Overview
Carrier Pickup Cutoff Time Notifications
Configuring this functionality requires the following steps:
Add the following fields to the Carrier Service page layout and set the appropriate time for each field:
Same-Day Tender Cutoff Time: when this time has passed based on the time zone of the pickup stop for a given Carrier quote, the appropriate tender disabled notification will display.
Pickup Cutoff Time: informational field only. Not used in the business logic of the TMS.
When a Carrier quote is created for that Carrier Service these two fields are copied into the Carrier quote record. The TMS then checks these values in the Carrier quote to display the appropriate notifications.
Add these two fields to the Carrier Quote page layout. This allows the user to change the times as needed for a Customer Portal user to be able to tender a load that has been covered.
Add the following fields to the Mode page layout and configure the messages that are displayed to the user when the past date, same day, and tender disabled message is to be displayed:
If the client is not using the Fleet module, go into the Configuration page in the TMS Admin tab and make sure the Fleet Management Enabled checkbox is unchecked:
Run the FleetManagementJob from the Job Monitor LWC:
The Fleet Management Job will set the Time zone field of all shipping locations on the Account object. The time zone of the shipping location is needed to calculate if the cutoff time has passed in order to display the appropriate Tender message on the load.
Examples:Customer Portal – Same Day notification using the default message (e.g. no custom message in the “Cust Portal Same Day Pickup Msg” field of the Mode record):
Customer Portal – Tender Disabled notification using the default message (e.g. no custom message in the "Cust Portal Same Day Tender Disabled Msg" field of the Mode record) and the Tender button is disabled:
Internal user - Same Day notification using the default message (e.g. no custom message in the “Same Day Pickup Message” field of the Mode record):
The notification also appears on the Carrier Quote list:
Internal user – Tender disabled notification using the default message (e.g. no custom message in the “Same-Day Tender Disabled Message” field of the Mode record):
Note that the Tender and Assign buttons are disabled since the cutoff time on the Carrier quote has passed.The Carrier Quote LWC list displays the Same-Day notification message if no carrier quote is selected. When a Carrier quote is selected, either the Same-Day or the Tender disabled notification is displayed:
Note that the Tender and Assign buttons are disabled for the selected quote.
Past Date Notifications
Past Date Notifications display for loads with Carrier quotes configured with Same Day Notifications. To enable Past Date Notifications for all loads, check the “Display Load Past Date Notification” global preference in the Configuration page.