8. Valuation & Penalty October 1, 2008 Version : 5.0

8. Valuation & Penalty

October 1, 2008

Version : 5.0

UG_0700021_A User Manual Glovis India TMS Project

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1. Valuation Management Overview

This improves a transport efficiency by valuating the transport performance classified by transport vendors with various standards and allocating scores to the transport, and inducing a natural competition.

Moreover, this improves the transport performance of the transport vendors by reflecting a score result on a next transport allocation rate.

2. Valuation Management Process Flow

Process System Customer / Process

1. Valuation

& Penalty

Item Master

2. Valuation

&

Penalty

Standard

3.POD

4. Valuation

&

Penalty Entry

Valu & Pnlt Standard

Valu & Pnlt Standard Entry

Valu & Pnlt EntryOperator

Valuation Entry

Operator

Valu & Pnlt Item Master

Valu & Pnlt Item Entry

Operator

POD

Proof of delivery Entry

Operator

HMI AS400 POD I / F (Interface)


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Process System Customer / Process

5. Penalty

Confirm

6. Payment

Penalty Confirm

Penalty Confirm

Operator

2. Valuation Management Process Flow

Payment Entry Operator

Payment Entry


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Screen Name Valuation & Penalty Item Master

Menu Path Transport > Valuation & Penalty > Valuation & Penalty Item

1.4 Valuation Management

Business

Step

Valuation & Penalty Item

Process

Name

3. Transport Written by Yun Park Date 2008.10.01

Business Description

A total transport performance function classified by transport vendors is added through a second GITMS development.

Codes for standard fields as a valuation basis are necessary for the valuation.That is, this is a screen for generating and managing a basic code for the valuation.For example, `SYGIT` is necessary code for managing a delay of `Gate In` time. A

valuation score is reflected by calculating a time of `Gate In`.A valuation basic code is divided into a system code and a user cod. The system code

is indispensable code for a valuation field which is automatically calculated and generated in a POD entry. A user cannot modify or delete the system code.

However, the user code represents a specific cod which is not automatically generated by a system such as `Fuel Pilferage`.

Moreover, valuation & penalty are selectively used as a valuation basic code.Because this has an influence on other fields, this set is important. For example, If the

valuation is set to Ùse`, and the penalty is set to Ùnuse`, the valuation score occurs, but penalty does not occur.


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Screen Name Valuation & Penalty Item Master

Menu Path Transport > Valuation & Penalty > Valuation & Penalty Item


Business

Step

Valuation & Penalty Item

Process

Name


DefinitionValuation & Penalty standard code management.Various standard codes are registered to be used in Valuation & Penalty

management.Input contents on ① of an upper portion, and save the contents by clicking [Save]

button.A code including `SY` denotes a system code. The system code cannot be modified or

unused.

Field DescriptionItem CD : Input 5 characters of alphabet as a standard code.Item Name : Code Description.Sys/User : System Code/User Code

(This is an inquiry condition, and a user is registered irrespective of the selection.)

Add/Demerit : Adding score / Demerit scoreEval/Pnlt : If `Valuation Use` is checked, this is used in the valuation management.

If `Penalty Use` is checked, this is used in the penalty management. (Both of them can be checked.)

Use Y/N : Use state ( `N` denotes Ùse stop`.)

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Screen Name Valuation & Penalty Standard Inquiry

Menu Path Transport > Valuation & Penalty > Valuation & Penalty Basis


Business

Step

Valuation & Penalty Basis

Process

Name



A category for the valuation is necessary for the valuation & penalty.For example, the valuation is performed based on a time delay of `Gate In`, and

different scores are allocated according to a minute unit.A category of minutes unit is necessary for this valuation.This is a place for registering and managing the category for the valuation.There are various sorts of categories for the valuation.Time, Date, The number of vehicles, Truck Year (ages) are applied for various categories

according to the valuation filed.In case of a user code except a system code, because the user code is applied for a

specific case, scores are allocated irrespective of the category when the specific case occurs.

In the case of the user code, scores are allocated and registered differently according to a situation.


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Business

Step


Process

Name


DefinitionScore & Penalty are registered to be matched with a category using a valuation &

penalty standard code.For example, in a case of `Gate In Time`, if a category (Std.Number) is 30 minutes, the

valuation score is -1.

Field DescriptionValu / Pnty Seq : Valuation/Penalty Sequence Number ( Whenever a registration is

newly performed, this increases.)Item CD : Code registered in Item Master.Add/Demerit : Addition score / Demerit scoreStd.Number : Valuation & Penalty Category. This depends on various situations.For example, this denotes minutes in a yard management, and this notes vehicle

quantity (Qty) in a transport quality management. Moreover, this denotes year (Year) in a `TP Age` management, this denotes days (Days) in `POD Delay`.

Score : Valuation scorePenalty Amount : Penalty


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Business

Step


Process

Name


DefinitionIf [New] button is clicked, a category, a score, and a penalty of new valuation & penalty

are registered.If a previous version is inputted in `Search Seq` and a search is performed, previous

data are set, and a part to be modified is saved by clicking [Save] button.

From Effective Date : Input an apply start date of a newly registered standard code. It is impossible to input a prior date to a previous version.

Valuation/Penalty Seq : Entry Sequence of Standard Code. This is displayed in a change mode, and this field is `View Only`.

If the code registered in Ìtem Master` is registered as Ùnuse` for the valuation & penalty, an input filed is inactivated and cannot be inputted.

A characteristic value of a code must be changed to Ùse` in Ìtem Master` if scores or penalty must be inputted.

Add/Demerit is determined in Ìtem Master`.


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Business

Step


Process

Name


DefinitionIf a new standard code is registered by clicking [New] button, a confirm is performed by

clicking [Confirm] button.Before `Confirm` is performed, it is possible to change the standard code freely, but if

`Confirm` is performed, the standard code cannot be modified and deleted.Èffective Date` is set to `Not Confirm`, and the confirm is performed by clicking

[Confirm] button.If incorrect data is confirmed, the date must be newly registered by clicking [New]

button again.If there are at least two standard codes having Èffective Date` of the same date, the

valuation & penalty is processed based on the last registered code data.The apply start date of Èffective Date` denotes `POD` entry date having a registered

valuation & penalty. The valuation & penalty is applied to the apply date corresponding to `POD` entry date.


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Screen Name Valuation & Penalty Management( Vendor )

Menu Path Transport > Valuation & Penalty > Valuation & Penalty Mgmt(Vendor)


Business

Step

Valuation & Penalty Management (Vendor)

Process

Name



If the transport proof is performed by a POD entry when a transport vendor completes the transport, the system analyzes all registered transport information, and automatically allocates valuation scores to each of transport vendors.

A list and calculation method for allocating a valuation score is referred to an enclosed `Valuation_Penalty` document.

Moreover, statistic information for the valuation can be saved as an Excel file.After a statistic division is selected in Èxcel Kind`, the Excel file is downloaded by clicking

[Excel] button. Detail information is referred to a function description.


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Business

Step


Process

Name


DefinitionAfter the statistic of the valuation & penalty classified by transport vendors are

searched, detail valuation & penalty information is searched by clicking a transport vendor code.

System valuation & penalty information is automatically generated when `POD` is inputted.

Trip Cnt : Monthly truck transport number of times classified by transport vendors Trans Qty : Monthly vehicle transport quantity classified by transport vendorsTotal Score : Total score of valuation scores classified by transport vendors (by month

unit)Avg Score : Average valuation score classified by transport vendors (Total Score /

Trans Qty )Total Penalty Amt : Total penalty amount classified by transport vendors (by month

unit)Item CD : Valuation & Penalty management code generated in Ìtem Master` Add / Demerit : Add score / Demerit scoreLT/LD/CNT : The number of Penalty occurrence (Quantity, Minute, Year). e.g., Count,

Minutes, Year, Quantity Exception Reason : Exceptional reason Score : Valuation Score per one Item CD (Valuation Field)Penalty Amt : Penalty amount per one Item CD (Valuation Field)


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Business

Step


Process

Name


DefinitionThis has a function for downloading valuation & penalty information with an Excel file.After a requested field is selected in Èxcel Kind`, the requested filed is received by

clicking [Excel] button.A downloading result of each filed will be described in a next page.


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Business

Step


Process

Name


DefinitionThis has a function for downloading valuation & penalty information with an Excel file.Excel Kind :Total


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Business

Step


Process

Name


DefinitionThis has a function for downloading valuation & penalty information with an Excel file.

Excel Kind : Yard management (gate in).

Yard management.A time is calculated from an order time to a `Gate In`, and a score is allocated to each

of transport vendors.TTL Trip : Truck Trip number of times.TTL Order : Vehicle Transport Quantity.30, 60, 90, 120, 150 : Valuation division of minute unit which is registered in Valuation

& Penalty Standard Entry. If an input time is over than each registered time, a different score is allocated. This score is not fixed and can be changed.

No : The number of Vehicles of which input times are over than each registered time. Point : Multiply value of `No` and a valuation score. TTL Point : Total score of each `Point`.Result : TTL Point / TTL Order


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Business

Step


Process

Name



Excel Kind : Yard management (gate in).

Yard management.A time is calculated from an order time to a `Gate In`, and a score is allocated to each

of transport vendors.TTL Trip : Truck Trip number of times.TTL Order : Vehicle Transport Quantity.30, 60, 90, 120, 150 : Valuation division by minute unit which is registered in Valuation

& Penalty Standard Entry. If an input time is over than each registered time, a different score is allocated. This score is not fixed and can be changed.

No : The number of Vehicles of which input times are over than each registered time. Point : Multiply value of `No` and a valuation score.TTL Point : Total score of each `Point`.Result : TTL Point / TTL Order


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1.4 Valuation management

Business

Step


Process

Name



Excel Kind : POD Collection

POD Collection management.A time is calculated from `Gate Out` to `POD` entry, and a score is allocated to each of

transport vendors. TTL Trip : Truck Trip number of times.TTL Order : Vehicle Transport Quantity.40, 50, 60 : Valuation division by day unit which is registered in Valuation & Penalty

Standard Entry. If an input time is over than each registered days, a different score is allocated. This score is not fixed and can be changed.

No : The number of Vehicles of which input times are over than each registered days. Point : Multiply value of `No` and a valuation score. TTL Point : Total score of each `Point`.Result : TTL Point / TTL Order


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Business

Step


Process

Name



Excel Kind : Transportation quality

Transportation quality management.A set score is allocated according to the deduction of vehicles. TTL LOSS : Total Loss DamageMaj / Min : Major / Minor DamageBrok / Other : Broken Parts / Others DamageMisg / Shot : Missing Document / Shortage DamageDelay : Delay Delivery DamageNo : The number of vehiclesPnt : Valuation scoreTTL Point : Total sum of each `Pnt`Result : TTL Point / Trans Qty


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Business

Step


Process

Name



Excel Kind : Customer Satisfaction▣ COMPLAIN valuation ▷ All `COMPLAIN` reflection which transferred from `Dealer`, and `HMI` to `GLOVIS` through a mail ▷ -1 score allocation per each occurrence

▣ Fuel Pilferage management ▷ -1 score allocation per each occurrence ▣ Problem region transport assistance ▷ +1 score allocation per each transport of the problem region

(transport problem region setting -> 24 Page)

Trans Qty : Transport quantityTTL Point : Total sum of each `Pnt`Result : TTL Point / Trans Qty


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Business

Step


Process

Name



Excel Kind : GLOVIS Management▣ GLOVIS Valuation (GLOVIS subjective valuation for an executive company) ▣ TP Management (Old TP management : Valuation reflection classified by TP manufactured years)

Trans Qty : Transport quantityResult : Total sum of `Pnt` / Trans QtyTTL Result : Result + GLOVIS Valuation


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Screen Name Valuation & Penalty Management( Trip)

Menu Path Transport > Valuation & Penalty > Valuation & Penalty Mgmt(Trip)


Business

Step

Valuation & Penalty Management (Trip)

Process

Name



This screen is similar to a previous screen, but this shows valuation & penalty by a transport unit.. The valuation list can be confirmed by the transport unit.

A valuation allows a user to be persuasive by showing data of an operation time or a transport period as a basis data of the valuation.

A user valuation instead of a system valuation per a transport trip can be registered and deleted. (It is impossible to delete the system valuation.)

If a demerit score generated by an indispensable situation is exceptional, the demerit score is excluded in the total score.

BACK 1 BACK 2


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Business

Step


Process

Name


Definition

After the statistic of the valuation & penalty classified by transport vendors are searched, detail valuation & penalty information is searched by clicking a transport vendor code.System valuation & penalty information is automatically generated when `POD` is inputted.The transport having a valuation score basically is displayed on a screen, if `View All`

is checked, all transports are shown. A valuation except for the valuation which is automatically generated by a system can

be registered by clicking [Add] button.In case of a specific situation, an exceptional process can be performed by using [Ex]

button. Exceptional valuation is not included in a valuation score. Moreover, the valuation using [Add] can be deleted by clicking [Delete] button.

Item CD : Valuation & Penalty management code which is generated in Item Master.Add / Demerit : Add Score / Demerit ScoreLT/LD/CNT : the number of penalties (quantity, minute, year). e.g., Count, Minutes,

Year, Quantity Exception Reason : Exceptional reason Score : Valuation score per one Item CD (Valuation Field)Penalty Amt : Penalty amount per one Item CD (Valuation Field)


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Screen Name Valuation & Penalty Management( Trip )



Business

Step


Process

Name


DefinitionThis has a manual valuation management except the valuation which is automatically

registered by a system.The manual valuation is registered by the transport unit.ITEM : Input Ènter Key Code Popup`.

(This popup list is managed by `Valuation & Penalty Basis menu`. 60 Page) Add / Demerit : Add Score / Demerit Score, this is automatically enclosed by a selection

in the popup.Score : `Score` of popup is brought to the valuation score and can be changed. Penalty. Amt : `Penalty.Amt` of popup is brought to the penalty and can be changed. (If a penalty use status is set to “Nothing” in a corresponding ÌTEM Code`, the penalty

can be inputted.)


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Business

Step


Process

Name


DefinitionThis has a manual valuation management except the valuation which is automatically

registered by a system.

A manual valuation is cancelled by a transport unit.It is impossible to delete the valuation which is automatically registered by a system.It is possible to delete the valuation which is manually registered by a user.


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Business

Step


Process

Name


DefinitionValuation & Penalty exceptional process

A specific situation is prepared by performing an exceptional process for the specific case.

The exceptional valuation & penalty is not included in a score or amount.

If an exceptional process status (Exception Y/N) is changed to No (Exception Y/N), the exceptional valuation & penalty is cancelled.

Exception Reason : a basis data remains by having a reason of an exceptional process.


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Business

Step


Process

Name


DefinitionValuation & Penalty exceptional entry

An exceptional process part is activated and displayed by a separate color as shown above.

Moreover, the exceptional process of -5 score is excluded in a total score of an upper portion.


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Business

Step


Process

Name


Definition

This has a function for downloading a list data of a screen with an Excel file.The data of the Excel file is displayed once by adding an upper data to a lower data.(That is, upper transport data is repeatedly shown in a left side as number as the

valuation data of a lower portion.)


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Screen Name Penalty Confirm

Menu Path Transport > Valuation & Penalty > Penalty Confirm


Business

Step

Valuation & Penalty

Process

Name


Definition

This is a screen for issuing an invoice of a penalty amount generated in the valuation & penalty management.

This menus must be set so that the penalty is generated. (Two menus of `Valuation & Penalty Item`, and `Valuation & Penalty Basis` are set.)

The penalty invoice can be cancelled (deleted) in a case that the payment management and the collection management are not performed.

A monthly transport amount and penalty amount classified by vendors are displayed on an upper portion, and a transport having no invoice is displayed as `No Invoice`.

The penalty amount is displayed by a transport unit in a lower portion.Moreover, an operation time is searched sequentially if a truck code is clicked.


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Business

Step

Valuation & Penalty

Process

Name


Business DescriptionIn a case of the penalty, the penalty invoice is issued separately, and it is programmed

that the amount which excludes a penalty invoice amount is paid in a payment management.

A basis data of the penalty is searched in a lower portion to prepare the claim of the transport vendor.


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Business

Step

Valuation & Penalty

Process

Name


DefinitionIf there is `Penalty`, the penalty amount is automatically allocated.The penalty invoice is confirmed by adjusting the penalty amount freely. A transport vendor is selected (radio button), the penalty amount is adjusted in

`Confirm.Amt`, and The penalty amount is confirmed by clicking `Confirm` button.


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Business

Step

Valuation & Penalty

Process

Name


Definition

If `Confirm` is performed, a confirmed invoice number is displayed on a lowest part of the list. The invoice number is automatically generated, and a rule is described as below.

PN + Base Month + Sequence number 4 places (PN2008080001 is generated as shown above.)

As shown above, a total penalty amount is 66500, but the total penalty amount is adjusted to 63000 and is registered.

If a radio is selected and [Cancel Cfm] button is clicked, the invoice is cancelled.However, the paid penalty invoice can be cancelled.


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Business

Step

Valuation & Penalty

Process

Name


Definition

This has a function for downloading an upper inquiry screen (invoice list) with an Excel file.


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Business

Step

Valuation & Penalty

Process

Name


Definition

This has a function for outputting an upper inquiry screen (invoice list) by a page unit.

Documents

8. Valuation & Penalty October 1, 2008 Version : 5.0