Load Workflow Controls

• Auto Accept Tender: Provides a default setting for Auto Accept Tender when creating a new Tariff Service.
• Auto Release Load: This field is currently inactive.
• Default Date/Time for Load Confirmation: Controls the default value assigned to the Actual Shipping Date/Time during Load Confirmation. Possible values are:
  • Scheduled Time
  • System Time (that is, current system date/time at the moment of confirmation)
• Auto Confirm Load After Final Stop: If the check box is selected, when load confirmation is performed for the load's final pick-up stop, the load confirmation event for the load itself will be triggered automatically. If the check box is not selected, load confirmation for the load must be performed separately, after confirmation has been reported for the load's final pick-up stop.

Load confirmation must be completed before the load is eligible for any financial processing.

• Allow Merging of Consolidation Classes: Controls the behavior of the Shipment Consolidation Class in Transportation Manager. This value must be synchronized with the IgnoreLoadConsolidation Optimization Parameter.
  • When not selected, all shipments attached to a load must reference the same Shipment Consolidation Class (SCC):
    • Transportation Planner and the route, rate and schedule process for loads, trips and bookings will ensure that all shipments attached to a load reference a single SCC. For loads and trips, shipments where SCC is blank cannot be combined with shipments that do refer to an SCC. For bookings, loads that where shipments refer to a common SCC can be combined with loads where the shipments do not refer to any SCC. This validation will be conditioned by the IgnoreLoadConsolidation Optimization Parameter.
    • Shipment Consolidation Class for a shipment cannot be edited once any leg for the shipment is attached to a load.
  • When selected, shipments with different Shipment Consolidation Classes can be combined onto the same load:
    • Transportation Planner will strive to keep all shipments with the same origin, destination and Shipment Consolidation Class together, assuming other constraints are honored. An Optimization Strategy is available that can be used to reduce overall cost by combining loads with different Shipment Consolidation Classes. There will be no attempt to keep shipments without a Shipment Consolidation Class together (with other shipments without a Shipment Consolidation Class).
    • The route, rate and schedule process allows loads to contain legs for shipments with different Shipment Consolidation Classes.
    • Transportation Manager allows the Shipment Consolidation Class for a shipment to be modified until the point where all shipment legs of the shipment is not assigned to a load (that is, the shipment leg is not in the Processed status). It is at this point in the shipment life cycle that most shipment attributes are frozen.
• Set to Confirming Required: When this check box is active, loads must be explicitly moved to Confirming status before they will be eligible for confirmation. When this check box is not active, loads in Tender Accepted status will be eligible for confirmation; in this case, the Confirming status is used only as a temporary status while confirmation is being performed.

When selected, the Set to Confirming button on the List of Loads in the Load Confirmation module is enabled.

• Maintain Load Gross Margin: When selected, Transportation Manager maintains the Desired Gross Margin and Anticipated Gross Margin columns in the load table. This flag also enables filtering based on the relationship between the two gross margin values on various load selection pages in Transportation Manager. When activated, this functionality will utilize additional system resources. Note that the Load Gross Margin page can be accessed even when this check box is not active.
• Desired Gross Margin: Used as a default value when creating customer profiles.
• Order Grouping Source: The following values are available:
  • Commodity: Enables sequencing based on the shipment’s commodity.
  • Location: Enables sequencing based on the destination shipping location for the shipment.
• Loads Eligible for Trip/Booking Continuation: Controls the eligibility for trip or booking continuation for loads that do not have a hard-committed carrier, based on the load’s operational status. It supports the following values:
  • All Allowed Statuses
  • Loads in Open Status Only
  • No Loads Eligible
• Trips/Bookings Eligible for Continuation: Default setting that controls whether trips and bookings where the carrier is soft committed or not committed are eligible to have additional loads appended by the Optimizer. If this check box is active and an optimization request is initiated with the Include Eligible Trips or Include Eligible Bookings check boxes selected, trips and/or bookings selected for optimization will be eligible for continuation if the Continuation Allowed flag for the entity has not been overridden.
• Allow Trip Override to Load Hard Commit: When enabled, trip-level override Carrier, Service, Tractor Equipment Type and Tractor Domicile fields will override Hard Commits originating on associated Loads (if any). Not overridable if Hard Commits originate from any associated Shipment Leg.
• Allow Trip Load Tender From Load Lists: Controls if loads currently attached to a trip can be tendered from Web and Smartbench load lists. When unset, any attempt to tender a load attached to a trip from a load list will be met with an error message.

Note: When this option is unset, additional workflow user actions may be required. For instance, the original trip tender may need to be canceled so all trip-loads are in the Planned operational status, followed by the Trip Tender operation.

• Enforce Status Eligibility for Trip Continuation: Default setting that limits manual Trip building to Loads having specific operational statuses. When enabled, this flag determines Load eligibility based on the value selected for Load Eligible for Trip/Booking Continuation in cases of Trips resulting in no carrier assignment. Trips resulting in a carrier assignment defer to Load eligibility flags on the assigned Carrier profile.
• When Loads Eligible for Trip/Booking Continuation is ‘No Loads Eligible’, then no load operational statuses are eligible.
• When Loads Eligible for Trip/Booking Continuation is ‘Loads in Open Status Only’, then the Open load operational status is eligible.
• When Loads Eligible for Trip/Booking Continuation is ‘All Allowed Statuses’, then the Open, Planned and Tender Rejected load operational statuses are eligible.

• Default Planning Status: Used as a default value when creating new loads. Planning Status will be used to limit load eligibility for re-planning. Possible values are:
  • Externally Locked
  • Fixed Stops
  • Free
  • Locked
  • Packed
  • Picked
• Pallet Rounding Rules: Defines a list of pallet rounding rules. Pallet Rounding Rules are used by the Transport Order Consolidation job type when creating a Shipment from a Transport Order Consolidation Group with an estimated pallet count.

  Format: minPallet,roundingFactor,minPallet2,roundingFactor2;...

  Each rule specifies the minimum estimated pallet count to which it applies and a rounding factor. If the fractional portion of the estimated pallet amount is above the rounding factor, the pallet amount will be rounded up, otherwise it will be rounded down.

  For example: "0,.0,3,.1,5,.2".

  • Defines that pallet counts between [0,3) should always be rounded up, pallet counts between [3,5) should be rounded down if the decimal portion is less than .1 and should be rounded up if the decimal portion is greater than .1, and pallet counts above 5 should be rounded down if the decimal portion is less than .2 and should be rounded up if the decimal portion is greater than .2.
  • All values are numbers. Each number is separated by a comma
  • The odd indexed numbers are the pallet counts (0, 3, 5 in the example). These must be increasing in magnitude.
  • The even indexed numbers are the rounding factors (.0, .1, .2 in the example). These must be in the range [0,1)