The TMS supports customs brokers for cross-border loads. Customs Brokers records are created from the related list on the Customer Transportation Profile.
Create these customs brokers on the Customer Transportation Profile in the Customs Brokers related list.
Create a Customs Broker Record
Select the New button to open the New Customs Broker modal.
Note: Check the Default checkbox to auto-assign the Account field from the Customs Broker record to a new Load’s Customs Broker field. A new Load that matches the Origin and Destination Country fields of the customer’s Customs Broker record auto-populates the Customs Broker field on the Load.
While the Account field can be of any TMS Type, using an Account with a TMS Type of Customs Broker is recommended.
Customs Broker Accounts
Accounts can have a TMS Type of Customs Broker that contains relevant information such as a Shipping Address, a related Contact, and a Broker Filer Code.
Cross-Border Loads
The following fields on a Load contain some cross-border information:
Field Name | Data Type |
|---|---|
Entry Number | Text(50) |
Clearance Number | Text(50) |
Customs Broker | Lookup(Account) |
The information from the Customs Broker record, the Account’s Contact, and the Load comes together on the Carrier Rate and Load Confirmation and Driver Load Confirmation documents.
For more information about cross-border loads, see the Border Connect article.