Creating a New Tracer

• Enter the User ID and Password

• Place a “Z” in the blank to enter the PKMS Tracer System

• To initiate a tracer, Verbal or Written, choose option #1 (POD Inquiry)

• To find the correct order to begin the tracer process, the following information can be used:
  • Order Entry # (EX:204MV)
  • Bill to Account
  • Ship to Account

• The order entry number is the most commonly used for Customer Service

• To begin the Verbal tracer select the correct Ticket # (OE & Run). Place a V, U, W, H, or G in the blank besides the Ticket # - Press Enter

• The Tracer Creation screen will show:
  • Ticket Number
    • Invoice Number
    • Req Dept: Enter PS
    • Customer’s Address
    • Customer’s Phone Number
    • Available Tracking Numbers
    • Method of shipping
    • Ship To/Bill To

• To obtain the carton detail of each carton simply place an “X” in the _ next to the tracking number and press enter

• F13 will damage out the entire carton
• F8 to go to the next available carton
• F10 will mark the entire carton as short
• The + sign indicates there are more titles in the carton. Hit Page Down and more titles will appear

• When all of the required information is provided to the Tracer Detail screen, Press Enter
• You will then be taken back to the Tracer Creation System

• To confirm the Tracer Creation press Enter
• You will now notice a message flashing in Red “Press F16 to confirm Tracer Creation”

• Once the tracer is confirmed the next step is the Email Notification Process
• Place an “X” in the _ to choose the contact - Press Enter

• The tracer is then assigned a Tracer Number
• The example below shows the Tracer Number 81148

• The Email Notification screen allows the user to send an email to the appropriate contact in Transportation.
• The email notifies Transportation that there is a new tracer available, ready to be worked.
• Make sure to mark yourself to receive an email when initiating the tracer.
• This email will go in your Pending folder in the Pub Support Inbox.

Press F6 to add your comments to the tracer

• After adding your comments press Enter

• This will take you back to the Email Notification Screen
• You may place an “X” beside the Transportation Specialist again at this point; however, this is not required
• Do NOT mark yourself for another follow-up at this point
• Press F16

• The tracer has now been created and sent to the correct Transportation Specialist
• Complete a transaction in Upstart to log the Tracer. Be sure to include the tracer #