Create a New Shipper Split
How do I create a new Shipper Split?
1. Change month using calendar drop down menu
2. Click "Form As & Splits" located under the "COTS" section to the left side of the screen
3. Click on the "New" button at the top of the screen, then choose "Shipper Split" from the drop down menu
4. Choose the "Delivery Date", enter the "Final Actual Volume", choose the "Product Type" and then click the "OK" button
5. The "Pending" Shipper Split will open automatically to the "Delivery Details" tab. Then select "Show more values" to open the From and To Facility search window
6. Within the search window, type in the "From Facility" or "To Facility" code or name to search
7. Highlight the correct code, click "Accept" button located to the bottom of the screen
8. Review the "Contact Details" tab located to the left side of the screen
9. Click on the "Actual Volumes" tab, then click the "Shipper" button
10. Select the desired "Shipper" from the menu, add an "Actual Volume Split". T
11. Then click the "Save" button located to the top left of the screen. You can keep adding different shippers by continuing to click the "Shipper" button
Note: Shipper Split volumes must equal the Final Actual Volume
Create Shipper Split Off Accepted Form A
How do I create a Split using an Accepted Form A?
1. Change month using calendar drop down menu
2. Click "Form As & Splits" located under the "COTS" section to the left side of the screen
3. Right click on "Accepted" Form A, and choose "Enter Final Actual Volume"
4. Enter the Final Actual Volume, and a comment if you desire. Then click the "Enter Final Actual Volume" button
5. Double click on the "Pending" Split, and click on the "Actual Volumes" tab, then click the "Shipper" button
6. Select the desired "Shipper" from the menu, add an "Actual Volume Split".
7. Then click the "Save" button located to the top left of the screen. You can keep adding different shippers by continuing to click the "Shipper" button
Submit a Single Shipper Split
How do I submit my Split?
1. If doing it from within the form, click the "Submit" button
2. If doing it from the grid, check the check mark box beside the form, then click the "Submit" button located under the search bar
3. Enter an optional comment and click "Submit" to confirm the action
Submit Multiple Shipper Splits
How do I submit multiple Splits at one time?
1. Check the check mark boxes beside the splits in "Pending" form
2. Click the "Submit" button located under the search bar
3. Enter an optional comment and click "Submit" to confirm the action