Training Document
LoadMaster • Order Lifecycle
Aggregate vs Cement (and Flatbed context)

LoadMaster Order Processing Overview – Aggregate vs Cement

A training-friendly guide built from an internal walkthrough. Use this document to understand what LoadMaster can show, what it cannot control, and how order lifecycle behavior changes across business lines.

Source
Teams training call transcript
“LM Training-20260121_130254-Meeting Recording”
Date / Duration
Jan 21, 2026 • ~40 minutes
Training + troubleshooting walkthrough
Primary Goal
Understand LoadMaster steps for triage and dispatch flow
Especially when a tender does not arrive in LoadMaster

1) Summary (What this guide teaches)

LoadMaster is not “one process.” The workflow depends on the order type and division: Aggregate orders behave very differently from Cement orders, and Flatbed is largely manual. Understanding those boundaries is the fastest way to route issues correctly and avoid chasing the wrong screen.

ℹ️
The most important idea Training takeaway

If the order is Aggregate, it may appear in LoadMaster already in Delivered status, with no dispatch activity required. In that scenario, there is nothing to “dispatch” in LoadMaster.

⚠️
Common confusion Avoid rework

Many “it’s not dispatching” conversations happen because someone is looking at an Aggregate order and expecting a Cement-like dispatch flow. Aggregate does not follow the Available → Progress → Delivered lifecycle that dispatchers drive in LoadMaster.

2) Roles & Responsibilities (Who owns what)

Different teams own different segments of the end-to-end flow. Use the matrix below to route questions quickly.

Area Who to Contact Why
Aggregate integration (SAP → Console → LoadMaster) Alberto Castaneda The console runs in the background, and Aggregate orders are transferred automatically. If you need “how the integration works,” route questions about the console to the owner.
Cement dispatch flow inside LoadMaster Dispatch team Cement orders are tendered from TMS and then worked by dispatchers (status changes, assignments).
TMS/Apex creation details (materials, bill/BOL creation) Dispatch team Apex/TMS specifics are best confirmed with dispatchers since they use those tools daily.
LoadMaster access requests (Order Entry visibility) Transport Support (email + CEMEX ID) Access may require sending CEMEX ID and an email request so leadership has visibility/approval.
👥
Role-based note DMS / IT Support

If your task is to support “tender didn’t come across to LoadMaster,” focus first on confirming where the failure occurred: (1) did the tender succeed upstream, and (2) did LoadMaster receive the record. This prevents spending time troubleshooting dispatch steps for an order that never arrived.

3) Systems at a Glance (What connects to what)

Keep this mental model while troubleshooting. It explains why certain data appears (or doesn’t) in certain screens.

SYSTEM 1 Source system

SAP

Primary source for certain order types (notably Aggregate). Costs/rates may be created here and later reflected in LoadMaster via integration.

SYSTEM 2 Integration

Console (background)

Transfers order data from SAP into LoadMaster. This runs “in the background,” so it’s not a manual dispatch screen.

SYSTEM 3 Operations

LoadMaster

Operational view where Cement dispatchers change status and assign resources. Aggregate is typically already Delivered and used for billing/payment steps.

🧭
Quick orientation What you can verify

If you have access to a tender status/lookup page in TMS, use it as your first checkpoint when an order “isn’t showing in LoadMaster.” Your goal is to quickly confirm whether the tender was successful, failed, or is still pending—then route the next step to the right owner.

4) LoadMaster Order Types (The rules change here)

4.1 Aggregate Orders (Automated — no dispatcher workflow)

Aggregate orders are transferred automatically through integration. These orders may transfer into LoadMaster already in Delivered status, meaning there is no dispatcher step to move them through status changes.

Warning: Don’t try to reproduce Aggregate dispatch Prevents dead ends

For Aggregate, you typically cannot demonstrate an “Available → Progress → Delivered” workflow. The workflow is automated, and the order may arrive already delivered.

💡
Detail: Rate may appear later (integration refresh) Aggregate nuance

Some Aggregate orders may initially arrive without the rate. After costs are created in SAP and refreshed, the rate can be populated in LoadMaster through integration. This is not done manually in LoadMaster.

4.2 Cement Orders (Tendered from TMS — dispatcher-driven lifecycle)

Cement orders are created in TMS and then tendered into LoadMaster. When tendered, LoadMaster creates the order and it appears in an Available-type state. The dispatcher then performs assignments and dispatch actions.

Cement lifecycle (what “normal” looks like) Training map

Cement dispatchers change status and assign the driver/tractor, creating visible history in LoadMaster.

4.3 Flatbed (Context)

Flatbed orders are typically created manually, which makes “integration” issues less likely in the same way as Aggregate/Cement tenders.

5) Cement Dispatch Lifecycle in LoadMaster (Step-by-step)

This section is written like a training guide so new analysts can follow the flow and recognize what screen/state they are seeing.

STEP 1 TMS → LoadMaster

Tender creates the order

Order is created in LoadMaster when tendered from TMS. This is the starting point in LoadMaster for Cement.

STEP 2 Available

Order appears as Available

LoadMaster shows an Available state at receipt; later actions will change status and create history.

STEP 3 Available → Progress

Dispatcher pre-assigns driver/tractor

When resources are assigned, status changes from Available to Progress.

STEP 4 Proof of Delivery

POD supports payment

POD/ticket signing and upload is used as proof of delivery for payment (common for owner-operators).

STEP 5 Progress → Delivered

Dispatcher dispatches the order

Dispatch action updates status to Delivered. This is described as a manual step performed in the dispatch screen.

STEP 6 Cleanup behavior

Order leaves Dispatch Window

Once delivered/dispatched, orders disappear from the dispatch window but remain in Order Entry permanently.

🧠
Training tip: “Where did the order go?” Common trainee question

If a dispatcher says “I can’t find it anymore,” check whether it was already dispatched: the order can disappear from the dispatch window after delivery, while remaining in Order Entry.

6) Screens You’ll Use (and what they’re for)

6.1 Navigation: Getting to Order Entry

Common menu path used during training: Dispatch → Customer Service → Order Entry.

🧩
Role-based note Access troubleshooting

If someone cannot see Order Entry, treat it as a role/permission issue. Collect the user ID and route through the normal access request process.

6.2 Dispatch Screen vs Order Entry

  • Dispatch Screen: working queue — shows orders in Available/Progress. Used to assign and dispatch.
  • Order Entry: permanent record — the order stays and retains history even after leaving dispatch queue.

7) Troubleshooting Playbook (Training-friendly)

🚨
When you hear: “TMS tender didn’t come across to LoadMaster” Start here

Training approach: confirm whether the tender was successful before assuming LoadMaster is missing it. If the tender failed upstream, LoadMaster may have nothing to display.

7.1 Quick Triage Checklist

  • Identify the order type: Aggregate vs Cement vs Flatbed.
  • If Cement: confirm the order exists (Available), then verify dispatcher assignment and dispatch actions.
  • If Aggregate: confirm whether Delivered status is expected and whether the question is actually integration-related.
  • Validate tender status: use available TMS lookup tools to check success/failure and reason.
🧯
Avoid guessing about Apex/TMS behavior Accuracy matters

If you need exact Apex/TMS steps (how orders are created, materials selected, etc.), confirm with a dispatcher to avoid misinformation.

7.2 Escalation Guidance (When you’re stuck)

  • Aggregate integration details: route to the SAP/console integration owner.
  • Cement creation/material selection in TMS/Apex: route to dispatch team.
  • LoadMaster access / Order Entry visibility: request via Transport Support email with CEMEX ID.

8) Access & Training Environment Notes

🧪
Production vs Dev (training behavior) Training note

Production orders show real-world behavior. Dev data may look different because it includes test orders and incomplete flows.

🔑
Access request pattern (what to collect) Transport Support

Collect the requester’s CEMEX ID and request email confirmation for visibility/approval before access changes are applied.

CEMEX ID Request email to Transport Support Manager visibility/approval State which screen/access is missing

9) Screenshots from Training Session

The screenshots below were captured directly from the training recording and align with the order in which Juliana explains each concept.

SCR-01 — Aggregate Order Displayed as Delivered in LoadMaster

Order Entry view showing the order already in Delivered status.

Aggregate
SCR-01 Aggregate Order Delivered

SCR-02 — Aggregate Order Context (Delivered by Design)

Highlights why Aggregate orders do not follow the dispatch lifecycle.

Context
SCR-02 Aggregate Context

SCR-03 — Aggregate Order Automation via SAP Console

Explains SAP → Console → LoadMaster automation.

Integration
SCR-03 SAP Console Automation

SCR-04 — Cement Order Shown as Available

First appearance of a Cement order before dispatcher action.

Cement
SCR-04 Cement Order Available

SCR-05 — Cement Order Delivered (History View)

Shows Delivered status with history/autolog entries.

Lifecycle
SCR-05 Cement Order Delivered

SCR-06 — Dispatch Screen (Active Orders Only)

Dispatch screen showing Available and In Progress orders.

Dispatch
SCR-06 Dispatch Screen

SCR-07 — Dispatching a Cement Order (Assign Tractor and Deliver)

Dispatcher assigns tractor and completes dispatch.

Dispatch Action
SCR-07 Dispatch Cement Order

SCR-08 — Order Tendered from TMS

Order tendered in TMS before appearing in LoadMaster.

TMS
SCR-08 TMS Order Tender

SCR-09 — TMS Tender Status Lookup (Verification Only)

Used only to verify tender success or failure.

Verification
SCR-09 TMS Tender Status Lookup

10) Appendix: Quick “If/Then” Guide (for new analysts)

🧾
If the order is Aggregate… Routing rule

Expect it may be already Delivered. If the question becomes “how the integration works,” route to the SAP/console integration owner.

🚚
If the order is Cement… Workflow rule

Look for the Available state created from tender, then confirm dispatcher assignment and dispatch actions move it forward.

🧷
If the order “is not showing in LoadMaster”… Triage rule

Validate tender status upstream before treating it as a LoadMaster issue. If the tender failed, LoadMaster may not receive anything.

On this page

1) Purpose + key takeaway 2) Roles & ResponsibilitiesWho owns what 3) Systems at a GlanceSAP / Console / LoadMaster 4) Order TypesAggregate / Cement / Flatbed 5) Cement LifecycleSteps + statuses 6) ScreensOrder Entry + Dispatch 7) TroubleshootingTender not showing 8) Access & Training NotesProd vs Dev 9) Screenshot PlaceholdersExact titles 10) AppendixIf/Then guide
🎯
How to use this guide Training tip

For onboarding: read sections 3–6 first (mental model + screens), then use section 7 as your day-to-day triage checklist.

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Callout box legend Quick reference
ℹ️ Info ⚠️ Caution ⛔ Warning ✅ Best practice 👥 Role-based note