Carrier Transportation Profile

  • Updated on Sep 17, 2025
  • Published on Aug 11, 2025
  • 3 minute(s) read
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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.

The Review button is on the Highlights Panel in the Carrier Transportation Profile.

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.

The Carrier Services related list details the different services types and modes the carrier provides.

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.

The Carrier Transportation Profile contains the Carrier Equipment Types and Accessorial Exclusions related lists.

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.

The Insurance Policies related list contains records for different insurance policies that the carrier has.

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.

The Auto-Reject Carrier Template flow automatically invalidates carriers based on the fields regarding compliance for carriers.

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.

The carrier remittance information determines who to remit payments to and how.

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.

Enter the company logo into the rich text field in the Carrier Transportation Profile.

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.

The 14 barcode fields in the Carrier Transportation Profile determine how the barcode will render on documents and shipping labels.

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.