Email:

  • You will receive two emails regarding the AMI load sheet.
    • The first email will have the subject of: Load Sheet of MM/DD/YYYY Trailer CCCC
      • This email will contain a word doc that will need to be saved as a pdf.
      • Within the document, you will find the following information:
        • Load Date
        • Load # 
        • Trailer #
      • Download the document and then save it as a PDF with the following format:
        • TRAILER#_LOADDATE(YYYYMMDD)_LOAD#
        • On the above example the file would be named: bt264_20260430_1
      • Save the PDF in the following folder: S:\Production\productionscans\Scanned Load Sheets
    • The second email will have a subject of: Advance Shipment Notice(s)
      • It will have an xml file attached that will be used to import into Leads. Save this where it will be accessible in your Leads system.


Importing into Leads:

  • In Leads, search for: Import AMI Load Data
    • Browse for the XML that you saved
    • Ensure that the following are appropriately set:
      • Region
      • Load Date
      • Load #
      • Trailer #
    • Once all is properly defined, click on Import.
  • Validate that the import is completed by going into: Loads / Trailers
    • Your recent import should be at the top of the list.
    • Click on the Load Sheet to make sure the pdf was successfully tied.