Stop Configuration Detailed

When creating loads in the Load Configuration Lightning Web Component (LWC), the Stop Configuration Quick LWC is displayed. Click the Detail Entry button to switch to the Stop Configuration Detailed LWC.

The Expected Date for the initial Pickup Stop is set to today’s date.

All non-LTL Modes require an expected date for Pickup and Delivery Stops. LTL Modes only require an expected date for Pickup Stops.

Note: When the Stop Configuration is set to Detail Entry, the selection persists for future Load creation until the Quick Entry option is chosen again. The Stop Type also persists based on the selection of either Account Address, City/State/Postal Code, or Geolocation on the previous Load creation.

Add, Move, and Delete Stops

Note: The same Account location may be used for multiple Stop locations in a single Load.

For a two-Stop route—one Pickup and one Dropoff—the same Account location cannot be used for both. A warning message will appear.

Select the Move Stops button below any Stop to open the Move Stops modal.

Select the Move Down and Move Up buttons to reorder the Stops in the route. Select Done when finished.

Warning: Delivery stops cannot be the first Stop location in a route and Pickup stops cannot be the last Stop location in a route. Warnings appear informing to adjust the order of Stops.

Select the Delete Stop button to remove a Stop from the route.

Warning: At least one Pickup Stop and Delivery Stop must exist. A warning message appears if you try to delete the only Pickup Stop or Delivery Stop.

Stop Type

Select the Stop Type button next to a Stop to choose how to enter the Stop information. The icon in the button changes depending on the type selected.

Four search options may be selected from the picklist:

• Same as Customer

• Account Address

• City/State/Postal Code

• Geolocation

Same as Customer auto-populates the customer information entered in the Load Configuration LWC. The address fields populate the Shipping Address and do not populate if only the Billing Address fields are entered in the customer’s Account.

The Shipping/Receiving Hours and Appointment Required Stop fields, as well as the Internal Notes, are populated in the Stop Configuration Detailed LWC based on the Customer Transportation Profile.

Account Address renders search fields for Location, Street Address, City, and Postal Code. Entering values in any of the fields displays a list of matching Accounts. Select the Account, and the remaining fields will populate with the information from that Stop location.

The Shipping/Receiving Hours and Appointment Required Stop fields, as well as the Internal Notes, are populated in the Stop Configuration Detailed LWC based on the Transportation Profile related to the Account.

City/State/Postal Code displays search fields for City and Postal Code. The Country field must be selected first in order to search for values in City and Postal Code. Entering values in these fields displays a list of matching location information and populates the remaining fields with the corresponding data.

Note: This option does not relate the Stop to an Account location.

Geolocation allows you to enter a location using its latitude and longitude coordinates. Enter these two fields to enter a Stop location.

Note: This option does not relate the Stop to an Account location.

Each Stop location is displayed on the map to the right of the search fields.

Stop TMS1 Field Set

Additional fields may be added to the Stop TMS1 field set on the Stop object to render on the Stop Configuration Detailed LWC during Load configuration.

The Stop Configuration Detailed LWC contains all the fields from the Stop Configuration Quick LWC, as well as any additional fields added to the Stop TMS1 field set.

Country Filtering

For finer control over Account searching, configure two fields in the Global Settings section in TMS Admin → Configuration: Country Picklist Location and Default Country for Load Creation.

Check the Country Picklist Location box to place the Country field first in the list.

The Default Country for Load Creation picklist contains four options to control account searching when creating Loads:

• -- None --

• US

• CA

• MX

Selecting --None-- applies no country filtering when searching Customer Accounts. Selecting a value auto-populates the Country field with that value.

Choose a country from the picklist to limit the account search results to the selected country. For example, selecting US will only return Customer Accounts with a United States billing address.

Hours and Appointments

By default, the following fields are included on the Stop Configuration Detailed LWC:

• Shipping/Receiving Hours

• Appointment Time

• Appointments Required

The Same as Customer and Account Address Stop Types populate the Shipping/Receiving Hours and Appointment Required field based on the Customer Transportation Profile related to the Account for the Stop location.

Add an Appointment Time for a Stop location by entering the time in a 24-hour format (for example, 15:30) or as a time period (for example, 15:30-18:00). The colon is optional in both formats.

Warning: If the appointment time does not use the correct format, the Load Configuration LWC displays an error message and does not save.

Edit these fields as necessary for each Stop.

Stop Accessorials

Add additional Stop accessorials for each Stop by selecting the Show Accessorials button. Check the appropriate checkbox next to the accessorial to add it for the Stop. This list of accessorials under a Stop depends on whether the Stop is a Pickup or Dropoff—the Accessorial Type field (Pickup or Delivery) determines where the accessorial is listed under in the Stop Configuration Detailed LWC.

Select the Hide Accessorials button to hide the checkboxes.

Note: Checking accessorials and then selecting the Hide Accessorials button does not remove the accessorial from the Stop but hides the list.

Limited Access Accessorials

If there are accessorials with the Limited Access boxes checked, the Limited Access Accessorials checkbox is available in the list in the Stop Configuration Detailed LWC. Check the Limited Access Accessorials box to display the picklist with available options.