TMS 7.12 Transportation Profile Processing Logic

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

Transportation Profile Processing Logic

When a TMS Load is created and worked, there are several Transportation Profiles that can impact the process:

  • The Customer Account’s Transportation Profile.

  • The Bill To Account’s Transportation Profile.

  • The Stop Location Accounts’ Transportation Profiles.

  • The Global Default Transportation Profile.

  • The Carrier Account’s Transportation Profile.

The following details how these Transportation Profile (TP) records and associated routing guide information (if present) interact with the Load during it's lifecycle:

  1. Stop Creation

    1. The Stop’s Appointment Required field is copied from the Location TP.

    2. If null, the Stop’s Instructions field is copied from the Location TP.

  2. Stop Creation/Update

    1. If null, the Stop’s Shipping/Receiving Hours field is copied from the Location TP.

  3. Load Creation/Update

    1. A Transportation Profile for the Load is searched for in this order:  Customer â†’ Global. If null, the Load’s Payment Terms field is copied from the TP (if present there).

    2. If null, the Load’s Customer Bill To field is copied from the Customer TP.

    3. The Load’s Tax Exempt field is copied from the Customer TP.

    4. The Customer TP Customs Brokers records are examined for any cross-border loads, and the appropriate one assigned to the load.

    5. The Carrier TP Carrier Remit To is populated when a load is tendered to a Carrier.

  4. Load Accessorials

    1. If Default Accessorials are defined for any stop account’s Transportation Profile, they are automatically added to the load on creation.

  5. Stored-Rate Customer Quote Auto-Creation

    1. A Transportation Profile for the Load is searched for in this order:  Customer â†’ Global.

    2. Lane/Rate matches for the Load from the TP are searched for and used to construct quote(s).

    3. TP Fuel Surcharge is used to calculate the quote’s fuel surcharges, if present.

    4. TP Accessorial charges are used, if present.

  6. Carrier Quote Auto-Creation

    1. A Transportation Profile for the Load is searched for in this order:  Customer â†’ Global.  

    2. Carrier Service/Lane/Rate matches for the Load from the TP are searched for and used to construct quote(s).

    3. If a Carrier is in the Carrier Exclusion object for a given customer/global Transportation Profile, it is not considered.

    4. For Stored Rate Quotes:

      1. The Fuel Surcharge associated with the Carrier Service from the TP is applied.

  7. Customer Invoice Creation

    1. The Load’s Bill To TP is used to determine the invoice’s POD Required and Billing Method values.

  8. Load Tender

    1. A Transportation Profile for the Load is searched for in this order:  Customer â†’ Global.

    2. The TP defines which Carrier Service record is used to determine tendering method and carrier contacts.

  9. Tender Document Creation

    1. A Transportation Profile for the Load is searched for in this order:  Customer â†’ Global.

    2. The TP determines which tender documents to produce, if present.  

    3. Else, the Product Configuration global setting determines which documents to produce.

  10. Bill of Lading Creation

    1. The SCAC field from the Carrier TP is displayed on the Bill of Lading.

  11. Carrier Equipment Type and Cargo Carried

    1. Carriers can be filtered in/out of the Available Carrier list via the Carrier Equipment Type related list and the Cargo Carried picklist on the Carrier TP.