Overview
Load Financial Summary
The Load Financial Summary Lightning Web Component is found on several load page layouts. The LWC shows the Customer, Carrier, Vendor, and Margin quoted, invoiced, and paid amounts.
Customer quotes must be in an Accepted status to display in the quoted rows of the Load Financial Summary.
A picklist determines the financial information displayed in the component. Options include Carrier Only and All Quotes. The default setting is Carrier Only.
For multi-currency orgs, the Currency picklist allows for viewing Load financial information in the preferred currency.
As Load financial information is updated, the Refresh button may be used to confirm field values include the latest Load updates.
The Margin column fields are colored based on positive or negative values. Positive margins where the customer field values are greater than the Carrier and Vendor field values are green. Negative margins where the customer field values are less than the Carrier and Vendor field values are red.
Note the latest date and time the Load Financial Summary update in the bottom-right corner.
Carrier Only
Selecting Carrier Only displays the Customer, Carrier Only, and Margin columns. The LWC shows the Quoted, Invoiced, and Paid financial information in rows. The Carrier Invoice Total is the total invoiced from a Carrier-only quote (no Vendor quotes included). The margin fields are calculated between the quotes, invoices, and payments from the Customer and the Carrier assigned to the Load.
Field and Value Calculations
Customer | Carrier Only | Margin | |
|---|---|---|---|
Quoted | Load Customer Quote Transportation Total | Carrier Quote Total + Freight Plan Allocation | Quoted Margin $ (Carrier Only) / Quoted Margin % (Carrier Only) |
Invoiced | Load Customer Invoice Transportation Total | Carrier Invoice Total + Freight Plan Allocation | Invoiced Margin $ (Carrier Only) / Invoiced Margin % (Carrier Only) |
Paid | Lesser value of: | Carrier Payment Total | Paid Margin $ (Carrier Only) / Paid Margin % (Carrier Only) |
Quoted Margin Calculation:
Quoted Margin $ (Carrier Only) =
Quoted Margin % (Carrier Only) =
Invoiced Margin Calculation:
Invoiced Margin $ (Carrier Only) =
Invoiced Margin % (Carrier Only) =
Paid Margin Calculation:
Paid Margin $ (Carrier Only) =
OR
Paid Margin % (Carrier Only) =
OR
All Quotes
Selecting All Quotes displays the Customer columns as before. The Carrier column is replaced with Total Cost and displays all accepted Carrier and Vendor quote amounts. The Margin column shows the difference between Customer and Total Cost columns. The quotes, invoices, and payments from the customer are subtracted from the Accepted Carrier and Vendor quotes, Vendor invoices, and Vendor payments. The margin between the quotes, invoices, and payments from the customer and all Accepted Carrier and/or Vendors on the Load.
The Vendor Invoice Total is the total of non-Carrier Vendor invoices.
Field and Value Calculations
Customer | All Quotes | Margin | |
|---|---|---|---|
Quoted | Load Customer Quote Transportation Total | Vendor Quote Total + Freight Plan Allocation | Quoted Margin $ / Quoted Margin % |
Invoiced | Load Customer Invoice Transportation Total | Vendor Invoice Total + Freight Plan Allocation | Invoiced Margin $ / Invoiced Margin % |
Paid | Lesser value of: | Vendor Payment Total | Paid Margin $ / Paid Margin % |
Quoted Margin Calculation:
Quoted Margin $ =
Quoted Margin % =
Invoiced Margin Calculation:
Invoiced Margin $ =
Invoiced Margin % =
Paid Margin Calculation:
Paid Margin $ =
OR
Paid Margin % =
OR