Carrier Tender Accept/Decline
If the Load Field Set TMS30 has no fields added, a Carrier accepting or declining an email tender is directed to the simple version of the Tender Accept/Decline page. No additional input is required from the Carrier and the Load is accepted or declined based on the link that was clicked.
If the Load Field Set TMS30 has fields added, the Carrier is directed to the detailed version of the Tender Accept/Decline page from clicking either the accept or decline link. Additional information and/or input fields are available to the Carrier and the Carrier can accept or decline the tender on this page.
Email Loop Community components are designed to only display information when they detect a user or customer moving their mouse. This security feature prevents bots from accessing Email Loop community components.
The detailed Tender Accept/Decline page can be customized with the following features.
Load field set TMS30 is the output fields displayed in the four-column section on the left.
Load field set TMS31 is the output fields displayed in the one-column section on the left.
Load field set TMS32 is the load input fields displayed on the right.
Custom Mode-specific field sets may be used (e.g. TMS30 Truckload).
The Carrier Load Tender Instructions field on the Document Options object are the instructions displayed at the top right.
The Carrier Load Tender Footer field on the Document Options object is the footer displayed at the bottom right.
The Request Tender Decline Reason field on the Document Options object controls if the “Decline” button can be clicked. If checked, an additional pop-up modal opens a text field to provide an explanation for why the Carrier is declining the tender.
The Load Tender Page Settings field on the Carrier Service object provides the ability to set the following.
Email Signature: The Carrier Quote Tender Accepted By and Tender Accepted By Email fields are displayed and required prior to Tendering the Load.
Carrier Details: the input fields from TMS32 are visible.
The site guest user requires additional permissions to utilize features on the Detailed Tender Accept/Decline page.
Load input fields: Create rights on the Load object and Edit rights to all fields in field set TMS32.
Accepted by fields: Create rights on the Carrier Quote object and Edit rights to the Carrier Quote Tender Accepted By and Tender Accepted By Email fields.
Decline fields: Create rights on the Carrier Quote object and Edit rights to the Carrier Quote Tender Declined Reason and Tender Declined Comments fields.
Troubleshooting
A Carrier clicks on Accept/Decline links, an error is presented rather than the Carrier Guest page:
Error - Carrier Tender INVALID_FIELD: rtms_Load__r.SystemModstamp, rtms_Carrier_Service__r.rtms_Carrier_r.Name^ERROR at row 1:
This error message is permissions-related. The Email Guest User is missing the TMS Carrier Email Loop Permission Set and Read Access for the Account object.
The Carrier Guest Site user may need access to the following Apex Classes:
rtms.CarrierLoadListController
rtms.CarrierQuote
rtms.CarrierQuoteController
rtms.CarrierSettlementController
rtms.CarrierTenderAcceptDeclineController
rtms.LightningUtilController
rtms.StopStatusController
rtms.Constants
The corresponding Permission Set is required in the Members section of the site.
