USO05758329A ‘
United States Patent [191
[ll]
Patent Number:
Wojcik et al.
[45]
Date of Patent:
[54] SYSTEM FOR MANAGING CUSTOMER
ORDERS AND METHOD OF
IMPLEMENTATION
5,758,329
May 26, 1998
[51]
Int. c1.6 .................................................... .. G06F 17/60
[52]
[58]
us. Cl. .............................................. .. 705/28
Field of Search ................................... .. 395/209. 208.
395/229. 228: 364/441. 444.1. 444.2. 446.
478.05. 478.07: 705/28. 29. 8. 9
[75] Inventors: Casimir M. Wojcik. Tampa; Paul A.
Pretto. Clear-Water; Jim Courier. Dade
City; Bob Morrow. Plant City". Joseph
R. Wehry, Jr.. Riverview; Paul
Kuczynski. Tampa; Matt F. Edwards.
Dade City; Mark A. Schnieder. Land
O’Lakes; Thomas W. Loftus. Plant
City; Brian Schnieders. Temple
Terrace: Thomas C. Bernardi. Odessa;
Primary Examiner—DonaId E. McElheny. Ir.
Atmme); Agent, or Finn—Dale Curtis Hogue. Sr.
Craig Raymond Pellerin. Tampa; Ron
[57]
D. Bushaw. Plant City; Michael Louis
References Cited
[56]
U.S. PATENT DOCUMENTS
5.265.006
11/1993 Asthana et a1. ....................... .. 395/208
ABSTRACT
Schehell. Lutz; Bill D. Hartley. Spring
The system of this invention manages.customer orders using
Hill; Sheila Cappel. Lutz; Kimberly
Weisgarber. Webster; Henry Lee
basis to touch the data in each system on a real time basis.
Vogler. Brandon; Louis Duane
Ferguson. Zephyrhills. all of Fla.
In e?eet. there is horizontal communication between the
various components of the system such as inventory.
vendor supplied software systems interfaced on a real-time
purchasing. order management and receipt. logistics and
[73] Assignee: Lykes Bros, Inc.. Tampa. Fla.
inventory to have continual data ?ow without using a
vertical software interface. As a result. customer orders are
received on a real-time basis using screens that are user
[21] Appl. No; 474,970
Jun. 7, 1995
[22] Filed:
friendly to promptly take orders. and to verify customer data
and verify the ability to meet those orders. Transmission of
documents within the system is minimized thereby making
Related US. Application Data
[63]
it more e?icient. timely and cost e?icient.
Continuation of Ser. No. 111,242, Aug. 24, 1993, aban
doned.
18
MARCAM
cm
20
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LOCATION 1
28
19 Claims, 42 Drawing Sheets
/
LOCATION 2
SOFTWARE 2000
A/R m0 G/L '
22
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DRP
LOCATION a
NARCAM cou
CENTRAL ORDER
20
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PLATFORM
PERSONN. COMPUTER
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SCRIPT
BUSINESS EVENT A
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BUSINESS WENT B
d.
SCRIPT
BUSINESS EVENT C
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SCRIPT
BUSINESS EVENT Z
U.S. Patent
May 26, 1998
Sheet 1 0f 42
5,758,329
ORDER PROCESSING
AS/400
CREDIT
m MCE
<-—-
LEGACY A P
FUNCTION)
DRDER REKEYED
T/L PRICING
DATA
PRDDuCT CHARGE/COST
ORDER
PRICINC
.
L. . CHECK CREDIT
AND
PROMOTIONS
CusToNER
GELCO DRAFT
PRDEITABILITY
""—_SYS
(SALES ANALYSIS
T L JUICE
_L__._
MANUAL REPORTING) ORDER REKEYED
T/L PRICINC
CUSTOMER mom
MAINFRAME
I
DATA
ORDER PROCESSlNG
DRDER DATA/sTATDs CHANGE
ORDERS
DOWNLOADED To'
FINISHED 0000s
LOGISTICS
PICKED/SHPPED
'
5'“ 0‘ LAD'NG
PRODUCED
LOGISTICS
INVENTORY
SHIPMENT DATA (SH‘PHNC/
MANAGEMENT
ORDER CLOSURE
AND INCLUDED
EHEMLEENRACY
BILLING)
—_—.
LDADED
BILL or LADING
INV- 005T
PRDDuCT
PRODUCED
‘F515
AND INCLUDED
-———
2"";
HI MLEQICY
EN
PRODUCT
COSTS
COST
FUNCTION
(MANUAL)
TRACS
ORDER
CONSOLIDATION
LOG'ST'CS
(PC)
ENTRY
A/P VOUCHER
<——-—
ENTERED
FREIGHT INvDICE (PREPAID)
CusT A/R DDLICATIDNs
ENTRY
SALES JOURNAL
A/P VOUCHER
ENTERED
-----——-|-
INTD LEGACY
SALES
RECEIVABLE
<——ENTERED INTO
G/L
CASH APP.
ACCOUNTS
JOURNAL ENTRIES
FSD
RECENABLE —————- GENERAL
2000
LEDGER
sALEs
RECEIvABLE
—-——>
ENTERED INTO
G/L
2000
CusToIAER
CUSTOMER
<—-—-—
INvDICE
INvDICEs
PRODUCED
PRDDDCED
FIG.1
US. Patent
May 26, 1998
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U.S. Patent
May 26, 1998
Sheet 7 of 42
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May 26, 1998
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US. Patent
May 26, 1998
Sheet 10 0f 42
5,758,329
MAINFRAME
EXISTING ORDER SYSTEM
"1 ORDER l———|cusmE]:
AS 400
150
28 2
R
v
i
52000
ITL — SMS/400
AP
PENDING
‘ACTUAL FREIGHT RAnNc AND CARRIER SELECTION .UL DIREC'TS
. SHIPMENT TENDERING
QTRUCKLOADS
FREIGHT ‘SHIPPING DOCUMENTS (BOL)
M83?“ ‘SHIPMENT MAINTENANCE & INQUIRY
‘SHIPMENT HISTORY DATABASE
‘EDI
‘LOAD CONFIRMATION
RATES
CUSTOMERS
v
i
LTL SHIPMENTS F
v
WSDC — TRACS
- CONSOLIDATE LTL ORDERS INTO MULTl-STOP
TL‘S
' SHIPMENT AND LOAD REPORTS
FIG.8
152
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US. Patent
May 26, 1998
Sheet 13 0f 42
5,758,329
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U.S. Patent
May 26, 1998
Sheet 14 of 42
5,758,329
ORDER
30?’ DELIVERY
PLANNING
N
302
SORT
306 2
SCHEDULE
LOAD
APPOINT.
LOAD
TRUCK
TRUCKLOAD‘?
T0 CARRlER
SELECT'ON
N0
TO ORDER
cousouomou
FIG. 1 2
-~ ----- --
CARRIER
US. Patent
Sheet 15 of 42
May 26, 1998
5,758,329
310
T
PICK FURTHEST
AWAY AND LATEST
i; 312
ORDER CONSOLIDATION
YES
PICK NEXT
CLOSEST
314
DELIVERY
WINDOW‘?
YES
31 6
CUSTOMER SHIP-TO
SAME?
338
DESTINATION
340
AREA?
T0 LTL
CARRIER A55|GN_
CONSOLIDATE
T0 CARRIER
SELECTION
328
/
TO CARRIER
SELECTION
US. Patent
May 26, 1998
Sheet 16 0f 42
5,758,329
354
ECONOMIC
TRUCKLOAD
LESS THAN
TRUCKLOAD
CANCELLATION
358?
CONFIRM
APPOINTMENT
CARRlER
ASSIGNMENT
360?
CARRIER
MONITORING
PROCESS
350\
3522
CARRIER “5T
L——" J
.8
.0
FIG.14
NOTIFY
CARRIER
N0
YES
US. Patent
May 26, 199s~
Sheet 18 0f 42
5,758,329
386
PHONE CALL FROM
CARRIER/CUSTOMER
388
FREIGHT CLAIM /’
MANAGEMENT
+
400
/
390
GENERATE
ASSIGN SEQUENTIAL
CREDIT/DEB"
INCIDENT NUMBER
NEW FOR
REPORTED osao
412
410
NOTIFY ORDER MANAGEMENT
CASEWORKER
SHORTAGE/DMGE
0F REPORTED
/
+
SHORTAGE/DAMAGE IS
GREATER THAN "x"
CASEWORKER WORKS
WITH WAREHOUSE To
RESOLVE INVENTORY
DISCREPANCIES
T0 NEXT PAGE
a. To NExT PAGE 2414
FIG.16