Load Confirmation Reversal

Load Confirmation Reversal reverses any load confirmation steps that have been performed. Even if final load confirmation has not yet occurred, confirmation might have been performed for some or all of the individual pickup stops for the load.

"Stop Confirmation Reversal" can be used to reverse the confirmation for confirmed pickup stop.

Establish eligibility to perform operation

The Load Confirmation Reversal operation will not be allowed if any of the following requirements cannot be satisfied:

Load Financial Status: The Financial Status for the load must be Ineligible or Voucher Pending. If A/P Voucher Reversal is required but cannot be performed, the load is no longer eligible for Load Confirmation Reversal.
Load Operational Status: The Operational Status for the load must not be Completed. Use "Delivery/POD Reversal" to reverse the Operational Status for a load to an earlier status.
Shipment Financial Status: Financial Status for the shipment corresponding to each of the legs on the load must be either Ineligible or Eligible. If A/R Voucher Reversal is required but cannot be performed for all shipments associated with a load, the load is no longer eligible for Load Confirmation Reversal.
Trip Itinerary Sequence: If the load is attached to a trip, load must be the last load on the trip to have started or moved through the load confirmation process. Loads on trips will be confirmed in ascending sequential order. To insure that this relationship is never violated, Load Confirmation Reversal must be performed in descending sequential order. Therefore, if another load attached to the same trip is in Confirming Operational Status, or higher, it will not be possible to perform Load Confirmation Reversal if the other load has a higher Trip Sequence Number.

Note: When RelaxPriorStopStatusChecks in Global Settings - List of Application Configuration Settings (Employee)is set to "T", the operation can be performed on any load irrespective of the Trip Itinerary Sequence.

Trigger updates

The following updates will be performed, as required, when Load Confirmation Reversal is triggered for a load. This will reverse confirmation for the load and all associated pick-up stops.

Load

The following columns in the load table will be impacted:

Operational Status: The Operational Status of the load will revert to Tender Accepted. A row in the A/P operational transition table will be recorded to provide a permanent audit trail. The Carrier ID associated with the load prior to reversal will be recorded in the A/P operational transition table. The status for the tender request will revert to Tender Accepted.
Planning Status: The Planning Status for the load will be updated from Locked to the previous planning status.
Financial Status: The Financial Status of the load will revert back to Ineligible.
Continuous Moves Eligibility: If necessary, the Continuous Moves Eligibility flag in the load table will be reset based on the value defined for the carrier currently assigned to the load.
Shipped Date / Time: The Shipped Date / Time for the load will be cleared.
MBOL: The MBOL number that was assigned to the load during confirmation will be cleared. If BOL numbers have been assigned to individual shipment legs, these will also be cleared. The corresponding rows will also be cleared from the Reference Numbers table.

Event Notification

If enabled, the Event Notification message LoadConfirmationReversal will be generated.

Archived Reference Numbers

If Bill of Lading Numbers have been assigned for any of the attached shipment legs and the Archive Deleted flag is enabled for the corresponding reference number qualifier, a row will be created in the archived reference numbers table to capture each BOL before it is cleared.

Stop

The following columns in the stop table will be impacted:

Confirmed Flag: A Boolean flag in the stop table designates whether confirmation has been performed for each pick-up stop. This flag will be set to False for all stops on the load.
Confirmed Date/Time: A date/time in the stop table records when confirmation was performed for each pick-up stop. This will be cleared for all stops as part of the full confirmation reversal process.

Trip

If the load is attached to a trip, the following columns in the trip table might be impacted:

Operational Status: The Operational Status of the Trip will be returned to Open. This is only necessary if the reversal is performed for the final load on the trip; otherwise, the trip will already be in Open status. If the status does need to be modified, a row will be created in the A/P operational transition table to provide a permanent audit trail.
Financial Status: The Financial Status of the trip will return to Ineligible, if not already in that status.
Continuous Moves Eligibility: If necessary, the Continuous Moves Eligibility flag for the trip will be reset based on the value defined for the carrier currently assigned to the trip.
Trip Initiation Date / Time: If confirmation is being reversed for the first load in the trip's itinerary (load with the lowest Trip Sequence Number), the Trip Initiation Date/Time for the trip will be cleared. This date/time duplicates the Shipped Date/Time for the first load in the trip's itinerary.

Shipment

The following columns in the shipment table will be impacted:

Financial Status: The Financial Status of each of the shipments corresponding to each of the shipment legs attached to the load will be set back to Ineligible. If other legs for the shipment have not yet gone through the confirmation process, the shipments will already be in the required status.
Number of Times Confirmed Counter: The counter in the shipment table which records the number of legs for the shipment that have moved through the confirmation process will be reduced by one for each shipment attached to the load.
Operational Status: If the Number of Times Confirmed counter in the shipment table is reduced to zero the shipment's Operational Status will be reversed back to Processed.

Shipment Leg

The following column in the shipment leg table will be impacted:

Operational Status: The Operational Status for each shipment leg attached to the load will be reversed back to Processed. If activated, a row will be created in the A/P operational transition table to provide a permanent audit trail.

Proactive Monitoring Alerts

The Load Confirmation Reversal monitoring situation will be generated, if enabled. This will be used to reinstate alerts for Pick-up Overdue and cancel alerts for Late Pick-Up violation for each pick-up stop on the load. The Monitoring Situation can also be used to trigger user-enabled Notification Alerts.