Overview
Customer Banner
The Customer Banner Lightning Web Component (LWC) is located on the Summary tab of the Load page and contains Customer information.
The fields displayed on the Customer Banner LWC can also be customized with field sets. From the Object Manager, add and/or remove fields from the Load TMS17 and Customer Quote TMS3 field sets. Custom field sets may be created that are mode-specific and will override the default fields in the field set (e.g., TMS17 LTL).
The Customer Quote Status field determines the Load Sales Status field. The status appears as a pill on the Customer Banner. The following table shows the relationship between the fields.
Customer Quote Status | Load Sales Status |
|---|---|
Pending | Pending |
Quoted | Pending |
Cancelled | Lost |
Expired | Lost |
Rejected | Lost |
Accepted | Won |
Users must have Read access to all fields in the Customer Banner.
See the Revenova Banner LWC for additional field set/banner information.
Load Tracking
When the customer quote is accepted, a pill indicates the status on the banner. Another pill will display when tracking updates are sent via EDI. Load tracking updates are sent to the customer via EDI 214 or API with MacroPoint. The load tracking antenna icon opens the Load Tracking Administration modal. Enable tracking with the On button. Manually send EDI 214 updates with the Send EDI 214 Update Now button.
Permissions and Field Visibility
The Customer Banner respects User object and field visibility settings. Users may add fields to field sets. However, only fields the User has Read access to are displayed in the Banner.