Covering an order

The system provides multiple features for working with brokered loads. They allow you to track the progress of brokered loads, from assignment through completion.

You use the Brokerage board to:

  • View available orders

  • Retrieve and evaluate carriers for possible assignment

  • Assign carriers to orders

This illustration shows the Brokerage board. Each pane provides features that you will use to cover and track loads.

image1

To access the Brokerage board, go to Operations > Company Planner > Brokerage.

To display the orders currently in the system, click image2 Refresh at the top of the window.

Available pane

The Available pane displays all loads ready for carrier assignment. When covering an order, you select the order in this list.

Clicking the Cover button for an order displays the carriers that can cover the load in the Assets pane.

image3

If you have used the Lane Maintenance feature to set up carrier lanes, each order’s origin and destination represent a carrier lane. For example, in the orders shown here, order #1967 belongs to the Georgia to Ohio lane.

Covered pane

The Covered pane displays all loads assigned to carriers. These loads have a status of Planned because the first stop has not been actualized.

image4

Active pane

The Active pane displays all covered loads that are in progress. These loads have a status of Started because at least the load’s first stop has been actualized.

You can use the Add Check Call button to enter check calls for trips.

image5

Assets pane

The Assets pane lists carriers that can perform the lane for the selected order. The pane includes two tabs: the Company Carriers tab and the External Equipment tab.

image6

On the Company Carriers tab, you can:

  • View carriers in your TMW database that can cover available loads

  • Filter carriers by service rating, location, distance from the origin/destination, equipment type, load requirements, and liability/cargo limits

  • Review on-time statistics for available carriers

  • View the payment history for a specific carrier and lane

  • Enter a carrier’s required line haul, fuel, and accessorial payment for selected loads

  • Review and update trip revenue and carrier pay details for selected loads

  • Award the available load to a company carrier

image7

On the External Equipment tab, you:

  • View tractor position and availability provided from online load boards such as TransCore’s DAT Load Boards, the TMW DAT Interactive interface, and TMW CarrierHub

  • Filter the available carriers by location, load type, and date

  • Add an outside carrier to the list

  • Award the available load to an outside carrier

  • View information about outside carriers

Carrier Load Information pane

The header of the Carrier Load Information pane summarizes the trip’s revenue and cost information. It also shows the difference between the target costs and actual costs as a dollar amount and percentage of the total.

image8

On the Stops tab, you:

  • View detailed information about trip segments

  • Add and remove stops

  • Add and remove freight

  • Add extra equipment required to move the load

On the Profit and Loss tab, you:

  • View, add, delete, and compute billing charges for a load

  • View, add, delete, and compute pay details for a load

On the Check Calls tab, you:

  • Display check calls made for a trip segment

  • Add and remove check calls for a trip segment

On the Notes tab, you:

  • Display notes recorded for a trip segment

  • Add and remove notes for a trip segment

Viewing available loads

In the Brokerage board, you use the Available pane to display loads that are available for carrier assignment.

Go to Operations > Company Planner > Brokerage. By default, the loads are listed in alphabetical order by the origin city/state name.

image9

To sort the list by the information in a different column, click its name.

Field definitions

The fields are listed alphabetically.

Field Definition

billto_cmp_
primaryphone

Bill To’s area code and primary phone number

billto_state

State where the Bill To is located

cmd_code

Commodity code for the freight on the order

Cover

Double-click this button to display carriers that can cover the trip in the Assets pane

dest_cmp_
primaryphone

Consignee’s area code and primary phone number

dest_earliest

Default earliest date/time allowed for the final drop

dest_latest

Default latest date/time allowed for the final drop

Destination

Destination city/state

Note: If you have set up carrier lanes in the Lane Maintenance feature, each order’s origin and destination represent a carrier lane.

lgh_booked_revtype1

Trip segment’s RevType1-4 classification code

lgh_number

Trip segment number for the order

lgh_status

Current status for the trip segment

Because all the trips in the Available pane are unassigned and ready for dispatch, the status is Available.

mov_lockedby

ID of the user who locked the move

mov_lockedon

Date/time the move was locked

mov_number

Move number associated with the trip

Ord#

Order number

ord_accessorial_chrg

Total accessorial charges for the order

ord_billto

Company ID for the Bill To company

ord_bookdate

Date/time the trip was booked

ord_booked_revtype1

Order’s RevType1 classification code

ord_bookedby

User ID of the person who entered the order into the system

ord_carrier

ID of the carrier assigned to the trip

ord_charge

Line haul charge for the order

ord_chassis

For intermodal orders, the ID of the primary chassis that holds the container during transport

ord_chassis2

For intermodal orders, the ID of the secondary chassis that holds the container during transport

ord_completiondate

Date/time the carrier should leave the final stop

ord_consignee

Company ID for the final drop location

ord_description

Commodity description

ord_dest_zip

ZIP Code/postal code for the final drop location

ord_destcity

ID code for the destination city/state

ord_destregion1 - ord_destregion4

Region associated with the trip’s drop stops

ord_deststate

State/province for the trip’s final stop

ord_driver1

ID of the primary driver assigned to the trip

ord_driver2

ID of the secondary driver assigned to the trip

ord_entryport

If the order is being picked up at a port, the name of the shipping port, airport, or rail ramp

ord_exitport

If the order is departing from a port, the name of the shipping port, airport, or rail ramp

ord_hdrnumber

Order number

ord_invoicestatus - ord_invoicestatus_
name

Current invoice status for the order

ord_odmetermiles

Total odometer miles for the trip

ord_order_source

System in which the order was created; for example, Order Entry (OE)

ord_origin_
earliestdate

Default earliest date/time allowed for the initial pickup

ord_origin_zip

ZIP Code/postal code for the initial pickup location

ord_originregion1 - ord_originregion4

Regions associated with the trip’s pickup stops

ord_originstate

State/province for the trip’s first stop

ord_priority

Dispatch priority assigned to the order

ord_refnum

ID number associated with the reference number type

ord_reftype

Reference number type

ord_remark

Additional remarks about the order

ord_revtype1 - ord_revtype4

Order’s RevType1-4 classification codes

ord_revtype1_name - ord_revtype4_name

Order’s RevType1-4 classification names

ord_route

ID of the route used for the trip

Note: Routes are created in the TMW Operations Route Scheduling feature.

ord_route_effc_date

Effective date/time for the route

ord_route_exp_date

Date/time the route expires

ord_schedulebatch

Unique batch ID number assigned to the order

ord_shipper

Company ID for the initial pickup location

ord_status

Current order status

Because all the trips in the Available pane are unassigned and ready for dispatch, the order status is Available.

ord_totalcharge

Total charge for the order

ord_totalmiles

Total miles for the trip

ord_tractor

ID of the tractor assigned to the trip

ord_trailer

ID of the trailer assigned to the trip

ord_trailer2

ID of the PUP trailer assigned to the trip

Origin

Origin city/state

origin_cmp_
primaryphone

Shipper’s area code and primary phone number

origin_earliest

Default earliest date/time allowed for the initial pickup

origin_latest

Default latest date/time allowed for the initial pickup

origin_latitude

Latitude recorded in the profile of the company where the first stop occurs. If no latitude is recorded in the company’s profile, the field value is 0.000000.

origin_longitude

Longitude recorded in the profile of the company where the first stop occurs. If no longitude is recorded in the company’s profile, the field value is 0.000000.

Pickup

Date/time the carrier should arrive at the first stop

schedule_batch

Batch ID number

When the system processes a schedule and creates orders, it assigns a unique Batch ID number to the orders.

Locate the load you want to cover and click its Cover button. The Assets pane displays carriers that service that lane.

Reviewing available carriers

In the Available pane, when you click Cover for an order, the Assets pane displays the carriers that can move that load.

  • The Company Carriers tab displays carriers in your TMW database

  • The External Equipment tab displays the tractor position and availability information provided from online load boards.

image10

In the header section of both tabs, the Origin and Destination fields default to the origin and destination city/state for the selected order. To narrow or widen the search, change the number of miles in the Radius (mi) field.

Matching carriers to trips based on location

First available in: TMW Operations 2019.3

One way to find carriers to cover loads is to find those closest to a trip’s location. You can enter city, states, and provinces in selected State, Origin, and Destination fields.

If you want, you can use the interactive map to broaden your origin/destination search to include multiple states/provinces. It provides access to maps of the continental United States, Canada, and Mexico. Using the map, you can click on states/provinces to set origin and/or destination restrictions as filtering criteria.

The interactive map feature is also available in the following locations:

  • Planning Worksheet

    • In the Trips Board definition window
      Use the State field in the Shipper and Consignee sections to access the map.

    • In the Inbound/Power Board Definition window
      Use the State field in the Final Stop Information and Consignee sections to access the map.

    • In the External Equipment grid’s External Equipment and Company Carriers tabs
      Use the Origin and Destination fields to access the map.

  • Company Planner

    • In the Brokerage board’s External Equipment and Company Carrier tabs
      Use the Origin and Destination fields to access the map.

    • In the Covering board’s External Equipment and Company Carrier tabs
      Use the Origin and Destination fields to access the map.

    • In the Covering board’s Edit Restrict window
      Use the State field in the Shipper and Consignee sections to access the map.

To use this interactive mapping feature, you must:

  • Be licensed for the Enhanced Brokerage module.

  • Have [TmwSuiteAddins]EnablePWStateChooser=Y in your TTS50.

  1. If needed, open the Planning Worksheet.

  2. Select the External Equipment or Company Carriers tab.

  3. Click the button in the Origin or Destination field.

    image11

    The Choose States window opens.

  4. Click on each state that you want to use as a filter.
    Each state that you select is highlighted and the state abbreviation appears in the box at the bottom of the window.

    image12

    • To select all fifty states, click Select All.

    • To clear all currently selected states, click Deselect All.

    • To display a map of Canada, click the image13a Canadian flag icon.

    • To display a map of Mexico, click the image13b Mexican flag icon.

    • To select all states except the currently selected states, click Invert.

    • To enter the states manually:

      1. Enter each two-letter state abbreviation in the Set These field. Separate them with a comma.

      2. Click Set These to highlight the states in the map.

  5. Click OK.
    The abbreviation for each state appears in the field:

    image15

    To change your selections:

    1. Click the Choose States button again. Select or clear the appropriate states in the Choose States window.

    2. Click OK.
      You can also adjust the origins and/or destinations manually. You can do this by changing the text in the Origin and/or Destination fields.

Working with company carriers

The Company Carriers tab displays the carriers from your TMW database that can cover the load you selected in the Available pane. Fields in the header section allow you to filter the available carriers by service rating, location, distance from the origin/location, and equipment type.

image16

Filtering fields

Use the filtering fields to define which carriers you want to see.

image17

The fields are listed alphabetically.

Field Definition

Carrier ID
Carrier MC#
Carrier Name

Recording carrier ID information involves the use of two unnamed fields.

  • In the first field, select a type of carrier identifier (carrier ID, MC number, carrier name).

  • In the second field, enter the carrier ID, MC number, or name.

Contact like

You can limit the list to carriers who have a contact with a name beginning with the letters you enter in the Contact like field.

Note: The system looks only at the default contact name, i.e., the name shown in the carrier profile’s Contacts tab. If you record multiple contacts for the carrier in the Contacts tab, the system looks only at the default contact.

Destination

Enter the destination city/state.

Note: The available carriers grid provides historical trip information for your company carriers. To display the most meaningful results, use the Origin and Destination field filters to define a lane.

Equipment Type

Select a resource type. To search for all types, use ALL.

Filter View

Limit the carriers retrieved by applying pre-defined sets of restrictions that are based on carrier accessories, qualifications, and other information from carrier profiles

Origin

Enter the origin city/state.

Note: The available carriers grid provides historical trip information for your company carriers. To display the most meaningful results, use the Origin and Destination field filters to define a lane.

Pay History

Click to open the Payment History for Carrier window. Use the information in this window to evaluate a company carrier based on pay history.

The window also provides the carrier’s contact information.

Radius (mi)

Limit the list to equipment located within a specified distance from the origin/destination. Change the radius to widen or narrow the search area.

Segment

Read-only field. Displays the trip segment ID for the order selected in the Available pane.

Service Rating

Service rating your company assigned to the carrier. This value is retrieved from the Carrier Service Rating field of the carrier’s profile.

Command buttons

The command buttons allow you to set and apply filtering restrictions.

  • image18 Refresh
    Apply the current filtering restrictions.

  • image19 Restrict
    Access the Ad Hoc Carrier Filter window, where you can set restrictions for company carriers.

  • image20 Reset
    Clear all current filtering restrictions.

  • image21 Pay History
    View the payment history and contact information for the selected carrier.

Available carriers

When you retrieve company carriers for a user-defined lane, the grid displays lane performance data for all carriers that have pay history for the last 90 days. This information appears in the Total % On Time and Lane % On Time fields. The Service Rating field displays each carrier’s overall rating for the lane.

image22

If a carrier with no pay history for that period is assigned to a lane matching the Origin and Destination fields, the grid also displays that carrier.

The fields are listed alphabetically.

Field Definition

Add/Edit Offer

Double-click to display the Add/Edit Offer window. Enter the carrier’s payment details in this window.

Address1

First line of the carrier’s street address

Address2

Second line of the carrier’s street address

Award

Double-click to complete carrier assignment in the Advanced Carrier Selection window. After you save and close the window, the carrier is assigned to the trip and a load confirmation sent to the carrier. The trip is moved to the Covered pane.

Carrier

ID assigned to the carrier

Carrier/Driver Qualifications

Carrier or driver requirements required to move the load

CarType1 - 4

Carrier classifications recorded in the CarType1 - CarType4 fields in the carrier’s profile

Note: The options are user-defined in the CarType1 - 4 labels in the System Administration application.

City, State

City and state for the carrier’s street address

Contact

Name of the primary telephone contact for the carrier

Destination Domicile

Indicates whether the carrier has a facility located in the city specified in the Destination field on the Company Carriers tab header

The system matches the trip’s destination to the city recorded in the City, State field in the carrier’s profile.

If no entry is made in the Destination field, this field has a value of N.

Distance To Destination

Carrier’s distance in miles to the final drop

Distance To Origin

Carrier’s distance in miles to the initial pickup

Email

Carrier’s e-mail address

Load confirmations will be sent to this e-mail address.

History Loads

Total number of trips completed by the carrier

History On Time

Total number of trips the carrier has completed on time

Lane % On Time

Percentage of trips the carrier completed on time for the specified lane. The percentage is calculated as:

Lane On Time / Lane Loads

Lane Avg Acc

Average accessorial amount (excluding the fuel surcharge amount) that the carrier received for trips completed in the specified lane

Lane Avg Fuel

Average fuel surcharge amount the carrier received for trips completed in the specified lane

Lane Avg Linehaul

Average line haul amount the carrier received for trips completed in the specified lane

Lane Last Billed

Dollar amount for the last lane billed to the customer

Lane Loads

Total number of trips for the selected completed by the carrier

Lane Max Billed

Maximum dollar amount billed to the customer for the lane

Lane Max Margin $

Maximum profit dollar amount for the lane

Lane Max Margin %

Maximum profit percentage for the lane

Lane Max Paid

Maximum dollar amount paid to the carrier for the lane

Lane Min Billed

Minimum dollar amount billed to the customer for the lane

Lane Min Margin $

Minimum profit dollar amount for the lane

Lane Min Margin %

Minimum profit percentage for the lane

Lane Min Paid

Minimum dollar amount paid to the carrier for the lane

Lane On Time

Number of trips the carrier completed on time for the specified lane.

Note: If no lane is specified, the value in this field should match the value in the History On Time field.

Lane Paid

Dollar amount for the last lane paid to the carrier

Last Margin $

Profit dollar amount for the most recently completed trip

Last Margin %

Profit percentage for the most recently completed trip

Last Used

Date/time the carrier was last used for the lane

Load Requirements

Indicates whether asset or resource requirements are required to move the load

Name

Carrier’s complete name

Offer

Indicates whether the carrier made an offer for the load

Offers are recorded in the Add/Edit Offer window. You access the window by clicking Add/Edit Offer for a carrier in the Company Carriers tab.

Offer Contact

Name of the contact person at the carrier company

Offer Fuel

Amount recorded in the Fuel field of the Add/Edit Offer window

Offer Linehaul

Amount recorded in the Linehaul field of the Add/Edit Offer window

Offer Margin

Dollar amount of the profit margin, from the Margin field of the Add/Edit Offer window

Offer Margin Percent

Percentage of the profit margin, from the Margin field of the Add/Edit Offer window

Offer Other

Amount recorded in the Accessorial field of the Add/Edit Offer window

Offer Total

Amount recorded in the Total field of the Add/Edit Offer window. Calculated as:

Offer Linehaul + Offer Fuel + Offer Other

Offer User

ID of the person who completed the offer in the Add/Edit Offer window

Origin Domicile

A value of Y indicates that the carrier has a facility located in the city specified by the Origin field on the Company Carriers header section. The system matches the trip’s origin to the city recorded in the City, State field in the carrier’s profile.

If no entry is made in the Origin field in the header section, this field has a value of N.

P1

Indicates whether the carrier has any Priority 1 expirations. Critical expirations are assigned a priority of 1. If a Priority 1 expiration is not marked as Done, trips cannot be assigned to the carrier on or after the expiration’s effective date. The Priority 1 indicator displays in one of these colors:

  • Red
    A Priority 1 expiration is in effect at the carrier.

  • Yellow
    A Priority 1 expiration for the carrier will go into effect shortly. The indicator appears when an expiration will go into effect within a set number of days from today’s date. Your company records the number of days in the [Misc]ExpDate setting in your TTS50.

  • Green
    No Priority 1 expirations are in effect for the carrier.

To review expirations recorded for a carrier, double-click the P1 or P2 indicator. The Driver/Asset Expirations window opens.

P2

Indicates whether the carrier has any Priority 2 expirations. Because these expirations are not considered critical, their completion is not required. If a Priority 2 expiration is not marked as Done by its effective date, a warning displays when you assign the carrier to a trip occurring on or after that date. Trips can be still be assigned to the carrier. The Priority 2 indicator displays in one of these colors:

  • Red
    A Priority 2 expiration is in effect for the carrier.

  • Yellow
    A Priority 2 expiration for the carrier will go into effect shortly. The indicator appears when an expiration is to become effective within a set number of days from today’s date. Your company records the number of days in the [Misc]ExpDate setting in your TTS50.

  • Green
    No Priority 2 expirations are in effect for the carrier.

To review expirations recorded for a carrier, double-click the P1 or P2 indicator. The Driver/Asset Expirations window opens.

Payment History

Indicates whether payment history exists for this carrier and lane

Phone1

Area code and primary phone number for the carrier

Phone2

Area code and secondary phone number for the carrier

Phone3

Area code and phone number recorded in the Fax field of the carrier’s profile

Preferred Lane

Indicates whether the lane represented by the selected trip is a preferred lane for the carrier

Scac

Carrier’s Standard Carrier Alpha Code

Service Rating

Service rating to the carrier by your company. This value is retrieved from the Carrier Service Rating field of the carrier’s profile.

Total % On Time

Percentage of trips completed on time by the carrier

Tractor Qualifications

Tractor requirements required to move the load

Trailer Qualifications

Trailer requirements required to move the load

Filtering the list of carriers

If an order has equipment, driver, or carrier load requirements, you can filter the list so that only carriers that can meet the load requirements are displayed. Using the Ad Hoc Carrier Filter window, you can apply a temporary set of restrictions that limit the list to carriers that meet specified load requirements and/or contain specific information in their profiles.

Applying filters for carrier accessories and qualifications

You can use the Ad Hoc Carrier Filter window to limit the carrier list to those that meet load requirements and/or match other profile information.

  1. On the Company Carriers tab, click image19 Restrict.
    The Ad Hoc Carrier Filter window opens.

    image23

    Note: These restrictions apply only to carriers in your database; they do not apply to external equipment.

  2. In the appropriate section at the top of the Ad Hoc Carrier Filter window, click Insert.

    For example, if the load requires a specific type of trailer equipment, click Insert in the Carrier’s Tractor Accessories section. A blank row appears in the section.

    image24

    1. In the first field, select the type of accessory or qualification required for the load.

    2. In the second field, select the expression that best qualifies the quantity needed for the order.

    3. In the third field, enter the quantity of the accessory or qualification required for the order.

  3. Repeat Step 2 for each load requirement.

  4. Click image25 Save to apply the filters to the Company Carriers tab.

Applying filters for carrier profile information

The fields at the bottom of the Ad Hoc Carrier Filter window allow you to set up filters for information from the carrier profile.

  1. On the Company Carriers tab, click image19 Restrict.
    The Ad Hoc Carrier Filter window opens. Carrier profile filters appear at the bottom of the window.

    image26

  2. You can filter on the following carrier profile fields:

    The fields are listed alphabetically.

    Field Definition

    Cargo Limits

    Carrier’s cargo liability coverage, recorded in the Cargo Limits field in the Insurance section of its profile*

    The default value is $.00. Only carriers with a value equal to or greater than your entry appear in the grid.

    CarType1 - 4

    Carrier classifications defined in the CarType1 - 4 labels and recorded in the CarType1 - 4 fields in the carrier’s profile

    Selecting options in these fields limits the list of carriers to those with matching values in the CarType1-CarType4 fields in their profiles.

    Certificate of Insurance

    Identifies whether the carrier has a certificate of insurance

    When selected, only carriers with the Certificate of Insurance checkbox selected in the Insurance section of their profile are shown.

    Contract on File

    Identifies whether the carrier has a contract with your company

    When selected, only carriers with the Contract on File checkbox selected in the Insurance section of their profile are shown.

    Liability Limits

    Carrier’s total liability coverage, as recorded in the Liability Limits field in the Insurance section of its profile

    The default value in this field is $.00. Only carriers with a value equal to or greater than your entry will display in the grid.

    W9

    Identifies whether the carrier has filed a W9 form with your company

    When selected, only carriers with the W9 checkbox selected in the Insurance section of their profile are shown.

  3. Click image25 Save to apply the filters to the Company Carriers tab.

Working with external carriers

In the Assets pane, the External Equipment tab displays the tractor position and availability information provided electronically from online load boards such as TransCore’s DAT Load Boards, the TMW DAT Interactive interface, and TMW CarrierHub.

image27

Filtering fields

Use the filtering fields to define which carriers you want to see.

image28

The fields are listed alphabetically.

Field Definition

Available From/to

External equipment’s availability; limits the list to carriers with an Available field date between the dates in these two fields

Destination

Limit the list to equipment that will end its current trip in a particular city/state or state

Equipment Type(s)

Equipment types defined by the external source, e.g., TransCore’s DAT Load Boards, the TMW DAT Interactive interface, and TMW CarrierHub

Hours Old

Maximum age (in hours) of the posting

The default value is 4. Limits the list to carriers with an Age field value less than or equal to the number of hours in this field.

Leg

Read-only field. Displays the trip segment ID for the order selected in the Available pane.

Length (ft)

Equipment length recorded when the equipment was posted

Load Type

Load type recorded when the equipment was posted

  • Both
    Returns carriers on both full and partial loads

  • Full
    Returns only carriers on full loads

  • Partial
    Returns only carriers on partial loads

Origin

Limit the list to equipment located in a particular city/state or state.

Radius (Mi)

Limit the list to equipment located within a specified distance from the origin/destination. Change the radius to widen or narrow the search area.

Wgt (lbs)

Maximum load weight the equipment can handle, as recorded when the equipment was posted

Command buttons

The command buttons allow you to set and apply filtering restrictions.

  • image18 Refresh
    Apply the current filtering restrictions.

  • image20 Reset
    Clear all current filtering restrictions.

  • image29 Add
    Access the Add External Equipment window, where you can manually enter an external equipment record.

  • image30 Save
    View the payment history and contact information for the selected carrier.

Available carriers

When you retrieve external carriers, the grid displays information about the external equipment retrieved from your online load board.

image31

The fields are listed alphabetically.

Field Definition

Age

Time between the current system time and the time listed in the Posted field

For carriers on active trips, the field displays the number of minutes since the trip was started, as recorded in your TMW database.

Available

Date and time the equipment will be available

For carriers on active trips, the field shows the date and time recorded as the arrival at the last stop for the trip.

Award

Click to complete carrier assignment in the Advanced Carrier Selection window.

After you save and close the window, the carrier is assigned to the trip and a load confirmation sent to the carrier. The trip is moved to the Covered pane.

Carrier

Temporary ID based on the carrier name supplied by your online load board. The system adds a prefix of **- before the first word in the carrier name, and then adds a suffix of -**. For example, if the carrier’s name starts with John, the ID would be **-John-**.

For carriers on active trips, shows the carrier ID as recorded in your TMW database.

Carrier Name

Posting entity’s name supplied by your online load board

For carriers on active trips, displays the carrier name as recorded in your TMW database.

CarType1 - CarType4

Not applicable, these fields are blank

For carriers on active trips, shows the values recorded in the CarType1-4 fields in the carrier’s profile.

Contact

Posting entity’s contact name supplied by your online load board

For carriers on active trips, displays the primary contact name for the carrier, as recorded in your TMW database.

Contact Phone

Posting entity’s contact phone number supplied by your online load board

For carriers on active trips, displays the primary phone number for the carrier, as recorded in your TMW database.

Dest City/State

Destination city and state for the equipment’s current trip

It represents the area the driver needs to reach on the backhaul trip.

Note: The destination can also be specified as a zone. Zones are defined by the online load board.

Dest Radius

Limit the list to equipment located within a specified distance from the destination city/state. Change the radius to widen or narrow the search area.

For carriers on active trips, the field value will always be zero.

Destination

Destination city for the equipment’s current trip

Not applicable for carriers on active trips - the field value will always be UNKNOWN.

DH-D

Number of miles between the equipment’s Destination City field value and the city specified in the filter section’s Destination field

This field should always have a value of zero unless you have specified a radius for the destination.

Not applicable for carriers on active trips - the field will always be blank.

DH-O

Number of miles between the equipment’s Origin City field value and the city specified in the filter section’s Origin field

This field should always have a value of zero unless you have specified a radius for the origin.

For carriers on active trips, the number of miles between the carrier’s Origin City field value and the city specified in the filter section’s Origin field.

Driver Name

Name of the driver associated with the resource supplied by your online load board

Not applicable for carriers on active trips - the field will always be blank.

Driver Phone

Phone number for the driver listed in the Driver Name field, supplied by your online load board

Not applicable for carriers on active trips - the field will always be blank.

Eq Length

Length of the available trailer supplied by your online load board

Not applicable for carriers on active trips - the field value will always be blank.

Eq Type

Equipment type, as defined by your online load board

Not applicable for carriers on active trips - the field will always be blank.

Expires

Date and time the equipment posting is set to expire

Not applicable for carriers on active trips - the field will always show 00/00/00 00:00.

ID

Shows the temporary ID for records you add; otherwise, it is blank

Not applicable for carriers on active trips

The field will always show 0 (zero).

LD Type

Equipment’s current load type; the options are Full and Partial

Not applicable for carriers on active trips - the field will always be blank.

Load Wgt

Maximum load weight for the equipment supplied by your online load board

For carriers on active trips, the field will be blank.

MC #

Carrier’s MC number

Offer

Click to display the Add/Edit Offer window.

Enter the carrier’s payment details in this window.

Origin

Origin city for the equipment’s current trip

The origin can also be specified as a zone. Zones are defined by the online load board.

Origin City/State

Origin city and state for the equipment’s current trip

Origin Radius

Limit the list to equipment located within a specified distance from the origin city/state. Change the radius to widen or narrow the search area.

For active carriers, the field value will always be zero.

Posted

Date and time when information was last updated for the external equipment

For carriers on active trips, the field shows the date and time the trip was started, as recorded in your TMW database.

Remarks

Comments provided by the equipment source

For active carriers, free-form text a user can add while using the External Equipment tab.

Source

Name of the source of the posting, that is, your online load board provider

Notes:

  1. For carriers assigned on active trips, the field value is Continuous Move.

  2. For carriers added manually, the field value is TMW.

State

Origin state for the equipment’s current trip

For active carriers on a trip, the value in this field is the city location of the carrier’s current trip.

State

Destination state for the equipment’s current trip

Not applicable for carriers on active trips - the field value will always be UNKNOWN.

Truck Count

Equipment’s truck count supplied by your online load board

Not applicable for carriers on active trips - the field will always be zero.

Truck ID

Tractor ID associated with the resource’s tractor supplied by your online load board

Not applicable for carriers on active trips - the field will always be blank.

Evaluating carriers based on location

The first way to find a resource for a load is to match its location to the trip’s origin or destination. To help you identify a carrier for a load in the Company Carriers tab, you can filter resources based on their origin and/or destination locations. You are answering the question: Who has a truck where my trip starts, or close enough to be cost effective?

To filter resources based on their origin and destination locations, follow these steps.

  1. In the Assets pane, select the Company Carriers tab.

  2. To use a trip’s origin and/or destination, locate the trip in the Available pane and double-click the Cover button on that row.

    Both the trip’s origin and destination are transferred to the Assets pane’s filtering fields.

    image32

  3. Make entries in as many of the origin/destination filtering fields as necessary.

  4. Click image2 Refresh in the Assets pane.

Adding external equipment manually

There may be times when you know of a tractor that would be a good match with a trip you have available, but the equipment belongs to a carrier that is not one of your company carriers.

To add a carrier to the External Equipment tab’s asset list, follow these steps.

  1. In the Assets pane, select the External Equipment tab.

  2. Click image29 Add.
    The Add External Equipment window opens.

    image33

  3. Enter information about the equipment you want to add.

    Note: At a minimum, you will want to record a name and an origin location for the tractor you added.

    Field definitions
    Field Definition

    Carrier

    The field defaults to UNKNOWN.

    An external carrier will not have a carrier ID, so you can leave the default value.

    However, there may be times you need to add a carrier that has a profile in your database to an external record for planning. In that case, you can select the carrier’s ID.

    Available From

    Date and time the equipment is first available for assignment

    Note: By default, the field shows the current date/time.

    Available To

    Date and time the equipment is no longer available for assignment

    Note: By default, the field shows the current date/time.

    Equipment Type

    Select the type of vehicle/equipment that you are posting.

    Origin

    City/state where the equipment is available

    Destination

    City/state where you want to move the equipment

    Load Type

    Load type recorded when the equipment was posted:

    • Both
      Returns carriers on both full and partial loads

    • Full
      Returns only carriers on full loads

    • Partial
      Returns only carriers on partial loads

    Length

    Equipment length

    Weight

    Equipment weight

    Truck Count

    Number of items required for the vehicle/equipment type that you are posting

    Save External Equipment

    Select the checkbox to add the equipment to your external equipment list.

    Save as Lane Preference

    Select the checkbox to make the equipment the preferred carrier for the lane represented by the origin state/destination state.

  4. Click image30 Save.

The equipment will be included in the External Equipment list when it matches the filtering requirements.