The Global Default Transportation Profile is used for cascading logic when certain information in the Customer Transportation Profile is blank or not present. If the field is blank or there are no matching related records on the Customer Transportation Profile, then the logic also searches the same fields and related records in the Global Default Transportation Profile for a value or match.
TMS Admin Setting
The Global Default Transportation Profile is set with the Default Transportation Profile field in TMS Admin → Configuration under the Global Settings section.
Record Type
The Global Default Transportation Profile can be of any Record Type. However, since many of the cascading logic comes from the Customer Transportation Profile, using the Shipper/Consignee record type is recommended.
Cascading Logic Fields and Records
If these fields are blank or there are no matching related records on the Customer Transportation Profile, then the logic cascades to the Global Default Transportation Profile:
Note: If the Payment Terms field is blank on both the Customer and Global Default Transportation Profile when creating a Load, the logic cascades to the Product Configuration value in TMS Admin → Configuration. If the Shipper value is selected, the Payment Terms field on the Load is set to Prepaid. Otherwise, the Payment Terms field is set to Third Party.
Note: If the Tender Documents field is blank on both the Customer and Global Default Transportation Profile when tendering a Load, the logic cascades to the Product Configuration value in TMS Admin → Configuration. If the Shipper value is selected, the Bill of Lading document is tendered. Otherwise, the Carrier Rate and Load Confirmation document is tendered.
*If either the Rating Source and Auto-Apply Accessorial Rating Source fields are set to Customer + Global Rates, then the Global Default Transportation Profile searches for matching rates along with the Customer Transportation Profile.
The Customer Rates Only value only searches for matching rates in the Customer Transportation Profile.
**The Customer Transportation Profile inherits any other Carrier Exclusion records from the Global Default Transportation Profile, even if it doesn’t show in the customer’s Carrier Exclusions related list.