RR-10 RR-10-06-02 — Waybill and Bill of Lading Intake
This process involves the intake of waybills and bills of lading for freight shipments, ensuring accurate documentation and compliance with regulatory requirements.
🗺 BPMN Process Flow
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📋 Process Attributes
| Process ID | RR-10-06-02 |
|---|---|
| Domain Family | COMMERCIAL |
| L1 Domain | Commercial, Pricing & Customer Service |
| L2 Process Group | Waybill and Bill of Lading Intake |
| Trigger | Receipt of a new shipment request from a customer |
| Outcome | A fully documented and compliant waybill or bill of lading is prepared and sent to the customer for approval. |
| Systems | up.com secure portal Loup Logistics ShipmentVision Umler NetControl |
| Regulatory Hooks | 49 CFR Part 1180 49 CFR Part 232 GCOR Rule 88 and related |
📋 L4 Process Steps
| Step | Name | Role | System | Input | Output | KPI | Pain Point / Risk | Decision? | Exception? |
|---|---|---|---|---|---|---|---|---|---|
| 1.1 | Customer Request Review | Account Manager / Sales Representative | up.com secure portal | Shipment request details from customer | Verified shipment request | Request verification time under 2 hours | Handling complex or unclear shipment requests | Y | N |
| 1.2 | Rate Calculation | Pricing / Yield Manager | Loup Logistics | Verified shipment request | Calculated rate and proposal | Rate calculation accuracy above 95% | Inaccurate rate calculations due to market fluctuations | N | Y |
| 1.3 | Proposal Review | Account Manager / Sales Representative | up.com secure portal | Calculated rate and proposal | Approved or revised proposal | Proposal approval time under 4 hours | Negotiating terms with high-value customers | Y | N |
| 1.4 | Waybill Preparation | Dedicated Logistics Representative (Loup) | ShipmentVision | Approved proposal | Draft waybill | Waybill preparation time under 2 hours | Data entry errors in ShipmentVision | N | Y |
| 1.5 | Regulatory Compliance Check | VP-Loup (Loup Logistics) | Umler | Draft waybill | Compliant waybill | Regulatory compliance rate above 98% | Ensuring all regulatory requirements are met | Y | N |
| 1.6 | Customer Approval | Account Manager / Sales Representative | up.com secure portal | Compliant waybill | Approved waybill | Customer approval time under 24 hours | Obtaining customer approval for complex shipments | Y | N |
| 1.7 | Waybill Finalization | Dedicated Logistics Representative (Loup) | ShipmentVision | Approved waybill | Finalized waybill | Waybill finalization time under 1 hour | Technical issues with ShipmentVision | N | Y |
| 1.8 | Billing Setup | Pricing / Yield Manager | Loup Logistics | Finalized waybill | Billing setup complete | Billing accuracy above 99% | Incorrect billing due to data entry errors | N | Y |
| 1.9 | Waybill Notification | Account Manager / Sales Representative | up.com secure portal | Billing setup complete | Customer notification of waybill and billing details | Notification time under 2 hours | Delays in customer communication | N | Y |
| 1.10 | Waybill Archiving | Dedicated Logistics Representative (Loup) | ShipmentVision | Customer notification of waybill and billing details | Archived waybill | Waybill archiving accuracy above 95% | Data loss or corruption during archiving | N | Y |
| 1.11 | Audit Review | VP-Loup (Loup Logistics) | ShipmentVision | Archived waybill | Audit report | Audit completion time under 48 hours | Ensuring all audit requirements are met | Y | N |
| 1.12 | Final Approval and Dispatch | Train Dispatcher | NetControl | Audit report | Dispatched shipment | Shipment dispatch time under 6 hours | Scheduling conflicts with other shipments | Y | N |
📊 KPIs & Risk Register
KPIs
Request verification time under 2 hours Rate calculation accuracy above 95% Proposal approval time under 4 hours Waybill preparation time under 2 hours Regulatory compliance rate above 98% Customer approval time under 24 hours Waybill finalization time under 1 hour Billing accuracy above 99% Notification time under 2 hours Waybill archiving accuracy above 95% Audit completion time under 48 hours Shipment dispatch time under 6 hours
Key Risks
Data entry errors leading to incorrect waybills Regulatory non-compliance due to oversight Customer dissatisfaction with pricing or terms Technical issues with ShipmentVision affecting data integrity Scheduling conflicts impacting shipment dispatch
Swim Lanes
Account Manager / Sales Representative · 1.1, 1.3, 1.6, 1.9 Pricing / Yield Manager · 1.2, 1.8 Dedicated Logistics Representative (Loup) · 1.4, 1.7, 1.10 VP-Loup (Loup Logistics) · 1.5, 1.11 Train Dispatcher · 1.12