tms guide: customer servicesupport.railconnect.com/manuals/tmscustomerservice.pdf · 2011-09-22 ·...

TMS Guide: Customer Service

Copyright

Copyright © 2011 Railcar Management Inc. All Rights Reserved. Reproduction in any form prohibited, without express permission.

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Copying and disclosure prohibited without express written permission from RMI.

RMI3475 Piedmont Rd NE, Suite 250Atlanta, Georgia 30305 USAPhone: 404.355.6734Fax: 404.352.8814Internet address: www.rmiondemand.com

Warning

All information in this document, as well as the software to which it pertains, is proprietary material of RMI, and is subject to an RMI license and non-disclosure agreement. Neither the software nor the documentation may be reproduced in any manner without the prior written permission of RMI.

Specifications are subject to change without notice.

About This Manual

The TMS Guide: Customer Service is an instructional document designed to be used as a reference while using RailConnect, TMS, RMS, ShipperConnect Rail Carrier Interface, and Cash Application applications, products of RMI.

This version of the TMS Guide includes changes made to the system for TMS Release 18.3.

Trademarks

RailConnect, TMS, RMS, ShipperConnect Rail Carrier Interface, and Cash Application are registered trademarks of RMI.

TMS Guide: Customer Service

Table of ContentsWork and Hold Queues

Basic Procedures: Work/Hold Queues Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6All Holds Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Credit Hold Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9Hazardous Hold Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11Customs Hold Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14Bad Order Hold Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16Missing Charges Hold Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18Invalid EDI Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20Rail Notification Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21High Priority/Delayed Cars Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23Cars in Shop Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Weight Hold Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25Customer Instructions Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26General Hold Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28High/Wide Hold Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29Car Schedule Hold Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Corrected AEI Bad Reads Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31Restriction/Reject Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32Automatic Moves Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34Embargo Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36Work Queue Field Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

WaybillsBasic Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41Reviewing and Modifying Waybills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42Re-billing a Waybill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Sending/Correcting Waybills via EDI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51Correcting Inbound Waybill Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53Entering STCC/Lading Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Waybill/STCC Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55STCC Lading Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57STCC Quantity and Weight Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Export Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59High/Wide Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Entering Miscellaneous Waybill Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Waybill Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Reference Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65Supplemental Waybill and Cargo Information . . . . . . . . . . . . . . . . . . . . . . . . . . . 66VIN Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Entering Hazardous Material Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74Hazardous Identification Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74HazMat Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

Revised 8/11 TMS Guide: Customer Service 3

Table of Contents

HazMat Proper Shipping Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78Free-form HazMat Shipping Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79HazMat Reference Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Canadian HazMat Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Repetitive Waybill Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Basic Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Inbound RWCs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82Reviewing and Creating RWCs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83Attaching Charges/Car Hire Codes to an RWC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88Selectively Seeding with an RWC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

Suspended Revenue Waybills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Basic Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Correcting Loaded Waybills Not Extracted to Revenue Accounting . . . . . . . . . . . . . 94Reviewing Empty Non-Revenue Waybills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Field Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97Waybill and RWC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Car OrdersReviewing and Modifying Car Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108Creating a Car Order Pattern . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113Manually Creating a New Car Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115Manually Assigning Cars to a Car Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Assigning Cars to an Order From Online Inventory . . . . . . . . . . . . . . . . . . . . . . . 118Assigning Cars to an Order From an Inbound Consist . . . . . . . . . . . . . . . . . . . . . 120 Keying a List of Cars to an Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Creating a Car Distribution Blocking Rule . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123Reviewing Planned Cars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126Updating Billing for Cars Assigned to Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128Completing a Car Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129Completing Expired Car Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130Canceling a Car Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131Printing Car Order Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132Car Order Field Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Equipment/Move HistoryReviewing Equipment History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138Tracing Cars by Keying a List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141Tracing All Online Cars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143Tracing All Cars Handled by Your Railroad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145Tracing Cars by AAR Car Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Off Line Car TracingCreating a Demand Trace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151Reviewing Demand Trace Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153Reviewing and Reporting Trace Movements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154Creating a Fleet Trace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156Reviewing and Reporting Fleet Trace Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159

4 TMS Guide: Customer Service Revised 8/11

Work and Hold Queues Basic Procedures: Work/Hold Queues Menu . . . . . . . . . . . . . . . . . . . . . . . . .6 All Holds Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 Credit Hold Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9 Hazardous Hold Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11 Customs Hold Queue. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14 Bad Order Hold Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16 Missing Charges Hold Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18 Invalid EDI Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20 Rail Notification Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21 High Priority/Delayed Cars Queue. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23 Cars in Shop Queue. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24 Weight Hold Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25 Customer Instructions Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26 General Hold Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28 High/Wide Hold Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29 Car Schedule Hold Queue. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30 Corrected AEI Bad Reads Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31 Restriction/Reject Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .32 Automatic Moves Queue . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .34 Embargo Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36 Work Queue Field Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

Work queues flag movements for exceptions when certain events occur (or do not occur) in TMS. When TMS detects such an occurrence, it sets a flag that determines the queue(s) in which a bill should reside. You can then handle the exceptions by from the appropriate queue.


Work and Hold QueuesBasic Procedures: Work/Hold Queues Menu

Basic Procedures: Work/Hold Queues Menu

Most of the queues available in TMS can be accessed from the Work/Hold Queues Menu.

# Fast Path Option Details

1 WBHLD All Holds “All Holds Queue” on page 8.

2 CRHLD Credit Hold “Credit Hold Queue” on page 9.

3 HZHLD Hazardous Hold “Hazardous Hold Queue” on page 11.

4 CUHLD Customs Hold “Customs Hold Queue” on page 14.

5 BOHLD Bad Order Hold “Bad Order Hold Queue” on page 16.

6 RBHLD Ramp Billing Hold See the TMS Guide: Intermodal Operations.

7 MCHLD Missing Charges Queue

“Missing Charges Hold Queue” on page 18.

8 IMNOB Intermodal No Bill Queue

See the TMS Guide: Intermodal Operations.

9 EDHLD Invalid EDI Queue “Invalid EDI Queue” on page 20.

10 NOHLD Notification Hold “Rail Notification Queue” on page 21.

11 HPQ High Priority/Delayed Cars

“High Priority/Delayed Cars Queue” on page 23.

12 SHOP Cars in Shop “Cars in Shop Queue” on page 24.

13 WHLD Weight Hold “Weight Hold Queue” on page 25.

14 NTPBH Despacho Notify Holds

Not in general use.

15 RLPBH Despacho Release Holds

Not in general use.

16 AMHLD AMS Hold Queue Includes all customs messages that are awaiting response or are under an error condition.

17 BMSHQ BMS Hold Queue Deplete

Includes depletion inventory for RailConnect Bulk Management System (BMS).

18 CIQ Customer Instructions

“Customer Instructions Queue” on page 26.

19 GHQ General Hold “General Hold Queue” on page 28.


Work and Hold QueuesBasic Procedures: Work/Hold Queues Menu

20 HW High/Wide Hold “High/Wide Hold Queue” on page 29.

21 CSH Car Schedule Hold “Car Schedule Hold Queue” on page 30.

22 CAEIP Corrected AEI Bad Reads

“Corrected AEI Bad Reads Queue” on page 31.

23 RJHLD Restriction/Reject Queue

“Restriction/Reject Queue” on page 32.

24 AMQ Automatic Moves Queue

“Automatic Moves Queue” on page 34.

25 IIHQ Inbound Interchange Hold

Includes equipment in retained inbound interchange.

26 TEXCP Train Exception Includes the results of your train exception queries.

27 EHQ Embargo Hold “Embargo Hold” on page 36.

# Fast Path Option Details


Work and Hold QueuesAll Holds Queue

All Holds Queue

The All Holds work queue enables you to look at all waybills currently held in work queues for any reason. You can look for a particular car to see all queues in which it appears, or you can narrow the list according to hold type.

To review all holds:

1. Go to the All Waybill Holds window. TMS Main Menu 26 Work/Hold Queues 1 All Holds Fast Path = WBHLD

For more information about the fields that appear on the All Waybill Holds window (Figure 1), see “Work Queue Field Definitions” on page 37.

2. You can enter values in the header fields to filter the records that appear. For example, you can choose to view only cars placed on hold on a given Date.

Figure 1


Work and Hold QueuesCredit Hold Queue

Credit Hold Queue

The Credit Hold queue displays equipment destined for customers that have credit problems.

Moving onto the Queue

Bills move onto this queue under the following conditions:

• As TMS processes the inbound EDI waybill, it checks the customers on the waybill against the customers set up in the Customer Master. TMS will check the party to receive freight bill, the Consignee if the shipment is collect, and the Shipper if the shipment is prepaid.

TMS will place a car on credit hold if the credit field in the Customer Master set to N for the party responsible for payment. Switching instructions will automatically read Do Not Spot.

• You can also choose to apply credit hold manually. In this case, TMS asks you to supply the name of the customer who has credit problems. You will also need to supplement the switching instructions manually by adding the instructions Do Not Spot.

Movement Restrictions

Equipment under credit hold cannot be moved out-gate, and the instructions Do Not Spot will appear on switch lists.

Moving off of the Queue

Bills move off the credit hold queue when

• the bill goes into completed status; or

• the user manually removes the hold with the R option.


Work and Hold QueuesCredit Hold Queue

To review equipment on credit hold:

1. Go to the Work with Credit Hold window. TMS Main Menu 26 Work/Hold Queues 2 Credit Hold Fast Path = CRHLD

For more information about the fields that appear on the Work with Credit Hold window (Figure 2), see “Work Queue Field Definitions” on page 37.

2. You can enter values in the header fields to filter the records that appear. For example, you can choose to view only cars on hold for a particular Customer.

Figure 2


Work and Hold QueuesHazardous Hold Queue

Hazardous Hold Queue

The Hazardous Hold queue shows all hazardous equipment that TMS has determined might have a problem with the hazmat information on the waybill.


Bills move onto the Hazardous Hold queue for the following reasons:

• TMS detects one of the following EDI errors:

Invalid 49 series STCC code

Lading quantity and qualifier are missing or the EDI hazardous quantity and unit of measure are outside of allowable values.

TMS TROUBLESHOOTING: For bulk shipments (traffic type=R) quantity is one and unit of measure is C4 or TK. For intermodal (traffic type=X), the LH1 segment (indicating quantity and qualifier), weight, and qualifier are required.

Emergency response number is missing.

The proper shipping name does not match the entry in the HM181 reference file – an exact match is required.

The EDI hazardous classification does not match the entry in the HM181 reference file for the STCC – an exact match is required

The EDI UN/NA identification number does not match the entry in the HM181 reference file for the STCC – an exact match is required

The EDI packing group does not match the entry in the HM181 reference file for the appropriate STCC. (Note that, unlike the other fields, this may or may not be an exact match. Some values in the reference file will allow more than one packing group entry.)

• The equipment is put in hazardous hold through an interface with an intermodal ramp system.

• The equipment is manually put on hazardous hold by a TMS user.


Equipment in hazardous hold cannot be ramped or moved out-gate.



To review hazardous holds:

1. Go to the Work with Hazardous Billing Problems window. TMS Main Menu 26 Work/Hold Queues 3 Hazardous Hold Fast Path = HZHLD

For more information about the fields that appear on the Work with Hazardous Billing Problems window (Figure 3), see “Work Queue Field Definitions” on page 37.


Figure 3



3. To move bills off the hazardous queue, enter W next to the bill and select OK.

4. Correct the hazmat problems in the waybill on the Waybill Screen 1. (Figure 4)

5. Select OK to update the waybill. If you have resolved the issue that caused TMS to place the bill on the hazardous queue, it will be removed from the queue.

TMS TIPS: You may also attempt to release the waybill hold by entering R next to the waybill. However, TMS checks to make sure the bill passes all edits. If it does not, it will remain on the queue.

Figure 4


Work and Hold QueuesCustoms Hold Queue

Customs Hold Queue

The Customs Hold queue shows all equipment that TMS has determined to be on customs hold.


All customs loads move on to the Customs Hold queue.


No movement restrictions are associated with this hold.


Waybills move off the customs hold when

• The waybill is manually removed by an authorized user with the R option, or

• The bill goes to a completed status.

To review customs holds:

1. Go to the Work with Customs Hold window. TMS Main Menu 26 Work/Hold Queues 4 Customs Hold Fast Path = CUHLD

For more information about the fields that appear on the Work with Customs Hold window (Figure 5), see “Work Queue Field Definitions” on page 37.

2. You can enter values in the header fields to filter the records that appear. For example, you can choose to view only cars at a particular Station.

Figure 5


Work and Hold QueuesCustoms Hold Queue

3. To remove a bill from the customs hold queue manually, enter R next to the car, then select OK. TMS then

• changes the status to Released on the Work Equipment Hold record,

• places the operator initials in the record, and

• places the system date and time in the record.


Work and Hold QueuesBad Order Hold Queue

Bad Order Hold Queue

The Bad Order Hold queue shows equipment under heavy bad order.


Bills move onto this queue when

• the bill is manually placed on hold from the queue,

• the unit is placed on bad order hold by an intermodal ramp management system, or

• the unit is bad order heavy (BHVY).


Equipment with this type of hold will have the following movement restrictions:

• Depending on how the flags in your railroad profile are set, TMS may not permit a heavy bad order to move in a train.

• Intermodal units cannot move out-gate.

• Intermodal ramp management system may not ramp a unit on heavy bad order.

Moving off the Queue

Bills move off this queue when:

• the user manually removes the bill with the R option,

• the bill goes to a complete status, or

• a user removes a car from bad order using the TMS movement functions (move type BFRM).


Work and Hold QueuesBad Order Hold Queue

To review bad order holds:

1. Go to the Work with Bad Order Equipment window. TMS Main Menu 26 Work/Hold Queues 5 Bad Order Hold Fast Path = BOHLD

For more information about the fields that appear on the Work with Bad Order Equipment window (Figure 6), see “Work Queue Field Definitions” on page 37.

2. You can enter values in the header fields to filter the records that appear. For example, you can choose to view only cars located at a certain Station.

Figure 6


Work and Hold QueuesMissing Charges Hold Queue

Missing Charges Hold Queue

You can use the Missing Charges Hold queue to review movements flagged as switching and/or haulage for which there is no associated revenue.


Bills move onto the Missing Charges queue when

• the bill is flagged as a haulage move and there is no associated charge with a Service Type Group Code of M, or

• the bill is flagged as a loaded switch move and there is no associated switch/miscellaneous charge with a Service Type Group code S or R.


Equipment with this type of hold will have no movement restrictions.


Bills move off the Missing Charges queue when switch or haulage revenue is applied to the unit. You can also use the Purge option to delete obsolete records.

To review the missing switch/haulage charges holds:

1. Go to the Missing Switch/Haulage Charges window. TMS Main Menu 26 Work/Hold Queues 7 Missing Charges Queue Fast Path = MCHLD

Figure 7


Work and Hold QueuesMissing Charges Hold Queue

For more information about the fields that appear on the Missing Switch/Haulage Charges window (Figure 7), see “Work Queue Field Definitions” on page 37.



Work and Hold QueuesInvalid EDI Queue

Invalid EDI Queue

You can use the Rail Notification queue to review invalid EDI transmissions.


Bills move onto the queue when the waybill or bill of lading when equipment is received via EDI with missing or incorrect information.




Bills move off this hold when the waybill or bill of lading is completed.

To review the Invalid EDI Queue:

1. Go to the Work with Invalid EDI Hold Queue window. TMS Main Menu 26 Work/Hold Queues 9 Invalid EDI Queue Fast Path = EDHLD

For more information about the fields that appear on the Work with Invalid EDI Hold Queue window (Figure 8), see “Work Queue Field Definitions” on page 37.


Figure 8


Work and Hold QueuesRail Notification Queue

Rail Notification Queue

You can use the Rail Notification queue to review equipment that is missing notification information.


Bills move onto the queue when

• the waybill or bill of lading for intermodal equipment is received via EDI and the Notify Party is either missing or not synonymed.

• the user manually enters a bill of lading and the Notify Party is missing.

• the waybill was flagged for a notification, but the Notify Party in the waybill is either missing or a match could not be found in the synonym file.




Bills move off this hold when

• the user enters a notify party customer code in the waybill, then enters N next to the unit to trigger a notification.

• the user manually removes the bill from the queue with the R option.

• the bill goes to completed status.

• the intermodal equipment is de-ramped and a notification is printed.


Work and Hold QueuesRail Notification Queue

To review the Rail Notification Queue:

1. Go to the Work with Notify Hold Queue window. TMS Main Menu 26 Work/Hold Queues 10 Notification Hold Fast Path = NOHLD

For more information about the fields that appear on the Work with Notify Hold Queue window (Figure 9), see “Work Queue Field Definitions” on page 37.

2. You can enter values in the header fields to filter the records that appear. For example, you can choose to view only cars located at a particular Station.

Figure 9


Work and Hold QueuesHigh Priority/Delayed Cars Queue

High Priority/Delayed Cars Queue

The High Priority/Delayed Cars queue displays all equipment flagged as high priority.


Cars move onto the queue when the priority flag on the waybill is A or B.




Cars move off the queue when the waybill is completed.

To review equipment on the high priority/delayed cars queue.

1. Go to the High Priority/Delayed Cars window. TMS Main Menu 26 Work/Hold Queues 11 High Priority/Delayed Cars Fast Path = HPQ

For more information about the fields that appear on the High Priority/Delayed Cars window (Figure 10), see “Work Queue Field Definitions” on page 37.

2. You can enter values in the header fields to filter the records that appear. For example, you can choose to view only cars with a particular Type of Hold (A or B).

Figure 10


Work and Hold QueuesCars in Shop Queue

Cars in Shop Queue

The Cars in Shop queue displays all equipment on your road that is in shop.


Cars move on to the queue when they are moved into shop with the SHIN move type.


Cars can not be departed, interchanged or trained while in shop.


You take cars off the queue by releasing them from shop with the SHOT move type.

To review equipment on the cars in shop queue.

1. Go to the Work with Shopped Cars window. TMS Main Menu 26 Work/Hold Queues 12 Cars in Shop Fast Path = SHOP

For more information about the fields that appear on the Work with Shopped Cars window (Figure 11), see “Work Queue Field Definitions” on page 37.

2. You can enter values in the header fields to filter the records that appear. For example, you can choose to view only cars placed in shop at a particular Station.

Figure 11


Work and Hold QueuesWeight Hold Queue

Weight Hold Queue

The Weight Hold queue displays all equipment that has been weighed and received by a scale interface. You can also add incidental charges for scale fees directly from this queue using the Enter Charges function.

Moving onto the QueueCars move on to the queue when you receive a scale interface transmission.

Movement RestrictionsNo movement restrictions are associated with this hold.

Moving off of the QueueCars are manually removed with the R option.

To review equipment on the weight hold queue.

1. Go to the Work with Scale Interface Holds window. TMS Main Menu 26 Work/Hold Queues 13 Weight Hold Fast Path = WHLD

For more information about the fields that appear on the Work with Scale Interface Holds window (Figure 12), see “Work Queue Field Definitions” on page 37.

2. You can enter values in the header fields to filter the records that appear. For example, you can choose to view only cars with a specific Waybill Date.

TMS TIPS: You can also add incidental charges for scale fees directly from this queue with the Enter Charges function.

Figure 12


Work and Hold QueuesCustomer Instructions Queue

Customer Instructions Queue

The Customer Instructions queue displays all movement instructions received from your customers via ShipperConnect Rail Carrier Interface. You can use it to resolve possible conflicts concerning the dates and times customers actually send movement information.


Cars move onto the queue when movement instructions are received and processed via ShipperConnect.



To review equipment on the Customer Instructions queue.

1. Go to the Work with Customer Instructions window. TMS Main Menu 26 Work/Hold Queues 18 Customer Instructions Fast Path = CIQ

For more information about the fields that appear on the Work with Customer Instructions window (Figure 13), see “Work Queue Field Definitions” on page 37.

2. You can enter values in the header fields to filter the records that appear. For example, you can choose to view only car instructions processed on a given Event Date.

Figure 13


Work and Hold QueuesCustomer Instructions Queue

3. To work with one of the cars in the queue, type 1 next to that car and select OK.

The Customer Instruction Details window (Figure 14) shows you more information about the processing requested for that car.

Figure 14


Work and Hold QueuesGeneral Hold Queue

General Hold Queue

The General Hold queue is a miscellaneous queue. One use for this queue is to display ShipperConnect holds.


Cars move onto the queue when you manually put them on hold. When a shipper places a car on hold via ShipperConnect, it also appears on this queue.




Cars move off the queue when they are manually released.

To review equipment on the General Hold queue.

1. Go to the Work with General Hold window. TMS Main Menu 26 Work/Hold Queues 19 General Hold Fast Path = GHQ

For more information about the fields that appear on the Work with General Hold window (Figure 15), see “Work Queue Field Definitions” on page 37.

2. You can enter values in the header fields to filter the records that appear. For example, you can choose to view only cars placed on hold at a particular Station.

Figure 15


Work and Hold QueuesHigh/Wide Hold Queue

High/Wide Hold Queue

The High/Wide Hold queue displays all inbound or active equipment with a special handling code of HW.


Cars move onto the queue when the special handling code HW is entered into the waybill.





To review equipment on the High/Wide Hold cars queue:

1. Go to the Work with High/Wide Queue window. TMS Main Menu 26 Work/Hold Queues 20 High/Wide Hold Fast Path = HW

For more information about the fields that appear on the Work with High/Wide Queue window (Figure 16), see “Work Queue Field Definitions” on page 37.

2. You can enter values in the header fields to filter the records that appear. For example, you can choose to view only cars in a particular Station/Train.

Figure 16


Work and Hold QueuesCar Schedule Hold Queue

Car Schedule Hold Queue

The Car Schedule Hold queue displays all equipment without a complete car schedule. Car scheduling logic must be activated for this queue to be populated.


Cars move onto the queue when a complete schedule cannot be generated.





To review equipment on the Car Schedule Hold queue.

1. Go to the Work with Car Schedule Hold Queue window. TMS Main Menu 26 Work/Hold Queues 21 Car Schedule Hold Fast Path = CSH

For more information about the fields that appear on the Work with Car Schedule Hold Queue window (Figure 17), see “Work Queue Field Definitions” on page 37.

2. You can enter values in the header fields to filter the records that appear. For example, you can choose to view only cars placed on hold on a given Create Date.

Figure 17


Work and Hold QueuesCorrected AEI Bad Reads Queue

Corrected AEI Bad Reads Queue

The Corrected AEI Bad Reads queue displays all equipment for which an incorrect AEI read has been identified and corrected.


Cars move onto the queue when a bad AEI read has been corrected.





To review equipment on the Corrected AEI Bad Reads queue.

1. Go to the Corrected AEI Bad Reads window. TMS Main Menu 26 Work/Hold Queues 22 Corrected AEI Bad Reads Fast Path = CAEIP

For more information about the fields that appear on the Display All Holds by Waybill window (Figure 18), see “Work Queue Field Definitions” on page 37.

2. You can enter values in the header fields to filter the records that appear. For example, you can choose to view only corrected information for a particular Bad Read Car.

Figure 18


Work and Hold QueuesRestriction/Reject Queue

Restriction/Reject Queue

The Restriction/Reject queue displays all inbound or active equipment that has been placed on hold from the TMS blocking tables. This list gives you a way to view or report on cars that are subject to special handling and conditions while on your operation.


Cars are put in the Restriction/Reject queue when they are flagged as being moved under exception by the blocking tables. For example, you can set up the blocking tables to drive a car to the queue for the following reasons:

• Car is overweight and subject to dimensional considerations (high/wide).

• Car is subject to a particular early warning (EW) or maintenance advisory (MA) restriction.

• Car is destined to a particular customer and should be put on hold.



For example, even though a car might be overweight, TMS will still permit you to move that car. The queue merely provides a way to review cars moving under exception and to flag those cars to be held or rejected.


Equipment will move off the queue when it is manually deleted from the queue or when it is delivered offline in interchange. In some conditions the car will be removed from the queue when it is loaded or unloaded. For example, a loaded car moving under a weight restriction will be removed from the queue when it is unloaded.


Work and Hold QueuesRestriction/Reject Queue

To work with restriction/rejection holds:

1. Go to the Work with Restriction/Reject Queue window. TMS Main Menu 26 Work/Hold Queues 23 Restriction/Reject Queue Fast Path = RJHLD

For more information about the fields that appear on the Work with Restriction/Reject Queue window (Figure 19), see “Work Queue Field Definitions” on page 37.

2. You can enter values in the header fields to filter the records that appear. For example, you can choose to view only cars in a particular Station/Train.

Figure 19


Work and Hold QueuesAutomatic Moves Queue

Automatic Moves Queue

The Automatic Moves queue displays automatic movement events or errors associated with auto-move events, depending on the settings in your auto-move rules.


Cars move onto the queue

• when the value of the Record Auto Event to Queue field on the Assign Auto Movement is set to E (Error) or A (All) as the car is processed in the automatic moves blocking table.

• if movements are suspended. If movements are suspended, the move records are not written to history until the time specified in the blocking rule, and pending moves will be visible in the queue.


No movement restrictions are associated with this queue.


Because cars remain in the queue, the queue also functions as a log of automatic movements.

To review equipment on the Automatic Moves queue.

1. Go to the Automatic Moves Queue window. TMS Main Menu 26 Work/Hold Queues 24 Automatic Moves QueueFast Path = AMQ

Figure 20


Work and Hold QueuesAutomatic Moves Queue

For more information about the fields that appear on the Automatic Moves Queue window (Figure 20), see “Work Queue Field Definitions” on page 37.

2. You can enter values in the header fields to filter the records that appear. For example, you can choose to view only movements of a particular Move Type.


Work and Hold QueuesEmbargo Hold

Embargo Hold

The Embargo Hold queue displays any equipment under embargo, as indicated by the Special Handling Code on the waybill.


Cars move onto the queue when TMS receives and EDI 824 EMBARGO message from the RREP sender ID.


Equipment with this type of hold cannot make a train movement.


When the permit number is entered from the queue, the car will move from Hold to Release status, but will remain in the queue. You can then manually delete the record from the queue.

To review equipment on the Car Schedule Hold queue.

1. Go to the Work with Embargo Hold Queue window. TMS Main Menu 26 Work/Hold Queues 27 Embargo HoldFast Path = EHQ

For more information about the fields that appear on the Work with Embargo Holds Queue window (Figure 21), see “Work Queue Field Definitions” on page 37.

2. You can enter values in the header fields to filter the records that appear. For example, you can choose to view only holds placed at a particular Station.

Figure 21


Work and Hold QueuesWork Queue Field Definitions

Work Queue Field Definitions

The following fields appear when you are reviewing cars on the TMS work/hold queues. Note that not all fields appear for each queue.

A/B Priority level A (priority 1) or B (priority 2).

Bad Read Incorrect equipment mark and number from the original AEI read.

Block To Code showing the final destination of the car on your line.

B/O Code Code indicating type of bad order.

Car Equipment mark and number.

Consignee Name of consignee.

Comments Reason car is in queue.

Commodity Car contents.

Contents See Commodity.

Corrected: Date/Time

Date and time AEI read was corrected.

Corrected Equipment

Corrected equipment mark and number.

Create: User/Date/Time

User who created the instruction, and the date/time the instruction was created.

Current Schedule: Date/Time

Date and time of the first pending event.

Current Station

Station at which the equipment is located.

Customer Customer for whom car is on hold or customer associated with the instruction.

Date For online cars, this is the date the equipment was put on hold. For offline cars, this is the waybill/bill of lading date.

Date Shopped Date car moved into shop.

Days OS Number of days car has been in shop.

Destination Station

Station to which the equipment is destined.

DL Number of days the car has been delayed.

DO Number of days the car has been on-line.



Entry: Date/Time/User

Time and date the car came on the queue, and user generating the original movement that triggered the blocking table.

Event Date Date switching instruction was processed.

Event Move Movement made via automatic movement blocking table that resulted in the car being placed on the queue.

Event Seq Sequence of automatic movement specified within the blocking rule.

Event Time Time switching instruction was processed.

Find Car See Car.

Hld/Rls The hold status of the car.

Hrs Number of hours the car has been in alert status.

KD Your railroad’s car type.

Last Move Movement type of the most recent move.

L/E Loaded (L) or empty (E) status.

LT Indicates if the car is the lead (L) or trailing (T) car on a multicar waybill.

M See LT.

Missing Data Data missing from bill.

MP Method of payment.

Mult Car See LT.

Nbr Dtl (This field appears only on the customer instructions field.)Number of instructions associated with this car. If you select this car by entering a 1 next to it, you can see the detail associated with all switching instructions for the car.

Nbr Holds Number of holds on car.

Notify Party Notify party associated with the shipper.

Ntfy Sts Notify status of the car.

Reason Reason the car was placed on hold.

Received Date Date car was received.

Review: Date/Time/User

Time, date and user performing the most recent review of the record in the queue.

Road From road originating the EDI.

Shipper Customer originating the shipment.

Special Instr Special instructions associated with the car.

SRC Source driving the car to alert status.



ST State of the Destination Station.

Status Reason the car moved to the queue (automatic moves).

Sts See Waybill Status.

Station See Current Station.

Station or Train

Station or train on which the car is located.

Switch Instr Most recent switching instruction associated with the car.

Switch To Intermediate destination for the car on your line.

Time Time the equipment was put on hold.

TM Transportation method code. Valid values include conveying car (C), rail (R), and intermodal (X).

TM code See TM.

Traffic Type Traffic type. Indicates whether traffic is bridge (BRG), forwarded (FWD), local (LOC), or received (RCV).

Trf See Traffic Type.

Waybill/BOL See Waybill Nbr.

Waybill Nbr Waybill or bill of lading number.

Waybill Status(W/B Sts)

Waybill status. Indicates whether the bill is an active waybill (ACT), a bill of lading (BOL), a complete waybill (CMP), or an inbound bill (INB).

WB/BOL Date See Date.

Type of Hold Type of hold on the piece of equipment.


Waybills Waybills. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40 Basic Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41 Reviewing and Modifying Waybills. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .42 Re-billing a Waybill. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49 Sending/Correcting Waybills via EDI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .51 Correcting Inbound Waybill Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53 Entering STCC/Lading Detail. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

STCC Lading Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57 STCC Quantity and Weight Information . . . . . . . . . . . . . . . . . . . . . . . .58 Export Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59 High/Wide Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60

Entering Miscellaneous Waybill Detail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62 Waybill Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .62 Reference Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .65 Supplemental Waybill and Cargo Information . . . . . . . . . . . . . . . . . . .66 VIN Numbers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .73

Entering Hazardous Material Information . . . . . . . . . . . . . . . . . . . . . . . . . . .74 HazMat Class . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76 HazMat Proper Shipping Names . . . . . . . . . . . . . . . . . . . . . . . . . . . . .78 Free-form HazMat Shipping Information . . . . . . . . . . . . . . . . . . . . . . .79 HazMat Reference Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80 Canadian HazMat Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .81

Repetitive Waybill Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82 Basic Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82

Inbound RWCs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82 Reviewing and Creating RWCs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .83 Attaching Charges/Car Hire Codes to an RWC. . . . . . . . . . . . . . . . . . . . . . .88 Selectively Seeding with an RWC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90

Suspended Revenue Waybills . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .93 Basic Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .93 Correcting Loaded Waybills Not Extracted to Revenue Accounting . . . . . . .94 Reviewing Empty Non-Revenue Waybills . . . . . . . . . . . . . . . . . . . . . . . . . . .96

Field Definitions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .97


WaybillsBasic Procedures

Basic Procedures

In TMS, each piece of equipment is attached to a waybill. Loaded cars are always attached to a loaded car bill, while empty cars are attached to an empty car bill. Cars handled in the past are always attached to the bill under which they travelled.

You can look at or modify a waybill from several different areas in TMS. No matter which option you choose to reach a waybill, the windows all function in the same way.

TMS TIPS: Although the term “waybill” is used throughout TMS and this manual, a waybill can actually represent many things, such as an actual car movement waybill (EDI 417), a bill of lading (EDI 404), a switchbill, a set of instructions used to move a car.

Waybills can be assigned to railcars, trailers, or containers in several ways:

1. When you inbound interchange a car online, TMS attempts to match a waybill to the car. If you received an EDI waybill (417) or Bill of Lading (404), the car matches that waybill as it comes online. If you manually interchange a car online with no associated EDI waybill, you must manually enter the waybill for that car.

2. When you load a car, TMS assigns the car a new loaded waybill and transfers you to Waybill Screen 1 so that you can enter billing. See the TMS Guide: Transportation for information on loading cars.

You can use Repetitive Waybill Codes (RWCs) as templates to enter billing rapidly for originating or local cars. See “Repetitive Waybill Codes” on page 82.

If you receive electronic bills of lading from customers, TMS can load the car using the bills transmitted to you if the auto-load feature is enabled.

3. When you empty a car, TMS automatically builds a reverse route waybill for the car. The loaded car waybill moves to history, and the empty car (reverse route) waybill contains the information necessary to move the car back to its origin. See the TMS Guide: Transportation for details on reverse routes.

4. As trailers or containers are inspected through the gate, the equipment is matched to its bill of lading or waybill. See the TMS Guide: Intermodal Operations for information on intermodal billing.

5. As you interchange offline or load equipment in TMS, a copy of each waybill is moved to the Suspended Waybills file. Bills in this file can be extracted to the interline settlement systems (ISS). See “Suspended Revenue Waybills” on page 93 for more information.

TMS TROUBLESHOOTING: If you are an interline railroad, TMS will not let you move a loaded *NO BILL* car. *NO BILLS* are flagged on all car movement, interchange, and tracing windows. This ensures that you will be paid for each loaded car moved.


Waybil lsReviewing and Modifying Waybills

Reviewing and Modifying Waybills

TMS offers many ways to reach the waybill windows:

• From any window on which you can view, trace, or move a car, type W to the left of the car and select OK.

• From the EDI Menu, type W next to an EDI 404 or EDI 417 message and select OK.

• From any Waybill View/Select window, reached from the Manage Waybills menu or the Suspended Waybills menu, type W next to the waybill to review and select OK. This path is described in detail below.

You can some make waybill changes simply by entering the new information in the waybill windows. For example, by following the steps below, you can change information such as weight, shipper, consignee, or STCC. However, if you want to change the route or destination, you should re-bill the car. See “Re-billing a Waybill” on page 49 for more information.

TMS TROUBLESHOOTING: When you make a major modification to a waybill, such as a change in route or destination, RMI strongly encourages you to re-bill the car. This process maintains the history of the original billing and creates the new billing. This is especially important for interline roads.

TMS TIPS: Note that different fields are available depending on the type of waybill you are viewing. For example, hazardous quantity and qualifier fields only appear on waybills for equipment carrying hazardous commodities.

To review and modify waybills:

1. Go to the Manage Waybills menu. TMS Main Menu 21 Manage WaybillsFast Path = /WB

2. Choose one of following options from the Manage Waybills menu:

• 4 Bills of Lading Fast Path = BOL

• 5 Inbound Waybills Fast Path = WBI

• 6 Active Waybills (Online Cars) Fast Path = WBA

• 7 Completed Waybills (History) Fast Path = WBH


WaybillsReviewing and Modifying Waybills

Options 10-13 show the same sets of waybills in waybill number sequence instead of car sequence. Number sequence is often very useful for trailers or containers.

TMS Tips: To see additional information on the Waybill View/Select window (Figure 22), select Alternate Views. RWC, Switch To, Block To, and Sender information is available.

3. You can enter values in the header fields to filter the records that appear. For example, you can choose to view only loaded cars with a particular Block To value.

You can also type a car initial and number at the top of the window to move directly to a waybill for that car. Press PgDn or PgUp to browse the list of waybills.

Figure 22



4. You can perform the following tasks from the waybill list windows. Note that some of the functions may not appear, depending on the type of waybill you are viewing. For example, you can Delete only inbound waybills and bills of lading.

If you want to then

seed information from a bill of lading type B next to the waybill and select OK.

send a cancellation type C next to the waybill and select OK.

delete a waybill type D next to the waybill and select OK.

view a waybill’s EDI information type E next to the waybill and select OK.

view equipment history for a waybill type H next to the waybill and select OK.

view/modify waybill movement instructions

type I next to the waybill and select OK.

view the EDI validation log type L next to the waybill and select OK.

view all cars in a multi-car waybill type M next to the waybill and select OK.

overlay an existing, active waybill with information received in a new 417

type O next to the waybill and select OK.

print a waybill type P next to the waybill and select OK.

show all holds on the waybill type Q next to the waybill and select OK.

re-send the EDI 417 for a completed waybill

type R next to the waybill and select OK.

NOTE: This option is used when a connecting road failed to receive the first transmission or when a completed waybill is corrected after the initial transmission.

add weights and seals for multi-car type S next to the waybill and select OK.

view blocking history for a waybill type T next to the waybill and select OK.



5. To see the details of a particular waybill, type W next to that waybill and select OK.

manually convert a 404 in the Bill of Lading Queue into an inbound 417

type X next to the bill and select OK.

review the RWC seeding history for a car

type Y next to the waybill and select OK.

send multiple waybills as EDI type 4 next to each waybill you want to send and select OK.

pre-rate the waybill to estimate the cost of moving equipment over your railroad

type 9 next to the waybill and select OK.

enter multiple bills of lading select Enter BOLs.

print or send EDI for selected inbound waybills

select Process.

review the number of inbound cars that meet criteria you enter in the window header fields

select Totals.

add a waybill select Add.

Figure 23

If you want to then



From Waybill Screen 1 (Figure 1), you can press PgDn to view more information on Waybill Screen 2 and Waybill Screen 3. PgUp to return.

Figure 24

Figure 25



6. You can enter or update information in many of these fields. Complete field definitions are available in “Field Definitions” on page 97.

You can also quickly enter a waybill by entering a Repetitive Waybill Code (RWC) in the first field and selecting Seed RWC. TMS then copies billing information represented by the RWC code into the waybill from the RWC master. For more information, see “Basic Procedures” on page 82.

7. Select OK to accept the information.

TMS checks the waybill for errors. If no errors are found, TMS prompts you to confirm the update. If errors are found, the system displays an error message prompting you to correct the errors. If you are transmitting waybills via EDI, TMS will check each field to make sure the EDI guidelines are met.

8. Select OK again to confirm.

9. You can also perform the following tasks from the waybill windows:

If you want to then

view all customers associated with the waybill

select Names.

run the cars through the blocking tables select Re-block.

enter additional route information if the route does not fit on the waybill window

select Route.

view the all cars part of a multi-car waybill

select Multi.

print the waybill select Print.

add scale, inbond, customs and protective service information

select Supplemental.

open up the lading information fields for modification

select STCC.

send EDI for the waybill select Send EDI.

enter seals select Seals.

override waybill information with values from the RWC

select Seed RWC.

view and edit waybill move and switch instructions

select Move Instructions.

view or edit additional reference numbers

select Ref.



enter stop-off information select Stops.

view or edit charges associated with the waybill

select Charges.

enter VIN numbers for automotive traffic

select VINs.

enter advance notices select Advance Notice.

seed charges from an RWC without using the RWC to update the waybill

select Seed RWC Charges.

remove all information and cancel the waybill

select Clear.

enter price authority information select Price Authority.

view the EDI select EDI.

enter pickup numbers for intermodal traffic

select Pickup Number.

If you want to then


WaybillsRe-billing a Waybill

Re-billing a Waybill

When you make a major modification to a waybill, such as a change to the route or destination, you will need to re-bill the waybill. If and when you do this (as opposed to just changing the fields on the waybill) may depend on the change and on how your connecting carriers are set up to receive EDI from you.

To re-bill a waybill:

1. Go to the Rebill Rail Equipment window. TMS Main Menu 22 Billing Menu 9 Rebill CarFast Path = REBIL

2. Enter either the Car you want to re-bill or the Track on which the car is located.

3. On the Rebill Rail Equipment list window (Figure 26), enter a Date and Time in the header, then enter one of the following selections next to the car you want to re-bill and select OK.

• If you type 1 next to the car you want to re-bill, TMS will clear and cancel the old waybill. You must then enter all new waybill information.

• If you type R next to the car you want to re-bill, TMS will keep a copy of the old bill and allow you to create a new one. It will also retain the values in the old bill until you replace them.

4. Enter to confirm.

Figure 26


Waybil lsRe-billing a Waybill

5. Enter new billing information on Waybill Screen 1. See “Reviewing and Modifying Waybills” on page 42 for more information about completing the waybill fields.

6. Select OK.

7. On the Process Re-Blocking window (Figure 27), you can choose to re-block the car. Select each table you want the car to be run through, then select Re-Block.

The car will be re-billed and re-blocked as you specified.

TMS TROUBLESHOOTING: You can also use the Clear option from the Waybill Screens to re-bill waybills.

Figure 27


WaybillsSending/Correcting Waybills via EDI

Sending/Correcting Waybills via EDI

When you enter an originating waybill in TMS, the system looks at the first road in the route after your road to determine how the bill should be transmitted. If that road is set up as a road to receive 417s, TMS will automatically generate a 417 waybill to be transmitted via Forward and Store to all roads in the route.

TMS TROUBLESHOOTING: You must have turned on the Forward and Store switch in the railroad profile to transmit Forward and Store.

If you are set up as a switching road, TMS can transmit a corrected 404 Bill of Lading. You should be aware, however, that many railroads will not accept a corrected EDI Bill of Lading.

TMS automatically creates the EDI message and transmits the bill the next time the EDI job runs. The bottom portion of Waybill Screen 1 shows Original Transmitted. If you change the bill before the EDI scheduled job runs, the changes will be part of the original transmission.

Once you have transmitted a waybill to your connecting carrier, any changes you make to that bill will be transmitted as a corrected bill.

TMS TROUBLESHOOTING: Most railroads will not accept a corrected waybill if you have already delivered the car to them at interchange. TMS will allow you to re-transmit a bill if it is completed (delivered off-line), but you should keep in mind that your connection may not accept such a transmission.

TMS TIPS: Waybills and bills of lading can be corrected as long as the car is active and online. When the car goes offline, the connecting carrier will always take the most recent 404/417.

You can also force a waybill to go out via EDI. This function over-rides TMS’s normal edits that determine the bill type and the recipient. For example, if you normally send a 417 to one railroad, you can force it as a 404 to another railroad.


Waybil lsSending/Correcting Waybills via EDI

To force EDI waybill transmission:

1. Go to the Manage Waybills menu. TMS Main Menu 21 Manage WaybillsFast Path = /WB

2. Choose one of options 4–9 or 10–13 from the Manage Waybills menu.

3. Enter W next to the waybill you want to transmit, then select OK.

4. On Waybill Screen 1, select Send EDI.

5. On the Send Copy of EDI for Waybill window (Figure 28), enter the receiving road in the Send to field and the message type (404 or 417) in the as field. In the example in Figure 28, TMS will send a 404 message to UP.

6. Take one of the following options:

• Select Send without EDI Edits to force the waybill transmission without edits.

• Select EDI Validate and Send if you want TMS to run edits before you send the waybill.

A message appears confirming the transmission was successful.

Figure 28


WaybillsCorrecting Inbound Waybill Errors

Correcting Inbound Waybill Errors

If TMS finds errors in EDI segments while processing inbound 404 or 417 transmissions, it flags those messages with an error status. You can then use the EDI Message Handler to correct and reprocess those messages.

After TMS accepts an EDI message, it also performs further checks on those messages, comparing the waybill message received to current waybills for online cars to see if there are conflicts. TMS provides a list of waybills in error. All users should review the waybills in this file daily and make corrections as necessary.

To review waybills in error in TMS:

1. Go to the View Waybill - Errors window. (Figure 29)TMS Main Menu 21 Manage Waybills 8 Inbound Waybill ErrorsFast Path = WBER

2. All waybills in error are shown this window. The list includes an Error Reason for each waybill. To see detailed waybill information, enter W next to any waybill shown.

Figure 29


Waybil lsCorrecting Inbound Waybill Errors

The following table lists some common waybill error messages and their solutions:

Error Message Error Description Solution

Pending Waybill Found

A pending (advanced) waybill already exists for the move.

Delete the waybill in error.

Active Waybill Found

Waybill received for a car already online. TMS automatically rejects original waybills if they are for a car in online inventory.

If the car is not actually online, deliver that car offline and bring the car back online. At that time, the inbound waybill will match to the car. If the inbound waybill was merely a retransmission of an old waybill, enter D next to the waybill to delete that waybill.

W/B for a Completed Trip

Waybill matches waybill contained in history. This error will sometimes occur if you receive an inbound waybill for a car that you had quickly turned in a bridge move.

Enter D beside the waybill to delete the waybill.


WaybillsEntering STCC/Lading Detail

Entering STCC/Lading Detail

You can enter or review additional STCC information such as lading descriptions, hazmat information, or tariff details from the Waybill STCC Information window (Figure 30). This window shows STCC codes for the bill in STCC sequence. You can drill down for the following information from this window:

• “STCC Lading Information” on page 57

• “STCC Quantity and Weight Information” on page 58

• “Export Information” on page 59

• “High/Wide Information” on page 60

TMS TIPS: Most railcars have only one STCC code. Trailers or containers, however, often contain multiple STCC codes and may have multiple associated tariffs, quantities, or hazardous material information.

Waybill/STCC Information

To review STCC/lading detail:

Select STCC from any waybill or RWC window.

Figure 30


Waybil lsEntering STCC/Lading Detail

Field Definitions

TMS TIPS: Three free-form lading description lines are also available on the third waybill page.

STCC Standard Transportation Commodity Codes being transported.

Code Qualifier that shows if the product is a load (T) or an empty with last contained (L).

Commodity STCC description.

HazMat Lading Quantity/Unit

Describes the basic hazardous material lading quantity and the associated unit of measure.

HazMat Volume/Weight/Unit

Specific volume weight and associated unit of measure. In most cases, the volume weight will be the number of pounds and the unit will be LB.



STCC Lading Information

You can enter multiple lading descriptions for each STCC attached to the waybill from the STCC Lading Information window (Figure 31).

To enter STCC lading information:

Select STCC from any waybill or RWC window, then enter L next to the STCC code you want to modify.

Field Definitions

Figure 31

Lading Description

Description carried in the STCC Master. This description can be modified.

Compartment (optional)

Code that shows which compartment is used to carry the STCC described.



STCC Quantity and Weight Information

You can enter or modify additional quantity and weight information for each STCC attached to the waybill from the STCC Quantity and Weight window (Figure 32).

To enter STCC quantity and weight information:

Select STCC from any waybill or RWC window, then enter Q next to the STCC code you want to modify.

Field Definitions

Figure 32

Lading Quantity/Code

Lading quantity and code that describes the measurement of product being moved.

Bill Quantity/Code

The quantity billed and code that describes the measurement of the product being billed. Used if the freight rate is based on the quantity shipped.

Weight/Code Weight used to calculate freight charges and code that describes the measurement of the product being billed. This field does not affect the total shipment weight shown on the Waybill Screen 1.

Volume/Code Lading volume and code that describes the measurement of product being moved. Used when the freight rate is based on the volume shipped.



Export Information

The Edit X1 Export License window allows you to enter information that applies to shipments subject to being exported. (Figure 33)

To enter export information:

Select STCC from any waybill or RWC window, then enter X next to the STCC code you want to modify.

Field Definitions

Figure 33

License Number

Government assigned identification number for the exporter.

Lading Qty Number of pieces of the commodity.

Lading Value Value of shipment for export.

UM Unit of measure for the lading quantity.

Unit Price Price per unit of the commodity.



High/Wide Information

You can enter or modify details about high/wide cars from the Waybill Dimensional Load window. (Figure 34)

To enter high/wide information:

Select STCC from any waybill or RWC window, then select High Wide Info from the Waybill STCC Information window.

Field Definitions

Figure 34

Switch Instructions

Switch instructions associated with the car.

Special Instructions

Special instructions associated with the car.

Load Type Load type carried by the car. Specify whether the car is a Bolster Load (B), Single Car (S), Single Overhang (1), or Double Overhang (2).

File Number File number assigned by road to the high/wide movement.

Requesting Carrier

Road requesting information regarding the movement (usually the origin carrier).

Number of Idlers

Number of empty cars attached to the loaded high/wide cars.

Extreme Length

Length of the car at its longest point above the rail.



TMS TIPS: You can include additional remarks or instructions in the Remarks area at the bottom of the window.

Extreme Height

Height of the car at its highest point above the rail.

Extreme Width Width of the car at its widest point above the rail.

Height of Extreme Width

Height above rail at which car achieves its extreme width.

First Overhang Measurement of the first high/wide overhang.

Second Overhang

Measurement of the second high/wide overhang.

Truck Center Length

Distance between the truck center pins.

Number of Axles

Number of axles on the car.

If you want to then

add or modify additional remarks associated with the car

select Additional Remarks.

add or modify special instructions associated with the car

select Special Instructions.

add or modify dimensional details of the load

select Height Above Rail Table.

check the load dimensions against pre-defined clearance points to determine whether the these clearance points can accommodate the load

select Clearance Check.


Waybil lsEntering Miscellaneous Waybill Detail

Entering Miscellaneous Waybill Detail

TMS offers several areas in which you can add and review supplemental miscellaneous detail about the waybill. The following areas may be reached from the three primary waybill windows and/or the corresponding RWC windows:

• “Waybill Names” on page 62

• “Reference Numbers” on page 65

• “Supplemental Waybill and Cargo Information” on page 66

• “VIN Numbers” on page 73.

Waybill Names

The Waybill Names window (Figure 35) shows you all parties associated with the waybill. You can use the Waybill/RWC Names Edit window (Figure 36) to enter or review additional customer information such as the Short Name or the First Contact that cannot be entered from the waybill windows.

To review waybill names information:

Select Names from any waybill or RWC window to view a list of customers. Select Go to Add to attach additional customers.

Figure 35


WaybillsEntering Miscellaneous Waybill Detail

.

Field Definitions

Figure 36

Code Two-position code representing the way in which the customer is involved in the move. Common options include Consignee (CN), In Care of Party (C1), Rule 11 Party (11), and Shipper (SH).

Customer Customer code set up in the Customer Master file.

Short Name Abbreviated customer name.

Name Complete customer name.

Address Line 1-4/City/State/Zip

Customer’s address.

First Contact: Name/Code Number/Code

Name and qualifier (company position) of first person to contact for questions, along with number and type (phone or fax) used to reach the contact person.

Second Contact: Name/Code Number/Code

Name and qualifier (company position) of second person to contact for questions, along with number and type (phone or fax) used to reach the contact person.

CIF: Number/Code

Customer reference number assigned by the rail industry. Reserved for future use.



If you want to then

add re-bill information for the BL segment for each new Rule 11 party

select Billing Information.

add names, phone numbers, and function for specific contact persons

select Contact Information.



Reference Numbers

You can attach additional reference numbers to each waybill from the Waybill References window. (Figure 37)

To enter waybill references:

Select Ref from any waybill or RWC window to edit reference numbers.

Field Definitions

Figure 37

Reference Number

Reference number that describes the load or move.

Code Code that describes the reference number, such as authorization number (BB), customer order number (CO), or permit number (PN).

Permit Number

Actual permit number.



Supplemental Waybill and Cargo Information

The supplemental waybill windows carry additional information for the waybill. These windows carry miscellaneous information such as in-bond, customs, protective service, or reverse routes.

TMS TIPS: These windows are not available for RWCs.

To enter supplemental waybill information:

• Select Supplemental from any waybill window to reach Supplemental Waybill Page 1. (Figure 38) PgDn to reach Page 2 and Page 3. (Figure 39 and Figure 40)

• Select Cargo Manifest from any Supplemental Waybill window to reach the Cargo Manifest Information window. (Figure 41)

Figure 38



Field Definitions

Scale Information

City/State City and state in which scale is located.

Name Organization name or official title of the scale.

Type Scale type, either private (P) or rail (R).

Date/Time Date and time the equipment was scaled.

In-Bond Information

Type Type of in-bond move.

Entry Number Number used when new entry numbers are implemented for in-bond movements; this number replaces the in-bond control number assigned to the in-bond movement.

Location (M1203)

Location code per Schedule D.

Location (M1204)

Location code per Schedule K. It is the foreign port of destination if the type is 62 or 63.

Shipment Value

Value in dollars of the in-bond move.

Control Number

Control number for the in-bond move.

Reference Code/Number

Reference code and number.

Transport Code/Vessel Name

S indicates the waybill is for oceanic transport. If so, enter the name of the vessel transporting the commodity.

Customs Information

Message Description of any custom handling.

Protective Service Instructions

Rule Code Protective service rule number.

Protective Service Code

Protective service code.

Temperature Temperature at which the product should be maintained.

Unit of Measure

If you entered a temperature, you must indicate if it is measured in Celsius (CE) or Fahrenheit (FE).



Field Definitions

Figure 39

Car Ordered

Length Length in feet and inches of the car ordered.

Weight Capacity

Weight capacity in 1,000-lb. units of the car ordered.

Car Type AAR car type code ordered.

Height Height of the car ordered.

Cubic Capacity

Cubic capacity of the car ordered.

Car Service Order

Code specifying the car service order and city/state where the car is to be returned under car service order codes.

Intermodal Information (IM)

Water Movement

Code indicating type of water movement. Enter N for no water movement, P for prior movement, S for subsequent movement, or B for prior/subsequent movement.

Intermodal Spec Handl Code

Code indicating special transportation handling instructions.

Inland Transport

Code indicating type of inland transportation operation and movements.

Interchange Movement Authority



Movement Authority Code

Code that represents the condition or activity, such as bad order or haulage movement, under which the car is moving.

SCAC Road that is related to the movement authority.

Tariff Code Tariff type under which the car is moving.

State Tariff Code

State tariff type under which the car is moving.

Reject Reason Code

Reason associated with the movement authority code. Used if movement authority is a type B, G, or R (rejection, bad order, or refusal).

Date/Time Reference

Reference Code

Code representing the activity.

Date/Time Date and time the activity occurred.

Pro Forma Information

Currency Code

Codes that indicate the currency in which the freight charge is billed: Canadian dollars (CND), Mexican pesos (MXP), mixed currency (MXD) or US dollars (USD).

Related Company Flag Code

Code indicating parties to a transaction.

Special Charges Code

Code noting how freight charges will be billed. Enter FCB for Freight Charges to Border, FCD for Freight Charges to Dest, or 595 for Proforma Invoice.

Amount Freight charges to be billed.

Block 20 Code Code defining block 20 characteristics.

Chemical Analysis %

Makeup, mix, or potency of chemical commodity.

Unit Price Price per unit of product or service.



Field Definitions

Figure 40

Re-bill at Interchange

Re-bill Reason Code identifying reason for rebill. Enter RB for straight re-bill, RC for R11 collect beyond, or RD for R11 prepaid beyond.

City/State City name and state for re-bill.

Re-bill Road Road involved in the re-bill.

FSAC Freight Station Accounting Code of the re-bill interchange station.

Method of Payment

Code indicating the payment terms for transportation charges.

Destination City/State

Ultimate destination of the shipment on straight waybill traffic if known at origin billing time.

Canadian Grain Information

Grain Code Canadian Wheat Board code for terminal elevator accounting.

Weight Code Code identifying the weigh status. IW indicates the grain has been weighed, II indicates it has been inspected, and IB indicates it has been both inspected and weighed.

Week Loading week.



Code/Reference Number

Code and grain block reference number.

Unload Terminal

Unloading exporting terminal.

Unload Date Date grain was unloaded.

Incentive Grain Rate

Code that shows the shipment is entitled to a reduced rate and the level of this reduction.

Reference Numbers

Reference Number

Reference number that describes the load or move.

Code Code that describes the reference number, such as authorization number (BB), customer order number (CO), or permit number (PN).



Field Definitions

Figure 41

Cargo Manifest Window

Flight/Voyage/Date

Voyage ID and scheduled date.

Manifest Date Manifest date.

Port Function Code/Name

Type and name of port.

Booking Number

Advance booking number.

Carrier/Previous Carrier

Names of current and previous carrier.

Vessel Ship name.

Pier Number/Pier

Pier at which docking is scheduled.

Terminal Name/State/Country

Name of the terminal and its state and country.

Vessel Agent Number

Number of the agent for the vessel used in the shipment.



VIN Numbers

You can use the Edit Vehicle Information window Figure 42 to enter or modify VIN numbers for motor vehicles transported by rail.

TMS TROUBLESHOOTING: This window is not available for RWCs.

To enter vehicle information:

Select VINs from any waybill or RWC window to edit vehicle identification numbers.

Field Definitions

Figure 42

Vehicle ID Number

ID number representing the vehicle being transported.

Deck Spot Deck position on the railcar where the vehicle was transported.

Vehicle Type One-position code representing the type of vehicle being transported.

Dealer Code Nine-position code representing the dealer.

Route Code Code representing the motor vehicle routing.

Factory Car Order Number

Car order number.


Waybil lsEntering Hazardous Material Information

Entering Hazardous Material Information

The Hazardous Identification Information window (Figure 43) stores basic information about hazardous materials being shipped. From that window you can drill down to more specific hazmat details in the following areas:

• “HazMat Class” on page 76

• “HazMat Proper Shipping Names” on page 78

• “Free-form HazMat Shipping Information” on page 79

• “HazMat Reference Numbers” on page 80

• “Canadian HazMat Information” on page 81.

• Waste Stream Numbers using the LEP option.

• Hazmat contacts using the Shipment Names option.

TMS TROUBLESHOOTING: These windows are not available for RWCs.

Hazardous Identification Information

To review hazardous ID information:

Select STCC from any waybill or RWC window, then enter H next to the STCC code you want to modify.

Figure 43


WaybillsEntering Hazardous Material Information

Field Definitions

UN/NA Code United Nations or North America plan code associated with the hazmat STCC. Several STCCs may be grouped under one code.

UN Hazmat Page Number

Location in the UN Guide where you can review detail about the hazardous material.

Compartment Compartment in a tank car in which the hazardous commodity is located.

Residue Flag Indicates whether residue from a previous movement is still present in the empty.

Packing Group Code

Indicates level of danger associated with the hazardous commodity.

Hazmat Phone Number

Phone number of the contact responsible for the hazardous shipment.

Person Certifying

Contact person or agency responsible for the hazardous shipment.

Canadian Shipment

Selecting this field indicates the shipment is Canadian.



HazMat Class

You can review hazardous class, code, placard notation, and placard endorsement information on the Hazmat Class window. (Figure 44)

To enter hazmat class information:

Select Hazmat Class from the Hazardous Identification Information window.

Field Definitions

Figure 44

Hazardous Class

Hazardous classification corresponding to the shipping name of the hazardous commodity. Examples include blasting agents, non-flammable gas, or corrosive material.

Code Code qualifying hazardous class. Specify either Primary (P) or Secondary (S).

Placard Notation (Optional field)

Hazardous placard notation corresponding to the shipment name of the hazardous commodity. Examples include blasting agents, combustible, flammable gas, or dangerous.

Reportable Quantity Code

RQ indicates a quantity of hazardous substance which must be reported in cases of derailment or spillage.

Flashpoint Temperature/Code

Temperature at which flash point will occur and the code (CE or FE) associated with this temperature.

Control Tem- perature/Code

Temperature above which the commodity cannot be transported and the code (CE or FE) associated with this temperature.



Emergency Temperature/Code

Temperature at which emergency measures must be taken and the code (CE or FE) associated with this temperature. The valid codes are the same as above.

Net Explosive Qty/Code

Net weight of the explosive component of the hazardous material.



HazMat Proper Shipping Names

You can review the proper shipping name, code, and Not Otherwise Specified indicator for generic hazardous shipments on the Hazmat Proper Shipping Names window. (Figure 45)

To enter hazmat proper shipping names:

Select Hazmat Proper Shipping Names from the Hazardous Identification Informa-tion window.

Field Definitions

Figure 45

Proper Shipping Name

Proper shipping name of the hazardous commodity as specified by the code of Federal Regulations, Title 49. You must fully spell the name; no abbreviations are allowed.

Name Code Code showing the source (regulatory) of the proper shipping name. Valid options include Domestic US (D), Canadian (C), International (I), and Domestic US 181 (N).

N.O.S. Code indicating a shipping description not otherwise specified. The technical name must be supplied for the commodity.



Free-form HazMat Shipping Information

You can review hazmat shipping information from the Freeform Hazmat Information window. (Figure 46)

To enter free-form hazmat information:

Select Hazmat Shipping Info from the Hazardous Identification Information window.

Field Definitions

Figure 46

Code Information code.

HazMat Ship Info 1-2

Two fields allow you to enter information identified by the hazardous material shipment information code. Required by law for hazardous material shipments.

Hazmat Zone Hazardous zone code, A - D.

Radioactive Radioactivity information applying to nuclear material shipments.

UOM Unit of measure in metric units.Activity Amount of nuclear activity to determine reportable

quantity.Index A dimensionless number used to designate the

degree of control to be exercised by the carrier.



HazMat Reference Numbers

You can use the Hazmat Reference Numbers window (Figure 47) to review reference numbers for the hazmat product.

To enter hazmat reference numbers:

Select Hazmat Reference Numbers from the Hazardous Identification Informationwindow.

Field Definitions

Figure 47

Code Code describing the reference number. Valid options include DOT-E Exemption Nbr (HE) and IMO Number (IM).

Reference Number

Reference or identification number.

Date Date of the reference number.



Canadian HazMat Information

The Edit Canadian HazMat window (Figure 48) contains information required for Canadian hazardous shipments. You cannot reach this window unless the shipment originates or terminates in Canada.

TMS TIPS: TMS includes a Client System Option that specifies that the phrase “35 MPH Speed Restriction” be printed with the waybill for any Canadian shipment car with a Special Commodity indicator value of S. Please contact RMI Support to set this option.

To enter Canadian hazmat information:

Select Canadian Hazmat from the Hazardous Identification Information window.

Field Definitions

Figure 48

Emergency Response Plan Number

Number of the specific hazardous emergency response plan as assigned by the Director General of Canada.

Emergency Response Telephone Number

Phone number including area code for the emergency response plan.

Packing Group Code

Degree of danger, designated by I, II, or III.


Waybil lsBasic Procedures

Repetitive Waybill Codes

Basic Procedures

Repetitive Waybill Codes (RWCs) contain basic information for traffic moving over your operation. On some railroads, a Repetitive Waybill Code may also be called a “pattern” or a “profile.” These codes serve as templates for quickly copying repetitive billing information into waybills or bills of lading.

Repetitive Waybill Codes reduce the number of keystrokes needed to bill a move and increase the accuracy and efficiency of TMS.

TMS TIPS: Accuracy is extremely important when building RWCs because they are used to create waybills or bills of lading.

An RWC often represents movement of a specific commodity from one station to another over the same route at the same rate. The Repetitive Waybill Code can be simple or complex depending on your needs. A small road serving few shippers might use a very simple set of codes. A large operation with a greater variety of traffic may have a complex set of codes.

As an example, you can set up an RWC for fifteen cars that have the same billing information. The shipment would move under a set rate and originate from an online shipper to a specific shipper located on a specific road. You can include detailed information in your RWCs, such as car hire reclaims, switching or junction settlement charges, and car hire exceptions.

Inbound RWCs

Although many roads use RWCs primarily to bill local and originating traffic, RWCs can be very valuable for received moves as well. Most switching or handling line roads use “Inbound RWCs” to apply switch charges, reclaim codes, and other information to traffic handled in received interchange.

Inbound RWCs usually contain very little information in the “normal” waybill fields. However, data on the miscellaneous information window such as charges, reclaim, and car hire/demurrage exceptions would be completed in the RWC. You can set up your blocking tables to automatically assign an RWC to inbound cars, or you can manually apply RWCs.

For example, you might use an inbound RWC to represent an inbound switch from a connecting carrier. The RWC would contain information such as the STCC, consignee, and destination FSAC as well as the switching charge, a Transfer of Liability code for car hire and a destination blocking code. This information would be added to the waybill whenever matching cars are inbounded to your operation.

Using the TMS blocking tables, you can also use inbound RWCs to supplement incomplete EDI information or modify incorrect EDI values.


WaybillsReviewing and Creating RWCs

Reviewing and Creating RWCs

To create a new RWC:

1. Go to the View Waybill RWC window. (Figure 49)TMS Main Menu 21 Manage Waybills 2 Repetitive Waybill Codes-RWCFast Path = RWC

TMS TIPS: You can select Alt View to display other views of the RWC list window that include more information about the RWC.

You can perform the following RWC management functions from this window:

Figure 49

If you want to then

toggle between a list of inactive RWCs and a list of active RWCs

select Active/Inactive.

activate an inactive RWC type A next to the RWC and select OK.

copy an RWC type C next to the RWC and select OK.

delete an RWC type D next to the RWC and select OK.


Waybil lsReviewing and Creating RWCs

2. To create a new RWC, select Add on the View Waybill RWC window.

TMS TROUBLESHOOTING: TMS will not allow you to delete an RWC if it is being used in a waybill. You can re-name or inactive the waybill if necessary.

inactivate an RWC so it can no longer be used and will not appear on the active RWC list window

type I next to the RWC and select OK.

change the Load/Empty status on an RWC

type L next to the RWC and select OK.

print an RWC type P next to the RWC and select OK.

change the transportation method code on an RWC

type T next to the RWC and select OK.

view a list of cars to which the RWC is applied

type U next to the RWC and select OK.

view the RWC details type W next to the RWC and select OK.

view a list of blocking rules associated with the RWC

type X next to the RWC and select OK.

Figure 50

If you want to then



TMS TIPS: If the RWC you are creating is similar to an existing RWC, you can make the new RWC from the existing one. Enter C next to the existing RWC and select OK. TMS creates a copy of the existing RWC and you can then modify the new RWC with any necessary changes.

3. Enter the following information on the Waybill RWC ADD window (Figure 50):

4. Select OK.

RWC Repetitive Waybill Code ID representing the move.

L/E Status L indicates the RWC will be used for loaded moves; E that the RWC will be used for empty moves.

Transportation Method Code

R creates an RWC for railcars, C for conveying flatcars, X for intermodal equipment.

Copy from Waybill for Car

If you already manually billed a car in TMS and want to use it as a pattern for a new RWC, enter the car initial and number from which to copy.

Copy from RWC To build a new RWC by copying information from an existing RWC, enter the RWC from which to copy.

Figure 51


Waybil lsReviewing and Creating RWCs

5. Enter information in the fields on Repetitive Waybill Code Page 1 necessary to set up the RWC. (Figure 51) Use the PgDn key to access Page 2 and Page 3. (Figure 52 and Figure 53)

Figure 52

Figure 53



TMS TIPS: For outbound RWCs, enter as much of the billing information as you can capture for a move that will be repetitive. For example, RWCs used to bill moves usually contain the STCC code, origin and destination stations, shipper and consignee, and route. RWCs used for applying charges or reclaims to inbound moves may have only minimal information filled out in the normal waybill fields as the RWC will not be used to “bill” the move in this case.

For a complete definition of each field in the RWC, see “Field Definitions” on page 97.

6. Select OK to save the new RWC and Exit.


Waybil lsAttaching Charges/Car Hire Codes to an RWC

Attaching Charges/Car Hire Codes to an RWC

You can apply switch charges, demurrage codes, and car hire information to a move from the Miscellaneous section of the RWC. You might not use this option on all RWCs, but it can be extremely important if the RWC represents a switching move or if the move is subject to special demurrage or car hire exceptions.

To add switch charges or car hire codes to an RWC:

1. Select Charge/Block from any RWC window.

2. Enter information on the Edit RWC Miscellaneous Info window Figure 54 as appropriate to set up general special charges, demurrage codes, blocking, or car hire information.

For a complete definition of each field, see “Field Definitions” on page 97.

Figure 54


WaybillsAttaching Charges/Car Hire Codes to an RWC

3. Select Charges to add the charge codes and movements.

4. On the Edit RWC Charge Codes window (Figure 55), select Add to attach new charges.

5. For each new charge, enter the movement Type that should trigger the charge, the Charge Code, and the Charge To party. You can also specify whether the car should be placed in the missing charges queue when the charge is applied. Rate information will automatically be completed from the charge code.

6. Select OK to save the information, then Exit twice to return to the Repetitive Waybill Code Page 1 window.

Figure 55


Waybil lsSelectively Seeding with an RWC

Selectively Seeding with an RWC

You can select how each RWC will seed several of the key fields of a waybill when the RWC is applied to a car through the automatic blocking tables.

Normally, when railroads apply RWCs through the blocking tables only the information contained in the RWC’s Miscellaneous Information area is seeded. This includes blocking codes, car hire exceptions, demurrage exceptions, and switching/junction settlement charges.

You can, however, also use the Partial Seed option to change some of the other fields in the car's waybill. This is a particularly powerful option for repairing waybills or bills of lading in which certain fields are consistently transmitted to you in error.

For example, if you are a switch road and are always left out of the route on certain moves, you can use this option to insert your road at the end of the route. Another use for the selective seed feature is to change the Destination City/State if the origin carrier consistently bills the car to the wrong station.

TMS TROUBLESHOOTING: You should use extreme caution when using selective seeding. You must have a complete understanding of how the blocking tables and selective seed RWC functions are used in the system before taking advantage of this TMS feature. Incorrect use of the partial seed option can damage waybills, potentially route cars to the wrong destination, or result in an incorrect rate selection for switching or interline settlements.

To seed a waybill with an RWC:

1. Set the Seeding flags in the blocking table for loads and empties.

When an RWC is selected through the blocking tables, the Seeding flag on the Apply window determines how TMS will use the RWC to complete the waybill for the car:

• If the Seeding flag is set to Full (F), all waybill information will be cleared and replaced with the values contained in the RWC.

• If the Seeding flag is set to Miscellaneous (M), only the miscellaneous information contained in the RWC will be seeded into the waybill. The actual waybill fields are not altered.

• If the Seeding option is set to Partial (P), TMS will look at the values that have been entered on the RWC Overlay Option window (Figure 56) to determine how to seed the waybill.


WaybillsSelectively Seeding with an RWC

2. Set the values on the RWC Overlay Options window (Figure 56). You can reach this window by selecting Partial Seed from any Repetitive Waybill Code window.

You can specify how you want to seed data from the RWC to a waybill for each of the fields on the window by entering one of the following values next to that field:

• R=Replace

If you enter an R next to a field, TMS will replace any data currently in the waybill field with the value in the RWC field, if the corresponding RWC field is populated. If the corresponding RWC field is blank, the waybill value will remain.

For example, on the sample window the user has entered an R in the Route field. When the blocking table selects this RWC, the route value in the RWC will completely override the route in the waybill.

• S=Supplement

If you enter an S next to a field, TMS will populate the waybill field with the value in the RWC field only if the waybill field is blank. If the waybill field has a value, that value will remain in the field.

For example, on the sample window the user has entered an S in the Freight Bill Party field. When the blocking table selects this RWC, the freight bill party value in the RWC will be inserted into the waybill only if the waybill is missing information in that field. If the original waybill contains a freight bill party, that freight bill party value will not change.

Figure 56


Waybil lsSelectively Seeding with an RWC

• B=Blank

If you enter a B next to a field, TMS will automatically blank out any value in the waybill field. If all fields on this window are left blank, the RWC will completely override the inbound waybill or bill of lading.

• C=Replace code only

If you enter a C next to a field, TMS will automatically replace the customer code for the party, but will retain any other information associated with it.

For example, on the sample window the user has entered an C in the Consignee field. When the blocking table selects this RWC, the customer code for the consignee in the RWC will replace the customer code in the waybill. However, any other customer information, such as Name or Address, will remain the same.

This value is valid only for customer fields: Shipper, Freight Bill Party, Customs Broker, Consignee, Care of Party, and Notify Party.

• X=Scrub Route with RWC Data

If you enter a X next to the Route field, TMS will automatically replace any segment(s) of the route populated in the RWC. If you leave a segment of the route blank in the RWC, the waybill value will remain for that segment.

You should also complete the Add to Route fields if you want to insert a new road or destination in the route.

3. Select OK to save the seeding instructions, then OK again to confirm.


WaybillsBasic Procedures

Suspended Revenue Waybills

Suspended waybills are used by roads that settle freight through the Interline Settlement System (ISS). Although revenue processing is completed through your freight accounting system (such as RMI’s Revenue Management System - RMS), you can review waybills to be settled and handle exceptions from within TMS.

All options to work with suspended waybills are available from Suspended Waybills Menu (option 50 Suspended Waybills Menu from the Manage Waybills menu or Fast Path = /SUSP).

Switching, junction settlement, or handling line railroads will not use these functions.

Basic Procedures

TMS waybills are suspended

• when they leave their station of origin, or

• when the client master file is set up to flag waybills automatically for review after a given period of time.

Once suspended, waybills can be extracted from TMS to feed the revenue system. This extract is normally run once a day, controlled by a scheduled job. Some larger roads may choose to extract on a more frequent schedule.

The revenue extract program reads the suspended waybills and looks for proper billing information. If TMS does not find proper billing information in the waybill, the bill remains suspended until corrected. If TMS finds proper billing information, the waybill is extracted. The information contained in the waybill offers three possible scenarios:

1. The waybill meets all revenue criteria and has been extracted to revenue.

You can view and manage these waybills using the Waybill Extracted to Revenue option. The date the bill was extracted is recorded in the bill.

2. The waybill does not meet revenue criteria (such as empty non-revenue, operating equipment, empty flat cars) and is not extracted but put in the “ineligible for revenue” file.

You can view and manage these waybills using the Waybills Ineligible for Revenue option. The date the bill was processed and the reason for ineligibility is encoded in the bill.

3. The waybill does not meet revenue criteria but appears as though it should (for example, non-revenue loads and bridge moves for which the client road is not in the route).

These bills are not extracted. TMS moves them to the revenue rejected file. You can view and manage these waybills using the Waybills Rejected by Revenue Extract option. The date the bill was processed and the reason for revenue rejection is recorded in the bill.


Waybil lsCorrecting Loaded Waybills Not Extracted to Revenue Accounting

Correcting Loaded Waybills Not Extracted to Revenue Accounting

Before waybills will move into the ISS Revenue Freight Accounting System, TMS reviews each bill to see if it is eligible. Waybills that are found to be in error are marked so that you can review the errors and make necessary corrections. TMS marks bills as rejected for the following reasons:

• The car is a load, but the prepaid/collect field is marked NR.

• The car is a load, but your road is not in the route.

After each revenue extract run, you should review and correct any rejected waybills.

TMS TIPS: You can also set up your own rules for rejecting extracted waybills. The User-Defined Rejection Rules option allows you to define your own rejection rules. When waybills are extracted to revenue, any waybill that does not meet the criteria you define will be moved to the User Defined Rejection queue. You can manage those rejected waybills using the User-Defined Rejection Queue option on the Suspended Waybills Menu.

To correct rejected revenue waybills:

1. Go to the Work with Revenue Extracted Waybills window. (Figure 57)TMS Main Menu 21 Manage Waybills 50 Suspended Waybills Menu 11 WBs Rejected by Rev ExtractFast Path = WBREX

Figure 57


WaybillsCorrecting Loaded Waybills Not Extracted to Revenue Accounting

2. Press PgDn or PgUp to browse through the ineligible waybills on the Work With Revenue Extracted Waybills window. (Figure 57) You can also enter an equipment initial and number in the header Find Car field to find a specific car.

3. Type W next to the waybill you want to review and select OK.

4. Review the information in the waybill to determine why the waybill was not extracted for revenue accounting. The following fields are most likely have errors:

5. Correct the information, then select OK to update the bill, then confirm.

TMS automatically re-suspends the bill. The next time the revenue extract runs, the bill will pass back through the extract process.

6. If you determine that the bill should not be extracted to your Freight Revenue Accounting System, type I next to the bill on the Work With Revenue Extracted Waybills window.

Figure 58

PP/CC The prepaid/collect field has a loaded car with a qualifier of NR or NC.

Route Your road is not in the route. Your road handled the car in revenue service, but your marks are not shown in the route.


Waybil lsReviewing Empty Non-Revenue Waybills

Reviewing Empty Non-Revenue Waybills

TMS automatically marks empty non-revenue waybills, operating equipment waybills, and waybills for conveying cars as ineligible for inclusion in the revenue freight accounting system. TMS stores these bills in a separate queue that you can use to review such non-revenue moves for exceptions.

To review empty non-revenue waybills:

1. Go to the Work with Revenue Extracted Waybills window for empty non-revenue waybills. (Figure 59) TMS Main Menu 21 Manage Waybills 50 Suspended Waybills Menu 13 WBs Ineligible For RevenueFast Path = WBINR

2. Press PgDn or PgUp to browse through the ineligible waybills. You can also enter an initial and number in the header Find Car field to find specific equipment.

3. If you see a waybill should be a revenue move, type W next to it, then select OK.

4. Review the waybill and make any changes necessary to make it a valid billable move.

5. Exit to return to the Work With Revenue Extracted Waybills window.

6. Type S to the left of the bill, then select OK to re-suspend it.

Figure 59


WaybillsWaybill and RWC

Field Definitions

Waybill and RWC

Following are definitions of each field available on waybills and RWCs (including the RWC Miscellaneous information). Note that some fields are available only on the waybill or only on the RWC.

TMS TIPS: If you enter a question mark (?) in any field with specified valid values, TMS will display the options available.

Activity Activity code that can represent either the current status of the car or the activity to be performed next.

Activity Indicator

See Activity.

Allowance Weight allowance for factors (such as snow) that affect the weight. (See Dunnage.)

A/S Party responsible for the routing: Agent billing/carrier routing (A), Shipper billing/shipper routing (S), or Rule 11 shipment (R).

Block to Code showing the final destination of the car on your line. The block to value you enter must be a valid record in the TMS customer master file.

On inbound RWCs, enter the consignee code for the car’s destination. RWCs applied to inbound consists automatically complete the blocking code.

For outbound moves, the Block To point is usually the offline road and the first three letters of the offline junction. For example, if the car is destined to move off line to BNSF in Chicago, the block to code should be BNSF CHG. If you enter a blocking code, the destination and left-at stations are automatically filled in. Cars in a multi-car waybill always contain the same Block To point.

BOL/Code Bill of lading number. This field is required if you transmit bills of lading (EDI 404) or waybills (EDI 417). Enter NS or NONE if the number is not available. The code describes the type of bill of lading. The most common code is BM.


Waybil lsWaybill and RWC

Capacity Capacity code:C Full cubic capacityF Full capacityG Gallonage capacityV Full visible capacity.

Car Hire Additional field that represents car hire exceptions:D Do Not Extract: Do not extract car movements

associated with this bill to car hire or TRAIN II.H Haulage: Movement data will be extracted to

car hire, but actual car hire will not be accumulated while the car moves on your road. TMS will send TRAIN 31 with haulage type on receipt, but normal TRAIN 01 on delivery.

O Outbound Haulage: You should use this value if the road to which you are interchanging the car is performing haulage for you. Car hire will be accumulated while the car moves on your road and will continue after the car leaves your road and moves across the road performing outbound haulage. TMS will send normal TRAIN 01 on receipt, but TRAIN 31 with haulage type on delivery.

N Suppress Car Hire: Report car movement data to car hire but pay at a zero rate.

U Pay up to rate.P Zero rate private cars only.F Pay at a fixed rate.

Car Hire Flag See Car Hire.

Care Of Party Party to be notified upon arrival of equipment.

You can enter a customer code and address type to copy the name and address from the Customer Master file, or bypass the customer code and enter the name and address directly. When specifying a customer for an RWC, however, you must use the established customer code.

Charge Code Switch/incidental charge codes for the RWC. Enter as many as necessary.

You can use RWCs to apply switching or junction settlement charges for inbound or outbound interchange or placement release moves. You can generate numerous charges for each type of move. The charge codes you enter must be previously set up in the charge master file.



Charge To Customer code associated with the charge code. Specifies the road or party to pay charge.

Charge Type Movement on the railroad that will automatically trigger the charge.

C/O Care Of party to be notified upon arrival of equipment. Not modifiable.

Co Mat See Company Materials.

Company Materials

Selecting this field indicates company materials (ballast, ties, etc.) are being transported for local non-revenue movements. Company material cars can be loaded or unloaded without being placed.

Consignee Consignee for the move.

You can enter a customer code and address type to copy the name and address from the Customer Master file, or bypass the customer code and enter the name and address directly. When specifying a customer for an RWC, however, you must use a customer code.

Consignee: Name/City/ST/Zip/Phone(Reverse Route)

Consignee information for the reverse route.

Controlling Road

Code for controlling road for trip. Used only for railroads running multiple railroads under one database.

Crt Schedule Y indicates that a schedule has been automatically created for the car.

Date/Time Bill of lading date/time. Required with a bill of lading number.

Demurrage Code

Demurrage code in effect for the move. This field is used if the move being billed by the RWC has a specific demurrage agreement in effect. The code entered must be set up in the Demurrage Master.

Demurrage Flag Flag that indicates the movement is exempt from demurrage. If the field is blank, the car is subject to demurrage calculations. If field contains N, it will not be subject to demurrage.

Dest: Stn/ST/FSAC/Csg

FSAC, city, station, and consignee to which the car is destined.



TMS TIPS: If you know the city and state but do not know the FSAC, TMS completes the number. The spelling must be exact to find a match. If you enter an FSAC, TMS completes the city and state.

Dunnage Weight of the dunnage required to brace or contain the load:

If dunnage/allowance fields are completed and a net weight is entered, these amounts are added in when calculating gross weight.

If dunnage/allowance fields are completed and a gross weight is entered, these amounts are subtracted when calculating net weight.

If no dunnage weight is entered, TMS assumes either there is no dunnage or dunnage weight is included in net weight.

Dust Rating Product quality data field used for RailConnect BMS processing.

EDI Override Flag to force in a particular type of message when an RWC is used to bill a move. If you leave this field blank, no override will occur, and TMS determines type of bill to transmit based on route.

EDI Send To Override

See EDI Override.

EDI Type EDI car type. Not modifiable.

Exclude Schedule

Selecting this field exempts cars populated by the RWC from car scheduling. You can use this option to exclude certain traffic such as unit trains or maintenance of way cars from going through the car scheduling process.

Freight Bill Party Party responsible for paying the freight.

You can enter a customer code and address type to copy the name and address from the Customer Master file, or bypass the customer code and enter the name and address directly. When specifying a customer for an RWC, however, you must use a customer code. (Not applicable for Rule 11 shipments)

Haulage Road Road mark of the road for which haulage is performed.

Haulage Type Type of haulage that should be reported to TRAIN II.

HazMat 24 Hour Number

24-hour hazardous material emergency notification phone number.



Height Height of the equipment. This field is automatically calculated based on the Equipment Information File (EIF).

Ignore Blocking Table

Selecting this field instructs TMS to ignore the waybill for all blocking table matches.

Ignore 420 Selecting this field instructs TMS to ignore blocking instructions from the 420.

IMA Authority Code

Interchange Movement Authority in effect for the move.

IMA Description Description that identifies the Interchange Movement Authority in effect for the move.

IMA SCAC Standard Carrier Alpha Code for the road responsible for the movement authority.

IMA State Tariff Code

N applies the tariff to Interstate traffic; S applies it to Intrastate traffic.

IMA Tariff Code D applies the tariff to Reciprocal traffic; E applies it Intraterminal traffic; F applies it to Interterminal traffic.

KD Your railroad’s car type.

L/E Loaded/empty status. Not modifiable.

Left-at Station Left-at associated with the Block to field. If you enter a blocking code, the destination station and left-at station fields are automatically filled in.

Length Car length. This field is automatically calculated based on the Equipment Information File (EIF).

LHR 7616 Exempt Flag

Indicates whether the hazardous move is exempt from LHR 7616.

Lock Selecting this field prevents any incoming 417/418 from overwriting the data in the existing waybill.

Multi (L/T) Used if the car is part of a multi-car or a unit train waybill. L indicates the car is the lead car; T indicates the car is a trailing car.

Net Weight Net weight calculated by TMS. Not modifiable.

Ntf Notify party. Not modifiable.

On/Off Customer Spec

Product quality data field used for RailConnect BMS processing.

Orig: Stn/ST/FSAC/Shp

FSAC, city, station, and shipper from which the shipment originated.



TMS TIPS: If you know the city and state but do not know the FSAC, TMS completes the number. The spelling must be exact to find a match. If you enter an FSAC, TMS completes the city and state.

Pay Up To: Time/Mileage

If you enter a Car Hire indicator of U or F, you can use these two fields to indicate the value that is either the maximum rate or the fixed rate.

Pool (Reverse Route)

Fleet pool code.

PP/CC Payment method:PP PrepaidCC Collect NC Service freight (no charge)NR Non-revenue11 Rule 11.

Priority Priority code A (highest) through E (lowest). A priority code of A or B flags the car as a priority or hot car on various windows and reports in TMS. The car will also appear in the High Priority work queue.

Priority Code See Priority.

Product Group In some cases, the STCC code does not provide enough unique information about the product being transported. You can use the Product Group to provide more information about the product being transported.

For example, coal often moves under one STCC code, but due to sulphur content, it may need a different name to distinguish it from other types of similar coal represented by that STCC.

Protective Service Code

Protective service code. The most commonly used codes are Shippers Protective Service (510) and Carriers Protective Service (515).

Quantity Enter up to three lading quantities and qualifiers which describe the quantity indicators.

On the waybill, the first lading quantity indicator prints out associated with the STCC code, the second indicator prints out associated with the first lading description, and the third indicator prints out associated with the second lading description.



Reclaim Used if the move billed is subject to a special reclaim. For example, if you use the Incidental Charge fields to generate a switching charge, you can use the Reclaim field to show the cars are subject to a Rule 05 switching reclaim.

Ref/Code Enter up to two reference numbers and the accompanying codes that describe what the number represents, for example carrier’s reference number (CN), Permit Number (PN), or weight agreement number (WM).

TMS TIPS: If you need more than two reference numbers, select Ref.

Retain Existing Pending Charges

This RWC field instructs TMS how to handle pending charges when you rebill a waybill from an RWC:

A Retain all pending charges, no matter what seeding method is used

F Retain all pending charges if you perform a full seed (Seed RWC)

M Retain all pending charges if you seed charges only (Seed RWC Charges)

blank Do not retain any pending charges.

Revenue Hold Revenue hold flag. Selecting this field instructs TMS to hold the move from being transferred to ISS. You might use this field on moves that have been partially billed but are being held for weights or grades before they should pass to the revenue system.

Reverse Route Block To

Code showing reverse route destination. Use this field only to override the normal TMS reverse route.

Role The Role Sequence Code explains how each carrier participates in the route. (TMS completes these for you if you leave them blank.)

Route Movement route. Each section of the route consists of three positions: first is the road; second is the interchange junction; third is the rule code. A route always begins and ends with a railroad mark.

Route(Reverse Route)

Empty car reverse route. The rules that apply to entering reverse routes are the same as those that apply to billing a car.

Route Code Three-position route code representing repetitive routes. If you use route codes, they must be set up in the Route Master. NOTE: A route code is not necessary to enter routes.

Route Code(Reverse Route)

Three-position code representing repetitive routes for the reverse route.



Rule Code Protective service rule number.

RWC Repetitive Waybill Code to serve as a pattern for the waybill. When you are loading a car and entering new waybill information, you can enter an RWC code in this field and select Seed RWC. This is known as “seeding” a waybill. TMS copies the appropriate fields from the RWC Master.

You can also “partially seed” a waybill from an RWC. For more information, see “Selectively Seeding with an RWC” on page 90.

TMS TROUBLESHOOTING: For inbound moves, TMS may automatically assign an RWC to the move using blocking tables, or you can manually enter it. You should not press Seed RWC on inbound moves unless you want to completely void out the inbound information you received from your connection and bill the move using the RWC.

TMS TROUBLESHOOTING: If you use the Seed RWC options and receive an error that the RWC is invalid, you should remove the Origin and Destination City/State/FSAC. You can then take the Seed RWC option again.

Sec7 S indicates that Section 7 has been signed. N or blank indicates Section 7 has not been signed.

Sender ID Party who sent the waybill.

Shipper Shipper for the move.

You can enter a customer code and address type to copy the name and address from the Customer Master file, or bypass the customer code and enter the name and address directly. When specifying a customer for an RWC, however, you must use a customer code.

Source Source from which TMS received the waybill. Not modifiable.

Special Handling Codes

Special handling codes for the move. You can use the Special Handling Code master file to designate which codes are important to your operation and which should print on switch lists or train lists in the system. (See the TMS Guide: System Maintenance for more information on how to set up and recognize Special Handling Codes).



Special Instruction Code

Special instruction code to be applied through the RWC. The code must be previously defined in the special instructions master file.

S/T Traf Traffic type that indicates how this move will be reported to Supertrip.

Supertrip is used to run reports for sales and marketing personnel. These reports show the volume of traffic moving over your operation. In some cases, the traffic type designated in the waybill may be calculated incorrectly if your connecting carrier ends an invalid route. This field lets you override the trip type calculated by TMS.

Station/Track/Spot

Destination station, track, and spot on the track for the movement. (Some Class I railroads refer to this as Zone/Track/Spot). These are optional fields in TMS that you can use to track cars to their destinations.

STCC Seven-position Standard Transportation Commodity Code representing the commodity being transported.

Supertrip Traffic See S/T Traffic.

Switch/Haulage S indicates the movement is a switching or junction settlement move. H indicates the movement is a haulage move.

Switch Instructions

Free-form instructions for the switching crew.

Switch To Intermediate destination for the car on your line.

For many roads the Block To and Switch To fields will be identical. For larger railroads that classify cars in yards while online the Switch To field can be used to designate the next destination for the car while the Block To maintains the final destination for the car.

Tare Weight Tare weight (empty weight) in pounds. This field is automatically calculated based on the Equipment Information File (EIF) information for the car.

Temperature Temperature at which the product should be maintained.

Text Free form comment field.

The Customer Customer assigned to the move for traffic reporting purposes. For inbound RWCs, you should enter the consignee code for the car’s destination.

TMC Transport method code. Indicates whether the waybill is for a conveying car (C), a railcar (R), or intermodal equipment (X). Not modifiable.



To Be Weighed Selecting this field indicates the car should be weighed while on-line.

Trace Request Fleet Tracing code for cars that should be set up for tracing through TRAIN II. See “Reviewing and Reporting Fleet Trace Results” on page 159.

Traffic Type Type of move calculated by TMS for this waybill. Not modifiable.

Type Four-position car type as registered in UMLER.

Unit of Measure If you entered a temperature, enter the temperature code. Enter CE for Celsius or FE for Fahrenheit.

Waybill Number/Date

Waybill number and date. TMS completes the waybill number for loads originating online. TMS inserts the current date if you leave the Waybill Date field blank.

TMS TIPS: You can use the System Utilities to reset the waybill numbering sequence in TMS. See the TMS Guide: Utilities and EDI.

Weight/Code Weight in pounds. The qualifier code indicates whether the weight is net (N), gross (G), or estimated (E).

TMS TIPS: You can modify the weight of multiple cars at one time from the Enter Waybill Weights window. For detailed instructions, see the TMS Guide: Transportation.

Weight Type Weight type. The following are valid codes: A Shipper’s weight agreementD Destination weight agreementN No weight requiredO Official weightR Railroad scale weightS Shipper certified scale weightT Tariff authorized weight.

Weigh Party Party requesting the weigh event.

TMS TIPS: Either Notify party or Weigh party (but not both) will appear, based on the transport type.

Wgh R1 party to receive scale ticket

Width Width of the equipment. This field is automatically calculated based on the Equipment Information File (EIF).


Car Orders Reviewing and Modifying Car Orders . . . . . . . . . . . . . . . . . . . . . . . . . . . . .108 Creating a Car Order Pattern. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113 Manually Creating a New Car Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115 Manually Assigning Cars to a Car Order . . . . . . . . . . . . . . . . . . . . . . . . . . .118

Assigning Cars to an Order From Online Inventory . . . . . . . . . . . . . .118 Assigning Cars to an Order From an Inbound Consist . . . . . . . . . . .120 Keying a List of Cars to an Order . . . . . . . . . . . . . . . . . . . . . . . . . . . .122

Creating a Car Distribution Blocking Rule . . . . . . . . . . . . . . . . . . . . . . . . . .123 Reviewing Planned Cars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126 Updating Billing for Cars Assigned to Orders . . . . . . . . . . . . . . . . . . . . . . .128 Completing a Car Order. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .129 Completing Expired Car Orders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130 Canceling a Car Order . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131 Printing Car Order Reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .132 Car Order Field Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134

The TMS car order functions enable you to record and manage orders for empty cars that are placed by your customers. Roads that provide empty cars for loading to one or more large customers, such as large grain elevators or paper mills, may find these functions useful.

The car order module enables you to

• Enter and maintain car orders.

• Assign cars to orders and bill empty cars to customers.

• Create car order patterns that will serve as templates for customers who regularly place similar orders.

• Set up blocking tables to automatically plan or assign cars to orders.

• Print management reports that show how well the railroad is meeting customer requests.


Car OrdersReviewing and Modifying Car Orders

Reviewing and Modifying Car Orders

The Car Orders menu provides two options for managing car orders: Manage Active Car Orders and Manage All Car Orders.

To review and modify car orders:

1. Go to one of the Manage Car Orders list windows. (Figure 1)TMS Main Menu 14 Car Orders 21 Manage Active Car Orders or 22 Manage All Car Orders Fast Path = COA or COHIS

• Option 21 Manage Active Car Orders shows you only open car orders.

• Option 22 Manage All Car Orders shows you both open and completed orders.

TMS TIPS: You can specify the order in which you want to view the order records on the Manage Open Car Orders window using the Sort option. A note in the upper right hand corner shows the sort criteria currently being used.

You can specify whether you want to view all order records or only open order records on the Manage Car Orders window using the Show Open Orders/All option. A note in the upper right corner shows the type of order that appears on the window.

Figure 60



TMS TIPS: Orders on the Manage Car Order windows are highlighted in white if that order contains cars on bad order. If an order is highlighted in pink, the order was placed via ShipperConnect.

TMS TIPS: There are several views available for the Manage Car Orders window; each view gives you different information about the orders. Select Alternate View to see the different views.

The following information appears on this window:

2. You can also perform the following tasks from the Manage Car Orders list windows:

Order Number Order number automatically assigned by TMS.

Customer Customer who ordered the cars.

1st Date Wanted

Date for which the cars in this order are requested.

KD Car type ordered.

Commodity Description of the commodity to be loaded in the car.

Pln Number of cars on inbound interchange planned to the order.

Ord/Asn/Asn Bal

Number of cars ordered, number assigned, and number remaining to be assigned to the order.

Plc/Plc Bal Number of cars placed and number remaining to be placed to the order.

Order St Order status. Indicates whether the order is open (O) or complete (C).

Order M/S Indicates whether the order is a single (S) order or a multiple (M) order. A multiple order is one for which more than one date is entered. This might occur, for example, when a customer asks for 10 boxcars a week for the next five weeks.

Source Shows how the car was associated with the order.

Order Type Indicates whether the car is foreign (F), unit (U), or online (O).

Tracking Tracking number used by the customer for this order.

If you want to then

review the order dates the cars are wanted

type 4 next to the order and select OK.

review the cars assigned to an order type 5 next to the order and select OK.



3. To review details in a car order header, type 1 next to the order and select OK.

You can also enter or update information in many of the fields on the Edit Car Order Details Screen 1. (Figure 61) Press PgDn to view more information on Edit Car Order Details Screen 2. (Figure 62)

Complete field definitions are available in “Car Order Field Definitions” on page 134.

review the cars on inbound interchange planned for an order


view bad order cars assigned to an order


copy an order without cars so that you can quickly build another similar order

type C next to the order and select OK.

view the car order detail log for an order

type L next to the order and select OK.

print an order type P next to the order and select OK.

add a new order using a car order pattern

select Add from Pattern.

add a new order select Add.

Figure 61

If you want to then



4. Exit to return to the list window.

5. To review the cars associated with a car order header, type 5 next to the order and select OK.

Figure 62

Figure 63



TMS TIPS: There are several views available for the Work with Cars Assigned to Order window; each view gives you different information about the cars. Select Alternate View to see the different views.

In addition to the add car functions, you can perform the following car order management tasks from the Work with Cars Assigned to Order window (Figure 63):

If you want to then

view the car’s history type H next to the car and select OK.

view the car’s current waybill type W next to the car and select OK.

view the car’s loaded waybill type X next to the car and select OK.

view the car’s empty waybill type Y next to the car and select OK.

view the car’s dimensional or capacity information

type E next to the car and select OK.

delete the car from the order type D next to the car and select OK.

view the car order detail log for a particular car

type L next to the car and select OK.

move a car to another order type M next to the car and select OK.

view cars still on inbound interchange that have been blocked to the order

select Planned Cars.

toggle between views containing data from the cars’ empty waybills, loaded waybills, and current waybills

select Toggle Empty/Loaded/Current.

review the car order detail log for the entire order

select Log.

update the billing information to bill the cars to that customer

select Update Billing.

work with the next car order date or the previous car order date

select Next Want Date or Previous Want Date to move to the next or previous car order date requests.

view cars assigned to the order that are currently in bad order status

select Bad Order.


Car OrdersCreating a Car Order Pattern

Creating a Car Order Pattern

If your customer repeatedly makes the same car order, you can create a car order pattern to serve as a template. Once you define a pattern in the car order pattern master file, you can use it to create a new order quickly.

To create a new car order pattern:

1. Go to the Manage Car Order Patterns window. TMS Main Menu 14 Car Orders 40 Car Order Patterns Fast Path = COP

2. Select Add.

Figure 64


Car OrdersCreating a Car Order Pattern

TMS TIPS: If the pattern you are creating is similar to an existing pattern, you can make a new pattern from the existing record. Enter C next to the existing pattern and select OK. TMS creates a copy of the existing record and you can then modify the new car order pattern with any necessary changes.

3. Enter the appropriate values in the fields on the Edit Car Order Pattern windows (Figure 64 and Figure 65). You can PgDn to reach the Car Order Pattern - Screen 2.

For more information on the fields, see “Car Order Field Definitions” on page 134.

4. Select OK to save the record. Your car order pattern is complete.

TMS TIPS: You can make car order patterns available to your customers who use ShipperConnect to order cars. Any pattern with the Web Access field selected will be available.

Figure 65


Car OrdersManually Creating a New Car Order

Manually Creating a New Car Order

You can create a new car order automatically using the TMS blocking tables (see Creating a Car Distribution Blocking Rule on page 123), or you can add one manually. When you create a new car order manually, TMS assigns the order a new number. You then need only to indicate the customer who placed the order, the number and type of cars ordered, and other basic information about that order.

To add a new car order:

1. Go to one of the Manage Open Car Orders window. TMS Main Menu 14 Car Orders 21 Manage Active Car Orders Fast Path = COA

• If you choose Add from Pattern, you can select the template you want to use from the CO: Select Pattern window. The Edit Car Order Details Screen 1 window appears, showing the values from the pattern you selected.

• If you choose Add, you will need to complete the fields on the Edit Car Order Details Screen 1 and Screen 2 windows (Figure 66 and Figure 67). For more detailed information about these fields, see “Car Order Field Definitions” on page 134.

Figure 66



From the Edit Car Order Details Screen 1, you can PgDn to enter information on Edit Car Order Details Screen 2. (Figure 66 and Figure 67)

2. Select OK to save the car order.

The Edit Car Order Header Details window provides several options for you to manage with car orders:

Figure 67

If you want to then

review cars assigned or planned to the order

select Work with Cars.

review the order dates the cars are wanted

select Dates.

cancel the order select Cancel.

enter comments about the order select Comments.

review a list of changes that have been made to the order

select Log.

complete the order select Complete.

delete the order select Delete Order.



identify any mistakes made on an order entered via ShipperConnect

select Web Order Reviewed. NOTE: When you use this function and correct the mistake, the pink highlight is removed from the Manage Car Orders windows.

make the order active select Make Order Active.

If you want to then


Car OrdersManually Assigning Cars to a Car Order

Manually Assigning Cars to a Car Order

Once you have added a new order, you can begin assigning cars to that order. You can use the TMS blocking tables to assign cars automatically, or you can assign cars manually by

• Selecting cars from online inventory.

• Selecting cars from inbound consists.

• Keying in a list of cars to add.

Assigning Cars to an Order From Online Inventory

Use this option to choose cars that are currently on your railroad.

To select cars from online inventory:

1. Go to the Manage Open Car Orders window for active orders. TMS Main Menu 14 Car Orders 21 Manage Active Car Orders Fast Path = COA

2. Type 5 next to the car order to which you want to add cars.

Figure 68



3. On the Work With Cars Assigned to Order window (Figure 68), choose Select from Online.

4. On the Assign Online Cars to Order window, cars appear in initial and number sequence. (Figure 69) You can enter values in the header fields to filter the information that appears. For example, you could enter Station CHGO and L/E E to see only empty cars at Chicago.

Take one of the following actions:

• Click on each car you want to assign to the order (1 appears next to each selected car).

• Choose Select All to select all cars in the list.

5. Select OK to assign the cars to the order, then Exit.

Figure 69



Assigning Cars to an Order From an Inbound Consist

Use this option to choose cars that are scheduled to be interchanged to your railroad.

To select cars from an inbound consist:



3. On the Work With Cars Assigned to Order window, choose Select from Inbound.

Figure 70



4. On the Assign Inbound Cars to Order window (Figure 70), click on the consist(s) you want to choose from (1 appears next to each selected consist) and select OK.

5. The Select from Inbound Consist window lists all cars on the consist. (Figure 71) You can enter values in the header fields to filter the information that appears. For example, you could enter L/E E to see only empty cars.

Take one of the following actions:

• Click on each car you want to assign to the order (1 appears next to each selected car).

• Choose Select All to Assign to add all cars on the consist to the order.

• Type P next to the individual cars you want to plan to the order.

• Choose Select All to Plan to plan all cars on the consist to the order.

6. Select OK to assign the cars, then Exit.

TMS TIPS: For greater flexibility in advance planning for car orders, you can choose to “plan” inbound cars rather than assigning them. When planned cars are interchanged and the waybill becomes active, the status will change to “assigned.” For more information, see “Reviewing Planned Cars” on page 126.

Figure 71



Keying a List of Cars to an Order

Use this option when you know specifically which cars you want to add to an order, regardless of location.

To key in a list of cars:



3. On the Work With Cars Assigned to Order window, choose Add.

4. Type in the initial and number of each car you want to assign to the order on the Add Cars to Customer Order window (Figure 72), then select OK to add the car.

Figure 72


Car OrdersCreating a Car Distribution Blocking Rule

Creating a Car Distribution Blocking Rule

The Car Distribution blocking table allows you to block empty cars automatically to a customer for loading on the railroad. You can also use this table to automatically assign cars to an order maintained in the Car Order module.

To create a new car distribution blocking rule:

1. Go to the Select Blocking Category window. TMS Main Menu 31 Master Files 24 Blocking TableFast Path = BLOCK

2. Choose C Car Distribution and select OK.

3. Select Add New Rule on the Blocking Table Rules window to add a new blocking rule.

4. On the Edit Rule - General Selection window (Figure 73), you must

• Enter a free-form rule description or name in the Description field to help you quickly identify the rule. You can also enter a free-form group name in the Class field to help you rapidly arrange similar rules on the window.

• Enter your selection criteria in the fields shown. This is the information against which TMS matches your inbound waybills to determine if the cars should be added to the order. Cars that are made empty on your railroad will also pass through this table. For more information about using the selection fields, see the TMS Guide: Advanced Automation.

Figure 73



5. To select cars based on equipment dimensions, select EIF. Use any of the parameters listed on the Edit Rule - Select EIF Info window to specify height, weight, capacity, or clearance ranges, or to specify car type or grade criteria. The blocking rule will be applied to all cars that fall within the ranges you specified.

6. Press the PgDn key to view the Edit Rule - Apply window. (Figure 74)

Enter your blocking instructions on this window. The instructions that you enter will be applied to any waybill exactly matching the criteria you specified on the Edit Rule - General Selection window. You must enter at least one apply field.

7. When you have completed all appropriate fields, select OK to save.

Figure 74



8. To select a car order to be applied to all matching cars, select Car Order.

9. Use the fields on the Edit Rule - Apply Car Distribution window (Figure 75) to apply the cars directly to an open order:

10.Select OK to save the order selection, then Exit to return to the Edit Rule - Apply window. The value of the Car Order Applied field on the Edit Rule - Apply window changes to Y to indicate that an order selection has been made.

Figure 75

Check Car Orders for Customer Code/Group

If you enter a customer code or customer group in this field, TMS will check the car order module and determine if any open orders exist for that customer. If so, the cars will be automatically assigned to those orders.

Check Car Orders for Car Order Number

If you enter a specific car order number in this field TMS will check to see if that order is still open. If it is, the cars will be automatically assigned to that order.

Check Any Open Car Order

If you select this field, TMS will check all open orders in the car order module and assign cars to the first available order based on priority and car type wanted.


Car OrdersReviewing Planned Cars

Reviewing Planned Cars

In addition to assigning cars to an order, you can also “plan” inbound cars for an order. This allows you to make future assignments for cars that will eventually come online in your operation. When the car is interchanged online, the blocking table will automatically assign the car to the order.

You can manually plan a car to an order (see “Assigning Cars to an Order From an Inbound Consist” on page 120), or you can set up the Car Distribution blocking table (“Creating a Car Distribution Blocking Rule” on page 123) to plan inbound empty cars for an order.

To review cars that have been planned to an order:


2. Type 6 next to the car order with which you want to work, then select OK.

The Work With Planned Cars window shows all on inbound consists that have been planned to this order(Figure 76).

TMS TIPS: You can also reach this window using the Planned Cars option from the Work with Cars Assigned to Order window.

Figure 76


Car OrdersReviewing Planned Cars

3. You can perform the following tasks from this window:

If you want to then

change a car’s status from planned to assigned

type A next to the car and select OK.

take a car off of the order type D next to the car and select OK.



view a car’s history type H next to the car and select OK.

move a car within an order type M next to the car and select OK.

re-run the car through the car distribution block table to re-plan the car to another order

type R next to the car and select OK.

NOTE: If the number of cars assigned to an order reaches or exceeds the number of cars requested for that order, all cars planned to the order will automatically be re-planned.

view a car’s waybill type W next to the car and select OK.

view the Car Order Detail Log for a car type L next to the car and select OK.

select cars from inbound consists to plan to the order

select Inbound.

select loaded cars to plan to the order select Select Loaded.


Car OrdersUpdating Billing for Cars Assigned to Orders

Updating Billing for Cars Assigned to Orders

After you have assigned cars to a car order, you can update the billing information for the cars so the new destination appears on windows and reports throughout TMS.

To update billing information on cars assigned to an order:



3. On the Work With Cars Assigned to Order window, select Update Billing.

4. On the Update Billing for Empties window (Figure 77), enter the new blocking codes for each of the cars you want to update.

TMS TIPS: Use the apostrophe (‘) to copy blocking codes from car to car, or select Copy Customer from First Car to copy the code from the first car.

5. Select OK to update the billing information, then Exit.

Figure 77


Car OrdersCompleting a Car Order

Completing a Car Order

You can set a car order to complete automatically using the Auto Complete flag on the Car Order Header. The value in this field instructs TMS to complete the car order when either the number of cars placed or the number of cars assigned and placed equals the number of cars ordered. If you do not use the Auto Complete feature, you will need to manually complete the order.

When an order is completed it is written to history so you can review how well your road has satisfied the car order needs of your customers.

To manually complete a car order:


2. Type 1 next to the car order you want to complete.

3. On either of the Edit Car Order Details windows, select Complete.

The Status field on the Edit Car Order Details Screen 2 will change to C (Complete). (Figure 78)

Figure 78


Car OrdersCompleting Expired Car Orders

Completing Expired Car Orders

You may accumulate old car orders in the system that were never completed, possibly because the railroad could not complete the order before the expiration date. You can clean out your expired car orders by setting all car orders that are older than a date you specify to “complete” status.

To batch complete expired car orders:

1. Go to the Auto Close Car Orders window. TMS Main Menu 14 Car Orders 24 Remove Expired Car Orders Fast Path = REC

2. On the Auto Close Car Orders window (Figure 79), enter the number of days beyond which expired orders should be completed in the Remove Cars Older Than __ Days field. For example, if you enter a 10 in this field, all car orders that have been expired more than 10 days will be set to complete status.

3. Complete the Final or Trial field. Enter T to run the job as a trial to see which orders will be completed or F to run the job to actually complete the orders.

4. You can choose to either Display Report on Screen or specify an Output Queue and select OK to generate the report.

Figure 79


Car OrdersCanceling a Car Order

Canceling a Car Order

If a customer cancels an order, you can take the steps described below to record the cancellation in TMS. A cancelled order no longer resides in active status, but it is written to history so you can review the number of cancelled orders for a customer.

To cancel a car order:


2. Type 1 next to the car order you want to cancel.

3. On the Edit Car Order Details window, select Cancel.

4. In the confirmation box, type in the Reason the order was cancelled and the name of the person cancelling. (Figure 80)

5. Select OK to confirm and complete the car order cancellation.

Figure 80


Car OrdersPrinting Car Order Reports

Printing Car Order Reports

TMS provides several reports that allow you to analyze how well your railroad is meeting your customers’ car order requirements. These reports can show either summary or detailed information about the order.

To print car order reports:

1. Go to the Car Orders Reports window. TMS Main Menu 14 Car Orders 31 Car Order Detail & Summary Fast Path = CORPT

2. Use the fields on the Car Orders Report window to customize the report to your needs. (Figure 81)

3. Select OK to run the report.

Figure 81


Car OrdersPrinting Car Order Reports

Field Definitions

Report Title Free-form field you can use to describe the report.

Report Type 1 prints car order detail that shows the cars assigned to the orders; 2 prints car order summary information only. You can select 3 to print both.

Order Status Status of the order. You can choose to include open orders (O), completed orders (C), or cancelled orders (X).

Order Reason Selects orders based on fulfillment status. For example, enter P to include only partially fulfilled orders.

Car Order Number From/to

Range of car orders to be printed by number.

Order Priority From/to

Range of priorities to be printed. For example, enter 1 in each of these fields to print only high-priority car orders.

Tracking Number From/to

Range of tracking numbers to be selected.

Customer Customer code. Use this field to select cars ordered by a particular customer.

Car Kind Car type.

AAR Car Type Four-position AAR car type code.

Entry Date From/to Range of dates on which orders were entered. Use this field to select car orders in this range.

Effective Date From/to

Effective date range of the car order.

Expiration Date From/to

Expiration date range of the car order.

Date Closed From/to

Range of dates when orders were closed. Use this field to select car orders in this range.

Date Wanted From/to

Range of dates when orders were wanted. Use this field to select car orders in this range.

Sort Sequence Order in which orders will be sorted on the report.

Print Subtotals Selecting this field instructs TMS to include subtotals in the report.

Out Queue Name of the printer that will print the invoice. If you want to e-mail the invoice, type EMAIL in the field.

# Copies Number of copies of the report to print.


Car OrdersCar Order Field Definitions

Car Order Field Definitions

The following fields are used in the TMS car order module.

1st Date/Time Wanted

Date and time the cars are requested for this order.

Alternate Car Kind If the customer will accept an alternate car kind, you can enter your alternate internal car type in this field.

Alternate Car Type If the customer will accept an alternate AAR car type, you can enter that car type code in this field.

Assigned Number of cars that have already been assigned to the order.

Auto Complete Flag The selection in this field instructs TMS whether to complete the order automatically when a certain number of cars is assigned and/or placed.

A instructs TMS to complete the order when the number of cars placed equals the number of cars ordered. Y instructs TMS to complete the order when the number of cars assigned and placed equals the number of cars ordered and all cars previously assigned are included in the cars placed.F instructs TMS to complete the order when the number of cars placed and/or assigned equals the number of cars ordered. N instructs TMS to require manual completion.

Balance Number of cars that still need to be assigned to the order. The balance is the difference between the cars ordered and the cars already assigned.

Block To Block to value to be applied when cars are added to the order. This blocking code can direct the car to the loading point.

Broker Third-party customer who ships on behalf of customer.

Car Type Four-position AAR car type code. You can enter as much or as little of the AAR car type code as needed. For example, if the customer requires a general purpose 50-foot boxcar, you can enter B in this field.

Car Kind Car type used by your railroad.

Comments Free-form field for comments.



Customer Code representing the customer placing the order. After you enter a customer code, TMS completes the FSAC number, city, state, and phone/fax numbers from the Customer Master.

Effective Date the order becomes valid.

Entered On Date and time the order was entered.

Empty Billing RWC RWC to be used to bill all cars assigned to the order.

Expire Expiration date of the order.

Grade Car grade if the customer is ordering cars of a particular grade.

Interchange: Station, Road

Station and road at which cars will be interchanged if they are coming from an offline (foreign) road.

Order Type F (Foreign) indicates you will use an offline source to fulfill this order. O (Online) indicates the order will be filled from online inventory. U (Unit) indicates the order will be filled from a regularly processed unit train.

Ordered Number of cars ordered.

Ordered by Name of the person placing the order.

Phone/Fax Customer phone and fax numbers.

Pool Pool ID if the customer ordered cars from a specific pool.

Priority Priority code for the order.

Review Required Selecting this field instructs TMS to highlight the order on the Manage Car Orders windows.

Road (Not currently used; still under development.)

Seeding Selecting this field instructs TMS to perform a full seed and P instructs TMS to perform a partial seed of the waybill from the RWC when the car is assigned.

Source Indicates whether the order was placed via TMS or via ShipperConnect.

Spot Spot on the track if the customer wants the cars placed in a particular spot.

Station Station name if the customer wants the cars placed at a particular station.

Status/Reason Order status of open (O) or complete (C) and the reason for this status.

STCC Standard Transportation Commodity Code that represents the commodity to be loaded in the car.



Track Track name if the customer wants the cars placed on a particular track.

Tracking Fixed customer tracking number used for this order.

Web Access Selecting this field makes the pattern available to your customers via ShipperConnect.


Equipment/Move History Reviewing Equipment History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .138 Tracing Cars by Keying a List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .141 Tracing All Online Cars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .143 Tracing All Cars Handled by Your Railroad . . . . . . . . . . . . . . . . . . . . . . . . .145 Tracing Cars by AAR Car Type . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .148

Each time you move a car, TMS writes a record of the move to the Car Movement History file. TMS provides several car tracing and inquiry options that allow you to review movement history of cars, containers, trailers, and locomotives handled on the railroad.

When you look at movement history for a car, the waybill for that car is always available. Records in the Car Movement History file can be accessed for accounting functions such as car hire or demurrage. Car moves are transmitted to TRAIN II for car tracing and interchange continuity checks. CLM (Car Location Messages) are also created from Car Movement History so that customers can trace cars on your railroad.


Equipment/Move HistoryReviewing Equipment History

Reviewing Equipment History

You can look at the movement history for a car from almost any list window in TMS by simply entering an H to the left of a car. One of the most common paths is from the Yard Inventory window.

To review equipment history:

1. Go to the Select Station/Track window. TMS Main Menu 1 Rail Operations 1 Yard Manager Fast Path = YARD

2. Enter the names of the Station and Track you want to work with, then select Cars on Track.

3. On the Yard Inventory window type H next to any car.

The Equipment History window shows each movement made by the car and the Date/Time and From/To stations for each move. You can also see the Load/Empty status and associated Commodity of the car. (Figure 82)

TMS TIPS: There are several views available for the Equipment History window; each view gives you different information about the cars on the track. Select Alternate View to see the different views.

Figure 82



4. You can perform the following functions from the Equipment History window:

If you want to then

review advance notices for intermodal equipment

type A next to the car and select OK.

build a reverse route empty for the car type B next to the car and select OK.

review incidental charges type D next to the car and select OK.



reset a history record for car hire transmission

type H next to the car and select OK.

view containers attached to an intermodal conveying car

type I next to the car and select OK.

modify the date and time of a move type M next to the car and select OK.

enter notifications for a move type N next to the car and select OK.

review or enter the pickup number type P next to the car and select OK.

enter free-form remarks for the car type R next to the car and select OK.

review special instructions type S next to the car and select OK.

review the waybill type W next to the car and select OK.

review the RWC seeding history type Y next to the car and select OK.

review additional detail for a move type 1 next to the car and select OK.

review the weight history type 2 next to the car and select OK.

view the AMS transaction history type 3 next to the car and select OK.

remove local movements from the window so that you can more easily review moves critical to understanding a car’s history

select Compress Moves.



5. If you want to review waybill and movement detail for a particular move, type C to the left of the car at that point in its trip and select OK.

The Customer Support Information window summarizes the most important waybill and movement information for that point in the trip. (Figure 83) The information on this window is especially useful if you are providing information to customers tracing cars.

Figure 83


Equipment/Move HistoryTracing Cars by Keying a List

Tracing Cars by Keying a List

This function is useful when customers request the latest move for a group of cars.

To enter a list of cars to trace:

1. Go to the Enter List for History Inquiry window. TMS Main Menu 1 Rail Operations 11 Enter List to Trace Cars Fast Path = TRL

2. On the Enter List for History Inquiry window, enter the car initials and numbers you want to trace and select OK.

TMS TIPS: If you are entering a list of cars with the same initial, you can enter the initial for the first one only. TMS will automatically duplicate the initial of the first car for subsequent ones.

On the Enter List for History Inquiry window, TMS displays the latest movement record for each car you specified. (Figure 84) Information includes the date, time, move type, loaded/empty status, car type, STCC, and track. By using the Alt View function, you can also see activity indicators and switch to and block to destinations.

Figure 84


Equipment/Move HistoryTracing Cars by Keying a List

TMS TIPS: The default view of the Enter List for History Inquiry window shows only the last moves as designated by the Last Moves table. You can use the Hide/Show ‘Last Moves’ option to see all moves for the car(s) you entered. In addition, TMS offers a Client System Option to set the default for this window to show all moves first. Please contact RMI Support to set this option.

TMS TROUBLESHOOTING: If the car you are tracing has never been handled by your railroad, TMS highlights the car and displays a message at the bottom of the window.


Equipment/Move HistoryTracing All Online Cars

Tracing All Online Cars

The Trace Online Railcar option allows you to look at all cars online in initial/number sequence. This allows you to find a specific online car or series of cars easily.

To trace cars online by initial/number:

1. Go to the Cars Online window. TMS Main Menu 1 Rail Operations 5 Trace Online Railcars Fast Path = TRACE

TMS TIPS: You can also reach this window by taking option 1 Trace Online Railcars from the Car Orders menu.

TMS TIPS: There are several views available for the Cars Online window; each view gives you different information about the cars. Select Alternate View to see the different views.

2. Enter information in the header fields of the Cars Online window (Figure 85) to filter the list of equipment and narrow your search. For example, if you are looking for all empty SOU-marked boxcars, enter SOU in the Car field, B in the KD field, and E in the LE field.

Select OK. TMS shows the cars that match the search information you entered.

Figure 85


Equipment/Move HistoryTracing All Online Cars

3. You can also perform the following trace functions from the Cars Online window:

If you want to then

review customer support information for a car

type C next to the car and select OK.

review the movement history for a car type H next to the car and select OK.



print the waybill for a car type P next to the car and select OK.

review special instructions for a car type S next to the car and select OK.



review the waybill for a car type W next to the car and select OK.

toggle between a view showing only active cars, a view showing only inbound cars, and a view showing all cars

select Active/Inbound/Both.


Equipment/Move HistoryTracing All Cars Handled by Your Railroad

Tracing All Cars Handled by Your Railroad

You can use the TMS Car Movement History option to look at movements for all cars handled by your railroad, including cars currently online and cars handled in the past.

To view car history:

1. Go to the Equipment History window. TMS Main Menu 1 Rail Operations 6 Car Movement History Fast Path = HIS

TMS TIPS: There are several views available for the Equipment History window; each view gives you different information about the movements. Select Alternate View to see the different views.

2. Enter the initial and number of the car you want to trace in the Find Car field at the top of the Equipment History window. (Figure 86) You can specify a Date to go directly to the movements that took place on that date, or you can search according to Move type.

Select OK. The window will show the movement history of the car you specified.

Figure 86



3. You can also perform the following trace functions from the Equipment History window:

If you want to then

review additional details for a move type 1 next to the movement record and select OK.

review the weight history for a car type 2 next to the movement record and select OK.

review AMS transaction history for a car

type 3 next to one of the movement records for the car and select OK.

review advance notices for a car type A next to one of the movement records for the car and select OK.

build an empty reverse route for a car type B next to one of the movement records for the car and select OK.

review customer support information for a car

type C next to one of the movement records for the car and select OK.

view, add, modify, or delete a charge for a car movement

type D next to the movement record and select OK.

review a car’s dimensional or capacity information

type E next to one of the movement records for the car and select OK.

reset a history record for car hire transmission

type H next to one of the movement records for the car and select OK.


type I next to one of the movement records for the car and select OK.

modify the date and time of a move type M next to the movement record and select OK.

enter notifications for a move type N next to the movement record and select OK.

print history reports about one car or several cars

type P next to one of the movement records for the car to select or de-select that car for printing. Then select Print to print history reports for all selected cars.

enter free-form remarks type R next to the movement record for the car and select OK.

review special instructions type S next to one of the movement records for the car and select OK.



review blocking history type T next to one of the movement records for the car and select OK.

review the waybill type W next to one of the movement records for the car and select OK.

remove local movements from view select Compress Moves.

If you want to then


Equipment/Move HistoryTracing Cars by AAR Car Type

Tracing Cars by AAR Car Type

The Cars Online by Car Type option is useful if you are responsible for distributing cars or finding equipment to fill customer orders. The AAR Car Type code is a four-position code representing the industry-recognized car type.

To trace cars by car type:

1. Go to the Cars Online by Car Type window. TMS Main Menu 1 Rail Operations 9 Cars Online by Car Type Fast Path = TRCT

TMS TIPS: You can also reach this window by taking option 2 Cars Online by Car Type from the Car Orders menu.

Figure 87


Equipment/Move HistoryTracing Cars by AAR Car Type

2. Enter information in the header fields of the Cars Online by Car Type window (Figure 87) to look at equipment by car type:

For example, if you are looking for all loaded SOU-marked boxcars, enter L in the L/E field, B in the Car Type field, and SOU in the Car Initial field.

Select OK, and TMS displays the cars that match the search criteria.

3. You can also perform the following trace functions from the Equipment History window:

Car Type Four-position AAR car type code. User this field to search for cars of a particular type. All four positions of the car type code are not required. For example, if you are looking for all car types of A4, enter this in the header field.

Car Initial Car initial and number. Use the initial field to look for car types with a particular reporting mark.

L/E Status Loaded/Empty status.

Kind Two-position car type.

Car Grade Car grade (quality) as designated in the EIF file.

If you want to then



review the movement history for a car type H next to the car and select OK.

print the waybill for a car type P next to the car and select OK.

review special instructions for a car type S next to the car and select OK.

review a car’s dimensional or capacity information


review the waybill for a car type W next to the car and select OK.


Off Line Car Tracing Creating a Demand Trace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .151 Reviewing Demand Trace Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .153 Reviewing and Reporting Trace Movements. . . . . . . . . . . . . . . . . . . . . . . .154 Creating a Fleet Trace . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .156 Reviewing and Reporting Fleet Trace Results. . . . . . . . . . . . . . . . . . . . . . .159

You can use TMS to trace cars not online for your rail operation. This function works by sending and receiving car movement queries via the TRAIN II car tracing system. The system is fed by movements reported by railroads across North America.

The TMS Off Line Car Tracing module enables you to perform the following functions:

• Print reports that show off-line car moves for a customer.

• Enter, maintain, and transmit queries to TRAIN II for tracking car movements. This is particularly useful for providing your customers with information about cars destined for them or cars they have recently shipped that you have interchanged off-line.


Off Line Car TracingCreating a Demand Trace

Creating a Demand Trace

You can enter a demand trace as a one-time query for non-repetitive traffic. Traces are often made to answer a customer’s question about the location of a car.

TMS TIPS: To trace a fleet of assigned cars on a regular basis or a large number of cars moving to a particular point, use the Set Up Fleet Requests option. For more information, see “Creating a Fleet Trace” on page 156.

To enter a demand trace:

1. Go to the Enter Cars to Trace window. TMS Main Menu 12 Off Line Tracing 1 Car Tracing Fast Path = CT

Figure 88


Off Line Car TracingCreating a Demand Trace

2. The Enter Cars to Trace window (Figure 66) shows a list of cars that have been traced previously. Select Add to run a trace.

3. On the Enter Cars to Trace - ADD window (Figure 89), enter the Query Type you want to make:

• Q11 Interchange (Home Route)

• Q12 Last 10 event records

• Q13 Last location

• Q14 Waybill and movement

• Q17 All movement records associated with the current waybill.

4. Enter the initial and number of each Car you want to trace. If you are running a Q14 waybill trace, you must also enter the Waybill Number and Date for each car.

5. After you type in all cars to trace, select OK to save the information.

6. Select Transmit to begin a communication job to submit the request to TRAIN II.

Figure 89


Off Line Car TracingReviewing Demand Trace Results

Reviewing Demand Trace Results

Once you submit a trace request, you must allow time for it to process. Usually, this will take less than 15 minutes to complete. Once the request is complete, you can review the results.

To view trace results:

1. Go to the Enter Cars to Trace window. TMS Main Menu 12 Off Line Tracing 1 Car Tracing Fast Path = CT

2. Type A next to the trace for which you want to review the response and select OK.

The Query Responses for Selected Equipment window lists the movements for the car you traced. (Figure 90)

Figure 90


Off Line Car TracingReviewing and Reporting Trace Movements

Reviewing and Reporting Trace Movements

You can review all movements for each car that you have traced as it moved through your system. From this option you can review the car moves and print a listing of the movements for a particular car.

To review car movements:

1. Go to the Offline Equipment History window. (Figure 91) TMS Main Menu 12 Off Line Tracing 10 Review Trace Requests Fast Path = TRREQ


Figure 91

If you want to then

delete a movement record type D next to the record and select OK.

review car dimensional information if available

type E next to the record and select OK.

print the trip information for the move type P next to the record and select OK.

look at waybill information if a waybill query has been submitted

type W next to the record and select OK.


Off Line Car TracingReviewing and Reporting Trace Movements

view group requests select View Group Requests.

enter a demand request select Enter Demand Request.

view the EDI message select View EDI.

If you want to then


Off Line Car TracingCreating a Fleet Trace

Creating a Fleet Trace

Fleet queries are used to set up groups of cars that are traced on a regular basis. You can set up a fleet query for owned or leased cars assigned to your road or to an online customer. You can also create Repetitive Waybill Codes (RWCs) to automatically add cars to a group query each time you use the RWC to bill a car.

To add a new fleet request:

1. Go to the Manage Group Tracing Requests window. TMS Main Menu 12 Off Line Tracing 21 Set Up Fleet Requests Fast Path = FLTRQ

2. From the Manage Group Tracing Requests window (Figure 92), select Add to create a new fleet request.

3. On the Edit Trace Request Header window, enter a Trace Request ID and the Query Type you want to make:

• Q11 Interchange (Home Route)

• Q12 Last 10 event records

• Q13 Last location

• Q14 Waybill and movement

• Q17 All movement records associated with the current waybill.

Figure 92



4. Select OK.

5. Enter information in the following fields on the Edit Trace Request Header window (Figure 93):

Figure 93

Description Free-form description of the fleet you are setting up.

Days Not Moving Limit

Number of days that a car has not moved before it will be flagged as an exception on certain reports.

Auto Trace on Selecting a day indicates that cars should be automatically traced for that day.

Purge Cars Selecting this field indicates that cars are to be purged from fleet when they have completed trip off line.



6. Select Work with Cars.

7. On the Edit Tracing Requests Details window (Figure 94), enter the initial and number of the Car(s) to add to the fleet query request.

8. Select OK to create the new fleet request.

TMS TIPS: TMS can automatically add cars to a fleet query if you add the query ID to the RWC. You can use the fleet trace function to generate car traces automatically for cars loaded by a particular online customer to specific points. For example, if you have hot cars that you want to follow very closely as they move to their off line destination, you can use TMS to automatically query these cars on a regular basis.

The first step in this process is to set up a fleet query request. You can then add the group query request to the Repetitive Waybill Codes that will be used to bill the cars. Then, each time that RWC is used to generate billing for the move, the car will be automatically added to the fleet request.

Figure 94


Off Line Car TracingReviewing and Reporting Fleet Trace Results

Reviewing and Reporting Fleet Trace Results

Once you submit a trace request, you must allow time for it to process. Usually, this will take less than 15 minutes to complete. Once the request is complete, you can review the results. You can also use TMS reports to print car movements for equipment assigned to these pools.

To view fleet trace results:

1. Go to the Manage Group Tracing Requests window. (Figure 95) TMS Main Menu 12 Off Line Tracing 21 Set Up Fleet Requests Fast Path = FLTRQ


Figure 95

If you want to then

review the fleet request type 1 next to the request and select OK.

look at the cars assigned to the fleet request

type 5 next to the request and select OK.

print a report showing the last 10 moves for cars in the trace request

type 6 next to the request and select OK.

delete a fleet request type D next to the request and select OK.


Off Line Car TracingReviewing and Reporting Fleet Trace Results

copy the cars on the fleet request to another request

type F next to the request to copy from and T next to the request to copy to and select OK.

transmit a fleet request to RAILINC type X next to the request and select OK.

run a report showing cars not moving type M next to the request and select OK.

run a trip report for cars in the fleet type P next to the request and select OK.

look at the last move for each car in the fleet

type L next to the request and select OK.

look at all moves for each car in the fleet

type A next to the request and select OK.

run a report that analyzes the time between outbound interchange and the date the car was placed offline

type R next to the request and select OK.

look at the EDI message for the fleet select EDI.

If you want to then


tms guide: customer servicesupport.railconnect.com/manuals/tmscustomerservice.pdf · 2011-09-22 ·...

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