Booking Management

This screen is used by the MM to locate, review and/or take action on OFS that are currently in the system.

1. Review and select desired parameters selections.

    Please select a status from one of the 12 selections.

2. Click "Get Records" to obtain result set of selection choices or "UnSelect All" to deselect selection choices and start over.

3. Select desired OFS within result set to proceed and click 'Open for Action' to proceed.

4. Click "View Shipment Details" data (optional)

5. Enter "MM Comments" and/or "SP Comments" and click "Submit Comments Change" to edit/remove existing comments.

6. Select "Status" and "Action" within their corresponding drop down menus. User can also read/edit comments in the 'MM Comments' section at this time.

7. Click 'Submit Status Change'. This applies to status changes which are NOT booking the work order.

8. A third panel populates for ONLY shipments with a ‘book’ status. This is to send a "Supplier Booking Feed" back to Cartus and update their internal system.  The Cartus system is NOT updated if the ”SP contact Name” field is empty.

Note: The result set can be exported to PDF, Word or Excel format.