Carrier Information Window

Vendor Details

Selecting this button will open the Vendor Information window, which gives all the detailed information on the selected Vendor, as entered in the Customer & Vendor Profiles program. The 'Interliner' Tab has been added so that you can view an Interliner Vendor’s Insurance details prior to adding them as the Carrier on a Trip.

Vendor Docs

Selecting this button will open the Attach / Open Related Files window for the Vendor specified in the 'Vendor' field.

Special Events

Displays the Carrier’s Special Events in the Special Events window common to the Dispatch module programs. The ability to add new events is also available.

Profiles

Selecting this button will open an instance of the Customer & Vendor Profiles program.

History

This button provides the ability to view historical Vendor information by specifying search criteria on the Interliner History window.

Advance

Selecting this button opens the E-Checks window, which allows you to create advance payments for the Carrier Vendor prior to the trip being completed.

Mark as Accepted

Selecting this button will update the 'Status' field (VENDOR_LOAD_SUMMARY.STATUS) from 'Negotiate' to 'Accepted'.

Send EMail

Selecting this button allows you to send an e-mail to the selected Carrier Vendor that will notify them of the Carrier assignment and of any other relevant details. See the section on the TruckMate E-mail System for more information.

Start Zone

Displays the Start Zone for the trip leg that is currently selected in the Trip Leg Information grid.

End Zone

Displays the End Zone for the trip leg that is currently selected in the Trip Leg Information grid. This value works in conjunction with the Mark End Leg menu option in the Trip Leg Information grid. For example, if you are assigning an Interliner to the last leg of a trip, you must use the Mark End Leg function to indicate that the last leg is the leg on which the Interliner will be active.

Distance / Distance Unit / Interactive Mileage

The 'Distance' field will display the leg distance, if it has ben provided by your Mileage Software automatically. The 'Distance' field displays the Leg distance, provided by your mileage software. To determine the actual Leg distance, select the Database search button and choose a Distance Unit (as configured in the Codes Maintenance program > Units Tab). Then, select the 'Get Mileage' button to determine the Leg Distance, which will populate into the 'Distance' field. You must have the Mileage Server program running for this functionality to be available.

Distance Override

The checkbox next to the text 'Distance' provides the ability to Override the distance value from the Trip Leg(s).

Allocate Bill

Displays the Freight Bill number of the Freight Bill that will have the Interliner Cost assigned to it when using a 'One Bill' Cost Allocation Rule. If you are not using the 'One Bill' Cost Allocation Rule, the Allocate Bill field does not apply, as only one Freight Bill number can be displayed.

Cost

Displays the Interliner’s charge, as calculated from the rate sheet attached to the Interliner in the Rates Maintenance program or from the Margins tab when the Use Cost button is selected. If the Interliner has no rated charge, you can manually enter a charge in this field before clicking the Assign Carrier button.

If the 'Cost' field contains a value (e.g. $150), that value will translate directly to the Carrier Info/Assignment window on the created trip. The 'Not Rerate' flag will be checked, because the entered value is essentially a manual rate, and the 'Not Rerate' flag will ensure that it stays that way.

If the 'Cost' field contains a '0', the user is telling the system that automatic Carrier Rating (i.e. Rate Sheets tied to the Vendor) should apply. Because of this, 'Not Rerate' will be un-checked, so that when SP_CALC_LINEHAUL_COST runs, the rate sheets will be applied.

If the user does not want a rate in the cost field but wants 'Not Rerate' to be flagged, it should be left blank (not with a zero, but completely blank). In this case, however, when SP_CALC_LINEHAUL_COST runs, there will be no cost at all on the Carrier Assignment unless the user enters the Carrier Info/Assignment window and assigns one.

Acc Cost

Displays the total amount of all related Accessorial Charges associated with the Interliner ID, calculated across all included Freight Bills on the Trip.

Consolidated

Select this checkbox to consolidate the rating across all Freight Bills for the selected leg. Once selected, define one or more of the following values to be used in the consolidated rating, as follows:

Service Level

Enter the Service Level you wish to be used for Rating purposes.

Equipment

Enter the Equipment Class to be used for Rating purposes.

Commodity

Enter the Commodity to be used for Rating purposes.

Protected

Select the 'Protected' checkbox to include the Interliner charges in the Freight Bill’s total charges (as displayed on the Customer Service > Billing Tab, in the 'Total Charges' field). If a Freight Bill’s Interliner charges are protected, you will bill your customer for amounts from Detail lines, Accessorial Charges and the Interliner charges. If the Interliner charges are not protected, they will not be added to the Freight Bill’s total charges, and your customer will only be billed for the amounts from Detail lines and Accessorial Charges (as applicable). This box can be checked by default by setting the Enable IP Protected option in the Application Configurator program.

Do Not Rerate

Select this flag if you do not want the dollar amounts entered on this window to be re-rated if the Zones (or Mileage, etc.) of the Trip is changed following the assignment of the Carrier.

Currency

Defaults according to the Interliner’s default currency in the Customer & Vendor Profiles program. You can select a different currency from the drop down list box. If you change the currency here, the currency of the attached IP record will change to match. However, once an IP record has been approved (in status S, U, A, or I), no changes are allowed. So, the currency will NOT change on the IP records. If the IP is approved but not yet accrued, you may unapprove it, change the currency, and re-approve it. If it has been accrued, you may want to do a 'Reverse & Recreate' in IP Audit > Interline Details grid > Context Menu > Status Change option group.

Select a Cost Allocation Rule from the available options in the drop-down menu:

See the Interline Payables Audit program > Probill Info Tab > 'Status' field for more information.

When you click the 'Assign Carrier' button, multiple Interliner payment records will be created, one for each Freight Bill in the Freight Bill Information grid. View the payments on the Payments Tab. Set the default value for the 'Cost Allocation Rule' field using the Application Configurator program ('Interline Cost Rule' option).

Assign Carrier

Select this button to assign the displayed Vendor to the Trip. The Dispatch program will check for several conditions before a Carrier is added to a Trip (check for Insurance, etc.). These conditions are controlled by three options in the Application Configurator program > DISPATCH.EXE section ('Carrier-Cargo', 'Carrier-Liability' and 'Carrier-WorkComp').

If the charges entered for the Carrier Assignment ('Cost' + ' Acc Cost') exceed the 'Max Carrier Cost' (on the Freight Bill Information Tab ; entered on the FB itself on the Customer Service program > Billing Tab > Brokerage section > 'Max' field), you will be either warned before you can assign the carrier, or will be completely forbidden from assigning (depending on the users security settings).

See the Customer Service documentation for more information on the 'Max' field and limiting Carrier Assignment charges.

If you have Carrier411 information setup for your Carriers in the Carrier411 Information program, and have the appropriate configuration options set in the Application Configurator program > CARRIER411.WINSERVICE.EXE section, certain Carriers may be disallowed from assignment based on their safety ratings.

Deassign

If an Interliner has been previously assigned to the trip leg, you can use this button to remove the assignment and delete the Interliner payments.

If the displayed Carrier Assignment is an Intercompany transaction, selecting this button will prompt the user to cancel the Freight Bills created in the other Company related to this movement. The user must select 'OK' in order to deassign the Carrier. If the Freight Bills in the second Company have been added to Trips, the user will not be able to cancel the Intercompany Carrier Assignment.

View Images

Clients using a 3rd-party imaging vendor can use this option to access Document Imaging functionality from within the Carrier Assignment > Trip Information screen for the selected Carrier. To be able to access Document Imaging, however, you must correctly setup the functionality in the Codes Maintenance program > Imaging Tab ('Program' = DISPATCH.EXE, 'Table' = VENDOR_LOAD_SUMMARY).

Beginning in TruckMate 2009, Carrier Charges should be assigned using the 'Cost' field and by specifying a 'Cost Allocation Rule'. See the above drop-down for information on Pro-Rating and the Cost Allocation Rules.

If the carrier rate changes after the trip is complete but before the invoice has been run through the Billing Register, you can edit the value using the Customer Service program > I/P Tab.

This process changed in 2009 to be more flexible for LTL carriers. We recalculate IP charges automatically now (using the 'Cost Allocation Rule' selected when the carrier was assigned). This is useful for LTL companies who have many freight bills on one or more legs. In the past these users would add and remove freight bills from legs and forget to go back into the carrier assignment screen to manually recalculate the newly pro-rated amounts. Maintaining these values as bills are added/removed is handled in the CALC_LINEHAUL_COST procedure, and is run whenever a trip status change occurs.

Once the user has setup the Carrier Assignment details, he/she can click the new 'Send EMail' button on the Trip Information Tab to generate an e-mail that will be sent directly to the Carrier Vendor with information concerning the requested movement.

Upon clicking the 'Send EMail' button, the Send Email window will open.

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