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 by selecting Tools > Profiles > Company Profile.

  2. Select the company in the Company ID field.

  3. Select the Load Requirements tab.

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  4. To add a requirement, click Add in the upper left of the window.
    The fields used to define the requirement are shown.

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  5. 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 cleared by default. Select it to allow users to override default load requirements.For more information, see Allowing users to override 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.

  6. 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 by selecting Tools > Profiles > Company Profile.

  2. Select the company in the Company ID field.

  3. Select the Load Requirements tab.

  4. 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

  5. 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.

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

Restricting load requirements to a specific Bill To company

By default, a company load requirement is applied when the specified company is scheduled for either a pickup or a drop on an order. However, you can restrict the load requirement further by adding a Bill To restriction.

There are two ways you can restrict a load requirement based on the Bill To company recorded on the order:

  • The Bill To company is the same as the company listed in the Company field.

    image8

    In this example, the Bill To checkbox is selected. The system will apply the load requirement for all orders where AAAEVE is the Bill To company.

    image1 See it in action

  • The Bill To company is different than the company listed in the Company field.

    image9

    In this example, the Bill To checkbox is cleared. The system will apply the load requirement only for orders where GOLSAL is recorded on either a pickup or drop stop and where DOGZAN is the Bill To company.

    Note: The Bill To checkbox must be cleared because you are specifying a Bill To that is different than the company listed in the Company field.

These instructions show how to use the second option: the Bill To company is different than the company listed in the Company field.

  1. In the company’s profile, create or retrieve the load requirement.

  2. Click image10 Add Bill To Restriction.

    A Bill To restriction line appears below the load requirement.

    image11

    Note: You can attach multiple Bill To restrictions to the same load requirement.

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  3. Select the correct company in the Bill To field.

    Note: The Bill To checkbox must be cleared.

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  4. If you need to remove a Bill To restriction, select it and then click image14 Remove Bill To Restriction.

  5. Click image15 Save.

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 by selecting Tools > Profiles > Company Profile.

  2. Select the company in the Company ID field.

  3. Select the Load Requirements tab.

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

  5. Click Yes to complete the deletion.

  6. Click image5 Save before closing the company profile.

Allowing users to override company load requirements

The Overridable checkbox on the Load Requirements tab is cleared by default. This prevents users from disabling the load requirement on an order-by-order basis. You can allow users to override default load requirements.

  1. Open the company profile for which you want to allow load requirement overrides.

  2. Select the Load Requirements tab.

  3. In the row of the load requirement you want to allow users to override, select the Overridable checkbox.

  4. Save your changes.