Overview
Document Settings
Partially or completely override the appearance of documents produced by the TMS. The documents that are customizable are:
Bill of Lading
Carrier Application
Carrier Quotation Request
Carrier Rate and Load Confirmation
Customer Invoice
Customer Invoice Batch
Customer Rate and Load Confirmation
Driver Load Confirmation
Ocean Bill of Lading (Ocean FCL mode loads)
Shipping Label
Warehouse Loading Form
Select the document to configure:
Click the Show Preview button to obtain immediate visual feedback on the changes that are made. Click on the text to enter edit mode.
Click the Add Field button to add Customer Quote, Carrier Quote, Load, Stop, and Line Item fields to the documents that support field additions.
Choose a Document Logo Override for a document-specific logo image different from the default logo. Click the Suppress Logo checkbox to suppress the logo image on a given document. Click Suppress Expected Delivery Date to suppress this field on the BOL document for LTL loads only.
Warning:
Make sure to click the Save button after making changes to any document before continuing to the next document.
The language a .PDF document is rendered in is based on the Language field setting on the customer/Carrier Transportation Profile record. Translate all labels found in the documents using the Translation Workbench to generate non-English versions of the documents.
Previewing a Customer Quote Rate Confirmation and a user encounters the “Count not resolve field “ from <apex:outputField> value binding” error.
Error: Carrier Quote
Could not resolve field “from <apex:outputField> value binding in page rtms:carrierandloadconfirmation.
This error occurs when a user profile does not have access to TMS Document Fields.
Navigate to Setup, Profiles. Select the appropriate profile.
Find TMS Document Fields. Grant Create, Read, and Edit access for the profile.
A permission set may be created and assigned to the User to grant TMS Document Fields access, as well.
Error when attempting to preview the Bill of Lading document: ‘This content is blocked. Contact the site owner to fix the issue.’
The following changes must be made to the web browser:
Google Chrome:
Access the browser settings.
Settings → Privacy and Security → Site Settings → Additional Settings → PDF Documents
Change the settings to open .PDFs in Chrome, not to download .PDFs.
Microsoft Edge:
Access the browser settings.
Settings → Cookies and Site Permissions → .PDF Documents
Change the settings to turn off Always download .PDF files. Turn on .PDF view settings.
