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