Revenova TMS 7.11 Data Dictionary

Customer Charge Code

Text(20)

When populated, these codes are included in EDI 210 transactions.

Customer Portal Selection

Checkbox

If “Checked,” the accessorial is available within the Customer Portal.

Enabled

Checkbox

If “Checked,” the accessorial is visible and available for use.

Mode

Picklist (Multi-Select)

The mode(s) this accessorial applies to. Values include: “Truckload,” “LTL,” “Intermodal,” “Drayage,” “Ocean FCL,” “Ocean LCL,” ‘Air Freight,” “Flatbed,” “Bulk,” and “Parcel.” No default value.

Name

Text(80)

The name and description of the accessorial.

Pre-Quote

Checkbox

“Checked” means an accessorial is available when configuring a load.

Type

Picklist

The accessorial is applied on: “Pickup,” “Delivery,” or the “Load.” No default value.

Accessorial

Lookup(Accessorial)

A Lookup to the associated Accessorial name/description record.

Accessorial Exclusion Name

Auto Number

The unique record Identifier. Example: AE-{0}.

Carrier Service

Lookup(Carrier Service)

A lookup to the associated Carrier Service record.

Carrier Transportation Profile

Master-Detail(Transportation Profile)

The Master-Detail relationship to the parent Transportation Profile record the Accessorial Exclusion belongs to.

Effective Date

Date

The date an exclusion begins. If a load’s Stop One Expected Date is less than the Exclusion Effective Date, then the exclusion is not applied. 

Exclusion Type

Formula (Text)

The exclusion is applied on: “Pickup,” “Delivery,” or the “Load.”

Expiration Date

Date

The date an exclusion expires. If the load’s Stop One Expected Date is greater than the Exclusion Expiration Date, then the exclusion is not applied.

Lane

Lookup(Lane)

A lookup to the Lane record associated with the lane to apply the exclusion. (Only select a lane or a location).

Location

Lookup(Account)

A lookup to the Account record associated with the location to apply the exclusion. (Only select a lane or location).

Reason

Text(100)

The description of the exclusion.

Accounting Status

Picklist

Flag for the Pub/Sub Accounting integration. Values include: "Ready for Accounting," "Sent to Accounting," "Publish Error."

Customer Sales Rep

Lookup(User)

A lookup to the User record associated with the Customer Sales Rep Account.

DBA Name

Text(80)

The Doing Business As Name.

Default Payment Method

Picklist

The selection for the payment method. Values include: “ACH" (NACHA File), “Check.” No default value.

Posting City

Text(40)

The Posting City alias for load boards.

Posting State/Province

Picklist

The Posting State/Province alias for load boards. No default value.

Shipping Latitude for Reports

Formula (Number)

Latitude coordinates for supporting TMS Analytics.

Shipping Longitude for Reports

Formula (Number)

Longitude coordinates for supporting TMS Analytics.

Transportation Profile

Lookup(Transportation Profile)

A Lookup to the associated Transportation Profile record for the associated Account.

Timezone

Picklist

The time zone for the account. No default value.

TMS Type

Picklist (Multi-Select)

A selection for the account type. Values include: “Prospect,” “Customer,” “Shipper/Consignee,” “Carrier,” “Customs Broker,” “Factoring Company,” etc. No default value.

TMS Type for Sharing

Text(100)

The sharing rule compatible copy of the TMS Type field.

UN Location Code

Text(6)

The UN Location code. Example: “CAMTR” for Montreal.  Required for Ocean Full Container Loads.

Account

Master-Detail(Account)

The Master-Detail relationship to the parent Account record the Account ELD belongs to.

ELD ID

Text(50) (External ID)

The ELD provider identifier for this account/location.

ELD Provider

Picklist

The only ELD Provider, “Samsara“ is selected by default.

Geofence Radius

Number (10, 0)

The Geofence radius for arrival/departure events. Circle only.

Geofence Type

Picklist

The shape of the Geofence: “Circle” or “Polygon.” “Circle” is the default value.

Geofence Units

Picklist

The measurement units for the Geofence: “ft” or “m.” “Ft.” is the default value.

Name

Auto Number

The unique record identifier. Example: ELD-{0}.

Contact

Lookup(Contact)

A lookup to the associated Contact record.

Default EPayment Credentials

Text(18)

The Credentials ID for EPayments.

ePayment Recipient Required

Checkbox

"Checked" means a user requires a recipient when saving or issuing an EPayment.

Issue Authority

Picklist

The type of authority the current user has to issue EPayments. Values include: “Assigned Carrier Only,” “Any Authorized Vendor,” and “Assigned Driver Only.” No default value.

Name

Auto Number

The unique record identifier. Example: Auth-{0}.

Per Day Count

Number(2,0)

The maximum number of EPayments that a user can issue per day.

Per Day Max

Currency(5, 0)

The maximum monetary amount that a user can issue per day.

Per Load Limit

Percent(5, 0)

The percent of the approved Carrier quote total for a load that can be issued as a Comchek.

Per Load Maximum

Currency(5, 0)

The maximum monetary amount that can be issued as a Comchek for one load.

User

Lookup(User)

A lookup to the associated user record granted authority.

Advance Payment Authority

Master-Detail(Advance Payment Authority)

The Master-Detail relationship to the parent Advance Payment Authority record the Advance Payment Authority Credentials belong to.

Credentials

Text(18)

The ID of the Credentials record.

Advance Payment Authority

Master-Detail(Advance Payment Authority)

The Master-Detail relationship to the parent Advance Payment Authority record the Advance Payment Authority Txn Type belongs to.

EPayment Transaction Type

Master-Detail(EPayment Transaction Type)

The Master-Detail relationship to the parent EPayment Transaction Type record the Advance Payment Authority Txn Type belongs to.

Charge

Currency(5, 2)

The monetary amount for the charge paid via EFS/Comchek.

Fee

Currency(5, 2)

The monetary amount paid to the broker.

From Payment Amount

Currency(5, 2)

The monetary amount sent via EFS/Comchek and cannot be greater than the “To Payment Amount” field.

Name

Auto Number

The unique record identifier. Format: Fee-{0}.

To Payment Amount

Currency(5, 2)

The monetary amount sent via EFS/Comchek.

Accessorial

Master-Detail(Accessorial)

The Master-Detail relationship to the parent Accessorial record the API Accessorial belongs to.

API Provider

Picklist

The API provider using the accessorial code. Values include: “Project44,” “Worldwide Express,” “Blue Grace,” “AccuFrate,” and “Banyan.” No default value.

Code      

Text(80)

The Carrier API-specific code for the accessorial.

Subcode

Text(50)

The Banyan API-specific subcode for the accessorial. This field is required for the Banyan API integration.

Account           

Master-Detail(Account)

The Master-Detail relationship to the parent Account record the Bank Account belongs to.

Account Number

Text (Encrypted)(17)

The account number for the payment destination financial institution.

Account Type

Picklist

The bank Account Type. Values include: “Checking” and “Savings.” No default value.

ACH Active

Checkbox

The active bank account for the vendor. When “Checked,” Account Type, Routing Number, and Account Number are required fields.

ACH Company Discretionary Data

Text(20)

The NACHA field for a Company’s internal use.

ACH Company Information

Text(40)

The NACHA field for the Immediate Origin, FEIN, or Taxpayer Identification Number.

ACH Company Name

Text((16)

The NACHA field representing the Payer’s company name.

ACH Immediate Origin Name

Text(23)

The NACHA field for a Company Name originating the payment.

ACH Payee Name

Text(22)

The NACHA field for the company name receiving the payment.

ACH Reference Code

Text(3)

The NACHA field that contains the prefix value for the reference code on the header record.

ACH Remittance Document

Picklist

The type of remittance document. Values include: “ACH Remittance Detail” and “ACH Remittance Summary.” No default value.

Bank Name

Text(40)

The name financial institution for the payment destination.

Confirm Account Number

Text Encrypted(17)

The second account number entry for confirmation purposes.

Routing Number

Text(9)

The routing number of the financial institution for the payment destination.

Equipment Type

Master-Detail(Equipment Type)

The Master-Detail relationship to the parent Equipment Type record the Carrier Equipment Type belongs to.

Name

Auto Number

The unique record identifier. Format: Equipment-{0}.

Number

Number(18-0)

The quantity of equipment type the Carrier operates.

Transportation Profile

Master-Detail(Transportation Profile)

The Master-Detail relationship to the parent Transportation Profile record the Carrier Equipment Type belongs to.

Carrier

Master-Detail(Account)

The Master-Detail relationship to the parent Account record the Carrier Exclusion belongs to.

Carrier Service

Lookup(Carrier Service)

A lookup to the Carrier Service record to exclude.

Effective Date

Date

The start date for the Carrier exclusion.

Exclusion Type

Picklist

The stop type to exclude selection. Values include: “Exclude Pickup,” “Exclude Delivery,” and “Exclude Pickup and Delivery.” “Exclude Pickup and Delivery” is the default value.

Expiration Date

Date

The end date for the exclusion. If no Effective Date is provided, an exclusion will be effective until the Expiration Date.

Lane

Lookup(Lane)

A lookup to the Lane record to exclude the Carrier. If no lane is provided, then the Carrier is excluded from all lanes.

Location

Lookup(Account)

A lookup to the Account record location to exclude the Carrier. If no location is provided, then the Carrier is excluded from all locations.

Name

Auto Number

The unique record identifier. Format: Exclusion-{0}.

Reason

Text(100)

The reasoning for excluding the Carrier.

Transportation Profile

Master-Detail(Transportation Profile)

The Master-Detail relationship to the parent Transportation Profile record the Carrier Exclusion belongs to.

Carrier Service

Master-Detail(Carrier Service)

The Master-Detail relationship to the parent Carrier Service record the Carrier Liability Limit belongs to. 

Commodity Condition

Picklist

A description of the cargo. Values include: “New” and “Used.” No default value.

Country

Picklist (Multi-Select)

The country this limit applies to. Values include: “CA,” “MX,” and “US.” No default value.

Maximum Liability

Currency(10, 2)

The maximum liability monetary amount for any load of this class.

Mode

Text(80)

The mode name of the Carrier Service.

Name

Auto Number

The unique record identifier. Example: Limit-{0}.

NMFC Class

Picklist (Multi-Select)

The NMFC Class(es) this limit applies to. No default value.

Rate

Currency(10,2)

The monetary rate per unit weight.

Weight Units

Picklist

The unit of measurement for the weight. Values include: “lbs.” or “kg.” “Lbs.” is the default value.

Accessorial

Lookup(Accessorial)

A lookup to the Accessorial record this Carrier Markup is associated with.

Carrier Markup Group

Lookup(Carrier Markup Group)

A lookup to the Carrier Markup Group record associated with the Carrier Markup.

Carrier Service

Lookup(Carrier Service)

A lookup to the Carrier Service record this Carrier Markup is associated with. If there is no value, the markup applies to all Carrier Services that do not have a specific record.

Effective Date

Date

The optional begin date for the Carrier markup.

Expiration Date

Date

The optional end date for the Carrier markup.

Fuel Surcharge

Lookup(Fuel Surcharge)

A lookup to the Fuel Surcharge record associated with this Carrier Markup.

Lane

Lookup(Lane)

A lookup to the Lane record associated with this Carrier Markup.

Markup Type

Picklist

A selection of the criteria for the markup. Values include: “Freight,” “Fuel,” and “Accessorial.” No default value.

Maximum Carrier Quote

Currency(10, 2)

The maximum monetary quote amount for a specific Carrier Service.

Maximum Load Weight

Number(18, 0)

Criterion for filtering based on the maximum weight of the load.

Maximum Markup Amount

Currency(16, 2)

The maximum monetary markup amount for a specific Carrier Service.

Maximum Markup Amount - Floor

Currency(16, 2)

The maximum monetary markup amount floor value to return from SMC3.

Maximum Markup Amount - Minimum

Currency(16, 2)

The maximum monetary markup amount minimum value to return from SMC3.

Maximum Markup Amount - Tariff Rate

Currency(16, 2)

The maximum monetary markup amount tariff rate value to return from SMC3.

Minimum Carrier Quote

Currency(10, 2)

The minimum monetary quote amount for a specific Carrier Service.

Minimum Customer Freight Charge

Currency(16, 2)

The minimum monetary customer freight charge after the markup.

Minimum Load Weight

Number(18, 0)

Criterion for filtering based on the minimum weight of the load.

Minimum Markup Amount

Currency(16, 2)

The minimum markup amount for a specific Carrier Service.

Minimum Markup Amount - Floor

Currency(16, 2)

The minimum monetary markup floor amount returned from SMC3.

Minimum Markup Amount - Minimum

Currency(16, 2)

The minimum monetary markup minimum amount returned from SMC3.

Minimum Markup Amount - Tariff Rate

Currency(16, 2)

The minimum monetary markup tariff rate amount returned from SMC3.

Minimum Markup Percent

Percent(16, 2)

The minimum markup percent for a specific Carrier Service.

Minimum Markup Percent - Floor

Percent(16, 2)

The minimum markup floor percent to return from SMC3.

Minimum Markup Percent - Minimum

Percent(16, 2)

The minimum markup minimum percent to return from SMC3.

Minimum Markup Percent - Tariff Rate

Percent(16, 2)

The minimum markup tariff rate percent to return from SMC3.

Mode

Lookup(Mode)

A lookup to the Mode record associated with the Carrier Markup. This field is set by the Carrier Service if provided.

Name

Auto Number

The unique record identifier. Example: Markup-{0}.

NMFC Class

Picklist (Multi-Select)

The NMFC classes for this record. Only relevant to the LTL mode. No default value.

Target Markup Percent

Percent(16, 2)

The suggested target markup percent. Used in the calculation for the target markup.

Target Markup Percent - Floor

Percent(16, 2)

The suggested target floor markup percent to return from SMC3.

Target Markup Percent - Minimum

Percent(16, 2)

The suggested target minimum markup percent to return from SMC3.

Target Markup Percent - Tariff Rate

Percent(16, 2)

The suggested target tariff rate markup percent to return from SMC3.

Transaction Fee

Currency(16, 2)

The suggested transaction fee to add to the suggested target markup percent. Used in the calculation for the target markup.

Weight Units

Picklist

The unit of weight measurement for markup groups. Values include: “lbs” and “kg.” “Lbs.” is the default value.

Description

Text(255)

Description of the Carrier Markup group.

Name

Text(80)

The name of the Carrier Markup group.

A/P Ignore

Checkbox

When “Checked,” historical loads are not included in A/P calculations.

Accepted

Checkbox

If “Checked,” a Carrier quote is accepted.

Accessorial Charges

Currency(16, 2)

The accessorial monetary charges for the Carrier quote.

Auto-Tender

Checkbox

If “Checked," the Carrier quote to be processed by the Carrier Engagement Automation job.

Billable Weight

Number(16, 2)

The greater of the DIM Weight or regular Weight.

Book It

Checkbox

An Email loop support field for Book It Now feature. If “Checked,” the Carrier has the option to select Book It Now from the Carrier Portal.

Book It Source

Picklist

The source of the Carrier quote Book It Now request. Values include: “TMS,” “Truckstop,” and “Trucker Tools Load Board.” No default value.

Calculation Type

Picklist

The selection for calculating a stored rate quote. Values include: “Base,” “Minimum,” and “Maximum.” No default value.

Carrier API Login Group

Text(40)

A group of customer-specific rates for specific Carriers. A Project44 login group that provides LTL quotes. This value changes per customer. (See the Project44 Carrier Aggregator documentation for more information.) 

Carrier Quote

Auto Number

The unique record identifier. Example: Carrier Quote {0}.

Carrier Service

Lookup(Carrier Service)

A lookup to the associated Carrier Service record associated with the Carrier quote.

Carrier Total

Currency(16, 2)

The total Carrier quote monetary amount.

Deficit Charge

Currency(10, 2)

An LTL tariff support monetary amount field.

Deficit Rate

Currency(16, 2)

An LTL tariff support monetary amount field.

Deficit Weight

Number(12, 0)

An LTL tariff support field measured in pounds.

Destination Movement Type

Picklist

The terminal Destination movement type. Values include: “Direct,” “Interline,” “Partner,” and “Unspecified.” “Unspecified” is the default value.

Destination Terminal Code

Text(50)

A Read-Only terminal code field returned by SMC3 for LTL Carrier Quotes.

Destination Terminal Email

Email

A Read-Only email address field returned by SMC3 for LTL Carrier Quotes.

Destination Terminal Location

Text Area(255)

A Read-Only terminal location field returned by SMC3 for LTL Carrier Quotes.

Destination Terminal Phone

Phone

A Read-Only phone number field returned by SMC3 for LTL Carrier Quotes.

DIM Weight

Number(16, 2)

The dimensional weight total in the weight units of the load as calculated by the Rate Entry.

Direct/Interline

Picklist

Service information for a Carrier quote. Values include: “Direct,” “Interline,” “Partner,” and “Unspecified.” “Unspecified” is the default value.

Disclaimer

Long Text Area(5000)

Any disclaimer text related to the Carrier quote. A value can be populated with API-based quotes from AccuFrate, Banyan, or Project44.

Discount

Currency(16, 2)

A discount monetary amount applied to the freight charges.

Discount Percent

Percent(3, 2)

The discount as a percentage of the freight charges.

Effective Date

Date

The date the Carrier quote goes into effect. The effective date is usually the day the Carrier quote was created.

Estimated Delivery Date

Date

The estimated delivery date for the load based on the service class and/or the transit days from the Carrier quote.

Estimated Pickup Date

Date

The estimated pickup date for the load based on the service class.

Estimated Transit Time (Days)

Number(3, 0)

The estimated transit time in days for the load for this service class.

Freight Charge Applied

Text(10)

An LTL Tariff support field. This field indicates whether the Net Freight Charge are based on the tariff rate, minimum, or floor values.

Freight Charge Notes

Text(200)

Notes related to the freight charge.

Freight Charge Quantity

Number(16, 2)

The number of freight charge units.

Freight Charge Unit

Picklist

A description of the measurement of a freight charge. “Fixed Cost” is the default value, but other selections are available including: “Percent of Amount,” “Per Day,” “Per Cubic Foot,” and "Per HU Position."

Freight Charge Unit Price

Currency(16, 2)

The monetary cost associated with the Freight Charge Unit. Example: $500 per day.

Freight Charges

Currency(16, 2)

The gross monetary freight charges before any discount.

Freight Charges After Discount

Formula (Currency)

An LTL Tariff support field representing the gross freight charges minus any applicable monetary discount.

Freight Charges after Discount/Minimums

Formula (Currency)

An LTL Tariff support field representing the greater monetary amount between the Freight Charges After Discount or the Minimum Freight Charge Floor.

Freight Surcharge

Currency(16, 2)

An LTL Tariff support field for the monetary cost associated with shipping a load.

Freight Surcharge Application

Text(10)

An LTL Tariff support field for when a Freight Surcharge was applied to the Net or Gross Freight Charge amount.

Freight Surcharge Percentage

Percent(16, 2)

An LTL Tariff support for the percentage applied to calculate the Freight Surcharge.

Fuel Surcharge

Currency(16, 2)

The fuel surcharge monetary amount.

Fuel Surcharge Notes

Text(200)

Notes regarding the fuel surcharge.

Fuel Surcharge Quantity

Number(16, 2)

The quantity of fuel surcharge units.

Fuel Surcharge Unit

Picklist

Per-xxx fuel surcharge unit. Values include: “Fixed Cost,” “Per Mile,” “Per Kilometer,” and “Percent of Freight.” “Fixed Cost” is the default value.

Fuel Surcharge Unit Price

Currency(14, 4)

The monetary charge for each fuel surcharge unit.

Liability Coverage

Currency(16, 2)

The monetary amount of liability coverage offered by the Carrier and calculated from the Carrier Liability Limit.

Liability Coverage Exceeded By

Currency(16, 2)

Any cargo monetary value more than the Carrier liability coverage amount.

Load

Master-Detail(Load)

The Master-Detail relationship to the parent Load record the Carrier Quote belongs to.

Margin

Percent(6, 2)

An LTL Workbench support field for the margin percentage for a Carrier quote from an RFP and not from the Carrier Quote Assistant.

Markup

Currency(16, 2)

An LTL Workbench support field for the markup monetary amount for a Carrier quote from an RFP and not from the Carrier Quote Assistant.

Master Invoice Number

Text(50) (External ID)

The invoice number for multiple invoices.

Messages

Long Text Area(5000)

Any messages related to a Carrier quote. Sometimes populated with API-based quotes from AccuFrate, Banyan, Blue Grace, Project44, and Worldwide Express.

Minimum Freight Charge Floor

Currency(10, 2)

An LTL Tariff support field for the minimum monetary charge for transporting a load. This minimum charge is defined in the Tariff Schedule.

Movement Type

Picklist

A description of ocean load movement. Values include: “Door to Door,” “Door to Port,” “Port to Door,” and “Port to Port.”  No default value.

Net Freight Charges

Currency(16, 2)

The Net Freight Charges field is the greater monetary amount between the Freight Charges field minus any Discounts and the Minimum Freight Charge Floor plus any Freight Surcharges.

Order Number

Formula (Text)

The load’s customer order number.

Origin Movement Type

Picklist

Description of the movement of a load from the origin terminal. Values include: “Direct,” “Interline,” “Partner,” and “Unspecified.” “Unspecified” is the default value.

Origin Terminal Code

Text(50)

A Read-Only terminal code value returned by SMC3 for LTL Carrier quotes.

Origin Terminal Email

Email

A Read-Only email address value returned by SMC3 for LTL Carrier quotes.

Origin Terminal Location

Text Area(255)

A Read-Only terminal location value returned by SMC3 for LTL Carrier quotes.

Origin Terminal Phone

Phone

A Read-Only phone number value returned by SMC3 for LTL Carrier quotes.

Pickup Cutoff Time

Time

The latest available pickup time for the Carrier on the quote.

Pickup Only

Checkbox

If “Checked,” set pickup-only flag for Project44 tender API calls. A PRO number is not assigned when dispatching the load.

Priority

Picklist

This field is the Priority of the Rate Entry for the Carrier quote based on the lane and carrier combination. Values include: “1,” “2,” and “3.”

Quote/Contract Id

Text(100)

The quote/contract ID returned with an API quote and is used when tendering a load. This value is returned by many API integrations.

Rate Entry

Lookup(Rate Entry)

A lookup to the Rate Entry record associated with the stored rate the Carrier quote is based on. 

Rate Entry Source

Lookup(Transportation Profile)

A lookup to the Transportation Profile record associated with the Rate Entry used in the Carrier quote.

Reason for Acceptance

Picklist

The explanation for accepting a Carrier quote. Values include: “Customer Preference” and “Transit Time Requirement.” No default value.

Removal Charge

Number(16, 2)

Any additional charges for removing a Carrier. These charges are for informational purposes. 

Removal Charge Accessorial

Text(255)

The accessorial name for a Carrier removal charge. 

Removal Comments

Text(255)

The explanation for removing a Carrier. 

Removal Reason

Picklist

The reason for carrier removal. Values include: “Load Not Ready,” “Carrier Breakdown,” and “Carrier Cancelled.” No default value.

RFP

Lookup(RFP)

A lookup to the RFP record associated with the Carrier quote. An LTL Workbench support field for creating Carrier quotes for an RFP. Carrier Quotes created for an RFP are not created from the Freight Quote Assistant.

Routing

Text(255)

A description of complex routing for Ocean load Carrier quotes.

Sales Floor

Currency(16, 2)

The minimum monetary amount for customer sales reps to quote to customers.

Same-Day Tender Cutoff Time

Time

The latest time on the same day for the Carrier to tender a load.

Selection Reason 

Picklist

The reason provided when not selecting the lowest cost Carrier quote on the portal Quote Wizard. Values include: “Faster Transit Time Required” and “Past Carrier Performance.” No default value.

Service Class

Text(255)

A description of the Carrier Service class.

Service Class Code

Text(20)

The Carrier Service class code provided by the Banyan or Project44 APIs.

Settlement Comments

Text(255)

Internal comments related to settlement.

Settlement Contact

Lookup(Contact)

A lookup to the Contact record associated with the Carrier for settlement issues.

Settlement Documents Received

Picklist (Multi-Select)

Settlement documents provided by the Carrier to date. This field selects from the Settlement Document Types global picklist. No default value.

Settlement Issues

Picklist (Multi-Select)

The reason(s) preventing quote-invoice settlement. Values include: “Vendor Invoice Missing,” “Proof of Delivery Missing,” “Lumper Receipt Missing,” “Fuel Receipt Missing,” “Weight Certificate Missing,” and “Other (see comments).” No default value.

Settlement Status

Picklist

The state of the Carrier quote-invoice settlement process. Values include: “Pending,” “Documents Requested,” “Documents Received,” and “Approved for Payment.” Default value is “Pending.”

Settlement Status as of

Date/Time

The date and time of the most recent the Settlement Status changes.

Tariff Minimum

Currency(10, 2)

The minimum tariff monetary amount from the SMC3 API.

Tender Accepted By               

Text(100)

The name of the user accepting the tender.

Tender Accepted By Email

Email

The email address of the user accepting the tender.

Tender Accepted Date

Date/Time

The date and time when the tender was accepted by the Carrier via Email Loop.

Tender CC List

Text(250)

The email addresses added to the tender email.

Tender Contact

Lookup(Contact)

A lookup to the Contact record associated with the recipient of the load tender email.

Tender Declined Comments

Text Area(255)

Additional comments explaining why the Carrier declined the load tender.

Tender Declined Reason

Picklist

The reason the Carrier declined the load tender. Values include: “Equipment Breakdown,” “Equipment No Longer Available,” and “Other.” No default value.

Tender Expiration Date

Date/Time

The date and time the Carrier quote tender expires.

Tender Hold

Checkbox

If “Checked,” a load cannot be tendered.

Tender Hold Reason

Text Area(255)

The explanation for the load tender hold.

Tender Sent By

Lookup(User)

A lookup to the User record responsible for sending the load tender.

Tender Sent Date

Date/Time

The date and time the load tender was sent to the Carrier.

Tender Status

Picklist

The current state of the load tender. Values include: “Queued,” “Sent,” “Assigned,” “Rejected,” “Removed,” “Expired,” and “On Hold.” No default value.

Tracking Information

Text(255)

The IP address and browser type of the TMS Site email recipient.

Variance Description

Text(255)

The explanation as to why the invoice total does not match the Carrier quote total.

Variance Reason

Picklist (Multi-Select)

The reason(s) why the invoice does not match the Carrier quote. Values include: “Lumper Charges,” “Fuel Charges,” “Detention Charges,” and “Other Charges.” No default value.

Vendor

Lookup(Account)

A lookup to the Account record associated with the Carrier Quote. The capacity provider for the load. Usually the Carrier.

Vendor Invoice Date

Date

The vendor invoice issue date provided by the Carrier Portal or the invoice processor.

Vendor Invoice Number

Text(40)

The vendor invoice number provided by the Carrier Portal or the invoice processor.

Vendor Payment Terms

Lookup(Payment Terms)

A lookup to the Payment Terms record associated with the Carrier invoice.

Vendor Settlement Total

Currency(16, 2)

The invoice monetary total provided by HubTran or the Carrier Portal.

Vendor Settlement Variance

Formula (Currency)

The Vendor Settlement Total minus the Carrier Quote Total monetary amount.

Accessorial

Lookup(Accessorial)

A lookup to the Accessorial record associated with the Carrier Quote Accessorial.

Carrier Accessorial

Lookup(Carrier Accessorial)

A lookup to the Carrier Accessorial record associated with the Carrier Quote Accessorial.

Carrier Quote

Master-Detail(Carrier Quote)

The Master-Detail relationship to the parent Carrier Quote record the Carrier Quote Accessorial belongs to.

Charge

Currency(16, 2)

The monetary charge from the Carrier for this accessorial.

Code

Text(20)

The standard accessorial code employed by the Carrier. Used by the Banyan, HubTran, and Project44 APIs.

Name

Text(80)

The Carrier-specific name and description of an accessorial.

Notes

Text(200)

The optional details related to the accessorial charge.

Quantity

Number(16, 2)

The number of units included on the Carrier quote accessorial.

Quote/Contract Id

Text(100)

The identifier used with the Falvey integration to match the insurance certificate number on the Customer load with the accessorial record.

Rate Entry

Lookup(Rate Entry)

A lookup to the Rate Entry record associated with the Carrier Quote Accessorial.

Stop

Lookup(Stop)

A lookup to the Stop record associated with the Carrier Quote Accessorial.

Unit

Picklist

The cost unit of measure. “Fixed Cost” is the default value with many other options including: “Percent of Amount,” “Per Cubic Foot,” “Per Hour,” "Per HU Position," etc.

Unit Price

Currency(16, 2)

The per-unit price of the Carrier quote accessorial.

User Added

Checkbox

If “Unchecked,” an API-generated quote automatically added the Carrier quote accessorial charges based on the Origin/Destination conditions.  If “Checked,” the Carrier quote accessorial charges were manually added by the user.

Carrier Quote

Master-Detail(Carrier Quote)

The Master-Detail relationship to the parent Carrier Quote record the Carrier Quote Freight Charge Item belongs to.

Discount %

Percent(3, 2)

The discount percent associated with the freight charge item.

Discount Amount

Formula(Currency)

The discount amount associated with the freight charge item.

Freight Charge

Currency(10,2)

The pre-discount freight charge monetary amount associated with this freight charge item.

Freight Charge Item Number

Auto Number

The unique record identifier. Example: Freight Charge Item-{000}.

Item

Lookup(Line Item)

A lookup to the Line Item record associated with the Carrier Quote Freight Charge Item.

Item Description

Text(255)

The description the freight charge item.

Net Freight Charge

Formula(Currency)

The freight charge monetary amount including the discount amount associated with the freight charge item.

NMFC Class (Rated As)

Picklist

The NMFC Class of the freight charge item. No default value.

Rate

Currency(10,2)

The monetary rate associated with the freight charge item.

Weight

Number(18,0)

The weight in pounds of the line item associated with the freight charge item.

API Provider

Text(50)

The API Provider name for API-based Carrier Services. This field contains the name of any quoting, tendering, tracking, and image retrieval API.

Batch Status Emails

Checkbox

If “Checked,” Carrier load status requests are sent via a batch email process.

Carrier

Lookup(Account)

A lookup to the Account record associated with the Carrier Service.

Carrier Service Owner

Lookup(User)

A lookup to the User record associated with the Carrier Service. This field denotes who owns the Carrier relationship. This is the Carrier Sales Rep assigned on the load in the Automated Tender Process. (Carrier Automation Engagement – only place this is used unless custom logic is built for customer.)

Credentials

Text(18)

For API-based Carrier Services, this field contains the Record ID credentials. This information is retrieved from the TMS Admin section within Credentials

Dimension Units

Picklist

The dimensional units for L/W/H thresholds. Values include: “in,” “cm,” “ft,” and “m.” “In” is the default value.

EDI Provider

Picklist

When the Tender Method is EDI, this field can be set to “Kleinschmidt,” “Cleo,” “Custom EDI,” or “Orderful,” depending on the EDI in use. No default value. This field is dependent on the Tender Method field selection.

Enabled

Checkbox

If “Checked,” this Carrier Service can be used to quote and tender loads.

Load Tender Page Settings

Picklist (Multi-Select)

A selection of the fields displayed to the Carrier when accepting or declining the tender. Values include: “Email signature,” and “Carrier Details.” To accept a tender, “Email signature” requires a name and email address while “Carrier Details” prompts for a required or optional set of field set-driven information. No default value.

Logo Document Id

Text(18)

The record ID of a document/image that displays on the Customer Portal for this Carrier Service.

Maximum HU Count

Number(10, 0)

The maximum handling unit count for the Carrier Service.

Maximum HU Height

Number(16, 2)

The maximum handling unit height dimension for the Carrier Service.

Maximum HU Length

Number(16, 2)

The maximum handling unit length dimension for the Carrier Service.

Maximum HU Weight

Number(18, 0)

The maximum per-handling unit weight for the Carrier Service.

Maximum HU Width

Number(16, 2)

The maximum handling unit width dimension for the Carrier Service.

Maximum Linear Feet

Number(10, 2)

The maximum linear feet of a load for the Carrier Service.

Maximum Volume

Number(18, 0)

The maximum load volume for the Carrier Service.

Maximum Weight

Number(18, 0)

The maximum load weight for the Carrier Service. This field is required field to use the Carrier Service.

Minimum Linear Feet

Number(10, 2)

The minimum linear feet of a load for the Carrier Service.

Minimum Weight

Number(18, 0)

The minimum load weight the Carrier Service supports. This field is required to use the Carrier Service.

Mode

Master-Detail(Mode)

The Master-Detail relationship to the parent Mode record the Carrier Service belongs to.

Mode Name

Formula (Text)

The mode name. For example, “Truckload.”

Name

Text(80)

The name of the Carrier Service.

Pickup Cutoff Time

Time

The latest available pickup time for the Carrier Service for a quote.

Pickup Only

Checkbox

When “Checked,” Project44 load tendering API calls are noted as pickup only. A PRO number is not assigned when dispatching the load.

Quote Contact

Lookup(Contact)

A lookup to the Contact record email email-based Carrier Service quotes.

Quote Method

Picklist

The method used to request quotes. Values include: “Email,” “Phone,” “Fax,” “API,” and “Stored Rate.” No default value.

Rating

Picklist

The rating of Carrier performance with “A” through “F” values.

Same-Day Tender Cutoff Time

Time

The latest time a load may be tendered for the Carrier Service on the same day.

Service Notes

Long Text Area(1000)

Service notes are available on the Customer Portal and users can view them in the quote list.

Settlement Contact

Lookup(Contact)

A lookup to the Contact record for settlement-related issues.

Status Contact

Lookup(Contact)

A lookup to the Contact record associated with email-based load status requests. This field is provided from the Carrier Quote.

Status Method

Picklist

The method used to obtain the status of a load. Values include: “Email,” Phone,” and “API.” No default value.

Tender Contact

Lookup(Contact)

A lookup to the Contact record associated with tendering a load via email.

Tender Method

Picklist

The method used to tender loads. Values include: “Email,” “Fax,” “API,” and “EDI.” No default value.

Transportation Profile

Lookup(Transportation Profile)

A lookup to the Transportation Profile record associated with the Carrier and Carrier Service.

VLTL

Checkbox

“Checked” to indicate VLTL Carrier Service records.

Volume Units

Picklist

The unit of volume for VLTL load volume. Values include: “Cubic Feet,” “Cubic Inches,” “Cubic Meters,” “Gallons,” and “Liters.” No default value.

Weight Units

Picklist

The unit of weight for loads. Values include: “lbs” or “kg.” No default value. These fields are required to use the Carrier Service.

Category

Picklist

The name of the item on the Inspection Report. Several values available including: “Air Lines,” “Brakes,” and “Emergency Equipment.” No default value.

Checklist Item

Text(80)

The name of the checklist item.

Inspection Comments          

Text(255)

The comments regarding the inspection.

Inspection Report

Master-Detail(Inspection Report)

A Master-Detail relationship to the parent Inspection Report record the Checklist item belongs to.

Order

Number(4, 0)

The order of the items in the Inspection Report.

Service Technician Comments

Text Area(255)

The comments from the service technician performing the inspection.

Status

Picklist

The current state of the checklist item. Values include: “Pending,” “Passed,” and “Failed.” “Pending” is the default value.

Amount Claimed

Currency(16, 2)

The monetary amount claimed for damages, etc.

Carrier Claim Number

Text(50)

The Carrier claim system identifier if a claim was entered on the Carrier’s web site.

Claim Date

Date

The date the user created a claim.

Claim Number

Auto Number

The unique record claim identifier. Example: Claim {0}.

Description

Rich Text Area(5000)

A text area to describe the details of the claim and attach images.

Load

Master-Detail(Load)

The Master-Detail relationship to the parent Load record the Claim is against.

Status

Picklist

The state of the claim. Values include: “Open” and “Closed.” “Open” is the default value.

Commodity Catalogue

Lookup(Commodity Catalogue)

A lookup to the Commodity Catalogue record associated with the Commodity.

Density Maximum

Number(10, 2)

The maximum limit for filtering commodities based on the line-item density.

Density Minimum

Number(10, 2)

The minimum limit for filtering commodities based on the line-item density.

Description

Text(255)

A description of the commodity.

Dimension Units

Picklist

The dimensional units for the handling unit of a commodity. Values include: “in,” “cm,” “ft,” and “m.” No default value.

Effective Date

Date

The date the commodity becomes active.

Expiration Date

Date

The date the commodity becomes inactive.

Extended Price

Currency(16, 2)

The monetary cost of the commodity.

Handling Units

Picklist

A description of the container for the commodity. Some examples include, “Barrels,” Boxes,” “Crates,” and “Other.” No default value.

HazMat

Checkbox

If “Checked,” the line-item commodity is a hazardous material.

HazMat Class/Division

Picklist

The HazMat category of the commodity, such as “9” or “2.1.” No default value.

HazMat Contact

Lookup(Contact)

A lookup to the Contact record associated with the HazMat information for the commodity.

HazMat Number

Text(4)

The United Nations number code for the HazMat material.

HazMat Number Type

Picklist

A description of the HazMat Number. Values include: “UN” or “NA.” No default value.

HazMat Packaging Group

Picklist

The group identifier for the packaging of HazMat materials. Values include: “I,” “II,” or “III.” No default value.

Height

Number(16, 2)

The height of the commodity Handling Unit.

HS Code

Text(7)

The Harmonized System (HS) code for commodity tax/tariff purposes.

HTS Code

Text(12)

The Harmonized Tariff Schedule code for commodity tax/tariff purposes.

HU Count

Number(18, 0)

The number of Handling Units of the commodity.

Is Active

Formula(Checkbox)

If “Checked,” the commodity is active based on the effective and expiration dates.

Item Number

Text(50) (External ID)

The unique identifier or SKU for the commodity.

Length

Number(16, 2)

The length of the commodity Handling Unit.

Name

Auto Number

The unique record identifier. Example: Commodity-{0}.

NMFC Class

Picklist

The standard NMFC class for an LTL load. No default value.

NMFC Number

Text(20)

The NMFC Number for an LTL load.

Packaging Units

Picklist

The type of packaging unit. Packaging unit selections include: “Boxes,” “Cases,” Packages,” and many others. No default value.

PU Count

Number(18, 0)

The quantity of packaging units.

Schedule B Code

Text(12)

The Schedule B code for tax/tariff purposes.

Stackable

Checkbox

If “Checked,” the commodity Handling Unit is stackable.

Turnable

Checkbox

If “Checked,” the commodity Handling Unit is turn-able.

Weight

Number(18, 0)

The weight of the commodity.

Weight Units

Picklist

A selection of the unit of measure. Values include: “lbs” or “kg.” No default value.

Width

Number(16, 2)

The width of the commodity Handling Unit.

Description

Text Area(255)

The description of the commodity catalogue.

Global

Checkbox

If “Checked,” the catalogue can be accessed from the Enhanced Commodity Search dialog.

Name

Text(80)

The unique record identifier.

Transportation Role

Picklist

The role of the contact with values: “Shipping,” “Receiving,” “HazMat,” “Quoting,” “Tendering,” “Status,” “Settlement,” “Billing,” and “Driver.” No default value.

Actual Arrival Date (D)

Date

The arrival date of a container to the port of discharge.

Actual Arrival Time (D)

Time

The arrival time of a container to the port of discharge.

Actual Departure Date (L)

Date

The departure date of a container from the port of loading.

Actual Departure Time (L)

Time

The departure time of a container from the port of loading.

Available Date (D)

Date

The date a container is available at the port of discharge.

Available Time (D)

Time

The time a container is available at the port of discharge.

Booking Number

Formula (Text)

The booking number of the ocean voyage.

Container Number

Text(80)

The name of the container, such as “BNSF1234567.”

Container Status

Picklist

The current state of the container. No default value.  

Container Status Comments

Text Area(255)

Comments regarding the status of the container.

Customer

Formula (Text)

The name of the customer for the load.

Discharged Date (D)

Date

The discharged date of a container from the port of discharge.

Discharged Time (D)

Time

The discharged time of a container from the port of discharge.

Earliest Pickup Date (L)

Date

The earliest pickup date for a container at the port of loading.

Earliest Pickup Time (L)

Time

The earliest pickup time for a container at the port of loading.

Earliest Return Date – Demurrage (L)

Date

The earliest return date for demurrage for a container at the port of loading.

Earliest Return Time – Demurrage (L)

Time

The earliest return time to avoid demurrage for a container at the port of loading.

Equipment Type

Lookup(Equipment Type)

A lookup to the Equipment Type record associated with the Container.

Estimated Arrival Date (D)

Date

The estimated arrival date of a container to the port of discharge.

Estimated Arrival Time (D)

Time

The estimated arrival time of a container to the port of discharge.

Estimated Departure Date (L)

Date

The estimated departure date of a container from the port of loading.

Estimated Departure Time (L)

Time

The estimated departure time of a container from the port of loading.

Gated In Empty Date (D)

Date

The gated in empty date of a container from the port of discharge.

Gated In Empty Time (D)

Time

The gated in empty time of a container from the port of discharge.

Gated In Full Date (L)

Date

The gated in full date of a container at the port of loading.

Gated In Full Time (L)

Time

The gated in full time of a container at the port of loading.

Gated Out Empty Date (L)

Date

The gated out empty date of a container at the port of loading.

Gated Out Empty Time (L)

Time

The gated out empty time of a container at the port of loading.

Gated Out Full Date (D)

Date

The gated out full date of a container at the port of discharge.

Gated Out Full Time (D)

Time

The gated out full time of a container at the port of discharge.

Geolocation

Geolocation

The latitude and longitude location of the container.

Geolocation as of

Date/Time

The date and time that a container location was most recently updated.

Import/Export

Formula (Text)

The type of shipment for the container. Possibilities are “Import,” “Export,” and “Domestic.”

Last Free Date - Demurrage (D)

Date

The date of last free demurrage for the container at the port of discharge.

Last Free Date - Detention (D)

Date

The date of last free detention for the container at the port of discharge.

Last Free Date - Detention (L)

Date

The date of last free detention for the container at the port of loading.

Last Free Time - Demurrage (D)

Time

The time of last free demurrage for the container at the port of discharge.

Last Free Time - Detention (D)

Time

The time of last free detention for the container at the port of discharge.

Last Free Time - Detention (L)

Time

The time of last free detention for the container at the port of loading.

Load

Master-Detail(Load)

The Master-Detail relationship to the parent Load record the Container belongs to.

Load Status

Formula (Text)

The status of the load.

Load/Unload Type

Picklist

The loading and unloading type for the container. Values include: “Drop and Hook,” and “Live Load/Unload.” No default value.

Loaded On Board Date (L)

Date

The date the container was loaded on board the vessel at the port of loading.

Loaded On Board Time (L)

Time

The time the container was loaded on board the vessel at the port of loading.

Master Bill of Lading Number

Formula (Text)

The load identifier for container tracking.

Mode

Formula (Text)

The load’s mode name.

Port/Terminal of Discharge

Lookup(Account)

A lookup to the Account record associated with the discharge port/terminal.

Port/Terminal of Discharge Timezone

Formula (Text)

The discharge port/terminal IANA time zone.

Port/Terminal of Load

Lookup(Account)

A lookup to the Account record associated with the load port/terminal.

Port/Terminal of Load Timezone

Formula (Text)

The load port/terminal IANA time zone.

Route Information

Long Text Area(500)

The description of the itinerary for the voyage(s) that a container will undertake.

SCAC

Text(6)

The SCAC identifier of the ocean/rail Carrier of the container.

Scheduled Arrival Date (D)

Date

The scheduled arrival date for a container at the port of discharge.

Scheduled Arrival Time (D)

Time

The scheduled arrival time for a container at the port of discharge.

Scheduled Departure Date (L)

Date

The scheduled departure date for a container at the port of loading.

Scheduled Departure Time (L)

Time

The scheduled departure time for a container at the port of loading.

Terminal Cut-Off Date (L)

Date

The cut—off date for the terminal at the port of loading.

Terminal Cut-Off Time (L)

Time

The cut—off time for the terminal at the port of loading.

Tracking

Picklist

The selection to determine if a container is tracked. Values include: “Off” or “On.” “Off” is the default value.

Tracking Number

Text(40) (External ID)

The tracking number for the third-party API providing container tracking information.

Tracking Provider

Text(40)

The name of the third-party API providing container tracking information.

Vessel

Text(100)

The name of the vessel the container is on.

Default

Checkbox

If “Checked,” this is the default filter when the console is opened.

Name

Text(80)

The name of the filter.

State

Long Text Area(10000)

The JSON serialized filter definition.

Visibility

Picklist

The selection for the visibility for the filter console. Values include: “Public” or “Private.” “Private” is the default value.

Container/Trailer Number

Text(80)

Name of container, such as “BNSF1234567”.

Cargo Weight

Number(18, 0)

Cargo weight in container.

Container Drop-Off Location

Text Area(255)

Where dray driver should drop container.

Container Pickup Location

Text Area(255)

Where dray driver should pick up container.

Contents Description

Text Area(255)

Free-form description of container contents.

Description

Formula (Text)

Name of Equipment Type parent record.

Equipment Type

Master-Detail(Equipment Type)

The parent Equipment Type record.

Gross Weight

Formula (Number)

Cargo Weight + Tare Weight.

ISO Size Type

Formula (Text)

The ISO Size Type of the parent Equipment Type record.

ISO Type Group

Formula (Text)

The ISO Type Group of the parent Equipment Type record.

Load

Master-Detail(Load)

The load this container is associated with.

Maximum Weight

Number(18, 0)

The maximum loaded weight allowed for this container.

Original Reference

Lookup(Container/Trailer) (Obsolete)

References container from customer load if this belongs to a carrier load in a freight plan.

Overweight

Formula (Checkbox)

“true” if the maximum weight is exceeded.

Sealing Party

Picklist

Which party has placed a seal on the container.

Seal Number

Text(40)

The seal identifier placed on the container.

Supplied By

Picklist

“Carrier” or “Shipper.”

Tare Weight

Number(18, 0)

The empty weight of the container.

Temperature Setting

Number(3,2)

The temperature setting for temperature controlled loads.

Temperature Units

Picklist

“Fahrenheit” or “Celsius”.

Verification Delegated

Checkbox

“true” if VGM delegated to third party.

Verification Signature

Text(100)

Signature of VGM verifier.

Verification Signature Date

Date/Time

Date and time of VGM signature.

Verified Gross Mass

Number(10,2)

Verified Gross Mass of container.

VGM Determination Date

Date/Time

Date and time of VGM determination.

VGM Submitted

Checkbox

“true” if VGM submitted (to INTTRA).

Volume

Number(18, 0)

Volume of line items in container.

Volume Units

Formula (Text)

Volume units of parent load record.

Weight Units

Formula (Text)

Weight units of parent Load record.

Item

Auto Number

Record identifier.

Container/Trailer

Lookup(Container/Trailer) (Obsolete)

The parent container.

Handling Units

Formula (Text)

The handling units of the contained line item.

Handling Unit Count

Number(18, 0)

The number of handling units in the container for the line item.

Item Description

Formula (Text)

The line item description.

Line Item

Master-Detail(Line Item)

The line item allocated to this container (in whole or part).

Packaging Units

Formula (Text)

The packaging units of the contained line item.

Packaging Unit Count

Number(18, 0)

The number of packaging units in the container for the line item.

Summary

Formula (Text)

Computed summary of line item contents.

Volume

Formula (Number)

Volume of line item in container.

Volume Units

Formula (Text)

Volume units of parent line item record.

Weight

Formula (Number)

The weight of the line item specific to this container.

Weight Units

Formula (Text)

The line item weight units.

A/R Current

Currency(16, 2)

The current accounts receivable monetary amount across related customers.

A/R Past Due

Currency(16, 2)

The past due accounts receivable monetary amount across related customers.

A/R Unbilled

Currency(16, 2)

The unbilled accounts receivable and accepted customer quotes monetary amount across related customers.

Credit Limit Amount

Currency(16, 2)

The global credit limit monetary amount shared by related customers.

Credit Limit Available

Formula (Currency)

The global remaining credit limit monetary amount shared by related customers.

Credit Limit Utilized

Formula (Percent)

The global used credit limit monetary amount shared by related customers.

Description

Text Area(255)

A description of the credit limit.

Name

Text(80)

The unique record identifier.

Unapplied Cash/Credit Memos

Currency(16, 2)

Any additions to the credit limit available monetary amount shared by related customers.

Accessorial Charges

Currency(16, 2)

The total accessorial monetary charges included on the invoice.

Accounting Processed Date

Date/Time

The date and time the invoice was processed; for example, when it was exported to QuickBooks.

Accounting Status

Picklist

Flag for the Pub/Sub Accounting integration. Values include: "Ready for Accounting," "Sent to Accounting," "Publish Error."

Adjustments

Currency(16, 2)

This field holds any customer invoice changes that result in monetary adjustments to the Customer Invoice. The reason for these changes could be for a re-weigh, re-classification, etc.

Balance Due

Formula (Currency)

The Balance Due field is the result of the Invoice Total field minus the Paid Amount field and the Payment Discount field. This field is Read-Only.

Billing Account

Formula (Text)

The Billing Contact’s Account name.

Billing Contact

Lookup(Contact)

A lookup to the Contact record associated with the Billing Account the Customer Invoice is sent to.

Billing Contact Email

Formula (Text)

The Billing Contact email address. This field can also be used while list view filtering to find missing email addresses.

Billing Method

Picklist

Selected method for sending a Customer Invoice. Values include: “Email,” “EDI,” or “Print.” “Email” is the default selection.

Customer Quote

Lookup(Customer Quote)

A lookup to the Customer Quote record the Customer Invoice was created from.

Date Sent

Date/Time

The Customer Invoice Date Sent field is set when the Customer Invoice is sent via email or as a bulk email/print of the Customer Invoices list.

Days Past Due

Formula (Number)

The number of days past due for outstanding Customer Invoices.

Dispute Contact

Lookup(Contact)

A lookup to the Contact record associated with the Dispute Contact for this Customer Quote.

Dispute Date

Date/Time

The date and time a dispute was created in the TMS.

Dispute Detail

Text Area(255)

A detailed description of the Dispute.

Dispute Reason

Picklist (Multi-Select)

General category describing the dispute. Values include: “Pricing,” “Damaged Load,” “Late Load,” “Lost Load,” and “Other.” No default value.

Dispute Resolution

Text Area(255)

A detailed description of resolving the dispute.

Dispute Resolved Date

Date/Time

The date and time that a dispute is resolved.

Dispute Status

Picklist

The current state of a dispute. Values include: “Open” or “Closed.” No default value.

Disputed

Checkbox

“Checked” indicates a Customer Invoice is in dispute.

EDI Processed Date

Date/Time

The date and time the Customer Invoice was sent via an EDI 210 transaction.

Freight Charge Notes

Text(200)

Notes related to the freight cost.

Freight Charge Quantity

Number(16, 2)

The number of freight charge cost units.

Freight Charge Unit

Picklist

The cost type for the freight charge. No default value.

Freight Charge Unit Price

Currency(16, 2)

The monetary cost for a unit of freight charge.

Fuel Surcharge

Currency(16, 2)

The fuel surcharge line item monetary amount for this Customer Invoice.

Fuel Surcharge Notes

Text(200)

Notes related to the fuel surcharge cost.

Fuel Surcharge Quantity

Number(16, 2)

The number of fuel surcharge cost units.

Fuel Surcharge Unit

Picklist

The cost type for the fuel surcharge. Values include: “Fixed Cost,” “Per Mile,” “Per Kilometer,” and “Percent of Freight.” No default value.

Fuel Surcharge Unit Price

Currency(14, 4)

The monetary cost for a unit of fuel surcharge.

Ignore Invoice Document Requirements

Checkbox

When “Checked,” allows for the creation of customer invoices without documents, particularly for Truck Ordered, Not Used cases.

Invoice Date

Date

The date the Customer Invoice was generated.

Invoice Due Date

Date

The date the Customer Invoice is due.

Invoice Number

Text(80)

The Customer Invoice Number.

Invoice Status

Picklist

The current state of a Customer Invoice. Values include: “Pending,” “Approved,” “Invoiced,” “Paid,” “Short Paid,” and “On Hold.” “Pending” is the default value.

Invoice Status Comments

Text Area(255)

This field includes specific information when a Customer Invoice is set to “On Hold.”

Invoice Total

Currency(16, 2)

The total monetary amount due on the Customer Invoice.

Load

Master-Detail(Load)

The Master-Detail relationship to the parent Load record the Customer Invoice belongs to.

Master Invoice Number

Text(50) (External ID)

When a set of invoices are collected into a single email or printed as one PDF document, all member Customer Invoices will have the same Master Invoice Number.

Net Freight Charges

Currency(16, 2)

The Net Freight Charges monetary amount.

Paid Amount

Currency(16, 2)

The current total monetary amount paid toward this Customer Invoice.

Payment Discount

Currency(16, 2)

Any monetary discount that can be applied to this Customer Invoice, such as advance payment.

Payment Discount Taken

Currency(16, 2)

Any monetary discount applied to the Customer Invoice, rolled up from the child payment records.

POD Received

Formula (Checkbox)

If “Checked,” a POD is attached to the load.

POD Required

Checkbox

If “Checked,” a POD is required to send a Customer Invoice to the customer.

Tax Amount

Currency(16, 2)

The rollup of monetary tax amounts from child tax records.

Transportation Total

Currency(16, 2)

The monetary sum of the Net Freight Charges, Fuel Surcharge, and Accessorial Charges.

Accessorial

Master-Detail(Accessorial)

The Master-Detail relationship to the parent Accessorial record the Customer Invoice Accessorial belongs to.

Charge

Currency(16, 2)

The monetary charge on the Customer Invoice for this accessorial.

Customer Invoice

Master-Detail(Customer Invoice)

The Master-Detail relationship to the parent Customer Invoice record the Customer Invoice Accessorial belongs to.

Name

Text(80)

The name and description of the accessorial.

Notes

Text(200)

Optional details related to the accessorial charge.

Quantity

Number(16, 2)

The number of units for the accessorial.

Stop

Lookup(Stop)

A lookup to the stop this accessorial is associated with.

Unit

Picklist

The type of accessorial cost category. There are many options including, “Fixed Cost,” “Percent of Amount,” “Per Cubic Foot,” “Per HU Position,” etc. No default value.

Unit Price

Number(16, 2)

The per-unit monetary cost of an accessorial.

Adjustment Amount

Currency

The monetary amount of the Customer Invoice Adjustment.

Category

Picklist

The type or category of Customer Invoice Adjustment. Values include: “Re-Class,” “Re-Weigh,” and “Other.” No default value.

Customer Invoice

Master-Detail(Customer Invoice)

The Master-Detail relationship to the parent Customer Invoice record the Customer Invoice Adjustment belongs to.

Description

Text(80)

The description of the Customer Invoice Adjustment.

Accessorials

Text(255)

One or more applied accessorial charges that renders the Customer Invoice document required.

Action

Picklist

Selection for including specific documentation for a Customer Invoice. Values include: “Never Include,” “Always Include,” “Always Include POD,” “Include if Present,” “Include if Accessorial Present,” and “Include if POD.” “Never Include” is the default value.

Carrier Upload

Checkbox

If “Checked,” the document is available in document picklists to give Carriers the ability to upload this type of document.

Customer

Lookup(Account)

A lookup to the Contact record this customer invoice document refers to. If “null” this is a global rule.

Document Type

Picklist

Selection for the type of document this record refers to. Many document types are available. Do not make changes to the values of existing entries on the list.

Modes

Text(255)

On or more Mode Ids whose presence makes this Customer Invoice Document record relevant.

Name

Auto Number

The unique record identifier. Example: CID-{0}.

Synonyms

Text(200)

Synonym used by Samsara ELD when uploading driver documents. This field is used when a document type doesn’t match what is available in the TMS.

Customer Invoice

Master-Detail(Customer Invoice)

The Master-Detail relationship to the parent Customer Invoice record the Customer Invoice Tax belongs to.

Name

Auto Number

The unique record identifier. Example: Tax-{0}.

Sales Tax

Lookup(Sales Tax)

A lookup to the Sales Tax record this customer invoice tax is calculated from.

Stop

Lookup(Stop)

A lookup to the destination stop record (if unique) this customer invoice tax is calculated against.

Tax Amount

Currency(16, 2)

The monetary amount as calculated by the Taxable Total multiplied by the Tax Rate.

Tax Rate

Percent(3,3)

The Tax Rate percentage applied to the Taxable Total field.

Taxable Total

Currency(16, 2)

The allocation of the total transportation monetary cost that this tax is calculated on.

Accounting Processed Date

Date/Time

The date and time the Customer Payment was processed; for example, when it was exported to QuickBooks.

Check/Reference Number

Text(50) (External ID)

The check or transaction number of the Customer Payment.

Comments

Text Area(255)

Any comments related to the Customer Payment.

Customer Invoice

Master-Detail(Customer Invoice)

The Master-Detail relationship to the parent Customer Invoice record the Customer Payment belongs to.

Description

Text(80)

The name/description of the Customer Payment.

Discount

Currency(16, 2)

The monetary payment discount amount taken by the customer.

Load

Master-Detail(Load)

The Master-Detail relationship to the parent Load record the Customer Invoice Payment belongs to.

Payment Amount

Currency(16, 2)

The total net payment amount.

Payment Date

Date

The date the Customer Payment was made.

Payment Type

Picklist

The type of payment made by the customer. Values include: “Company Check,” “ACH,” “Wire,” “Credit Card,” and “Other.” No default value.

A/R Ignore

Checkbox

Set to “Checked” for any quotes that should not contribute to A/R calculations.

Accept Link

Formula (Text)

Email Loop Link URL for accepting a Customer Quote.

Accessorial Charges

Currency(16, 2)

The total accessorial monetary charges for this customer quote.

Billable Weight

Number(16, 2)

The billable weight total in the weight units of the load. The greater of DIM Weight and regular Weight.

Billing Status

Picklist

The status of any related invoice to the customer quote. Values include: “Pending,” “Approved,” “Adjusted,” and “Invoiced.” “Pending” is the default value.

Calculation Type

Picklist

When calculating a rate, the type of calculation to perform. Values include: “Base,” “Minimum,” and “Maximum.” No default value.

Carrier Quote

Lookup(Carrier Quote)

A lookup to the Carrier Quote record associated with the Customer Quote.

Comments

Text Area(255)

Any comments related to the customer quote.

Credit Hold

Checkbox

Indicates if a Customer quote is on hold due to insufficient credit.

Customer Contact

Lookup(Contact)

A lookup to the Contact record for the customer contact to receive the Customer Quote.

Customer Quote

Auto Number

The unique record identifier. Example: Customer Quote {0}.

Customer Quote Total

Currency(16, 2)

The total monetary amount quoted to a customer. This field is required to send a Customer Quote.

Decline Link

Formula (Text)

The email loop link URL for Declining a Customer Quote.

Deficit Charge

Currency(10,2)

The deficit charge monetary amount based on an SMC3 tariff.

Deficit Rate

Currency(16,2)

The deficit rate based on an SMC3 tariff.

Deficit Weight

Number(12,0)

The deficit weight in pounds based on an SMC3 tariff.

Destination City

Text(40)

A shipment’s last stop consignee City.

Destination Location

Lookup(Account)

A lookup to the Account record for a shipment’s last stop consignee location.

Destination Postal Code

Text(20)

A shipment’s last stop consignee Postal Code.

Destination State/Province

Picklist

A shipment’s last stop consignee State/Province.

DIM Weight

Number(16, 2)

The dimensional weight as calculated by the Rate Entry. This is a Read-Only field.

Discount

Currency(16,2)

The total monetary discount amount from an SMC3 tariff.

Discount Percent

Percent(3,2)

The total discount percentage from an SMC3 tariff.

Distance (Kilometers)

Number(10, 2)

Populated with the negotiated distance if this is a stored-rate quote. This field is Read-Only.

Distance (Miles)

Number(10, 2)

Populated with negotiated distance if this is a stored-rate quote. This field is Read-Only.

Expiration Date

Date/Time

The date and time the Customer Quote expires.

Freight Charge Applied

Text(10)

The Net Freight Charges applied to a Customer Quote based on the tariff Rate (R), Minimum (M), or Floor (F).

Freight Charge Notes

Text(200)

Notes describing the freight charges on the customer quote.

Freight Charge Quantity

Number(16, 2)

The quantity of freight charge units on the customer quote.

Freight Charge Unit

Picklist

The rate type cost of a freight charge. “Fixed Cost” is the default value, but many others are available including: “Percent of Amount,” Per Cubic Foot,” Per Gallon,” "Per HU Position," etc.

Freight Charge Unit Price

Currency(16, 2)

The monetary cost for each freight charge unit.

Freight Charges

Currency(16, 2)

The monetary cost of freight charges based on the SMC3 tariff.

Freight Charges After Discount

Formula (Currency)

Freight charges after the Discount is applied from the SMC3 tariff.

Freight Markup

Lookup(Carrier Markup)

A lookup to the Carrier Markup record associated with the Customer Quote for freight.

Freight Surcharge

Currency(16,2)

The Freight Surcharge monetary amount.

Freight Surcharge Application

Text(10)

Indicates whether the Freight Surcharge was applied to the Net (N) or Gross (G) Amount.

Freight Surcharge Percentage

Percent(16,2)

Freight Surcharge percentage used to calculate the Freight Surcharge.

Fuel Markup

Lookup(Carrier Markup)

A lookup to the Carrier Markup record associated with the Customer Quote for fuel.

Fuel Surcharge

Currency(16, 2)

The fuel surcharge amount added to the Customer Quote.

Fuel Surcharge Notes

Text(200)

Notes describing the fuel surcharge.

Fuel Surcharge Quantity

Number(16, 2)

The quantity of fuel surcharge units.

Fuel Surcharge Source

Formula (Text)

The origin of a fuel surcharge. Possible values are “TMS” or “Breakthrough Fuel.” This field is Read-Only.

Fuel Surcharge Unit

Picklist

The type of fuel surcharge. Values include: “Fixed Cost,” “Per Mile,” “Per Kilometer,” and “Percent of Freight.” “Fixed Cost” is the default value.

Fuel Surcharge Unit Price

Currency(14, 4)

The monetary amount of each fuel surcharge unit.

Load

Lookup(Load)

A lookup to the Load record associated with this Customer Quote.

Load Summary

Formula (Text)

A summary of the load origin and destination information. Included on the Customer Rate and Load Confirmation email template.

Locked

Checkbox

If “Checked,” a Customer Quote is locked and cannot be updated.

Messages

Long Text Area(5000)

The related field to Messages on the Carrier Quote field. Provides for the ability to store optional accessorials for ocean loads.

Minimum Freight Charge Floor

Currency(10,2)

The Minimum Charge amount for a customer quote as defined in the Tariff Schedule.

Movement Type

Picklist

The shipment type for ocean loads. Values include: “Door to Door,” “Door to Port,” “Port to Door,” and “Port to Port.” No default value.

Net Freight Charges

Currency(16, 2)

The monetary amount for Freight Charges.

Origin City

Text(40)

The origin stop city for no-load quotes.

Origin Location

Lookup(Account)

A lookup to the Account record for the origin location for no-load quotes.

Origin Postal Code

Text(20)

The origin postal code for no-load quotes.

Origin State/Province

Picklist

The origin state/province code for no-load quotes.

Pricing

Picklist

The type of rate quoted. The default value is “Spot,” and “Contract” is also available.

Quote Date

Date

The date the Customer Quote was created.

Rate Entry

Lookup(Rate Entry)

A lookup to the Rate Entry record upon which the stored rate customer quote is based. This field is Read-Only.

Rate per Kilometer

Formula (Currency)

The quote total divided by the distance (from quote or load). This field is Read-Only.

Rate per Mile

Formula (Currency)

The quote total divided by the distance (from quote or load). This field is Read-Only.

Rebate Amount

Currency(16, 2)

The rebate monetary amount as determined by the customer’s rebate program.

Rebate Invoice

Lookup(Vendor Invoice)

A lookup to the Vendor Invoice record that contains the associated rebate invoice for the customer quote.

Rebate Program Entry

Lookup(Rebate Program Entry)

A lookup to the Rebate Program Entry record that calculates the rebate for the customer quote.

Routing

Text(255)

The description of complex routing information for an ocean load Customer Quote.

Site URL

Text(200)

An internal field used to support URL links email templates.

Status

Picklist

Value describing the state of the Customer Quote. The default value is “Pending,” and other values include: “Quoted,” “Accepted,” “Rejected,” “Cancelled,” “Expired,” and “Replaced.”

Tariff Minimum

Currency(10, 2)

The tariff minimum monetary amount from the SMC3 tariff.

Tax Amount

Currency(16, 2)

The rollup of “child” tax record monetary Tax Amounts. This field is Read-Only.

Tracking Information

Text Area(255)

The IP address and browser type of the TMS Site email recipient. This field is Read-Only.

Transportation Total

Currency(16, 2)

The monetary sum of Net Freight Charges, Fuel Surcharge, and Accessorial Charges.

Accessorial

Master-Detail(Accessorial)

The Master-Detail relationship to the parent Accessorial record the Customer Quote Accessorial belongs to.

Charge

Currency(16, 2)

The monetary amount for this accessorial.

Customer Quote

Master-Detail(Customer Quote)

The Master-Detail relationship to the parent Customer Quote record the Customer Quote Accessorial belongs to.

Markup

Lookup(Carrier Markup)

A lookup to the Carrier Markup record associated with the Carrier Quote Accessorial.

Name

Text(80)

The name/description of the accessorial.

Notes

Text(200)

The optional details related to the accessorial charge.

Quantity

Number(16, 2)

The number of units for an accessorial.

Quote/Contract Id

Text(100)

The identifier used with the Falvey integration to match the insurance certificate number on the customer load with the accessorial record.

Rate Entry

Lookup(Rate Entry)

A lookup to the Rate Entry record associated with the Customer Quote Accessorial.

Stop

Lookup(Stop)

A lookup to the Stop record the accessorial is associated with.

Unit

Picklist

The type of accessorial cost category. The default value is “Fixed Cost,” and many others available including: “Percent of Amount,” “Per Cubic Foot,” and “Per HU Position.”

Unit Price

Currency(16, 2)

The per-unit monetary cost of the accessorial.

Customer Quote

Master-Detail(Customer Quote)

The Master-Detail relationship to the parent Customer Quote record the Customer Quote Freight Charge Item belongs to.

Discount %

Percent(3, 2)

The discount percent associated with this Freight Charge item.

Discount Amount

Formula(Currency)

The discount monetary amount associated with this Freight Charge item.

Freight Charge

Currency(10,2)

The pre-discount Freight Charge monetary amount associated with this Freight Charge item.

Freight Charge Item Number

Auto Number

The unique record identifier. Example: Freight Charge Item-{000}.

Item

Lookup(Line Item)

A lookup to the Line Item record this Freight Charge item relates to.

Item Description

Text(255)

The item description of this Freight Charge item.

Net Freight Charge

Formula(Currency)

The Freight Charge monetary amount including the Discount amount associated with this Freight Charge item.

NMFC Class (Rated As)

Picklist

The NMFC Class for this Freight Charge item. No default value.

Rate

Currency(10,2)

The monetary rate associated with this Freight Charge item.

Weight

Number(18,0)

The weight in pounds of the line-item associated with this Freight Charge item.

Customer Quote

Master-Detail(Customer Quote)

The Master-Detail relationship to the parent Customer Quote record the Customer Quote Tax belongs to.

Name

Auto Number

The unique record identifier. Example: Tax-{0}.

Sales Tax

Lookup(Sales Tax)

A lookup to the Sales Tax record this tax is calculated from.

Stop

Lookup(Stop)

A lookup to the destination Stop record (if unique) this tax is calculated for.

Tax Amount

Currency(16, 2)

The monetary amount of the Taxable Total multiplied by the Tax Rate.

Tax Rate

Percent(3,3)

The Tax Rate percentage applied to the Taxable Total field.

Taxable Total

Currency(16, 2)

The allocation of the total transportation monetary costs that this tax is calculated for.

Customer Reference

Auto Number

The unique record identifier. Example: Customer Reference-{0}.

Load Validation Status

Picklist (Multi-Select)

The Load Statuses that are considered when validating the absence/presence of this customer reference number. Values include: “Tendered,” “Assigned,” “Dispatched,” “In Transit,” and “Delivered.” No default value.

Mode

Picklist (Multi-Select)

The load Modes that will be considered when validating the absence/presence of this customer reference number. Values include: “Truckload,” “LTL,” “Intermodal,” “Drayage,” “Ocean FCL,” “Ocean LCL,” “Air Freight,” “Flatbed,” “Bulk,” and “Parcel.” No default value.

TMS Field

Picklist

The Load and Stop fields that can be chosen as the customer reference number. Values include, “PO Number,” “PRO Number,” “Pickup/Delivery Number,” “Order Number,” and “Booking Number.” This field is dependent upon the TMS Object field. No default value.

TMS Object

Picklist

Select the TMS object “Load” or “Stop” which controls the TMS Field dependent picklist. No default value.

Transportation Profile

Master-Detail(Transportation Profile)

The Master-Detail relationship to the parent Transportation Profile record the Customer Reference Number belongs to.

Account

Master-Detail(Account)

The Master-Detail relationship to the parent Account record the Customs Broker belongs to.

Broker

Auto Number

The unique record identifier. Example: Broker-{0}.

Default

Checkbox

“Checked” for the primary Broker for a given country-to-country lane.

Destination Country

Picklist (Multi-Select)

The lane destination country or countries for this broker. Values include: “CA,” “MX,” and “US.” No default value.

Notes

Long Text Area(3000)

Notes specific to this Broker-Customer combination.

Origin Country

Picklist (Multi-Select)

The lane origin country or countries for this Broker. Values include: “CA,” “MX,” and “US.” No default value.

Transportation Profile

Master-Detail(Transportation Profile)

The Master-Detail relationship to the parent Transportation Profile record the Customs Broker belongs to.

Accessorial

Master-Detail(Accessorial)

The Master-Detail relationship to the parent Accessorial record the Default Accessorial belongs to.

Name

Auto Number

The unique record identifier. Example: Acc-{0}.

Provider

Picklist

This field indicates which party is responsible for the default accessorials. Values include: “Carrier” and “Third Party.” “Carrier” is the default value.

Transportation Profile

Master-Detail(Transportation Profile)

The Master-Detail relationship to the parent Transportation Profile record the Default Accessorial belongs to.

Default

Checkbox

If “Checked,” this filter is used when opening the Dispatch Console.

Filter Name

Text(80)

The unique record identifier.

Filter State

Long Text Area(10000)

Stores the filter details in JSON serialized form.

Type

Picklist

Selection to view in the Dispatch Console. Values include: “Driver” or “Load.” No default value.

Attachment ID

Text(18) (External ID)

The record ID of the related attachment.

Document ID

Text(50) (External ID)

The HubTran record ID for the document passed through the API.

Fingerprint

Text(100)

The unique Hashcode for a particular document version.

Is POD

Checkbox

If "Checked," the document is a Proof of Delivery.

Name

Auto Number

The unique record identifier. Example: XREF-{0}.

Page Number

Number(3, 0)

The page number of the document passed by HubTran.

Parent ID

Text(18) (External ID)

The HubTran parent ID for the document passed.