Revenova TMS 7.7 Data Dictionary

Overview

This document defines all Revenova TMS (TMS) tables and table columns (“fields”) that are added to the base Salesforce platform when installing the package.

See the Salesforce data dictionary for a description of standard Salesforce tables and columns.

Standard fields added to all Salesforce tables (such as Created By) are not defined here.

“FK” denotes a foreign key ID field. “MD” denotes a required, master/detail foreign key ID field. “RTF” denotes a rich text format field that supports multiple fonts, links, images, etc.

Accessorial

The Accessorial table contains pre-populated, read-only, reference data that describes all possible “generic” accessorials tracked in the system. You may add to this list, but please do not delete or modify existing records.

Field Name	Type	Description
Name	Text(80)	Name/Description of accessorial.
Customer Charge Code	Text(20)	Passed in EDI 210 transactions if set.
Customer Portal Selection	Boolean	“True” if accessorial should be available on the customer portal.
Enabled	Boolean	Is accessorial visible and available for use.
Mode	Picklist	The mode(s) this accessorial applies to.
Pre-Quote	Boolean	“True” is accessorial should be available when configuring a load. (“Detention”, for example, should not be available.)
Type	Picklist	Pickup, Delivery, or Load.

Account (SFDC Table)

The Account table is the foundational table of Salesforce. TMS contributes two fields to this table. Note that customers, shippers, consignees, and carriers are all modeled as account records.

Field Name	Type	Description
Customer Sales Rep	FK	Customer Sales Rep User
DBA Name	Text(80)	Doing Business As Name.
Default Payment Method	Picklist	ACH(NACHA File), Check
Posting City	Text(40)	Posting City alias for load boards.
Posting State/Province	Picklist	Posting State/Province alias for load boards.
Transportation Profile	FK	Lookup to associated Transportation Profile record.
Timezone	Picklist	Timezone ID for location.
TMS Type	Picklist	Prospect, Customer, Shipper/Consignee, Carrier, Customs Broker, Factoring Company, etc.
TMS Type for Setup	Text	Sharing Rule compatible copy of TMS Type field.
UN Location Code	Text(6)	UN Location code -- such as “CAMTR” for Montreal – required for Ocean FCL loads.

Account ELD

This Fleet Management table contains ELD-specific location information for this account.

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
ELD ID	Text(50)	ELD provider identifier for this account/location.
ELD Provider	Picklist	“Samsara”.
Geofence Radius	Integer	Geofence radius for arrival/departure events.
Geofence Type	Picklist	“Circle” or “Polygon”.
Geofence Units	Picklist	“ft” or “m”

Advance Payment Authority

This table defines Comchek/MoneyCode issuance authority levels for TMS users and contacts.

Field Name	Type	Description
Name	Auto Sequence	Record name.
Contact	FK	The Contact record being granted authority, if any.
Per Load Limit	Percent	The percent of the approved carrier quote total for a load that can be issued as a ComChek.
Per Load Maximum	Currency	The maximum dollar amount that can be issued as a ComChek against one load.
User	FK	The User record being granted authority, if any.
Issue Authority	Picklist	The type of authority the current user has to issue ePayments: Any Authorized Vendor Assigned Carrier Only

Advance Payment Fee

This table defines the processing fee deducted from a carrier invoice when a ComChek/MoneyCode is issued.

Field Name	Type	Description
Name	Auto Sequence	Record name.
Charge	Currency	The processing charge to be paid by broker to EFS/Comdata.
Fee	Currency	The processing fee to be paid by carrier to broker.
From Payment Amount	Currency	The Comchek low range to apply this processing fee.
To Payment Amount	Currency	The Comchek high range to apply this processing fee.

API Accessorial

This table defines API-specific accessorial codes used in quoting and tendering, for example, using the Project44 API.

Field Name	Type	Description
Code	Text(80)	Carrier API-specific code for accessorial.
Accessorial	MD	The generic accessorial this record specifies.
API Provider	Picklist	The API provider using this code, such as “Project44” or “Banyan”.
Subcode	Text(50)	Carrier API-specific subcode for accessorial.

Bank Account

This table defines Bank Account information for accounts (e.g. Carriers, Factoring companies, vendors).

Field Name	Type	Description
Account	Account	Master-Detail relationship to the Account table
Account Number	Encrypted(17)	Account number
Account Type	Picklist	Checking, Savings
ACH Active	Checkbox	Active bank account for the vendor
ACH Company Discretionary Data	Text(20)	NACHA field – Company’s internal use, if desired
ACH Company Information	Text(40)	NACHA field - Immediate Origin/FEIN
ACH Company Name	Text(16)	NACHA field – Payer’s company name
ACH Reference Code	Text(3)	NACHA field – Prefix for the Reference field on the header record
ACH Remittance Document	Picklist	Detail, Summary
Bank Name	Text(40)	Name of the Bank
Confirm Account Number	Encrypted(17)	Account Number 2^nd entry for confirmation purposes
Routing Number	Text(9)	Bank’s Routing Number

Carrier Equipment Type

This table tracks what equipment types are available for a given carrier (transportation profile).

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
Equipment Type	MD	The equipment type record associated with the carrier.
Number	Integer	The number of this equipment type the carrier possesses.
Transportation Profile	MD	The carrier transportation profile record.

Carrier Exclusion

This table defines carriers that are not to be used for a given customer transportation profile.

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
Carrier	MD	The carrier (account record) to exclude from consideration.
Carrier Service	FK	The carrier service to exclude.
Effective Date	Date	The start date for the exclusion if any.
Expiration Date	Date	The end date for the exclusion if any.
Lane	FK	The lane the exclusion is valid for.
Reason	Text(100)	Reason for excluding the carrier from consideration.
Transportation Profile	MD	The customer transportation profile record to which this exclusion applies.

Carrier Liability Limit

This table captures carrier liability limits based on country and NMFC class. Limits are typically per a rate per pound.

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
Carrier Service	MD	The carrier service this liability limit is associated with.
Commodity Condition	Picklist	“New” or “Used”
Country	Picklist	The country this limit applies to.
Maximum Liability	Currency	The maximum liability for any load of this class.
Mode	Text(80)	The mode name of the carrier service.
NMFC Class	Picklist	The NMFC Class(es), if any, this limit applies to.
Rate	Currency	The rate per weight unit.
Weight Units	Picklist	“lbs” or “kg”.

Carrier Markup Group

This table defines a group of Carrier Markup records used as a group.

Field Name	Type	Description
Name	Text(80)	Name of group.
Description	Text(255)	Description of group.

Carrier Markup

This table provides for cost-plus markup on carrier quotes for specific customer-carrier combinations.

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
Carrier Markup Group	FK	The group this record belongs to.
Carrier Service	FK	The carrier service this markup is associated with. If null, markup applies to all carrier services that do not have a specific record.
Lane	FK	The lane this record is relevant to.
Maximum Carrier Quote	Currency	Maximum quote amount to match this record.
Maximum Markup Amount	Currency	The maximum markup amount to return.
Minimum Carrier Quote	Currency	Minimum quote amount to match this record.
Minimum Markup Amount	Currency	The minimum markup amount to return.
Minimum Markup Percent	Percent	The minimum markup percent to return.
Mode	FK	Mode relevant to this record. Set by Carrier Service if provided.
NMFC Class	Picklist	The NMFC classes to match this record. Only relevant for LTL mode.
Target Markup Percent	Percent	The suggested target markup percent.
Transaction Fee	Currency	The suggested target transaction fee to add to the suggested markup percent.

Carrier Quote

This table contains Carrier Quotes generated by carriers to move a load.

Field Name	Type	Description
A/P Ignore	Checkbox	Set to “true” for historical loads that should not be included in A/P calculations.
Auto-Tender	Checkbox	Set to true to allow the carrier quote to be processed by the Carrier Engagement Automation job
Book It	Checkbox	Email loop support field for Book It Now feature.
Book It Source	Picklist	Source of the carrier quote Book It request.
Carrier Quote	Auto Sequence	The record name.
Accepted	Boolean	“True” when the user accepts the quote.
Accessorial Charges	Currency	The accessorial charges, if any, for the quote.
Billable Weight	Decimal	The greater of DIM Weight and regular Weight.
Carrier API Login Group	Text(40)	Project44 login group the quote was obtained from.
Carrier Service	FK	The particular carrier service record the quote is based on.
Carrier Total	Currency	The total quote amount.
Credit Hold	Boolean	“true” if load/quote cannot be tendered due to credit hold.
Deficit Charge	Currency	LTL Tariff Support field.
Deficit Rate	Currency	LTL Tariff Support field.
Deficit Weight	Integer	LTL Tariff Support field.
DIM Weight	Decimal	Dimensional weight as calculated by Rate Entry.
Direct/Interline	Picklist	“Direct”, “Interline”, or “Unspecified”.
Disclaimer	Text(5000)	Any disclaimer text related to the quote. Sometimes populated with API-based quotes.
Discount	Currency	Any discount applied to the Freight Charges based on the customer.
Discount Percent	Percent	The Discount as a percent of the Freight Charges.
Effective Date	Date	The effective date of the quote, usually the day it is generated.
Estimated Delivery Date	Date	The estimated delivery date for the load, based on the service class/transit days quoted.
Estimated Transit Time (Days)	Integer	The estimated transit time in days for the load for this service class.
Freight Charge Applied	Currency	LTL Tariff Support field.
Freight Charge Notes	Text(200)	Notes related to the freight charge.
Freight Charge Quantity	Decimal	Amount of freight charge unit present.
Freight Charge Unit	Picklist	Type of per-xxx for freight charge.
Freight Charge Unit Price	Currency	How much each freight charge unit costs.
Freight Charges	Currency	The Freight Charges charge, before any discount Is applied.
Freight Charges After Discount	Currency	LTL Tariff Support field.
Freight Charges after Discount/Minimums	Currency	LTL Tariff Support field.
Freight Surcharge	Currency	LTL Tariff Support field.
Freight Surcharge Application	Currency	LTL Tariff Support field.
Freight Surcharge Percentage	Currency	LTL Tariff Support field.
Fuel Surcharge	Currency	The fuel surcharge amount, if any.
Fuel Surcharge Notes	Text(200)	Notes related to the fuel surcharge.
Fuel Surcharge Quantity	Decimal	Amount of fuel surcharge unit present.
Fuel Surcharge Unit		Type of per-xxx for fuel surcharge.
Fuel Surcharge Unit Price	Currency	How much each fuel surcharge unit costs.
Load	MD	The load the quote refers to.
Margin	Percent	LTL Workbench Support field.
Markup	Currency	LTL Workbench Support field.
Master Invoice Number	Text(50)	Invoice number (for multiple invoices)
Messages	Text(5000)	Any messages related to the quote. Sometimes populated with API-based quotes.
Minimum Freight Charge Floor	Currency	LTL Tariff Support field.
Movement Type	Picklist	“Door to Door”, etc. for Ocean loads.
Net Freight Charges	Currency	The Freight Charges charge, net of customer discount.
Order Number	Text(50)	The load’s customer order number, if any.
Pickup Only	Boolean	If “true” set pickup only flag for Project44 tender API calls.
Priority	Priority	Set to the Priority of the Rate Entry for the quote
Quote/Contract Id	Text(100)	The quote/contract ID returned with an API quote, used later when tendering.
Rate Entry	FK	The rate entry record upon which this stored rate quote is based.
Rate Entry Source	Text(80)	Name of the Transportation Profile in the Rate Entry used in the quote
Reason for Acceptance	Picklist	Reason for accepting a quote where other preferred quotes are not accepted.
Removal Charge	Decimal	Additional charges for removing carrier (information only).
Removal Charge Accessorial	Text(255)	Accessorial name under which the removal charge was captured.
Removal Comments	Text(255)	Carrier removal comments.
Removal Reason	Picklist	Reason for carrier removal.
RFP	FK	LTL Workbench support field.
Routing	Text(255)	Description of complex routing for Ocean load quote.
Sales Floor	Currency	The not-to-go-below guidance for customer sales reps.
Selection Reason	Picklist	Reasons for not selecting cheapest carrier quote on the portal.
Service Class	Text(255)	The carrier service class, if any.
Service Class Code	Text(20)	The carrier service class code, if any.
Settlement Comments	Text(255)	Internal comments related to settlement.
Settlement Contact	FK	Contact at carrier for settlement issues.
Settlement Documents Received	Picklist	Settlement documents provided by carrier to date. Uses Settlement Document Types global picklist.
Settlement Issues	Picklist	Issues preventing quote-invoice settlement.
Settlement Status	Picklist	Status of carrier quote-invoice settlement process.
Settlement Status as of	Datetime	Set each time Settlement Status changes.
Tender Accepted By	Text(100)	Name of user accepting the tender.
Tender Accepted By Email	Email	Email address of user accepting the tender.
Tender Accepted Date	Datetime	Date and time of when the tender was accepted by the carrier.
Stored Rate Quote	Boolean	“true” if generated by an internal stored rate calculation.
Tender Contact	FK	Contact who is “To” recipient of tender email.
Tender CC List	Text(250)	Emails who are CCed on tender email.
Tender Hold	Boolean	If “true” tender will be prevented.
Tender Declined Comments	Text(255)	Additional comments for why a carrier declined the tender.
Tender Declined Reason	Picklist	Reason for the carrier declining the tender.
Tender Expiration Date	Datetime	Date and time when the carrier quote tender expires
Tender Hold Reason	Text(255)	Reason for tender hold.
Tender Sent By	FK	The user who sent the tender.
Tender Sent Date	Datetime	Date and time of when the Tender was sent to the carrier
Tender Status	Picklist	Queued, Sent, Assigned, Rejected, Expired, On Hold
Tracking Information	Text(255)	IP address and browser type of TMS Site email recipient.
Variance Description	Text(255)	Reason detail why invoice does not match carrier quote.
Variance Reason	Picklist	Reason(s) why invoice does not match carrier quote.
Vendor	FK	The capacity provider for the load. Usually the carrier.
Vendor Invoice Date	Date	The carrier-provided invoice issue date.
Vendor Invoice Number	Text(40)	The carrier-provided vendor invoice number.
Vendor Payment Terms	FK	Payment terms for the carrier invoice.
Vendor Settlement Total	Currency	The invoice total provided by HubTran or the Carrier Portal.
Vendor Settlement Variance	Currency	The Vendor Settlement Total minus the Carrier Quote Total.

Carrier Quote Accessorial

This table contains accessorials charges specific to a carrier quote.

Field Name	Type	Description
Name	Text(80)	Carrier-specific name/description of accessorial.
Accessorial	FK	The generic accessorial this record relates to.
Carrier Accessorial	FK	The carrier-specific accessorial record this record relates to.
Carrier Quote	MD	The carrier quote this accessorial charge refers to.
Charge	Currency	The charge from the carrier for this accessorial.
Code	Text(20)	The standard accessorial code employed by the carrier.
Notes	Text(200)	Optional details related to the accessorial charge.
Quantity	Decimal	Amount of Units.
Quote/Contract Id	Text(100)	Identifier used with Falvey integration to match the insurance certificate number on the Customer Load with the accessorial record.
User Added	Boolean	“False” if an API-generated quote automatically added this accessorials based on Origin/Destination conditions. “True” if manually added by the user.
Stop	FK	The stop this accessorial is associated with, if available.
Unit	Picklist	Costing unit of measure.
Unit Price	Decimal	Per-unit price.

Carrier Service

This table defines how carriers quote, tender, and update the status of loads.

Field Name	Type	Description
API Provider	Text(50)	API Provider for API-based carrier services.
Name	Text(80)	The name of the carrier (service).
Batch Status Emails	Boolean	If “true”, batch email-based carrier load status requests.
Carrier	FK	The carrier (account) record associated with this carrier service.
Credentials	FK	The credentials record associated with this record, if an API-based carrier service.
Dimension Units	Picklist	Dimension units for L/W/H thresholds.
EDI Provider	Picklist	“Kleinschmidt”, “Cleo”, Custom EDI”, or “Orderful”.
Enabled	Boolean	If true, this carrier service can be used to quote and tender loads.
Load Tender Page Settings	Picklist	Determines the fields displayed to the carrier when accepting/declining the tender.
Logo Document Id	Text(18)	The record ID of a document/image that should display on the customer portal for this carrier service.
Maximum HU Count	Integer	Threshold field related to handling unit count.
Maximum HU Height	Decimal	Threshold field related to handling unit dimensions.
Maximum HU Length	Decimal	Threshold field related to handling unit dimensions.
Maximum HU Width	Decimal	Threshold field related to handling unit dimensions.
Maximum HU Weight	Decimal	Threshold field related to per-handling unit weight.
Maximum Weight	Integer	The maximum load weight this carrier service supports.
Maximum Linear Feet	Decimal	Threshold field related to linear feet.
Maximum Volume	Integer	Threshold field related to load volume.
Minimum Linear Feet	Decimal	Threshold field related to linear feet.
Minimum Weight	Integer	The minimum load weight this carrier service supports.
Mode	MD	The mode this carrier service falls under.
Mode Name	Text(80)	The mode name; for example, “Truckload”.
Pickup Only	Boolean	If “true” set pickup only flag for Project44 tender API calls.
Quote Contact	FK	The contact for email-based quotation.
Quote Method	Picklist	The method used to quote; for example, “Email” or “API”.
Rating	Picklist	“A”-“F” rating of carrier performance.
Service Notes	Text(1000)	Service notes customer portal users should see on quotes.
Settlement Contact	FK	The contact for settlement-related issues.
Status Contact	FK	The contact for email-based load status.
Status Method	Picklist	The method used to obtain load status; for example, “Email” or “API”.
Tender Contact	FK	The contact for email-based tendering.
Tender Method	Picklist	The method used to tender loads; for example, “Email” or “API”.
Transportation Profile	FK	The transportation profile associated with the carrier and carrier service.
VLTL	Boolean	“true” for VLTL carrier service records.
Volume Units	Picklist	Threshold field related to load volume.
Weight Units	Picklist	“lbs” or “kg” for Maximum and Minimum Weight fields.

Checklist Item

This Fleet Management table captures inspection report checklist items.

Field Name	Type	Description
Checklist Item	Text(80)	Record identifier.
Category	Picklist	What is being inspected.
Inspection Comments	Text(255)	Comments.
Inspection Report	MD	Parent inspection report record.
Order	Integer	Order of item in inspection report.
Service Technician Comments	Text(255)	Comments.
Status	Picklist	Pending, Passed, or Failed.

Claim

This table captures damages, shorts and other types of customer claims against defective loads.

Field Name	Type	Description
Claim Number	Auto Sequence	The unique claim identifier.
Amount Claimed	Currency	The amount claimed (for damages, etc.)
Carrier Claim Number	Text(50)	The carrier claim system identifier if a claim has been entered on the carrier’s web site.
Claim Date	Date	The date the claim was created.
Description	RTF(5000)	Area to describe issue and attach images.
Load	MD	The load the claim is against.
Status	Picklist	The status of the claim, such as “Open”.

Commodity

This table captures reference data related to recurring line item commodities.

Field Name	Type	Description
Name	Auto Sequence	The unique record identifier.
Commodity Catalogue	FK	Parent commodity catalogue.
Description	Text(255)	Commodity description.
Dimension Units	Picklist	Dimension units of handling unit.
Extended Price	Currency	Price of commodity.
Handling Units	Picklist	Handling units type.
HazMat	Boolean	“True” if a line item is a hazardous material.
HazMat Class/Division	Picklist	HazMat category, such as “9” or “2.1”.
HazMat Contact	FK	HazMat contact lookup for commodity.
HazMat Number	Text(4)	United Nations number code for HazMat material.
HazMat Number Type	Picklist	“UN” or “NA”
HazMat Packaging Group	Picklist	“I”. “II”, or “III”.
Height	Decimal	Handling unit height.
HS Code	Text(7)	Harmonized System (HS) code for tax/tariff purposes.
HTS Code	Text(12)	Harmonized Tariff Schedule code for tax/tariff purposes.
HU Count	Integer	Count of handling units.
Item Number	Text(50)	Unique identifier or SKU for commodity.
Length	Decimal	Handling unit length.
NMFC Class	Picklist	Standard NMFC class for LTL load.
NMFC Number	Text(20)	NMFC Number for LTL load.
Packaging Units	Picklist	Type of packaging unit.
PU Count	Integer	Count and packaging units.
Schedule B Code	Text(12)	Schedule B code for tax/tariff purposes.
Stackable	Boolean	Is commodity handling unit stackable?
Turnable	Boolean	Is commodity handling unit turnable?
Weight	Integer	Weight of commodity.
Weight Units	Picklist	lbs or kg.
Width	Decimal	Handling Unit width.

Commodity Catalogue

This table captures reference data related to recurring line item commodities.

Field Name	Type	Description
Name	Text(80)	The unique record identifier.
Description	Text(255)	Commodity description.

Contact (SFDC Table)

This a standard Salesforce table. TMS contributes one field to this table.

Field Name	Type	Description
Transportation Role	Picklist	The role of the contact. For example, “Shipping”, “Receiving”.

Container

This table defines container information for loads.

Field Name	Type	Description
Container Number	Text(80)	Name of container, such as “BNSF1234567”.
Actual Arrival Date (D)	Date	Container status related.
Actual Arrival Time (D)	Time	Container status related.
Actual Departure Date (L)	Date	Container status related.
Actual Departure Time (L)	Time	Container status related.
Available Date (D)	Date	Container status related.
Available Time (D)	Time	Container status related.
Booking Number	Text(30)	Ocean voyage booking number.
Container Status	Picklist	Container status.
Container Status Comments	Text(255)	Container status.
Customer	Formula(Text)	Customer for the load.
Discharged Date (D)	Date	Container status related.
Discharged Time (D)	Time	Container status related.
Earliest Pickup Date (L)	Date	Container status related.
Earliest Pickup Time (L)	Time	Container status related.
Earliest Return Date – Demurrage (L)	Date	Container status related.
Earliest Return Time – Demurrage (L)	Time	Container status related.
Equipment Type	FK	Container type.
Estimated Arrival Date (D)	Date	Container status related.
Estimated Arrival Time (D)	Time	Container status related.
Estimated Departure Date (L)	Date	Container status related.
Estimated Departure Time (L)	Time	Container status related.
Gated In Empty Date (D)	Date	Container status related.
Gated In Empty Time (D)	Time	Container status related.
Gated In Full Date (L)	Date	Container status related.
Gated In Full Time (L)	Time	Container status related.
Gated Out Empty Date (L)	Date	Container status related.
Gated Out Empty Time (L)	Time	Container status related.
Gated Out Full Date (D)	Date	Container status related.
Gated Out Full Time (D)	Time	Container status related.
Geolocation	Geolocation	Container location.
Geolocation as of	Datetime	Container location date/time.
Import/Export	Formula(Text)	Import, Export, or Domestic.
Last Free Date - Demurrage (D)	Date	Container status related.
Last Free Time - Demurrage (D)	Time	Container status related.
Last Free Date - Detention (D)	Date	Container status related.
Last Free Time - Detention (D)	Time	Container status related.
Last Free Date - Detention (L)	Date	Container status related.
Last Free Time - Detention (L)	Time	Container status related.
Load	MD	The load the container belongs to.
Load Status	Formula(Text)	Load status.
Load/Unload Type	Picklist	Type of load/unload.
Loaded On Board Date (L)	Date	Container status related.
Loaded On Board Date (L)	Time	Container status related.
Mode	Formula(Text)	The load’s mode name.
Port/Terminal of Discharge	FK	The discharge port/terminal account record.
Port/Terminal of Discharge Timezone	Formula(Text_	Port/Terminal IANA Timezone.
Port/Terminal of Load	FK	The load port/terminal account record.
Port/Terminal of Load Timezone	Formula(Text_	Port/Terminal IANA Timezone.
Route Information	Text(500)	Textual itinerary for voyage(s).
SCAC	Text(6)	SCAC of ocean/rail carrier of container.
Scheduled Arrival Date (D)	Date	Container status related.
Scheduled Arrival Time (D)	Time	Container status related.
Scheduled Departure Date (L)	Date	Container status related.
Scheduled Departure Time (L)	Time	Container status related.
Terminal Cut-Off Date (L)	Date	Container status related.
Terminal Cut-Off Time (L)	Time	Container status related.
Tracking	Picklist	On or Off.
Tracking Number	Text(40)	Tracking Number for tracking API.
Tracking Provider	Text(40)	Tracking API Provider.

Container Console Configuration

This table defines user filters created in the Container Console.

Field Name	Type	Description
Name	Text(80)	Name of filter.
Default	Boolean	If “true” this is the default filter on open of console.
State	Text(10000)	JSON serialized filter definition.
Visibility	Picklist	Public or Private.

Container/Trailer (Obsolete)

This table defines ocean container information for loads. Ocean loads will fill one or more containers.

Field Name	Type	Description
Container/Trailer Number	Text(80)	Name of container, such as “BNSF1234567”.
Cargo Weight	Integer	Cargo weight in container.
Container Drop-Off Location	Text(255)	Where dray driver should drop container.
Container Pickup Location	Text(255)	Where dray driver should pick up container.
Contents Description	Text(255)	Free-form description of container contents.
Description	Text Formula	Name of Equipment Type parent record.
Equipment Type	MD	The parent Equipment Type record.
Gross Weight	Integer Formula	Cargo Weight + Tare Weight.
ISO Size Type	Text Formula	The ISO Size Type of the parent Equipment Type record.
ISO Type Group	Text Formula	The ISO Type Group of the parent Equipment Type record.
Load	MD	The load this container is associated with.
Maximum Weight	Integer	The maximum loaded weight allowed for this container.
Original Reference	FK	References container from customer load if this belongs to a carrier load in a freight plan.
Overweight	Boolean Formula	“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	Integer	The empty weight of the container.
Temperature Setting	Decimal(3,2)	The temperature setting for temperature controlled loads.
Temperature Units	Picklist	“Fahrenheit” or “Celsius”.
Verification Delegated	Boolean	“true” if VGM delegated to third party.
Verification Signature	Text(100)	Signature of VGM verifier.
Verification Signature Date	Datetime	Date and time of VGM signature.
Verified Gross Mass	Decimal(10,2)	Verified Gross Mass of container.
VGM Determination Date	Datetime	Date and time of VGM determination.
VGM Submitted	Boolean	“true” if VGM submitted (to INTTRA).
Volume	Integer	Volume of line items in container.
Volume Units	Text Formula	Volume units of parent load record.
Weight Units	Text Formula	Weight units of parent Load record.

Container/Trailer Line Item (Obsolete)

This table defines ocean container line item contents information for a specific load and container.

Field Name	Type	Description
Item	Auto Sequence	Record identifier.
Container/Trailer	FK	The parent container.
Handling Units	Text Formula	The handling units of the contained line item.
Handling Unit Count	Integer	The number of handling units in the container for the line item.
Item Description	Text Formula	The line item description.
Line Item	MD	The line item allocated to this container (in whole or part).
Packaging Units	Text Formula	The packaging units of the contained line item.
Packaging Unit Count	Integer	The number of packaging units in the container for the line item.
Summary	Text(255)	Computed summary of line item contents.
Volume	Integer Formula	Volume of line item in container.
Volume Units	Text Formula	Volume units of parent line item record.
Weight	Integer	The weight of the line item specific to this container.
Weight Units	Text Formula	The line item weight units.

Credit Limit

This table stores shared credit limit records that can be assigned to customer Transportation Profiles.

Field Name	Type	Description
Name	Text(80)	Record identifier.
A/R Current	Currency	Current accounts receivable across related customers.
A/R Past Due	Currency	Past due accounts receivable across related customers.
A/R Unbilled	Currency	Unbilled accounts receivable and accepted customer quotes across related customers.
Credit Limit Amount	Currency	Global credit limit to be shared by related customers.
Credit Limit Available	Formula(Currency)	Global remaining credit limit shared by related customers.
Credit Limit Utilized	Formula(Currency)	Global utilized credit limit shared by related customers.
Description	Text(255)	Description of credit limit.
Unapplied Cash/Credit Memos	Currency	“Adders” to the credit limit available shared by related customers.

Customer Invoice

This table contains load-specific invoices to be sent to the customer or accounting system.

Field Name	Type	Description
Invoice Number	Text(80)	Invoice Number.
Accessorial Charges	Currency	Total accessorial charges for this invoice.
Accounting Processed Date	Datetime	Date and time the invoice was processed; for example, when it was exported to QuickBooks.
Adjustments	Currency	Adjustment for re-weigh, re-classification, etc.
Balance Due	Currency	The Invoice Total field minus the Paid Amount field and the Payment Discount field.
Billing Account	Text	The Billing Contact’s Account name.
Billing Contact	FK	The billing contact at the customer the invoice will be sent to.
Billing Contact Email	Email	For list view filtering and quick view of missing email addresses.
Billing Method	Picklist	“Email”, “EDI”, or “Print”.
Customer Quote	FK	The customer quote this invoice was auto-generated from.
Date Sent	Datetime	Set when one invoice emailed or bulk email/print of invoice list.
Days Past Due	Decimal	The number of days past due for late-paid invoices.
Disputed	Boolean	Was invoice disputed.
Dispute Contact	FK	Contact who provided the dispute information.
Dispute Date	Datetime	Datetime dispute was entered.
Dispute Detail	Text(255)	Dispute detailed description.
Dispute Reason	Picklist	General category of dispute, such as “Damaged Load”.
Dispute Resolution	Text(255)	Dispute resolution detailed description.
Dispute Resolved Date	Datetime	Datetime dispute was resolved.
Dispute Status	Picklist	“Open” or “Closed”.
EDI Processed Date	Datetime	The date and time the invoice was sent via an EDI 210 transaction.
Fuel Surcharge	Currency	The fuel surcharge line item for this invoice.
Invoice Date	Date	The date the invoice was generated.
Invoice Due Date	Date	The invoice due date.
Invoice Total	Currency	The total amount due.
Load	MD	The load this invoice is related to.
Master Invoice Number	Text(50)	Optional master invoice number if consolidated invoices are used.
Net Freight Charges	Currency	The Net Freight Charges field charge.
Paid Amount	Currency	The total amount paid to date against this invoice.
Payment Discount	Currency	Any discount that can be taken against this invoice, possibly for early payment.
Payment Discount Taken	Currency	Any discount actually taken, rolled up from child payment records
POD Received	Boolean	“true” if a POD is attached to the load.
POD Required	Boolean	“true” if POD is required to invoice this customer.
Tax Amount	Currency	The rollup of tax amounts from “child” tax records.
Transportation Total	Currency	The sum of Net Freight Charges, Fuel Surcharge, and Accessorial Charges.

Customer Invoice Accessorial

This table contains accessorial line item charges for a customer invoice.

Field Name	Type	Description
Name	Text(80)	The name/description of accessorial.
Accessorial	MD	The generic accessorial this record relates to.
Charge	Currency	The charge to the customer for this accessorial.
Customer Invoice	MD	The customer invoice this accessorial charge refers to.
Notes	Text(200)	Optional details related to the accessorial charge.
Quantity	Decimal	Number of Units.
Stop	FK	The stop this accessorial is associated with, if available.
Unit	Picklist	Type of accessorial cost category.
Unit Price	Currency	Per-unit cost of accessorial.

Customer Invoice Adjustment

This table contains charges for re-weighs, re-classifications, and other unexpected load configuration issues.

Field Name	Type	Description
Name	Text(80)	The description of adjustment.
Adjustment Amount	Currency	The amount of the adjustment
Category	Picklist	The type or category of adjustment.
Customer Invoice	MD	The invoice record this adjustment relates to.

Customer Invoice Document

This table defines customer-specific documents required for customer invoice generation.

Field Name	Type	Description
Name	Auto Sequence	The record identifier.
Accessorials	Text(255)	One or more accessorials whose presence makes this document type required.
Action	Picklist	“Never Include”, “Always Include”, “Always Include POD”, “Include if Present”, “Include if Accessorial Present”, or “Include if POD”.
Carrier Upload	Boolean	If “true” show in document picklists shown to carriers for upload.
Customer	FK	The customer this record refers to. If “null” this is a global rule.
Document Type	Picklist	The document type this record refers to.
Modes	Text(255)	On or more mode Ids whose presence makes this record relevant.
Synonyms	Text(200)	Synonym used by Samsara ELD when uploading driver documents.

Customer Invoice Tax

This table contains (Canadian sales) tax records for a customer invoice.

Field Name	Type	Description
Name	Auto Sequence	The tax record identifier.
Customer Invoice	MD	The customer invoice this tax relates to.
Sales Tax	FK	The Sales Tax record this tax is calculated from.
Stop	FK	The destination stop (if unique) this tax is calculated against.
Taxable Total	Currency	The allocation of the total transportation costs that this tax is calculated against.
Tax Amount	Currency	The Taxable Total x Tax Rate.
Tax Rate	Percent(3,3)	The Tax Rate applied to the Taxable Total field.

Customer Payment

This table contains any customer payments against customer invoices.

Field Name	Type	Description
Accounting Processed Date	Datetime	Date and time the payment was processed; for example, when it was exported to QuickBooks.
Description	Text(80)	The name/description of the payment.
Check/Reference Number	Text(50)	The check or transaction number of the payment.
Comments	Text(255)	Any comments/memo related to the payment.
Customer Invoice	MD	The customer invoice the payment is applied to.
Discount	Currency	The payment discount taken by the customer.
Load	MD	The load this payment is made against.
Payment Amount	Currency	The total net payment amount.
Payment Date	Date	The date the payment was made.
Payment Type	Picklist	The type of payment, such as “ACH”.

Customer Quote

This table contains all customer quotes on loads or potential loads.

Field Name	Type	Description
Accept Link	URL	Email Loop Link
A/R Ignore	Checkbox	Set to “true” for historical quotes that should not contribute to A/R calculations.
Billable Weight	Decimal	The greater of DIM Weight and regular Weight.
Customer Quote	Auto Sequence	The unique quote identifier.
Accessorial Charges	Currency	The total accessorial charges for this quote, if any.
Comments	Text(255)	Any free-form comments related to this quote.
Credit Hold	Checkbox	Indicates if a quote is on Hold or not.
Customer Contact	FK	The customer contact who will receive this quote.
Customer Quote Total	Currency	The total quote amount.
Decline Link	URL	Email Loop Link
Deficit Charge	Currency(10,2)	Deficit Charge based on SMC3 tariff
Deficit Rate	Currency(16,2)	Deficit Rate based on SMC3 tariff
Deficit Weight	Number(12,0)	Deficit Weight based on SMC3 tariff
Destination City	Text(40)	The destination stop city for no-load quotes.
Destination Location	FK	The destination location (account) for no-load quotes.
Destination Postal Code	Text(20)	The destination postal code for no-load quotes.
Destination State/Province	Picklist	The destination state/province code for no-load quotes.
DIM Weight	Decimal	Dimensional weight as calculated by Rate Entry.
Discount	Currency(16,2)	Total discount amount from SMC3 tariff
Discount Percent	Percent(3,0)	Total discount percentage from the SMC3 tariff.
Distance (Kilometers)	Decimal	Populated with negotiated distance if this is a stored-rate quote.
Distance (Miles)	Decimal	Populated with negotiated distance if this is a stored-rate quote.
Expiration Date	Datetime	The date and time this quote expires.
Freight Charge Applied	Text(10)	Indicates whether Net Freight Charges was based on the tariff Rate (R), Minimum (M) or Floor (F)
Freight Charge Notes	Text(200)	Notes related to the freight charge.
Freight Charge Quantity	Decimal	Amount of freight charge unit present.
Freight Charge Unit	Picklist	Type of per-xxx for freight charge.
Freight Charge Unit Price	Currency	How much each freight charge unit costs.
Freight Surcharge	Currency(16,2)	Applicable Freight Surcharge 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 Surcharge	Currency	The fuel surcharge amount, if any.
Fuel Surcharge Notes	Text(200)	Notes related to the fuel surcharge.
Fuel Surcharge Quantity	Decimal	Amount of fuel surcharge unit present.
Fuel Surcharge Source	Formula(Text)	“TMS” or “Breakthrough Fuel”.
Fuel Surcharge Unit	Picklist	Type of per-xxx for fuel surcharge.
Fuel Surcharge Unit Price	Currency	How much each fuel surcharge unit costs.
Load	FK	The associated load, if already created.
Load Summary	Text(255)	A summary of the load O/D information.
Messages	Text(5000)	Sister field to carrier quote field; stores optional accessorials for ocean loads.
Minimum Freight Charge Floor	Currency(10,2)	Minimum Charge Floor defined in Tariff Schedule.
Movement Type	Picklist	“Door to Door”, etc. for Ocean loads.
Net Freight Charges	Currency	The Freight Charges charge.
Origin City	Text(40)	The origin stop city for no-load quotes.
Origin Location	FK	The origin location (account) 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 – “Contract” or “Spot”.
Quote Date	Date	The date the quote was created.
Rate Entry	FK	The rate entry record upon which this stored rate quote is based.
Rate per Kilometer	Currency	The quote total divided by distance (from quote or load).
Rate per Mile	Currency	The quote total divided by distance (from quote or load).
Rebate Amount	Currency	Amount of the rebate.
Rebate Invoice	FK	Vendor invoice record capturing payment of the rebate.
Rebate Program Entry	FK	Rebate program entry record that generated the rebate.
Routing	Text(255)	Description of complex routing for Ocean load quote.
Site URL	Text(200)	Internal field used to support email links.
Status	Picklist	“Pending” when created”; “Accepted” when accepted by customer.
Stored Rate Quote	Boolean	“true” if generated by an internal stored rate calculation.
Tax Amount	Currency	The rollup of “child” tax record Tax Amounts.
Tracking Information	Text(255)	IP address and browser type of TMS Site email recipient.
Transportation Total	Currency	The sum of Net Freight Charges, Fuel Surcharge, and Accessorial Charges.

Customer Quote Accessorial

This table contains customer quote accessorial charge line items.

Field Name	Type	Description
Name	Text(80)	The name/description of accessorial.
Accessorial	MD	The generic accessorial this record relates to.
Charge	Currency	The charge for this accessorial.
Customer Quote	MD	The customer quote this accessorial charge refers to.
Notes	Text(200)	Optional details related to the accessorial charge.
Quantity	Decimal	Amount of Units of accessorial.
Quote/Contract Id	Text(100)	Identifier used with Falvey integration to match the insurance certificate number on the Customer Load with the accessorial record.
Stop	FK	The stop this accessorial is associated with, if available.
Unit	Picklist	Type of accessorial cost category.
Unit Price	Currency	Per-unit cost of accessorial.

Customer Quote Tax

This table contains (Canadian sales) tax records for a customer quote.

Field Name	Type	Description
Name	Auto Sequence	The tax record identifier.
Customer Quote	MD	The customer quote this tax relates to.
Sales Tax	FK	The Sales Tax record this tax is calculated from.
Stop	FK	The destination stop (if unique) this tax is calculated against.
Taxable Total	Currency	The allocation of the total transportation costs that this tax is calculated against.
Tax Amount	Currency	The Taxable Total x Tax Rate.
Tax Rate	Percent(3,3)	The Tax Rate applied to the Taxable Total field.

Customs Broker

This table defines customer-specific customs broker information for cross-border loads.

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
Account	MD	The customs broker account record.
Default	Boolean	“true” for primary broker for a given country-to-country lane.
Destination Country	Picklist	Lane destination country or countries for this broker.
Notes	Text(3000)	Notes specific to this broker-customer combination.
Origin Country	Picklist	Lane origin country or countries for this broker.
Transportation Profile	MD	The customer transportation profile that uses broker for this lane.

Default Accessorial

This table defines location-based default accessorials that should be automatically added to a load when created.

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
Accessorial	MD	The accessorial this record refers to.
Provider	Picklist	“Carrier” or “Third Party”.
Transportation Profile	MD	The shipper/consignee profile for this location.

Dispatch Console Filter

This Fleet Management table contains driver and load filters defined by users for the Dispatch Console.

Field Name	Type	Description
Filter Name	Text(80)	Record identifier.
Default	Boolean	If “true” this filter is used when opening the Dispatch Console.
Filter State	Text(10000)	Stores filter details in JSON serialized form.
Type	Picklist	Driver or Load.

Document Cross Reference

This table supports HubTran document versioning.

Field Name	Type	Description
Name	Auto-Sequence	Record Identifier
Attachment ID	Text(18)	Record ID of the related attachment.
Document ID	Text(50)	HubTran record ID for the document passed.
Fingerprint	Text(100)	Unique Hashcode for particular document version.
Page Number	Integer	Page of the document as passed by HubTran.

Document Options

This table contains look-and-feel options for emails and documents created and sent to customers, carriers, and drivers.

Field Name	Type	Description
Name	Text(80)	The name of the record, such as “Global Defaults”.
BOL Legal Text	RTF(10000)	Bill of Lading legal text.
Carrier Application Appendix	RTF(10000)	Online carrier application Appendix field.
Carrier Application Company Instructions	RTF(5000)	Online carrier application instructions field.
Carrier Application Contact Instructions	RTF(5000)	Online carrier application instructions field.
Carrier Application Country Select Instr	RTF(5000)	Online carrier application instructions field.
Carrier Application Country Selection	Picklist	USA, Canada, Mexico
Carrier Application Email Template	Picklist	Email template to use to send the carrier application back to the carrier.
Carrier Application Enable E-Signature	Checkbox	Online carrier application setting that allows the client to show and require (or hide) the e-signature box in the Company Agreement page.
Carrier Application FMCSA Instructions	RTF(5000)	Online carrier application instructions field.
Carrier Application Hide Factor Co Entry	Checkbox	If checked, the carrier application will hide the user's ability to search for a Factor company
Carrier Application Insure Instructions	RTF(5000)	Online carrier application instructions field.
Carrier Application Instructions CA	RTF(5000)	Online carrier application instructions field.
Carrier Application Instructions MX	RTF(5000)	Online carrier application instructions field.
Carrier Application Instructions US	RTF(5000)	Online carrier application instructions field.
Carrier Application Optional Sections	Text(200)	List of optional sections to display in the carrier application.
Carrier Application Paym Method Choices	Multi-Select Picklist	List of Payment Method choices to make available in the carrier application.
Carrier Application Post Submission Text	RTF(30000)	Online carrier application instructions field.
Carrier Application Reply To Email	Email	The email address that the carrier will reply to after they receive the carrier application PDF
Carrier Application Require Bank Account	Checkbox	When checked, the Bank Account information is required in the Online carrier application.
Carrier Application Start Instructions	RTF(30000)	Online carrier application instructions field.
Carrier Application T and C Instructions	RTF(5000)	Online carrier application instructions field.
Carrier Application T C Acknowledgement	RTF(1000)	Online carrier application instructions field.
Carrier Application Terms and Conditions	RTF(90,000)	Online carrier application instructions field.
Carrier Application Upload Instructions	RTF(5000)	Online carrier application instructions field.
Carrier Book It Message	Text(1000)	Email Loop support text.
Carrier Document Request Email Template	FK	Communication template for carrier document requests.
Carrier Load Confirm Accept Message	RTF(2000)	Text displayed upon load tender accept by carrier.
Carrier Load Confirm Decline Message	RTF(2000)	Text Displayed upload load tender decline by carrier.
Carrier Load Confirm Footer	RTF(10000)	Carrier Rate and Load Confirmation PDF document footer text.
Carrier Load List Instructions	RTF(1000)	Email loop support text.
Carrier Load Status Email Template	FK	Communication template selected for carrier status email for single loads.
Carrier Load Status Batch Email Template	FK	Communication template selected for carrier status email for multiple loads.
Carrier Load Tender Email Template	FK	Communication template selected for load tender email.
Carrier Load Tender Email Template 2	FK	Communication template selected for load tender post-accept email (when shipper/consignee identity masking is used).
Carrier Load Tender Email Template 3	FK	Communication template selected for load tender when load is assigned on sending of email.
Carrier Load Tender Footer	RTF(10000)	Text displayed on the carrier tender accept/decline interface.
Carrier Load Tender Instructions	RTF(10000)	Text displayed on the carrier tender accept/decline interface.
Carrier Quotation Load Expired Message	RTF(500)	Error message to display to the carrier in RFP after the load has expired.
Carrier Quotation No Longer Available	RTF(500)	Error message to display to the carrier in RFP after the load is not available.
Carrier Quotation Tender Expired Message	RTF(500)	Error message to display to the carrier in RFP after the quote has expired.
Carrier Quotation Request Email Template	FK	Communication template selected for carrier RFQ email.
Carrier Quotation Request Footer	RTF(10000)	Carrier RFQ PDF document legal text footer.
Carrier Quotation Submit Message	RTF(2000)	Message displayed when carrier submits quote.
Carrier Quote Footer	RTF(2000)	Email loop support text.
Carrier Quote Submit Message	Text(1000)	Email loop support text.
Carrier Settlement Instructions	RTF(1000)	Email loop support text.
Carrier Stop Status Footer	RTF(1000)	Email loop support text.
Carrier Stop Status Instructions	RTF(1000)	Email loop support text.
Customer Default Invoice Terms	Integer	Days between customer invoice date and invoice due date.
Customer Invoice Batch Email Template	FK	Communication templated selected for batched customer invoice emails.
Customer Invoice Email Template	FK	Communication templated selected for customer invoice email.
Customer Invoice Footer	RTF(10000)	Customer invoice PDF document legal text footer.
Customer Invoice Header	RTF(500)	Customer invoice PDF document header.
Customer Invoice PDF Pricing Options	Picklist	"Show Accessorial Details", "Show Accessorial Notes" or "Show Accessorial Notes with Details"
Customer Load Confirm Accept Message	RTF(2000)	Message displayed to customer when quote is accepted.
Customer Load Confirm Decline Message	RTF(2000)	Message displayed to customer when quote is declined.
Customer Load Confirm Email Template	FK	Communication template selected for customer load confirmation email.
Customer Load Confirm Footer	RTF(10000)	Customer rate and load confirmation PDF document legal text footer.
Default Carrier Bill To	FK	Carrier bill-to account record reference.
Document Account	FK	The account to use when referencing our customer.
Driver Load Confirm Email Template	FK	Communication Template selected for driver load confirmation email.
Driver Load Confirm Footer	RTF(10000)	Driver load confirmation PDF document legal text footer.
Enabled Assign Carrier on Tender Option	Boolean	If “true”, allow tender email action to set load status to Assigned (and use different email template).
Global Defaults	Boolean	“True” only for global default record.
Header Account Field Set Override	Text(20)	Field set to use instead of default when generating customer invoice batch pdf.
Header Invoice Field Set Override	Text(20)	Field set to use instead of default when generating customer invoice batch pdf.
Header Load Field Set Override	Text(20)	Field set to use instead of default when generating customer invoice batch pdf.
Itemize Carrier Quote Accessorials	Boolean	If “true”, load accessorials will be itemized for the carrier recipient of carrier RFQ emails
Logo Id	FK	Link to logo image file.
Mask Shipper Consignee on Carrier RFQ	Boolean	If “true” mask shipper/consignee identity on selected carrier documents during carrier RFQ process.
Mask Shipper Consignee on Carrier Tender	Boolean	If “true” mask shipper/consignee identity on selected carrier documents during carrier tender process.
No Documents Until Tender Accepted	Boolean	If “true” do not send carrier the RFQ PDF document; do not send Tender PDF document(s) until tender is accepted.
Quote Reply To Email	Email	Email that quote email replies from carriers will be sent to.
Quote Reply To Email Option	Picklist	“User Email” or “Default Email”.
Remit To Address	Text(255)	Customer invoice PDF document remit to address.
Remove Carrier Email Template	FK	Communication templated selected for removing a carrier.
Request Tender Decline Reason	Boolean	If “true” a modal will be displayed on the Carrier Guest Tender Accept/Decline component when declining a tender.
Show Contact Info	Boolean	“True” of shipper/consignee contact info should display on carrier rate and load confirmation PDF document.
Tender Reply To Email	Email	Email that tender email replies from carriers will be sent to.
Tender Reply To Email Option	Picklist	“User Email” or “Default Email”.

Document Options Selection Criterion

This table stores criteria for selecting the appropriate document options record for a given user and load.

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
Document Options	MD	The document options record this criteria refers to.
Evaluation Order	Integer	The sequence in which this rule will be evaluated.
Mode	FK	The mode that matches a load or carrier to this document options record.
User Field Name	Text(40)	Used to evaluate criterion as true or false.
User Field Operation	Picklist	“Equals” or “Not Equal To”
User Field Value	Text(100)	Used to evaluate criterion as true or false.

Driver

This table stores drivers for the Fleet Management module.

Field Name	Type	Description
Name	Text(80)	Record identifier.
Adverse Weather ELD Exemption	Boolean	ELD-synced driver HOS exemption.
Big Day ELD Exemption	Boolean	ELD-synced driver HOS exemption.
Carrier	Formula(Text)	Carrier driver contact record is related to.
CDL #	Text(50)	Commercial driver’s license number.
CDL Country	Picklist	Issuing CDL country.
CDL Expiration Date	Date	CDL Expiration Date
CDL State/Province	Picklist	Issuing CDL state/province.
Co-Driver	FK	Co-Driver, if any.
Contact	FK	Required, associated contact record.
Current Duty Status	Picklist	Current HOS duty status.
Cycle Override	Picklist	ELD-synced driver HOS parameter.
Cycle Started	Datetime	HOS cycle start time.
Cycle Time Remaining	Decimal	ELD-synced driver HOS parameter.
Cycle Time Remaining Tomorrow	Decimal	ELD-synced driver HOS parameter.
Cycle Violation Duration	Decimal	ELD-synced driver HOS parameter.
Do Not Hire	Boolean	Checkbox
DOB	Date	Date of birth
Domicile	Formula(Text)	Mailing city/state from contact record.
Drive Time Remaining	Decimal	ELD-synced driver HOS parameter.
Driver Manager	FK	User who is driver’s boss.
Driver Manager Comments	Text(255)	Manager comments.
Driver Ruleset Override	Boolean	ELD-synced driver HOS parameter.
Drivers License	Text(20)	Personal drivers license.
Drivers License Country	Picklist	Issuing country.
Drivers License Expiration	Date	Expiration date.
Drivers License State/Province	Picklist	Issuing state/province.
ELD Day Start Hour	Picklist	ELD-synced driver HOS parameter.
ELD Enabled	Boolean	“true” if driver has ELD device.
ELD Exempt	Boolean	ELD-synced driver HOS parameter.
ELD Exempt Reason	Text(255)	ELD-synced driver HOS parameter.
ELD ID	Text(50)	ELD Driver unique identifier.
Emergency Contact	Text(100)	Emergency contact info.
Emergency Contact Notes	Text(255)	Emergency contact info.
Emergency Contact Relationship	Picklist	Emergency contact info.
Employment Status	Picklist	“Applied”, “Hired”, or “Terminated”.
Endorsements	Picklist	Driver CDL endorsements.
Hire Date	Date	Hire date of driver.
Jurisdiction Override	Picklist	ELD-synced driver HOS parameter.
Last Physical Date	Date	Date of last physical.
Medical Card Expiration Date	Date	Card expiration date.
MVR Date	Date	Motor Vehicle Report Date
Next Physical Date	Date	Date of next physical.
Other Restrictions	Text(100)	Miscellaneous driving restrictions.
Password	Text(50)	ELD Phone Application password.
Payroll ID	Text(50)	Payroll system Id.
Personal Conveyance Duty Status	Boolean	ELD-synced driver HOS parameter.
Phone	Formula(Text)	Associated contact record phone.
Primary Driver	Boolean	Is driver primary driver in cab?
Rest Break Override	Picklist	ELD-synced driver HOS parameter.
Restart Override	Picklist	ELD-synced driver HOS parameter.
Restrictions	Picklist	Driving restrictions.
Shift Driving Violation Duration	Decimal	ELD-synced driver HOS parameter.
Shift Time Remaining	Decimal	ELD-synced driver HOS parameter.
Team	Formula(Boolean)	“true” of co-driver present.
Termination Date	Date	Termination date.
Termination Notes	Text(255)	Termination notes.
Termination Reason	Picklist	Termination reason.
Time Until Break	Decimal	ELD-synced driver HOS parameter.
Timezone	Picklist	Driver’s timezone at home base.
Tractor/Truck	FK	Associated Tractor/Truck
Tractor/Truck as of	Datetime	Associated Tractor/Truck as of date and time
Trailer 1	FK	Associated first trailer.
Trailer 1 as of	Datetime	Associated first trailer as of date and time.
Trailer 2	FK	Associated second trailer.
Trailer 2 as of	Datetime	Associated second trailer as of date and time.
Trailer 3	FK	Associated third trailer.
Trailer 3 as of	Datetime	Associated third trailer as of date and time.
Trailers	Integer	Count of associated trailers.
Type	Picklist	“Employee” or “Independent Contractor”.
User	FK	Associated user record, if any.
Username	Text(50)	ELD Phone Application username.
Weekly Pay Target	Currency	Weekly driver pay target.
Yard Move Duty Status	Boolean	ELD-synced driver HOS parameter.

Driver Log

This table stores driver HOS log header records.

Field Name	Type	Description
Name	Text(80)	Record identifier.
Active Duration	Decimal	Hours of active duty.
Adverse Driving Exemption Claimed	Boolean	Was this exemption claimed for this log.
Available	Picklist	Yes or No.
Big Day Exemption Claimed	Boolean	Was this exemption claimed for this log.
Certification Status	Picklist	Pending or Certified.
Certified as of	Datetime	Time log was certified by driver.
Driver	FK	The driver associated with this log.
Driving Distance (Kilometers)	Decimal	Total driving distance.
Driving Distance (Miles)	Decimal	Total driving distance.
Driving Duration	Decimal	Hours of driving.
End Time	Datetime	Log end time.
Off Duty Duration	Decimal	Hours off duty.
On Duty Duration	Decimal	Hours on duty.
Personal Conveyance Distance (Kilometer)	Decimal	Total PC distance.
Personal Conveyance Distance (Miles)	Decimal	Total PC distance.
Remarks	Text(255)	Log-related remarks.
Short Haul Exemption Active	Boolean	Was this exemption claimed for this log.
Sleeper Berth Duration	Decimal	Hours of sleeper berth.
Start Time	Datetime	Log start time.
Unavailable Reason	Picklist	Why driver was not available.
Waiting Time Duration	Decimal	Hours of wait time.
Yard Move Distance (Kilometers)	Decimal	Total YM distance.
Yard Move Distance (Miles)	Decimal	Total YM distance.
Yard Move Duration	Decimal	Hours of yard moves.

Driver Log Entry

This table stores driver HOS log detail records.

Field Name	Type	Description
Driver Log Entry	Auto Sequence	Record identifier.
Batch ID	Text(20)	Identifies batch job run that created/updated record.
Comments	Text(255)	Log entry comments.
Driver Log	MD	Parent Driver Log record.
Duration (Hours)	Decimal	Hours of activity
End Time	Datetime	Log entry end time.
Geolocation	Geolocation	Lat/Lon of activity, if available.
Start Time	Datetime	Log entry start time.
Status	Picklist	Activity for the log entry.
Tractor/Truck	FK	The asset associated with this driver activity.

EDI Load Reference

This table contains dynamic load references that will be created on-the-fly when sending outbound EDI transactions.

Field Name	Type	Description
Reference Name	Auto Sequence	The record identifier.
EDI Location	MD	The parent EDI Location record.
Label	Text(100)	The label text that will be passed with the load reference.
TMS Field	Picklist	The field (API name) to pass as a load reference.
TMS Object	Picklist	“Load”, “Stop”, or “Line Item”.
Type	Text(30)	The type text that will be passed with the load reference.

EDI Location

This table contains EDI trading partner identifiers and all shippers/consignees identified in EDI 204 load tenders. It “self-fills” as EDI 204 transactions are processed, and prevents duplication of shipper, consignee, and bill-to accounts.

Field Name	Type	Description
Auto-Accept Original 204	Boolean	Should 990 Accept be sent automatically on Original 204.
Auto-Accept Update 204	Boolean	Should 990 Accept be sent automatically on Update 204.
EDI Provider 210 Override	Picklist	“Cleo”, “Kleinschmidt”, “Orderful” or “Do Not Send”.
EDI Provider 214 Override	Picklist	“Cleo”, “Kleinschmidt”, “Orderful” or “Do Not Send”.
EDI Provider 990 Override	Picklist	“Cleo”, “Kleinschmidt”, “Orderful” or “Do Not Send”.
Location Code	Text(80)	Identifies the account/location.
Location	FK	Reference to location/account record whose code we store.
SCAC	Text(20)	If set, allows 204 tenders from one trading partner to be spread across multiple customer account records (one account per SCAC).
Trading Partner	MD	Reference to owning trading partner account record.
Trading Partner Id	Boolean	“True” if Location Code identifies the trading partner EDI ID (as opposed to a location code for a shipper/consignee).
Trading Partner 210 Override	FK	Lookup to other EDI Location record that should receive 210 transactions instead of this record.
Trading Partner 214 Override	FK	Lookup to other EDI Location record that should receive 214 transactions instead of this record.
Trading Partner 990 Override	FK	Lookup to other EDI Location record that should receive 990 transactions instead of this record.
Use EDI Order Update Console	Boolean	“True” if the Trading Partner uses the EDI Order Update Console to edit and Accept/Decline inbound Update 204s.

EDI Transaction

This table contains raw XML payloads received and sent from the TMS.

Field Name	Type	Description
EDI ID	Auto Sequence	Record Identifier.
Direction	Picklist	“Inbound” or “Outbound”.
EDI Location	FK	The EDI Location record this transaction is related to.
EDI Provider	Picklist	“Kleinschmidt”, “Orderful” or “Cleo”.
Load	MD	The Load this transaction is related to.
Purpose	Picklist	“Original”, “Update”, or “Cancellation”.
Status	Picklist	“Success” or “Failure”.
Status Log	Text(3000)	Error message in case of failure.
Trading Partner	FK	The trading partner account.
Transaction Payload	Text(130,000)	The raw XML transaction payload.
Transaction Payload After Console Update	Text(130,000)	The raw XML transaction payload after it has been updated via user input from the EDI Order Update Console.
Transaction Type	Picklist	“204”, “990”, “214”, or “210”.

EDI Update Setting

This table contains XML payload received and updates to the EDI 204 load tender field-level settings.

Field Name	Type	Description
Setting Name	Auto Sequence	Record Identifier.
Action	Picklist	“Allow Updates”, “Block Updates”, “Ignore” or “Use Stored Rate”.
Data	Picklist	The related load, stop, and line item data element.
EDI Location	MD	The parent EDI Location this record is related to.

Equipment Type

This table defines the equipment types employed to move loads.

Field Name	Type	Description
Name	Text(80)	Name/Description of equipment type.
Carrier Application	Checkbox	When checked, the Equipment Type is available in the Online Carrier Application.
Category	Picklist	“Van”, “Flatbed”, “Reefer”, “Specialized” or “Ocean/Intermodal”.
DAT Posting	Text(50)	DAT equipment type for posting purposes.
Dimension Units	Picklist	L/W/H dimension units.
Enabled	Boolean	If “true” allow selection of this record when setting load equipment type.
Height	Integer	Height of equipment.
ISO Size Type	Text(4)	Ocean container ISO Size Type, such as “22G0”
ISO Type Group	Text(4)	Ocean container ISO Type Group, such as “22GP”
Length	Integer	Length of equipment.
Max Pallets	Integer	How many pallets can be placed in this equipment type.
Max Volume	Integer	How much cubic dimension is available for this equipment type.
Max Weight	Integer	How much weight can this equipment type hold.
Mode	Picklist	Valid modes for this equipment type.
Post Everywhere Posting	Text(50)	PE equipment type for posting purposes.
Tare Weight	Integer	The empty weight of the container/trailer.
TEU	Decimal	Twenty-Foot Equivalent Units.
TransCore Posting	Text(50)	TransCore equipment type for posting purposes.
Trucker Tools Posting	Text(50)	Trucker Tools equipment type for posting purposes.
Truckstop Posting	Text(50)	Truckstop equipment type for posting purposes.
Volume Units	Picklist	Dimensional units for Max Volume field.
Weight Units	Picklist	Dimensional units for Max Weight field.
Width	Integer	Width of equipment.

Freight Class Calculation Rule

This table defines NMFC Class versus density reference data.

Field Name	Type	Description
Name	Auto Sequence	Unique Identifier
From Density	Decimal	Start range for density in pounds/cubic foot.
NMFC Class	Picklist	NMFC Class for this density range.
To Density	Decimal	End rage for density in pounds/cubic foot

Fleet Asset

This table defines tractor/truck and trailer/chassis assets for the Fleet Management module.

Field Name	Type	Description
Name	Text(80)	Asset Unique Name.
Ambient Air Temperature (C)	Decimal	Ambient air temperature in degrees Celsius.
Barometric Pressure (PSI)	Decimal	Outdoor pressure at asset location from ELD device.
Battery Voltage	Decimal	Asset battery voltage from ELD device.
CARB Compliant	Boolean	True if asset is CARB compliant.
Chassis Axles	Picklist	Number of chassis axles.
Chassis Type	Picklist	Chassis type.
Current Location	Text(200)	Current location (as provided by ELD)
Drop Location	FK	Account location, if any, where asset should be dropped.
ELD ID	Text(50)	ELD device identifier for asset.
ELD Last Update	Datetime	Last time the ELD device updated this asset record.
ELD Model Number	Text(50)	ELD device model number.
ELD Serial Number	Text(50)	ELD device serial number.
Engine Coolant Temperature (C)	Decimal	Engine Coolant Temperature in degrees Celsius.
Engine RPM	Integer	Engine RPM from ELD device.
Engine State	Picklist	“On”, “Idle”, or “Off” from ELD device.
Equipment ID	Text(50)	Alternate asset identifier.
Equipment Type	FK	Associated Equipment Type for trailer/chassis asset.
Fuel Percent Remaining	Integer	Remaining fuel from ELD device.
Geolocation	Geolocation	Geolocation of asset from ELD device.
Heading (Degrees)	Decimal	Heading of asset in motion from ELD device.
In Service Date	Date	Asset in service date.
Initial Odometer Reading	Integer	Odometer reading.
Initial Odometer Reading Date	Date	Odometer reading date.
Last Odometer Reading	Integer	Odometer reading.
Last Odometer Reading Date	Date	Odometer reading date.
Lease Date	Date	Asset lease date, if any.
License Plate Number	Text(20)	License plate number.
License Plate State	Picklist	License plate state/province.
Next 90-Day Inspection	Date	Next inspection date.
Next Annual Inspection	Date	Next inspection date.
Odometer Unit	Picklist	“Miles” or “Kilometers”.
Out of Service Date	Date	Out of service date, if any.
Purchase Date	Date	Purchase date, if any.
Purchase Price	Currency	Purchase price, if any.
Reefer Hours	Integer	Cumulative reefer hours, if any.
Registration Expiration	Date	Registration expiration date.
Speed (kph)	Decimal	Current speed in kph.
Speed (mph)	Decimal	Current speed in mph.
Status	Picklist	“In Service” or “Out of Service”.
Trailer Model	Picklist	Model for trailer assets.
Type	Picklist	“Tractor”, “Trailer”, “Box Truck” or “Chassis”.
Vehicle Make	Picklist	Tractor make, if any.
Vehicle Model	Picklist	Tractor model, if any.
VIN	Text(50)	Globally unique vehicle identification number.
Warranty Cost	Currency	Warranty cost, if any.
Warranty Vendor	Text(50)	Warranty vendor, if any.
Year	Text(4)	Asset model year.

Fleet Assignment

This Fleet Management table “marries” drivers and assets to loads. There may be more than one Fleet Assignment record for a “relay” (multi-leg) load.

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
Assigned	Datetime	Datetime of driver assignment.
Co-Driver	FK	Co-Driver for this load, if any.
Distance (Kilometers)	Decimal	Distance of this “leg” of the journey.
Distance (Miles)	Decimal	Distance of this “leg” of the journey.
Driver	FK	The driver assigned to the load.
ELD Route ID	Text(50)	The ELD identifier for this driver leg.
ELD Route Stop IDs	Text(255)	List of route stop ELD IDs.
Expected Delivery Date	Formula(Date)	The load’s expected delivery date
Expected Ship Date	Formula(Date)	The load’s expected ship date
Load	MD	The load this assignment is for.
Load Status	Formula(Text)	The load’s status.
Next Load Stop	FK	For relay loads, the next stop AFTER this leg.
Previous Load Stop	FK	For relay loads, the previous stop BEFORE this leg.
Relay	Formula(Boolean)	“true” for relay loads.
Relay End Date	Datetime	Leg end datetime for relay loads only.
Relay End Geolocation	Geolocation	Leg end geolocation for relay loads only.
Relay End Instructions	Text(1000)	Leg end instructions for relay loads only.
Relay End Location	FK	Leg end Account for relay loads only.
Relay Leg Number	Integer	Leg number for relay loads only.
Relay Start Date	Datetime	Leg start datetime for relay loads only.
Relay Start Geolocation	Geolocation	Leg start geolocation for relay loads only.
Relay Start Instructions	Text(1000)	Leg start instructions for relay loads only.
Relay Start Location	FK	Leg start Account for relay loads only.
Status	Picklist	Pending, Started, or Competed.
Tractor/Truck	FK	Associated fleet asset.
Trailer 1	FK	Associated fleet asset.
Trailer 2	FK	Associated fleet asset.
Trailer 2	FK	Associated fleet asset.
Unassigned	Datetime	Datetime driver is removed from a load.
Unassigned Reason	Picklist	Reason driver is removed from a load.

Fleet Calendar Entry

This Fleet Management table captures calendar entries for the company, assets, and drivers.

Field Name	Type	Description
Entry	Auto Sequence	Record identifier.
City	Text(40)	City for Preferred Location entry.
Country	Picklist	Country for Preferred Location entry.
Driver	FK	Driver for driver entry.
End Time	Datetime	Entry end date and time.
Fleet Asset	FK	Fleet asset for asset entry.
Reason	Picklist	Reason for entry.
Repeats	Picklist	Period for repeating entries.
Start Time	Datetime	Entry start date and time.
State/Province	Picklist	State/Province for Preferred Location entry.
Type	Picklist	Company, Driver, or Fleet Asset.

Freight Plan

This table defines complex multi-load moves that require, for example, multiple stops and multiple carriers.

Field Name	Type	Description
Name	Auto Sequence	Unique freight plan identifier.
All Loads Quoted	Boolean	“true” if all customer and carrier loads have accepted quotes.
All Loads Invoiced	Boolean	“true” if all customer and carrier loads have invoices.
Build Status (Obsolete field)	Picklist	Complete or Incomplete based on whether all customer loads are covered by carrier loads.
Cost Allocation Method	Picklist	How carrier costs are apportioned to customer loads.
Description	Text(255)	Description of freight plan purpose/scenario.
Recurring Load Schedule	FK	If this is a cloned plan, the schedule it was cloned from.

Freight Plan Console Configuration

This table contains freight plan console filters and templates.

Field Name	Type	Description
Name	Text(80)	Unique filter/template identifier.
Description	Text(255)	Filter/Template description.
State	Text(10,000)	Filter/Template definition as JSON.
Type	Picklist	“Customer Load Filter” or “Freight Plan Template”.
Visibility	Picklist	“Public” or “Private”.

Freight Plan Filter

This table defines customer load filters for the Freight Planner page.

Field Name	Type	Description
Filter Name	Text(80)	Unique filter identifier.
Customer	FK	Customer filter criterion.
Delivery Date End	Date	Date range filter criterion.
Delivery Date Range (Days)	Integer	Date range filter criterion.
Delivery Date Start	Date	Date range filter criterion.
Delivery Date Type	Picklist	Date range type criterion.
Description	Text(255)	Description of filter.
Destination Address	Text	Destination address formula field.
Destination City	Text(40)	Destination filter criterion.
Destination Country	Picklist	Destination filter criterion.
Destination Geolocation	Geolocation	Destination latitiude/longitude.
Destination Postal Code	Text(20)	Destination filter criterion.
Destination Radius	Integer	Destination filter criterion.
Destination State	Picklist	Destination filter criterion.
Distance Units	Picklist	Radius distance units.
Filter by Stops	Boolean	If “true” allow only those loads going through the filter stops.
HazMat Loads	Boolean	HazMat filter criterion.
Load Status	Picklist	Load status filter criterion.
Maximum Linear Feet	Integer	Linear feet filter criterion.
Maximum Volume	Integer	Volume filter criterion.
Maximum Weight	Integer	Weight filter criterion.
Minimum Linear Feet	Integer	Linear feet filter criterion.
Minimum Volume	Integer	Volume filter criterion.
Minimum Weight	Integer	Weight filter criterion.
Mode	Picklist	Mode filter criterion.
Origin Address	Text	Origin address formula field.
Origin City	Text(40)	Origin filter criterion.
Origin Country	Picklist	Origin filter criterion.
Origin Geolocation	Geolocation	Origin latitiude/longitude.
Origin Postal Code	Text(20)	Origin filter criterion.
Origin Radius	Integer	Origin filter criterion.
Origin State	Picklist	Origin filter criterion.
Plan Build Status	Picklist	Plan build status filter criterion.
Rows per Page	Integer	How many customer loads/line items are displayed per page.
Sales Status	Picklist	Sales status filter criterion.
Service Level	Picklist	Service level filter criterion.
Ship Date End	Date	Date range filter criterion.
Ship Date Range (Days)	Integer	Date range filter criterion.
Ship Date Start	Date	Date range filter criterion.
Ship Date Type	Picklist	Date range type criterion.
Shipper Location	FK	Shipper location filter criterion.
Temperature Controlled Loads	Boolean	Temperature Controlled load search criterion.
View	Picklist	Load View or Line Item View.
Volume Units	Picklist	Filter volume units.
Weight Units	Picklist	Filter weight units

Freight Plan Filter Stop

This table defines the cross-dock stops associated with a Freight Plan filter.

Field Name	Type	Description
Stop Name	Auto Sequence	Unique record identifier.
Date Range (Days)	Integer	Date range for load filtering.
Date Type	Picklist	Date type for load filtering.
End Date	Date	Date for load filtering.
Freight Plan Filter	MD	Parent freight plan filter record.
Location	FK	The account representing this cross-dock location.
Order	Integer	The sequence number for this stop.
Start Date	Date	Date for load filtering.

Freight Plan Load

This table defines the customer loads and carrier loads that make up a freight plan.

Field Name	Type	Description
FPL Name	Auto Sequence	Unique record identifier.
Freight Plan	MD	The parent freight plan record.
Invoice Cost Allocation	Currency	The amount of carrier load invoice costs allocated to this customer load.
Load	MD	The Load participating in this freight plan.
Number	Integer	The display order of the load in the freight plan.
Quote Cost Allocation	Currency	The amount of carrier load quote costs allocated to this customer load.
Type	Picklist	“Customer” or “Carrier”.

Freight Plan Template

This table defines pre-configured Freight Plan “skeletons” or templates.

Field Name	Type	Description
Template Name	Text(80)	Template name.
Category	Picklist	Category or type of template.
Consignee Delivery Option	Picklist	Defines how loads are delivered to final destinations.
Description	Text(255)	Description of template purpose.
Shipper Pickup Option	Picklist	Defines how loads are picked up from initial origins.
Visibility	Picklist	“Public” or “Private”.

Fuel Index

The Fuel Index table defines the gas/diesel indexes (usually per EIA) used in fuel surcharge tables to calculate customer and carrier quote fuel surcharges.

Field Name	Type	Description
Name	Text(80)	Name of the fuel index (usually an EIA designation).
Data Series Id	Text(100)	EIA weekly data series Id, such as ‘PET.EMD_EPD2D_PTE_NUS_DPG.W’.

Fuel Index History

The Fuel Index History table is the repository of the weekly gas/diesel index prices used in fuel surcharge tables to calculate customer and carrier quote fuel surcharges.

Field Name	Type	Description
Name	Auto Sequence	Unique record identifier.
Effective Date	Date	Effective Date of index value (usually a Monday for EIA indexes).
Fuel Index	MD	The parent fuel index record.
Value	Currency	The value of the index as of this effective date.

Fuel Surcharge

This table contains fuel surcharge schedule setup information.

Field Name	Type	Description
Name	Text(80)	The fuel surcharge schedule name.
Auto-Update Quotes/Invoices	Picklist	Yes or No. Determines if fuel calculation is frozen or can be updated if index changes.
Current Week Start Day	Picklist	Day of week considered the start of the week for fuel index selection purposes.
Fuel Index	MD	The fuel index record to base the schedule off of.
Fuel Index End	Currency	The ending/highest fuel index cost in the schedule.
Fuel Index Increment	Currency	The fuel index increment from schedule entry to entry.
Fuel Index Start	Currency	The starting/lowest fuel index cost in the schedule.
Fuel Index Value	Picklist	Current Week, Prior Week, Two-Week Average, Three-Week Average, Four-Week Average, or Prior Calendar Month.
Fuel Surcharge Source	Picklist	“TMS” or “Breakthrough Fuel”
Percent Increment	Percent	The percent increment from entry to entry for percent-of-line-haul fuel surcharges.
Percent Start	Percent	The percent start for percent-of-line-haul fuel surcharges.
Rate Increment	Currency	The rate increment from entry to entry for rate-per-mile fuel surcharges.
Rate Start	Currency	The rate start for rate-per-mile fuel surcharges.
Type	Picklist	“Percent of Line Haul” or “Rate per Mile/Kilometer”.

Fuel Surcharge Entry

This table contains the ordered entries for a fuel surcharge schedule/table.

Field Name	Type	Description
Entry	Text(90)	Entry name.
From Value	Currency	Entry gas price from/min value.
Fuel Surcharge	MD	The parent fuel surcharge record.
Percent	Percent	The percent-of-line-haul amount, if relevant.
Rate	Currency	The rate-per-mile amount, if relevant.
Row	Integer	The row number within the fuel surcharge schedule.
To Value	Currency	Entry gas price to/max value.

Inbound Email

This table contains inbound emails with attachments, often carrier invoice emails.

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
Body	Text(32768)	Body of email.
From	Email	Email sender.
Status	Picklist	“New” or “Processed”.
Subject	Text(255)	Subject of email.

Incident

This Fleet Management table stores driver/asset incidents.

Field Name	Type	Description
Incident ID	Auto Sequence	Record identifier.
Detailed Description	RTF(100,000)	Incident details.
Incident Date/Time	Datetime	Incident date and time.
Reported Date/Time	Datetime	Reported date and time.
Status	Picklist	Open or Closed.
Summary	Text(255)	Summary of incident.
Type	Picklist	Incident type.

Inspection Report

This Fleet Management table captures inspection fleet asset inspection reports.

Field Name	Type	Description
Inspection Report	Auto Sequence	Record identifier.
Category	Picklist	Category of inspection.
Checklist Items	Integer	Rollup count if checklist items.
Description	Text(255)	Description.
Fleet Asset	FK	The fleet asset being inspected.
Fuel Level	Percent	Fleet asset fuel level.
Inspection Date	Date	Inspection date.
Inspection Report Template	FK	Template used to create inspection report, if any.
Inspection Status	Picklist	Pending, Started, or Complete
Inspector (Contact)	FK	Contact inspector, if any.
Inspector (Driver)	FK	Driver inspector, if any.
Inspector (User)	FK	User inspector, if any.
Items Failed	Integer	Rollup count of failed inspection items.
Items Passed	Integer	Rollup count of passed inspection items.
Items Pending	Integer	Rollup count of pending inspection items.
Odometer Reading	Integer	Odometer reading at inspection.
Oil Life	Percent	Remaining oil life.
Overall Condition	Picklist	Is asset drivable.
Service Facility	FK	Account location of inspection, if any.

Inspection Report Template

This Fleet Management table captures inspection report templates for cloning.

Field Name	Type	Description
Template Name	Text(80)	Record identifier.
Category	Picklist	Category of inspection.
Description	Text(255)	Template description.

Inspection Report Template Item

This Fleet Management table captures inspection report template items for cloning.

Field Name	Type	Description
Template Item	Text(80)	Record identifier.
Category	Picklist	Category of item inspected.
Inspection Report Template	MD	Parent template record.
Order	Integer	Order of item in parent template list of items.

Insurance Policy

This table contains insurance policy information for carriers, and is used to evaluate carrier fitness.

Field Name	Type	Description
Policy Number	Text(80)	Record identifier.
Address	Text(255)	Agent address.
Agent Company	Text(255)	Insurance agent company name.
Agent Email	Email	Agent email.
Agent First Name	Text(50)	Agent first name.
Agent Last Name	Text(50)	Agent last name.
Agent Phone	Phone	Agent phone.
Agent Title	Text(50)	Agent job title.
Cancel Date	Date	Date policy was cancelled.
City	Text(100)	Agent city.
Coverage Amount	Currency	Policy coverage amount.
Country	Picklist	United States, Canada, Mexico
Deductible	Currency	Deductible, if any, on polity.
Description	Text(100)	Policy type long description, populated by RMIS.
Effective Date	Date	Policy effective date.
Expiry Date	Date	Policy expiration date.
Fax	Phone	Agent fax.
Insurance Company	Text(255)	Insurance company name.
Phone	Phone	Insurance company phone.
Postal Code	Text(20)	Agent postal code.
Reefer Breakdown Coverage	Picklist	Yes or No.
Reefer Breakdown Deductible	Currency	Amount of deductible in case of reefer madness.
Source	Picklist	“Carrier”, “RMIS”, or “Assure Assist”.
State/Province	Text(30)	Agent state/province.
Transportation Profile	MD	The carrier’s transportation profile.
Type	Picklist	The type of insurance; for example, “Cargo”.

Intermediate Carrier Stop

This table contains added stops for a Freight Plan Template (between customer load origins and destinations).

Field Name	Type	Description
Stop Name	Text(80)	Stop Name
Address	Text	Formula field that contains shipping address if Location field is populated.
Freight Plan Template	MD	The template this stop belongs to.
Location	FK	The account Id this stop is “pinned” to (optionally).
Number	Integer	The ordinal number of this intermediate stop.
Stop Type	Picklist	Informational field indicating stop type.

Lane

This table defines a specific origin-destination pair. Eight types of origins and destinations are supported:

Country
State/Province
City/State
Zip 3
Zip 5
Postal Code
Location (Account record)
Zone

Field Name	Type	Description
Lane	Text(80)	Lane name; for example, “Chicago to Houston”.
Destination	Text(255)	Summary of destination information.
Destination City	Text(40)	Destination City.
Destination Country	Picklist	Destination Country.
Destination Location	FK	Destination Location (account) reference.
Destination Location Name	Text(80)	Destination Location account name.
Destination Postal Code	Text(20)	Destination complete postal code.
Destination State/Province	Picklist	Destination State/Province.
Destination Type	Picklist	Destination Type (see list above)
Destination Zip3	Text(3)	Destination Zip3.
Destination Zip5	Text(5)	Destination Zip5.
Destination Zone	FK	Destination Zone reference.
Destination Zone Name	Text(80)	Destination Zone reference name.
Match Priority	Integer	Order of priority for stored rate matches.
Origin	Text(255)	Summary of Origin information.
Origin City	Text(40)	Origin City.
Origin Country	Picklist	Origin Country.
Origin Location	FK	Origin Location (account) reference.
Origin Location Name	Text(80)	Origin Location account name.
Origin Postal Code	Text(20)	Origin complete postal code.
Origin State/Province	Picklist	Origin State/Province.
Origin Type	Picklist	Origin Type (see list above)
Origin Zip3	Text(3)	Origin Zip3.
Origin Zip5	Text(5)	Origin Zip5.
Origin Zone	FK	Origin Zone reference.
Origin Zone Name	Text(80)	Origin Zone reference name.

Line Item

The table contains the actual contents of loads – what is actually being moved.

Each load has one or more line item records.

Field Name	Type	Description
Item Number	Text(80)	Some item identifier such as SKU number.
Cargo Summary	Text(255)	Summary of line item contents.
Delivery Stop	FK	Refers to last stop record.
Dimension Units	Picklist	L/W/H Units for Handling Units
Extended Price	Currency	Price (to ultimate customer) of line item.
Handling Unit Count	Integer	Number of handling units, such as pallets.
Handling Units	Picklist	Type of handling unit, for example, pallets.
Hazardous Materials	Boolean	“True” if a line item is a hazardous material.
HazMat Class/Division	Picklist	HazMat category, such as “9” or “2.1”.
HazMat Contact	FK	Shipper contact to phone in case of emergency.
HazMat Number	Text(4)	United Nations number code for HazMat material.
HazMat Number Type	Picklist	“UN” or “NA”
HazMat Packaging Code	Picklist	“I”. “II”, or “III”.
HS Code	Text(7)	Harmonized System (HS) code for tax/tariff purposes.
HTS Code	Text(12)	Harmonized Tariff Schedule code for tax/tariff purposes.
Height	Decimal	Height of handling unit.
Item Description	Text(255)	Description of item being shipped.
Length	Decimal	Length of handling unit.
Linear Feet	Decimal	Linear feet required in standard container/equipment.
Load	MD	The load this line item belongs to.
NMFC Class	Picklist	Standard NMFC class for LTL load.
NMFC Number	Text(20)	NMFC Number for LTL load.
Original Reference	FK	Populated for carrier loads in a freight plan; refers to the original customer load line item.
Packaging Unit Count	Integer	Number of packaging units, for example, pieces.
Packaging Units	Picklist	Type of packaging unit, for example, pieces.
Pickup Stop	FK	Refers to first stop record.
Schedule B Code	Text(12)	Schedule B code for tax/tariff purposes.
Stackable	Boolean	“true” if handling units are stackable.
Turnable	Boolean	Can pallet be turned sideways to fit more in the trailer.
Volume	Integer	Volume of line item, if provided.
Volume Units	Picklist	Volumetric units.
Weight	Integer	Weight of line item.
Weight Units	Picklist	“lbs” or “kg’.
Width	Decimal	Width of Handling Unit.

Load

The foundational TMS table, representing a shipment that needs to be moved by a carrier.

Field Name	Type	Description
Load Number	Text(80)	Unique Load Identifier.
Accounting Notes	Text(255)	Accounting notes to be passed to HubTran.
API Load Id	Text(30)	API-specific load Id (shipment Id from Project44 API).
Auto-Tender Status	Picklist	In Process, Successful, Unsuccessful In Process: quotes in the queue being processed Successful: An auto-tendered carrier “accepted” the tender and is assigned to the load Unsuccessful: All auto-tender options either expired or were rejected
Benchmark Rate	Currency	LTL Workbench support field.
Bill of Lading Number	Text(55)	BOL number as provided or generated.
Booking Number	Text(30)	Ocean voyage booking number.
Carrier Quote Link	URL	Email loop link URL.
Carrier Engagement Automation	Picklist	Auto-Tender, Auto-Offer, Auto-Post
Carrier Settlement Link	URL	Email loop link URL.
Carrier Status Link	URL	Email loop link URL.
Cargo Summary	Text(1500)	Rollup of line item Cargo Summary field.
Cargo Value	Currency	Value of load’s cargo.
Carrier	FK	Reference to carrier account record.
Carrier Bill To	FK	Reference to carrier bill-to account record.
Carrier Load	Boolean	“True” if this is a carrier load in a freight plan or is any load NOT associated with a freight plan.
Carrier Portal	Boolean	“true” if load should be exposed to the carrier portal for them to quote it.
Carrier Quote Total	Currency	The approved carrier quote amount.
Carrier Remit To	FK	Carrier or Factoring Company
Carrier Sales Rep	FK	User lookup – carrier sales rep.
Carrier Service	FK	Reference to the carrier service record used to move the load.
Carrier Uploads	Picklist	“POD”, “BOL”, “Weight Certificate”, and “Invoice” – files uploaded from carrier.
Check Call Comments	Text(255)	Short note relating to check call status from carrier.
City Lane	Text(80)	Internal field to optimize lane searches.
Clearance Number	Text(50)	Identifier used for cross-border loads.
COD Amount	Currency	COD amount to be collected on load delivery.
COD Payment Terms	Picklist	COD payment terms.
COD Remit To	FK	Reference to COD remit to account record.
Container/Trailer Number	Text(40)	Container or Trailer number if present.
Country Lane	Text(40)	Internal field to optimize lane searches.
Customer	FK	Reference to customer account record.
Customer Bill To	FK	Reference to customer bill-to account record.
Customer Check Acceptable	Boolean	“True” if customer check acceptable for COD payment.
Customer Invoice Documents Received	Boolean	“True” if all documents required for a customer invoice have been received.
Customer Invoice Total	Currency	The sum of all carrier invoices related to this load.
Customer Invoice Tax Amount	Currency	The sum of (Canada) taxes on all carrier invoices related to this load.
Customer Invoice Total	Currency	The sum of all carrier invoices related to this load before taxes.
Customer Load	Boolean	“true” if this is NOT a Carrier Load in a freight plan.
Customer Load Id	Text(50)	Load identifier for Breakthrough Fuel and other purposes.
Customer Payment Transportation Total	Currency	The sum of all carrier payments related to this load.
Customer Quote Total	Currency	The approved customer quote amount.
Customer Quote Tax Amount	Currency	The approved customer quote (Canada) tax amount.
Customer Quote Transportation Total	Currency	The approved customer quote amount before taxes.
Customer Sales Rep	FK	User lookup – customer sales rep.
Customer Tracking Link	URL	Link to the community site where the CustomerShipmentTracking LWC is installed
Customs Broker	FK	Account record of customs broker for this load, If any.
Delivery Status	Text(20)	Last stop Arrival Status.
Destination	Text(100)	Last stop destination city/state/Country.
Dispatcher	FK	User lookup for who tendered load to carrier
Distance (Kilometers)	Decimal	Distance the load moves based on truck routes.
Distance (Miles)	Decimal	Distance the load moves based on truck routes.
Document Options	FK	The document options record to use when creating emails and PDF documents.
Driver	FK	References the contact record representing the driver.
Driver Assignment Status	Picklist	Fleet only. Has driver(s) been assigned to load?
Driver Comments	Text(255)	Driver comments (entered via Trucker Tools phone application, for example).
Driver Name	Text(50)	Carrier’s driver name.
Driver Phone	Phone	Carrier’s driver phone
EDI Decline Reason	Picklist	Optional reason for declining EDI 204 tender.
EDI Provider	Picklist	“Kleinschmidt”, “Orderful” or “Cleo”.
EDI Quote Currency	Text(3)	Informational only. The currency of any EDI provided quote from the load tender transaction.
EDI Quote Total	Currency	Informational only. The quote total of any EDI provided quote from the load tender transaction.
EDI Response Deadline	Datetime	The datetime before which an EDI 204 must be accepted.
EDI SCAC	Text(10)	SCAC code sent for inbound EDI 204 tender from Orderful.
EDI Status	Picklist	EDI status for 204 load tender transactions.
Entry Number	Text(50)	Identifier used in cross-border loads.
Equipment Type	FK	Reference to equipment type used by carrier.
Expected Delivery Date	Date	Last stop Expected Date.
Expected Ship Date	Date	First stop Expected Date.
First Stop	FK	Reference to first stop record.
Fleet	Boolean	“true” if a Fleet Management load.
Freeze Distance	Boolean	If “true” do not update load mileage with PC Miler data.
Hashcode	Text(40)	Unique Hashcode for Email Loop URL security
HazMat	Boolean	Automatically set to “true” if same field is set on any line item.
Import/Export	Picklist	“Import”, “Export”, or “Domestic”.
In Freight Plan	Boolean	“true” if load is in a freight plan.
Insurance Amount	Currency	Amount load is insured for.
Insurance Certificate Number	Text(50)	Insurance certificate number provided by insurance API.
Insurance Policy Status	Picklist	Current status of the insurance policy.
Insurance Policy Status as of	Date/Time	Date and time of the most recent Insurance Policy Status update.
Insurance Premium Amount	Currency	The premium amount for the requested insurance policy.
Insurance Premium Application	Picklist	Indicates if the insurance premium requested for the load has been applied, and if so, if it was applied to the Customer Quote or the Carrier Quote.
Insurance Provider	Text(80)	The name of the company providing the insurance policy
Insurance Shipment Id	Text(80)	Shipment ID returned from the insurance provider for identification purposes.
Last Location Update Sent	Datetime	The date and time the last EDI214 Location update was sent.
Last Reported City	Text(40)	Last reported city for load location.
Last Reported Country	Picklist	Last reported country for load location.
Last Reported Geolocation	Geo	Last reported latitude/longitude for load location.
Last Reported Location	Text(100)	Last reported city + state + country for load location.
Last Reported State/Province	Picklist	Last reported state/province for load location.
Last Stop	FK	Reference to last stop record.
Last Tracking Update	Datetime	The last date and time a location update was processed.
Last Tracking Update Source	Text(50)	The source – such as “MacroPoint” – of the last tracking update.
Linear Feet	Decimal	Total linear footage on-the-truck for load; line item rollup.
Pickup/Delivery Status	Text(1500)	Carrier status summary information for each stop.
Load Posting Description	Text(200)	Load description to be sent to load boards.
Load Sequence Number	Auto Sequence	Internal field uniquely identifying each load.
Load Status	Picklist	Defines where load is in life cycle, from Unassigned to Completed.
Load Status Comments	Text(255)	Textual updates for load status provided often by carriers.
Load Status Requested	Boolean	Has a load status email been sent to carrier for this load.
Locked	Boolean	“true” if load is locked – read only – for certain users.
Margin (Invoiced)	Currency	Customer Invoice(s) – Carrier Invoice(s) for load.
Margin (Paid)	Currency	Customer Payment(s) – Carrier Payment(s) for load.
Margin (Quoted)	Currency	Approved Customer Quote – Approved Carrier Quote for load.
Margin % (Invoiced)	Percent	Margin (Invoiced) / Customer Invoice(s).
Margin % (Paid)	Percent	Margin (Paid) / Customer Payment(s).
Margin % (Quoted)	Percent	Margin (Quoted) / Customer Quote Amount.
Master BOL Option	Picklist	Defines Carrier BOL’s Shipper and Consignee for documentation.
Max Pay Amount	Currency	The maximum carrier cost allowed for the load.
Mileage API Borders	Picklist	“Borders Open” or “Borders Closed”.
Mode	FK	The transport mode of the load. Usually selected at load creation.
Mode Name	Text Formula	The mode name of the load.
Next Check Call	Datetime	Date and time of next check call for load.
Notify Party	FK	Contact lookup for ocean mode notify party.
Offer Rate	Currency	The rate offered to carriers for this load.
Offer Rate Type	Picklist	Fixed Cost, Rate per Mile, or Rate per Kilometer.
Order Date	Date	Date of order underlying the load.
Order Number	Text(50)	Globally unique order number that load is derived from.
Order Total	Currency	Value of load to customer.
Origin	Text(100)	First stop city/state/country.
OTD Counter	Integer	“0” if load is late, “1” otherwise.
Other Carrier Capabilities	Picklist	Other requirements on the load related to the carrier.
Other Instructions	Text(3000)	Miscellaneous, free-form load instructions for carrier.
Payment Terms	Picklist	Payment Terms, for example, “Prepaid”.
PO Number	Text(100)	Customer purchase order number.
POD Received	Boolean	“True” if a proof of delivery has been received. Set automatically from carrier/driver status update pages if POD uploaded.
Postal Code Lane	Text(60)	Internal field to optimize load searches.
PRO Number	Text(40)	Carrier PRO Number, if assigned.
Rate Export Date	Datetime	Set when LoadDex Rate Data upload batch process runs.
Receiving Agent	FK	Account lookup to receiving agent.
Recurring Load Schedule	FK	If a cloned load, the schedule it was cloned from.
Relay	Boolean	“true” if a Fleet Management load with multiple driver legs.
RFP	FK	Related RFP, if any.
Sales Status	Picklist	Broker sales status on quoted load – “Won”, “Lost”, etc.
Service Level	FK	Standard or Expedited service level desired.
Schedule Status	Picklist	On Schedule or Behind Schedule.
Ship From Address	Text(255)	First stop address.
Shipping Agent	FK	Account lookup to shipping agent.
Shipping & Handling	Currency	Load shipping and handling charges.
Shipping Instructions Due Date	Date	Date by which final shipping instructions must be sent.
Shipping Instructions Version	Integer	The version number of the next shipping instructions to be sent to INTTRA for an Ocean FCL mode load.
Ship Status	Text(20)	First stop Arrival Status.
Ship To Address	Text(255)	Last stop address.
Site URL	Text(200)	Internal field to support email link generation.
State Lane	Text(40)	Internal field to optimize lane searches.
Stops	Integer	The number of stops the load has.
Tax Exempt	Boolean	“True” if load is exempt from freight taxes.
Team	Boolean	“true” if a driver team is needed.
Temperature Controlled	Boolean	“true” if load is temperature controlled.
Temperature Setting Minimum	Integer	Minimum temperature for load.
Temperature Setting Maximum	Integer	Maximum temperature for load.
Temperature Run Type	Picklist	“Cycle” or “Continuous”.
Temperature Units	Picklist	“F” or “C”.
Tender Accepted Date	Datetime	Date and time carrier accepted load tender.
Tender Accept Link	URL	Email Loop Link URL
Tender Decline Link	URL	Email Loop Link URL
Terminal Cutoff Date	Datetime	Datetime before which ocean container must arrive at terminal.
Total Volume	Integer	Total volume as sum of line item volume.
Total Weight	Integer	Total weight as sum of line item weights.
Tracking Number	Text(40)	MacroPoint (and other) tracking number for load status.
Tracking Provider	Text(40)	Which tracking provider is tracking this load.
Tracking Number (Customer)	Text(40)	MacroPoint (for example) tracking number for OUTBOUND load status.
Tracking Provider (Customer)	Text(40)	Which tracking provider is tracking this load for customer.
Tractor Number	Text(40)	Power unit identifier from carrier.
Ultimate Consignee	FK	Account reference for ultimate consignee in the case of xxx-to-port Ocean FCL loads. Needed for shipping instructions.
Vendor	FK	The capacity provider for the load. Usually the carrier.
Vendor Invoice Processor	Picklist	“HubTran” or blank.
Vendor Invoice Total	Currency	The sum of all carrier/vendor invoices related to this load. Note that the API name of this field is “CarrierInvoiceTotal__c”.
Vendor Payment Total	Currency	The sum of all carrier/vendor payments related to this load. Note that the API name of this field is “CarrierPaymentTotal__c”.
VGM Cutoff Date	Datetime	Datetime by which container VGMs must be submitted.
Volume Units	Picklist	Volumetric units for Total Volume field.
Warehouse Contact	FK	Contact for Warehouse Loading Form.
Weight Units	Picklist	Weight units for Total Weight field.
Zip3 Lane	Text(7)	Internal field to optimize lane searches.
Zip5 Lane	Text(11)	Internal field to optimize lane searches.

Load Accessorial

This table contains accessorials associated with actual loads.

Field Name	Type	Description
Name	Text(80)	Accessorial name/description.
Accessorial	MD	References generic accessorial record.
Load	MD	The load this accessorial is applied to.
Provider	Picklist	“Carrier” or “Third Party”.
Stop	FK	The stop this accessorial is associated with, if available.

Load Entry Reference

This table contains account specific configurable references for entry on the customer portal.

Field Name	Type	Description
Reference Name	Auto Sequence	Record Identifier.
Label	Picklist	“Order Number”, “Reference Number”, “PO Number”, etc…
Required	Boolean	“True” if the entry is required on the customer portal.
Transportation Profile	MD	Transportation Profile record applicable to the entries.
Type	Picklist	“Customer”, “Pickup” or “Delivery”.

Load Involved

This Fleet Management table captures loads involved in Incident records.

Field Name	Type	Description
Load Involved ID	Auto Sequence	Record identifier.
Comments	Text(255)	Comments
Incident	MD	The parent Incident record.
Load	FK	The involved load record.
Open Claims	Picklist	Yes or No.

Load Posting

This table stores load postings made to the DAT, Post Everywhere, and Internet Truckstop load boards.

Field Name	Type	Description
Posting	Auto Sequence	Unique record identifier.
Allow Booking	Boolean	It “true” allows a carrier to book from the load board (Truckstop Only).
Description	Text(200)	Description of load/cargo.
Equipment Type	Text(100)	Desired equipment type to appear in posting.
Equipment Type Code	Text(100)	Desired equipment type to appear in posting.
Full Truckload	Boolean	If “true”, FTL load. Else, LTL load.
Last Update	Datetime	Date and time posting was created or updated.
Load	MD	The load the posting refers to.
Load Board	Picklist	“DAT” “LoadBoard Network”, “TransCore”, or “Truckstop”.
Load Board Posting ID	Text(40)	The internal load board posting Id.
Offer Rate	Currency	The rate offered by the user posting the load.
Offer Rate Type	Picklist	“Fixed Cost” or “Rate per Mile”.
Original Poster	FK	The user who posted the load originally.
Truck Length	Integer	Length (in feet) of desired truck (used by Post Everywhere only)

Load Reference

This table stores load and stop EDI reference numbers received from 204 EDI tender transactions.

Field Name	Type	Description
Name	Auto Sequence	Unique record identifier.
Label	Text(100)	Label or Text for reference number.
Load	MD	The parent load record.
Stop	FK	The stop record Id for stop-level reference numbers.
Stop Number	Integer	The number of the stop
Type	Text(30)	The type of reference number
Value	Text(200)	The value of the reference number.

Mode

This table defines the transportation modes supported by a particular TMS installation.

Field Name	Type	Description
Name	Text(80)	Mode name, such as “LTL”.
Carrier Application	Checkbox	When checked, the Equipment Type is available in the Online Carrier Application.
Customer Portal Description	Text(255)	Text displayed on mode selection page in the customer portal
Customer Portal Icon	Text(255)	Name of image used for mode icon in the customer portal.
Customer Portal Selection	Boolean	Should this mode appear on the customer self-serve portal.
Default Equipment Type	FK	References equipment type record usually used for this mode.
Enabled	Boolean	If “true” allow mode to be selected when defining carrier services.
LTL	Boolean	“true” if an LTL mode.
Order	Integer	List ordering of modes.
Maximum Weight	Integer	Maximum weight default for this mode. Used when creating carrier services.
Minimum Weight	Integer	Minimum weight default for this mode. Used when creating carrier services.
MCP Mode	Text(80)	MyCarrierPackets mode mapping
Required Application Documents	Picklist	Defines the documents that must be uploaded in the course of the online carrier application process.
RMIS Code	Text(20)	RMIS-specific code for this mode.
Show Carrier on Shipment Tracking	Boolean	If checked, the Carrier name and logo are displayed in the CustomerShipmentTracking LWC
Show Containers on Load Creation	Boolean	If true show container list when building a new load.
Weight Units	Picklist	‘lbs’ or ‘kg’. Associated with Minimum and Maximum Weight.

Payment Terms

This table defines vendor payment terms details.

Field Name	Type	Description
Carrier Application	Checkbox	When checked, the Equipment Type is available in the Online Carrier Application.
Name	Text(80)	Description of Payment Terms
Enabled	Boolean	Are terms available/enabled.
Order	Integer	Order of terms in picklists.
Payment Days Due	Integer	Number of days before payment is due.
Payment Discount %	Percent	The percent discount from the quote total to be applied to the invoice.
Portal Selection	Boolean	Should terms be available to carriers on the carrier portal.
Type	Picklist	“Vendor”.

Person Involved

This Fleet Management table captures persons involved in Incident records.

Field Name	Type	Description
Person Involved ID	Auto Sequence	Record identifier.
Comments	Text(255)	Comments
Contact	FK	Contact involved, if any.
Employee/Contractor	FK	User involved, if any.
Follow-Up Action	Text(255)	Follow-up action.
Follow-Up Date/Time	Datetime	Follow-up date and time.
Incident	MD	Parent Incident record.
Reported Date/Time	Datetime	Reported datetime.
Reported Incident	Boolean	“true” if this person reported the incident.
Role	Picklist	Role of person involved.
Supervisor	FK	Supervisor of person involved, if any.

Portal Configuration

This table defines text content on the customer self-serve portal

Field Name	Type	Description
Name	Auto Sequence	Unique record identifier.
Cargo Insurance Authorization	RTF(10000)	Text displayed to customer when authorizing insurance.
Cargo Insurance Excluded Commodities	RTF(10000)	Message to customer when clicking the “View Excluded Commodities” link and authorizing insurance.
Cargo Insurance Opt Out	RTF(10000)	Message to customer if they opt out of insurance.
Cargo Insurance Overview	RTF(10000)	Message to customer when clicking the “Learn More” link.
Credit Hold Message	RTF(10000)	Message to customer if they have exceeded their credit limit.
Load Entry Only Message	RTF(10000)	Message to customer after non-LTL load has been created.
Load Entry Page Footer	RTF(10000)	Footer text on load entry page.
Mode Selection Page Header	RTF(10000)	Header text when customer is selecting a mode.
No Carrier Quotes Message	RTF(10000)	Text displayed if no LTL API quotes are available for a load.
Post-Tender Page Footer	RTF (10000)	Footer text after customer tenders load.
Pre-Tender Page Footer	RTF(10000)	Footer text before customer tenders load.
Quote List Page Footer	RTF(10000)	Footer text on LTL API quote list page.
Tender Failed Alert Email	Email	Email address to alert when a customer portal tender fails.

Queued Transaction

This table contains asynchronously executed inbound and outbound web API transactions.

Field Name	Type	Description
Name	Auto Sequence	Record Identifier.
Content Type	Text(50)	Mime type of data packet.
Direction	Picklist	“Inbound” or “Outbound”.
Error Detail	Text(2000)	Details of any processing error.
Fingerprint	Text(200)	Unique Hashcode for duplicate detection.
In Process	Boolean	“true” if transaction has been queued by batch process.
Payload 1	Text(130,000)	Packet payload.
Payload 2	Text(130,000)	Packet payload remainder if it does not fit completely in Payload1.
Processing Time	Decimal	How long (in seconds) it takes to process transaction.
Processor	Text(100)	The service that processes the transaction.
Request IP Address	Text(20)	The sender IP address for inbound packets.
Status	Picklist	The processing status for the packet/transaction.
Status (Indexed)	Text(40)	Indexed version of the Status field used for quick start() method.

Queued Transaction Event (Custom Platform Event)

This table contains outbound HubTran transactions offloaded from the Queued Transaction Job.

Field Name	Type	Description
Direction	Text(20)	“Inbound” or “Outbound”.
Fingerprint	Text(200)	Unique Hashcode for duplicate detection.
Payload 1	Text(130,000)	Packet payload.
Processor	Text(100)	The service that processes the transaction.

Rate Calculation

This table allows users to define blended carrier rate estimates based on internal and load board data.

Field Name	Type	Description
Name	Text(80)	Identifies rate calculation.
Active	Boolean	If “true” rate calculation is active and will be calculated for loads.
Description	Text(255)	Description of rate calculation.
Mode	FK	The mode this rate calculation applies to.

Rate Calculation Rule

This table allows users to define blended carrier rate estimates based on internal and load board data.

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
Data Source	Picklist	TMS, DAT, FreightWaves, or Truckstop.
Distance Units	Picklist	Miles or Kilometers.
Equipment Category	Picklist	Van, Flatbed, Reefer, Specialized, or Ocean/Intermodal.
Lookback Days	Picklist	3, 7, 15, 30, or N/A.
Paid/Posted	Picklist	Paid, Posted, Contracted, or N/A.
Rate Calculation	MD	The parent Rate Calculation record.
Rate Type	Picklist	Spot.
Search Radius	Picklist	10, 25, 50, 75, 100, 125, 150, 200, or N/A.
Threshold	Integer	The minimum number of loads required to match this rule.
Weight	Percent	The weighting factor for this rule in the blended rate.

Rate Entry

This table defines pre-negotiated lane rates for customers and carriers.

Field Name	Type	Description
Rate Entry	Auto Sequence	Record identifier.
Apply Discounts To	Picklist	“Charges” or “Rates”.
Apply Surcharge To	Picklist	“Net” or “Gross”.
Auto-Tender	Boolean	Set to true to set the Carrier Quote to Auto-Tender.
Carrier Service	FK	The carrier service this rate is for, if applicable.
Category	Picklist	“Customer” or “Carrier”.
Cost	Currency	The rate for this lane if fixed cost or linear-feet based type.
Destination Free Days	Integer	How long container can sit at port of receipt for this move.
DIM Factor	Decimal	Factor for dimensional weight calculations.
Direct/Interline	Picklist	LTL Workbench support field.
Distance	Decimal	Optional mileage override for stored rates where mileage is also pre-negotiated.
Distance Units	Picklist	“Miles” or “Kilometers”. Used with distance-based rates.
Effective Date	Date	The date when a rate entry becomes valid.
Estimated Transit Time (Days)	Integer	Transit time in days for the move at this service level.
Expected Load Volume	Integer	Expected load volume for this (RFP) lane.
Expiration Date	Date	The date after which the rate entry is expired.
Fleet Loads Only	Boolean	If true only match on Fleet loads.
Fuel Surcharge	FK	The Fuel Surcharge schedule to use for a stored rate record.
Full Truck Cost	Currency	Full truck cost for customer, linear feet based rate entry.
Full Truck Length	Integer	Full truck length for customer, linear feet based rate entry.
Handling Units	Picklist	Used with handling-unit based rates.
HU Calculation Method	Picklist	Handling Unit calculation method for this rate.
HU Max Weight	Decimal	Handling Unit Max Weight for this rate.
Lane	FK	The lane this rate entry is valid for.
Lane Match Option	Picklist	“Intrastate Only” or “Interstate Only”.
LTL Surcharge	Percent	Surcharge percent of LTL rating.
Maximum Alternation Weight	Integer	Maximum alternation weight threshold.
Maximum Count	Integer	Maximum number of handling units for this rate.
Maximum Range	Decimal	Maximum range for this rate, for example, linear feet maximum.
Maximum Weight	Integer	Maximum weight for this rate.
Minimum Charge Discount	Percent	Minimum charge discount.
Minimum Charge Floor	Currency	Minimum charge floor.
Minimum Cost	Currency	Minimum rate for this lane (“cost floor”).
Minimum Count	Integer	Minimum number of handling units for this rate.
Minimum Range	Decimal	Minimum range for this rate, for example, linear feet minimum.
Minimum Weight	Integer	Minimum weight for this rate.
Mode	FK	Mode of carrier service for carrier rates; mode selected by user for customer rates.
Movement Type	Picklist	Ocean FCL field for “Door to Door”, “Port to Port”, etc.
NMFC Class	Picklist	NMFC Classes for this rate to be valid.
NMFC Class 100 =	Picklist	Used Class for NMFC Class 100 input.
NMFC Class 110 =	Picklist	Used Class for NMFC Class 110 input.
NMFC Class 125 =	Picklist	Used Class for NMFC Class 125 input.
NMFC Class 150 =	Picklist	Used Class for NMFC Class 150 input.
NMFC Class 175 =	Picklist	Used Class for NMFC Class 175 input.
NMFC Class 200 =	Picklist	Used Class for NMFC Class 200 input.
NMFC Class 250 =	Picklist	Used Class for NMFC Class 250 input.
NMFC Class 300 =	Picklist	Used Class for NMFC Class 300 input.
NMFC Class 400 =	Picklist	Used Class for NMFC Class 400 input.
NMFC Class 50 =	Picklist	Used Class for NMFC Class 50 input.
NMFC Class 500 =	Picklist	Used Class for NMFC Class 500 input.
NMFC Class 55 =	Picklist	Used Class for NMFC Class 55 input.
NMFC Class 60 =	Picklist	Used Class for NMFC Class 60 input.
NMFC Class 65 =	Picklist	Used Class for NMFC Class 65 input.
NMFC Class 70 =	Picklist	Used Class for NMFC Class 70 input.
NMFC Class 77.5 =	Picklist	Used Class for NMFC Class 77.5 input.
NMFC Class 85 =	Picklist	Used Class for NMFC Class 85 input.
NMFC Class 92.5 =	Picklist	Used Class for NMFC Class 92.5 input.
Notes	Text(2000)	Notes related to optional accessorials.
Pricing Owner	FK	The user in charge of pricing this (RFP) rate entry.
Priority	Picklist	“1”, “2”, or “3” based on carrier preference level for lane.
Quote/Contract Id	Text(100)	Quote identifier passed on to quotes created based on this record.
Rate	Currency	The rate for this lane if a per-xxxx cost driver is used.
Rate Adjustment Factor	Decimal	Rate multiplier.
RFP	FK	The RFP this rate entry was created under.
Sales Floor	Currency	The not-to-go-below guidance for customer sales reps.
Service Level	FK	“Standard” or “Expedited”.
Shipper Comments	Text(255)	Comments from the shipper related to this (RFP) lane.
Status	Picklist	Pending, Quoted, Accepted, Rejected, or Cancelled.
Tariff Description	Text(255)	Tariff description.
Tariff Effective Date	Date	Tariff Effective Date.
Tariff Name	Picklist	Tariff to apply.
Tariff Schedule	FK	Optional Tariff Schedule to apply when getting quotes (SMC3).
TL Surcharge	Percent	Truckload surcharge.
Transportation Profile	MD	The customer or broker that this rate is operative for.
Type	Picklist	“Fixed-Cost”, “Distance-Based”, “Weight-Based”, “Billable Weight-Based“, Handling Unit-Based”, “Linear Feet-Based”, “Fuel Only”, ”API”, “Phone”, “Fax”, or “Email”.
Volume Units	Picklist	Used for dimensional weight calculations.
Weight Break 1	Text(100)	Weight Break 1 Description.
Weight Break 1 Discount	Percent	Weight Break 1 discount percent.
Weight Break 2	Text(100)	Weight Break 2 Description.
Weight Break 2 Discount	Percent	Weight Break 2 discount percent.
Weight Break 3	Text(100)	Weight Break 3 Description.
Weight Break 3 Discount	Percent	Weight Break 3 discount percent.
Weight Break 4	Text(100)	Weight Break 4 Description.
Weight Break 4 Discount	Percent	Weight Break 4 discount percent.
Weight Break 5	Text(100)	Weight Break 5 Description.
Weight Break 5 Discount	Percent	Weight Break 5 discount percent.
Weight Break 6	Text(100)	Weight Break 6 Description.
Weight Break 6 Discount	Percent	Weight Break 6 discount percent.
Weight Break 7	Text(100)	Weight Break 7 Description.
Weight Break 7 Discount	Percent	Weight Break 7 discount percent.
Weight Break 8	Text(100)	Weight Break 8 Description.
Weight Break 8 Discount	Percent	Weight Break 8 discount percent.
Weight Break 9	Text(100)	Weight Break 9 Description.
Weight Break 9 Discount	Percent	Weight Break 9 discount percent.
Weight Break 10	Text(100)	Weight Break 10 Description.
Weight Break 10 Discount	Percent	Weight Break 10 discount percent.
Weight Break 11	Text(100)	Weight Break 11 Description.
Weight Break 11 Discount	Percent	Weight Break 11 discount percent.
Weight Units	Picklist	“lbs”, “kg”, or “cwt”. Used with weight-based rates.

Rate Entry Accessorial

This table defines pre-negotiated accessorial charges for Ocean FCL stored rates.

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
Accessorial	MD	The accessorial the charge arises from.
Accessorial Name	Text(80)	The name of the accessorial.
Charge	Currency	The charge amount.
Code	Text(20)	The optional charge code.
Mandatory	Boolean	“true” if this charge is always present.
Minimum Weight	Integer	The threshold weight for including this charge.
Per	Picklist	“Per Load” or “Per Container”.
Rate Entry	MD	The parent Rate Entry.
Weight Units	Picklist	“lbs” or “kg”.

Rate Entry Routing

This table defines pre-negotiated via and transshipment points for a rate entry.

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
City	Text(40)	Intermediate stop City.
Country	Text(2)	Intermediate stop ISO country code.
Number	Integer	Ordered number of intermediate stop.
Rate Entry	MD	Parent Rate Entry record.
State/Province	Text(2)	Intermediate stop ISO province code.
Type	Picklist	“Airport”, “Seaport”, “Rail Terminal”, or “Warehouse”.
UN Location Code	Text(6)	Intermediate stop UN Location Code.

Rebate Program

This table defines programs for creating rebates on customer loads.

Field Name	Type	Description
Rebate Program Name	Text(80)	Record identifier.
Description	Text(255)	Description of the rebate program.
Rebate Recipient	FK	Recipient account for the rebate program.
Type	Picklist	“Association” or “Customer Direct”.

Rebate Program Entry

This table defines entries for a rebate program.

Field Name	Type	Description
Rebate Program Entry	Auto-Sequence	Record identifier.
Mode	FK	Applicable mode for the rebate program entry.
Rebate Percent	Percent	Percent of the customer quote pre-tax total.
Rebate Program	MD	Parent rebate program record.

Recurring Load Schedule

This table defines schedules for the automatic creation of loads.

Field Name	Type	Description
Name	Text(80)	Schedule identifier.
Active	Boolean	Is schedule active.
Assign Carrier to Load	Boolean	If “true” set load status of cloned loads to “Assigned” and assign carrier and carrier service.
Description	Text(255)	Description/Purpose of schedule.
End Date	Date	End date for schedule to be active.
Friday Count	Integer	The number of loads/plans to be cloned for Friday first pickup.
Last Process Date	Date	The date the schedule was last processed by the batch job.
Last Process Status	Text(255)	The status of the last batch job run for this schedule.
Load Creation Day	Picklist	The day of week to create the cloned loads/plans.
Load Creation Frequency	Picklist	Every Week or Every Two Weeks.
Monday Count	Integer	The number of loads/plans to be cloned for Monday first pickup.
Next Process Date	Date	The date of the next batch job run for this schedule.
Saturday Count	Integer	The number of loads/plans to be cloned for Saturday first pickup.
Start Date	Date	Start date for schedule to be active.
Sunday Count	Integer	The number of loads/plans to be cloned for Sunday first pickup.
Thursday Count	Integer	The number of loads/plans to be cloned for Thursday first pickup.
Tuesday Count	Integer	The number of loads/plans to be cloned for Tuesday first pickup.
Wednesday Count	Integer	The number of loads/plans to be cloned for Wednesday first pickup.

Recurring Freight Plan

This table defines freight plans to be cloned by Recurring Load Schedules.

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
Freight Plan	MD	The freight plan to be cloned.
Last Process Date	Date	The date the record was last processed by the batch job.
Last Process Status	Text(255)	The status of the last batch job run for this record.
Recurring Load Schedule	MD	The schedule this freight plan is a part of.

Recurring Load

This table defines loads to be cloned by Recurring Load Schedules.

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
Last Process Date	Date	The date the record was last processed by the batch job.
Last Process Status	Text(255)	The status of the last batch job run for this record.
Load	MD	The load to be cloned.
Recurring Load Schedule	MD	The schedule this freight plan is a part of.

RFP

This table supports management of customer and carrier RFPs.

Field Name	Type	Description
RFP Name	Text(80)	Record identifier.
Alternate Contact	FK	Alternate customer/carrier contact for RFP information.
Award Date	Date	The date the RFP is won/awarded.
Batch Job Running	Boolean	LTL Workbench support field.
Carrier Markup Group	FK	LTL Workbench support field.
Carrier Service	FK	LTL Workbench support field.
Company	FK	The account record of the company sending/receiving the RFP.
Description	Text(255)	RFP details.
Direct/Interline	Picklist	LTL Workbench support field.
Estimated Transit Time (Days)	Integer	LTL Workbench support field.
Export File Name	Text(255)	LTL Workbench support field.
Ignore Carrier Exclusions	Boolean	LTL Workbench support field.
Issue Date	Date	The date the RFP was issued.
Lowest Carrier Quote Only	Boolean	LTL Workbench support field.
Margin	Percent	LTL Workbench support field.
Markup	Currency	LTL Workbench support field.
Markup Strategy	Picklist	LTL Workbench support field.
Primary Contact	FK	Primary customer/carrier contact for RFP information.
Quote/Contract ID	Text(100)	LTL Workbench support field.
Quote Source	Picklist	LTL Workbench support field. “Both”, “API” or “Stored Rates”.
Rate Entry Status	Picklist	LTL Workbench support field. “Both”, “Accepted”, or “Quoted”.
Response Due Date	Datetime	Date and time the RFP response is due.
Response Sent Date	Datetime	Date and time the RFP response is sent/received.
Status	Picklist	Pending, Received, Responded, or Closed.
Status Comments	Text(255)	Status comment details.
Type	Picklist	Customer (inbound RFP) or Carrier (outbound RFP).

RFP Exclusion

This table supports the LTL Workbench when excluding carriers.

Field Name	Type	Description
RFP Exclusion	Auto Sequence	Record identifier.
Exclusion ID	Text(18)	Record ID of object to exlude.
RFP	MD	The RFP this exclusion is related to.
Type	Picklist	“Carrier Exclusion”.

Sales Tax

This table defines Canadian and Mexican sales tax rates.

Field Name	Type	Description
Tax Name	Text(80)	Tax name.
Destination Country	Picklist	Destination ISO country code.
Destination State/Province	Picklist	Destination ISO state/province code.
Jurisdiction	Picklist	Taxing jurisdiction – Canada or Mexico.
Origin Country	Picklist	Origin ISO Country code.
Origin State/Province	Picklist	Origin ISO state/province code.
Tax Rate	Percent(3,3)	Tax rate as a percentage of total transportation charges.
Tax Type	Picklist	Tax type: “GST”, “HST”, “QST”, “VAT” or “RET”.

Sales Tax Exclusion

This table defines customer-specific exclusions to certain taxes.

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
Account	MD	The customer to exclude certain taxes from.
Sales Tax	MD	The Sales Tax to exclude.
Tax Treatment	Picklist	“Do Not Calculate or Display” or “Display as Zero Amount”.

Service Item Master

This Fleet Management table captures reusable service order items.

Field Name	Type	Description
Service Item Name	Text(80)	Record identifier.
Labor Cost	Formula(Currency)	Item labor cost.
Labor Hours	Decimal	Item labor hours.
Labor Rate per Hour	Decimal	Item labor rate.
Parts Cost	Decimal	Item cost of parts.
Total Cost	Formula(Currency)	Parts + Labor cost.

Service Level

This table defines basic service-levels for a carrier.

Field Name	Type	Description
Name	Text(80)	Service Level name.

Service Order

This Fleet Management table captures service orders for assets.

Field Name	Type	Description
Service Order Number	Auto Sequence	Record identifier.
Category	Picklist	Repair or Maintenance.
Completion Date	Date	Completion date.
Description	Text(255)	Description.
Fleet Asset	MD	The fleet asset being serviced.
Incident	FK	The related Incident record, if any.
Inspection Report	FK	The related Inspection Report record, if any.
Items Completed	Integer	Rollup count of items completed.
Items On Hold	Integer	Rollup count of items on hold.
Items Pending	Integer	Rollup count of items pending.
Items Started	Integer	Rollup count of items started.
Service Location	FK	Location of servicing.
Service Manager	FK	User who is service manager.
Service Order Items	Integer	Rollup count of all items.
Service Order Status	Picklist	Pending, Started, or Completed.
Service Order Template	FK	Template used to create Service Order, if any.
Start Date	Date	Start date.
Total Cost	Decimal	Rollup of all costs.
Total Labor Cost	Decimal	Rollup of all labor costs.
Total Labor Hours	Decimal	Rollup of all labor hours.
Total Parts Cost	Decimal	Rollup of all parts costs.

Service Order Item

This Fleet Management table captures service orders line items for assets.

Field Name	Type	Description
Service Order Item	Text(80)	Record identifier.
Comments	Text(255)	Comments
Completion Date	Date	Completion date.
Labor Cost	Formula(Currency)	Labor cost.
Labor Hours	Decimal	Labor hours.
Labor Rate per Hour	Currency	Labor rate.
Order	Integer	Position in list of items under parent record.
Parts Cost	Decimal	Parts cost.
Service Item Master	FK	Service Item Master this record was cloned from, if any.
Service Order	MD	Parent Service Order record.
Service Technician	FK	Service technician user record.
Start Date	Date	Start Date
Status	Picklist	Item completion status.
Total Cost	Formula(Currency)	Total Labor + Parts cost.

Service Order Template

This Fleet Management table captures reusable service order templates.

Field Name	Type	Description
Template Name	Text(80)	Record identifier.
Category	Picklist	Repair or Maintenance.
Description	Text(255)	Template description.

Service Order Template Item

This Fleet Management table captures reusable service order template line items.

Field Name	Type	Description
Template Item ID	Auto Sequence	Record identifier.
Order	Integer	Position in parent service order template list of children.
Service Item Master	MD	Item master this record was cloned from.
Service Order Template	MD	The parent template record.

Service Route

This table defines service routes for Ocean FCL carriers.

Field Name	Type	Description
Name	Text(80)	Service Route name.
Carrier Service	MD	The carrier service this route is defined for.

Stop

This table defines every origin/destination, pickup and drop-off stop for actual loads. Every load has two or more stops associated with it.

Field Name	Type	Description
Stop	Text(80)	Auto-generated stop name.
Address	Text(255)	The complete address of this stop (concatenation formula field).
Appointment Required	Boolean	“True” if the carrier must make an appointment at this location.
Appointment Time	Text(11)	The carrier’s appointment time for the pickup/drop-off.
Arrival Date	Date	The date the carrier arrives at the stop.
Arrival Status	Text(20)	“Early”, “On Time”, or “Late”.
Arrival Time	Text(5)	The 24-hour time the carrier arrives at the stop.
Carrier ETA Date	Date	The carrier-predicted arrival date.
Carrier ETA Time	Text(5)	The carrier-predicted 24-hour arrival time.
Carrier Status	Picklist	High-level stop status, such as “Loading”.
Carrier Status as of	Datetime	Date and time carrier provided status update.
Carrier Status Comments	Text(255)	Free-form carrier status comments on issues at stop.
Carrier Status Reason	Picklist	EDI 214 status reason codes.
City	Text(40)	Stop city (if no Location populated).
City Index	Text(100)	Indexed City-State Lane for Quote History LWC
Country	Picklist	Stop country code (if no Location populated).
Country Index	Text(40)	Indexed Country Lane for Quote History LWC
Cumulative Miles	Decimal	How many miles to get to this stop via the route.
Departure Date	Date	The date the carrier departs the stop.
Departure Time	Text(5)	The 24-hour time the carrier departs the stop.
EDI Provider	Picklist	“Kleinschmidt” or “Cleo”.
Expected Date	Date	The date the carrier is expected to arrive.
Expected Day	String	Expected Date day name.
Geolocation	Geolocation	The latitude/longitude of a no-account stop.
Instructions	Text(2000)	Free form carrier instructions.
Is Dropoff	Boolean	“True” if this is a drop-off stop.
Is Pickup	Boolean	“True” if this is a pickup stop.
Is Geolocation	Boolean	“True” if latitude and longitude only are provided.
Kilometers Away	Decimal	How far is current location of driver from this stop.
Last Route Update	Datetime	Set when location or date/time of appointment changes.
Load	MD	The load this stop is associated with.
Loading/Unloading Complete Date	Date	Date loading/unloading is completed at stop. Usually after arrival and before departure.
Loading/Unloading Complete Time	Text(5)	Time loading/unloading is completed at stop. Usually after arrivl and before departure.
Location	FK	The account record that is this stop’s location.
Location Name	Text(80)	The account name of the location.
Miles Away	Decimal	How far is current location of driver from this stop.
Number	Integer	The number of the stop in the route.
OTD Counter	Integer	“1” if the carrier is early or on time. “0” otherwise.
P/D	Text	Formula field indicating “Pickup” or “Delivery”
P/DAS	Text(255)	Internal formula field supporting on time calculations.
P/D Status	Text(255)	Stores the result of the Pickup/Delivery Status calculation using the Grace fields on the Location TP. Used by the Arrival Status field.
Pickup/Delivery Number	Text(200)	Customer pickup/delivery number.
Pickup/Delivery Status	Text(255)	Carrier status summary information for stop.
Postal Code	Text(20)	Stop postal code (if no Location populated).
Postal Code Index	Text(40)	Indexed Postal Code Lane for Quote History LWC
References	Text(255)	Stop-level reference numbers and Ids.
Shipping/Receiving Contact	FK	Refers to shipping/receiving contact at that location.
Shipping/Receiving Hours	Text(11)	Location hours of operation.
State/Province	Picklist	Stop state/province (if no Location populated).
State Index	Text(40)	Indexed State Lane for Quote History LWC
Stop Status	Picklist	“En Route”, “Arrived”, or “Departed”.
Street Address	Text(50)	Stop street address (if no Location populated).
Tracking Provider (Customer)	Text(40)	Which tracking provider is tracking this load for customer.

Tariff Schedule (Obsolete)

THIS TABLE IS OBSOLETE.

Field Name	Type	Description
Name	Text(80)	Name of Tariff Schedule.
Apply Discounts To	Picklist	“Charges” or “Rates”.
Apply Surcharge To	Picklist	“Net” or “Gross”.
Description	Text(255)	Description of Tariff Schedule.
LTL Surcharge	Percent	Surcharge percent of LTL rating.
Maximum Alternation Weight	Integer	Maximum alternation weight threshold.
Minimum Charge Discount	Percent	Minimum charge discount.
Minimum Charge Floor	Currency	Minimum charge floor.
NMFC Class 100 =	Picklist	Used Class for NMFC Class 100 input.
NMFC Class 110 =	Picklist	Used Class for NMFC Class 110 input.
NMFC Class 125 =	Picklist	Used Class for NMFC Class 125 input.
NMFC Class 150 =	Picklist	Used Class for NMFC Class 150 input.
NMFC Class 175 =	Picklist	Used Class for NMFC Class 175 input.
NMFC Class 200 =	Picklist	Used Class for NMFC Class 200 input.
NMFC Class 250 =	Picklist	Used Class for NMFC Class 250 input.
NMFC Class 300 =	Picklist	Used Class for NMFC Class 300 input.
NMFC Class 400 =	Picklist	Used Class for NMFC Class 400 input.
NMFC Class 50 =	Picklist	Used Class for NMFC Class 50 input.
NMFC Class 500 =	Picklist	Used Class for NMFC Class 500 input.
NMFC Class 55 =	Picklist	Used Class for NMFC Class 55 input.
NMFC Class 60 =	Picklist	Used Class for NMFC Class 60 input.
NMFC Class 65 =	Picklist	Used Class for NMFC Class 65 input.
NMFC Class 70 =	Picklist	Used Class for NMFC Class 70 input.
NMFC Class 77.5 =	Picklist	Used Class for NMFC Class 77.5 input.
NMFC Class 85 =	Picklist	Used Class for NMFC Class 85 input.
NMFC Class 92.5 =	Picklist	Used Class for NMFC Class 92.5 input.
Rate Adjustment Factor	Decimal	Rate multiplier.
Tariff Name	Picklist	Tariff to apply.
TL Surcharge	Percent	Truckload surcharge.
Weight Break 1	Text(100)	Weight Break 1 Description.
Weight Break 1 Discount	Percent	Weight Break 1 discount percent.
Weight Break 2	Text(100)	Weight Break 2 Description.
Weight Break 2 Discount	Percent	Weight Break 2 discount percent.
Weight Break 3	Text(100)	Weight Break 3 Description.
Weight Break 3 Discount	Percent	Weight Break 3 discount percent.
Weight Break 4	Text(100)	Weight Break 4 Description.
Weight Break 4 Discount	Percent	Weight Break 4 discount percent.
Weight Break 5	Text(100)	Weight Break 5 Description.
Weight Break 5 Discount	Percent	Weight Break 5 discount percent.
Weight Break 6	Text(100)	Weight Break 6 Description.
Weight Break 6 Discount	Percent	Weight Break 6 discount percent.
Weight Break 7	Text(100)	Weight Break 7 Description.
Weight Break 7 Discount	Percent	Weight Break 7 discount percent.
Weight Break 8	Text(100)	Weight Break 8 Description.
Weight Break 8 Discount	Percent	Weight Break 8 discount percent.
Weight Break 9	Text(100)	Weight Break 9 Description.
Weight Break 9 Discount	Percent	Weight Break 9 discount percent.
Weight Break 10	Text(100)	Weight Break 10 Description.
Weight Break 10 Discount	Percent	Weight Break 10 discount percent.
Weight Break 11	Text(100)	Weight Break 11 Description.
Weight Break 11 Discount	Percent	Weight Break 11 discount percent.

Transportation Profile

This table provides account-level, transportation-specific fields. There are six record types for this table:

Carrier (Air)
Carrier (Ground)
Carrier (Ocean)
Carrier (Rail)
Shipper/Consignee
Broker/3PL

Carrier-only fields are designated in bold.

Field Name	Type	Description
Name	Text(80)	Usually identical to the associated account record name.
Agreement Status	Picklist	Pending, Requested, Received, Verified
Agreement Date	Date	Date when the carrier agreed to the T&C
Agreement Signed By	Contact	Lookup to Contact record that signed the agreement
Allow Booking from Load Postings	Picklist	Used to add a carrier to a load board via API (Truckstop only) or set a customer’s load posting to Allow Booking true (auto-posts or list view posts only)
Appointment Time Grace Period (After)	Integer	number of minutes a carrier can arrive after an appointment time and still be considered On Time
Appointment Time Grace Period (Before)	Integer	number of minutes a carrier can arrive before an appointment time and still be considered On Time
A/R Current	Currency	Current accounts receivable balance.
A/R Past Due	Currency	Past Due accounts receivable balance.
A/R Unbilled	Currency	Pending customer invoices and accepted customer quotes without corresponding invoices.
Authority Granted Date	Date	Date carrier authority granted.
Authority Risk	Picklist	SaferWatch/MyCarrierPackets authority risk measure.
Authority Risk Points	Integer	MyCarrierPackets authority risk score.
Batch Invoicing Email Process	Picklist	How to batch and send customer invoices.
Batch Invoicing POD Treatment	Picklist	How to handle POD attachments to a load when batch-generating customer invoices.
Billing Method	Picklist	“Email”, “EDI”, or “Print”.
Breakthrough Fuel Shipper Id	Text(50)	Breakthrough Fuel customer identifier.
Broker Authority Status	Picklist	Active, Inactive, or None
Broker Authority Pending	Picklist	Yes or No.
Broker Authority Revocation	Picklist	Yes or No.
CAAT	Text(40)	Mexico carrier identifier.
CARB-TRU Certificate Expiration Date	Date	Date when the CARB-TRU Certification expires (RMIS)
CARB-TRU Compliance Type	Text(100)	CARB-TRU Compliance Type (RMIS)
CARB-TRU Compliant Vehicles Reported	Integer	Number of CARB-TRU Compliant Vehicles (RMIS)
CARB-TRU Non-Compliant Reason	Text(8000)	CARB-TRU Non-Compliant Reason (RMIS)
Canada Province Coverage	Picklist	Canadian provinces served by the carrier.
Cargo Carried	Picklist	Cargo type carried by the carrier.
Cargo Insurance Option	Picklist	“Hide”, “Opt In”, or “Opt Out”
Carrier API Login Group	Text(40)	Enter Project44 Login Group Key for customer-specific carrier pricing.
Carrier Comments	Text(255)	Carrier comments on their FMCSA data.
Carrier Engagement Automation	Picklist	Auto-Tender, Auto-Offer, Auto-Post
Carrier Markup Group	FK	The set of Carrier Markup records to use for this customer.
Carrier Operation	Picklist	Interstate, Intrastate, or Intrastate HazMat.
Carrier Payment Terms	Payment Terms	Lookup to Payment Terms
Carrier Pay To Name	Text(255)	Name of the Factor Company in RMIS
Carrier Remit To	FK	Carrier or Factoring Company.
Carrier Remit To As Of	Datetime	Date and time when the Carrier Remit To changed
Carrier Remit To Admin Job Id	Text(18)	Internal field – Id of the batch job updating the Carrier Remit To
Carrier Review Comments	Text(2000)	Analyst comments on carrier during review process.
Carrier Review Status	Picklist	Current status of carrier with regard to carrying loads.
Commodity Catalogue	FK	(Shipper/Consignee) commodity catalogue to use for line item entry.
Common Authority Status	Picklist	Active, Inactive, or None
Common Authority Pending	Picklist	Yes or No.
Common Authority Revocation	Picklist	Yes or No.
Company Logo	Rich Text Area(31000)	Company logo used in the CustomerShipmentTracking LWC
Company Risk	Picklist	Company name/address risk measure.
Consolidated Invoicing	Boolean	If “true” display Master Invoice Number on invoice documents.
Contract Authority Status	Picklist	Active, Inactive, or None
Contract Authority Pending	Picklist	Yes or No.
Contract Authority Revocation	Picklist	Yes or No.
Credit Limit	FK	Associated shared credit limit record, if any.
Credit Limit Amount	Currency	Credit limit maximum to be extended this customer.
Credit Limit Available	Currency	[Credit Limit + Unapplied Cash/Credit Memos] - [the three A/R balances].
Credit Limit Calculation Error	Text(255)	Automatically populated with the error message, should one occur when AR Calculation is performed.
Credit Limit Utilized	Percent	Percent of credit limit utilized.
Credit Rating	Picklist	Credit score for account(s) related to this record.
Credit Review Comments	Text(255)	Comments related to credit review.
Credit Review Date	Date	Date of credit review.
Credit Review Status	Picklist	Approved, Denied, Credit Hold, or Pending.
Default Delivery Instructions	Text(2000)	Default delivery instructions for load stops whose location (account record) refers to this transportation profile record.
Default Pickup Instructions	Text(2000)	Default pickup instructions for load stops whose location (account record) refers to this transportation profile record.
Delivery Appointment Required	Boolean	Default value for load stops whose location (account record) refers to this transportation profile record.
Default Customer Bill To	FK	Default customer bill to account record reference.
Default Delivery Range	Number	How far is carrier willing to deadhead from delivery point.
Default Pickup Range	Number	How far is carrier willing to deadhead to pickup point.
Distance Units	Picklist	Miles or Kilometers. Relates to deadhead fields.
Driver Info Available	Boolean	Can driver communicate load status.
D&B DUNS Number	Text(9)	D&B DUNS Number from MyCarrierPackets
ePayment Authorized	Picklist	To enable/disable the ability to issue Comcheks/Moneycodes
Exclude Carrier Pricing	Checkbox	Check this box to exclude carrier quote totals from Sales History and RateIQ tool results
Federal Tax Id	Text(11)	Federal tax ID or SSN.
Fleet Size	Integer	Fleet size available to handle loads.
FMCSA Insurance Cancellation Date	Date	Cancellation date from SaferWatch.
FMCSA Insurance Cancellation Type	Text(20)	Cancellation insurance type from SaferWatch. BIPD Only(?)
Insurance Risk	Picklist	SaferWatch/MyCarrierPackets insurance risk measure.
Insurance Risk Points	Integer	MyCarrierPackets insurance risk score.
Internal Notes	Text(2000)	Internal view only notes about the account/location
Invoice Terms	Integer	Invoice terms granted this customer.
Language	Picklist	Language the document labels will be rendered in.
Last Carrier Review Date	Date	Set every time the SaferWatch/RMIS data is pulled and updated on the TP through the batch process or by the user
Last Carrier Review Status	Text(40)	Read-only field that displays the previous Carrier Review Status
Location Hours Grace Period (After)	Integer	Number of hours a carrier can arrive after the shipping/receiving hours and still be considered On Time. Note if there is an appointment time, the appointment grace period use used
Location Hours Grace Period (Before)	Integer	Number of hours a carrier can arrive before the shipping/receiving hours and still be considered On Time. Note if there is an appointment time, the appointment grace period use used
Location Update Send Frequency	Picklist	How often to send EDI 214 X6 Location updates.
LTL Quote Refresh	Integer	Number of minutes before LTL quotes expire in the portal.
Mask Load Board Booking Requests	Boolean	If “true” masks the stop location names on the load boards (Truckstop only).
MC/MX/FF Number	Text(20)	Carrier identifier.
Mexico State Authority	Picklist	Mexican state authority for carrier.
Mexico State Coverage	Picklist	Mexican states served by the carrier.
Mexico Tax ID	Text(20)	Mexican federal tax Id.
Mileage API	Picklist	“PC Miler” or “Rand McNally”.
Mileage API Routing	Picklist	“Practical” or “Shortest”.
Mileage API Version	Picklist	Customer-specific version of mileage data to use.
Monitor Carrier	Boolean	If true, carrier is monitored daily for changes in FMCSA data.
NSC Safety Certificate Date	Date	Date of Canadian safety certification.
NSC Number	Text(40)	Canadian national safety code number.
Number of Drivers	Integer	The number of drivers available to handle loads.
Operation Risk	Picklist	SaferWatch/MyCarrierPackets operation risk measure.
Operation Risk Points	Integer	MyCarrierPackets operation risk score.
Other Carrier Capabilities	Picklist	Other capabilities related to the carrier such as TSA Certification.
Out of Service	Picklist	Yes or No.
Out of Service Date	Date	Date carrier was designated as out of service.
Overall Risk	Picklist	SaferWatch/MyCarrierPackets overall risk measure.
Overall Risk Points	Integer	MyCarrierPackets overall risk score.
Payment Processor	Picklist	Accounting or TriumphPay.
Payment Terms	Picklist	Default payment terms for customer.
Pickup Appointment Required	Boolean	Default value for load stops whose location (account record) refers to this transportation profile record.
POD Required	Boolean	“true” if POD is required to invoice this customer.
Provincial Authority	Picklist	Canadian province that authorized carrier.
Provincial Permit Number	Text(40)	Canadian provincial permit number.
Rating Source	Picklist	“Customer Rates Only” or “Customer + Global Rates”
Rebate Program	FK	Rebate program for generating rebates on the customer’s load.
Receiving Hours	Text(11)	Default value for load stops whose location (account record) refers to this transportation profile record.
Remit To Option	Picklist	Direct, Factor
Reseller Markup Group	FK	Markup group record for determining reseller markup on the portal.
RMIS Carrier Payment Option	Text(255)	If collected in the RMIS onboarding process, the payment terms selected by the carrier will appear here (informational only)
RMIS Certified	Picklist	Yes or No.
RMIS ID	Text(40)	RMIS unique carrier identifier.
RMIS Non-Certified Reason	Text(255)	Description of why carrier failed RMIS certification.
Safety Rating	Picklist	FMCSA safety rating.
Safety Rating Date	Date	FMCSA safety rating date.
Safety Risk	Picklist	SaferWatch/MyCarrierPackets safety risk measure.
Authority Risk Points	Integer	MyCarrierPackets safety risk score.
SCAC	Text(4)	Carrier Identifier.
Shipping Hours	Text(11)	Default value for load stops whose location (account record) refers to this transportation profile record.
State DOT Number	Text(20)	State DOT
State DOT Authority	Picklist	State for State DOT Number.
Tax Exempt	Boolean	“True” if sales taxes should NOT be calculated for this customer.
Temporary Approval Expiration	Date	Compliance rules that auto-reject the carrier will not execute until this date when a date is entered
Tender Documents	Picklist	Which documents are emailed to carrier during tendering.
Total Power Units	Integer	FMCSA provided data.
Total US Vehicle Inspections	Integer	FMCSA provided data.
Tracking Customer Id	Text(20)	MacroPoint customer number for shared load status tracking with customer.
Unapplied Cash/Credit Memos	Currency	Contains any cash or credit memo balances for customer not yet allocated to an invoice.
Upload Complete	Picklist	List of load boards the carrier has been added to via API (Truckstop only).
US DOT Number	Text(10)	US DOT
US State Coverage	Picklist	US states served by carrier.
Vendor Invoice Processor	Picklist	“HubTran” or none.
W9 Address	Text(255)	Street address as entered on W9
W9 City	Text(40)	City as entered on W9
W9 State	Picklist	State as entered on W9
W9 Postal Code	Text(20)	Post Code as entered on W9
W9 Validated	Boolean	Has RMIS validated the W9 information.
Watchdog Reports	Picklist	SaferWatch-provided carrier field.

Transportation Profile Accessorial

This table contains pre-negotiated customer accessorial charges.

Field Name	Type	Description
Name	Text(80)	Accessorial name/description.
Accessorial	MD	References the generic accessorial record.
Charge	Currency	The negotiated charge for this accessorial.
Charge Type	Picklist	Type of charge, such as Fixed Cost or Per Mile.
Transportation Profile	MD	The parent transportation profile (and accounts).
Stop	Picklist	The stop number to apply a stop charge to.
Stop Count Threshold	Picklist	The number of load stops that triggers application of stop charges.

TMS Document

This reference table contains the names of all documents produced by TMS in the life of a load.

Field Name	Type	Description
Name	Text(80)	Document name.

TMS Document Field

This table contains additional fields added by users to TMS documents.

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
Document Options	MD	The Document Options record this record is related to.
Field Name	Text(50)	The API field name to add to the document.
Order	Integer	The order of the added field on the document.
Table	Text(50)	The API table name the field comes from. Current choices are Load, Stop, and Line Item.
TMS Document	MD	The TMS Document record this record is related to.

TMS Document Options

This table contains options specific to a document options record and document type combination (such as the Global Document Options record and the BOL pdf document).

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
Custom Page Name	Text(50)	API Name of Visualforce page that overrides current document.
Document Options	MD	The Document Options record this record is related to.
Logo Id	Text(18)	Document-specific Id of Logo override file attachment.
Suppress Expected Delivery Date	Boolean	If “true” suppress expected delivery date from (pdf) document.
Suppress Logo	Boolean	If “true” suppress logo from (pdf) document.
TMS Document	MD	The TMS Document record this record is related to.

TMS Document Override

This table supports override of text fields/areas on the Ocean BOL.

Field Name	Type	Description
Name	Text(80)	Document name.
Override Text	Text(1000)	Text replacement in the document.
Parent Id	Text(18)	Parent record (often a load) this document refers to.
Target Field	Text(50)	Target for replacement in the document.
TMS Document	MD	The parent document type this replacement occurs for.

Truck Posting

This table contains load board and internal postings for available trucks.

Field Name	Type	Description
Posting	Auto Sequence	Record identifier.
Age (Hours)	Formula	Posting age in hours
Age (Minutes)	Formula	Posting age in minutes.
Carrier Country	Picklist	Country carrier is located in.
Carrier Name	Text(60)	Name of carrier whose truck it is.
Carrier Service	FK	Related carrier service record, if any.
Carrier State	Picklist	State carrier is located in.
Comments	Text(255)	Comments related to posting from carrier.
Contact Email	Email	Email of carrier contact.
Contact Extension	Text(10)	Phone extension of carrier contact.
Contact Name	Text(40)	Name of carrier contact.
Contact Phone	Phone	Phone of carrier contact.
Date Available	Date	Date truck is available.
Date Entered	Datetime	Date and time posting was entered.
Day Available	Picklist	Day of week truck is available for repeating postings.
Delivery Range (Miles)	Integer	How far from delivery location carrier is looking for loads.
Desired Rate per Mile	Currency	What minimum rate the carrier is looking for.
Destination	Formula	City/State/Country of truck destination.
Destination City	Text(40)	Truck destination city.
Destination Country	Picklist	Truck destination country.
Destination Geolocation	Geolocation	Latitude and longitude of truck destination.
Destination State	Picklist	Truck destination state.
DOT Number	Text(10)	Carrier DOT Number
Equipment Description	Text(100)	Description of truck available.
Equipment Options	Text(200)	Description of truck options.
Equipment Type	FK	Related equipment type field for internal postings.
Full/Partial	Picklist	Full or Partial load capability.
Initial Quantity	Integer	The initial quantity of trucks related to this posting.
MC Number	Text(20)	Carrier MC Number.
Minimum Miles	Integer	The minimum trip length the carrier will accept.
Origin	Formula	City/State/Country of truck origin.
Origin City	Text(40)	Truck origin city.
Origin Country	Picklist	Truck origin country.
Origin Geolocation	Geolocation	Latitude and longitude of truck origin.
Origin State	Picklist	Truck origin state.
Pickup Range (Miles)	Integer	How far from pickup location carrier is looking for loads.
Quantity	Integer	The current quantity of trucks related to this posting.
Source	Picklist	“Internal”, “DAT”, “TransCore”, or “Truckstop”.
Transaction Id	Text(20)	“Session”-specific identifier for a batch of load board postings.

User (SFDC Table)

The User table is a foundational table of Salesforce. TMS contributes two fields to this table.

Field Name	Type	Description
Customer Portal Quote Visibility	Picklist	“Lowest Quote Only”, “Fast Transit Only”, or “All Quotes”.
Customer Portal Tender Options	Picklist	“Any Quote”, “Any Quote with Reason”, or “Lowest Quote Only”
Load Locking Max Count	Integer	How many load locks can the user hold simultaneously.
Load Locking Administrator	Boolean	“true” if the user is a load locking administrator.

Vehicle Involved

This Fleet Management table captures vehicles involved in Incident records.

Field Name	Type	Description
Vehicle Involved ID	Auto Sequence	Record identifier.
Comments	Text(255)	Comments
Fleet Asset	FK	The involved fleet asset.
Incident	MD	The parent Incident record.

Vendor Invoice

The Vendor Invoice table stores carrier and vendor invoices against delivered loads.

Note that the API name of this table is “CarrierInvoice__c”.

Field Name	Type	Description
Invoice Number	Text(80)	Invoice Number (as possibly provided by carrier).
Accessorial Charges	Currency	Total accessorial charges for this invoice.
Accounting Processed Date	Datetime	Date and time the invoice was processed; for example, when it was exported to QuickBooks.
Adjustments	Currency	Charges for re-weigh, re-classification, etc.
Balance Due	Currency	The Carrier Total field minus the Paid Amount field and the Payment Discount field.
Carrier	Text(80)	The name of the carrier covering the load.
Carrier Quote	FK	The quote this invoice was auto-generated from, if any.
Carrier Service ID	FK	The ID of the carrier service record covering the load.
Comments	Text(255)	Comments, usually from the carrier, about the invoice.
Discount	Currency	The difference between the Freight Charges and Net Freight Charges fields, if provided, representing the customer’s discount.
Fuel Surcharge	Currency	The fuel surcharge line item for this invoice.
Invoice Date	Date	The date the invoice was generated by the carrier/user.
Invoice Due Date	Date	The invoice due date.
Invoice Status	Picklist	“Pending”, “Approved”, “Short Paid”, or “Paid”.
Invoice Total	Currency	The invoice total. Note that the API name of this field is “CarrierTotal__c”.
Freight Charges	Currency	The gross Freight Charges rate, before any customer discount.
Load	MD	The load this invoice is related to.
Master Invoice Number	Text(50)	Invoice number (for multiple invoices)
Net Freight Charges	Currency	The Freight Charges field minus the Discount field.
Order Number	Text(50)	The customer order number of the related load.
Paid Amount	Currency	The total amount paid to date against this invoice.
Payee Reference	Text(100)	Typically the carrier’s invoice number if available.
Payment Discount	Currency	Any discount that can be taken against this invoice, possibly for early payment.
Payment Discount Taken	Currency	Any discount actually taken, rolled up from child payment records
POD Received	Boolean	True if load-level field of the same name is true.
Remit To	FK	Carrier or Factoring Company
Vendor	MD	The carrier or vendor who is the payee for this invoice.

Vendor Invoice Accessorial

This table contains accessorial charge line items, if any, for a carrier or vendor invoice record.

Note that the API name of this table is “CarrierInvoiceAccessorial__c”.

Field Name	Type	Description
Name	Text(80)	Carrier-specific name/description of accessorial.
Accessorial	FK	The generic accessorial this record relates to.
Carrier Accessorial	FK	The carrier-specific accessorial record this record relates to.
Carrier Invoice	MD	The carrier invoice this accessorial charge refers to.
Charge	Currency	The charge from the carrier for this accessorial.
Code	Text(20)	The standard accessorial invoicing code employed by the carrier.
Notes	Text(200)	Optional details related to the accessorial charge.
Quantity	Decimal	Number of Units.
Stop	FK	The stop this accessorial is associated with, if available.
Unit	Picklist	Type of accessorial cost category.
Unit Price	Currency	Per-unit cost of accessorial.

Vendor Invoice Adjustment

This table contains charges for re-weighs, re-classifications, and other unexpected load configuration issues.

Note that the API name of this table is “CarrierInvoiceAdjustment__c”.

Field Name	Type	Description
Name	Text(80)	The description of adjustment.
Adjustment Amount	Currency	The amount of the adjustment
Category	Picklist	The type or category of adjustment.
Vendor Invoice	MD	The invoice record this adjustment relates to.

Vendor Payment

The Vendor Payment table tracks any payments to carriers or vendors against carrier invoices, including advance payments like ComCheks.

Note that the API name of this table is “CarrierPayment__c”.

Field Name	Type	Description
Accounting Processed Date	Datetime	Date and time the payment was processed; for example, when it was exported to QuickBooks.
Description	Text(80)	Description of the payment type/purpose.
Check/Reference Number	Text(50)	The check number (or ComChek, ACH, etc. number).
Comments	Text(255)	Comments related to the payment.
Discount	Currency	Any discount applied against the due amount.
Load	FK	The moved load this payment is for.
Payment Amount	Currency	The net amount of the payment.
Payment Fee	Currency	Any payment fee assessed against the carrier; for example, an early payment fee.
Payment Type	Picklist	The type of payment; for example, ComChek.
Processor Fee	Currency	Any fee assessed by the payment processor; for example, a ComChek processor fee.
Recipient	FK	The contact, if any, in whose name the payment is made.
Status	Picklist	The status of the payment, for example, Issued.
Transaction Id	Text(50)	The ComChek transaction identifier, if any.
Vendor	MD	The vendor/carrier receiving the payment. Note that the API name is “Carrier__c”.
Vendor Invoice	FK	The vendor invoice against which to apply this payment, if any. Note that the API name is “CarrierInvoice__c”.

Violation

This Fleet Management table stores driver/asset violations.

Field Name	Type	Description
Violation ID	Auto Sequence	Record identifier.
Category	Picklist	Violation category.
Code	Text(80)	Legal code related to violation.
Country	Picklist	Country where violation occurred.
Description	Picklist	Violation description.
Fine Amount	Currency	Fine amount.
Incident	FK	Related Incident record, if any.
Inspection Report	FK	Related Inspection Report record, if any.
Officer Agency	FK	Related Account record, if any, of Officer.
Officer First Name	Text(50)	Officer first name.
Officer ID	Text(50)	Officers ID/Badge Number.
Officer Last Name	Text(50)	Officer last name.
Other Description	Text(255)	Additional free-form details.
Recipient	FK	Driver receiving violation.
State/Province	Picklist	State/Province where violation occurred.
Tractor/Truck	FK	The asset involved in the violation.
Trailer	FK	The trailer involved in the violation, if any.
Violation Date/Time	Datetime	Date and time of violation.

Voyage

The Voyage table stores voyage/vessel details for an Ocean FCL load.

Field Name	Type	Description
Name	Auto Sequence	Record identifier.
Arrival Date	Date	Port of Discharge estimated or actual arrival date.
Carrier Service	MD	The Carrier Service providing the vessel.
Departure Date	Date	Port of Load estimated or actual departure date.
Destination Name	Text(100)	The destination city/state/country name.
Destination Type	Picklist	Port of Discharge or Place of Delivery.
Destination UN Location Code	Text(6)	UN Location code for destination, such as “BEANR” for Antwerp.
Door to Door	Formula	“true” if door to door.
Door to Port	Formula	“true” if door to port.
Lloyds Code	Text(50)	Lloyds code for vessel.
Load	FK	The load this voyage is associated with.
Origin Name	Text(100)	The origin city/state/country name.
Origin Type	Picklist	Port of Load or Place of Receipt.
Origin UN Location Code	Text(6)	UN Location code for origin, such as “CAMTR” for Montreal.
Port to Door	Formula	“true” if port to door.
Port to Port	Formula	“true” if port to port.
Service Name	Text(100)	Service Name (such as Pacific Loop 1) for vessel itinerary.
Transit Time (Days)	Integer	Transit time for voyage in days.
Vessel	Text(100)	The name of the vessel.
Voyage Number	Text(20)	The voyage number.

Zone

This table contains zone header definitions. A zone is a bag of locations treated as one for rating/quoting purposes.

Field Name	Type	Description
Name	Text(80)	Zone name, such as “Western Region”.
Type	Picklist	Zone type, such as “Location”, “Zip3”, etc.

Zone Entry

This table contains the constituents of a zone. Fields populated vary by type of zone.

Field Name	Type	Description
Zone Entry	Auto Sequence	Zone Entry identifier.
City	Text(40)	City name.
Country	Picklist	Country ISO code.
Location	FK	References account record (as a location).
Location Name	Text(80)	Location account name.
Postal Code	Text(20)	Compete postal code.
State/Province	Picklist	State/province code.
Type	Picklist	Type of zone, such as “Zip5”.
Zip3	Text(3)	First three characters of postal code.
Zip5	Text(5)	First five characters of postal code.
Zone	MD	Parent zone of which this record is an entry.
Zone Location	String(255)	Textual summary of zone entry definition.

Accounting Seed Integration Field Definitions

This table includes new fields added to existing TMS and Accounting Seed tables.

Table Name	Field Name	Type	Description
Accessorial	Accounting Product	FK	Accounting Product associated with Accessorial.
AP Disbursement	Load	FK	The Load related to the Payable the disbursement was applied to.
Billing	Billing Contact Email	Email	Customer Billing Contact Email.
Billing	Billing Method	Picklist	Preferred Billing Method for Customer.
Billing	Customer Quote	FK	The Customer Quote this Billing was generated from.
Billing	Customer Quote Total	Currency	The customer quote total related to this Billing.
Billing	Customer Quote Variance	Currency	Billing Total – Quote Total.
Billing	Date Sent	Datetime	The datetime a Billing was sent to customer.
Billing	Days Past Due	Integer	The days past due of the Billing.
Billing	Dispute Closed Date	Date	The Date a dispute was closed.
Billing	Dispute Contact	FK	The contact disputing the Billing.
Billing	Dispute Detail	Text(255)	A description of the reason for a dispute.
Billing	Dispute Opened Date	Date	The Date a Billing dispute was opened.
Billing	Dispute Owner	FK	The User who is in charge of resolving the dispute.
Billing	Dispute Reason	Picklist	Broad categorization of a dispute.
Billing	Dispute Resolution	Text(255)	The resolution detail for a dispute.
Billing	Dispute Status	Picklist	“Open” or “Closed”.
Billing	Load	FK	The load the billing is related to.
Billing	POD Received	Boolean	“True” if POD for load has been received.
Billing Line	Stop	FK	Stop for stop-level accessorial charge.
Billing Line	Unit	Picklist	Costing unit of measure.
Billing Cash Receipt	Load	FK	The Load related to the Billing the cash was applied to.
Cash Disbursement	ACH Payment Info	Text(255)	NACHA File Generation Support
Cash Disbursement	Alternate Payee	FK	NACHA File Generation Support
Cash Disbursement	Included in NACHA File	Boolean	NACHA File Generation Support
Cash Disbursement Batch	Batch Type	Picklist	NACHA File Generation Support
Cash Disbursement Batch	NACHA File Creation Timestamp	Datetime	NACHA File Generation Support
Cash Disbursement Batch	NACHA File Status	Picklist	NACHA File Generation Support
Cash Disbursement Batch	NACHA Reference Code	Text(8)	NACHA File Generation Support
Contact	ACH Email Recipient	Picklist	NACHA File Generation Support
Customer Invoice	Accounting Id	FK	Obsolete
ePayment	Name	Auto Sequence	The record identifier
ePayment	Amount	Currency	The amount of the ePayment (Comchek).
ePayment	Credit Memo Amount	Picklist	How to treat the ePayment in relation to a Vendor Credit memo.
ePayment	Description	Text(100)	The purpose of the ePayment.
ePayment	ePayment Fee Product	FK	The accounting product associated with the ePayment fee.
ePayment	ePayment Processing Charge Product	FK	The accounting product associated with the ePayment processing charge amount.
ePayment	ePayment Product	FK	The accounting product associated with the ePayment amount.
ePayment	ePayment Provider Payable	FK	The Payable created for the ePayment provider, such as Comdata.
ePayment	Load	FK	The load the ePayment is related to.
ePayment	Payment Fee	Currency	The Payment Fee, if any, related to the ePayment.
ePayment	Payment Status	Picklist	The issuance status of the ePayment.
ePayment	Processing Charge	Currency	The charge paid to the Comdata/EFS.
ePayment	Recipient	FK	The contact receiving the ePayment.
ePayment	Reference Number	Text(100)	The payment reference returned from the issuer.
ePayment	Transaction Id	Text(5)	The transaction identifier returned from the issuer.
ePayment	Type	Picklist	“Comchek” or “MoneyCode”.
ePayment	Vendor	FK	The recipient’s account record.
ePayment	Vendor Credit Memo	FK	The Credit Memo created by this ePayment.
Field Definition	Data Type	Picklist	NACHA File Generation Support
Field Definition	Data Type Format	Text(20)	NACHA File Generation Support
Field Definition	Default Value	Text(255)	NACHA File Generation Support
Field Definition	End Position	Integer	NACHA File Generation Support
Field Definition	Field Definition Name	Auto-Sequence	Record Name
Field Definition	Field Name	Picklist	NACHA File Generation Support
Field Definition	Field Size	Picklist	NACHA File Generation Support
Field Definition	Field Value Requirement	Picklist	NACHA File Generation Support
Field Definition	File Type	Picklist	NACHA File Generation Support
Field Definition	Padding Character	Picklist	NACHA File Generation Support
Field Definition	Padding Justification	Picklist	NACHA File Generation Support
Field Definition	Record Definition	MD	NACHA File Generation Support
Field Definition	Reference Field	Text(40)	NACHA File Generation Support
Field Definition	Sequence Number	Integer	NACHA File Generation Support
Field Definition	Start Position	Integer	NACHA File Generation Support
File Definition	Create Balancing Transaction	Picklist	NACHA File Generation Support
File Definition	Description	Text(255)	NACHA File Generation Support
File Definition	File Definition Name	Text(80)	NACHA File Generation Support
File Definition	File Generator Class	Text(40)	NACHA File Generation Support
File Definition	File Type	Picklist	NACHA File Generation Support
Payable	Actual Draft Date	Datetime	Actual date and time payment processor takes money from payor account.
Payable	Alternate Payee	FK	NACHA File Generation Support
Payable	Carrier Quote	FK	The Carrier Quote this Payable was generated from.
Payable	Carrier Quote Total	Currency	The carrier quote total related to this Payable.
Payable	Carrier Quote Variance	Currency	Payable Total – Quote Total.
Payable	Days Past Due	Integer	The days past due of the Payable.
Payable	Dispute Closed Date	Date	The Date a dispute was closed.
Payable	Dispute Contact	FK	The contact disputing the Payable.
Payable	Dispute Detail	Text(255)	A description of the reason for a dispute.
Payable	Dispute Opened Date	Date	The Date a Payable dispute was opened.
Payable	Dispute Owner	FK	The User who is in charge of resolving the dispute.
Payable	Dispute Reason	Picklist	Broad categorization of a dispute.
Payable	Dispute Resolution	Text(255)	The resolution detail for a dispute.
Payable	Dispute Status	Picklist	“Open” or “Closed”.
Payable	Load	FK	The load the Payable is related to.
Payable	Locked By	FK	The user disbursing the payables when the Post and Pay job is running.
Payable	Payment Method	Picklist	NACHA File Generation Support
Payable	Payment Processor	Picklist	“Accounting” or “TriumphPay”.
Payable	Payment Processor Details	Text(255)	Status details related to payment processor activities.
Payable	Payment Processor Fee	Currency	Amount charged payor by payment processor.
Payable	Payment Processor Rebate	Currency	Amount of rebate from payment processor to payor.
Payable	Payment Processor Status	Text(250)	Status of payment processor handling of payable.
Payable	Payment Processor Status Date	Datetime	Date and time of last update to payment processor status.
Payable	Payment Processor Submitted Date	Datetime	Date and time the payable was submitted.
Payable	POD Received	Boolean	“True” if POD for load has been received.
Payable	Quick Pay Amount	Currency	Amount deducted from payable total for early payment.
Payable	Remittance Comments	Text(255)	NACHA File Generation Support
Payable	Scheduled Draft Date	Datetime	Scheduled date and time payment processor will take money from payor account.
Payable	Vendor Paid Date	Datetime	Actual date and time vendor was paid by payment processor.
Payable Line	Unit	Picklist	Costing unit of measure.
Product	Family	Picklist	Add “Transportation” as a picklist choice.
Record Definition	Field Separator	Text(5)	NACHA File Generation Support
Record Definition	File Definition	MD	NACHA File Generation Support
Record Definition	Record Definition Name	Auto-Sequence	NACHA File Generation Support
Record Definition	Record Format	Picklist	NACHA File Generation Support
Record Definition	Record Length	Integer	NACHA File Generation Support
Record Definition	Record Type	Picklist	NACHA File Generation Support
Record Definition	Sequence Number	Integer	NACHA File Generation Support
Sales Tax	Accounting Product	FK	Accounting Product associated with Sales Tax.