Scroll Carriers

The Find Carriers scroll window, shown here, is accessed by selecting Tools > Scroll Carrier, or by pressing CTRL+I. The window includes these tabs: Quick Find, Location, Additional, Qualifications, and Accessories.

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Quick Find tab

Use this tab to set restrictions based on carrier ID, name, phone number, and status.

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Restriction Field Description

ID

Carrier ID.

Name

Carrier name.

Phone

Carrier’s area code and primary phone number.

Include Retired Carriers?

Select the check box to include retired carriers in the results list.

Restrictions entered in the Quick Find tab will be compared against data entered in carrier profiles in File Maintenance.

Location tab

Use this tab to set restrictions based on carrier location.

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Restriction Field Description

Contact

Name of the primary contact at the carrier’s organization.

Address 1

First line of the carrier’s street address.

City, State, Zip

There are two fields to the right of this field name. The first is for the company’s city, state/province, and county. The second is for the carrier’s zip/postal code.

Note: The county designation appears when a state has more than one city with the same name.

Restrictions entered in the Location tab will be compared against data entered in carrier profiles in File Maintenance.

Additional tab

Use this tab to set restrictions based on carrier ID codes or alternate phone numbers.

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Restriction Field Description

SCAC Code

Carrier’s Standard Carrier Alpha Code.

Alt ID

Alternative code used to identify the carrier.

MC Number

Carrier’s Federal Motor Carrier Safety Administration number.

Alt Phone 1

Carrier’s primary phone number.

Alt Phone 2

Additional phone number for the carrier; for example, fax number.

Executing Terminal

You can restrict the list of carriers by the executing terminal (carrier representative) recorded in carrier profiles.

Specifying an executing terminal allows you to find carriers that are assigned to a specific cost center. When necessary, this will enable you to use only carriers that are assigned to that cost center.

Notes:

  1. For details on setting up executing terminals or carrier representatives, see Setting up the system to use booking and executing entities in the Status Based Loads Grid documentation.

  2. For details on associating carriers with branches, see "Associating cost centers with companies and resources" in the File Maintenance online help.

CarType1 - 4

User-defined carrier classifications.

Note: The field names and options are set up in the CarType1 - 4 labels in System Administration.

Restrictions entered in the Additional tab will be compared against data entered in carrier profiles in File Maintenance.

Qualifications tab

Use this tab to set restrictions based on carrier and/or driver qualifications.

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Restriction Field Description

Carrier

Choose carrier qualifications from the drop-down list.

Note: Carrier qualifications are set up in the CarQual label in System Administration.

Quantity

Two fields exist for recording quantity:

In the first field, select Equals, At Least, At Most, More Than, or Less Than.

In the second field, enter a quantity.

Driver

Choose driver qualifications from the drop-down list.

Note: Driver qualifications are set up in the DrvAcc label in System Administration.

Quantity

Two fields exist for recording quantity:

In the first field, select Equals, At Least, At Most, More Than, or Less Than.

In the second field, enter a quantity.

Restrictions entered in the Qualificatons tab will be compared against data entered in carrier profiles in File Maintenance.

Accessories tab

Use this tab to set restrictions based on carriers' tractor and trailer accessories.

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Restriction Field Description

Tractor

Choose tractor accessories from the drop-down list.

Note: Tractor accessories are set up in the TrcAcc label in System Administration.

Quantity

Two fields exist for recording quantity:

In the first field, select Equals, At Least, At Most, More Than, or Less Than.

In the second field, enter a quantity.

Trailer

Choose trailer accessories from the drop-down list.

Note: Trailer accessories are set up in the TrlAcc label in System Administration.

Quantity

Two fields exist for recording quantity:

In the first field, select Equals, At Least, At Most, More Than, or Less Than.

In the second field, enter a quantity.

Restrictions entered in the Accessories tab will be compared against data entered in carrier profiles in File Maintenance.

Profile Carrier window

When you highlight a carrier record in the Carriers scroll window and click Profile, the Profile Carrier window is displayed. Additional information is displayed on these tabs: Main, Expirations, Notes, and Contacts.

Note: Data in the Profile Carrier window cannot be modified here.

The tabs and their functions are described here:

Main

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The Main tab is display only. It provides you with much of the data entered in the carrier’s profile in File Maintenance.

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Expirations

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The Expirations tab allows you to look up active expiration records for the carrier.

To view a list of existing records, enter the start and end dates in the range fields in the lower center of the window. Then click Retrieve.

Note: The To date automatically defaults to the current date; the From date defaults to 30 days prior to the current date.

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Notes

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The Notes tab displays any notes on the carrier.

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Contacts

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The Contacts tab displays the name and address, phone, and e-mail information for each carrier contact.

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