Recording load requirements for a commodity

In a commodity’s profile, you can create default load requirements for the following conditions:

  • Any time the commodity is recorded on any order.

  • When the commodity is associated with a particular shipper and/or consignee company.

  • If the commodity is classified as hazardous.

    Note: You can have the system automatically add driver qualification load requirements to a commodity’s profile when the commodity is identified as hazardous. For more information, see "Automatically attaching load requirements based on driver qualifications" in the File Maintenance online help.

To record a default load requirement for a commodity, follow these steps:

  1. Select Tools > Profiles > Commodity Scroll.

  2. Retrieve a list of commodities.

  3. For the commodity for which you want to add default requirements, double-click on its row, or select its row and click Profile.

  4. To add a requirement, click Add in the lower right of the tab.
    The fields used to define the requirement are shown.

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  1. Define the requirement.

    Company

    If the load requirement is to be applied when the commodity is associated with a particular shipper or consignee, enter the company’s ID.

    Commodity

    The system automatically displays the commodity ID.

    Note: This field is display only.

    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 selected in this field determines the options that will be 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 for which an inventory quantity was recorded on the Inventory tab in its profile. If needed, specify the accessory quantity required when the commodity is recorded on a trip. When the trailer is assigned to a 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

    The checkbox is selected by default. Clear it to prevent users from overriding default load requirements. For more information, see Preventing users from overriding commodity load requirements.

    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.

  2. Click image5 Save.

Viewing a commodity’s default requirements

If load requirements have already been recorded for a commodity, they will be shown on the Load Requirements tab when you access the commodity’s profile.

By default, all load requirements appear. If you want, you can filter the displayed requirements to only those that are open (active) or closed (expired).

  1. Select Tools > Profiles > Commodity Scroll.

  2. Retrieve a list of commodities.

  3. For the commodity for which you want to view default requirements, double-click on its row, or select its row and click Profile.

  4. Select the Load Requirements tab.

  5. At the bottom of the tab, do one of the following:

    • Select the All radio button.
      All requirements are displayed.

    • Select the Open radio button.
      Only requirements having an expiration date in the future are displayed.

    • Select the Closed radio button.
      Only requirements having an expiration date in the past are displayed.

      image6

  6. If you want, you can limit the list to requirements of the selected type that have an expiration date within a specific date range. Use the date fields to enter the range.

    • In the first date field, enter the beginning date.

    • Enter the ending date in the second field.

  7. To clear the filtering fields and start over, click image7 Reset Filter.

Deleting a default requirement from a commodity profile

If a load requirement was entered in error, or is no longer applicable, you can remove it from the commodity’s profile.

  1. Select Tools > Profiles > Commodity Scroll.

  2. Retrieve a list of commodities.

  3. For the commodity for which you want to delete default requirements, double-click on its row, or select its row and click Profile.

  4. Select the Load Requirements tab.

  5. Select the row of the requirement you want to delete, and click Remove.
    The Delete Rows message appears.

  6. Click Yes to complete the deletion.

  7. Click image5 Save before closing the commodity profile.

Preventing users from overriding commodity load requirements

The Overridable checkbox on the Load Requirements tab is selected by default. This allows users to disable the load requirement on an order-by-order basis. To ensure that a load requirement is always applied, you can prevent users from overriding it.

  1. Open the commodity profile for which you want to protect a load requirement.

  2. Select the Load Requirements tab.

  3. In the row of the load requirement you want to protect, clear the Overridable checkbox.

  4. Save your changes.