Customer Transportation Profile

Some information in the Customer Transportation Profile defaults into newly created Loads.

Refresh Credit

The Refresh Credit button recalculates the A/R balances and credit limit available for this customer. This calculation overrides the sharing settings for the Load object to provide accurate results.

See the Customer Credit Limit Management article for more information about credit limits.

Internal Cargo Insurance Fields

The Internal Cargo Insurance Option and Internal Cargo Insurance Mode fields in the Customer Transportation Profile control the automation for adding cargo insurance to a Load.

When the Internal Cargo Insurance Option field has a value (Opt In or Opt Out), the Internal Cargo Insurance Mode field becomes required. Select the modes from the multi-select picklist to determine which modes of transportation the automation applies to.

If only one of these fields has a value but not the other, validation prevents the selection from saving. Either add values to both fields or neither.

Either both or neither fields must have a value to pass the validation for Internal Cargo Insurance.

The two values for the Internal Cargo Insurance Option field have different automation processes:

Opt In: A price for cargo insurance is automatically provided but not automatically authorized. To add the cargo insurance, authorize the policy on the Insurance LWC.
Opt Out: Cargo insurance is automatically added to the Load and applied to the Customer Quote as an Accessorial.

See the Insurance LWC and Falvey Insurance articles for more information.

Automatic Carrier Tracking Fields

This field in the Customer Transportation Profile enables automatic load tracking if the Load has the Automatic Carrier Tracking field set to Enabled.

The values this field can have are the following:

Global
Enabled
Disabled

When this field is set to Global, the logic cascades to the Global Default Transportation Profile.

If it is set to Enabled, automatic load tracking is enabled if the Load’s Automatic Carrier Tracking field is also set to Enabled. If the field is set to Disabled, then tracking will always need to be manually started on Loads for this customer.

When the field is set to either Enabled or Disabled, the following fields appear in the Customer Transportation Profile:

Automatic Tracking Start Trigger
Automatic Carrier Tracking Enabled Modes
Tracking Provider
Tracking Duration
Tracking Update Interval

The following table describes each of the previous fields and their descriptions.

Field Name	Data Type	Description
Automatic Tracking Start Trigger	Picklist	The number of hours before the Pickup Appointment time is needed to start the tracking request.
Automatic Carrier Tracking Enabled Modes	Picklist (Multi-Select)	Establishes the Modes that are eligible for automatic carrier tracking for this customer.
Tracking Provider	Picklist	The tracking provider used for automatic tracking and the default for all non-LTL loads.
Tracking Duration	Picklist	Only applicable to tracking sessions with MacroPoint. This amount of time the tracking session remains active.
Tracking Update Interval	Picklist	Only applicable to track sessions with MacroPoint. The frequency at which tracking updates are sent to the TMS.

See the Carrier Banner article for more information about automatic load tracking.

Related Lists

The Customer Transportation Profile contains related lists for Default Accessorials, Customer Reference Numbers, Carrier Exclusions, and Customs Brokers.

Select the New button on the related list to create a new record of that type.

The Docks related list is strictly informational for Trip Planning in Fleet Management.

The Lane Preferences related list includes the Lane Preference for the Transportation Profile. See the Lane Preferences article for more information about creating new records.

Rate Entries

The Customer Transportation Profile has two related lists regarding rate entries: Customer Rate Entries and Carrier Rate Entries.

Select the New button on the related list to create a new record of that type.

Selecting the New button on these related lists will take you to the Rate Entry Detail LWC.

Suppose a Rate Entry record has the Transportation Profile field set to the Customer Transportation Profile and the Category field is set to Customer. In that case, the rate entry will appear in the Customer Rate Entries related list for the Customer Transportation Profile. The same logic works for the Carrier Rate Entries related list if the Category field is set to Carrier.

Field: Carrier Markup Group

You can assign a Carrier Markup Group to the Customer Transportation Profile to support cost-plus customer quotes.

If the Carrier Markup Group field is blank on the Customer Transportation Profile, the logic cascades to the Global Default Transportation Profile to search that Carrier Markup Group field.

Customer Portal Functions

The Customer Transportation Profile also contains settings for configuring Customer Portal functions.

Customer Community Settings Fields

You can add an image to the Rich Text Editor in the Company Logo field. See the Salesforce Rich Text Editor documentation for more information. The company logo in the Transportation Profile is used in the Customer Shipment Tracking LWC.

The Cargo Insurance Option is a picklist field that determines how cargo insurance operates in the Customer Portal. The following are values that the field can have:

Hide: The Show Cargo Insurance Options field is not visible to the customer in the Customer Portal.
Opt In: The Show Cargo Insurance Options field is checked by default for all quotes in the Customer Portal.
Opt Out: The Show Cargo Insurance Options field is unchecked.

Note: When using insurance automation, set the Cargo Insurance Option field appropriately. If the Cargo Insurance Option field is hidden in the Customer Portal, users are not able to select a value. See the Falvey Insurance and Insurance LWC articles for more information.

Enter the number of minutes into the LTL Quote Refresh field to control how long a quote is available in the Customer Portal before a user must refresh the quotes.

The Portal Quote HU Count Threshold field prevents the user from viewing quotes when the HU Count is greater than the value in this field.

Prevent a user from viewing quotes when the requested weight exceeds the Portal Quote Weight Threshold in the selected Weight Units.

Filter the available Carrier Quotes displayed to the user with the Portal Quote Direct/Interline Filter field.

Select the appropriate Direct/Interline values to filter out the Carrier Quotes that return and match the selected values. Quotes that match the value are not displayed to the Customer Portal user. Choose from the following values:

Direct
Interline
Partner
Unspecified

See specific integration information for handling Carrier Quote Direct/Interline values:

Load Entry References Related List

The Load Entry References related list allows Customer Portal users to populate load references on the Load Tender page of the Quote Wizard. See the Load Entry References article for more details.

Select the New button on the related list to create a new Load Entry Reference record.