Overview
Carrier Engagement Automation
Carrier Engagement Automation provides the ability for the TMS to auto-engage Carriers based on dedicated Carrier options on lanes (auto-tender via stored rates). The Carrier Engagement Automation batch process initiates based on the following configuration.
Carrier Rate Entry.
Auto-Tender checkbox Checked on the Rate Entry.
Customer or Global Transportation Profile.
Carrier Engagement Automation to include Auto-Tender.
Sets the Customer’s Carrier Engagement Automation field on the Load record.
Loads are processed by the Carrier Engagement Automation process when the following conditions are met.
The Load Status is set to Unassigned, Quotes Requested, Quotes Received, or Tendered.
Carrier Engagement Automation includes Auto-Tender.
One of the following two conditions:
The Sales Status is set to Won, Carrier Load is set to True, and In Freight Plan is set to False; OR
The Carrier Load is set to True and In Freight Plan is set to True.
The cascade/sorting for the automatic tender process is as follows (organized in the following order in the Carrier Quotes list LWC):
Auto-Tender is set to True > Customer Transportation Profile
Auto-Tender is set to True > Global Transportation Profile
Priority
Carrier Total
Created Date
If the Auto-Tender option is not a selected picklist value in the Carrier Engagement Field on the load, the Carrier quote list is sorted by Carrier Total.