Recording load requirements for a company

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.

image1 See it in action

Use this procedure to record a default load requirement for a company.

  1. Access the company’s profile.

    1. Go to Tools > Company Scroll.

    2. Retrieve a list of companies.

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

  2. Select the Load Requirements tab.

    image2

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

    image3

  4. Define the requirement.

    Company

    The system automatically displays the company ID.

    Note: This field is display only.

    Bill To

    When the checkbox 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 checkbox.

    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.

    Note: By default, the condition is set to must when a new load requirement is added. You can change the default to should by setting [.NetOperations]DefaultLRMandatory=N in your TTS50.

    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

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

  5. Click image5 Save.

Viewing a company’s default requirements

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

    1. Go to Tools > Company Scroll.

    2. Retrieve a list of companies.

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

  2. Select the Load Requirements tab.

  3. 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.

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  4. 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.

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

Deleting a default requirement from a company profile

If a load requirement was entered in error, or is no longer applicable, you can remove it from the company’s profile.

  1. Access the company’s profile.

    1. Go to Tools > Company Scroll.

    2. Retrieve a list of companies.

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

  2. Select the Load Requirements tab.

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

  4. Click Yes to complete the deletion.

  5. Click image5 Save before closing the company profile.

Preventing users from overriding company 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 company 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 change.