The Carrier Transportation Profile is used to store and analyze carrier information and forms the home page for the TMS Carrier Management function.
Review Button
The Review button allows you to access the latest FMCSA data and risk categorizations for this Carrier Transportation Profile when enabled by the SaferWatch, RMIS, Highway, or MyCarrierPackets API.
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Related Lists
The Carrier Transportation Profile contains related lists for Carrier Services and Accessorial Exclusions.
Select the New button on the related list to create a new record of that type. Each button on the related list opens a corresponding modal to make that new record.
Carrier Service records define the different types of service, modes of transportation, and contacts for quoting and tendering that the carrier provides.
See the Carrier Service Setup article for information about creating carrier services for a carrier or vendor.
Carrier Equipment Type records help track which equipment types are available with this carrier and how many are available. These records are auto-generated when a carrier is tendered to a Load with an Equipment Type. See the Carrier Management article for more information.
Accessorial Exclusions prevent quotes from returning for carriers that do not support specific accessorial charges and cannot support the load requirements.
The Lane Preferences related list includes the Lane Preference for the Transportation Profile. See the Lane Preferences article for more information about creating new records.
Insurance Policies
The Carrier Transportation Profile also has the Insurance Policies related list.
When a Carrier Quote is generated for a Load, all active insurance policies that are Cargo types are listed in the Insurance Lightning Web Component (LWC) on the Freight Quote Assistant. Find more information about cargo insurance in the Falvey Insurance article.
TMS Auto-Reject Carrier Flow Template
The TMS Auto-Reject Carrier Template flow evaluates the risk fields, the RMIS Certified field, the Temporary Approval Expiration date, and the Blocked Carrier checkbox and appropriately updates the Carrier Review Status. This flow automatically invalidates carriers when they are out of compliance.
Warning: Confirm that the TMS Auto-Reject Carrier flow or an equivalent method is active to invalidate unacceptable carriers. Go to the Carrier Transportation Profile Setup article to see the instructions for creating and activating the flow.
Note: The Other Risk field on the Carrier Transportation Profile does not factor into the packaged TMS Auto-Reject Carrier Template flow. Incorporate these fields as desired by creating a new Flow with the TMS Auto-Reject Carrier Template.
Carrier Remittance
The Carrier Transportation Profile contains information regarding carrier remittance and impacts the Load and Vendor Invoices.
Remit To Fields
The Remit To Option field provides information on whether the remitting payment of an invoice is to the carrier or a factoring company. The values are either Direct or Factor.
The Carrier Remit To field is an Account lookup that references either a factoring company or the carrier if they receive payments. The value in this field is populated to the Load record when it is tendered to a Carrier and when Vendor Invoices are generated.
The Carrier Remit To As Of field automatically enters the date and time when the Carrier Remit To field changes.
Carrier Remit To Admin LWC
The Carrier Remit To Admin LWC tracks the value of the Carrier Remit To for Loads and Vendor Invoices with a different Carrier Remit To. If the Carrier Remit To changes in the Carrier Transportation Profile, this LWC allows mass updates to the Carrier Remit To fields in Loads and Vendor Invoices.
For more information about this LWC, see the Carrier Remit To Admin article.
Field: Company Logo
You can add an image to the Rich Text Editor in the Company Logo field. See the Salesforce Rich Text Editor documentation for more information.
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The company logo in the Transportation Profile is used in the Customer Shipment Tracking LWC.
Barcode Fields
The barcode fields in the Carrier Transportation Profile determine how the barcode renders in documents and shipping labels.
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The Tec-IT integration enters values into these fields. See the Tec-IT Barcode Generation article on how to use the integration for creating and regenerating barcodes.
Fleet Management
Trip Management
Control the Trip Notifications that generate Trip Events for a Trip Plan with the following fields. Trip Notifications are sent from Trimble and generate Trip Events based on the selection below.
Choose the desired alert types to generate Trip Events in the Fleet Management Console.
Trimble Trip Management Alerts
PTA
PTA Alerts (Planned Time of Arrival) are based on the Stop location Appointment Time Grace Period (Before) and (After) fields set on the customer Transportation Profile.
Stop Status
Weather
Out of Corridor
Out of Route
Traffic Incidents
Approaching
Dwell Exceeded
Unplanned Stops
Trip Event Notifications may be turned on or off at the individual Trip Plan Segment level. See Trip Plan Segment information to change notification settings for individual Trip Plan Segments.
Enter a number of minutes in the Alert Suspension Minutes field to pause a Notification Type after it is received. Any Trip Notifications received from Trimble within this time period do not generate a Trip Event. Use this field to limit the number of Trip Events that are generated for the listed Alert Types in the Fleet Management Console.
Alert Suspension Minutes
PTA
Weather
Out of Route
Out of Corridor
Traffic
The following Alert Types cannot be suspended.
Stop Status
Approaching Stop
Dwell Exceeded
Unplanned Stop