Metso : TSR Understanding

Modified on Thu, 27 Feb at 2:26 AM

Understanding TSR

Every time a Buyer needs a vehicle to transport the equipments, he creates a TSR (Transport Service Request) against the LSP (Logistic Service Provider) for whom the WO is already created.

BUYER Page:

There are 2 ways to create a TSR-

From Work Order List tab
From TSR Management tab

From Work Order list tab:

Step 1. Click on Work order list

Step 2. Click the check box of the Work order for which you want to create the TSR, then click on Create TSR button

Step 3. After clicking on create TSR button, TSR creation page gets opened as below:

1.Where some of the fields are auto populated from the Work order itself, these fields are in grey color & are in disabled form, so that user cannot change them.

2. The fields which are empty needs to be filled by the buyer before creating the TSR. The fields that have asterisk or red color star are the mandatory fields.

3. Emails will get triggered to LSP if the send email check box is clicked.

4. Buyer can add attachments which he wants to send to the LSP under Attachments

5. After filling all the fields buyer has to click on Submit button.

6. As soon as the user clicks on Submit button, a TSR gets created as below & user gets TSR saved successfully popup on the screen.

7. A unique TSR number is generated.

8. ”Acknowledgement Pending” status will be displayed until the LSP acknowledges the TSR.

9. User can take 5 actions like-

Edit - To edit the already created TSR View - To just see the already created TSR

Delete - To delete the already created TSR (This can be done only before the LSP acknowledges the TSR, once the LSP acknowledges, Delete button gets disabled)

Hold - To put on hold the already created TSR

Cancel - To cancel the already created TSR (This can be done after the LSP acknowledges the TSR, once the LSP acknowledges, Cancel button gets enabled)

VENDOR / LSP Page:

As soon as the TSR is created by the Buyer, vendor gets an email as below with all the important details about the TSR in the email itself -

Step 1. Check the TSR details created by Buyer

For vendor all the fields are disabled, vendor cannot change any field in TSR that are filled by the buyer

Step 2. Acknowledging the TSR by the Vendor

Here the vendor is PRAHLAD CHAUBEY

As soon as the vendor receives the TSR, vendor has to acknowledge it by clicking on Edit button.

1. Edit - Vendor can acknowledge the TSR

2. View - Vendor can only view the TSR

On clicking the Edit button, the above page gets opened, where the vendor can check all the TSR details filled by Buyer by clicking on the ‘Create TSR’ , then he can move to ‘Acknowledgment Pending’ tab, where he ll have 4 options available -

Previous - This takes the vendor to Create TSR page, where he can check all the details related to the requested TSR

Accept - When the vendor is arranging the vehicle, he should click on Accept

Decline - When the vendor cannot arrange the vehicle, he should click on Decline, vendor has to mention the reason for the decline under ‘Comments by Transporter’

Cancel - This takes the vendor to TSR list page

As soon as vendor clicks on Accept, TSR status gets changed to ‘Transporter Acknowledged’ as below in both vendor screen as well as buyer screen

Vendor Screen:

Buyer Screen:

Step 3. Vehicle Confirmation by the Vendor

The vendor has to fill all the details, the fields that are marked with red asterisk are mandatory fields, these fields cannot be kept blank. After filling all the fields, Vendor has to click on Submit button

As soon as the TSR is submitted, TSR status gets changed to ‘Vehicle Confirmed’ both at the Vendor screen & at the Buyer screen

Step 4. Vehicle Reported by the Vendor

Here again vendor will fill all the details & click on Submit button

As soon as the submit button is clicked, the TSR status gets changed to ‘Vehicle Reported’ both at vendor screen & at the buyer screen

Step 5. Vehicle Placed by the Buyer

This information needs to be filled by Buyer himself, for vendor this fields are disabled. Vendors can skip this step & move to next step

Step 6. Vehicle In-Transit by the Vendor

Vendor has to fill all the details & the has to click on submit button

During the In-Transit stage, if vendor wants to keep updating the status of vehicle, he can do that by clicking on ‘Add Daily Status’ button as shown below

Step 7. Vehicle Delivered by the Vendor

Vendor has to fill all the details, if there is any delay then vendor has to mention that too, though it is not a mandatory field

Step 8. Invoice Submitted by Vendor

Vendor has to submit the Invoice as a attachment, Invoice attachment is mandatory

Invoice submission is the last step, the TSR cycle ends here

Based upon the kind the timelines adhered by the vendor, vendor performance gets updated under the following fields- Timely Placement Performance, Delivery Performance, Cut off Delivery Date, Overall Delivery Performance

In TSR cycle except step 1 & step 5 , rest all steps needs to be submitted by the vendors

For a single Work Order any number of TSRs can be created till the rate validity given by the vendor is valid

During the TSR cycle, a vendor can edit only the previous stage & not beyond that.

Example: If the vendor is on Step 4 Vehicle Reported , he can edit only Step 3 Vehicle Confirmed, but not Step 2, as Step 2 would get freeze

So far we have seen one way of creating a TSR and that is from Work order list page, but there is also a dedicated tab as TSR, which too works in the same way as above.

From TSR Management Tab:

If the buyer is not sure of which Work Order he needs to pick to create the TSR, he can simply create the TSR from the TSR tab as below

Buyer can click on TSR Management, then click on ‘Select WO Items’ button

Then select the ‘Type’ as below

Then select the ‘Vendor’ as below

Then select the ‘Category’ as below

Then select the ‘Format’ as below

Then click on ‘Show WO list’ , all the WO for selected fields will be shown as below

When the buyer selects the check box, create TSR button gets enabled, by clicking on that button buyer can create the TSR, which we already covered above under TSR creation from the WO list page section