Recording load requirements for an order

There may be times when you want to manually record load requirements on an order-by-order basis, rather than setting up default load requirements. This is useful when a load requirement is not applicable every time a particular company or commodity is used on an order. You can record a requirement that applies to the load as a whole or to a particular stop.

Adding requirements for an order as a whole

Use this procedure to set load requirements on an order.

image1 See it in action

  1. Click the image2 tab.

    image4

  2. Click Add Load Req.

    image7

  3. Click the image2 Load Requirements button, found below the Load Requirements tab.

    image3

  4. In the Load Requirements window, click image5 Add.

    image6

  5. Make entries in the following fields.

    Note: The Load Requirements window used to add requirements to an order in Call On Demand Order Entry is the same window used to record default requirements for a company or a commodity. Not all fields are applicable when recording a requirement in Call On Demand Order Entry. Additionally, not all fields are applicable when recording a requirement for the order as a whole. Only relevant fields are described below.

    Activity

    Specify the type of stop to which the condition applies. The options are:

    • Both (pickup and drop)

    • Pickup

    • Drop

    Note: If you make an entry of Pickup or Drop in this field, the Stop field displays the appropriate stop ID.

    Equip

    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 displayed in the requirement field. the name displayed for the requirements field and the options that display in that field.

    Mandatory

    Specify whether the requirement is a must or a should condition.

    ifdef::orderentry[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)

    The name of this column is determined by the option selected in the Equip column. The possible names include:

    • Qualifications (driver)

    • Tractor Accessories

    • Trailer Accessories

    • Carrier Qual

    Requirement

    Select the applicable accessory/qualification from the drop-down list.

    Note: Accessories for carriers, drivers, tractors, and trailers are defined using the CarQual, DrvAcc, TrcAcc, and TrlAcc labels in the Edit User Definable Fields window. System Administration application. The options displayed reflect your selection in the Equipment field.

    IsValid

    Indicates that the load requirement is defined correctly. When this checkbox is selected, the system allows you to save the load requirement.

    IsDirty

    Indicates that unsaved changes have been made to the load requirement.

  6. Click image8 Close to exit the Load Requirements window.
    The load requirement is displayed on the Load Requirements tab on the Call On Demand Order Entry screen.

    image9

  7. Click image10 Save.

Adding requirements for a stop on an order

Use this procedure to create a load requirement for a stop.

  1. Click the image2 tab.

    image4

  2. Click Add Load Req.

  3. Click the image2 Load Requirements button, found below the Load Requirements tab.

    image3

  4. In the Load Requirements window, click image5 Add.

  5. To tie the load requirement to a stop, click in the Stop field.

    image11 image12

A list of stops on the order displays.

  1. From the list, click on the stop to which you want to link the requirement.

    image14 image13

The system automatically populates the Cmp ID, Stop, Activity, and Cmd Code fields with the information from the selected stop.

+ image15

  1. Complete the remaining fields as needed.

    Note: The Load Requirements window used to add requirements to an order in Call On Demand Order Entry is the same window used to record default requirements for a company or a commodity. Not all fields are applicable when recording a requirement in Call On Demand Order Entry. Additionally, not all fields are applicable when recording a requirement for a stop on an order. Only relevant fields are described below.

    Equip

    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 displayed in the requirement field. the name displayed for the requirements field and the options that display in that 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)

    The name of this column is determined by the option selected in the Equip column. The possible names include:

    • Qualifications (driver)

    • Tractor Accessories

    • Trailer Accessories

    • Carrier Qual

    Requirement

    Select the applicable accessory/qualification from the drop-down list.

    Note: Accessories for carriers, drivers, tractors, and trailers are defined using the CarQual, DrvAcc, TrcAcc, and TrlAcc labels in the Edit User Definable Fields window. System Administration application. The options displayed reflect your selection in the Equipment field.

    IsValid

    Indicates that the load requirement is defined correctly. When this checkbox is selected, the system allows you to save the load requirement.

    IsDirty

    Indicates that unsaved changes have been made to the load requirement.

  1. Click image8 Close to exit the Load Requirements window.
    The load requirement is displayed on the Load Requirements tab in the Call On Demand Order Entry screen.

    A requirement tied to a specific stop includes information about the stop.

    image16

  2. Click image10 Save.

Suspending a default load requirement on an order

If special circumstances require that a default load requirement not be enforced for a particular order, you may be able to suspend it. This depends on whether the default is flagged as editable or non-editable on the Trip Folder. for users of the Call On Demand Order Entry screen.

To prevent users from disabling a load requirement, the Overridable checkbox must be cleared for that load requirement in the company or commodity profile. The checkbox is located on the default Load Requirements window. Load Requirements tab.

image17

If a default load requirement is marked as non-editable, it will have a grayed-out appearance when you view it in the Load Requirements tab on the Trip Folder. Load Requirements window in the Call On Demand Order Entry screen.

In this example, the first load requirement is grayed out because it is not editable. The second one was entered manually. The second one was entered manually in the Call On Demand Order Entry window.

image18

If a default load requirement can be overridden for a specific order, follow these steps to do so.

  1. Click[image2 to open the Load Requirements window. the Load Requirements tab on the Trip Folder.

  2. Click in the Default field, and select the Disabled option.

    image19

  1. Click image8 to exit the Load Requirements window.]

  2. Click image10 Save.

Deleting a load requirement from an order

When an order has a load requirement that was added in error, or the requirement is not necessary, it can be deleted.

Default requirements that are no longer applicable under any circumstances must be deleted in the company or the commodity profile. You cannot delete default load requirements in the Call On Demand Order Entry window. from the Load Requirements tab.

Use this procedure to delete a load requirement from an order.

  1. Click image2 to open the Load Requirements window. the Load Requirements tab.

  2. Position the cursor in any field of the condition that you want to delete and click image20 Delete.

    The load requirement is removed immediately. No confirmation is required.

  3. Click image8 to exit the Load Requirements window.

  4. Position the cursor in any field of the condition that you want to delete and click Remove Load Req. Click Yes to confirm that you want to delete the selected load requirement.

  5. Click image10 Save.