Overview
Load Entry References
Dynamic load entry references can be created for customer and shipper/consignee Transportation Profiles. They are populated by Customer Portal users in the Quote Wizard. Load Entry References can be created on the Load Entry References related list under customer and shipper/consignee Transportation Profiles.
For each reference:
The Type field dictates when the reference is applicable and will appear in the Portal:
“Customer” if the account is the customer on the load.
“Pickup” if the account is the location on a pickup stop.
“Delivery” if the account the location on a delivery stop.
The Label field represents the type of reference (values can be added to this picklist).
The Required field determines if the reference needs to be filled out before a user can tender a load.
Users in the Portal can populate values for the references, add additional references, and/or delete references as needed. Required references cannot be deleted and require a value before tendering a load.
When a user tenders a load, any references with values are converted into Load References with the appropriate load/stop populated. The values map over as follows:
Load Entry Reference Type field => Load Reference Type field.
Load Entry Reference Label field => Load Reference Label field.
User input value => Load Reference Value field.