Overview
Customer Reference Numbers
If there are specific reference numbers corresponding to Load or Stop fields that are always required, those reference numbers can be populated in the Customer Reference Number object. A customer can have zero-to-many reference number records defined.
Each Customer Reference Number record defines:
the TMS Object (Load or Stop)
the TMS Field (Load or Stop fields)
the Mode
the Load Validation Status (Tendered, Assigned, Dispatched, In Transit or Delivered)
Once reference number requirements are created, a modal displays on the Load at different events in the Load lifecycle if the required field is blank. The modal warns the user that one of the required reference number fields is not populated. The user can either populate and save the field updates, or skip the warning entirely.
Any Load or Stop field may be added to the TMS Field picklist, including custom fields.
The events that cause the modal to pop-up are:
Clicking the Tender or Assign button on the Carrier Quote Builder (Load Status moving to ‘Tendered’ or ‘Assigned’).
Clicking the Tender or Assign button on the Carrier Quote List (Load Status moving to ‘Tendered’ or ‘Assigned’).
Clicking the Save or Thumbs Up button on the Stop Detail widget for the first stop or last stop of the Load after making a Stop Status update (Load Status moving to Dispatched, In Transit, or Delivered).
