Agent Assigned Pickups

The Agent Assigned Pickups page allows you to view pickups that are assigned to a vendor agent. You can search for freight bills and then view all pickups that are assigned to the signed in vendor.

Options and visible columns displayed on the Agent Assigned Pickups page can vary, depending on how an administrator has set it up.

You can export details into PDF, Excel, E-mail, or print it out.

Searching agent assigned pickups

Use this procedure to search for freight bills that are specific to an agent. Depending on the information types; you can search by:

  • Bill number

  • Current status

  • Start/End zone

  • Pick Up/Deliver By

  • Shipper name

  • Consignee name

  1. On the TM4Web menu, click Agent Assigned Pickups.
    The Agent Assigned Pickups page opens.

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  2. Click Search.
    The search options are displayed.

    Show me

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  3. In the Search field, select the information type on which you want to search.

  4. In the Search Style field, select either Starts With or Exact to indicate how this field is used to search.

  5. In the Search Value field, enter the ID or value appropriate to the search type you selected. When entering a number, you can:

    • Enter the entire number

    • Enter part of the number

  6. Click Search.

    Note: In order for a freight bill to be included in search results, a freight bill must have the status of Availability (V); the vendor must be the advance carrier; and the pickup terminal must be designated as one of the agent’s terminals.

    Show me

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    The Assigned Pickup Details page appears.

    Detail grid options
    Option Description

    Generate PDF

    Clicking image4 Generate PDF enables you to display the results from the details grid in a .PDF file format.

    Excel

    Clicking image5 Excel enables you to display the results from the details grid in a .CSV file format that can be loaded in an Excel spreadsheet to be saved, circulated, and accessed at a later time.

    Email

    Clicking image6 Email enables you to send the results from the details grid in an .xls file spreadsheet.

    Print

    Clicking image7 Print displays the list of results from the details grid that can be printed.

  7. To search for other agent assigned pickups, do the following:

    • Click Search.

    • Modify the search values.

    • Click Search.

Assigned Pickup Details

Use this procedure to view agent assigned pickup details.

The Agent Assigned Pickups page does not have the ability to do status updates.

  1. From the search results grid, click a Bill Number link (or other valid link).

    Show me

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    The Assigned Pickup Details page appears.

    Field definitions

    This example illustrates an Assigned Pickup Detail page.

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    Field Definition

    Overview

    Custom Defined fields

    If defined in Codes Maintenance, custom fields are available on the Assigned Pickup Details page. Options include Text, List, and Radio options.

    Notes

    Editable note tabs are made available by your administrator.

    Generate PDF

    Clicking image4 Generate PDF enables you to display the results from the details grid in a .PDF file format.

    Excel

    Clicking image5 Excel enables you to display the results from the details grid in a .CSV file format that can be loaded in an Excel spreadsheet to be saved, curculated, and access at a later time.

    Email

    Clicking image6 Email enables you to send the results from the details grid in an .xls file spreadsheet.

    Print

    Clicking image7 Print displays the list of results from the details grid that can be printed.

  2. If applicable, make changes under any custom defined fields.

  3. If applicable, enter any relevant comments under the available note tabs.

  4. Click Save.