Specifying how users can select companies on the Tender Shipment page

When entering an order on the Tender Shipment page, a customer will identify the order’s Bill To, Order By company, shipper(s), and consignee(s).

You can:

Determine how the Bill To company is identified
Determine how the Order By company is identified
Determine how users will identify companies for stop locations

Determining how users will identify the Bill To company on orders

When users enter a new order on the Tender Shipment page, they identify the Bill To (the company that will pay the shipment cost). You can determine which of several possible ways that users can designate the Bill To entity.

Select from a series of predetermined choices

By default, when users enter a new order on the Tender Shipment page, they identify the Bill To (the company that will pay the shipment cost) by selecting a radio button representing the preferred entity. These radio buttons are shown in the Identify the Bill To section of the page.

You can limit which radio buttons appear and specify which one is selected by default.
Select from a list of companies

You can allow the user to select the Bill To from a list of companies.

The list can include:
- All companies in your database that are flagged as Bill To companies
- Only companies from the user’s associate companies list
- Only companies from the user’s profile companies list
Automatically use a predetermined company

You can have Trimble Web Products automatically use one of the following companies as the Bill To for the order:
- User’s Order By company (the default company recorded in the user’s profile)
- The order’s shipper (company recorded in the Location field for the order’s first pickup event)
- The order’s consignee (company recorded in the Location field for the order’s last delivery event)

Use one of the following procedures to set up how the Bill To company is set on an order.

Select a Bill To company from a series of predetermined choices

To identify the companies the user can select, follow these steps. The options appear as radio buttons on the Tender Shipment page. You can use up to three radio buttons.

Go to Menu > Configuration > Settings Manager.
The Settings Manager page opens.
Do one of the following:
- If you want the setting change to apply to all roles, verify the Role field is set to [Global Settings].
- If you want the setting change to apply to a specific role, select it in the Role field.
  A message asks you to verify that you want to change the role. Click OK to continue.
On the Modules tab, in the Module Selection field, select Customer.
Click these tabs: Application Settings > Shipment Tender > Controls - 1.
In the How the Bill To is selected section, select User can click radio buttons.
Identify which radio button options the user will see.
1. In the Available list, select the radio button options you want to appear on the Tender Shipment page.
2. Click the Right Arrow. Your selections are shown in the Radio Buttons list.
  
  Notes:
  1. The radio buttons appear on the Tender Shipment page in the order in which you add them to the Radio Buttons list.
  2. If you mistakenly added a radio button, select it in the Radio Buttons list and then click the Left Arrow.
3. In the Radio Buttons list, select the option you want to be the default on the Tender Shipment page and then click the Right Arrow.
  
  Note: If you do not select a default radio button, the application will use the first one listed in the Radio Buttons list as the default.
Click Save.
A message appears at the top of the page, stating your settings were saved successfully.

If you do not want to save, click Revert instead. The application cancels any unsaved changes and reverts to the last saved settings.

Select a Bill To company from a list of companies

To allow the user to select the Bill To from a list of companies, follow the steps:

Go to Menu > Configuration > Settings Manager.
The Settings Manager page opens.
Do one of the following:
- If you want the setting change to apply to all roles, verify the Role field is set to [Global Settings].
- If you want the setting change to apply to a specific role, select it in the Role field.
  A message asks you to verify that you want to change the role. Click OK to continue.
On the Modules tab, in the Module Selection field, select Customer.
Click these tabs: Application Settings > Shipment Tender > Controls - 1.
In the How the Bill To is selected section, select the radio button for the selection method you want to use.
- User can select any Company
  The application will provide a drop-down list of all active companies.
- User can select any Bill To Company
  The application will provide a drop-down list of all Bill To companies.
- User can select Associate Companies
  The application will provide a drop-down list limited to companies identified as associate companies in the user’s Trimble Web Products profile.
  
  Note: For more information on building a user’s associate companies list, see Creating primary users - eStat settings.
- User can select Profile Companies
  The application will provide a drop-down list limited to companies identified as profile companies in the user’s Trimble Web Products profile.
  
  Note: For more information on building a user’s profile companies list, see Creating primary users - eStat settings.
Click Save.
A message appears at the top of the page, stating your settings were saved successfully.

If you do not want to save, click Revert instead. The application cancels any unsaved changes and reverts to the last saved settings.

Automatically use a predetermined Bill To company

To use one of the following companies as the Bill To company for the order by default, follow these steps:

User’s Order By Company (the default company recorded in the user’s profile)
The order’s shipper (company recorded in the Location field for the order’s first pickup event)
The order’s consignee (company recorded in the Location field for the order’s last drop event)
1. Go to Menu > Configuration > Settings Manager.
  The Settings Manager page opens.
2. Do one of the following:
  - If you want the setting change to apply to all roles, verify the Role field is set to [Global Settings].
  - If you want the setting change to apply to a specific role, select it in the Role field.
    A message asks you to verify that you want to change the role. Click OK to continue.
3. On the Modules tab, in the Module Selection field, select Customer.
4. Click these tabs: Application Settings > Shipment Tender > Controls - 1.
5. In the How the Bill To is selected section, select the radio button for the selection method you want to use.
  - User’s Order By Company (From the user’s profile)
    
    Use the Order By company specified in the user’s Trimble Web Products profile. When you select this option, the Tender Shipment page hides the Identify the Bill To section. The user will not be able to make a selection.
    
    Note: The Order By is identified in the user’s profile at the time it is created. For step-by-step instructions on how to create a Trimble Web Products user account, go to Menu > Security > Work With Users > Create Users and access the online help from that page.
  - Shipper
    
    Use the order’s shipper (company recorded in the Location field for the order’s first pickup event) as the Bill To for the order. When you select this option, the Tender Shipment page hides the Identify the Bill To section. The user will not be able to make a selection. The Tender Shipment page will not display any Bill To name, but the confirmation e-mail your company receives for the order will show the shipper as the Bill To.
    
    The Bill To will also appear on the order when it is viewed on the Available, Assigned, and Historical load boards.
  - Consignee
    
    Use the order’s consignee (company recorded in the Location field for the order’s last drop event) as the Bill To for the order. When you select this option, the Tender Shipment page hides the Identify the Bill To section. The user will not be able to make a selection. The Tender Shipment page will not display any Bill To name, but the confirmation e-mail your company receives for the order will show the consignee as the Bill To.
    
    The Bill To will also appear on the order when it is viewed on the Available, Assigned, and Historical load boards.
6. Click Save.
  A message appears at the top of the page, stating your settings were saved successfully.
  
  If you do not want to save, click Revert instead. The application cancels any unsaved changes and reverts to the last saved settings.

Determining how users will identify the Order By company on orders

The Order By company is the company requesting the shipment. When users enter a new order on the Tender Shipment page, they must identify the Order By company.

You specify which of two ways users can do this:

Select from a list of companies

By default, users select the Order By company from a drop-down list in the Identify the Order By section of the page.

The list can include:
- All active companies in your databases
- Only profile companies listed in the user’s Trimble Web Products profile
Automatically use a predetermined company

Users can select one of the following companies as the Order By for the order by default:
- The default company specified in the user’s Trimble Web Products profile
- The shipper on the order
- The consignee on the order

Use one of these procedures to set up how users select the Order By company for an order.

Select an Order By company from a list of companies

To allow the user to select the Bill To from a list of companies, follow these steps:

Go to Menu > Configuration > Settings Manager.
The Settings Manager page opens.
Do one of the following:
- If you want the setting change to apply to all roles, verify the Role field is set to [Global Settings].
- If you want the setting change to apply to a specific role, select it in the Role field.
  A message asks you to verify that you want to change the role. Click OK to continue.
On the Modules tab, in the Module Selection field, select Customer.
Click these tabs: Application Settings > Shipment Tender > Controls - 1.
In the How the Order By is selected section, select the radio button for the selection method you want to use.
- User can select any company
  
  The application will provide a drop-down list of all companies.
- User can select Profile Companies
  
  The application will provide a drop-down list limited to companies identified as profile companies in the user’s Trimble Web Products profile.
  
  Note: For more information on building a user’s profile companies list, see Creating primary users - eStat settings.
Click Save.
A message appears at the top of the page, stating your settings were saved successfully.

If you do not want to save, click Revert instead. The application cancels any unsaved changes and reverts to the last saved settings.

Automatically use a predetermined company

To specify which company will be used as the Order By, follow these steps:

Go to Menu > Configuration > Settings Manager.
The Settings Manager page opens.
Do one of the following:
- If you want the setting change to apply to all roles, verify the Role field is set to [Global Settings].
- If you want the setting change to apply to a specific role, select it in the Role field.
  A message asks you to verify that you want to change the role. Click OK to continue.
On the Modules tab, in the Module Selection field, select Customer.
Click these tabs: Application Settings > Shipment Tender > Controls -1.
In the How the Order By is selected section, select the radio button for the selection method you want to use.
- User’s Order By Company (from the user’s profile)
  
  Use the default (Order By) company specified in the user’s Trimble Web Products profile. When you select this option, the Tender Shipment page hides the Identify the Order By section. The user will not be able to make a selection.
- Shipper
  
  Use the order’s shipper (company recorded in the Location field for the order’s first pickup event) as the Bill To for the order. When you select this option, the Tender Shipment page hides the Identify the Order By section. The user will not be able to make a selection. The Tender Shipment page will not display any Order By name, but the confirmation e-mail your company receives for the order will show the shipper as the Order By.
  
  The Order By will also appear on the order when it is viewed on the Available, Assigned, and Historical load boards.
- Consignee
  
  Use the order’s consignee (company recorded in the Location field for the order’s last drop event) as the Order By for the order. When you select this option, the Tender Shipment page hides the Identify the Order By section. The user will not be able to make a selection. The Tender Shipment page will not display any Order By name, but the confirmation e-mail your company receives for the order will show the consignee as the Order By.
  
  The Order By will also appear on the order when it is viewed on the Available, Assigned, and Historical load boards.
Click Save.
A message appears at the top of the page, stating your settings were saved successfully.

If you do not want to save, click Revert instead. The application cancels any unsaved changes and reverts to the last saved settings.

Determining how users will select companies at stop locations

When entering a new order on the Tender Shipment page, a user identifies the company at which a stop occurs from the Location field’s drop-down list in the Events section of the page.

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You can specify that the list include:

Any company
Only companies from the user’s associate companies list
Only companies from the user’s profile companies list

To specify how users identify stop companies, follow these steps:

Go to Menu > Configuration > Settings Manager.
The Settings Manager page opens.
Do one of the following:
- If you want the setting change to apply to all roles, verify the Role field is set to [Global Settings].
- If you want the setting change to apply to a specific role, select it in the Role field.
  A message asks you to verify that you want to change the role. Click OK to continue.
On the Modules tab, in the Module Selection field, select Customer.
Click these tabs: Application Settings > Shipment Tender > Controls - 1.

In the How Event Locations are selected section, select the radio button for the selection method you want to use.

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Field definitions

Field	Definition
User can select Any company	The Location field will provide a drop-down list of all active companies that are flagged as shippers or consignees.
User can select Associate Companies	The Location field will provide a drop-down list limited to companies identified as associate companies in the user’s Trimble Web Products profile. Note: For more information on building a user’s associate companies list, see Creating primary users - eStat settings.
User can select Profile Companies	The Location field will provide a drop-down list limited to companies identified as profile companies in the user’s Trimble Web Products profile. Note: For more information on building a user’s profile companies list, see Creating primary users - eStat settings.

Field

Definition

User can select Any company

The Location field will provide a drop-down list of all active companies that are flagged as shippers or consignees.

User can select Associate Companies

The Location field will provide a drop-down list limited to companies identified as associate companies in the user’s Trimble Web Products profile.

Note: For more information on building a user’s associate companies list, see Creating primary users - eStat settings.

User can select Profile Companies

The Location field will provide a drop-down list limited to companies identified as profile companies in the user’s Trimble Web Products profile.

Note: For more information on building a user’s profile companies list, see Creating primary users - eStat settings.

Click Save.
A message appears at the top of the page, stating your settings were saved successfully.

If you do not want to save, click Revert instead. The application cancels any unsaved changes and reverts to the last saved settings.

Allowing users to enter a city/state/ZIP Code for a stop

In the Tender Shipment page, you can allow users to enter a location for any stop on an order by selecting UNKNOWN for the Location and entering the city/state/ZIP Code or just the ZIP Code.

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This setting requires the [Order]CompanyIsMandatory=No setting in your TTS50. If the CompanyIsMandatory=Yes setting is used and the Allow Stops with only City/State provided check box is selected, the City, State and Zip fields will appear, but cannot be used for entering a location.

To allow users to enter the city/state/ZIP Code or ZIP Code for stop locations when preparing a quote or order, follow these steps:

Go to Menu > Configuration > Settings Manager.
The Settings Manager page opens.
Do one of the following:
- If you want the setting change to apply to all roles, verify the Role field is set to [Global Settings].
- If you want the setting change to apply to a specific role, select it in the Role field.
  A message asks you to verify that you want to change the role. Click OK to continue.
  
  Note: If the setting has already been changed for at least one role, its text label is bold and italic.
On the Modules tab, in the Module Selection field, select Customer.
Click these tabs: Application Settings > Shipment Tender > Controls -1.
In the How Event Locations are selected section, select the Allow Stops with only City/State provided check box.

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Click Save.
A message appears at the top of the page, stating your settings were saved successfully.
If you are making changes for a specific role and this is the first time the setting has been changed for any role, the text label style changes to bold and italic.

If you do not want to save, click Revert instead. The application cancels any unsaved changes and reverts to the last saved settings.