Your Transportation Management Data Template
Your Transportation Management Data Template
- Recommended attributes for comprehensive analysis
- Key activities to track for process discovery
- Detailed extraction guidance for Blue Yonder TMS
Transportation Management Attributes
| Name | Description | ||
|---|---|---|---|
| Activity ActivityName | The name of the specific business event or activity that occurred at a point in time for a shipment. | ||
| Description This attribute describes a single step in the transportation process, such as 'Shipment Planned', 'Carrier Tendered', or 'Goods Delivered'. These activities form the nodes of the discovered process map, and their sequence defines the process flow for each shipment. Analyzing the sequence and frequency of these activities is core to process mining. It helps to identify the most common process paths (variants), discover bottlenecks where activities are delayed, and pinpoint rework loops where activities like 'Tender Rejected' are repeated. Why it matters It defines the steps of the process, allowing for the visualization of the shipment journey and the identification of process inefficiencies. Where to get Derived from event logs, status change records, or transaction codes within various modules of Blue Yonder TMS. This often requires mapping system events to business-friendly activity names. Examples Shipment PlannedCarrier TenderedGoods DeliveredPayment Processed | |||
| Shipment ShipmentId | The unique identifier for a single shipment, which serves as the case ID for the transportation process. | ||
| Description The Shipment ID is the central key that links all activities and events related to the movement of goods from a starting point to a destination. Each unique ID represents a complete transportation case, encompassing everything from the initial request to the final payment. In process mining analysis, this attribute is fundamental for reconstructing the end-to-end journey of each shipment. It allows for the grouping of events like 'Shipment Planned', 'Goods Picked Up', and 'Goods Delivered' into a coherent process flow, enabling the calculation of cycle times and the identification of process variants for individual shipments. Why it matters This is the essential Case ID that connects all related transportation events, making it possible to analyze the entire lifecycle of a shipment. Where to get This is a primary key in shipment or load management modules within Blue Yonder TMS. Consult system documentation for the specific table, likely related to shipment headers. Examples SHP-0012845SHP-0012991SHP-0013054 | |||
| Start Time EventTime | The timestamp indicating when a specific activity or event occurred. | ||
| Description Event Time provides the precise date and time for each activity in the shipment process. It is the chronological backbone of the event log, enabling the ordering of activities and the calculation of durations between them. In analysis, this timestamp is critical for calculating all time-based KPIs, such as End-to-End Shipment Cycle Time, Customs Clearance Duration, and On-Time Delivery performance. It allows for the identification of when delays occur and how long each stage of the process takes. Why it matters This timestamp is essential for ordering events, calculating cycle times, and analyzing process performance over time. Where to get This is typically found alongside status or event records in the transaction logs of Blue Yonder TMS. Each event or status change should have an associated timestamp. Examples 2023-04-15T09:00:00Z2023-04-16T14:30:00Z2023-04-25T11:15:00Z | |||
| Last Data Update LastDataUpdate | The timestamp when the data for this record was last refreshed or extracted from the source system. | ||
| Description This attribute indicates the freshness of the data. It records the date and time the event log was last updated from Blue Yonder TMS. In analysis, this is important for understanding the timeliness of the dashboards and KPIs. It allows users to know if they are looking at real-time information or data from a previous period, which is crucial for making informed operational decisions. Why it matters It informs users about the recency of the data, which is critical for the relevance and accuracy of the analysis. Where to get This is a metadata field typically generated and added during the data extraction (ETL) process. Examples 2023-05-20T02:00:00Z2023-05-21T02:00:00Z | |||
| Source System SourceSystem | Identifies the system from which the data was extracted. | ||
| Description This attribute specifies the origin of the event data, which in this case is Blue Yonder TMS. It is particularly useful in environments where data from multiple systems might be combined for a broader process view. For analysis, it helps in filtering data and understanding its context. Maintaining this information ensures data lineage and is a best practice for data governance. Why it matters It provides crucial context about data origin, ensuring traceability and helping to manage data from multiple sources. Where to get This is typically a static value added during the data extraction, transformation, and loading (ETL) process. Examples Blue Yonder TMSBY_TMS_NABY_TMS_EMEA | |||
| Actual Delivery Time ActualDeliveryTime | The actual timestamp when the 'Goods Delivered' event occurred. | ||
| Description This attribute is the timestamp associated specifically with the final delivery activity. It records the precise moment the shipment reached its destination and was confirmed as delivered. It is a crucial data point for performance measurement. The 'On-Time Delivery Rate' KPI is calculated by comparing this timestamp with the 'RequestedDeliveryDate'. Furthermore, it marks the end point for calculating the 'Overall Throughput to Delivery' KPI. Why it matters This timestamp is essential for calculating the on-time delivery rate and measuring the total shipment transit time. Where to get This is the timestamp of the 'Goods Delivered' status update, often received via an EDI message from the carrier or a manual entry in Blue Yonder TMS. Examples 2023-04-25T11:15:00Z2023-05-11T09:30:00Z | |||
| Carrier Name CarrierName | The name of the transportation company or logistics provider responsible for moving the shipment. | ||
| Description The Carrier Name identifies the third-party company assigned to execute the transportation of goods. This could be a trucking company, an airline, a shipping line, or a freight forwarder. This attribute is essential for performance analysis, particularly for the 'Carrier Performance Comparison' dashboard. It allows for filtering and segmenting data to compare carriers on metrics like on-time delivery rates, pickup adherence, and average delay durations. This helps in strategic carrier selection and relationship management. Why it matters It enables performance comparison and analysis across different carriers to optimize carrier selection and improve service quality. Where to get Found in the shipment or load details within Blue Yonder TMS, often linked from a master data table for carriers. Examples Global Shipping Inc.FastLane LogisticsAirExpress Cargo | |||
| Destination Country DestinationCountry | The country where the shipment is being delivered. | ||
| Description This attribute specifies the final destination country for the shipment, derived from the consignee's address or the delivery location. Similar to Origin Country, this attribute is used for geographical segmentation. It allows analysts to compare performance for different trade lanes (e.g., USA to Canada vs. USA to Mexico), analyze delivery challenges in specific countries, and assess the impact of cross-border complexities on cycle times. Why it matters It allows for performance analysis by destination, which is crucial for understanding trade lane complexities and regional delivery challenges. Where to get Stored as part of the destination location or consignee address data in the shipment details within Blue Yonder TMS. Examples CanadaMexicoUnited Kingdom | |||
| Mode of Transport ModeOfTransport | The method of transportation used for the shipment, such as truck, air, sea, or rail. | ||
| Description This attribute specifies the transportation mode. Common values include Less-than-Truckload (LTL), Full Truckload (FTL), Air Freight, Ocean, and Rail. In process analysis, the mode of transport is a critical dimension for filtering and comparison. Processes, cycle times, and costs can vary significantly between different modes. For example, the 'Customs Clearance Bottleneck Analysis' is highly relevant for Air and Ocean shipments but less so for domestic truck shipments. Analyzing performance by mode helps tailor improvement initiatives to specific logistics contexts. Why it matters It allows for segmented analysis, as different transport modes have distinct processes, costs, and typical cycle times. Where to get This is a standard field in shipment planning and rating modules within Blue Yonder TMS. Examples LTLFTLAirOcean | |||
| Origin Country OriginCountry | The country from which the shipment originates. | ||
| Description This attribute specifies the starting country for the shipment journey. It is derived from the shipper's address or the pickup location details. In analysis, Origin Country is a powerful dimension for segmenting the data. It helps in understanding regional differences in process performance, carrier availability, and cycle times. For example, it is crucial for analyzing customs clearance times for international shipments. Why it matters It enables geographical analysis of process performance, helping to identify regional bottlenecks or variations in efficiency. Where to get Stored as part of the origin location or shipper address data in the shipment details within Blue Yonder TMS. Examples USAGermanyChina | |||
| Requested Delivery Date RequestedDeliveryDate | The delivery date requested by the customer or required by the sales order. | ||
| Description This attribute captures the target delivery date that the logistics process is aiming to meet. It represents the customer's expectation or the internal service level agreement (SLA) for the shipment. This date is the baseline for calculating the 'On-Time Delivery Rate' KPI. By comparing the 'ActualDeliveryTime' to the 'RequestedDeliveryDate', the analysis can determine if a shipment was early, on-time, or late. This is fundamental for the 'On-Time Pickup and Delivery Performance' dashboard. Why it matters It serves as the primary benchmark for measuring on-time delivery performance and customer satisfaction. Where to get This information typically originates from an upstream system like an ERP or Order Management System and is stored in the shipment request details in Blue Yonder TMS. Examples 2023-04-25T23:59:59Z2023-05-10T17:00:00Z | |||
| Shipment Status ShipmentStatus | The current or last known status of the shipment. | ||
| Description Shipment Status indicates the current state of the shipment within its lifecycle, such as 'Planned', 'In-Transit', 'Delivered', or 'Cancelled'. It provides a snapshot of where the shipment is in the process. In process mining, analyzing the final status of cases is important for outcome analysis. For instance, comparing the process flows of 'Delivered' shipments versus 'Cancelled' shipments can reveal patterns that lead to undesirable outcomes. It also helps in monitoring the active workload by filtering for shipments that are not yet complete. Why it matters It provides a quick overview of the shipment's current state and helps differentiate between completed, in-progress, and cancelled shipments. Where to get This is a key field on the shipment header or main status tracking table in Blue Yonder TMS. Examples PlannedIn-TransitDeliveredCancelled | |||
| Actual Pickup Time ActualPickupTime | The actual timestamp when the 'Goods Picked Up' event occurred. | ||
| Description This attribute records the exact time the carrier physically collected the shipment from the origin point. It marks the official start of the in-transit phase. This data point is essential for measuring carrier performance. It is compared against the 'ScheduledPickupTime' to calculate the 'On-Time Pickup Rate' and 'Average Pickup Delay Duration' KPIs. Analyzing deviations helps in identifying issues with specific carriers or pickup locations. Why it matters This timestamp is used to accurately measure pickup performance and identify early-stage delays in the transportation process. Where to get This is the timestamp of the 'Goods Picked Up' status update, typically received from the carrier via EDI or entered manually in Blue Yonder TMS. Examples 2023-04-16T14:30:00Z2023-05-02T10:15:00Z | |||
| Delay Reason DelayReason | A code or text explaining the cause of a delay for a pickup or delivery. | ||
| Description This attribute captures the reason provided for why a shipment milestone was missed. Examples include 'Weather Delay', 'Customs Hold', or 'Carrier Capacity Issue'. This information is often provided by the carrier. This is critical for the 'On-Time Pickup and Delivery Performance' dashboard. Instead of just knowing a shipment was late, this attribute explains why. Analyzing the most common delay reasons allows the logistics team to proactively mitigate risks and work with carriers to address recurring problems. Why it matters It explains the root cause of delays, enabling proactive risk management and targeted improvements with carriers. Where to get This data is often captured in event or exception management sections of Blue Yonder TMS, frequently populated from carrier EDI updates (e.g., EDI 214). Examples WeatherCustoms HoldDriver DelayFacility Congestion | |||
| Freight Bill Discrepancy FreightBillDiscrepancyReason | A code or description explaining why a freight bill failed its audit. | ||
| Description When a freight bill audit results in a discrepancy, this attribute provides the reason. Examples include 'Incorrect Rate', 'Duplicate Invoice', or 'Missing Proof of Delivery'. This attribute is key to the 'Proof of Delivery and Billing Accuracy' dashboard and the 'Freight Bill Rework Rate' KPI. Analyzing the frequency of different discrepancy reasons helps to identify the root causes of billing errors, whether they originate from carrier mistakes, contract misalignments, or internal process issues. This allows for targeted actions to reduce invoice rework. Why it matters It provides the root cause for billing errors, enabling targeted improvements to reduce freight bill rework and payment delays. Where to get Located in the freight audit and payment module of Blue Yonder TMS, associated with exception or rejection logs. Examples Incorrect Rate AppliedDuplicate InvoiceAccessorial Charge Dispute | |||
| Is On-Time Delivery IsOnTimeDelivery | A calculated flag that indicates whether the shipment was delivered on or before its requested delivery date. | ||
| Description This boolean attribute is derived by comparing the 'ActualDeliveryTime' with the 'RequestedDeliveryDate'. It is true if the actual delivery is on or before the requested date, and false otherwise. As a calculated metric, it simplifies analysis and visualization for the 'On-Time Delivery Rate' KPI. It allows for easy filtering and aggregation to create dashboards that show on-time performance percentages over time, by carrier, or by transport mode, directly supporting the 'On-Time Pickup and Delivery Performance' dashboard. Why it matters This simplifies on-time performance analysis and allows for quick filtering and aggregation in dashboards and KPIs. Where to get This attribute is not in the source system. It is calculated during the data transformation process using the formula: ActualDeliveryTime <= RequestedDeliveryDate. Examples truefalse | |||
| Scheduled Pickup Time ScheduledPickupTime | The planned date and time for the carrier to pick up the goods from the origin. | ||
| Description This attribute stores the appointment time that was scheduled and agreed upon with the carrier for collecting the shipment. It is a key milestone in the shipment plan. This timestamp is used as the baseline for calculating the 'On-Time Pickup Rate' and 'Average Pickup Delay Duration' KPIs. Comparing it with the 'ActualPickupTime' helps identify delays at the very beginning of the shipment's journey, which often have a cascading effect on subsequent milestones. Why it matters It is the benchmark for measuring on-time pickup performance, a key indicator of carrier reliability and planning accuracy. Where to get Located in the appointment scheduling or load planning modules of Blue Yonder TMS. Examples 2023-04-16T14:00:00Z2023-05-02T10:00:00Z | |||
| Shipment Cycle Time ShipmentCycleTime | The total duration of the shipment from the first activity to the last. | ||
| Description This calculated metric measures the total elapsed time for a shipment case. It is typically calculated as the difference between the timestamp of the last event (e.g., 'Payment Processed') and the first event (e.g., 'Shipment Request Received'). This attribute directly supports the 'Shipment End-to-End Cycle Time' KPI and dashboard. Analyzing its distribution helps to understand overall process efficiency, identify outliers (exceptionally long-running cases), and track the impact of improvement initiatives on the total process duration. Why it matters It provides a high-level measure of overall process efficiency and is a key metric for identifying long-running or problematic shipments. Where to get This metric is calculated within the process mining tool or during data transformation by subtracting the minimum event time from the maximum event time for each case (ShipmentId). Examples 10 days 4 hours25 days 11 hours15 days 2 hours | |||
| User User | The user ID or name of the person who performed the activity. | ||
| Description This attribute identifies the logistics planner, coordinator, or system user responsible for executing a specific event or status change in the TMS. For automated events, this might be a system or service account ID. Analyzing by user helps to understand workload distribution, individual performance, and training needs. It can reveal if certain users are associated with higher rates of rework or delays, or if specific teams are more efficient than others. This supports resource management and targeted process improvement efforts. Why it matters It enables analysis of performance and workload by user or team, helping to identify training opportunities and resource constraints. Where to get This information should be available in the transaction or event logs, often as a 'Changed By' or 'User ID' field associated with each record. Examples j.doea.smithTMS_AUTOMATION_USER | |||
Transportation Management Activities
| Activity | Description | ||
|---|---|---|---|
| Customs Cleared | For international shipments, this activity marks the point where the goods have successfully passed through customs at a border or port. This event is triggered by a notification from a customs broker or the carrier. | ||
| Why it matters Customs is a common source of significant delays in international logistics. Measuring the time to achieve clearance is critical for identifying bottlenecks and improving cross-border transit times. Where to get This is typically recorded as an explicit event, based on a carrier message (e.g., EDI 214) or a manual update, which changes the shipment's customs status to 'cleared'. Capture Capture the timestamp when the shipment's customs status is updated to 'Cleared'. Event type explicit | |||
| Goods Delivered | This milestone signifies that the shipment has physically arrived at the consignee's destination. The carrier provides this confirmation, usually through an EDI 214 message, which updates the shipment status in the TMS. | ||
| Why it matters This is a critical success milestone, marking the end of the physical transit. It is the basis for measuring on-time delivery performance, a key indicator of customer satisfaction and carrier reliability. Where to get This is an explicit event captured from a carrier delivery confirmation message. The TMS logs the timestamp when the EDI 214 (with status 'D1') or equivalent message is processed. Capture Use the timestamp from the processed carrier delivery confirmation message. Event type explicit | |||
| Goods Picked Up | This activity marks the physical start of the shipment's journey, when the carrier takes possession of the goods from the origin location. This event is typically recorded in Blue Yonder TMS based on a status update message from the carrier, such as an EDI 214 transaction. | ||
| Why it matters This is a critical execution milestone that confirms the shipment is underway. It serves as the baseline for calculating in-transit times and measuring on-time pickup performance against the scheduled date. Where to get This is an explicit event captured from carrier status updates. The system records the timestamp when a pickup confirmation (e.g., EDI 214 with status 'AF' or 'X3') is processed. Capture Use the timestamp from the processed EDI 214 or other carrier pickup confirmation message. Event type explicit | |||
| Payment Processed | This is the final activity in the shipment lifecycle, confirming that the carrier has been paid for the transportation service. This event typically originates in an external financial system (ERP) and is updated back to the TMS. | ||
| Why it matters This activity marks the financial closure of the shipment. Analyzing the cycle time from delivery or audit to payment is important for managing working capital and maintaining good carrier relationships. Where to get This is usually an explicit event recorded when an interface message from the accounts payable or ERP system updates the payment status of the freight bill in the TMS. Capture Use the timestamp from the payment confirmation message received from the financial system. Event type explicit | |||
| Shipment Booked | This milestone indicates that a carrier has accepted the tender and is committed to handling the shipment. The shipment status is updated to 'booked' or 'committed', locking in the carrier and rate for the transport. | ||
| Why it matters This is a key milestone that finalizes the planning phase and moves the shipment into execution. Measuring the cycle time to this point helps evaluate booking efficiency and responsiveness. Where to get This is captured when a carrier acceptance (e.g., EDI 990) is received and processed, triggering an explicit status change on the shipment record in the TMS. Capture Capture the timestamp of the status change to 'Booked' or 'Committed'. Event type explicit | |||
| Shipment Request Received | This activity marks the creation of a transportation need within Blue Yonder TMS, typically initiated by an order from an upstream system like an ERP. It represents the official start of the shipment lifecycle, where a new shipment record is created with an initial 'unplanned' or 'new' status. | ||
| Why it matters This is the primary start event for the end-to-end transportation process. Analyzing the time from this event to subsequent planning activities helps identify initial processing delays and measure overall throughput. Where to get This event is typically inferred from the creation timestamp of the shipment record in the core shipment or order tables. It can also be an explicit event logged when an interface message from an ERP is processed. Capture Use the creation timestamp of the shipment record. Event type inferred | |||
| Carrier Tendered | This activity occurs when the shipment is formally offered to a specific carrier for acceptance. This is a distinct action within the TMS, often triggering communication to the carrier via an EDI 204 transaction, an email, or a portal notification. | ||
| Why it matters This event is the starting point for measuring carrier responsiveness and tender acceptance rates. Analyzing the time between tendering and carrier response is key to understanding carrier relationship efficiency. Where to get Blue Yonder TMS likely logs this as an explicit event in a shipment history or tender history table when the tender action is executed by a user or the system. Capture Logged in shipment event history when the tender action is executed. Event type explicit | |||
| Freight Bill Audited | The carrier's invoice, or freight bill, has been systematically or manually audited against the contracted rates, accessorial charges, and proof of delivery. This step verifies the charges before payment is approved. | ||
| Why it matters This is a key financial control point. Analyzing the audit process can reveal frequent billing discrepancies, while rework at this stage indicates issues that increase administrative overhead. Where to get This event is captured when the freight bill associated with the shipment has its status changed to 'Audited', 'Approved for Payment', or a similar state within the TMS freight audit module. Capture Capture the timestamp of the status change on the freight bill entity linked to the shipment. Event type inferred | |||
| In-Transit Update Received | Represents the receipt of a location or status update from the carrier while the shipment is en route. These updates, often from EDI 214 messages, provide visibility into the shipment's progress and any potential delays. | ||
| Why it matters These events are essential for tracking shipment progress and identifying in-transit delays. A lack of updates can indicate visibility gaps, while frequent delay updates signal carrier performance issues. Where to get These are explicit events logged in a shipment tracking or event history table each time a carrier in-transit message (e.g., EDI 214 with status 'X1', 'AG') is received and processed. Capture Each processed in-transit carrier message creates a new event log entry. Event type explicit | |||
| Proof of Delivery Received | This activity represents the receipt of formal documentation confirming delivery, such as a signed bill of lading. This is often a separate step after the physical delivery and is a prerequisite for freight payment. | ||
| Why it matters Efficiently receiving Proof of Delivery (POD) is vital for accelerating the billing and payment cycle. Delays in this step directly impact cash flow and can lead to carrier payment disputes. Where to get This is usually captured when a user manually flags the POD as received or attaches the document to the shipment record in the TMS, triggering a status change. Capture Capture the timestamp when a 'POD Received' flag or status is set on the shipment. Event type inferred | |||
| Shipment Cancelled | Represents the termination of a shipment before it was picked up. This can happen for various reasons, such as a customer cancelling an order or a planning change, and it serves as a final, unsuccessful end state. | ||
| Why it matters Tracking cancellations is important for understanding demand volatility and process waste. Analyzing why shipments are cancelled can reveal issues in order management or planning processes. Where to get This is an explicit event, captured when a user or an automated process changes the shipment's primary status to 'Cancelled'. Capture Capture the timestamp of the status change to 'Cancelled'. Event type explicit | |||
| Shipment Planned | Represents the completion of the initial planning phase where a route, mode of transport, and potential carriers are determined for the shipment. The system's planning engine generates a solution, and the shipment status is updated to reflect that a plan is available. | ||
| Why it matters Tracking this activity helps measure the efficiency of the planning and optimization engine. Delays or rework loops involving this step can indicate issues with master data, carrier availability, or system configuration. Where to get This is likely inferred from a status change on the shipment entity, for example, moving from 'unplanned' to 'planned'. The timestamp of this status change marks the event. Capture Capture the timestamp when the shipment status changes to a 'planned' state. Event type inferred | |||
| Tender Rejected | This event signifies that a carrier has declined the offer to transport the shipment. This rejection is typically received electronically via an EDI 990 transaction or a manual update in the carrier portal, triggering a workflow to find an alternative carrier. | ||
| Why it matters Tracking tender rejections is crucial for identifying rework loops in carrier selection. High rejection rates may indicate problems with pricing, carrier capacity, or inaccurate load information, leading to delays and increased costs. Where to get This is usually captured as an explicit event when a carrier rejection response is processed by the TMS, updating the shipment's tender status. Capture Logged as an event upon receipt of a carrier rejection message (e.g., EDI 990). Event type explicit | |||
Extraction Guides
Extraction methods for this process are currently being validated. Please check back later or contact us for assistance.