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PROVIDER

USER MANUAL

Release 20071025230700

Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.

Table of Contents

Terms of Use .............................................................................................................................................. 5

Document Revision History .................................................................................................................. 5

Preface.......................................................................................................................................................... 7

Terminology ............................................................................................................................................... 7

Provider Logo ............................................................................................................................................ 8

Instructions for Setting Up a Provider ................................................................................................ 9 Introduction .............................................................................................................................................. 9

Editing a Provider Profile .....................................................................................................................10

Working with Users ...............................................................................................................................11 User Types ..............................................................................................................................................11 Managing Users .....................................................................................................................................12 Creating Users ........................................................................................................................................12

Viewing Users ........................................................................................................................................14 Editing Users ..........................................................................................................................................14

Deleting Users ........................................................................................................................................15 Resetting a Password.............................................................................................................................16

Changing Your Password .....................................................................................................................17

Setting Up Provider User Groups ......................................................................................................18 Creating User Groups............................................................................................................................19

Editing User Groups ..............................................................................................................................21 Deleting User Groups............................................................................................................................22

Associating Users to User Groups ......................................................................................................22

Setting Up Provider Workgroups .......................................................................................................23 Creating Workgroups ............................................................................................................................24

Editing Workgroups ..............................................................................................................................25

Adding Users to Workgroups ..............................................................................................................26

Notifications .............................................................................................................................................27

Draywatch Initial Page Default ..........................................................................................................29 Special Announcements ........................................................................................................................30

Drayman Accept/Decline Process......................................................................................................32

Drayman Accept/Decline Procedures ...............................................................................................32 Printing a Work Order ..........................................................................................................................33 Accept Work Order/Tender ..................................................................................................................36 Update an Equipment Number and/or a PRO Number on a Work Order .....................................40

Equipment Number Validations ..........................................................................................................40 Update a Driver on a Work Order .......................................................................................................42

Decline Work Order/Tender ................................................................................................................43

Status Update Process ...........................................................................................................................44

Status Update Procedures Using Draywatch ..................................................................................44 Performing Status Updates on the Work Order Level ......................................................................44

Performing Status Updates on the Segment Level............................................................................48

Status Events and Pools ........................................................................................................................52

Accessorial Processing Overview ......................................................................................................53

Accessorial Processing for Drayman/Provider ..............................................................................53 Adding/Sending an Accessorial to the Purchaser .............................................................................53

Viewing Accessorial charges ...............................................................................................................58 Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.

New Accessorial charges ......................................................................................................................60

Acknowledged Accessorial charges....................................................................................................60 Approved Accessorial Charges ............................................................................................................61

Rejected Accessorial Charges ..............................................................................................................61

Working with Invoices ..........................................................................................................................63 Invoice-able Segments ..........................................................................................................................63

Invoice-able Accessorial Charges .......................................................................................................64

Invoice States .........................................................................................................................................64 Viewing Invoices ...................................................................................................................................65 Creating Invoices ...................................................................................................................................67 Draft Invoices .........................................................................................................................................69

Submitting Invoices ...............................................................................................................................70

Updating Invoices ..................................................................................................................................70 Rejected Invoices ...................................................................................................................................71

Pool Management ...................................................................................................................................72

Pool Management for the Drayman/Provider .................................................................................72 Creating a Location ...............................................................................................................................72 Creating a Pool .......................................................................................................................................74

Viewing Pools ........................................................................................................................................76

Managing Pool Equipment ...................................................................................................................77 Viewing Equipment in Pools ...............................................................................................................79

Viewing Equipment History ................................................................................................................80

Sort and Filter Features .........................................................................................................................81 Segments Sort and Filter .......................................................................................................................81

Fast Tracker ............................................................................................................................................82 Pool Management Sort and Filter ........................................................................................................83

Miscellaneous Charges Processing Overview ................................................................................84

Miscellaneous Charges Processing for Drayman/Provider ........................................................84 To Create/Submit a Miscellaneous Charge ........................................................................................84

To View Miscellaneous Charges .........................................................................................................87 To Edit a Miscellaneous Charge ..........................................................................................................89

To View the Details for a Miscellaneous Charge .............................................................................90 To Withdraw Miscellaneous Charges .................................................................................................91

To View the Audit Trail for Miscellaneous Charges........................................................................92

To Handle Rejected Miscellaneous Charges .....................................................................................93 To Enter and View Comments for Miscellaneous Charges .............................................................93

Reports .......................................................................................................................................................95 Viewing Reports ....................................................................................................................................95 Granting Access to View Reports .......................................................................................................98

Technical Support ...................................................................................................................................99 The Help Desk .......................................................................................................................................99

Scope of Help Desk Support ................................................................................................................99 Hardware Requirements .......................................................................................................................99

Software Requirements .......................................................................................................................100 Internet Connection .............................................................................................................................101

Before You Call… ...............................................................................................................................101 User Administration ............................................................................................................................101

Additional Support .............................................................................................................................. 102 Intermodal Regional Dispatch ...........................................................................................................102

On-Line Help .......................................................................................................................................102 Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.

Process/Procedures for Outages ...................................................................................................... 103 Drayman/Provider ...............................................................................................................................103

Maersk Line ..........................................................................................................................................103

Appendix ................................................................................................................................................ 104 Appendix A – Charge Types for Accessorial and Miscellaneous Charges .................................104


Terms of Use

This user manual is the exclusive property of IBM Transport & Logistics and is protected by copyrights, trademarks, service marks, and/or other proprietary rights and laws. This user manual may not be sold, rented, modified, licensed, distributed, copied, reproduced, transmitted, publicly displayed, published, adapted, or edited, nor shall any derivative work be created from this user manual, except that authorized licensees of the user manual may print or download one copy of this user manual solely to enable such users to use the Draywatch product on the Draywatch web site; provided that any such copies include all proprietary notices contained in this user manual in their entirety.

Document Revision History

Date Issued Revision Reason For Revision

No.

March 25, 2002 1.0 Document created.

April 21, 2002 1.1 Revised text, cosmetic screen shot changes.

April 25, 2002 1.2 Added new buttons, added Printing a Work Order.

July 15, 2002 1.3 Added View Work Orders enhancement, Status

screens enhancements, Security enhancement,

copyright, Terms of Use, Document Revision

History; revised Notifications; made minor text

revisions and cosmetic screen shot replacements.

August 25, 2002 2.1 Expanded Terminology; added Status Event per

Move Type revisions, Announcements enhancement,

Manage Pool Equipment SCAC revision, Customs

Released field, Freight Released field, Last Free Date

field.

October 3, 2002 2.1.1 Added Reports enhancement.

March 31, 2003 2.6 Added Invoicing enhancement; revised Customs & Freight Released section; revised Status Event per

Move Type; replaced some screen shots; made minor

text revisions.

June 9, 2003 2.7 Added telephone Event Notification System

enhancement; updated text of Status Update Process;

revised Appendix A; added Appendix B; made minor

text revisions.

November 4, 2004 20040806 Revised Technical Support section; revised

000900 Additional Support section; revised Appendix A –

Charge Types for Accessorial and Miscellaneous

Charges. Added Read Only security to the manual.

March 1, 2005 3.2 Changed Maersk Line USA Inc. to IBM Transport & Logistics; updated text of Resetting a Password;

changed Super User Contacts e-mail for Houston from [email protected] to

[email protected].

February 10, 2006 20060126 Changed Maersk Sealand to Maersk Line.

225300


July 12, 2007 20070601 Revised following 053900 1. Profile page with Carrier Code (Page 10)

2. Added changes to Notification page popup

(Page 27)

3. Added Gate Move changes (Pages 36, 36, 37,

38, 39, 40, 43, 44, 47, 48)

4. Equipment Number Validations (Page 40)

5. Inserted Misc Charge Manual (Page 84)

6. Updated Helpdesk contact information (Page

99)

7. Appendix A - New Accessorial types added to

Draywatch (Page 104)

8. Removed Event Notification Procedures

October 23, 2007 20071025 Revised following 1. Draywatch Initial Page Default (Page 29)

2. Logo enhancement (Page 8)


Preface

Draywatch (DWS) is a web-based, common user platform that is designed to provide real-time communication between Ocean Carriers, Draymen, and Customers. The system interfaces seamlessly with the systems of these business entities.

Integrated Purchasers will dispatch all cargo as they do today by using their existing system. Work orders will automatically be transmitted to Draywatch to the Draymen’s individual web sites. All Draymen will be required to accept and/or decline all work orders.

Terminology

Accessorial – An additional cost above the basic transportation costs.

Customer – A business entity that contracts with the Purchaser for transportation services.

Domestic Move – Indicates that the equipment contains cargo where both the receipt and the delivery location are within the same country.

Export Move – An empty container taken to the Customer who will load the export cargo into it and then send it to the load port for overseas shipment. If the container is full, the move indicates it is being transported between terminals, i.e. from a rail facility to the load port.

Import Move – Equipment containing imported cargo that is being taken to its next transportation point, possibly a CY or a rail terminal, on its way to being delivered to the Customer or between terminals.

Integrated Organization – A business entity that is working with Draywatch primarily through electronic communications (e.g. EDI).

Last Free Date – The date that is the last date in which equipment is available or is allowed in storage at a Provider’s facility before demurrage accrues.

Non-Integrated Organization – A business entity that is working with Draywatch primarily through the user interface application.

Positioning Move – Moving empty equipment from surplus areas to deficit areas.


Terminology (continued)

Provider – A business entity that uses the Draywatch system to provide drayage services. Providers are commonly Draymen.

Purchaser – A business entity that uses the Draywatch system to purchase drayage services. Purchasers are Steamship Lines.

Segment – A line-item move; an individual equipment move.

Shipment Type – A type of move; the five move types used in Draywatch are Import, Export, Domestic, Positioning, Termination.

Super User – An advanced-level user of the system who is also able to train other users.

Tender – A work order transmitted to Draywatch.

Termination Move – When empty equipment that is leased or subleased is being returned to its owner/leasing company.

User Group – A term to describe a specific terminal within a multi-office trucking company used to target sending a work order to a specific location.

Work Order – An instruction to allow a trucker to move a piece of equipment; one or more equipment movements (segments) grouped together by a common reference number.

Workgroup – A group of users with defined access to certain actions performed on the User Group.

Provider Logo

The Provider Logo is the image that will be displayed throughout Draywatch on the Provider’s Draywatch web site. The logo must be a GIF file or a JPEG file and must be formatted to be 50 pixels high by 150 pixels wide in size.

Provider logos should be supplied to IBM Transport & Logistics (e-mail to [email protected]) for creation in the source code control system and updated to the production web site of Draywatch. Once this is done, the Provider logo can be set up using the path provided by the IBM Transport & Logistics engineer.

If no logo is provided, provider long name is displayed in place of logo. Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.

Instructions for Setting Up a Provider

Introduction

This section provides instructions for how to set up and properly configure a non-integrated Draywatch Provider. It is expected that a team will execute these steps with representation from Maersk Line USA, the Purchaser, and the Provider.

IBM Transport & Logistics will set up you or your Administrator with access to Draywatch. As an Administrator you will receive an automatic e-mail with your URL web site address, login ID, and initial system-generated password. If you are not an Administrator, your company Administrator will set you up as a user and you will receive an automatic e-mail with your URL web site address, login id, and initial system-generated password. Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.

Editing a Provider Profile

After the Provider has been registered, the Provider Administrator should edit the Provider profile for the purposes of maintaining the company information, setting up additional Administrator users, and setting up site information.

Figure 1

To edit the Provider profile, the Provider Administrator will log into Draywatch with their login id and password.

Click on the “Profile” option under “Tools” from the left-hand side navigation menu.

The profile screen is the area where you can:

Edit the data about your company

Set up your Administrator users

Set up site information

The company data includes the contact data associated with your company.

The Administrator contacts are the users that will have access to all functionality in your site. “Additional Administrators” are a convenience for you to set up additional Administrator users. If you require more than four Administrators (the number available to you on this profile page), they can be set up on the Users page.

The site information includes the logo URL. This is the link to your company logo that is displayed in the user interface. See section Provider Logo for more details.

Click the SUBMIT button at the bottom of the page to submit changes or additions.


Working with Users

User Types

Users that can access your Draywatch site are set up and managed on the View Users page. A user can be one of four levels in Draywatch:

Administrator

Manager

End User Report User

Typically, an organization will be set up with one to four Administrators, two or more Managers for each office, and a number of End Users for each office. Offices are typically represented in Draywatch using user groups.

Administrator: Administrators have access to all functionality and all data in Draywatch. Typically, your company will have two to four Administrators that are set up on the Profile page. Maersk Line creates all Administrators.

Manager: Managers have access to all functionality in Draywatch except:

Profile page

User Group management

Workgroup management

Other system setup functions

Administrators must set up Managers. Managers do have the ability to create new users and manage users, but only End Users and Report Users.

Managers will be restricted to work within the user groups to which they are assigned.

End User: End Users are the operational users of Draywatch. End Users only have access to the functionality defined in their workgroup(s) and only have access to the data in their user group(s).

End Users do not have access to any system or security setup.

If an End User is not a member of a workgroup, they will have access to all operational functionality in Draywatch. Similarly, if an End User is not a member of a user group, they will have access to all operational data in Draywatch.

Report User: Report Users only have access to the reports that are available to your organization. Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.

Managing Users

Clicking on the “Users” option under “Tools” from the left-hand side navigation menu accesses the Users area.

In the Users area, you have the ability to:

Create new users

View existing users

Edit existing users

Delete (deactivate) a user

Reset a user’s password

Figure 2

Creating Users

To create a new user:

Click on the “Users” option under “Tools” from the left-hand side navigation menu.

Click on the ADD button on the View Users screen.

You will be navigated to the Edit User screen where you can enter the personal information for a user and assign the user to user groups and workgroups (discussed in later sections).

Enter the personal information:

First name Last name

Login id

E-mail address

Telephone

User type


Creating Users (continued) Figure 3

To assign the user to one or more User Groups, select from the Available User Groups list and click the ADD>> button.

To assign the user to one or more Workgroups, select from the Available Workgroups list and click the ADD>> button.

Use the <<REMOVE button to take a user out of a user group and/or workgroup.

Click on the SUBMIT button. The new user will receive an automatic e-mail confirmation with their URL address, login ID, and system-generated initial password. Unlike the login ID, the password will be case sensitive.


Viewing Users

To view existing users:

Click on the “Users” option under “Tools” from the left-hand side navigation menu. Figure 4

Enter the filter criteria and click the APPLY button.

Editing Users

You can edit a user by selecting the EDIT button next to the user in the View Users listing. When you edit a user, you can change their personal information and the user groups and workgroups in which they are a member. After you have made your changes, click the SUBMIT button.

Figure 5


Deleting Users

If a user is a member of any user groups or workgroups, you must first edit the user and remove the user groups/workgroups.

Figure 6

Then the user can be deleted from the View Users listing by selecting the DELETE button next to the user.

Once a user has been deleted, the login ID can no longer be used and the user will no longer be able to access Draywatch.


Resetting a Password

If a user forgets their password, a Provider Administrator can reset the password (NOTE: Managers only have access to reset End User and Report User passwords). The IBM Transport & Logistics Help Desk does not have the authority to reset passwords for security reasons.

To reset a password:

Click on the “Users” option under “Tools” from the left-hand side navigation menu.

Set the filters on the View Users screen and click the apply button.

Find the user for which you wish to reset the password.

Click on the RESET PASSWORD button to the far right of the user.

The user will receive an automatic e-mail confirmation with their URL address, login id, and system-generated password. Users are encouraged to change the system-generated password (see section Changing Your Password).

Figure 7


Changing Your Password

Figure 8

To change your password:

Click on the “Personal” option under “Tools” from the left-hand navigation menu. In the Change Password section, enter your current password in the “old password”

box. Enter your new password in the “new password” and “confirm password” boxes.

NOTE: The password is case sensitive. Enter a “hint” which will be sent to you via e-mail when you press the SEND

HINT button on the logon page should you forget your password. Click the CHANGE PASSWORD button to apply the changes. You will see a

confirmation that your password has been changed in the upper left corner of the page under the title “Personal.”

Figure 9


Setting Up Provider User Groups

NOTE: Only Administrators can work with user groups.

Provider user groups are used to limit the set of data that is shown to users when they log into Draywatch. Creating user groups and associating user groups with segments will reduce the amount of data that each user sees, making their work performance more efficient.

Provider user groups are typically set up to represent the ways that responsibilities are divided. If the Provider that is being set up operates multiple offices, using Provider user groups is recommended.

A common setup is to establish a single user group for each office, allowing the Purchaser to send work orders to Provider organizations represented by multiple offices. Users in each office will be associated with the user group representing that office and, therefore, will only work with the information applicable to their office.

Users can be associated with multiple user groups so that they can have access to data, for example, from multiple offices.

If a user is not assigned to any user groups they will have access to all data regardless of the data’s user group assignment.


Creating User Groups

To create the Provider user groups:

The Provider Administrator will log into Draywatch with their user id and password. Clicking on the “User Groups” option under “Tools” from the left-hand side

navigation menu accesses the View User Groups listing of the Provider’s existing workgroups.

Click on the ADD USER GROUP button at the bottom of the list to access the Add

User Group screen.

Figure 10

You will be navigated to the Add User Group screen where you can assign the user group a name and associate users with the group.


Creating User Groups (continued)

Enter the user group “name” and description and fax number. Select the Provider users who will be a member of this user group and press

the ADD>> button. Click the SUBMIT button.

Figure 11

Repeat this process for each Provider user group to be created.

You cannot add an admin to a user group.


Editing User Groups

To edit an existing user group:

Click on the “User Groups” option under “Tools” from the left-hand side navigation menu.

On the View User Groups listing of the Provider’s existing workgroups, narrow down

the search for the user group to be edited by entering filter criteria, then click the APPLY button.

Click the EDIT button next to the user group you wish to change.

Figure 12

You will be navigated to the Edit User Group screen where you can change the user group name, description, or add or remove associations of users to the user group.

Figure 13


Deleting User Groups

To delete an existing user group:

Click on the “User Groups” option under “Tools” from the left-hand side navigation menu.

On the View User Groups listing of the existing workgroups, narrow down the

search for the user group to be deleted by entering filter criteria, then click the APPLY button.

All users need to be deleted from the user group first.

Click the DELETE button next to the user group to be deleted.

Associating Users to User Groups

To associate users with a user group, you must be either creating a new user group or editing a user group. Select users from the list of Available Users and add them to the user group by clicking the ADD>> button. Remove users from the user group by clicking the <<REMOVE button.

NOTE: Typically users will be associated with the user group via the Tools/Users

option on the left-hand side navigation menu, View Users list, clicking the EDIT

button next to the user, and making the associations on the Edit Users page.


Setting Up Provider Workgroups

NOTE: Only Administrators can create workgroups. Managers have access to add users to or delete users from workgroups if the manager has access to that workgroup.

Provider Workgroups allow the Provider to restrict the set of capabilities available to the Provider users. It is recommended that the Provider set up one or more workgroups to strip down the list of functions available to the Draywatch operators.

The Manage Workgroups listing will always display the Default Workgroup. This is the workgroup to which all users that are not assigned to any other workgroups will be assigned. These users will have all of the functions listed in the default workgroup.

To access the workgroups area:

The Provider Administrator will log into Draywatch with their login id and password. Click on the “Workgroups” option under “Tools” from the left-hand side

navigation menu.

You will be navigated to the Manage Workgroups listing of the Provider’s existing workgroups. On this screen you can:

Add a new workgroup

Edit an existing workgroup

Delete an existing workgroup

Add users to an existing workgroup

Figure 14


Creating Workgroups

To create the Provider workgroups:

Click on the “Workgroups” option under “Tools” from the left-hand navigation menu. Click on the ADD button at the bottom of the list on the Manage Workgroups screen

to access the Create Workgroup screen. Figure 15

On the Create Workgroup screen, assign the workgroup a name and description. Select the actions that will be available to the users associated with the workgroup.

Click checkmarks in the Enable check boxes to activate the functions. Each action that is to be disabled should not have a checkmark in the Enable check box.

For standard users of Draywatch it is recommended that the following items not be enabled:

All Location-Related Actions

All Miscellaneous Actions

All Contract-Related Actions All Companies-Related Actions

All Book Rate-Related Actions

Click the SUBMIT button at the bottom of the page. Once the workgroup is created,

you can add users to it. Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.

Editing Workgroups

To edit an existing workgroup:

Click on the “Workgroups” option under “Tools” from the left-hand side navigation menu.

Click on the EDIT button next to the workgroup you wish to change on the

Manage Workgroups screen. Figure 16

You will be navigated to the Edit Workgroup screen where you can change the workgroup name, description, or associations of actions to the workgroup.

Figure 17

Click the SUBMIT button at the bottom of the page.


Adding Users to Workgroups

To add users to a workgroup:

Click on the “Workgroups” option under “Tools” from the left-hand navigation menu.

Click on the USERS button next to the workgroup in the Manage Workgroups screen.

You will be navigated to the Manage Workgroup Users screen.

To add users to the workgroup, select users from the Available Users list by highlighting them and click on the ADD>> button.

To remove users from the workgroup, select users from the Workgroup Users list by

highlighting them and click on the <<REMOVE button. Click on the BACK button.

NOTE: Administrators will not be displayed in the available list. Administrators have full access to all functions. Once a user has been added to a workgroup, the actions available to that user when they log into Draywatch will be those actions enabled in the workgroup.

NOTE: Typically users will be added to workgroups via the Tools/Users option on the left-hand side navigation menu, View Users list, clicking the EDIT button next to the user, and making the associations on the Edit Users page. Figure 18


Notifications

Draywatch provides numerous “notifications” that can be set up so that you are alerted when certain items require your attention. The types of notifications available vary depending on the type of business entity. For detailed explanations of each message, see the On-Line Help.

Notifications can be received via two different mechanisms:

E-mail – The notification will be sent to the identified recipients via e-mail. Day View Message – The notification will be available to the identified recipients on

their Day View screen if they have been set up as a Day View Message Recipient.

Notifications can be accessed by clicking on the “Notifications” option under “Tools” from the left-hand side navigation menu.

Click the USERS button next to each notification type to select the users that should receive that notification. Administrators will be able to select from all users in the organization. Managers will only be able to select from the users that are in the same user group(s) as the manager.

Users will only receive the notifications if it applies to their user group. For example, if a user wishes to be notified by e-mail each time a tender is sent to their user group (Segment(s) Tendered notifications), their Administrator can enable the e-mail notification feature. This feature should be utilized only when the user group expects to receive tenders very INFREQUENTLY.

In another example, a Purchaser Dispatcher may want to receive notification if a Drayman sends back a revised accessorial which will be in an “under review” status.

To set up notifications:

Click the “Notifications” option under “Tools” from the left-hand navigation menu. At the specific message type, click the USERS button in the E-mail Recipients

column or in the Day View Message Recipients column for that specific message. This will bring up a pop-up Recipient list window with available users. It displays

the user name, user email id and user type sorted alphabetically. Left click to highlight and select the Recipient. Select more than one Recipient by

holding down the control key (Ctrl) while clicking on the user name. Click the SUBMIT button at the bottom of the pop-up window. VERY IMPORTANT STEP: Click the SUBMIT button at the bottom of the

Manage Notifications page.


Notifications (continued)

Figure 19

Clicking on the “more…” hyperlink on the message on the Day View screen launches a Day View Message Details pop-up.

Figure 20

Figure 21


Draywatch Initial Page Default

Initial log-in to Draywatch will default to the View Segments page for the following site users: Administrators, Managers and End-Users. The original default page shown in Draywatch was the ‘DayView’. Draywatch will provide users with the ability to select their default initial page on the site user’s ‘personal’ page. The purpose of this change is to make Draywatch more efficient for users of the system.

Provider Administrators will have the following default initial page choices: 1. Segment View Page – initial default page

2. Work Order View

3. Create Invoice View

4. Invoice View

5. Create Miscellaneous Charge View

6. Miscellaneous Charge View

7. Report Selection View

Provider End-Users and Managers will have the following choices: 1. Segment View page – initial default page

2. Work Order View

3. Report selection View

Note drop down choices. Sample ‘personal’ page for a provider administrator:

Figure 19a

Note the default View segments pre-selected in the initial page drop down box. Selecting any other choice and submitting will re-set the default initial page for this user only.


Special Announcements

The IBM Transport & Logistics Administrator may send special announcements concerning Draywatch. Announcements can be of the types:

Planned Outage

Enhancement Informational

If there are any announcements posted, an additional counter will appear on the Day View screen titled “You have # announcement(s)”. Clicking on the counter’s link will bring you to a View Announcements page where you can read and delete the message.

Draywatch will monitor the arrival of any new Outage announcements while you are logged into the system. You will be notified of any new Outage announcements by a scrolling message that will appear on the right-hand side of the black navigation menu bar that contains the Day View link. The message will disappear after you have reviewed the Outage announcement.

Figure 22


Figure 23


Drayman Accept/Decline Process

Dray companies’ dispatch department will designate one primary person and a minimum of one backup, preferably two, to monitor and operate Draywatch.

The designated user must be in a capacity to accept and decline work.

The designated user’s responsibility is to log on to the system daily and communicate to the local Purchaser Dispatcher any systems issues that prevent operation of Draywatch. All systems issues should be reported to the IBM Transport & Logistics Help Desk. For further details, please see sections Process/Procedures for Outages and Technical Support.

The user will be required to monitor Draywatch hourly at a minimum, for best process.

The user must update Draywatch within the time frame agreed to with the local Purchaser dispatch office.

Drayman Accept/Decline Procedures

Figure 24

Day View is the first screen that appears after logon.

Click on the “Tendered work orders” underlined quantity link.


Printing a Work Order

Users have the ability to print a work order in Draywatch two different ways. The printed work order is the same page layout as a printed fax copy. Printing will utilize your current Windows desktop printer setup.

A work order can be printed before or after an equipment number is assigned.

The View Work Orders screen is accessed by:

Clicking on the “Tendered work orders” link from the Day View screen. Clicking on the “Work Orders” option under “Segments” from the left-hand side

navigation menu. Figure 25

To the far right of each work order, click on the PRINT WO # (S) button for Single work order or click on the PRINT WO # (M) button for the Master work order.

Click on the work order hyperlink (WO#) to view the View Segment Details screen.


Printing a Work Order (continued)

Figure 26

Within the View Segment Details screen:

Scroll to the bottom of the page. Click on the PRINT WO # (S) button for the Single work order or click on the

PRINT WO # (M) button for the Master work order.

Or

By selecting any “Segments” screen (except Equipment and Accessorial charges):

On the View Segments screen, to the far right of each segment, click on the PRINT WO # (S) button for Single work order or click on the PRINT WO # (M) button for the Master work order.


Printing a Work Order (continued)

Figure 27

A new web browser window opens with Adobe Acrobat Reader displaying the work order. Press the Printer icon button to print the work order displayed. This will use your current Windows printer setup and the typical Print window will pop up. Click OK to print. Click on the “X” button on the upper right-hand corner of the Adobe/Internet Explorer window to close it.

Figure 28 Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.

Accept Work Order/Tender Figure 29


Clicking on the “Tendered work orders” link from the Day View screen. Clicking on the “Work Orders” option under “Segments” from the left-hand side

navigation menu.

Select the state “Pending” and click the APPLY button. Click on the ACCEPT PENDING button to the far right of each segment.

To perform multiple acceptances, click in the checkboxes at the far left to checkmark the work orders to be accepted. Click the ACCEPT button at the bottom of the page. To select all the work orders for acceptance, click the “Select All” link at the bottom of the page.

To individually accept segments on a work order, click the SEGMENTS button to the far right of the work order to display the View Segments screen.


Accept Work Order/Tender (continued)

Figure 30

The View Segments screen is accessed by:

Clicking on the “Tendered work orders” link from the Day View screen, then clicking the SEGMENTS button to the right of the work order.

Clicking on the “View” option under “Segments” from the left-hand side

navigation menu.

Select the state “Pending” and click the APPLY button. Click on the ACCEPT button to the far right of each segment.

To perform multiple acceptances, click in the checkboxes at the far left to checkmark the segments to be accepted. Click the ACCEPT button at the bottom of the page. To select all the segments for acceptance, click the “Select All” link at the bottom of the page.

NOTE: When a Drayman accepts a work order in Draywatch, they are confirming that all information, including the rate provided, is valid. If the Drayman is in disagreement with ANY information supplied on the work order, they must DECLINE the work order with a reason stated.

IF YOU ACCEPT THE WORK ORDER WITH RATE STATED, THAT IS WHAT YOU WILL BE PAID.


Accept Work Order/Tender (continued)

Figure 31

NOTE: The sort and filter search fields “Customs Released”, “Freight Released” and “Last Free Date” are available.

“N/A” appearing in screens under Customs Released and Freight Released indicates the data is not applicable for the move type, i.e. Export. If the data type is appropriate for the move, the data will be displayed. If the data is not yet available, there will be a dot indicating a placeholder for the missing data.

A flag appearing on segment indicates a missing event for the segment to go invoice-able. Green flag segment is missing trucker status event. Yellow flag segment is missing gate event and trucker entered status event less than 25 hours ago Red flag segment is missing gate event and trucker entered status event more than 25 hours ago Black flag Move was not approved for payment

Flag key is displayed on View Segments Page as in Figure below.

Figure 31a Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.

Flags are displayed on each segment. If no flag, it means segment either has all status events needed to go invoice-able or has no status events and is in accepted state.

Figure 31b


Update an Equipment Number and/or a PRO Number on a Work Order

Once a work order has been accepted, click the STATUS button on the View Work Orders screen or the View Segments screen. This displays an Update Status pop-up window. Fill in the equipment number in the “Equipment” field and/or the PRO number in the “PRO Number” field. Click the SUBMIT button.

Figure 32

Or

Click the EDIT button on the View Segments screen, scroll to the bottom of the Segment Details page to the “Equipment ID” field or “PRO #” field, fill in the data, click the SUBMIT button. Then the View Segment Details page is displayed.

Equipment Number Validations

Fleet File Equipment number entered should exist on Draywatch fleet file. Equipment number will not be accepted otherwise and an error is displayed. This validation exists on Edit Segment page and Work Order/Segment Status Page.


Figure 32a

Figure 32b

Invoice-able Segments Equipment number cannot be updated once segment moves to invoice-able or higher status.


Figure 32c

Adding Status Event Equipment number must be entered when adding status events to a work order. This is true for Import and Export types.

Figure 32d

Update a Driver on a Work Order

Once a work order has been accepted, click the EDIT button on the View Segments screen, scroll to the bottom of the Segment Details page to the “Driver” field, fill in the name, click the SUBMIT button.


Decline Work Order/Tender Figure 33

Click on the DECLINE PENDING button to the far right of each work order. NOTE: This must be performed on each work order individually.

Figure 34

Fill in the “Decline Tender” pop-up window with the reason for declining. Click on the SUBMIT button to send to Purchaser.

To individually decline segments on a work order, click the SEGMENTS button to display the View Segments screen.

Click on the DECLINE button to the far right of each segment. NOTE: This must be performed on each segment individually.

NOTE: Each Purchaser may have additional requirements for the Drayman/Provider declining-work process. Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.

Status Update Process

Status updates can be performed in the Draywatch application by Draywatch users or can be performed by Provider Drivers through the Draywatch Event Notification System by making a telephone call to a toll free phone number.

The Draywatch user must monitor the status of each work order accepted. Status updates must be performed as close to real time as possible.

The exact date and time an event has taken place must be recorded.

This process is crucial in providing a better level of communication with Customers and facilitating the overall quality control of process.

Status Update Procedures Using Draywatch

Performing Status Updates on the Work Order Level


Clicking on the “Tendered work orders” link from the Day View screen Clicking on the “Work Orders” option under “Segments” from the left-hand side

navigation menu

Figure 35 Filter by the appropriate state, then click the APPLY button. NOTE: “Accepted” state is only chosen for the very first status update.


Performing Status Updates on the Work Order Level (continued)

Click on the STATUS button on the far right of the work order. This launches the Update Status pop-up screen where you can add status events, assign equipment numbers, and assign PRO numbers. Status event defaults to the event required to go invoice-able. For ex, Arrived event is defaulted for Import type. Displays segment type and events needed to go invoice-able. Segment type I – Import, E – Export, P – Positioning, T – Termination, D – Domestic. A flag indicates a missing event for the segment to go invoice-able. Flag key is displayed on the page. Green flag segment is missing trucker status event. Yellow flag segment is missing gate event and trucker entered status event less than 25 hours ago Red flag segment is missing gate event and trucker entered status event more than 25 hours ago Black flag Move was not approved for payment

Figure 36

NOTE: The status update will apply to ALL the segments on that work order. To perform a single status update or multiple status updates at once:

Choose the applicable status event from the “Event Type” drop-down menu.

Enter the EXACT date and time the status event took place.

Enter an optional comment for the specific chosen status event. Click on the ADD STATUS button to enter the event in the “Events Being Added”

holding box. Repeat steps to add multiple status events. Click on the SUBMIT button to apply the status events to the work order.


Figure 37

On Work Order status page following are displayed.

1. Flag Key

2. Segment Type I – Import, E – Export, P – Positioning, T – Termination, D – Domestic.

3. Needed Status Events to go invoice-able

Status date entered on first equipment can be copied to remaining equipments by clicking on the status date for that equipment. This avoids entering same date for every equipment.


Performing Status Updates on the Work Order Level (continued)

The following status updates must be logged as close to real time as possible.

Confirmed Appt. Time - the appointment time for pickup or drop-off indicating confirmation with the Shipper.

Arrived - container has arrived at the Customer location.

Loaded - container has been loaded.

Unloaded - container has been emptied.

Departed - container has been taken from the Customer location.

Completed - the segment has been completed (available for Domestic moves only). Reposition - container has been repositioned.

Redeliver - container has been terminated.

Assign to Pool Loaded - allows you to assign the container to a pool (for Provider pools only).

Assign to Pool Empty - allows you to assign the container to a pool (for

Provider pools only).

The Event Type drop-down list of event statuses will display only those status events that apply to the move type being updated (Import, Export, Domestic, Positioning, Termination) and to the organization type (Provider or Purchaser).

Draywatch Status Events Per Move Type

FOR PROVIDER STATUS EVENTS FOR PROVIDER OR PURCHASER POOLS ONLY

SEGMENT Con- Assign Assign SHIPMENT firmed Un- De- Com- Re- Re- to Pool to Pool

TYPE Appt. Arrived Loaded loaded parted pleted position deliver Loaded Empty

Import X X X X X X

Export X X X X X X

Domestic X X X X X X X X

Positioning X X X X

Termination X X X X

Table 1

To get segments to a Completed State, Providers must update the following move types with the following status events, at a minimum (as highlighted in the above table):

Import – Arrived (and Gate-Out status message is sent to Draywatch by Purchaser) Export – Departed (and Gate-In status message is sent to Draywatch by Purchaser)

Domestic – Completed

Positioning – Repositioned

Termination – Redelivered

NOTE: Segments move into invoice-able state automatically when the move is updated with the required status event and Draywatch receives the gate-out or gate-in move. Gate moves can be viewed in the Status History and Fast Tracker.


Performing Status Updates on the Segment Level

The View Segments screen is accessed by:

Clicking on the SEGMENTS button to the right of the work order from the View Work Orders screen.

Clicking on the underlined “State” link under the “State” column from the

View Work Orders screen. Clicking on the “View” option under “Segments” from the left-hand side

navigation menu.

Figure 38

Filter by the appropriate state, then click the APPLY button. NOTE: “Accepted” state is only chosen for the very first status update.

Click on the STATUS button on the far right of the segment.

This launches the Update Status pop-up screen. Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.

Performing Status Updates on the Segment Level (continued)

Figure 39

To perform a single status update or multiple status updates at once:

Choose the applicable status event from the “Event Type” drop-down menu.

Enter an optional comment for the specific chosen status event. Click on the ADD STATUS button to enter the event in the “Events Being Added”

holding box. Repeat steps to add multiple status events.

Click on the SUBMIT button to apply the status events to the work order.

Status updates must be logged as close to real time as possible.


Figure 40


Performing Status Updates on the Segment Level (continued)

Status updates can be performed utilizing “Fast Tracker”. Figure 41

Utilize “Fast Tracker” by inputting:

Equipment Number IPI Number

Work Order Number

Bill of Lading or Booking Number

Pro Number

Driver

Then click the GO button, which launches the Fast Tracker Results pop-up screen.

Figure 42

To update equipment status, click on the STATUS button. This launches the Update Status pop-up screen.


Status Events and Pools

Draywatch integrates the status events with pool functionality. Five status events can have an explicit impact on pools. For more information on Pools, see section Pool Management.

Arrived - This event will assign a piece of equipment to a pool if a pool code has been specified on the segment with the status event. You can see if a pool code is assigned to the segment by reviewing the segment details. The equipment will be assigned to the pool loaded for import loads and assigned to the pool empty for export loads.

Loaded - This event will change the status of a piece of equipment in a pool to loaded.

Unloaded - This event will change the status of a piece of equipment in a pool to empty.

Assign to Pool Loaded - This event will allow you to specify a specific pool to put the equipment in. The user will be shown all “personal pools” as well as those pools shared with the “check-in” privilege. The equipment will be put into the pool in a loaded state.

Assign to Pool Empty - This event will allow you to specify a specific pool to put the equipment in. The user will be shown all “personal pools” as well as those pools shared with the “check-in” privilege. The equipment will be put into the pool in an empty state.

With the exception of Confirmed Appointment, all other status events will result in equipment being taken out of pools.


Accessorial Processing Overview

Intermodal-related accessorial costs are to be submitted and processed through Draywatch and, if required, the integrated Purchaser’s work order dispatch system. Draymen, through the Draywatch System, must send all costs to the Purchaser.

Accessorial Processing for Drayman/Provider

Adding/Sending an Accessorial to the Purchaser

Adding accessorial charges to a work order can be performed from the work order view or the segments view.

From the View Work Orders screen, select the appropriate state and click on the APPLY button.

Figure 47

Click on the ADD ACC button on the far right of the work order.

This launches the Add Accessorial to Work Order screen.


Adding/Sending an Accessorial to the Purchaser (continued)

Figure 48

NOTE: On a work order level, the accessorial will apply to all the segments on that work order.

To add an accessorial charge:

Choose the applicable accessorial type from the “Type” drop-down menu.

Enter a comment to the Purchaser about this accessorial.

Enter an optional comment for internal use.

Add an Invoice Number. (optional)

Click on the SUBMIT button to apply the accessorial to the work order.

Figure 49


Adding/Sending an Accessorial to the Purchaser (continued) Figure 50

From the View Segments screen, select the appropriate state and click on the APPLY button.

Click on the ACC button on the far right of the work order that you need to add accessorial cost to.

This launches the View Accessorial charges pop-up screen.

Figure 51

Click the ADD button.

This launches the Accessorial Details screen. Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.


Figure 52

Choose the appropriate “type” from the accessorial drop-down menu.

Figure 53

Select the “rate” and “currency”.

Type in “total charge” amount, “reference #”, and add any comments.

Click the SUBMIT button. Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.


This will take you back to the View Accessorial charges pop-up window displaying the accessorial added.

Click the CANCEL button. Figure 54

The Purchaser will then accept or decline the accessorial.

ALL STATE TYPES MUST BE REVIEWED AND ACTED UPON ACCORDINGLY. AN ACCESSORIAL THAT HAS MORE THAN ONE TRANSMISSION WILL CHANGE THE STATE TYPE FROM “NEW” TO “UNDER REVIEW”.

Note: There can only be one “type” of accessorial per segment.


Viewing Accessorial charges

Viewing accessorial charges attached to a work order can be performed from the work order view or the segments view.

From the View Work Orders screen, select the state and click on the APPLY button.

Figure 55

Click on the VIEW ACC button on the far right of the work order. This launches the View Accessorial charges screen.

Figure 56


Viewing Accessorial charges (continued)

Figure 57

From the View Segments screen, select the appropriate state and click on the APPLY button.

Click on the ACC button on the far right of the work order. This launches the View Accessorial charges pop-up screen.

Figure 58


New Accessorial charges

Figure 59

To see all new accessorial charges that the Provider has created and submitted:

Click on the “Accessorial charges” option under “Segment” from the left-hand side navigation menu.

Select “New” status.

Click on the APPLY button.

Acknowledged Accessorial charges Figure 60

To see all accessorial charges acknowledged by the Purchaser:


Select “Acknowledged” status.


These acknowledged accessorial charges are still under review.


Approved Accessorial Charges

Figure 61

To see all accessorial charges the Purchaser approved:


Select “Approved” status. Click on the APPLY button.

Drayman may now send an invoice to the Purchaser with associated work order assigned.

Rejected Accessorial Charges

Figure 62

To see all accessorial charges the Purchaser rejected:


Select “Rejected” status.


Click on the EDIT button to review details.


Rejected Accessorial Charges (continued)

Figure 63

Pressing the EDIT button on the View Accessorial Charges screen from any state displayed accesses the Accessorial Details screen.

Check comments for the rejection reason.

Either withdraw the accessorial by selecting the radio button “Withdraw”

Or

Checkmark the “Change Type or Rate” checkbox.

Make any necessary changes.

Click the SUBMIT button to send the data back to the Purchaser.


Working with Invoices

Draywatch provides a self-invoicing module that offers Providers the ability to create and submit invoices to Purchasers.

Providers can assemble and submit invoices to Purchasers. Purchasers may indicate approval, rejection, or intent to pay for invoices as well

as individual invoice line items.

The ability to invoice transportation charges through Draywatch is granted by the Purchaser. If invoicing options are not available, please contact your administrator.

Invoice-able Segments

Segments in Draywatch will become invoice-able based on the following criteria:

Segment Criteria to Become Invoice-able

Segment Type Criteria To Become Invoice-able Import Provider moving the segment is granted permission to invoice transportation charges.

Equipment number is specified on the segment.

Have received Arrived status event.

Have received Gate-Out status event.

Export Provider moving the segment is granted permission to invoice transportation charges.


Have received Departed status event.

Have received Gate-In status event.

Domestic Provider moving the segment is granted permission to invoice transportation charges.


Have received Completed status event.

Positioning Provider moving the segment is granted permission to invoice transportation charges.


Have received the Repositioned status event.

Termination Provider moving the segment is granted permission to invoice transportation charges.


Have received the Redelivered status event.

Table 7

Segments will become Invoiced when they have been added to an invoice (the invoice can be in any state, including a draft).


Invoice-able Accessorial Charges

Accessorial Charges will become Invoice-able when the accessorial is approved and the segment with which the accessorial is associated is also Invoice-able.

Accessorial Charges will become Invoiced when they have been added to an invoice (the invoice can be in any state, including a draft).

Accessorial Charges will become Closed in one of two ways:

1. If the Provider moving the segment with which the accessorial is associated is allowed to invoice accessorial charges, the accessorial will become Closed when the invoice line item on which the accessorial is referenced has been paid.

2. If the Provider moving the segment with which the accessorial is associated is

not allowed to invoice accessorial charges, the accessorial will become Closed when the Provider chooses the close option in the Draywatch application user interface (a manual operation).

NOTE: The undo operation that is available in Draywatch will continue to work as it does today with the following exception: an accessorial that is in the Invoice-able state will be “undone” to the Under Review or New state, whichever preceded the Approved state. Also, Invoiced and Closed accessorial charges will not have an undo option available.

Invoice States

Each invoice that is in Draywatch is assigned a specific state:

Draft – An invoice that is created as a work in progress. Draft invoices are not visible to Purchasers. The draft state will allow you time to review and make changes before submitting to the Purchaser.

Received – An invoice that has been submitted (made available) to the Purchaser for approval, rejection, or payment. No changes can be made to an invoice that has been submitted.

Approved – An invoice that the Purchaser has agreed to pay. The Purchaser approves invoices after the Provider has submitted them.

Partially approved – An invoice of which the Purchaser has approved some, but not all, of the line items.

Paid – An invoice that the Purchaser has marked paid.


Invoice States (continued)

Partially paid – An invoice that the Purchaser has marked some, but not all, of the line items as paid.

Rejected – An invoice that the Purchaser has not agreed to pay. The Provider may make changes to the invoice after it has been rejected. If they do so, the invoice must be resubmitted to the Purchaser for approval, payment, or rejection.

Cancelled – You can cancel Draft and/or Rejected invoices only. (NOTE: The segments and accessorial charges on the original invoice will be moved back to an invoice-able state so that they can be applied to another invoice).

Viewing Invoices

To view all invoices that are in Draywatch for your segments and accessorial charges, click on the "View" option under the "Invoice" heading from the left-hand side navigation menu. Figure 64

You will be navigated to the View Invoice screen.

You may choose from the following search criteria:

Invoice Number

Work Order

Equipment Number

Purchaser

Invoice State User Groups – select the user group(s) that the invoiced work orders are assigned

to (this applies to line items on the invoice) From Invoice Date – the invoice date on which to start the search

To Invoice Date – the invoice date on which to end the search From Submit Date – the date that represents the submission of the invoice to

the Purchaser To Submit Date – the date that represents the last invoice submission date on which

you want to search


Viewing Invoices (continued)

Figure 65

Once you have entered your search criteria, click APPLY to execute the search. Each row returned in the results represents a single invoice in Draywatch. The data included in each row is:

Invoice Number

Purchaser Line Item quantity

Invoice State

Total Price and currency type

Invoice Date

Submit Date

Figure 66

Each invoice shown will have a set of available action buttons. The possible actions are:

SUBMIT – Draft and Rejected invoices can be submitted from this page. Click this button to submit the invoice.

EDIT – Draft and Rejected invoices can be updated. Click this button to make

changes to the invoice. CANCEL – Draft and Rejected invoices can be cancelled. Click this button to cancel

the invoice. COMMENTS – Click this button to view all the comments on the invoice.

AUDIT TRAIL – Click this button to view the audit trail for the invoice. Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.

Creating Invoices

All Draywatch invoices are comprised of one or more segments and/or accessorial charges. Each individual segment/accessorial is represented on the invoice as a single line item. Invoices are created from the Create Invoice screen.

To access the Create Invoice screen:

Click on the “Create” option under “Invoice” from the left-hand side navigation menu.

Click on the Invoice-able Items monetary total hyperlink from the Day View screen.

Figure 67

The Create Invoice screen allows you to select work orders that contain segments and accessorial charges that are in an invoice-able state.

Figure 68


Creating Invoices (continued)

To create an invoice:

To find the work orders you would like to invoice, enter a Work Order number or other criteria in the filter boxes at the top of the page.

Select the check box for the type of line items to search for (Segment or Accessorial).

Click on APPLY to display the requested invoice-able line items. NOTE: Invoicing rights do NOT replace User Group rights. Users will only see segments and accessorial charges that are assigned to their User Group.

Select one or more check boxes to the left of the work orders you wish to invoice or click the SELECT ALL hyperlink to select all the work orders in the list.

Click the ADD ALL SELECTED button to add all the selected work orders to the invoice.

Figure 69

Click CREATE INVOICE. You will be presented with a screen that provides a detailed listing of all the segments and accessorial charges selected. Here you will have the opportunity to remove specific line items from the invoice as desired.

Enter a unique Invoice Number once you are satisfied with the current selections. If the Invoice Number typed has already been used, you will receive an error. If you will be creating a Draft Invoice, you do not have to enter an Invoice Number.


Creating Invoices (continued)

Select one of the three buttons SAVE, SUBMIT, or CANCEL.

SAVE will save the invoice in a draft state, i.e., an invoice working copy that will not be visible to the Purchaser. If you did not enter an Invoice Number, Draywatch will create one for you. More information on Draft Invoices appears later in this section.

SUBMIT will create the invoice and make it visible to the Purchaser for approval,

rejection, or payment. A unique Invoice Number is required.

CANCEL will undo any selections made and return you to the Create Invoice screen.

Figure 70

Draft Invoices

Draywatch allows you to create working copies of an invoice that you can review and work on prior to submitting to the Purchaser. Called a Draft Invoice, it may have an invoice number and date. The system will create an invoice number with the prefix DRAFT if you do not enter one. The Draft invoice number may not be used when the invoice is finally submitted.

Draft invoices may be edited and submitted at a later time from the View Invoice page.


Submitting Invoices

Submitting an invoice means that you are ready to have the Purchaser approve and pay the invoice.

Invoices can be submitted from the Create Invoice page or from the View Invoice page, in the case of Draft or Rejected invoices.

When you submit an invoice, the invoice must have a unique invoice number and an invoice date. If you submit a Draft Invoice from the View Invoice page, you will be required to replace the temporary invoice number generated by Draywatch, if applicable.

Submitted invoices will immediately be put into the Received state and the Purchaser will be able to review the invoice.

Updating Invoices

Draft and Rejected Invoices can be updated for the purpose of changing the invoice number, the invoice date, removing one or more selected line items and/or canceling the invoice entirely.

You can view Draft and Rejected Invoices from the View Invoice page.

To make an update to an invoice, select the EDIT button next to the invoice. You will be presented with the Edit Invoice page where you can:

Change the Invoice Number

Change the Invoice Date

Add line items (use the ADD NEW LINE ITEM(S) button)

Remove line items (use the REMOVE button)


Updating Invoices (continued)

Upon completing your changes, you can SUBMIT the invoice or SAVE it as a draft. Draywatch will attempt to validate your invoice at this time. If the invoice passes validation, the invoice will be either in the Draft state (saved) or the Received state (submitted). If the invoice fails validation, an error message will be presented on your Day View page.

Rejected Invoices

If you submit your invoices electronically to Draywatch (via EDI, for example), they may become rejected. Invoices may be rejected for the following reasons:

The work order number on the invoice must be found and be available for invoicing. The equipment number specified on the invoice does not match the

Draywatch equipment number. The segment being invoiced has not been completed, based on the status events for

the segment (is not invoice-able). The price and/or currency on the invoice do not match the price or currency in

Draywatch. The accessorial being invoiced has not been approved or does not include a

Purchaser approval number. The accessorial being invoiced does not match the accessorial type in Draywatch.

The segment or accessorial has already been invoiced.

Rejected invoices can be reviewed from:

The View Invoice page when filtering by Rejected state. To see the reason for rejection, click on the COMMENTS button.

The View Rejected Invoice screen. This is accessed by clicking on the "Rejected"

option under "Invoice” heading from the left-hand side navigation menu.

Each rejected invoice shown will have a set of available action buttons. See the section Viewing Invoices for an explanation of the buttons. NOTE: If you hold the mouse cursor over the underlined hyperlink in the Invoice Number column, you will be shown the comments for the rejected invoice.

Figure 72


Pool Management

Pool Management is designed to monitor and manage equipment inventories at a specific Customer site. At facilities that utilize the Draywatch System, all container status updates for equipment that have work orders attached will provide event transmission statuses back to the Purchaser’s systems.

As a result, when status updates are received in the Purchaser’s equipment tracking system, the events will be truer to real time and thus per diem will become more accurate. The empty status message that is transmitted to the equipment tracking system will stop per diem.

Pool Management for the Drayman/Provider

Creating a Location

Figure 73

Click on the “Locations” option under “Tools” from the left-hand side navigation menu. Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.

Creating a Location (continued) Figure 74

Click the APPLY button. Then click the ADD LOCATION button. Figure 75

Enter for each location:

Location Code

Location Name

Address, City, State, Zip Click the SUBMIT button.


Creating a Pool

Figure 76

Choose “Create” option under “Pools” from the left-hand side navigation menu. Figure 77

Pool Name creation will be a standard process:

Pool Name = Customer Name/Dispatch Center Location (if needed)

Location Code = Purchaser’s standard, such as 2-letter country code followed by 3-letter destination code

Address = Actual Customer Address

Click on the FILL button to retrieve address information.

Click the SUBMIT button.


Creating a Pool (Continued)

Figure 79

To associate a Purchaser to the pool you just created:

Find the Pool Name in the View Pools list.

Click the EDIT button.

Figure 80

Click on the FILL button under Organization field.

Select your Purchaser. Select the “Privileges” from the drop-down arrow.

Click the ADD button, then click the SUBMIT button. Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.

Viewing Pools

Figure 81

Choose “View” option under “Pools” from the left-hand side navigation menu.

Figure 82


Managing Pool Equipment

Figure 83

Click the MANAGE EQUIPMENT button for the pool you want to update.

Figure 84

To Check In:

Select “Load or Empty” (L/MT).

Type in “Equipment Id”.

Select equipment “Type”. Select equipment “Operator” from the drop-down list of SCAC codes. The name of

the operator will be displayed when the mouse cursor is held over the SCAC in the operator field.

“Option” field is not required. “Check-In Date” will default to current date or type in a new date. This is a

mandatory field before checking out. “Expiration Date” is an optional field; it can be used for last free day input to

remind user so that the container does not go into per diem. Click on the SUBMIT button.


Managing Pool Equipment (continued)

To Check Out:

Locate Equipment in your pool.

Checkmark the “Checkout” checkbox.

Click on the SUBMIT button.

Figure 85


Viewing Equipment in Pools Figure 86

Choose “View Equipment” option under “Pools” from the left-hand side navigation menu.

Figure 87

Type in the search criteria for one or more fields:

Equipment Number

Pool Name

Location Name Check-in Date

Expiration Date

Loaded/Empty

Click the APPLY button.


Viewing Equipment History

Figure 88

Choose “View History” option under “Pools” from the left-hand side navigation menu.

Figure 89

Type in the search criteria for one or more fields:

Equipment Number

Pool Name

Location Name

Check-In or Check-Out Date

Click the APPLY button. Figure 90


Sort and Filter Features

Segments Sort and Filter

Figure 91

Draywatch has sort and filter features in the following Segments, selected from the left-hand navigation menu. Different fields appear depending on the Segment type chosen.

View

Tendered

Active

Completed Accessorial Charges

Work Orders

Type in one or multiple filter items as indicated. (NOTE: While the field text is not case sensitive, punctuation must be entered correctly in some fields; for example, “Purchaser” must be entered as purchaser co. inc. for Purchaser Co. Inc.). Wild cards (*) are valid. See the on-line Help for additional information. Click the APPLY button.

All matching items that fit your search criteria will appear directly on the page of the selected Segment type.

Figure 92


Fast Tracker

Figure 93

The Fast Tracker is found on the top of each page throughout Draywatch.

Select type of data:

Equipment Number

IPI Number

Work Order Number

Bill of Lading or Booking Number

Pro Number or Driver

Type in the data that you selected.

Click the GO button.

NOTE: All matching items that fit your Fast Tracker criteria will appear in a pop-up box. Figure 94


Pool Management Sort and Filter

Figure 95

This Sort and Filter feature is found in the “View Equipment” option under “Pools” from the left-hand side navigation menu.

Type in the data that you want to search:

Equipment Number

Pool Name

Location Name

Check In Date

Expiration Date Loaded/Empty

Click the APPLY button.

All matching items that fit your filter criteria will appear directly on the View Equipment page.


Miscellaneous Charges Processing Overview

Miscellaneous Charges are costs that are not transportation-related and can be submitted to a Purchaser through Draywatch. Providers can create, submit, withdraw, and invoice Miscellaneous Charges. Purchasers can reject and approve Miscellaneous Charges.

Miscellaneous Charges Processing for Drayman/Provider

To Create/Submit a Miscellaneous Charge

Creating Miscellaneous Charges can be done by clicking on the “Create” option under “Misc Charges” from the left-hand side navigation menu. Figure MC1


To Create a Miscellaneous Charge (continued)

This launches the Create Miscellaneous Charge screen.

Figure MC2

On this screen you create a Miscellaneous Charge work order. This is a group of charges related by common Purchaser, Currency type and Location. A Miscellaneous Charge work order consists of a Header section and a Details section.

Entering the Header Information First, enter a “Reference Number”, which is optional. This will be used for Provider

reference only.


To Create a Miscellaneous Charge (continued)

Select a “Purchaser” and a “Purchaser User Group” – these are required fields. If you don’t know which User Group to select, contact your local dispatch office for that Purchaser.

Select a “Provider User Group”. This is required, unless a Provider has no User

Groups or the person logged on is an Administrator. Select a “Currency” type, enter the “From Location” (required) and the

“To Location” (optional).

This will complete the header portion of the Miscellaneous Charge.

Entering Line Item Details Select a “Charge Type”, a “Quantity” (minimum of 1), an “Equipment Type”, and

a “Load State” (optional). Enter a “Unit Rate” and a “Rate Type” then enter the “Total Charge”. The Total

Charge must be the Unit Rate multiplied by the Quantity. Check mark whether or not the container is “Wheeled”. In the boxes provided (the number of boxes will match the Quantity entered),

enter Equipment Number(s) (optional). If you would like to enter comments, click on the COMMENTS button and then

enter internal comments or external comments for the Purchaser. Click on the COMMENTS button again to close the comments fields.

Click on the ADD button to insert this item to the Miscellaneous Charge work order. You will see the line item appear at the bottom of the screen under Details. If you

entered any equipment numbers, they will appear as separate line items. To enter additional line items, begin by selecting a Charge Type and continue

from there, clicking the ADD button to insert each line item. When all line items have been added, click the SUBMIT button. Clicking the CANCEL button at any time before clicking SUBMIT will take you to

the View Miscellaneous Charge screen and will not save any information you entered.


To View Miscellaneous Charges

To view Miscellaneous Charges, click on the “View” option under “Misc Charges” from the left-hand side navigation menu. This will open the View Miscellaneous Charge screen.

Figure MC3

Filtering Criteria Miscellaneous Charge work orders can be filtered by:

WO / Approval Number Purchaser

Provider Reference Number

Charge Type

Location

From and To Date

Provider User Group Charge State

The WO / Approval Number is supplied by the Purchaser when it approves line items on a Miscellaneous Charge work order. For work orders that have not yet been approved by the Purchaser, a dot will display in its place.

The Provider Reference Number is an optional field when creating a Miscellaneous Charge work order. Therefore, in the cases where it is blank, a dot will display in its place.


To View Miscellaneous Charges (continued)

Enter the appropriate criteria and click on the APPLY button to obtain the results. If you enter criteria that return a large result, you will be advised with an error message and the first 200 work orders will be returned. Enter more restrictive criteria to reduce the number of work orders returned.

Miscellaneous Charge States A Miscellaneous Charge line item can be in one of several states:

New – The line item was submitted by the Provider and not yet acted upon by the Purchaser.

Approved – The Purchaser has approved this line item.

Rejected – The Purchaser has rejected this line item.

Invoiceable – The Provider is configured to invoice Miscellaneous Charges and the Purchaser has approved this line item.

Invoiced – The Provider is configured to invoice Miscellaneous Charges and

has added this line item to an invoice. Withdrawn – The Provider has withdrawn this line item.

One Miscellaneous Charge work order can have several line items in varying states. Under the State column, each state will appear preceded by the number of line items for that state Example:

When you filter by Charge State, the results will include any Miscellaneous Charge work order that contains at least one of the selected charge states.

Available Actions From the View Miscellaneous Charge screen, you can:

Edit a work order

View the details for a work order

Withdraw a work order

View the Audit Trail for a work order


(1) New

(2) Approved

(1) Rejected

To Edit a Miscellaneous Charge

To edit a Miscellaneous Charge work order, click on the EDIT button to the right of the View Miscellaneous Charge screen. If the EDIT button is not there, you may not have the proper permissions and should speak to your Draywatch Administrator. Figure MC4

This will open the Edit Miscellaneous Charge screen.

Figure MC5


To Edit a Miscellaneous Charge (continued)

On this screen, you can:

Change the header information (for work orders that have no line items that have been approved by the Purchaser.)

Add additional line item charges by following the same steps above

Withdraw individual line items

Clicking the SUBMIT button will save any changes that have been made. Clicking the CANCEL button at any time before clicking SUBMIT will take you back to the View Miscellaneous Charge screen and will not save any changes you made.

To View the Details for a Miscellaneous Charge

Click on the VIEW button to the right of the View Miscellaneous Charge screen to open the View Miscellaneous Charge Details screen.

Figure MC6 Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.

To View the Details for a Miscellaneous Charge (continued)

Clicking on the BACK button will return you to the View Miscellaneous Charge screen.

To Withdraw Miscellaneous Charges

Withdrawing Entire Work order To withdraw an entire Miscellaneous Charge work order, click on the WITHDRAW button to the right of the View Miscellaneous Charge screen. Figure MC7

This can only be done for work orders with all line items in a New or Rejected state. This action will change the state of ALL the line items on the Miscellaneous Charge work order to WITHDRAWN.

Withdrawing Line Items To withdraw individual line items on a Miscellaneous Charge work order:

Click on the EDIT button to show the Edit Miscellaneous Charge screen.

If a line item is in a New or Rejected state it can be withdrawn by clicking on the WITHDRAW button at the bottom of the screen.

Repeat this for any line items you wish to withdraw.

Click the SUBMIT button.

Clicking the CANCEL button at any time before clicking SUBMIT will take you to the View Miscellaneous Charge screen and will not save any information you entered.

Once a line item is withdrawn, it cannot be resubmitted.

Work orders that have line items that have been withdrawn can still have new line items added to it. Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.

To View the Audit Trail for Miscellaneous Charges

Each Miscellaneous Charge work order has an accompanying Audit Trail that displays any significant changes made to the work order. To view the Audit Trail, click on the AUDIT TRAIL button to the right of the View Miscellaneous Charge screen.

Figure MC8

Contents of an Audit Trail Each Audit Trail entry shows:

The user name and company of the person that took the action

The date and time the action took place

A description of the action

Any comments entered by the user or the Draywatch system

Figure MC9


To Handle Rejected Miscellaneous Charges

The Purchaser may choose to reject individual line items on a Miscellaneous Charge work order or the work order as a whole.

A work order that has all of its line items in a Rejected state can be withdrawn from the View Miscellaneous Charge screen by clicking on the WITHDRAW button to the right.

If you wish to withdraw line items rejected on an individual basis, click on the EDIT button and withdraw each line item.

Rejected line items cannot be resubmitted. New line items can still be added to a work order that has rejected line items.

To Enter and View Comments for Miscellaneous Charges

Types of Comments A Provider may enter internal or external comments for a Miscellaneous Charge work order.

Internal comments will only appear to other users that belong to the same Provider.

External comments will appear to Provider users as well as Purchaser users that

view that work order.

Viewing Comments from the View Miscellaneous Charge screen If a Miscellaneous Charge work order has a comment, the COMMENT button will appear on the View Miscellaneous Charge screen. Holding the mouse over this button will display all comments for this work order. Internal comments will be prefaced with an “I”, external comments will be prefaced with an “E”.

Figure MC10


To Enter and View Comments for Miscellaneous Charges (continued)

Viewing Comments from the Edit Miscellaneous Charge Screen On the Edit Miscellaneous Charge screen, click on the COMMENTS button to make the Internal and External comment boxes appear, as well as a list of all previous comments.

Figure MC11

Any additional comments added will appear on the Comment History list in chronological order.


Reports

Viewing Reports Draywatch provides the ability to query the Draywatch database and return results based on certain criteria entered by the user. Draywatch uses the WebFOCUS reporting environment to retrieve and display the requested data.

Reports are available to specific Provider users based on workgroup access. The report types are:

Accept/Decline Report

Activity Report for Provider

Invoice Status Report Invoiceables Report

Pending Segments Report

Work Order Report

To access the Reports module, click on the “Reports” option under “Tools” from the left-hand side navigation menu.

Figure 96


Viewing Reports (continued)

You will then be shown the Reports page. Select a report type from the drop down list.

Figure 97

A series of drop-down lists and text boxes will appear; these allow you to enter search criteria. The criteria items are different for each report type. For example, the Activity Report for Customer allows you to enter a Customer name, bill of lading number etc. The Pool Inventory report allows the pool name, pool location, and shipment type. Figure 98

To generate the report, enter the appropriate criteria and click on the SEARCH button. Draywatch System Release and Document Revision 20071025230700 Copyright 2007 IBM Transport & Logistics. All rights reserved.

Viewing Reports (continued)

A WebFOCUS window will open that will display the report.

Figure 99

Here are the WebFOCUS functions that are offered:

WebFOCUS Functionality

Button Function

Go To Page – Displays the specified page.

All Pages – Displays all of the pages in the

report on one screen.

Page Select – Scrolls to the first, previous,

next, and last page.

Search – Functions – Searches for the text

in the adjacent box; searches by case, and

sets the search direction.

Help – displays help files for using the

report viewer. ***Help files do not display properly.

Exit – Closes the viewer and disconnects

from WebFOCUS.

Table 8


Granting Access to View Reports

The ability to access reports in Draywatch is granted at the Workgroup level. The Default Workgroup automatically has this access unless removed by an Administrator. Here are the steps to control the access:

Click on the "Workgroups" option under "Tools" from the left-hand side navigation menu.

Find the workgroup you want to change and click on the EDIT button on the far right.

Figure 100

You will see a list of check boxes. Under Miscellaneous Actions, you will see Ability to View Reports. Put a check mark in this box to grant the access (enable) for the workgroup. Remove the check mark to disable access for this workgroup.

Click on the SUBMIT button at the bottom of the page to save the changes. Figure 101

NOTE: Users who belong to multiple workgroups will have access to reports if any one of the workgroups they belong to is granted the access.


Technical Support

The Help Desk

[email protected] provides technical support for the Draywatch system.

E-mail: [email protected]. Please include your SCAC code, a description of your problem or question and a screenshot of your entire screen in your email.

Scope of Help Desk Support

The Help Desk is the first point of contact for technical support.

The Help Desk supports system connectivity, availability, functionality, and all technology underlying Draywatch and the applications and systems integrated with it. The Help Desk will troubleshoot access to Provider, Purchaser, and Customer web pages and will troubleshoot printing problems. However, users should first attempt to get resolution through their company’s internal IT support.

The Help Desk will provide assistance for functionality questions, such as “How To” questions (How do I create a Workgroup and add Users to it?). The Help Desk will provide assistance in obtaining system updates, for example, missing gate activity.

If there is an outage or system problem, the Help Desk will announce the problem to all Draywatch users by inserting an Alert in the [email protected] email queue.

The Help Desk does not provide user administration, such as password resets. See details in the section User Administration which follows.

Hardware Requirements

Each user accessing Draywatch must be equipped with a Microsoft Windows-based Personal Computer (PC) conforming to the following configuration:


Hardware Requirements (continued)

Hardware Requirements

Operating Minimum Minimum Minimum Minimum Screen System RAM CPU MHz Disk Resolution Available

Windows ‘95 32 MB Pentium II 333 50 MB 1024x768

Windows ‘98 32 MB Pentium II 333 50 MB 1024x768

Windows ME 32 MB Pentium II 333 50 MB 1024x768

Windows NT 3.51 64 MB Pentium II 333 50 MB 1024x768

Windows NT 4.0 64 MB Pentium II 333 50 MB 1024x768

Windows 2000 64 MB Pentium II 333 50 MB 1024x768

Windows XP 64 MB Pentium II 333 50 MB 1024x768

Table 9

The Draywatch web sites have been designed for a screen resolution of 1024 x 768. This resolution setting will provide the best viewing experience. If you are running a lower screen resolution, you will see scroll bars on some pages. You will need to use the scroll bars to see more information on the screen. To change your Windows screen resolution:

Click the START button on lower left-hand corner task bar.

Select "Settings" and then "Control Panel".

Double-click the icon named "Display".

Click the last page tab called "Settings".

Adjust the "Screen Area" with the slide control by holding down the slide control button with the left mouse button and sliding it to 1024 by 768 pixels.

Click OK.

Software Requirements

The following free web browser software must be available on the PC. Adobe Acrobat Reader, required to print work orders, is free also.

Software Requirements

Software Vendor Version Available From Internet Microsoft 5.5 or

http://www.microsoft.com/downloads/ Explorer Corp. 6.0**

Acrobat Adobe 4.0 or http://www.adobe.com/products/acrobat/readstep.html

Reader Systems, Inc. 5.0

Table 10

NOTE: Netscape Navigator and AOL, America On-Line are not supported.

Upon installation, the Internet Explorer security settings must be set to “medium”.

Draywatch System Release and Document Revision 20071025230700

Software Requirements (continued)

To set Internet Explorer security settings to medium:

Click the Tools menu item.

Click Internet Options.

Click the Security tab.

Click on the globe/Internet zone icon. “Security Level for This Zone” should be set to Medium (click the Default Level

button to reset to Medium or slide the gage button by clicking and holding it as you slide it.

**SPECIAL NOTE: Internet Explorer version 5.5 is not fully compatible with FileNET Panagon IDM Viewer version 3.0. If you must upgrade to IE 5.5 to use Draywatch, upgrade a machine that is not using FileNET version 3.0.

Internet Connection

A connection to the Internet is mandatory. The Help Desk is not able to make recommendations for the choice of ISP (Internet Service Provider) and does not support this connection. While the Help Desk cannot make recommendations for the type of Internet connection (56K modem, DSL, cable, T1, etc.), the work experience would be greatly enhanced with a connection faster than 56K dial-up modem.

Before You Call…

Verify that you have an Internet connection by going to another web site such as www.yahoo.com. Is this the first time you are accessing Draywatch? Are you using a supported web browser, i.e. Microsoft Internet Explorer version 5.5 or 6.0?

User Administration

It is the responsibility of the Draymen to perform user administration. All associated administrative functions with User Groups (i.e. deletions, revisions) and Workgroups are the responsibility of the Draymen also. See sections Setting Up Provider User Groups and Setting Up Provider Workgroups. Specifically, Draywatch company Administrators are responsible for the following:

Create new user login accounts

Delete user access (especially when the user has left the organization)

Reset user passwords Create and edit User Groups

Create and edit Workgroups to specify user access

Draywatch System Release and Document Revision 20071025230700 Page 101 Copyright 2007 IBM Transport & Logistics. All rights reserved.

Additional Support

Intermodal Regional Dispatch

Questions pertaining to specific work orders or equipment numbers should be addressed with the Maersk Line Intermodal Dispatch Coordinator whose name appears on the work order. Within Draywatch, the dispatcher’s name and phone number appear on both the printed format of the work order and the View Segment Details screen. Issues such as rates, cancellations, revisions, and accessorial approval must be addressed with the appropriate regional dispatch group.

On-Line Help

Figure 102

There is an extensive On-Line Help facility in Draywatch.

Click the “Help” menu item on the black navigation tool bar, which is always in view.

The Help text provides information about the various operations that can be performed.

You can search this help text or select by sections. The available sections depend on the access level assigned to the login ID of the user and the type of organization (Purchaser, Provider, Customer, or Administrator).

Help is organized into the following sections:

General Topics

Registration (Administrators only)

Administrative Site Profile (Administrators only) Working with Work Orders and Segments

Viewing and Updating Status Events

Working with Accessorial charges

Working with Pools

Working with Shipments (Purchasers only)

Tools and Master Data Other Information


Process/Procedures for Outages

Drayman/Provider

If Draywatch System/internet connection is down, the following should occur:

First, check with the IBM Transport & Logistics Help Desk to confirm your outage and the cause of it. Please see the Technical Support section.

Upon confirmation, notify your local dispatch office to advise them of the outage.

Work orders will be hard-copy faxed to the Drayman’s fax machine by the local dispatch office. Drayman can utilize hard copies for dispatching as they do today.

In addition, those same work orders will eventually feed to Drayman’s Draywatch site.

Therefore, Drayman will later have to go into the Draywatch System to reconcile work orders received via fax against Tendered Segments in DWS. These still have to go through the accept/decline process and all status updates performed on equipment moves.

If the Drayman wants to send an accessorial charge, they will have to wait until the system is back up. In the meantime, call your local dispatch office to advise them of the accessorial charges incurred. A work order will be cut and attached to the accessorial approval screen once the Drayman has transmitted the expense through DWS when the system is up and running.

Maersk Line

If Draywatch System is down, the following should occur:

A phone call should have been received from Drayman, or correspondence received from IBM Transport & Logistics notifying Dispatch of the outage.

Work orders will have to be transmitted via CDS to both the Drayman’s Draywatch site as well as their fax machine. NOTE: Make sure you click on both transmission types in the CDS transmit screen.

Once Draywatch is up and running, all transmissions will go to the Drayman’s site and the accept/decline process will resume. Therefore, you will still be monitoring event statuses in CDS to ensure proper acceptance and movement of containers.

For any accessorial expenses received from Drayman over the phone, cut an accessorial work order and attach to DWS accessorial screen upon receipt in DWS.


Appendix

Appendix A – Charge Types for Accessorial and Miscellaneous Charges

MODE TYPE DESCRIPTION FOR DRAYWATCH

BBK LT BBK-Breakbulk/LTL - DO NOT USE

BBK OG BBK-Breakbulk/OOG

BBK OW BBK-BREAKBULK/OW

DET DT DET-Detention

DET DR DET-Detention

DOC CU DOC-Documentation/Customs,Agr

DOC GI DOC-Gate Inspections

DOC XO DOC-Empty/Extraordinary Cost

DOM DM DOMESTIC

GAS FX GAS SURCHARGE

GAS FL GAS FUEL

HAN CF HAN-Handling/CFS

HAN LI HAN-Handling/Lifts

HAN SW RAILSWITCHING

HAN HG HAN/HANGER BEAMS

HAN BU HAN-Empty Bundling

HAN SG HAN-Empty Stuffing Gens

HAN XO HAN-Empty Extraordinary

HAN MG HAN-Empty Mounting,Dismount

OWT OW OWT-Overweight/Fines,Scaling,Stuffing

OWT PN Overweight Permits - Non recoverable

OWT PE Overweight Permits - Recoverable

OWT DT DET/DETENTION

OWT RS Rail overweight surcharge - Recoverable

OWT RN Rail overweight surcharge - Non recoverable

OWT FI OWT/

RFR CH RFR-Reefer/Charts

RFR FL RFR-Reefer/Fueling

RFR AD Reefer Administration Cost

RFR IN RFR-Reefer/Inspections

RFR MO RFR-Reefer/Monitoring

RFR PI RFR-Reefer/Plug In

RFR RP RFR-Reefer/Repair

ROY RY ROYALTY

SEC SE SECURITY

STO DG STO-Storage/Demurrage

Draywatch System Release and Document Revision 20071025230700 Page 104

Copyright 2007 IBM Transport & Logistics. All rights reserved.

STO RR STO-Storage/Railroad

STO PO STO-Storage/Pool

STO XO STO-Storage/Extraordinary

STO AV STO/Rail Storage Avoidance

STO VA STO-VA

STO IR STO/INTERMODAL ERROR

STO RU STO-Empty/Rail Container - DO NOT USE

STO RC STO-Empty/Rail Chassis - DO NOT USE

STO PU STO-Empty/Pool Container - DO NOT USE

STO PC STO-Empty/Pool Chassis - DO NOT USE

TRM LI TRM-Lifts

TRM GI TRM-Gate Inspection

TRM MO TRM-Monitoring

TRM MT TRM-Mounting - DO NOT USE

TRM SO Storage

TRM WF Wharfage

TRM OT TRM-Overtime

VAR AD VAR-Various/Admin Fee

VAR DR Customer Responsible for Dry Run Charges

VAR FL VAR-Various/Fuel Surcharge

VAR LE VAR-Various/Lease

VAR LG VAR-Various Lease Gate

VAR LP VAR-Various/Late Pick Up - DO NOT USE

VAR SE VAR-Various/Security

VAR ST VAR-Various/Stuffing, Stripping - DO NOT USE

VAR SO VAR-Various/Stop Off

VAR UL VAR-Various/Unload - DO NOT USE

VAR HZ VAR-Various/Hazardous

VAR IN VAR-Various/Inspection

VAR EQ VAR-Various/Equalization

VAR BT VAR-Empty Bull Ring - DO NOT USE

VAR CR VAR-Empty Chassis Recovery

VAR SM Various Stop off Maersk Responsibility

VAR TM Various Triaxle Maersk Responsibility

VAR PP LSA Pre-Pulls to avoid Pier Pass

VAR DH Dead Head Miles

VAR DC Maersk Responsible for Dry Run Charges

VAR DD VAR-Various/Drop and Pick

VAR RF Reefer add-on charges

VAR TL VAR-TOLL

VAR CS VAR/Chassis Spot for loaded eq - DO NOT USE

VAR FX VAR/FUEL SURCHARGE

VAR TX VAR/TRI-AXLE

VAR DP VAR-Various/Drop and Pick


VAR MR VAR/MAINTENANCE RELATED

VAR LA VAR/LA ALAMEDA CORRIDOR

VAR DM VAR/DOMESTIC

VAR IV VAR-Empty Inventory

VAR SC VAR-Empty Steam Clean

VAR DT VAR-Empty Detention


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