Overview
“Master Book” Scheduling
Loads and Freight Plans can be scheduled to repeat on weekly or bi-weekly basis using the Master Book Scheduling feature. View Recurring Load Schedules by clicking on the TMS Admin → Recurring Load Schedules link. From the Recurring Load Schedule tab, click the New button to open the New Recurring Load Schedule modal.
A Recurring Load Schedule contains the following key fields:
Name – Name of the schedule.
Description – Description of the schedule.
Load Creation Frequency – How often to clone loads/freight plans.
Load Creation Day – Day of the week to create loads for next week pickup.
Start Date – Date the schedule becomes active.
End Date – Date the schedule becomes inactive.
Assign Carrier to Load – If true, schedule-created loads’ status are set to Assigned if:
An approved Carrier quote is present.
The Carrier Service and Carrier fields are populated.
Active – Flag that allows a schedule to be temporarily suspended.
Monday-Sunday Count – Number of copies of load(s)/freight plan(s) to create for a given pickup day.
Last Process Date – The last date the schedule was batch processed.
Last Process Status – The execution status of the last batch process run.
Next Process Date – The next date the schedule should be processed.
The following related lists define a schedule:
Recurring Loads – The loads to be cloned according to the schedule.
Recurring Freight Plans – The freight plans to be cloned according to the schedule.
Scheduled Loads – The cloned loads based on schedule execution.
Scheduled Freight Plans – The cloned freight plans based on schedule execution.
If helpful, think of Recurring Loads and Recurring Freight Plans as “cookie cutters” and Scheduled Loads and Scheduled Freight Plans as “cookies” made from them.
Transfer ownership of Recurring Load Schedules to another user with the Change Owner button.
The RecurringLoadSchedule job should be scheduled to run each morning. This job creates the cloned/scheduled loads and freight plans.
Navigate to or create a Recurring Load Schedule by clicking on the Schedule button from the Load Detail page.
Bulk tender loads by clicking on the Tender button from the Load list view. Note that loads need a Carrier Quote to be tendered.
If recurring loads/plans have stored rate customer and/or Carrier quotes, the fuel surcharge is recalculated based on the relevant fuel indexes each time the schedule produces new loads (and quotes).
The Master Book Scheduling feature supports Loads that contain the same location for multiple Stops in a single Load.