Load Detail

The Load Detail Lightning Web Component (LWC) contains the Stop, Line Item, and Accessorial information for a Load. It provides the ability to modify these Load components and manage other Load tasks. The location of the LWC in the default Load Lightning Record Page (LRP) is in the Shipment tab.

Field Sets

Account, Commodity, Contact, Line Item, Load, and Stop field sets may be configured to add fields to the component. See the Field Set Summary for more information.

Load Financial Field Recalculations

The Load Expected Ship Date field controls when several financial fields are recalculated to account for the currency exchange rate for the new Expected Ship Date. The following Load fields are recalculated when the Expected Ship Date is updated.

Caution: The Load Expected Ship Date must have a value to recalculate financial fields. If the Expected Ship Date is blank, the financial fields listed above do not recalculate.

The Load Detail LWC contains four buttons in the header that provide additional functionality for the Load route.

The Schedule button creates a Recurring Load Schedule record. Refer to the Master Book Scheduling documentation for more information.

The Freight Plan button opens the Freight Plan Console and adds the Load as a Customer Load to a new Freight Plan. Refer to the Getting Started with Freight Plans documentation for more details.

The Refresh Route button updates any Stop information and refreshes the Load Map when changes are made to the Stops.

The Expand All or Collapse All buttons show or hide additional information for all Stops.

You can also click the arrow for each section in a Stop to view more information:

• Details: Stop Information

• Items: Line Item Information

• Accessorials: Accessorial Information

Driver Messaging

Messages can be sent to the Driver from the Load Detail LWC. The Send Driver Message button is available in the LWC header when the following criteria are met:

• The Catena or Samsara integration is enabled.

• The Load has the Fleet field checked.

• A Driver must be assigned to the Load in the Assigned Carrier Information section of the Load Details tab.

Enter the text to send to the driver into the Send Driver Message modal. Select Send.

All messages are added to and stored on the Driver’s chatter feed.

Warning: The Driver must have an ELD device or application in order for the message to be sent.

Stop Information

Each Stop location for a Load appears in the Load Detail LWC. Location details are provided, including:

1. The Stop Account location name and sequence number.

2. Pickup or Delivery Expected Date and Time, and any appointment information.

3. A pill indicating the Stop type (Pickup or Delivery).

4. The Stop location address.

5. The Stop location’s Contact and phone number.

6. A map with a point to the Stop’s location.

7. Additional Stop information, including instructions.

Note: Long and Rich Text Area type fields such as the Stop Instructions field support Carriage Return functionality. Use the Enter key to add a line break.

Click the pencil icon to the right of any field to adjust the Stop information. Fields such as Location and Shipping/Receiving Contact search existing records.

Note: A single Load may contain multiple Stops with the same Account location.

Add Stops with the Add Pickup and Add Delivery buttons. The new Stop is added in between the existing Stops where the buttons are located.

Search and enter the Stop information, then click Cancel to discard or Save to add the new Stop to the Load’s route.

Caution

• Delivery stops cannot be the first Stop location in a route.

• Pickup stops cannot be the last Stop location in a route.

• Routes must have another Stop location between the Pickup and Delivery locations that use the same Stop location—for example, round-trip routes.

Note: When adding Stop locations, the location and filtering functionality of the Country picklist is customizable. The State Country Picklists Enabled and Country Picklist Location fields found in the Global Settings section in TMS Admin → Configuration control this functionality.

Multiple Pickup/Delivery Stops

For Loads with multiple Pickup or Delivery Stops in the route, additional buttons are available: Move Stops and Delete Stops .

Select the Move Stops button to open the Move Stops modal.

The Line Item TMS13 field set displays fields of all Line Items associated with a Stop. Add fields to this field set to display this information in the Move Stops modal. The fields will only display if they contain values, except for boolean fields, which will display either true or false depending on whether it is checked.

Caution: Line Item lookup fields, such as Pickup Stop, Delivery Stop, Load, and HazMat Contact, along with custom lookup fields should not be added to this field set since it will display the SFID instead of the name.

Rearrange the Stops as desired. Select Save.

Select the Delete Stops button to remove a Stop from a route. The Delete Stops modal opens.

Note: There must be at least one Pickup and one Delivery Stop. If there is only one Pickup or only one Delivery Stop in the route, that Stop cannot be deleted.

Each Stop has two options regarding line items:

• Delete stop and associated line items

• Delete stop and move associated line items

The second option to move associated line items populates a picklist to select the other Pickup or Delivery Stops to move the Line Items to.

Select Save to remove Stops and manage the Line Items associated with those Stops.

Appointment Request

The Send Appointment Request button is available for each Stop in the Load Detail LWC.

This feature lets you send, receive, and manage Appointment Requests within the TMS, including auto-generated emails, external responses, and real-time status updates. Use this action to request appointment times for Stops in a Load.

Complete the Appointment Request setup to enable this functionality.

Note: Enter a time or time range (24-hour format) in the Appointment Time field before selecting the Send Appointment Request button to propose an appointment time to the email recipient to confirm or decline. A blank value requires the email recipient to propose a new time from the email loop for the user to confirm in the Load Detail LWC. See the Appointment Requests Information section for examples.

Send Email

Selecting the Send Appointment Request button opens the Send Email LWC with the Appointment Request email template. The “To” recipients are automatically populated with Contacts that have the Appointments value chosen in the Transportation Role field and the Contact is associated with the Stop Location’s Account.

All Load Emails that have the Document Option Actions field include the Appointment Request value will automatically enter the Contact, User, or email address into the designated recipient type (“To,” “Cc,” or “Bcc”).

Warning: Be sure that there is at least one Contact, User, or email address as a recipient in the “To” address field before sending the email.

The Appointment Request Expiration field in the modal is determined by the value of the Default Appointment Request Expiration field in the following cascading order:

(1) Customer Transportation Profile > (2) Global Transportation Profile > (3) 24 hours from today

Time Zone Note

The time zone used in the Appointment Request Expiration field is determined by the value of the Timezone field in the Stop record (if the Location field is blank) or the Timezone field in the Account record used for the Location field. If the Timezone field is blank, the timezone of the User requesting the appointment is used.

The appointment request expiration in the body of the packaged email template is dynamically updated based on the Appointment Request Expiration field. The date format is YYYY-MM-DD, the time format uses the 24-hour clock, and the time zone is set based on your browser or computer system’s time zone—not the User’s time zone.

If the Appointment Request Expiration field is blank, then the request doesn’t expire.

Select Send to email the Appointment Request to the recipients. Once the Appointment Request email is sent, the Appointment Status field for that Stop in the Load updates its value to Requested.

Appointment Requests Information

A new Appointment Request section is added to the Stop after sending at least one Appointment Request email.

All Appointment Requests information is displayed here, with the number of proposed requests and their status.

If an Appointment Request email was sent without a value in the Appointment Time field, the email recipients would need to propose a new appointment time and submit it with the Appointment Request Response LWC.

Note: Email recipients can send multiple Appointment Request proposals.

Once the Contact proposes a new time, the initial Appointment Request becomes Declined, and a new Proposed Appointment Request is created. You can either confirm a proposed appointment time or send a new appointment request with the Send Appointment Request button.

If you select Confirm from a proposed appointment time, the Status of the Appointment Request updates to Confirmed and the Expected Date, Expected Day and Appointment Time Stop fields are updated to reflect the accepted proposed appointment time.

Note: If there are multiple proposals to select from, confirming a proposed time will set the Status field for all other proposals to Declined.

If the Confirmation Method is set to Email Me, the Contact is emailed a notice confirming the proposed appointment time.

If an Appointment Request email was sent with a value in the Appointment Time field, the email recipients can either confirm, decline, or propose a new appointment time.

If the Contact confirms the Appointment Request, the Status is updated to Confirmed.

If the Contact declines the Appointment Request, the Status is updated to Declined.

Caution: If the Appointment Request expires by surpassing the date and time specified in the Appointment Request Expiration field, the request is removed from the list, and a new Appointment Request must be manually sent.

Line Item Information

The Line Item section provides details for every Line Item that is picked up or delivered at the selected Stop. The Line Item HU Count, Handling Unit, Length, Width, Height, Item Description, and Weight information is provided in the Cargo Summary when available.

The Item Number and Stops are hyperlinked to the corresponding Line Item and Stop records.

Edit Line Items by clicking the Edit button.

Remove Line Items with the Delete Line Item button.

Add Line Items with the Add Line Item button.

When adding or editing a Line Item, these buttons become unavailable. Select Cancel to remove any changes to the Line Item, select Save to save the changes, or select Save & New to save the current Line Item’s changes and add a new Line Item.

Note: Adding Line Items is identical to the Line Item Detail LWC with Detail Entry enabled when creating new Loads.

Note: If there a multiple Pickup Stops and Delivery Stops in the route, then the Pickup Stop and Delivery Stop fields are editable and you can select the Stop. For single-pickup and single-dropoff routes, the Pickup Stop and Delivery Stop are read-only.

Accessorial Information

Add or remove accessorial charges from each Stop location by checking the box next to the accessorial.

Configure accessorial charges as necessary. Check accessorials to add them and uncheck to remove them from the Delivery or Pickup Stop accessorial charges.

Checked accessorial charges display in the Accessorials header for that Stop. All checked accessorials are added to the Load Accessorials related list with information about which Stop it applies to.

Caution: When adding Stops, accessorial charges must be manually added to the Stop locations, unless the Transportation Profile of the Stop Location has Default Accessorials which are added automatically.

The exception is Stop Off accessorial charges based on the number of Stops defined by matching Rate Entry. Adding or removing Stops updates the Stop Off accessorial charge automatically and updates the quotes appropriately.

Note: The Limited Access Accessorial charges picklist only appears when the accessorial is configured with the Pre-Quote field checked.