Overview
Transportation Profile Auto-Creation
Transportation Profile records are automatically created and associated with an account whenever an account is inserted or updated under the following circumstances:
There is no existing Transportation Profile populated on the account record.
The TMS Type field is populated with any value other than Factoring Company or Customs Broker.
This auto-creation occurs during the following TMS activities:
Manual creation of an account from the New account button.
Creation of a load with new Customer, Shipper, or Consignee accounts.
Creation of a load on the Customer Portal with new Shipper or Consignee accounts.
Creation of an account during the entry of an online carrier application.
The TMS Type for Sharing field duplicates the TMS Type field value but is accessible as a criterion for Account Sharing Rules. It should not display on the Account page layout.