Overview
This document defines all Revenova TMS (TMS) objects and fields that are added to the base Salesforce platform when installing the package. Objects that contain fields specifically for the Fleet Management module are described as such.
Refer to the Salesforce data dictionary for a description of standard Salesforce objects and fields.
Standard fields added to all Salesforce objects (such as Created By) are not defined here. By default, Salesforce uses USD as a single default currency. However, multi-currency is also available. Only enable if you require multi-currency as once enable it cannot be disabled!
See additional Data Dictionary objects and fields.
See additional package objects and fields.
Accounting Seed Data Dictionary
Inbound Email
This object contains inbound emails with attachments from third parties, such as Carrier invoice emails.
Field Name | Type | Description |
|---|---|---|
Body | Rich Text Area(110000) | The text body of the inbound email. |
Error Detail | Long Text Area(2000) | Error text returned from the OpenAI integration when creating Load/Truck Postings. |
From | The inbound email sender. | |
Name | Auto Number | The unique record identifier. Example: Email-{0}. |
Status | Picklist | The selection for the status of the email. Values include: “New,” “Error,” and “Processed.” “New” is the default value. |
Subject | Text(255) | The subject of the inbound email. |
Type | Picklist | Selection type for the inbound email. Values include: “Customer Quote Request,” Truck Postings,” and “Carrier Documents.” No default value. |
Incident
This Fleet Management object stores driver/asset incidents.
Field Name | Type | Description |
|---|---|---|
Detailed Description | Rich Text Area (100,000) | Incident details. |
Incident Date/Time | Date/Time | The incident date and time. |
Incident ID | Auto Number | The unique record identifier. Example: Incident-{0}. |
Reported Date/Time | Date/Time | The date and time the incident was reported. |
Status | Picklist | The current state of the incident. Values include: “Open” and “Closed.” No default value. |
Summary | Text Area(255) | A summary of the incident. |
Type | Picklist | The incident type. Values include: “Personnel Issue,” and “Traffic Accident.” No default value. |
Inspection Report
This Fleet Management object captures fleet asset inspection reports.
Field Name | Type | Description |
|---|---|---|
Category | Picklist | The category of the inspection. Values include: “Driver,” “Service Technician,” “USDOT,” “State Police,” and “Local Police.” No default value. |
Checklist Items | Roll-Up Summary (COUNT Checklist Item) | A rollup count of the checklist items from the inspection report. |
Description | Text Area(255) | A description of the inspection report. |
Fleet Asset | Lookup(Fleet Asset) | A lookup to the fleet asset record under inspection. |
Fuel Level | Percent(3, 0) | The percentage of fuel in the fleet asset fuel tank. |
Inspection Date | Date | The date of the inspection. |
Inspection Report | Auto Number | The unique record identifier. Example: Report-{0}. |
Inspection Report Template | Lookup(Inspection Report Template) | A lookup to the Inspection Record Template record used to create the inspection report. |
Inspection Status | Picklist | The current state of the inspection. Values include: “Pending,” “Started,” and “Complete.” “Pending” is the default value. |
Inspector (Contact) | Lookup(Contact) | A lookup to the Contact record for the associated inspector |
Inspector (Driver) | Lookup(Driver) | A lookup to the Driver record for the associated inspector. |
Inspector (User) | Lookup(User) | A lookup to the User record for the associated inspector. |
Items Failed | Roll-Up Summary (COUNT Checklist Item) | A rollup count of failed inspection items from the inspection report. |
Items Passed | Roll-Up Summary (COUNT Checklist Item) | A rollup count of passed inspection items from the inspection report. |
Items Pending | Roll-Up Summary (COUNT Checklist Item) | A rollup count of pending inspection items from the inspection report. |
Odometer Reading | Number(18, 0) | The mileage from the odometer reading at the inspection. |
Oil Life | Percent(3, 0) | The percentage of the remaining oil life. |
Overall Condition | Picklist | The condition of the asset under inspection. Values include: “Excellent,” “Good – Safe to Operate,” and “Poor – Unsafe to Operate.” No default value. |
Service Facility | Lookup(Account) | A lookup to the Account associated with the location of the inspection. |
Inspection Report Template
This Fleet Management object captures inspection report templates for cloning.
Field Name | Type | Description |
|---|---|---|
Category | Picklist | The category of inspection. Values include: “Driver,” “Service Technician,” “USDOT,” “State Police,” and “Local Police.” No default value. |
Description | Text Area(255) | A description of the Inspection report template. |
Template Name | Text(80) | The unique record identifier. |
Inspection Report Template Item
This Fleet Management object captures inspection report template items for cloning.
Field Name | Type | Description |
|---|---|---|
Category | Picklist | The category for the inspected item. No default value. |
Inspection Report Template | Master-Detail(Inspection Report Template) | The Master-Detail relationship to the parent Inspection Report Template record the Inspection Report Template Item belongs to. |
Order | Number(3, 0) | The order number of the item in the parent template list of items. |
Template Item | Text(80) | The unique record identifier. |
Insurance Policy
This object contains insurance policy information for Carriers and is used to evaluate Carrier fitness.
Field Name | Type | Description |
|---|---|---|
Address | Text Area(255) | The location address of the insurance agent. |
Agent Company | Text(255) | The company name of the insurance agent. |
Agent Email | The email address of the insurance agent. | |
Agent First Name | Text(50) | The first name of the insurance agent. |
Agent Last Name | Text(50) | The last name of the insurance agent. |
Agent Phone | Phone | The phone number of the insurance agent. |
Agent Title | Text(50) | The job title of the insurance agent. |
Cancel Date | Date | The date an insurance policy was cancelled. |
City | Text(100) | The city location of the insurance agent. |
Country | Picklist | The country location of the insurance agent. Values include: “US,” “CA,” and “MX.” “US” is the default value. |
Coverage Amount | Currency(18, 0) | The monetary coverage amount for an insurance policy. |
Cross Border Insurance Policy | Checkbox | When “Checked,” the insurance policy is sent to Border Customs. |
Deductible | Currency(18, 0) | The monetary deductible amount for an insurance policy. |
Description | Text(100) | A description of the insurance policy populated by RMIS. |
Effective Date | Date | The insurance policy effective date. |
Expiry Date | Date | The insurance policy expiration date. |
Fax | Phone | The fax number for the insurance agent. |
Insurance Company | Text(255) | The insurance company name. |
Phone | Phone | The phone number of the Insurance company. |
Policy Number | Text(80) | The record identifier. |
Postal Code | Text(20) | The postal code location of the insurance agent. |
Reefer Breakdown Coverage | Picklist | The determination of insurance coverage for reefer breakdowns. Values include: “No” and “Yes.” “No” is the default value. |
Reefer Breakdown Deductible | Currency(18, 0) | The monetary amount of deductible for reefer breakdown claims. |
Source | Picklist | The origin of the insurance information. Values include: “Carrier,” “RMIS,” “Assure Assist,” or “Highway.” “Carrier is the default value.” |
State/Province | Text(30) | The state/province location of the insurance agent. |
Transportation Profile | Master-Detail(Transportation Profile) | The Master-Detail relationship to the parent Transportation Profile record the Insurance Policy belongs to. |
Type | Picklist | The policy type of insurance held by the Carrier. Values include: “Auto,” “BIPD,” “Bond,” “Cargo,” “Cargo with Reefer Breakdown,” “Contingent Auto,” “Contingent Cargo,” “General,” “Workers Compensation,” and “Other.” No default value. |
Intermediate Carrier Stop
This object contains added stops for a Freight Plan Template (between customer load origins and destinations).
Field Name | Type | Description |
|---|---|---|
Address | Formula (Text) | A formula field that contains the shipping address when a location field is populated. |
Freight Plan Template | Master-Detail(Freight Plan Template) | The Master-Detail relationship to the parent Freight Plan Template record the Intermediate Carrier Stop belongs to. |
Location | Lookup(Account) | A lookup to the Account location this Intermediate Carrier Stop is associated with. |
Number | Number(3, 0) | The order number of this intermediate stop. |
Stop Name | Text(80) | The name of the stop. |
Stop Type | Picklist | An informational field indicating the stop type. Values include: “Cross Dock,” “Airport,” “Seaport,” “Rail Terminal,” and “Other.” No default value. |
Lane
This object defines a specific origin-destination pair. Eight types of origins and destinations are supported:
Country | City/State | Zip 5 | Location (Account Record) |
State/Province | Zip 3 | Postal Code | Zone |
Field Name | Type | Description |
|---|---|---|
Destination | Formula (Text) | The summary of destination information for the lane. |
Destination City | Text(40) | The destination city name of the lane. |
Destination Country | Picklist | The destination country name for the lane. Values include: “BE,” “CA,” “FR,” “MX,” “TN,” and “US.” No default value. |
Destination Location | Lookup(Account) | A lookup to the Account record location the Destination Location is associated with. |
Destination Location Name | Formula (Text) | The Destination Location Account name. |
Destination Postal Code | Text(20) | The destination complete postal code of the lane. |
Destination State/Province | Picklist | The destination state/province for the lane. This field is dependent on the selection from the Destination Country field. No default value. |
Destination Type | Picklist | The selection for the type of destination of the lane. Values include: “Country,” “State,” “City/State,” “Zip3,” “Zip5,” “Postal Code,” “Location,” and “Zone.” No default value. |
Destination Zip3 | Text(3) | The destination Zip3 code of the lane. |
Destination Zip5 | Text(5) | The destination Zip5 code of the lane. |
Destination Zone | Lookup(Zone) | A lookup to the Zone record the destination zone reference the lane is associated with. |
Destination Zone Name | Formula (Text) | The destination zone reference name. |
Lane | Text(80) | The name of the lane. For example, “Chicago to Houston.” |
Match Priority | Number(4, 0) | The order of priority for stored rate matches. |
Origin | Formula (Text) | The summary of origin information for the lane. |
Origin City | Text(40) | The origin city name of the lane. |
Origin Country | Picklist | The origin country for the lane. Values include: “BE,” “CA,” “FR,” “MX,” “TN,” and “US.” No default value. |
Origin Location | Lookup(Account) | A lookup to the Account record the Origin Location is associated with. |
Origin Location Name | Formula (Text) | The Origin Location Account name. |
Origin Postal Code | Text(20) | The origin complete postal code of a lane. |
Origin State/Province | Picklist | The origin state/province for the lane. This field is dependent on the selection from the Origin Country field. No default value. |
Origin Type | Picklist | The selection for the type of origin of the lane. Values include: “Country,” “State,” “City/State,” “Zip3,” “Zip5,” “Postal Code,” “Location,” and “Zone.” No default value. |
Origin Zip3 | Text(3) | The origin Zip3 code of the lane. |
Origin Zip5 | Text(5) | The origin Zip5 code of the lane. |
Origin Zone | Lookup(Zone) | A lookup to the Zone record the origin zone reference the lane is associated with. |
Origin Zone Name | Formula (Text) | The origin zone reference name. |
Lane Preference
This object contains the fields for defining Lane preferences.
Field Name | Type | Description |
|---|---|---|
Effective Date | Date | The date a lane preference takes effect. |
Expiration Date | Date | The date a lane preference expires. |
Lane | Lookup(Lane) | A lookup to the Lane record the lane preference is associated with. |
Name | Auto Number | The unique record identifier. Example: LP-{0}. |
Notes | Long Text Area(2000) | Additional details included on the lane preference. |
Transportation Profile | Master-Detail(Transportation Profile) | The Master-Detail relationship to the parent Transportation Profile record the Lane Preference belongs to. |
Lane Preference Carrier Service
This object links the fields for Carrier Services to Lane preferences.
Field Name | Type | Description |
|---|---|---|
Carrier Service | Lookup(Carrier Service) | A lookup to the Carrier Service the Lane Preference Carrier Service is associated with. |
Equipment Type | Lookup(Equipment Type) | A lookup to the Equipment Type the Lane Preference Carrier Service is associated with. |
Lane Preference | Master-Detail(Lane Preference) | The Master-Detail relationship to the parent Lane Preference record the Lane Preference Carrier Service belongs to. |
Name | Auto Number | The unique record identifier. Example: LPCS-{0}. |
Target Rate | Currency(10, 2) | The amount a Carrier is targeting for the lane. |
Line Item
The object contains the actual contents of loads – what is moved from origin to destination.
Each load has one or more Line Item records.
Field Name | Type | Description |
|---|---|---|
Area | Number(10, 2) | The area of the handling units. |
Area Units | Picklist | The units of measure for the area of handling units. Values include: “Square Feet” and “Square Meters.” “Square Feet” is the default value. |
Auto-Calculate Area and Volume | Checkbox | If “Checked,” Area and Volume are auto-calculated based on Handling Unit count and dimensions. |
Cargo Summary | Text Area(255) | The summary of line item contents. |
Delivery Stop | Lookup(Stop) | A lookup to the Stop record for the associated delivery stop. |
Density | Number(10, 2) | The density of the line item based on weight and dimensions. |
Dimension Units | Picklist | The unit of measure for the Length/Width/Height of a line item Handling Unit (HU). Values include: “in,” “cm,” “ft,” and “m.” “In” is the default value. |
Extended Price | Currency(16, 2) | The price (to the ultimate consumer) of the line item. |
Handling Units | Picklist | The type of handling unit for a line item. Some examples include: “Bags,” “Boxes,” and “Containers.” No default value. |
HazMat | Checkbox | “Checked” when a line item is a hazardous material. |
HazMat Class/Division | Picklist | The classification of hazardous material. Some examples include: “1.1,” “2.1,” and “3.” No default value. |
HazMat Contact | Lookup(Contact) | A lookup to the Contact record for the shipper in case of emergency. |
HazMat Handling Instructions | Text(255) | Instructions for handling hazardous materials. |
HazMat Number | Text(4) | The United Nations number code for hazardous materials. |
HazMat Number Type | Picklist | The oversight type responsible for the HazMat numbering. Values include: “UN” and “NA.” No default value. |
HazMat Packaging Group | Picklist | The hazardous material grouping category. Values include: “I,” “II,” and “III.” No default value. |
Height | Number(16, 2) | The height of a handling unit. |
HS Code | Text(7) | The Harmonized System (HS) code for tax/tariff purposes. |
HTS Code | Text(12) | The Harmonized Tariff Schedule code for tax/tariff purposes. |
HU Count | Number(18, 0) | The Handling Unit Count. |
Insured Commodity Category | Picklist | The commodity description required to return third party insurance with WWEX Speedship API Carrier quotes. Values include: "Art & Antiques," "Chemicals," "Controlled Items," and more. No default value. |
Item Description | Text(255) | A description of the item being shipped. |
Item Number | Text(80) | The Line Item identifier, such as a SKU number. |
Length | Number(16, 2) | The length of a handling unit. |
Linear Feet | Number(10, 2) | The linear feet required in a standard container/equipment. |
Load | Master-Detail(Load) | The Master-Detail relationship to the parent Load record the Line Item belongs to. |
NMFC Class | Picklist | The standard NMFC class for an LTL load. Some values include: “50,” “77.5,” and “100.” No default value. |
NMFC Number | Text(20) | The NMFC Number for an LTL load. |
Original Reference | Lookup(Line Item) | A lookup to the Line Item record that is populated for Carrier loads in a freight plan and refers to the original customer load line item. |
Packaging Units | Picklist | The type of packaging unit. Some values include: “Baskets,” “Boxes,” and “Crates.” No default value. |
Pickup Stop | Lookup(Stop) | A lookup to the Stop record that is the location of the first stop. |
PU Count | Number(18, 0) | The number of packaging units for a line item. |
Schedule B Code | Text(12) | The Schedule B code for tax/tariff purposes. |
Stackable | Checkbox | “Checked” if the handling units are stackable. |
Turnable | Checkbox | “Checked” if the pallet can be turned sideways to fit more in the trailer. |
Volume | Number(18, 0) | The volume of the line item. |
Volume Units | Picklist | The units of measure for the volume of a line item. Values include: “Cubic Feet,” “Cubic Inches,” “Cubic Meters,” “Cubic Centimeters,” “Gallons,” and “Liters.” No default value. |
Weight | Number(18, 0) | The total weight of the line item. |
Weight Units | Picklist | The unit of measure for the weight of the line item. Values include: “lbs” and “kg.” “Lbs” is the default value. |
Width | Number(16, 2) | The width of a Handling Unit for the line item. |
Load
The foundational TMS object, representing a shipment that needs to be moved by a Carrier.
Field Name | Type | Description |
|---|---|---|
Accounting Notes | Text Area(255) | The accounting notes passed to HubTran. |
AI Confidence Score | Number(3, 2) | The confidence score returned from the OpenAI integration. |
AI Generated | Checkbox | If “Checked,” the Load record was generated via the OpenAI integration. |
API Load Id | Text(40) | The API-specific load ID (shipment ID from the Project44 API, productTransactionId from the WWEX Speedship API) for booking and tracking loads. |
Area Units | Picklist | The measurement unit type for the area of the load. Values include: “Square Feet” and “Square Meters.” “Square Feet” is the default value. |
Auto-Tender Status | Picklist | The current state of the load that is subject to the Auto-Tender process. Values include: “In Process,” “Successful,” “Unsuccessful,” and “Removed.” No default value. |
Benchmark Rate | Currency(16, 2) | The benchmark rate for the LTL workbench support field. |
Bill of Lading Number | Text(55) | The BOL document number as provided or generated for the load. |
Booking Number | Text(30) | The booking number for the load on an ocean Carrier. |
Cargo Summary | Long Text Area(1500) | The rollup of line-item Cargo summary fields. |
Cargo Value | Currency(16, 2) | The total monetary value of the load’s cargo. |
Carrier | Lookup(Account) | A lookup to the Account record responsible for moving the load. |
Carrier Bill To | Lookup(Account) | A lookup to the Account record responsible for paying vendor or Carrier invoice(s). |
Carrier Engagement Automation | Picklist (Multi-Select) | A selection for automation engagement to allow Carriers to post and tender loads. Values include: “Auto-Tender” and “Auto-Post.” No default value. |
Carrier Invoice Total | Currency(16, 2) | The total monetary value of the Carrier invoice with no additional Vendor invoices. |
Carrier Load | Checkbox | If “Checked,” this is a Carrier load in a freight plan or is any load NOT associated with a freight plan. |
Carrier Payment Total | Currency(16, 2) | The total payment amount toward the Carrier invoice excluding any Vendor payments. |
Carrier Portal | Checkbox | If “Checked,” the load is exposed to the Carrier Portal for Carriers to submit quotes. |
Carrier Quote Link | URL(255) | An email loop link URL that allows for Carriers to submit quotes. |
Carrier Quote Preferred Currency | Picklist | The preferred currency to return quotes from the Project44 integration. Values include: “USD,” “CAD,” “MXN,” and “EUR.” No default value. |
Carrier Quote Total | Currency(16, 2) | The total monetary amount of the Carrier quote excluding any Vendor type Carrier quotes. API Name: Carrier_Only_Quote_Total__c. |
Carrier Remit To | Lookup(Account) | A lookup to the Account of the associated Carrier or Factoring Company to send the Carrier’s invoice(s). |
Carrier Rerate Notification | Checkbox | If “Checked,” the load information has changed and requires a rerate. |
Carrier Sales Rep | Lookup(User) | A lookup to the User record for the Carrier sales Rep. responsible for the load. |
Carrier Service | Lookup(Carrier Service) | A lookup to the Carrier Service record used to move the load. |
Carrier Settlement Link | URL(255) | An email loop link URL that allows for settlement with the Carrier. |
Carrier Status Link | URL(255) | An email loop link URL that allows for sharing the status of the load. |
Carrier Uploads | Picklist (Multi-Select) | Documents received from the Carrier and attached to the load record. Values include: “BOL,” “POD,” “Invoice,” and “Weight Certificate.” No default value. |
Check Call Comments | Text Area(255) | A field for notes relating to check call statuses from the Carrier. |
City Lane | Text(100) (External ID) | An internal field to optimize lane searches. |
Clearance Number | Text(50) | The Customs clearance ID for international loads. |
Cloned From | Text(80) | The “parent” Load the cloned Load was created from. |
COD Amount | Currency(16, 2) | The COD monetary amount to be collected on load delivery. |
COD Payment Terms | Picklist | The specific COD payment terms. Values include: “Prepaid” and “Collect.” No default value. |
COD Remit To | Lookup(Account) | A lookup to the Account record associated with the COD remit to. |
Commodity Condition | Picklist | The state of the commodity on the load. Values include: “New” and “Used.” No default value. |
Container/Trailer Number | Text(80) | The container or trailer number. |
Country Lane | Text(40) (External ID) | An internal field to optimize lane searches. |
Credit Limit Source | Picklist | The selection for the account to check for available credit. Values include: “Customer” and “Customer Bill To.” “Customer” is the default value. |
Customer | Lookup(Account) | A lookup to the Account record associated with this customer. The company responsible for the load. |
Customer Bill To | Lookup(Account) | A lookup to the Account record associated with this customer bill-to. The company billed for the load. |
Customer Check Acceptable | Checkbox | “Checked” indicates a customer check is acceptable for COD payment. |
Customer Invoice Documents Received | Checkbox | “Checked” if all the documents required for a customer invoice have been received. |
Customer Invoice Freight Amount | Currency(16, 2) | The Freight/Line Haul amount only from the customer invoice. |
Customer Invoice Fuel Amount | Currency(16, 2) | The Fuel amount only from the customer invoice. |
Customer Invoice Tax Amount | Currency(16, 2) | The monetary amount of all taxes on all Carrier invoices related to this load. |
Customer Invoice Total | Currency(16, 2) | The monetary amount of all customer invoices related to this load. |
Customer Invoice Transportation Total | Formula (Currency) | The sum of all customer invoices related to this load excluding taxes. |
Customer Load | Checkbox | If “Checked,” this is NOT a Carrier load as part of a freight plan. |
Customer Load Id | Text(50) | A load identifier field for Breakthrough Fuel and other purposes. |
Customer Payment Total | Currency(16, 2) | The total monetary sum of all customer payments related to this load. |
Customer Portal Threshold Surpassed | Checkbox | If “Checked,” the Portal HU Count or Weight Threshold of the customer TP were exceeded during load creation in the customer Portal. |
Customer Quote Freight Amount | Currency(16, 2) | The Freight/Line Haul amount only from the customer quote. |
Customer Quote Fuel Amount | Currency(16, 2) | The Fuel amount only from the customer quote. |
Customer Quote Tax Amount | Currency(16, 2) | The approved customer quote monetary tax amount. |
Customer Quote Total | Currency(16, 2) | The approved customer quote monetary amount. |
Customer Quote Transportation Total | Formula (Currency) | The approved customer quote monetary amount excluding taxes. |
Customer Rerate Notification | Checkbox | If “Checked,” the load information has changed and requires a rerate. |
Customer Sales Rep | Lookup(User) | A lookup to the User record associated with the customer sales rep. overseeing the load. |
Customer Tracking Link | URL(255) | A link to the community site where the CustomerShipmentTracking LWC is installed for customer load tracking. |
Customs Broker | Lookup(Account) | A lookup to the Account record associated with the customs broker for the load. |
Delivery Status | Formula (Text) | The load delivery status based on the last stop Arrival Status. |
Destination | Formula (Text) | The last stop destination city/state/country for the load. |
Distance (Kilometers) | Number(16, 2) | The total distance the load moves between the first stop and last stop based on truck routes in kilometers. |
Distance (Miles) | Number(16, 2) | The total distance the load moves between the first stop and last stop based on truck routes in miles. |
Document Options | Lookup(Document Options) | A lookup to the Document Options record when creating emails and PDF documents for the load. |
Document Polling Number | Text(40) | The document polling ID returned in SMC3 EVA push packets. |
Driver | Lookup(Contact) | A lookup to the Contact record associated with the driver for the load. |
Driver Comments | Text Area(255) | Comments from the driver assigned to the load. Can be entered via Trucker Tools phone application, for example. |
Driver Name | Text(50) | The name of the driver for the load. |
Driver Phone | Phone | The phone number of the driver for the load. |
EDI Decline Reason | Picklist | The reason the load order was declined (EDI 204). Values include: “Delivery Appointment Issue,” “Exceeded Capacity Limit,” “Incorrect Rate,” “Overweight Shipment,” “Short Lead Time Org Change,” “Tendered After Pickup Appointment,” “Transit Time Issue,” and “Unsuitable Pickup Appointment / Lack of Dock Space.” No default value. |
EDI Provider | Picklist | Service selection for sending and receiving EDI load information. Values include: “Kleinschmidt,” “Cleo,” and “Custom EDI.” No default value. |
EDI Quote Currency | Text(3) | Informational only. The currency of any EDI provided quote from the load tender transaction. |
EDI Quote Total | Currency(16, 2) | Informational only. The quote total monetary amount of any EDI provided quote from the load tender transaction. |
EDI Response Deadline | Date/Time | The date and time before which an EDI 204 must be accepted or declined for the load with an EDI 990. |
EDI SCAC | Text(10) | The SCAC code sent for inbound EDI 204 tenders. |
EDI Status | Picklist | The EDI status for 204 load tender transactions. Values include: “Pending,” “Accept,” “Decline,” “Update Pending from Customer,” “Updated by Customer,” and “Cancelled by Customer.” No default value. |
Entry Number | Text(50) | A government identifier used for cross-border import loads. |
Equipment Type | Lookup(Equipment Type) | A lookup to the Equipment Type record associated with the Carrier moving the load. |
Expected Delivery Date | Formula (Date) | The expected date of the last stop for the load. |
Expected Ship Date | Formula (Date) | The expected date of the first stop for the load. |
Faster Transit Comments | Long Text Area(1000) | Comments provided by the customer when faster transit is requested. |
First Stop | Lookup(Stop) | A lookup to the Stop record for the first stop of the load. |
Fleet | Checkbox | If “Checked,” the load is assigned via Fleet Management. |
Fleet Load Status | Picklist | The current status of the Fleet Load. Values include: “Unplanned,” “Partially Planned,” “Planned,” “Dispatched,” “Terminal Transfer,” “Pending Final,” and “Final.” No default value. |
Freeze Distance | Checkbox | If “Checked,” the load mileage is not overwritten with PC Miler data. |
Hashcode | Text(40) | A unique Hash code for Email Loop URL security. |
HazMat | Checkbox | “Checked” whenever the load contains hazardous material. |
Import/Export | Picklist | A selection for the destination of the load. Values include: “Import,” “Export,” and “Domestic.” No default value. |
In Freight Plan | Formula (Checkbox) | If “Checked,” the load is part of a freight plan. |
Insurance Amount | Currency(16, 2) | The total monetary amount of insurance for the load. Only used for EDI integrations. |
Insurance Certificate Number | Text(50) | The insurance certificate number provided by the Falvey insurance API. |
Insurance Certificate PDF Link | URL(255) | The URL to the insurance certificate. |
Insurance Policy Status | Picklist | The current state of the insurance policy for the load. Values include: “Pending,” “Authorized,” and “Voided.” No default value. |
Insurance Policy Status as of | Date/Time | The date and time of the most recent Insurance Policy Status update. |
Insurance Premium Amount | Currency(16, 2) | The monetary premium amount for the requested insurance policy for the load. |
Insurance Premium Application | Picklist | The specification for how an insurance premium has been applied to the load. Values include: “Added to Customer Quote,” and “Deducted from Carrier Quote.” No default value. |
Insurance Provider | Text(80) | The name of the company providing the insurance policy for the load. |
Insurance Provider Fee | Currency(16, 2) | Technology fee for the insurance integration. |
Insurance Service Fee | Currency(16, 2) | Customer fee added to the insurance premium. |
Insurance Shipment Id | Text(80) | The shipment ID returned from the insurance provider for identification purposes. |
Insured Amount | Currency(16, 2) | The cargo value of a load plus the insurance buffer percentage. |
Invoiced Margin $ | Formula (Currency) | The calculated margin amount is calculated based on the Customer and Vendor Invoice totals. Customer Invoice(s) – Carrier Invoice(s) for the load. |
Invoiced Margin $ (Carrier Only) | Formula (Currency) | The invoiced margin on the load excluding Vendor charges. |
Invoiced Margin % | Formula (Percent) | The calculated margin percentage is calculated based on the Customer and Vendor and Carrier invoice totals. Margin (Invoiced) / Customer Invoice(s). |
Invoiced Margin % (Carrier Only) | Formula (Percent) | The calculated margin percentage is calculated based on the Customer and Carrier invoice totals. Margin (Invoiced) / Customer Invoice(s). |
Last Location Update Sent | Date/Time | The date and time the most recent EDI 214 location update was sent. |
Last Reported City | Text(40) | The most recent reported city for the load location. |
Last Reported Country | Picklist | The most recent reported country for the load location. Values include: “US,” “CA,” and “MX.” No default value. |
Last Reported Geolocation | Geolocation | The most recent reported latitude/longitude for the load location. |
Last Reported Location | Formula (Text) | The most recent reported city + state + country for the load location. |
Last Reported State/Province | Picklist | The most recent reported state/province for the load location. No default value. |
Last Stop | Lookup(Stop) | A lookup to the Stop record associated with the last stop for the load. |
Last Tracking Update | Date/Time | The most recent date and time a location update was received for the load. |
Last Tracking Update Source | Text(50) | The provider of the most recent tracking update for the load. |
Linear Feet | Number(10, 2) | The total linear footage on-the-truck for the load. This rolls up the linear footage measurements for the line items included on the load. |
Load Number | Text(80) | The unique record identifier. |
Load Posting Description | Text(200) | A description of the load that is sent to load boards. |
Load Sequence Number | Auto Number | An internal field to uniquely identify the load. |
Load Status | Picklist | Defines where the load is in the overall process. Values include: “Unassigned,” “Quotes Requested,” “Quotes Received,” “Tendered,” “Assigned,” “Dispatched,” “In Transit,” “Delivered,” “Completed,” “Cancelled,” “Declined,” and “Expired.” “Unassigned” is the default value. |
Load Status Comments | Text(255) | Load status text updates provided by the Carriers. |
Load Status Requested | Checkbox | If “Checked,” a load status email request has been sent to the Carrier for the load. |
Master Bill of Lading Number | Text(55) | A load identifier number for container tracking. |
Master BOL Option | Picklist | Feld defines the Carrier BOL’s Shipper and Consignee for documentation. Values include: “Shipper to Consignee,” “Shipping Agent to Receiving Agent,” “Shipper to Receiving Agent,” and “Shipping Agent to Consignee.” “Shipper to Consignee” is the default value. |
Max Pay Amount | Currency(16, 2) | The maximum monetary amount allowed for the Carrier cost for the load. |
Mileage API Borders | Picklist | A setting to control routes across international borders. Values include: “Borders Closed” and “Borders Open.” “Borders Closed” is the default value. |
Mode | Lookup(Mode) | A lookup to the Mode record associated with the load. Usually selected at load creation. |
Mode Name | Formula (Text) | The mode name of the load. |
Next Check Call | Date/Time | The date and time of the next check call with the Carrier or driver for the load. |
Notify Party | Lookup(Contact) | A lookup to the Contact record associated with the party to notify for ocean load mode. |
Offer Rate | Currency(16, 2) | The monetary rate offered to Carriers for the load. |
Offer Rate Type | Picklist | The rate type for the load. Values include: “Fixed Cost,” “Rate per Mile,” and “Rate per Kilometer.” No default value. |
Order Date | Date | The date the customer ordered the load. |
Order Number | Text(50) (External ID) (Unique Case Insensitive) | A globally unique order number for the customer of the load. |
Order Total | Currency(16, 2) | The total monetary value amount of the load to the customer. |
Origin | Formula (Text) | The first stop city/state/country of the load. |
OTD Counter | Formula (Number) | A representation of the arrival time of the load to a stop. “0” if load is late, “1” the load is early or on time. |
Other Carrier Capabilities | Picklist (Multi-Select) | The Carrier requirements necessary for the load. Values include: “Bonded (Canada),” “Bonded (US),” “CARB-Truck Compliant (California),” “CARB-TRU Compliant (California),” “C-TPAT Certified (US),” “FAST Certified (US),” “HazMat Certified (US),” “SmartWay Certified (US),” “Tanker Endorsed,” “TDG Certified (Canada),” “TSA Certification,” and “TWIC Certification.” No default value. |
Other Instructions | Long Text Area(3000) | Miscellaneous load instructions for the Carrier in addition to any pickup/delivery instructions. |
Paid Margin $ | Formula (Currency) | The calculated margin amount is calculated based on the Cash Receipt and Cash Disbursement totals. Customer Payment(s) – Carrier Payment(s) for the load. This field includes taxes. |
Paid Margin $ (Carrier Only) | Formula (Currency) | The calculated margin amount is calculated based on the Cash Receipt and Cash Disbursement totals. Customer Payment(s) – Carrier Payment(s) for the load. This field includes taxes. No Vendor payments. |
Paid Margin % | Formula (Percent) | The calculated margin percentage is calculated based on the cash receipt and cash disbursement total amounts. Margin (Paid) / Customer Payment(s). This field includes taxes. |
Paid Margin % (Carrier Only) | Formula (Percent) | The calculated margin percentage is calculated based on the cash receipt and cash disbursement total amounts. Margin (Paid) / Customer Payment(s). This field includes taxes. No Vendor payments. |
Payment Terms | Picklist | The terms for payment of the load. Values include: “Prepaid,” “Collect,” and “Third Party.” No default value. |
Pickup/Delivery Status | Long Text Area(1500) | The Carrier status summary information for each load stop. |
PO Number | Text(100) | The customer purchase order number for the load. |
POD Received | Checkbox | If “Checked,” proof of delivery has been received. This field is set automatically from the Carrier/driver status update pages if a POD is uploaded. |
Postal Code Lane | Text(60) (External ID) | An internal field to optimize lane searches. |
PRO Number | Text(40) | For LTL loads, the Carrier assigns a PRO Number to the load. |
Quote Total (Vendor Only) | Currency(16, 2) | The approved Vendor type Carrier quote monetary amount excluding any Carrier type Carrier quotes. |
Quoted Margin $ | Formula (Currency) | The calculated margin amount is calculated based on the accepted Customer quote totals and the Carrier + Vendor quote totals. Accepted Customer Quote – Accepted Carrier Quote for the load. |
Quoted Margin $ (Carrier Only) | Formula (Currency) | The calculated margin amount is calculated based on the accepted Customer quote totals and the Carrier quote totals. Accepted Customer Quote – Accepted Carrier Quote for the load. |
Quoted Margin % | Formula (Percent) | The calculated margin percentage is calculated based on the accepted Customer and Carrier + Vendor quote totals. Margin (Quoted) / Customer Quote Amount. |
Quoted Margin % (Carrier Only) | Formula (Percent) | The calculated margin percentage is calculated based on the accepted Customer and Carrier quote totals. Margin (Quoted) / Customer Quote Amount. |
Rate Export Date | Date/Time | This field is set when the LoadDex Rate Data upload batch process runs. |
Receiving Agent | Lookup(Account) | A lookup to the Account record associated with the receiving agent for the load. |
Recurring Load Schedule | Lookup(Recurring Load Schedule) | A lookup to the Recurring Load Schedule record. For cloned loads, this field contains the original Recurring Load Schedule. |
Relay | Checkbox | If “Checked,” the load is a Fleet Management load with multiple driver legs. |
Requested Delivery Date | Date | The date requested for faster transit.
|
Requested Delivery Time | Time | The time requested for faster transit. |
Rerate Fingerprint | Text(100) | The stored image of a load configuration used to detect changes to the load information. |
Review Before Tender | Boolean | If “Checked,” the customer portal load requires internal review. |
RFP | Lookup(RFP) | A lookup to the RFP record associated with the load via the LTL Workbench. |
Sales Status | Picklist | The broker sales status on the quoted load. Values include: “Pending,” “Won,” and “Lost.” “Pending” is the default value. |
Save & Rate Chosen | Checkbox | "Checked" when a load is created from clone or EDI with the Save & Rate option. Synchronizes the FQA with rating that happens asynchronously in a platform event. |
Schedule Status | Picklist | The current schedule status of the load. Values include: “On Schedule” and “Behind Schedule.” No default value. |
Service Level | Lookup(Service Level) | A lookup to the Service Level record associated with the speed of service (standard or expedited) of the Carrier. |
Ship From Address | Formula (Text) | The street, city, state, and postal code address of the first stop of the load. |
Ship Status | Formula (Text) | The Arrival Status for the first stop of the load. |
Ship To Address | Formula (Text) | The street, city, state, and postal code address of the last stop of the load. |
Shipping & Handling | Currency(16, 2) | The monetary amount for load shipping and handling charges. |
Shipping Agent | Lookup(Account) | An lookup to the Account record associated with the shipping agent for the load. |
Shipping Instructions Due Date | Date | The date by which the final shipping instructions must be sent to the ocean Carrier. |
Shipping Instructions Version | Number(2, 0) | The version number of the next shipping instructions to be sent to INTTRA for an Ocean FCL mode load. |
Site URL | Text(200) | An internal field to support email link generation. |
State Lane | Text(40) (External ID) | An internal field to optimize lane searches. |
Stops | Roll-Up Summary (COUNT Stop) | The number of stops for the load. |
Tax Exempt | Checkbox | If “Checked,” the load is exempt from freight taxes for billing purposes. |
Team | Checkbox | If “Checked,” a driver team is required for the load. |
Temperature Controlled | Checkbox | If “Checked,” the load is temperature controlled. |
Temperature Run Type | Picklist | The selection for the temperature control setting. Values include: “Continuous” and “Cycle.” No default value. |
Temperature Setting Maximum | Number(4, 0) | The maximum temperature for the load. |
Temperature Setting Minimum | Number(4, 0) | The minimum temperature for the load. |
Temperature Units | Picklist | The temperature measurement units for the load. Values include: “F” and “C.” No default value. |
Tender Accept Link | URL(255) | An Email Loop Link URL for accepting the load tender. |
Tender Accepted Date | Date/Time | The date and time the Carrier accepted the load tender. |
Tender Decline Link | URL(255) | An Email Loop Link URL for declining the load tender. |
Terminal Cutoff Date | Date/Time | The date and time before which an ocean container must arrive at the terminal. |
Total Area | Number(10, 2) | The total area of the handling units of the load. |
Total Insurance Premium | Currency(16, 2) | The Insurance premium amount plus the service fee plus the provider fee. |
Total Volume | Number(18, 0) | The total volume as a sum of the line-item volumes of the load. |
Total Weight | Number(18, 0) | The total weight as a sum of the line-item weights of the load. |
Tracking Duration | Picklist | Total time to track a load. Several values available including: "1 hour," "4 hours," and "7 days." |
Tracking Notes | Text Area(255) | Notes sent when tracking a load. |
Tracking Number | Text(40) | The Tracking ID of third-party load status tracking providers. Information is obtained from MacroPoint and other integrators. |
Tracking Number (Customer) | Text(40) | The Tracking ID of the customer’s third-party load status tracking providers. Outbound updates are sent to this API integration. |
Tracking Provider | Text(40) | The third-party providing tracking information for the load. |
Tracking Provider (Customer) | Text(40) | The customer’s third-party load status tracking provider. Outbound updates are sent to this API integration. |
Tracking Update Email List | Text Area(255) | Comma separated list of email addresses to receive tracking notifications. MacroPoint only. |
Tracking Update Interval | Picklist | The update interval for a tracking session. Values include: "15 minutes," "30 minutes," "60 minutes," "2 hours," "4 hours," "8 hours," and "12 hours." No default value. |
Tractor Number | Text(80) | The power unit identifier provided by the Carrier. |
Ultimate Consignee | Lookup(Account) | A lookup to the Account record associated with the ultimate consignee in the case of xxx-to-port Ocean Full Container Loads (FCL). This information is needed for shipping instructions. |
Vendor | Lookup(Account) | A lookup to the Account record associated with the capacity provider for the load. Usually, this company is the Carrier. |
Vendor Invoice Processor | Picklist | The company responsible for processing vendor invoices. Values include: “HubTran” or blank. No default value. |
Vendor Invoice Total | Currency(16, 2) | The total monetary sum of all the Carrier/Vendor invoices related to the load. Note that the API name of this field is: “CarrierInvoiceTotal__c.” |
Vendor Payment Total | Currency(16, 2) | The total monetary sum of all Carrier/Vendor payments related to the load. Note that the API name of this field is “CarrierPaymentTotal__c.” |
Vendor Quote Total | Currency(16, 2) | The approved Vendor type Carrier quote monetary amount. The Carrier quote plus any Vendor type quotes. API Name: rtms__Carrier_Quote_Total__c. |
VGM Cutoff Date | Date/Time | The date and time by which the container VGM documentation must be submitted to the Ocean Carrier. |
Volume Units | Picklist | The volumetric units for the Total Volume field. Values include: “Cubic Feet,” “Cubic Inches,” “Cubic Meters,” “Cubic Centimeters,” “Gallons,” and “Liters.” No default value. |
Warehouse Contact | Lookup(Contact) | A lookup to the Contact record associated with the Warehouse for any instructions. |
Weight From Carrier | Number(18, 0) | The weight returned from the SMC3 EVA status operation. |
Weight Units | Picklist | The unit of measure of weight for the Total Weight field. Values include: “lbs” and “kg.” “Lbs” is the default value. |
Zip3 Lane | Text(7) (External ID) | An internal field to optimize lane searches. |
Zip5 Lane | Text(11) (External ID) | An internal field to optimize lane searches. |
Load Accessorial
This object contains accessorial charges associated with a load.
Field Name | Type | Description |
|---|---|---|
Accessorial | Master-Detail(Accessorial) | The Master-Detail relationship to the parent Accessorial record the Load Accessorial belongs to. |
Load | Master-Detail(Load) | The Master-Detail relationship to the parent Load record the Load Accessorial belongs to. |
Name | Text(80) | The accessorial name/description. |
Provider | Picklist | The company that originates the accessorial. Values include: “Carrier” and “Third Party.” “Carrier” is the default value. |
Stop | Lookup(Stop) | A lookup to the Stop record associated with this load accessorial. |
Load Email
This object defines additional email addresses that are added to specific outbound emails from the TMS.
Field Name | Type | Description |
|---|---|---|
Contact | Lookup(Contact) | A Lookup to the associated Contact record associated with this load email. |
Document Option Actions | Picklist (Multi-Select) | The outbound email type to use the email for. "Carrier Load Tender," "Customer Invoice," etc. |
Email Address | The email address used. | |
Email Recipient Type | Picklist | The email send type: "To," "CC," or "BCC." |
Load | Master-Detail(Load) | The Master-Detail relationship to the parent Load record the Load Email belongs to. |
Name | Auto Sequence | The unique record identifier. Example: LE-{0}. |
Target Email | Formula (Text) | The email address from the User, Contact, or Email Address field. |
User | Lookup(User) | A lookup to the User record associated with this load email. |
Load Entry Reference
This object contains account specific configurable references for entry on the customer portal.
Field Name | Type | Description |
|---|---|---|
Label | Picklist | Selection options for load reference labels. Values include: “Order Number,” “Reference Number,” and “PO Number.” No default value. |
Reference Name | Auto Number | The unique record identifier. Example: Reference-{0}. |
Required | Checkbox | If “Checked,” the load entry is required on the customer portal. |
Transportation Profile | Master-Detail(Transportation Profile) | The Master-Detail relationship to the parent Transportation Profile record the Load Entry Reference belongs to. |
Type | Picklist (Multi-Select) | Load entry selection field for the customer or stop locations. Values include: “Customer,” “Pickup,” and “Delivery.” No default value. |
Load Involved
This Fleet Management object captures loads involved in Incident records.
Field Name | Type | Description |
|---|---|---|
Comments | Text Area(255) | Comments regarding the load involved in the incident. |
Incident | Master-Detail(Incident) | The Master-Detail relationship to the parent Incident record the Load Involved belongs to. |
Load | Lookup(Load) | A lookup to the Load record associated with the load involved incident. |
Load Involved ID | Auto Number | The unique record identifier. Example: Load Involved-{0}. |
Open Claims | Picklist | Selection for if there are open claims against the load. Values include: “Yes” and “No.” No default value. |
Load Posting
This object stores load postings made to the DAT, LoadBoard Network, and Internet Truckstop load boards.
Field Name | Type | Description |
|---|---|---|
Allow Booking | Checkbox | If “Checked,” a Carrier is allowed to book from the load board (Truckstop Only). |
Auto Unpost Date/Time | Date/Time | The date and time a Load Posting is auto-unposted. |
Description | Text(200) | A description of the load/cargo. |
Equipment Type | Text(100) | The desired equipment type to appear in the load posting. |
Equipment Type Code | Text(100) | The code for the desired equipment type to appear in the load posting. |
Full Truckload | Checkbox | “Checked” for FTL loads and “Unchecked” for LTL loads. |
Last Update | Date/Time | The date and time the load posting was created or most recently updated. |
Load | Master-Detail(Load) | The Master-Detail relationship to the parent Load record the Load Posting refers to. |
Load Board | Picklist | The selection of the load board to post to. Values include: “DAT,” “DAT 2,” “Truckstop 2,” “TransCore,” “LoadBoard Network,” and “Trucker Tools Load Board.” No default value. |
Load Board Posting ID | Text(40) | The internal load board posting ID. |
Offer Rate | Currency(16, 2) | The monetary rate offered by the user posting the load. |
Offer Rate Type | Picklist | The selection for the type of rate offered for the load posting. Values include: “Fixed Cost” and “Rate per Mile.” “Fixed Cost” is the default value. |
Original Poster | Lookup(User) | A lookup to the User record associated with the original poster of the load. |
Posting | Auto Number | The unique record identifier. Example: Posting-{0}. |
Posting Status | Picklist | The status of the Load Posting. Values include: “Posted,” “Queued for Unpost,” “Unposted,” "and “Expired.” No Default value. |
Time Until Auto Unpost | Number(2, 0) | The number of hours until a Posted Load is auto-unposted. |
Truck Length | Number(18, 0) | The length (in feet) of the desired truck. |
Load Reference
This object stores load and stop EDI reference numbers received from 204 EDI tender transactions.
Field Name | Type | Description |
|---|---|---|
Item Number | Number(18, 0) | Populates the Line Item in the Load Reference. |
Label | Text(100) | Label or Text for reference number. |
Line Item | Lookup(Line Item) | A lookup to the Line Item record associated with the Line Item reference numbers. |
Load | Master-Detail(Load) | The Master-Detail relationship to the parent Load record the Load Reference belongs to. |
Name | Auto Number | The unique record identifier. Example: Reference-{0}. |
Stop | Lookup(Stop) | A lookup to the Stop record associated with the stop-level reference numbers. |
Stop Number | Number(18, 0) | The order number of the stop. |
Type | Text(30) | The type of reference number. |
Value | Text(200) | The value of the reference number. |
Mode
This object defines the transportation modes supported within the TMS installation.
Field Name | Type | Description |
|---|---|---|
AI Enabled | Checkbox | If “Checked,” the is available for creating AI Load records. |
Carrier Application | Checkbox | If “Checked,” the Equipment Type is available in the online Carrier application. |
Cust Portal Past Date Tender Msg | Rich Text Area(500) | A header message displayed on the load and Carrier Quote page of the Customer Portal when the pickup date is in the past. |
Cust Portal Same Day Pickup Msg | Rich Text Area(500) | A header message displayed on the load and Carrier Quote page of the Customer Portal when the pickup date is today. |
Cust Portal Same Day Tender Disabled Msg | Rich Text Area(500) | A header message displayed on the Carrier Quote page of the Customer Portal when the Tender Cutoff time has passed. |
Customer Portal Description | Text(255) | The text displayed on the mode selection page in the Customer Portal. |
Customer Portal Icon | Text(255) | The Salesforce ID of the image used for the mode icon in the Customer Portal. |
Customer Portal Selection | Checkbox | When “Checked,” this mode appears on the Customer Portal. |
Default Equipment Category | Picklist | Used by the LaneIQ Network for database queries. Values include, "Van," "Flatbed," "Reefer," "Specialized," and "Ocean/Intermodal." No default value. |
Default Equipment Type | Lookup(Equipment Type) | A lookup to the Equipment Type record associated with the mode. |
Enabled | Checkbox | If “Checked,” the mode can be selected when defining Carrier Services. |
Highway Mode | Text(80) | The internal mapping for custom Modes to the Highway integration. |
LTL | Checkbox | If “Checked,” the mode is an LTL mode. |
Maximum Weight | Number(18, 0) | The maximum weight default for the mode. This field is used when creating Carrier Services. |
MCP Mode | Text(80) | The mode specified when using MyCarrierPackets. |
Minimum Weight | Number(18, 0) | The minimum weight default for the mode. This field is used when creating Carrier Services. |
Name | Text(80) | The mode name, such as “LTL.” |
Order | Number(2, 0) | The listed ordering of modes. |
Past Date Tender Message | Rich Text Area(500) | A header message displayed for internal users on the Carrier Quote Builder and Carrier Quote List of the load page, and the Carrier Quote record when the pickup date is in the past. |
Render Item Number and Desc Fields Last | Checkbox | When “Checked,” the Item Number and Item Description display as the last two fields in the line-item entry prior to Pickup Stop and Delivery Stop. |
Required Application Documents | Picklist (Multi-Select) | The documents that are required to upload during the online Carrier application process. Values include: “Completed W9 Tax Form,” “Certificate of Insurance,” and “Operating Authority.” No default value. |
Rerate Notification | Checkbox | If “Checked,” the mode information has changed and requires a rerate. |
RMIS Code | Text(10) | The RMIS-specific integration code for this mode. |
Same Day Pickup Message | Rich Text Area(500) | A header message displayed for internal users on the Carrier Quote Builder and Carrier Quote List of the load page, and the Carrier Quote record when the pickup date is today. |
Same Day Tender Disabled Message | Rich Text Area(500) | A header message displayed for internal users on the Carrier Quote Builder and Carrier Quote List of the load page, and the Carrier Quote record when the Tender Cutoff Time has passed. |
Show Carrier on Shipment Tracking | Checkbox | If “Checked,” the Carrier name and logo are displayed in the CustomerShipmentTracking LWC. |
Show Containers on Load Creation | Checkbox | If “Checked,” the container list is displayed when building a new load. |
Weight Units | Picklist | During the auto-creation of Carrier Services, this field provides for the weight units for the minimum and maximum weight fields on a load. Values include: “lbs” and “kg.” “Lbs” is the default value. |
Payment Terms
This object defines vendor payment term details.
Field Name | Type | Description |
|---|---|---|
Carrier Application | Checkbox | If “Checked,” the Equipment Type is available in the online Carrier Application. |
Enabled | Checkbox | If “Checked,” the Payment Terms are available. |
Name | Text(80) | A description of the Payment Terms. |
Order | Number(3, 0) | The order of the Payment Terms in picklists. |
Payment Days Due | Number(3, 0) | The number of days before a payment is due. |
Payment Discount % | Percent(3, 2) | The percent discount from the quote total to be applied to the invoice. |
Portal Selection | Checkbox | If “Checked,” the Payment Terms are available to Carriers on the Carrier Portal. |
Type | Picklist | The selection for the type of Payment Terms. Values include: “Vendor,” which is the default value. |
PerformanceIQ Configuration
This object captures the settings of the PerformanceIQ component and current org storage limits.
Field Name | Type | Description |
|---|---|---|
Configuration State | Long Text Area(10000) | The JSON serialized settings of the PerformanceIQ component. |
Data Storage | Number(18, 0) | The org’s current data usage in MB. |
Data Storage Max | Number(18, 0) | The org’s maximum allowable data usage in MB. |
File Storage | Number(18, 0) | The org’s current file usage in MB. |
File Storage Max | Number(18, 0) | The org’s maximum allowable file usage in MB. |
Name | Auto Number | The unique record identifier. Example: Configuration-{0}. |
Person Involved
This Fleet Management object captures persons involved in Incident records.
Field Name | Type | Description |
|---|---|---|
Comments | Text(255) | Comments regarding a person involved in an incident. |
Contact | Lookup(Contact) | A lookup to the Contact record associated with the incident. |
Employee/Contractor | Lookup(User) | A lookup to the User record associated with the Employee/Contractor involved in the incident. |
Follow-Up Action | Text(255) | A description of the follow-up action that is required. |
Follow-Up Date/Time | Date/Time | The date and time for follow-up. |
Incident | Master-Detail(Incident) | The Master-Detail relationship to the parent Incident record the Person Involved belongs to. |
Person Involved ID | Auto Sequence | The unique record identifier. Example: Person Involved-{0}. |
Reported Date/Time | Date/Time | The date and time an incident was reported. |
Reported Incident | Checkbox | If “Checked,” the person reporting was involved in the incident. |
Role | Picklist | The role of the person involved. Values include: “Police,” “Witness,” “Direct,” and “Other.” No default value. |
Supervisor | Lookup(User) | A lookup to the User record associated with the supervisor of the person involved. |
Portal Configuration
This object defines the text content on the Customer Self-Serve Portal.
Field Name | Type | Description |
|---|---|---|
Cargo Insurance Authorization | Rich Text Area(10000) | The text is displayed to the customer when authorizing insurance on the last page of the Quote Wizard. |
Cargo Insurance Excluded Commodities | Rich Text Area(10000) | The message is displayed to the customer when clicking the “View Excluded Commodities” link and authorizing insurance on the last page of the Quote Wizard. |
Cargo Insurance Opt Out | Rich Text Area(10000) | The message is displayed to the customer if they opt out of insurance by unchecking the “Show Cargo Insurance Options” checkbox. |
Cargo Insurance Overview | Rich Text Area(10000) | The message is displayed to the customer when clicking the “Learn More” link regarding insurance. |
Credit Hold Message | Rich Text Area(10000) | The message is displayed to the customer if they have exceeded their credit limit. |
Load Entry Only Message | Rich Text Area(10000) | The message is displayed to the customer after non-LTL load has been created and cannot be quoted via the Customer Portal. |
Load Entry Page Footer | Rich Text Area(10000) | The footer text displayed to the customer on the load entry page. |
Mode Selection Page Header | Rich Text Area(10000) | The header text displayed when the customer is selecting a mode. |
Name | Auto Name | The unique record identifier. Example: Configuration-{0}. |
No Carrier Quotes Message | Rich Text Area(10000) | The text that is displayed to the customer if no LTL API quotes are available for a load. |
Post-Tender Page Footer | Rich Text Area(10000) | The footer text that is displayed after a customer tenders a load. |
Pre-Tender Page Footer | Rich Text Area(10000) | The footer text that is displayed before a customer tenders a load. |
Quote List Page Footer | Rich Text Area(10000) | The footer text that is displayed on the LTL API quote list page. |
Review Before Tender Message | Long Text Area(10000) | The message displayed to the customer if loads require internal review after tendering from the Customer Portal. |
Tender Failed Alert Email | The email address to send alerts when a Customer Portal tender fails. |
Queued Transaction
This object contains asynchronously executed inbound and outbound web API transactions.
Field Name | Type | Description |
|---|---|---|
Content Type | Text(50) | Mime type of data packet. |
Direction | Picklist | Values include: “Inbound” and “Outbound.” No default value. |
Error Detail | Long Text Area(2000) | The details of any processing error. |
Fingerprint | Text(200) | The unique Hash code for duplicate detection. |
In Process | Checkbox | If "Checked,” the transaction has been queued by the batch process. |
Payload 1 | Long Text Area(130,000) | The packet payload. |
Payload 2 | Long Text Area(130,000) | The packet payload remainder if it does not fit completely in Payload1. |
Processing Time | Number(10, 3) | How long (in seconds) it takes to process the 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. Values include: "Pending," "Processed," "Failed," "Retry Failed," and "Invalid." "Pending" is the default value. |
Status (Indexed) | Text(40) (External ID) | The indexed version of the Status field used for quick start() method. |
Transaction | Auto Number | The unique Record Identifier. Example: Transaction-{0}. |
Rate Calculation
This object allows users to define blended Carrier rate estimates based on internal and load board data.
Field Name | Type | Description |
|---|---|---|
Active | Checkbox | If “Checked,” the rate calculation is active and will be calculated for loads. |
Description | Text Area(255) | The text description of the rate calculation. |
Lane | Lookup(Lane) | A lookup to the Lane record to use for matching purposes. |
Match Priority | Number(4,0) | The match priority for evaluating the best match to a load. |
Mode | Master-Detail(Mode) | The Master-Detail relationship to the parent Mode record the Rate Calculation belongs to. |
Name | Text(80) | The unique record identifier. |
Rate Calculation Rule
This object allows users to define blended carrier rate estimates based on internal and load board data.
Field Name | Type | Description |
|---|---|---|
Data Source | Picklist | The source of the data for rate calculations. Values include: “TMS,” “DAT,” “FreightWaves,” "LaneIQ Network," “Truckstop,” and “Custom Source.” No default value. |
Distance Units | Picklist | The unit of measure for distance in rate calculation rules. Values include: “Miles” and “Kilometers.” “Miles” is the default value. |
Equipment Category | Picklist | The equipment category applicable to this rate calculation rule. Values include: “Van,” “Flatbed,” “Reefer,” “Specialized,” and “Ocean/Intermodal.” This field is dependent on the Data Source field. No default value. |
Lookback Days | Picklist | The number of days’ worth of data to include in the rate calculation rule. Values include: “3,” “7,” “15,” “30,” and “N/A.” This field is dependent on the Paid/Posted field. No default value. |
Name | Auto Number | The unique record identifier. Example: Rule-{0}. |
Paid/Posted | Picklist | Values include: “Paid,” “Posted,” “Contracted,” and “N/A.” “Paid” is the default value. This field is dependent on the Data Source field. |
Rate Calculation | Master-Detail(Rate Calculation) | The Master-Detail relationship to the parent Rate Calculation record the Rate Calculation Rule belongs to. |
Rate Type | Picklist | The type of rate the rate calculation rule applies to. Values include: “Spot,” and it is the default value. |
Search Radius | Picklist | The radius size for the rate calculation rule. Values include: “10,” “25,” “50,” “75,” “100,” “125,” “150,” “200,” and “N/A.” This field is dependent on the Data Source field. No default value. |
Threshold | Number(5, 0) | The minimum number of loads required to match this rule. |
Weight | Percent(3, 2) | The weighting factor percentage for this rule in the blended rate. |
Rate Entry
This object defines pre-negotiated lane rates for customers and Carriers.
Field Name | Type | Description |
|---|---|---|
Accessorial | Lookup(Accessorial) | A lookup to the Accessorial record for the associated rate entry. |
Accessorial Name | Formula (Text) | The name of the accessorial associated with the rate entry. |
Apply Discounts To | Picklist | The selection for applicable discounts. Values include: “Charges” and “Rates.” “Charges” is the default value. |
Apply Surcharge To | Picklist | The selection for applicable surcharges. Values include: “Net” and “Gross.” “Net” is the default value. |
Auto-Apply | Checkbox | If "Checked," automatically apply the Accessorial Rate Entry during the rating process. |
Auto-Tender | Checkbox | If “Checked," allow the Carrier Quote to be auto-tendered. |
Carrier Service | Lookup(Carrier Service) | A lookup to the Carrier Service record associated with the rate entry. |
Category | Picklist | The selection for the category of rate entry. Values include: “Customer” and “Carrier.” No default value. |
Destination Free Days | Number(3, 0) | The number of days a container can sit at the port of receipt before accruing demurrage charges. |
Direct/Interline | Picklist | An LTL Workbench support field selecting the type of movement for the rate entry. Values include: “Direct,” “Interline,” “Partner,” and “Unspecified,” “Direct - Direct,” “Direct - Interline,” and many others. No default value. |
Effective Date | Date | The date when a rate entry becomes valid. |
Estimated Transit Time (Days) | Number(3, 0) | The number of days to ship a load at the service level specified. |
Expected Load Volume | Number(10, 0) | The expected load volume for this (RFP) lane. |
Expiration Date | Date | The date after which the rate entry is no longer valid. |
Fleet Loads Only | Checkbox | If “Checked,” only Fleet loads will match the rate entry. |
Fuel Surcharge | Lookup(Fuel Surcharge) | A lookup to the Fuel Surcharge record associated with the rate entry. |
Lane | Lookup(Lane) | A lookup to the Lane record associated with this rate entry. |
Lane Match Option | Picklist | The selection for the lane match option for the rate entry. Values include: “Intrastate Only” and “Interstate Only.” No default value. |
LTL Surcharge | Percent(2, 2) | The LTL tariff percentage for the rate entry. |
Match Priority | Number(4, 0) | A number representing the match priority for the rate entry for a lane. |
Maximum Alternation Weight | Number(5, 0) | The maximum alternation weight threshold based on the appropriate tariff schedule for LTL loads. |
Minimum Charge Discount | Percent(2, 2) | The minimum charge discount percentage based on the appropriate tariff schedule for LTL loads. |
Minimum Charge Floor | Currency(5, 2) | The minimum monetary amount for the charge floor based on the appropriate tariff schedule for LTL loads. |
Mode | Lookup(Mode) | A lookup to the Mode record associated with Carrier Service and Carrier rates. The mode selected by the user for customer rates. |
Movement Type | Picklist | An ocean FCL field for selecting the type of movement of the load. Values include: “Door to Door,” “Door to Port,” “Port to Door,” and “Port to Port.” No default value. |
NMFC Class 100 = | Picklist | The NMFC Class 100 input. No default value. |
NMFC Class 110 = | Picklist | The NMFC Class 110 input. No default value. |
NMFC Class 125 = | Picklist | The NMFC Class 125 input. No default value. |
NMFC Class 150 = | Picklist | The NMFC Class 150 input. No default value. |
NMFC Class 175 = | Picklist | The NMFC Class 175 input. No default value. |
NMFC Class 200 = | Picklist | The NMFC Class 200 input. No default value. |
NMFC Class 250 = | Picklist | The NMFC Class 250 input. No default value. |
NMFC Class 300 = | Picklist | The NMFC Class 300 input. No default value. |
NMFC Class 400 = | Picklist | The NMFC Class 400 input. No default value. |
NMFC Class 50 = | Picklist | The NMFC Class 50 input. No default value. |
NMFC Class 500 = | Picklist | The NMFC Class 500 input. No default value. |
NMFC Class 55 = | Picklist | The NMFC Class 55 input. No default value. |
NMFC Class 60 = | Picklist | The NMFC Class 60 input. No default value. |
NMFC Class 65 = | Picklist | The NMFC Class 65 input. No default value. |
NMFC Class 70 = | Picklist | The NMFC Class 70 input. No default value. |
NMFC Class 77.5 = | Picklist | The NMFC Class 77.5 input. No default value. |
NMFC Class 85 = | Picklist | The NMFC Class 85 input. No default value. |
NMFC Class 92.5 = | Picklist | The NMFC Class 92.5 input. No default value. |
Notes | Long Text Area(2000) | Notes related to optional accessorials for the rate entry. |
Prevent Deficit Rating | Checkbox | If “Checked,” deficit weights on LTL loads are not allowed when using SMC3 rates. |
Pricing Notes | Long Text Area(10000) | Notes regarding pricing that are displayed in the Freight Quote Assistant. |
Pricing Owner | Lookup(User) | A lookup to the User record associated with pricing this (RFP) rate entry. |
Priority | Picklist | The Carrier preference level for a lane. Values include: “1,” “2,” and “3.” No default value. |
Quote/Contract Id | Text(100) | The Quote identifier passed on to quotes created based on the rate entry. |
Rate Adjustment Factor | Number(1, 4) | An LTL tariff schedule field for multiplying rates. |
Rate Entry | Auto Number | The unique record identifier. Example: Rate Entry {0}. |
Rate Type | Picklist | The Freight/Fuel/Accessorial rate type. Values include: “Freight+Fuel+Accessorial,” “Freight+Fuel,” “Freight,” “Fuel,” and “Accessorial.” No default value and is required to create a new rate entry. |
RFP | Lookup(RFP) | A lookup to the RFP record associated with this rate entry. |
Sales Floor | Currency(16, 2) | The lowest monetary amount that may be quoted to a customer. |
Service Level | Lookup(Service Level) | A lookup to the Service Level record associated with the rate entry. Values include: “Standard” or “Expedited.” |
Shipper Comments | Text Area(255) | Comments from the shipper related to the (RFP) lane. |
Status | Picklist | The status of the rate entry. Values include: “Pending,” “Quoted,” “Accepted,” “Rejected,” and “Cancelled.” “Pending” is the default value. |
Tariff Description | Text Area(255) | A text description of the tariff for the rate entry. |
Tariff Effective Date | Date | The date when a tariff becomes valid. |
Tariff Name | Picklist | The name of the tariff schedule to apply to the rate entry. No default value. |
TL Surcharge | Percent(2, 2) | A percentage surcharge for a Truckload rate entry. |
Transportation Profile | Master-Detail(Transportation Profile) | The Master-Detail relationship to the parent Transportation Profile record the Rate Entry belongs to. |
Weight Break 1 | Text(100) | Weight Break 1 Description. |
Weight Break 1 Discount | Percent(2, 2) | Weight Break 1 discount percent. |
Weight Break 2 | Text(100) | Weight Break 2 Description. |
Weight Break 2 Discount | Percent(2, 2) | Weight Break 2 discount percent. |
Weight Break 3 | Text(100) | Weight Break 3 Description. |
Weight Break 3 Discount | Percent(2, 2) | Weight Break 3 discount percent. |
Weight Break 4 | Text(100) | Weight Break 4 Description. |
Weight Break 4 Discount | Percent(2, 2) | Weight Break 4 discount percent. |
Weight Break 5 | Text(100) | Weight Break 5 Description. |
Weight Break 5 Discount | Percent(2, 2) | Weight Break 5 discount percent. |
Weight Break 6 | Text(100) | Weight Break 6 Description. |
Weight Break 6 Discount | Percent(2, 2) | Weight Break 6 discount percent. |
Weight Break 7 | Text(100) | Weight Break 7 Description. |
Weight Break 7 Discount | Percent(2, 2) | Weight Break 7 discount percent. |
Weight Break 8 | Text(100) | Weight Break 8 Description. |
Weight Break 8 Discount | Percent(2, 2) | Weight Break 8 discount percent. |
Weight Break 9 | Text(100) | Weight Break 9 Description. |
Weight Break 9 Discount | Percent(2, 2) | Weight Break 9 discount percent. |
Weight Break 10 | Text(100) | Weight Break 10 Description. |
Weight Break 10 Discount | Percent(2, 2) | Weight Break 10 discount percent. |
Weight Break 11 | Text(100) | Weight Break 11 Description. |
Weight Break 11 Discount | Percent(2, 2) | Weight Break 11 discount percent. |
Rate Entry Calculation
This object defines the Base, Minimum, and Maximum calculations for a Rate Entry.
Field Name | Type | Description |
|---|---|---|
Amount Field | Text(100) | The load or quote field name to calculate the rate entry cost. |
Calculation Type | Picklist | The selection for the type of rate entry calculation. Values include: “Base,” “Minimum,” and “Maximum.” No default value. |
Delivery Stop Baseline | Number(3, 0) | Determining number of stops for Stop off charge calculations. |
DIM Factor | Number(5, 6) | The dimensional weight factor for Billable Weight-Based rate entry calculations. |
Distance Override | Number(10, 1) | When using a distance-based rate entry calculation, this field can be used for overriding the load distance for stored rate quoting. |
Equipment Type | Lookup(Equipment Type) | A lookup to the Equipment Type record associated with this rate entry calculation. |
Handling Units | Picklist | The type of Handling Unit related to this rate entry calculation. Values include: “Bales,” “Boxes,” “Cases,” and many others. No default value. |
HU Calculation Method | Picklist | The method used for handling units for rate entry calculations. Values include: “Actual” and “Adjusted by HU Max Weight.” No default value. |
HU Max Weight | Number(16, 2) | The maximum weight per handling unit when performing handling unit-based rate entry calculations. |
Name | Auto Number | The unique record identifier. Example: Rate Entry Calc-{0}. |
NMFC Class | Picklist (Multi-Select) | The NMFC class for this rate entry calculation. No default value. |
Packaging Units | Picklist | The type of Packaging Unit related to this rate entry calculation. Values include: “Bales,” “Boxes,” “Cases,” and many others. No default value. |
Pickup Stop Baseline | Number(3, 0) | Determining number of stops for Stop off charge calculations. |
Rate Entry | Master-Detail(Rate Entry) | The Master-Detail relationship to the parent Rate Entry record the Rate Entry Calculation belongs to. |
Rate Method | Picklist | The method used for the rate entry calculation. Some values include: “API,” “Manual,” “Per Mile,” “Per Cubic Foot,” “Per Stop,” "Per HU Position," and many others. This field is dependent on the Calculation Type field. No default value. |
Volume Units | Picklist | The unit of measure for volume-based calculations. Values include: “Cubic Feet,” “Cubic Inches,” “Cubic Meters,” “Cubic Centimeters,” “Gallons,” and “Liters.” No default value. |
Weight Units | Picklist | The unit of measure for weight-based calculations. Values include: “lbs,” “kg,” and “cwt.” “Lbs” is the default value. |
Rate Entry Calculation Axis
This object defines costing axes for matrix-based Rate Entry Calculations.
Field Name | Type | Description |
|---|---|---|
Axis Type | Picklist | The axis delineation type for rate entry calculations. Some values include: “Distance,” “Weight,” “Linear Feet,” “Total Handling Unit Count,” “Handling Unit Count,” and many others. No default value. |
Axis Units | Picklist | The axis delineation units. Some values include: “Miles,” “lbs,” “Cubic Feet,” “in,” and others. This field is dependent on the Axis Type field. No default value. |
Dimension | Picklist | The dimension for the rate entry calculation axis. Values include: “X-Axis” and “Y-Axis.” No default value. |
Name | Auto Number | The unique record identifier. Example: Axis-{0}. |
Range Boundary | Picklist | The range boundary for the rate entry calculation axis. Values include: “Include Maximum” and “Include Minimum.” This field is dependent on the Range Type field. No default value. |
Range Type | Picklist | The type of range for the rate entry calculation axis. Values include: “Numeric Range,” “String Range,” and “Values.” This field is dependent on the Axis Type field. No default value. |
Rate Entry Calculation | Master-Detail(Rate Entry Calculation) | The Master-Detail relationship to the parent Rate Entry Calculation record the Rate Entry Calculation Axis belongs to. |
Rate Entry Calculation Axis Value
This object defines the costing axis “hash marks” for matrix-based Rate Entry Calculations.
Field Name | Type | Description |
|---|---|---|
Maximum | Number(14, 4) | The maximum value for a numeric range-based hash mark. |
Maximum String | Text(100) | The maximum value for a string range-based hash mark. |
Minimum | Number(14, 4) | The minimum value for a numeric range-based hash mark. |
Minimum String | Text(100) | The minimum value for a string range-based hash mark. |
Name | Auto-Number | The unique record identifier. Example: Axis Value-{0}. |
Order | Number(4, 0) | The mash mark numbered order. |
Rate Entry Calculation | Master-Detail(Rate Entry Calculation) | The Master-Detail relationship to the parent Rate Entry Calculation record the Rate Entry Calculation Axis Value belongs to. |
Rate Entry Calculation Axis | Lookup(Rate Entry Calculation Axis) | A lookup to the Rate Entry Calculation Axis record associated with the Rate Entry Calculation Axis Value. |
Values | Test(255) | The comma-separated list of values the hash mark represents. |
Rate Entry Calculation Cell
This object defines rate cells for matrix-based Rate Entry Calculations.
Field Name | Type | Description |
|---|---|---|
Name | Auto Number | The unique record identifier. Example: Cell-{0}. |
Rate Entry Calculation | Master-Detail(Rate Entry Calculation) | The Master-Detail relationship to the parent Rate Entry Calculation record the Rate Entry Calculation Cell belongs to. |
Value | Number(14, 4) | The rate to employ in costing the rate entry. |
X Axis Value | Lookup(Rate Entry Calculation Axis Value) | A lookup to the Rate Entry Calculation Axis Value record associated with the Rate Entry Calculation Cell. The Rate Entry Calculation X Axis Value. |
Y Axis Value | Lookup(Rate Entry Calculation Axis Value) | A lookup to the Rate Entry Calculation Axis record associated with the Rate Entry Calculation Cell. The Rate Entry Calculation Y Axis Value. |
RateIQ Rate Source
This object defines the custom source fields associated with .CSV file upload rate entries.
Field Name | Type | Description |
|---|---|---|
Data Source | Picklist | The custom source for the data used in RateIQ rate calculations. The Values include: “Custom Source” and none. No default value. |
Destination City | Text(40) | The load’s destination city. |
Destination Country | Text(40) | The load’s destination country. Values include: “US,” “CA,” and “MX.” “US” is the default value. |
Destination Geolocation | Geolocation | The load’s destination geolocation. |
Destination Postal Code | Text(20) | The load’s destination postal code. |
Destination State | Picklist | The load’s destination state. This field is dependent on the Destination Country field. No default value. |
Distance | Number(18, 0) | The route distance. |
Distance Units | Picklist | The unit of measure for the route distance. Values include: “Miles” and “Kilometers.” No default value. |
Equipment Category | Picklist | The equipment type for the load. Values include, “Van,” “Flatbed,” “Reefer,” “Specialized,” and “Ocean/Intermodal.” No default value. |
Freight + Fuel | Currency(16, 2) | The combined freight and fuel monetary amount. |
Freight Charge | Currency(16, 2) | The freight charge monetary amount. |
Fuel Surcharge | Currency(16, 2) | The fuel surcharge monetary amount. |
Mode | Master-Detail(Mode) | The Master-Detail relationship to the parent Mode record the RateIQ Rate Source belongs to. |
Name | Auto Number | The unique record identifier. Example: Rate Record-{0}. |
Origin City | Text(40) | The load’s origin city. |
Origin Country | Picklist | The load’s origin country. Values include: “US,” “CA,” and “MX.” “US” is the default value. |
Origin Geolocation | Geolocation | The load’s origin geolocation. |
Origin Postal Code | Text(20) | The load’s origin postal code. |
Origin State | Picklist | The load’s origin state. This field is dependent on the Origin Country field. No default value. |
Ship Date | Date | The load’s ship date. |
Rebate Program
This object defines programs for creating rebates on customer loads.
Field Name | Type | Description |
|---|---|---|
Description | Text(255) | The description of the rebate program. |
Rebate Program Name | Text(80) | The unique record identifier. |
Rebate Recipient | Lookup(Account) | A lookup to the Account record associated with the rebate program. |
Type | Picklist | The type of rebate program. Values include: “Association” and “Customer Direct.” No default value. |
Rebate Program Entry
This object defines entries for a rebate program.
Field Name | Type | Description |
|---|---|---|
Mode | Lookup(Mode) | A lookup to the Mode record associated with the Rebate Program Entry. |
Rebate Percent | Percent(3, 2) | The percentage of the customer quote pre-tax total. |
Rebate Program | Master-Detail(Rebate Program) | The Master-Detail relationship to the parent Rebate Program record the Rebate Program Entry belongs to. |
Rebate Program Entry | Auto Number | The unique record identifier. Example: Rebate-{0}. |
Record Export Definition
This object defines an export record that is part of an export file and will contain fields.
Field Name | Type | Description |
|---|---|---|
Field Separator | Text(5) | The value used to separate fields in the export file. |
File Export Definition | Master-Detail(File Export Definition) | The Master-Detail relationship to the parent File Export Definition record the Record Export Definition belongs to. |
Name | Auto Number | The unique record identifier. Example: RED-{000}. |
Record Format | Picklist | The format of the exported record. Values include: “Fixed Length” and “Variable Length.” No default value. |
Record Length | Number(5, 0) | The length of the exported record for Fixed Length record formats. |
Record Type | Picklist | The type of exported record. Values include: “Header,” “Data,” “File Header (NACHA),” “Batch Header (NACHA),” and “Detail (NACHA),” “Batch Control (NACHA),” “File Control.” No default value. |
Sequence Number | Number(2, 0) | The record sequence in the export file. |
Recurring Freight Plan
This object defines freight plans cloned by Recurring Load Schedules.
Field Name | Type | Description |
|---|---|---|
Freight Plan | Master-Detail(Freight Plan) | The Master-Detail relationship to the parent Freight Plan record the Recurring Freight Plan belongs to. |
Last Process Date | Date | The date the record was most recently processed by the batch job. |
Last Process Status | Text(255) | The status of the most recent batch job run for this record. |
Name | Auto Number | The unique record identifier. RFP-{0}. |
Recurring Load Schedule | Master-Detail(Recurring Load Schedule) | The Master-Detail relationship to the parent Recurring Load Schedule record the Recurring Freight Plan belongs to. |
Recurring Load
This object defines loads to be cloned by Recurring Load Schedules.
Field Name | Type | Description |
|---|---|---|
Last Process Date | Date | The date the record was most recently processed by the batch job. |
Last Process Status | Text(255) | The status of the most recent batch job run for this record. |
Load | Master-Detail(Load) | The Master-Detail relationship to the parent Load record the Recurring Load belongs to. |
Name | Auto Number | The unique record identifier. Example: RL-{0}. |
Recurring Load Schedule | Master-Detail(Recurring Load Schedule) | The Master-Detail relationship to the parent Recurring Load Schedule record the Recurring Load belongs to. |
Recurring Load Schedule
This object defines schedules for the automatic creation of loads.
Field Name | Type | Description |
|---|---|---|
Active | Checkbox | If “Checked,” the recurring load schedule is active. |
Assign Carrier to Load | Checkbox | If “Checked,” set load status of cloned loads to “Assigned” and assign a Carrier and Carrier Service. |
Description | Text Area(255) | The description/purpose of the recurring load schedule. |
End Date | Date | The recurring load schedule expiration date. |
Friday Count | Number(5, 0) | The number of loads/plans to be cloned for Friday first pickup. |
Last Process Date | Date | The date the recurring load schedule was most recently processed by the batch job. |
Last Process Status | Text(255) | The status of the most recent batch job run for this recurring load schedule. |
Load Creation Day | Picklist | The day of week to create the cloned loads/plans. Values include: “Monday,” “Tuesday,” “Wednesday,” “Thursday,” “Friday,” “Saturday,” and “Sunday.” No default value. |
Load Creation Frequency | Picklist | How often the loads are cloned for a recurring load schedule. Values include: “Every Week” and “Every Two Weeks.” No default value. |
Monday Count | Number(5, 0) | The number of loads/plans to be cloned for Monday first pickup. |
Name | Text(80) | The unique record identifier. |
Next Process Date | Date | The next date the batch job run for this recurring load schedule. |
Saturday Count | Number(5, 0) | The number of loads/plans to be cloned for Saturday first pickup. |
Start Date | Date | The date when the recurring load schedule is set to active. |
Sunday Count | Number(5, 0) | The number of loads/plans to be cloned for Sunday first pickup. |
Thursday Count | Number(5, 0) | The number of loads/plans to be cloned for Thursday first pickup. |
Tuesday Count | Number(5, 0) | The number of loads/plans to be cloned for Tuesday first pickup. |
Wednesday Count | Number(5, 0) | The number of loads/plans to be cloned for Wednesday first pickup. |
RFP
This object supports management of customer and Carrier RFPs.
Field Name | Type | Description |
|---|---|---|
Alternate Contact | Lookup(Contact) | A lookup to the Contact record associated with an alternate customer/Carrier contact for RFP information. |
Award Date | Date | The date the RFP is won/awarded. |
Batch Job Running | Checkbox | An LTL Workbench support field that when “Checked” indicates that the batch job is currently running. |
Carrier Markup Group | Lookup(Carrier Markup Group) | A lookup to the Carrier Markup Group record associated with the RFP. An LTL Workbench support field. |
Carrier Service | Lookup(Carrier Service) | A lookup to the Carrier Service associated with this RFP. An LTL Workbench support field. |
Company | Lookup(Account) | A lookup to the Account record associated with the company sending/receiving the RFP. |
Description | Text Area(255) | The text details of the RFP. |
Direct/Interline | Picklist | An LTL Workbench support field describing the type of movement of the load. Values include: “Direct,” “Interline,” and “Unspecified.” No default value. |
Estimated Transit Time (Days) | Number(3, 0) | An LTL Workbench support field for the number of days expected to ship a load. |
Export File Name | Text(255) | An LTL Workbench support field that provides the ability to name the export file. If blank, the file will be named with the Customer and RFP name. |
Ignore Carrier Exclusions | Checkbox | An LTL Workbench support field that when “Checked,” allows Carrier exclusions to be ignored for the RFP. |
Issue Date | Date | The date that the RFP was issued. |
Lowest Carrier Quote Only | Checkbox | An LTL Workbench support field that when “Checked,” only allow selection of the lowest Carrier quotes. |
Margin | Percent(6, 2) | An LTL Workbench support field for the percentage of the markup for an RFP. |
Markup | Currency(16, 2) | An LTL Workbench support field for the monetary markup amount for an RFP. |
Markup Strategy | Picklist | An LTL Workbench support field defining the markup for an RFP. Values include: “Markup,” “Margin %,” and “Markup Group.” No default value. |
Primary Contact | Lookup(Contact) | A lookup to the Contact record associated with the primary customer/Carrier contact for RFP information. |
Quote Source | Picklist | An LTL Workbench support field providing the source of the Quote. Values include: “Both,” “API,” and “Stored Rates.” “Both” is the default value. |
Quote/Contract ID | Text(100) | An LTL Workbench support field containing the ID of the Quote/Contract. |
Rate Entry Status | Picklist | An LTL Workbench support field describing the current state of the RFP. Values include: “Both,” “Accepted,” and “Quoted.” “Both” is the default value. |
Response Due Date | Date/Time | The date and time the RFP response is due. |
Response Sent Date | Date/Time | The date and time the RFP response is sent or received. |
RFP Name | Text(80) | The unique record identifier. |
Status | Picklist | The current state of the RFP. Values include: “Pending,” “Received,” “Responded,” or “Closed.” “Pending” is the default value. |
Status Comments | Text Area(255) | Status comment details for the RFP. |
Type | Picklist | The type of RFP. Values include: “Customer” (inbound RFP) and “Carrier” (outbound RFP). “Customer” is the default value. |
RFP Exclusion
This object supports the LTL Workbench when excluding Carriers.
Field Name | Type | Description |
|---|---|---|
Exclusion ID | Text(18) | The record ID of the object to exclude. |
RFP | Master-Detail(RFP) | The Master-Detail relationship to the parent RFP record the RFP Exclusion belongs to. |
RFP Exclusion | Auto Number | The unique record identifier. Example: RFPExcl-{000}. |
Type | Picklist | The type of RFP Exclusion. Values include: “Carrier Exclusion.” No default value. |
RNS Notification
This child of the EManifest Shipment object contains fields for the Border Connect integration for a customs manifest. This object is used by the Border Connect integration.
Field Name | Type | Description |
|---|---|---|
Delivery Instructions | Long Text Area(10000) | The instructions or comments for a shipment from the Customs Broker. |
Driver Name | Text(100) | The Driver of the shipment. |
EManifest Shipment | Master-Detail(EManifest Shipment) | The Master-Detail relationship to the parent EManifest Shipment record the RNS Notification belongs to. |
Load Number | Formula (Text) | The Load number on the shipment. |
Port Code | Text(4) | The port of release declared by the Customs Broker. |
RNS Notification Name | Text(80) | The name of the RNS Notification. |
Service Option | Picklist | The filing type completed by the Customs Broker. Many options available. No default value. |
Status | Picklist | The notification status. Several options available. No default value. |
Transaction Number | Text(30) | The 14-digit number of the transaction. |