Recording default load requirements > Recording load requirements for a company
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Recording load requirements for a company
 
Viewing a company's default requirements
Deleting a default requirement from a company profile
In a company’s profile, you can create default load requirements for the following conditions:
• A pickup is scheduled at the company.
• A drop is scheduled at the company.
• A specific commodity is picked up at the company.
• A specific commodity is dropped at the company.
Use this procedure to record a default load requirement for a company.
1. Access the company's profile.
2. Select the Load Requirements tab.
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3. To add a requirement, click Add in the of the window.
The fields used to define the requirement are shown.
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1.
4. Define the requirement.
Column definitions
Company
The system automatically displays the company ID.
Note: This field is display only.
Bill To
When the check box is cleared (the default), the requirement applies when the company is used in any capacity on an order. To apply the requirement only when the company is used as the Bill To on an order, select the check box.
Commodity
If the condition applies to a specific commodity, start typing the commodity ID and select it from the drop-down list.
Activity
Specify the type of stop to which the condition applies. The options are:
• Both (pickup and drop)
• Pickup
• Drop
Equipment
The resource type to which the condition applies. The options are:
• Driver
• Tractor
• Trailer
• Carrier
Note: The resource type determines the options displayed in the Requirements field.
Mandatory
Specify whether the requirement is a must or a should condition.
 
Not
Specify whether the requirement is met by the presence of the criteria or the absence of it. The options are:
• Have/be
• Not have/not be
Requirement
Select the applicable accessory/qualification from the drop-down list.
Notes:
1. Accessories are defined using the CarQual, DrvAcc, TrcAcc, and TrlAcc labels in the System Administration application. The options displayed reflect your selection in the Equipment field.
2. For tractors and trailers, the list does not distinguish between inventory and non-inventory items.
Qty
Applicable only for trailers with an inventory quantity recorded on the Inventory tab in its profile. If needed, specify the accessory quantity required for the trip. When a trailer is assigned to the trip, the system will check the quantity recorded in the trailer's profile. If the quantity is less than the amount recorded for the load requirement, the system will display a warning. For a must requirement it also will prevent dispatch of the trailer.
Overridable
 
Expiration Date
If applicable, enter the date the load requirement is to expire. After the expiration date, it will no longer be attached to an order.
5. Click Save.