TMS 7.12 Load Detail Financial Information Fields

  • Published on Oct 29, 2024
  • 1 minute(s) read
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Overview

Load Detail Financial Information Fields

There are 16 important revenue- and cost-related fields on the Load object:

  1. The Customer Quote Total is taken from the accepted customer quote, if any.  

  2. The Customer Quote Transportation Total is taken from the accepted customer quote, if any.  

  3. The Customer Quote Tax Amount is taken from the accepted customer quote, if any.

  4. The Customer Invoice Total is the sum of all customer invoices.  

  5. The Customer Invoice Transportation Total is from all customer invoices.  

  6. The Customer Invoice Tax Amount is from all customer invoices.  

  7. The Customer Payment Total is the sum of all customer payments.  

  8. The Carrier Quote Total is taken from the accepted carrier quote, if any.  

  9. The Vendor Invoice Total is the sum of all carrier/vendor invoices.  

  10. The Vendor Payment Total is the sum of all carrier/vendor payments.

  11. The Margin (Quoted) is (2) - (8).

  12. The Margin % (Quoted) is [(2) - (8)] / (2)

  13. The Margin (Invoiced) is (5) - (9).

  14. The Margin % (Invoiced) is [(5) - (9)] / (5)

  15. The Margin (Paid) is (7) - (6) - (10).

  16. The Margin % (Paid) is [(7) - (6) - (10)] / (7).