Overview
Reduce data entry for repeated loads with the Load Clone tool.
Load Clone Visualforce Page
Reoccurring loads may be cloned to reduce the amount of data entry. The load page layout contains the Clone button that displays the Load Clone Assistant Visualforce page with clone options and settings.
The information cloned to new loads includes:
Stops
Line Items
Accessorial charges
Check the Customer Quote and/or Carrier Quote boxes to include them with the cloned information.
Vendor quotes are Not cloned when the Carrier Quote box is selected when cloning Loads.
Multiple field sets allow additional fields to clone during the process. The Load Field Set TMS4 and Stop Field Set TMS6 provide load and stop fields respectively.
Add fields to Load Field Set TMS6 and Stop Field Set TMS8 to include those fields as column headers. These fields may be changed for each load clone operation. See the Field Set Summary for more information.
Enter a number of loads into the Copies field and choose the Create button.
New loads populate below the original Load record.
A successful toast message appears and the new loads appear in the list below.
The TMS supports cloning Loads that contain the same Stop location multiple times.
Edit the values for any of the new loads and then click Save.
Auto-Generate Quotes on Cloned Loads
Automatically generate Customer and Carrier quotes on cloned loads by selecting the Save & Rate checkbox.
Enter a number of copies and click the Create button.
Customer and Carrier Quotes are not included as part of the clone process when Save & Rate is checked.
Save & Rate is not available when an existing Customer or Carrier Quote is included in the clone process.
Warning:
Loads that are cloned without a Mode do not automatically generate quotes. A message on the Freight Quote Assistant displays instructing to add a Mode to the load to generate quotes.
Cloned loads are generated and listed as shown below. Customer and Carrier quotes are generated automatically for each new load.
