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Collaboration Portal 2012.

Carrier Portal User Guide

Collaboration Portal 2012.2


Copyright 2013 RedPrairie Corporation
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Table of Contents
Getting Started with Carrier Portal User Guide __________________________________________________ 6
Log In to Carrier Portal ___________________________________________________________________ 6
Work in the User Interface for Carrier Portal ___________________________________________________ 6
Description _________________________________________________________________________ 6
User Interface for Carrier Portal _________________________________________________________ 6
Work with the Card View for Carrier Portal ____________________________________________________ 9
Description _________________________________________________________________________ 9
Card View __________________________________________________________________________ 9
Work with the Grid View for Carrier Portal ____________________________________________________ 12
Description ________________________________________________________________________ 12
Grid View __________________________________________________________________________ 13
Sort Records in the Grid ______________________________________________________________ 13
Move a Column in the Grid ____________________________________________________________ 13
Adjust the Width of a Column in the Grid _________________________________________________ 14
Show or Hide a Column in the Grid ______________________________________________________ 14
Work with the Dashboard for Carrier Portal ___________________________________________________ 14
Description ________________________________________________________________________ 14
Dashboard _________________________________________________________________________ 14
Maintain Search Filters in Carrier Portal _____________________________________________________ 16
Add a Search Filter __________________________________________________________________ 17
Modify a Search Filter ________________________________________________________________ 18
Rename an Existing Search Filter _______________________________________________________ 19
Copy a Search Filter _________________________________________________________________ 19
Delete a Search Filter ________________________________________________________________ 20
Generate a Report in Carrier Portal _________________________________________________________ 20
Export Data to a CSV File in Carrier Portal ___________________________________________________ 21
Log Out of Carrier Portal _________________________________________________________________ 23

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Available Loads User Guide ________________________________________________________________ 24
Available Loads ________________________________________________________________________ 24
Description ________________________________________________________________________ 24
View Available Loads to Manage Tendered and Uncovered Loads ________________________________ 24
Manage Tendered Loads ________________________________________________________________ 26
Description ________________________________________________________________________ 26
View Tendered Loads ________________________________________________________________ 27
View Tendered Offer for a Load ________________________________________________________ 27
Accept or Reject a Tendered Load ______________________________________________________ 28
Manage Uncovered Loads _______________________________________________________________ 30
Description ________________________________________________________________________ 30
View Uncovered Loads _______________________________________________________________ 30
Bid On or Reject an Uncovered Load ____________________________________________________ 31
View and Manage Load Details for an Available Load __________________________________________ 33
View Route Information for an Available Load ________________________________________________ 40
View Restriction Information for an Available Load _____________________________________________ 42
View Note and Attached File Information for an Available Load ___________________________________ 44
Work with Available Loads in the Grid View __________________________________________________ 46
Accepted Loads User Guide ________________________________________________________________ 51
Accepted Loads ________________________________________________________________________ 51
Description ________________________________________________________________________ 51
Appointments __________________________________________________________________________ 51
Description ________________________________________________________________________ 51
Schedule Page _____________________________________________________________________ 52
Status Updates ________________________________________________________________________ 55
Description ________________________________________________________________________ 56
Current Location Updates ________________________________________________________________ 56
Description ________________________________________________________________________ 56
View Accepted Loads to Manage Appointments, Statuses and Locations ___________________________ 57
Update Status and Location for an Accepted Load _____________________________________________ 58
Schedule or Reschedule an Appointment for an Accepted Load __________________________________ 62
View Route Information for an Accepted Load ________________________________________________ 73
View Restriction Information for an Accepted Load _____________________________________________ 74
View Note and Attached File Information for an Accepted Load ___________________________________ 77
View and Manage Load Details for an Accepted Load __________________________________________ 79
View Accepted Loads Missing a Status ______________________________________________________ 89
View Accepted Loads Missing an Appointment ________________________________________________ 90
Work with Accepted Loads in the Grid View __________________________________________________ 91

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Invoicing User Guide _____________________________________________________________________ 96
Invoices ______________________________________________________________________________ 96
Description ________________________________________________________________________ 96
Invoice Statuses _______________________________________________________________________ 96
Description ________________________________________________________________________ 96
View Loads to Manage Invoicing ___________________________________________________________ 97
Manage Ready to Invoice Loads ___________________________________________________________ 99
Description ________________________________________________________________________ 99
View Ready to Invoice Loads _________________________________________________________ 100
View Tendered Charges for an Invoiced Load ____________________________________________ 100
Quick Submit an Invoice _____________________________________________________________ 101
Modify and Submit an Invoice _________________________________________________________ 103
View Route Information ______________________________________________________________ 107
Manage Submitted Invoices _____________________________________________________________ 109
Description _______________________________________________________________________ 109
View Loads with Submitted Invoices ____________________________________________________ 110
View Details of a Submitted Invoice ____________________________________________________ 110
Modify a Submitted Invoice ___________________________________________________________ 114
Add and Submit an Invoice for a Load with a Submitted Invoice ______________________________ 118
View and Manage Load Details for an Invoiced Load __________________________________________ 122
View Rejected Invoices _________________________________________________________________ 131
Work with Invoices in the Grid View _______________________________________________________ 132
Loads Task User Guide __________________________________________________________________ 136
Loads Task __________________________________________________________________________ 136
Description _______________________________________________________________________ 136
View Loads to Manage Invoicing, Status and Appointments _____________________________________ 137
View Tendered Charges for a Load ________________________________________________________ 139
Quick Submit an Invoice for a Load _______________________________________________________ 141
Modify and Submit an Invoice for a Load ___________________________________________________ 141
Modify a Submitted Invoice for a Load _____________________________________________________ 145
View Details of a Submitted Invoice for a Load _______________________________________________ 149
Update Status and Location for a Load _____________________________________________________ 153
Schedule or Reschedule an Appointment for a Load __________________________________________ 157
View and Manage Details for a Load _______________________________________________________ 168
View Route Information for a Load ________________________________________________________ 177
View Restriction Information for a Load _____________________________________________________ 179
View Note and Attached File Information for a Load ___________________________________________ 181
Work with Loads in the Grid View _________________________________________________________ 183
Capacity Messages User Guide ____________________________________________________________ 187
Capacity Messages ____________________________________________________________________ 187
Description _______________________________________________________________________ 187
View Capacity Messages _______________________________________________________________ 187
Add a Capacity Message ________________________________________________________________ 188

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Getting Started with Carrier Portal User Guide


Log In to Carrier Portal
To log in to Carrier Portal:
1. If you have not already done so, log in to the workstation from which you want to access Carrier Portal
(the Carrier role within the RedPrairie role-based applications).
2. Start the web browser.
3. In the address box, type http://<HOST NAME>:<PORT NUMBER>, and then press Enter.
4. On the RedPrairie Login page, type your username and password, and then click Login.

Work in the User Interface for Carrier Portal


Description
User Interface for Carrier Portal

Description
The role-based interface of Carrier Portal (the Carrier role within the RedPrairie role-based applications) is
structured around the job-specific workflow of a carrier.

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User Interface for Carrier Portal


This image is an example of the Carrier Portal user interface (UI) with the Carrier role selected within the
RedPrairie role-based applications.

This table describes the elements of the Carrier Portal UI with the Carrier role selected.
Key

Element

Description

Role

User-centric role that provides the


functionality and tasks required for
a specified user type. User types
are characterized by a defined set
of responsibilities, objectives and
patterns of system use. The image
displays the Carrier role, which
contains tasks specific to a carrier.
Depending on your defined system
permissions, you can have one or
more roles available for use. You
select a role from the role
drop-down list.

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User Interface for Role-Based

Workspace that contains the

Applications

various elements of the application


(such as the work pane and task
pane). An application is based on a
user-centric role that contains
functionality and tasks specific to
the goals of the user working in
that role.

Tasks

Tab that you select to access


specific areas of functionality within
the application. When a tab is
selected, the work pane updates to
the page on which you perform the
active task.

User Menu

Drop-down menu that lets you log


out of the application.

Task Bar

Group of UI elements that provide


access to roles, tasks and help for
the application.

Page Tools

Group of UI elements that provide


access to information based on
status as well as UI elements used
to refresh the page, print the page
and export page data to a CSV file.

Search Bar

Area on the UI that contains the


functionality used to find and
retrieve data into the work pane.

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Work Pane

Area on the UI that contains the


active task in which you are
working. The title shown on the
work pane varies depending on the
task in which you are working. You
use the components in the work
pane to:
Find and view information.
Add and modify information.
Select options and
commands.

Work with the Card View for Carrier Portal


Description
Card View

Description
When working in Carrier Portal you can view the information that appears on the task pages in a card view. The
card view is a user interface element that:
Displays details about a load (carrier move) such as load identifier, carrier name, origin and destination
information, capacity information, and status.
Provides links to specific load details.
Provides visual indicators to missing information such as statuses and appointments.
Provides buttons that you click to perform available operations.
To work in the card view, you click the View Card Layout

icon on a page. The card view is the default view

for the Carrier Portal pages.

Note
Alternatively you can view the information in a grid view. For more information, see Work with the Grid
View for Carrier Portal.

Card View

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This image is an example of the card view for a load.

This table describes the card view elements.


Key

Element

Description

Load identifier

Identifier for the load such as the


bill of lading (BOL) number. This
identifier is a link to the Load Detail
page where you can view and
manage load details.

Carrier

Unique code identifying an


authorized carrier.

Status link

Indicator that displays the current


state of the load. This indicator is a
link to the Status window where
you can update stop status and/or
the load's current location.

Information details

Information details specific to the


current load. Route, Restrictions
and Notes/Files are links to
additional detailed views (when
available).

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Action buttons

Buttons that let you perform actions


for the load. The appearance of
action buttons is dependent on the
state of the load (such as available
or accepted). These are the valid
action buttons:
Accept Lets you accept
loads that shippers have
offered to you to transport
which have a tendered
value.
Appointment Lets you
schedule or reschedule an
appointment for a load. An
appointment is a scheduled
date and time for a carrier to
have a trailer arrive for
pickup and/or delivery of a
load.
Bid Lets you bid on loads
that shippers have offered to
you and other carriers to
transport which do not have
a tendered value.
Edit Lets you modify and
submit an invoice for a load.
Reject Lets you reject
loads that shippers have
offered to you to transport
with or without a tendered
value.
Status Lets you update
the status of a load at a stop
(such as when a load arrives
at, or departs from, a
particular stop) and/or the
current location of the load.
Submit Lets you quick
submit an invoice for a load.

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Missing

Indicator that displays when


required status and appointment
updates are missing. When
statuses or appointments are
missing, this indicator links to the
Missing window where you can
update the status and/or schedule
an appointment.

Departure and delivery information

Location, date and time at which


the load is expected to depart the
origin facility and arrive at the
destination facility.

Work with the Grid View for Carrier Portal


Description
Grid View
Sort Records in the Grid
Move a Column in the Grid
Adjust the Width of a Column in the Grid
Show or Hide a Column in the Grid

Description
When working in Carrier Portal you can view the information that appears on the task pages in a grid view.
Additionally, many of the load details and other data appear in a grid view. To work in the grid view, you click the
View Grid Layout

icon on a page.

Note
Alternatively you can view the information in a card view. For more information, see Work with the Card
View for Carrier Portal.

These are the procedures that you can use to customize the appearance of the grid:
Sort Records in the Grid
Move a Column in the Grid
Adjust the Width of a Column in the Grid
Show or Hide a Column in the Grid

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Note
Showing and hiding columns may not be available for all grids.

Note
When you sort or modify columns in a grid, the changes that you make are not saved when you close
the page.

Grid View
This image is an example of a grid populated with retrieved data. Each line of the grid represents a record of
information.

Sort Records in the Grid


After you retrieve data into a grid, you can sort the records in alphabetical or numerical order (ascending or
descending).
To sort records in the grid:
Click the drop-down list arrow on a column header, and then from the list, select Sort Ascending or Sort
Descending.

Note
Alternatively, you can click the column header to toggle between the two sorting options.

Move a Column in the Grid

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After you retrieve data into a grid, you can move the columns that are displayed.
To move a column in the grid:
Drag the column header to the desired location in the grid.

Adjust the Width of a Column in the Grid


After you retrieve data into a grid, you can adjust the width of the columns that are displayed.
To adjust the width of a column in the grid:
Point to the edge of a column header, and then using the double-sided arrow, drag the edge until the
column is the desired size.

Show or Hide a Column in the Grid


After you retrieve data into a grid, you can show or hide the columns that are displayed.
To show or hide a column in the grid:
1. Click the drop-down list arrow on a column header, and then from the list, select Columns.
2. Take one of these actions:
To show a column, select the check box of the column that you want to see.
To hide a column, clear the check box of the column that you want to hide.

Work with the Dashboard for Carrier Portal


Description
Dashboard

Description
The Carrier role Dashboard for Carrier Portal is an interactive webpage that lets you track and view the loads
(carrier moves) for which you are responsible. You use the Dashboard to view:
A list of the day's pickups and deliveries from which you can select to view specific load details.
The number of tendered, uncovered and accepted loads. The numbers displayed serve as links to the
specific details.
The number of invoices that are ready to be submitted, as well as the number of invoices that have been
submitted and rejected. The numbers displayed serve as links to the specific details.
The number of accepted loads that require some action such as scheduling an appointment or providing
missing status information.

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Dashboard
This image is an example of the Dashboard, which is an interactive display designed to provide you with a
snapshot of the information you need to perform your job.

This table describes the Dashboard areas.

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Key

Area

Description

Available Loads

You can click the drilldown text in


this area to view a detailed list of
the available loads with the
associated status or alert. For
example, you can click the
Tendered Loads drilldown text to
view the Tendered tab that displays
the loads for which you have
tenders.

Accepted Loads

You can click the drilldown text in


this area to view a detailed list of
the accepted loads with the
associated status or alert. For
example, you can click the Current
Loads drilldown text to view the
Current tab that displays the loads
for which you are currently
transporting.

Invoice Loads

You can click the drilldown text in


this area to view a detailed list of
the invoices with the associated
status or alert. For example, you
can click the Ready to Invoice
drilldown text to view the Ready to
Invoice tab that displays the loads
for which you can submit an
invoice.

Today's Pickups and Deliveries

Displays the number of pickups


and deliveries planned for the day,
and lists those orders with their
relevant details in a grid.

Maintain Search Filters in Carrier Portal

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You can create and maintain search filters that provide the ability to query for specific data in the system. For
example, if you frequently search for loads (carrier moves) with a specific carrier code or origin address, then
instead of manually entering that information each time you perform a search, you can create a search filter that
automatically uses the defined criteria each time you perform a search using the search filter.

Note
Search filters are specific to each page. For example, the search filters available to you on the
Available Loads page will not be available to you on the Invoice Loads page.

As you create and maintain search filters, the data that appears on the page is updated to display the data that
meet the search criteria you are defining.
These are the tasks that you use to maintain search filters:
Add a Search Filter
Modify a Search Filter
Rename an Existing Search Filter
Copy a Search Filter
Delete a Search Filter

Add a Search Filter


To add a search filter:

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1. On a page in Carrier Portal, take one of these actions to define a search filter.
If you want to add...

Then...

A single search criterion value,

Take these actions:


1. In the Filter box, type a value by which you
want to limit the display.
2. From the drop-down list that appears as you
type, select a category to limit the results.
The filter appears in the Ad-hoc Filter area,
and the page updates to display the records
that meet the search filter criteria.

Multiple search criteria values,

Take these actions:


1. Click the Filter box, and select Filter using
multiple fields. The Expanded Criteria
window appears.
2. Enter search criteria to define the search
filter. The search filter criteria appear in the
Filter Clause box.
3. When finished, click Search. The search
filter appears in the Ad-hoc Filter area, and
the page updates to display the records that
meet the search filter criteria.

2. Click Save. The Enter Filter Name window appears.

3. In the Filter Name box, type the name of the search filter.
4. Click Save. The search filter is saved and appears when you click Load Saved Filter
5. Click Close Filter

to close the search filter.

Modify a Search Filter


To modify a search filter:
1. On a page in Carrier Portal, click

, and from the drop-down list, select the search filter that you want to

modify.
2. If the search filter criteria are not already displayed, click Show Criteria.

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3. Take one or more of these actions.
If you want to...

Then...

Add a value to the search filter,

See the Add a Search Filter procedure.

Modify a value in the search filter,

Click the value in the search filter, and then type or


select a new value.

Modify the operator in the search filter,

Click the operator, and from the drop-down list,


select a new operator.

Delete a value from the search filter,

Click Remove

4. Click Save.
5. Click

to close the search filter.

Rename an Existing Search Filter


To rename an existing search filter:
1. On a page in Carrier Portal, click

, and from the drop-down list, select the search filter that you want to

rename.
2. From the More drop-down list, select Rename. The Enter Filter Name window appears.

3. In the Filter Name box, type the new name for the search filter.
4. Click Save.
5. Click

to close the search filter.

Copy a Search Filter


To copy a search filter:
1. On a page in Carrier Portal, click

, and from the drop-down list, select the search filter that you want to

copy.

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2. From the More drop-down list, select Save As. The Enter Filter Name window appears.

3. In the Filter Name box, type the name for the new search filter.
4. Click Save.
5. Click

to close the search filter.

Delete a Search Filter


To delete a search filter:
On a page in Carrier Portal, take one of these actions.
If you want to delete a search filter and...

Then...

Do not want to view the search filter criteria,

Click

, and from the drop-down list, click Remo

ve Filter

next to the search filter that you want

to delete, and then click Yes.


Want to view the criteria before deleting the search Take these actions:
filter,

1. Click

, and from the drop-down list,

select the search filter that you want to


delete.
2. If the search filter criteria are not displayed,
click Show Criteria and review the search
filter fields.
3. From the More drop-down list, select Remo
ve, and then click Yes.

Generate a Report in Carrier Portal


You can generate a report of the records that you have selected in a grid view in Carrier Portal to a portable
document format (.pdf) file using the Print icon. These are the reports that you can generate:
Move Info Report Provides detailed information for a selected load (carrier move). You can generate
the Move Info Report for available loads, accepted loads and invoiced loads.

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Carrier Invoice Report Provides detailed information on a selected submitted invoice for a load. You
can generate the Carrier Invoice Report for loads that have submitted invoices only.
When you generate a single report, the file is saved as a PDF. When you generate multiple reports, the files are
saved as PDFs but are packaged together in a ZIP file.

Note
You must have Adobe Reader installed on your computer to view a generated PDF file.

To generate a report in Carrier Portal:


1. Find and retrieve data in Carrier Portal.

Note
For more information on creating search filters, see Maintain Search Filters in Carrier Portal.

2. If you have not already done so, click View Grid Layout

3. In the grid view, select the check box next to each row (record) for which you want to generate a report.
4. Click Print

5. Take one of these actions.


If you want to generate a report of the...

Then select the...

Load details,

Selected Move Info Reports check box.

Invoice details,

Selected Carrier Invoice Reports check box.

IMPORTANT
You can generate a report of the invoice
details for loads that have submitted
invoices only.

6. Click Print.
7. If a message appears asking if you want to open or save the file, take one of these actions:
To open the file without saving, click Open.
To save the file, click Save, and then save the file to a directory on your computer.

Export Data to a CSV File in Carrier Portal

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You can export data in Carrier Portal to a comma-separated value (.csv) file that can be opened in Microsoft
Excel or other spreadsheet program. You can export all of the data that appears in the card or list view, or export
selected records that appear in the grid view. Additionally, you can view loads (carrier moves) on the Load Detail
page and export selected data (such as invoices, charges, equipment, service restrictions, notes, attachments
and statuses).
To export data to a CSV file in Carrier Portal:
1. Find and retrieve data in the card or grid view.

Note
For more information on creating search filters, see Maintain Search Filters in Carrier Portal.

2. Take one of these actions.


If you want to export...

Then...

All of the data appearing in the card view,

If you have not already done so, click View Card


Layout

All of the data appearing in the grid view,

Take these actions:


1. If you have not already done so, click View
Grid Layout

2. In the grid view, select the check box that


appears in the header row to select all of
the records.
Selected records appearing in the grid view,

Take these actions:


1. If you have not already done so, click

2. In the grid view, select the check boxes


next to each row (record) that you want to
export.
Selected data from the Load Detail page,

Take these actions:


1. If you have not already done so, click

2. Find the load for which you want to export


selected data.
3. Click the load identifier such as the bill of
lading (BOL) number. The Load Detail page
appears.
3. Click Export

4. If you are exporting selected data from the Load Detail page, then select the check box next to the load
detail that you want to export.

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5. Click Export.
6. If a message appears asking if you want to open or save the file, take one of these actions:
To open the file without saving, click Open.
To save the file, click Save, and then save the file to a directory on your computer.

Log Out of Carrier Portal


For security reasons, it is recommended that you log out of Carrier Portal (the Carrier role within the RedPrairie
role-based applications) when you have finished working.
To log out of Carrier Portal:
1. In the upper-right corner of the page, click your username.
2. Click Logout. The Log In page appears.

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Available Loads User Guide


Available Loads
Description

Description
A load (carrier move) is a collection of stops (one or more shipments grouped together) that you (the carrier)
transport for a shipper. When a load is available, it is in the process of carrier acceptance through a tendering or
bidding process. Once you accept and deliver a load to its final destination, and the proof of delivery documents
have been received, the load is complete and you create an invoice for the shipper.
You can view and manage available loads that are in either of these states:
Tendered Loads that shippers have offered to you to transport which have a tendered value, but you
have not yet accepted or rejected the offer.
Uncovered Loads that shippers have offered to you and other carriers to transport which do not have a
tendered value, and you have not yet bid on or rejected the load.
When working with available loads, you can view the loads that are available to you and perform these actions:
For tendered loads, you can take one of these actions:
Accept If you want to transport the load and accept the tendered offer, you accept the load.
Reject If you cannot transport the load, you reject it, and the load is removed from view.
For uncovered loads, you can take one of these actions:
Bid If you want to transport the load, you submit a bid and wait for confirmation on whether the
bid was accepted. In addition, you can enter comments or negotiate a different delivery date or
time.
Reject If you cannot transport the load, you reject it, and the load is removed from view.
Additionally, you can view:
Loads that are tendered and are available for you to accept.
Loads that are uncovered and are available for you to bid on.
Load details for an available load.

View Available Loads to Manage Tendered and


Uncovered Loads
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Use this procedure to view the loads (carrier moves) that have been offered to you to transport, and then
manage the tenders and bids for those available loads.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Available Loads in the Grid View.

To view available loads to manage tendered and uncovered loads:


1. From the role drop-down list, select Carrier.
2. Select the Available Loads tab. The Available Loads page appears.

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3. Take one or more of these actions.
If you want to...

Then...

View all of your available loads,

Click All.

View the available loads that were tendered to

Click Tendered. For more information, see View

you,

Tendered Loads.

View the available loads that are uncovered,

Click Uncovered. For more information, see View


Uncovered Loads.

View the details for an available load,

Click the load identifier such as the bill of lading


(BOL) number. For more information, see View
and Manage Load Details for an Available Load.

View route information for an available load,

Click Route. For more information, see View


Route Information for an Available Load.

View equipment and service restriction information

Click Restrictions. For more information, see Vie

for an available load (if available),

w Restriction Information for an Available Load.

View notes and attached files for an available load

Click Notes/Files. For more information, see View

(if available),

Note and Attached File Information for an


Available Load.

Export data to a CSV file,

See Export Data to a CSV File in Carrier Portal.

Generate a report as a PDF file,

See Generate a Report in Carrier Portal.

Refresh the page,

Click

Manage Tendered Loads


Description
You use the Available Loads task to manage the loads (carrier moves) that were tendered to you.
When you manage tendered loads, you can:
View the loads that were tendered to you that you have not yet accepted or rejected.
View the tendered offer for a load.
Accept or reject the offer for a tendered load.
View the route information for a tendered load.
View the equipment and service restriction information for a tendered load.
View notes and attached files for a tendered load.

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View Tendered Loads


Use this procedure to view the loads (carrier moves) that were tendered to you that you have not yet accepted
or rejected.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Available Loads in the Grid View.

To view tendered loads:


1. From the role drop-down list, select Carrier.
2. Select the Available Loads tab. The Available Loads page appears.
3. Click Tendered.
4. Take one or more of these actions.
If you want to...

Then...

Review the tendered offer for a load,

See View Tendered Offer for a Load.

Accept or reject a tendered load,

See Accept or Reject a Tendered Load.

Review route information,

See View Route Information for an Available Load.

Review equipment and service restriction

See View Restriction Information for an Available

information (if available),

Load.

Review notes and attached files (if available),

See View Note and Attached File Information for


an Available Load.

View load details,

See View and Manage Load Details for an


Available Load.

Export data to a CSV file,

See Export Data to a CSV File in Carrier Portal.

Generate a report as a PDF file,

See Generate a Report in Carrier Portal.

Refresh the page,

Click

View Tendered Offer for a Load


Use this procedure to view the tendered offer for an available load (carrier move).

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Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Available Loads in the Grid View.

To view tendered offer for a load:


1. From the role drop-down list, select Carrier.
2. Select the Available Loads tab. The Available Loads page appears.
3. Click Tendered.
4. Find the load for which you want to view the tendered offer.
5. Click Tendered Charges. The Tendered Charges window appears.

6. View this information.


Field

Description

Charge Type

Detailed component of an overall freight charge.


The charge type may appear on an invoice.
Examples of charge types are line haul charges,
fuel surcharges, inside delivery charges, stop
charges and accessorial charges.

Description

Meaningful summary identifying the purpose of the


tendered charge.

Address

Location for a stop-specific charge.

Amount

Amount of the charge for the charge type.

7. When you are finished viewing the tendered offer for the load, click

8. Continue to accept or reject the tendered load.

Accept or Reject a Tendered Load


Use this procedure to accept or reject a tendered load (carrier move).

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Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Available Loads in the Grid View.

To accept or reject a tendered load:


1. From the role drop-down list, select Carrier.
2. Select the Available Loads tab. The Available Loads page appears.
3. Click Tendered.

4. Find the load for which you want to accept or reject the tender.
5. If desired, take one or more of these actions.
If you want to review the...

Then click...

Tendered offer,

Tendered Charges.

Route information,

Route.

Equipment and service restriction information (if

Restrictions.

available),
Notes and attached files (if available),

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6. Take one of these actions.
If you want to...

Then...

Accept the tendered load,

Click Accept.

Reject the tendered load,

Take these actions:


1. Click Reject. The Rejection Response
window appears.
2. Type a reason for the rejection.
3. Click Submit.

Manage Uncovered Loads


Description
You use the Available Loads task to manage the uncovered loads (carrier moves) that shippers have offered to
you and other carriers to transport that do not have a tendered value, and you have not yet bid on or rejected the
loads.
When you manage uncovered loads, you can:
View the loads that are uncovered that you have not yet bid on or rejected.
Bid on or reject an uncovered load.
View the route information for an uncovered load.
View the equipment and service restriction information for an uncovered load.
View note and attached files for an uncovered load.

View Uncovered Loads


Use this procedure to view the loads (carrier moves) that shippers have offered to you and other carriers to
transport that do not have a tendered value, and you have not yet bid on or rejected the uncovered loads.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Available Loads in the Grid View.

To view uncovered loads:


1. From the role drop-down list, select Carrier.
2. Select the Available Loads tab. The Available Loads page appears.

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3. Click Uncovered.
4. Take one or more of these actions.
If you want to...

Then...

Bid on or reject an uncovered load,

See Bid On or Reject an Uncovered Load.

Review route information,

See View Route Information for an Available Load.

Review equipment and service restriction

See View Restriction Information for an Available

information (if available),

Load.

Review notes and attached files (if available),

See View Note and Attached File Information for


an Available Load.

View load details,

See View and Manage Load Details for an


Available Load.

Export data to a CSV file,

See Export Data to a CSV File in Carrier Portal.

Generate a report as a PDF file,

See Generate a Report in Carrier Portal.

Refresh the page,

Click

Bid On or Reject an Uncovered Load


An available load (carrier move) without a tendered offer is an uncovered load that is offered to you and other
carriers to transport.
If, after reviewing the load information, you want to transport the load, you submit a bid and wait for
confirmation on whether the bid was accepted. In addition, you can enter comments or negotiate a
different delivery date or time.
If you cannot transport the load, you reject the uncovered load.
Use this procedure to bid on or reject an uncovered load.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Available Loads in the Grid View.

To bid on or reject an uncovered load:


1. From the role drop-down list, select Carrier.
2. Select the Available Loads tab. The Available Loads page appears.

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3. Click Uncovered.

4. Find the uncovered load that you want to bid on or reject.


5. If desired, take one or more of these actions.
If you want to review the...

Then click...

Route information,

Route.

Equipment and service restriction information (if

Restrictions.

available),
Notes and attached files (if available),

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6. Take one of these actions.
If you want to...

Then...

Bid on the uncovered load,

Take these actions:


1. Click Bid. The Bid Response window
appears.
2. From the Carrier Code drop-down list,
select the carrier.
3. In the Bid Response Text box, type your
bid and any comments pertaining to your
offer to transport the uncovered load.
4. Click Submit.

Reject the uncovered load,

Take these actions:


1. Click Reject. The Rejection Response
window appears.
2. From the Carrier Code drop-down list,
select the carrier.
3. In the Bid Response Text box, type a
reason for the rejection.
4. Click Submit.

View and Manage Load Details for an Available Load


Use this procedure to view the details of an available load (carrier move). Additionally, you can:
Attach a file to the load record.
Accept or reject the offer for a tendered load.
Bid on or reject an uncovered load.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Available Loads in the Grid View.

To view and manage load details for an available load:


1. From the role drop-down list, select Carrier.
2. Select the Available Loads tab. The Available Loads page appears.
3. Find the load for which you want to view its details.

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4. Click the load identifier such as the bill of lading (BOL) number. The Load Detail page appears.

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5. View the general information for the load:
1. Click General.
2. View this information.
Field

Description

Identification Area
Load

Unique identifier assigned to a load. A load is a


collection of freight, from one or more stops,
that has been shipped together (also known as
a carrier move).

BOL

Bill of lading number. A carrier's contract and


receipt for goods that it agrees to transport
from one place to another, and to deliver to a
designated person or consignee for
compensation upon the stated conditions.

PRO

Progressively rotating order number. A billing


number assigned by the carrier and used to
assist in tracking a shipment. It is usually a
combination of the shipper number and a
sequential number.

Equipment Area
Trailer

Identifier of the trailer.

2nd Trailer

Identifier of the second trailer, if any.

Tractor

Identifier of the tractor, or cab, that is pulling


the trailer, if any.

Driver Area
Name

Name of the driver.

Number

Identifier of the driver, if any.

Order/PO Area
Order Number

Unique number that identifies an order.

PO Number

Purchase order number. Unique identifier for a


purchase order.

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6. View the route information:
1. Click Route.

2. View this information.


Field

Description

Planned Arrival

Date and time that the load is planned to be


picked up from or delivered to the address.

Contact Information

Contact person at this stop.

Appointment

Scheduled date and time for a carrier to have a


trailer arrive for pickup and/or delivery. Text will
appear if an appointment has not been
scheduled (Needs Appointment) or if an
appointment is not required (No Appointments
Needed).

Quantity

Number of units to be picked up/dropped off at


the stop.

Load Time

Time spent at the stop.

Size

Size details (weight and/or cubic volume) of the


units on the load to be picked up/dropped off at
the stop.

Restrictions

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7. For a tendered load, view the tendered offer:
1. Click Charges.

2. View this information.


Field

Description

Charge Type

Detailed component of an overall freight


charge. The charge type may appear on an
invoice. Examples of charge types are line haul
charges, fuel surcharges, inside delivery
charges, stop charges and accessorial
charges.

Description

Meaningful summary identifying the purpose of


the tendered charge.

Address

Location for a stop-specific charge.

Amount

Amount of the charge for the charge type.

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8. View the equipment and service restriction information:
1. Click Restrictions.

2. In the Equipment area, click Eligible or Ineligible as required.


3. View this equipment information.
Field

Description

Restriction

Identifies whether the equipment is eligible or


ineligible for assignment to the load.

Type

Identifier of the type of equipment used to


transport freight.

Group

Transportation equipment category to which


the equipment type belongs that describes the
equipment's function in transporting freight.

Max Weight

Maximum weight capacity of the equipment.

Max Volume

Maximum cubic volume capacity of the


equipment.

Max Pallets

Maximum number of pallets allowed based on


the equipment's capacity.

4. In the Service Restrictions area, view this service restriction information.


Field

Description

Service Condition

Service-related requirement for the


transportation provider, driver and/or carrier.

Restriction Origin

Entity to which the service restriction was


applied in RedPrairie Transportation
Management.

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9. View notes and attached files:
1. Click Notes/Files.

2. View this information.


Field

Description

Notes Area
Note Origin

Entity to which the note was applied in


RedPrairie Transportation Management.

Note

Text for notes or special instructions.

Date

Date and time that the note was added.

Attachments Area
Upload File

Type of document you want to associate with


the attached file.

File Name

Name of the attached file.

Type

Type of the attachment.

Attach To

Identifier of the load to which the file is


attached.

User

User who attached the file.

Date

Date and time that the file was attached.

3. To view an attachment, click the file name of the attachment.


4. If desired, attach a file:
1. From the Upload File drop-down list, select the file type.
2. Click Choose File. The Choose File to Upload window appears.
3. Select the file that you want to attach.
4. Click Open. The file you selected is attached.

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10. If desired, take one of these actions.
If the available load is...

And you want to...

Then...

Tendered,

Accept the load,

Click Accept.

Tendered,

Reject the load,

Take these actions:


1. Click Reject. The
Rejection Reason window
appears.
2. Type a reason for the
rejection.
3. Click Submit.

Uncovered,

Bid on the uncovered load,

Take these actions:


1. Click Bid. The Bid
Response window
appears.
2. From the Carrier Code dr
op-down list, select the
carrier.
3. In the Bid Response
Text box, type your bid
and any comments
pertaining to your offer to
transport the uncovered
load.
4. Click Submit.

Uncovered,

Reject the uncovered load,

Take these actions:


1. Click Reject. The
Rejection Response
window appears.
2. From the Carrier Code dr
op-down list, select the
carrier.
3. In the Bid Response
Text box, type a reason
for the rejection.
4. Click Submit.

View Route Information for an Available Load

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Use this procedure to view this route information for an available load (carrier move):
Stop number
Pickup and delivery addresses
Contact information
Item quantity and size information
Loading or unloading time at a stop
Equipment and/or service restrictions
Appointment details

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Available Loads in the Grid View.

To view route information for an available load:


1. From the role drop-down list, select Carrier.
2. Select the Available Loads tab. The Available Loads page appears.
3. Find the available load for which you want to view route information.
4. Click Route. The Route window appears.

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5. View this information.
Field

Description

Planned Arrival

Date and time that the load is planned to be picked


up from or delivered to the address.

Planned Departure

Date and time that the load is planned to depart


from the address, or the freight delivery for the
load is planned to be completed at the address.

Contact Information

Contact person at this stop.

Appointment

Scheduled date and time for a carrier to have a


trailer arrive for pickup and/or delivery. Text will
appear if an appointment has not been scheduled
(Needs Appointment) or if an appointment is not
required (No Appointments Needed).

Quantity

Number of units to be picked up/dropped off at the


stop.

Load Time

Time spent at the stop.

Size

Size details (weight and/or cubic volume) of the


units on the load to be picked up/dropped off at the
stop.

Restrictions

Restrictions for the load.

6. When you are finished viewing the route information for the available load, click

View Restriction Information for an Available Load


Use this procedure to view the equipment and service restriction information for an available load (carrier move).

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Available Loads in the Grid View.

To view restriction information for an available load:


1. From the role drop-down list, select Carrier.
2. Select the Available Loads tab. The Available Loads page appears.
3. Find the available load for which you want to view restriction information.

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4. Click Restrictions. The Restrictions window appears.

5. View equipment restrictions:


1. Click Equipment.
2. View this information.
Field

Description

Restriction

Identifies whether the equipment is eligible or


ineligible for assignment to the load.

Type

Identifier of the type of equipment used to


transport freight.

Group

Transportation equipment category to which


the equipment type belongs that describes the
equipment's function in transporting freight.

Max Weight

Maximum weight capacity of the equipment.

Max Volume

Maximum cubic volume capacity of the


equipment.

Max Pallets

Maximum number of pallets allowed based on


the equipment's capacity.

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6. View service restrictions:
1. Click Service.

2. View this information.


Field

Description

Service Condition

Service-related requirement for the


transportation provider, driver and/or carrier.

Restriction Origin

Entity to which the service restriction was


applied in RedPrairie Transportation
Management.

7. When you are finished viewing the restriction information for the available load, click

View Note and Attached File Information for an Available


Load
Use this procedure to view note and attached file information for an available load (carrier move). You can also
attach a file to the load record.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Available Loads in the Grid View.

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To view note and attached file information for an available load:
1. From the role drop-down list, select Carrier.
2. Select the Available Loads tab. The Available Loads page appears.
3. Find the available load for which you want to view notes and/or attached files.
4. Click Notes/Files. The Attachments window appears.

5. View notes:
1. Click Notes.
2. View this information.
Field

Description

Note Origin

Entity to which the note was applied in


RedPrairie Transportation Management.

Note

Text for notes or special instructions.

Date

Date and time that the note was added.

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6. View attached files:
1. Click Files.

2. View this information.


Field

Description

Upload File

Type of document you want to associate with


the attached file.

File Name

Name of the attached file.

Type

Type of the attachment.

Attach To

Identifier of the load to which the file is


attached.

User

User who attached the file.

Date

Date and time that the file was attached.

3. To view an attachment, click the file name of the attachment.


4. If desired, attach a file:
1. From the Upload File drop-down list, select the file type.
2. Click Choose File. The Choose File to Upload window appears.
3. Select the file that you want to attach.
4. Click Open. The file you selected is attached.
7. When you are finished viewing the note and attached file information for the available load, click

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Work with Available Loads in the Grid View


You can view and manage data in a card or grid view. This procedure provides the steps when working with
available loads in the grid view.
To work with available loads in the grid view:
1. From the role drop-down list, select Carrier.
2. Select the Available Loads tab. The Available Loads page appears.
3. If you have not already done so, click View Grid Layout

. The data appears in a grid view.

4. If desired, take one of these actions:


Click Expand Address to show the address details.
Click Collapse Address to hide the address details.
5. View this information.
Field

Description

Carrier

Unique code identifying an authorized carrier.

Load

Unique identifier assigned to a load. A load is a


collection of freight, from one or more stops, that
has been shipped together (also known as a
carrier move).

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BOL Number

Bill of lading number. A carrier's contract and


receipt for goods that it agrees to transport from
one place to another, and to deliver to a
designated person or consignee for compensation
upon the stated conditions.

PRO Number

Progressively rotating order number. A billing


number assigned by the carrier and used to assist
in tracking a shipment. It is usually a combination
of the shipper number and a sequential number.

Type

State of the available load. These are the valid


values:
Tendered Identifies an available load that
a shipper has offered to you to transport
that has a tendered value, but you have not
yet accepted or rejected the offer.
Uncovered Identifies a load that a
shipper has offered to you and other
carriers to transport that do not have a
tendered value, and you have not yet bid on
or rejected the load.

Expiration Date

Date and time that the tender offer expires, and


the load will no longer be available.

Tendered Charges

Amount of the tendered offer.

Origin Address

Address from which the load will be picked up.

Origin Arrival Date

Date and time that the load will be picked up from


the origin address.

Destination Address

Address to which the load will be delivered.

Destination Arrival Date

Date and time that the load will be delivered to the


destination address.

Stops

Number of stops on the load route.

Distance

Total distance that will be traveled to deliver the


load from the origin to the destination.

Pallets

Total number of pallets to be transported on the


load.

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Cases

Total number of cases to be transported on the


load.

Cube

Total cubic volume of the freight to be transported


on the load.

Weight

Total weight of the freight for the entire load.

6. Take one or more of these actions.


If you want to...

Then...

View all of the available loads,

Click All.

View only tendered loads,

Click Tendered.

View only uncovered loads,

Click Uncovered.

Accept a tendered load,

Select the check box next to the row of the


tendered load that you want to accept, and then
click Accept.

Reject a tendered load,

Take these actions:


1. Select the check box next to the row of the
tendered load that you want to reject.
2. Click Reject. The Rejection Response
window appears.
3. Type a reason for the rejection.
4. Click Submit.

Bid on an uncovered load,

Take these actions:


1. Select the check box next to the row of the
uncovered load that you want to bid on.
2. Click Bid. The Bid Response window
appears.
3. From the Carrier Code list, select the
carrier.
4. In the Bid Response Text box, type your
bid and any comments pertaining to your
offer to transport the uncovered load.
5. Click Submit.

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Reject an uncovered load,

Take these actions:


1. Select the check box next to the row of the
tendered load that you want to reject.
2. Click Reject. The Rejection Response
window appears.
3. From the Carrier Code list, select the
carrier.
4. In the Bid Response Text box, type a
reason for the rejection.
5. Click Submit.

View the details for a load,

Select the check box next to the row of the


available load for which you want to view details,
and then click View. For more information, see Vie
w and Manage Load Details for an Available Load.

Export data to a CSV file,

See Export Data to a CSV File in Carrier Portal.

Generate a report as a PDF file,

See Generate a Report in Carrier Portal.

Refresh the page,

Click

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Accepted Loads User Guide


Accepted Loads
Description

Description
An accepted load is a load (carrier move) that you (the carrier) have agreed to transport by accepting the
tendered offer from the shipper, or by bidding on the load and the shipper accepting your bid.
You can view and manage accepted loads that are in either of these states:
Current Loads that have been accepted and are scheduled for pickup/delivery during, or previous to,
the current day.
Upcoming Loads that have been accepted but are scheduled for pickup/delivery past the current day.
When working with accepted loads, you can view the loads that have been accepted by you and perform these
actions:
Add a status and/or location for a load. For example, you may want to send a status message when a
driver arrives at a particular stop. You can also provide status on the driver's current location.
Add or modify an appointment for a load.
Additionally, you can view:
Loads that have been accepted and need a status update.
Loads that have been accepted and are missing an appointment.
Load details for an accepted load.

Appointments
Description
Schedule Page

Description
An appointment is a scheduled date and time for a carrier to have a trailer arrive for pickup and/or delivery of a
load (carrier move). Appointments can be configured to be:

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Required. When appointments are required, they can be automatically created by the system or
suggested by the system which then requires that you manually schedule them. Once an appointment
has been scheduled (automatically or manually), you can modify the appointment information.
Not required. When appointments are not required or when docks are not configured in RedPrairie
Transportation Management, appointment functionality is not available.

Schedule Page
When the appointment functionality is available, you manage appointments on the Schedule page. For more
information, see Schedule or Reschedule an Appointment for an Accepted Load.
This image is an example of the Schedule page.

This table describes the general elements on the Schedule page.


Key

Element

Description

Appointment Calendar

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Visual representation of the
available docks and scheduled
appointments. You can schedule
appointments at a dock for a stop
by clicking the Add Appointment
button or by double-clicking an
appointment block. These are the
valid statuses for the appointment
blocks appearing in the
appointment calendar:

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Unavailable (Dark Gray)


Identifies the dock door is
unavailable for this time
because it is closed or has
reached capacity and
cannot handle another
appointment.
Suggested (White)
Identifies a
system-generated,
suggested appointment for
the current load at the dock
door at the indicated time for
the stop selected in the stop
indicator. A suggested
appointment can be
modified. Since this is a
suggested appointment, you
must confirm and schedule
the appointment. Once
scheduled, the appointment
appears in blue.
Current (Dark Blue)
Identifies a scheduled
appointment for the current
load at the dock door at the
indicated time for the stop
selected in the stop
indicator.
Other Appointment (Light
Gray) Identifies a
scheduled appointment for
another load at the dock
door at the indicated time at
the same facility.

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Stop Indicator

Visual representation of the stops


on a load. For example, if there are
three stops, the three stops will be
visually represented in the stop
indicator. Clicking a stop on the
stop indicator lets you select and
manage appointment scheduling
for that specific stop. These are the
valid statuses for the stops:
Unavailable (Dark Gray)
Indicates a stop for which no
appointments can be
scheduled because there
are no docks configured in
Transportation
Management.
Suggested (White)
Indicates a stop that is
currently not selected in the
stop indicator but needs an
appointment scheduled.
Current (Dark Blue)
Indicates the stop that is
selected in the stop indicator
and for which you are
currently viewing the
appointment calendar and
managing appointments.
Scheduled (Light Blue)
Indicates a stop that is
currently not selected in the
stop indicator but has an
appointment scheduled.

Status Legend

Color-coded status indicators for


the appointment blocks shown on
the appointment calendar and the
stops on the stop indicator.

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Status Updates
Description

Description
Status updates are messages from you to a shipper used to communicate the status of a load (carrier move)
that you have accepted for transport. For example, you may want to send a status message when a load arrives
at, or departs from, a particular stop. You can also send status messages to schedule pickup and delivery times,
or to report the temperature of a load.
Status updates can be configured as:
Required. When status updates are required, you must enter updates according to a specified date and
time. If a status is not updated by the specified date and time, you will see a visual reminder on the Status
window to update the status. For example, when you click the Status button on the Accepted Loads page,
required statuses will appear in red on the Status window. Additionally, a late status is considered
missing, and you are alerted on the Dashboard and Accepted Loads page by the number of records
missing a status update. When not required, you can also add status updates regarding the load as
needed.
Not required. When status updates are not required, you can add status updates as needed.
You can update status by clicking the Status button on the Accepted Loads page or the Statuses tab on the
Load Detail page.

Current Location Updates


Description

Description
Knowing the driver's current location as it relates to the timeliness of deliveries is critical in meeting delivery
appointments. A driver through Carrier Portal or through a dispatch call can update their current location for a
load (carrier move) plan. When the driver notifies the system of their current position, RedPrairie Transportation
Management can make the determination as to whether the driver will meet their scheduled appointment.
The system calculates the approximate delivery time based on the city or postal code the driver enters. It then
compares the calculated delivery time to the expected delivery time. The system can be set up to notify
dispatchers of the status change in deliveries. For example, if the delivery will not make the appointment time or
delivery window, a RedPrairie Event Management alert will be sent to those users subscribed to receive these
types of alerts. If the driver will not be late, no Event Management alert is sent.

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You can update current location by clicking the Status button on the Accepted Loads page or the Statuses tab
on the Load Detail page.

View Accepted Loads to Manage Appointments, Statuses


and Locations
Use this procedure to view the loads (carrier moves) that you have accepted to transport, and then manage the
appointments and statuses for those accepted loads.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Accepted Loads in the Grid View.

To view accepted loads to manage appointments, statuses and locations:


1. From the role drop-down list, select Carrier.
2. Select the Accepted Loads tab. The Accepted Loads page appears.

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3. Take one or more of these actions.
If you want to...

Then...

View all of your accepted loads,

Click All.

View the accepted loads that are scheduled for

Click Current.

pickup/delivery during, or previous to, the current


day,
View the accepted loads that are scheduled for

Click Upcoming.

pickup/delivery after the current day,


Update the driver's current location,

Click Status. See Update Status and Location for


an Accepted Load.

Update the status of a load for a stop,

Click Status. See Update Status and Location for


an Accepted Load.

Schedule or reschedule an appointment for a load,

Click Appointment. See Schedule or Reschedule


an Appointment for an Accepted Load.

View accepted loads that are missing a status,

Click Missing Status. See Update Status and


Location for an Accepted Load.

View accepted loads that are missing an

Click Missing Appointment. See Schedule or

appointment,

Reschedule an Appointment for an Accepted Load


.

View the details for an accepted load,

Click the load identifier such as the bill of lading


(BOL) number. See View and Manage Load
Details for an Accepted Load.

View route information for an accepted load,

Click Route. For more information, see View


Route Information for an Accepted Load.

View equipment and service restriction information

Click Restrictions. For more information, see Vie

for an accepted load (if available),

w Restriction Information for an Accepted Load.

View notes and attached files for an accepted load

Click Notes/Files. For more information, see View

(if available),

Note and Attached File Information for an


Accepted Load.

Export data to a CSV file,

See Export Data to a CSV File in Carrier Portal.

Generate a report as a PDF file,

See Generate a Report in Carrier Portal.

Refresh the page,

Click

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Update Status and Location for an Accepted Load


Use this procedure to update the status of a load (carrier move) at a stop (such as when a load arrives at, or
departs from, a particular stop) and/or the current location of the load.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Accepted Loads in the Grid View.

To update status and location for an accepted load:


1. From the role drop-down list, select Carrier.
2. Select the Accepted Loads tab. The Accepted Loads page appears.
3. Find the load for which you want to update status and current location.
4. Click Status. The Status window appears.

5. Manage status information for a stop:

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1. If status information is missing, take these actions to update the status information for a stop:

Note
When a status is missing, the status due date appears in red next to the stop information.
A status is only considered missing when it is required by the shipper and the stop's
arrival or departure time has passed.

1. Click Status.
2. In the date box, type or select from the calendar the actual arrival or departure date.
3. In the time box, from the drop-down list, select the time.
4. Click Submit.
5. Continue to enter missing stop status information as required.
2. If desired, add an optional stop status:
1. Enter or modify this information.
Field

Description

Stop

Number and address of the stop on the load


for the status update.

Update Status

Status or action taken at the stop.

Update Reason

Reason that the status for this stop on the


load was updated.

Status Date

Date of the stop's status update.

Status Time

Time of the stop's status update.

Temperature

Current temperature inside for a closed


trailer or outside for an open trailer.

2. Click Submit.

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3. If desired, view stop status history:
1. If required, scroll to the Status History area.
2. View this information.
Field

Description

Status

Status or action taken at the stop.

Reason

Reason that the status for this stop on the


load was updated.

Date

Date and time that the status was


submitted.

Stop

Number of the stop on the load for the


status update.

Address

Location for a stop.

Temperature

Recorded temperature inside for a closed


trailer or outside for an open trailer.

Submitted At

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6. Update current location:
1. Click Location.

2. Enter or modify this information.


Field

Description

City

Name of city of present location.

State

State abbreviation of present location.

Postal Code

Postal code of present location.

Country

Country of present location.

Temperature

Current temperature inside a closed trailer or


outside an open trailer.

Next Stop

Next location/facility that you are scheduled to


pick up or deliver a shipment.

3. Click Submit.
7. When you are finished updating the status and location information for the accepted load, click

Schedule or Reschedule an Appointment for an Accepted


Load
Use this procedure to schedule or reschedule an appointment for an accepted load.

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Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Accepted Loads in the Grid View.

To schedule or reschedule an appointment for an accepted load:


1. From the role drop-down list, select Carrier.
2. Select the Accepted Loads tab. The Accepted Loads page appears.
3. Find the load for which you want to maintain appointments.
4. Click Appointment. The Schedule page appears.

5. Click the stop indicator (

) to select the stop for which you want to manage an appointment.

6. Schedule an appointment for an accepted load:

Note
Some stops may be unavailable for appointment scheduling if the facility associated with the
stop is undefined.

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1. Click Add Appointment. The Add Appointment window appears.

Note
If your system is configured to make suggested appointments based on facility hours and
dock capacity, you can move your cursor over the system-suggested appointment to
review the appointment details and then click the appointment to open the Add
Appointment window.

2. Click Appointment.

Note
If you want to view the next available appointment, click Next Available.

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3. Enter this information.
Field

Description

Carrier

(Display only.) Unique code identifying an


authorized carrier.

Start Time

Date and time that the appointment begins.

End Time

Date and time that the appointment is over.

Dock Slot

Collection of one or more dock doors or


locations in the warehouse where inventory is
received in or shipped out.

Type

Type of appointment. These are the valid


values:
Standard An appointment at a stop.
Exception An appointment used to
prevent a standard appointment from
being made.

4. If desired, add a note:


1. Click Notes.

2. In the note box, type the information that you want to save for the appointment.
3. Click Add Note.
5. If desired, add associated stops:

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Note
If there are additional less than truckload (LTL) loads shipping from or being delivered to
the same stop on the same day with the same carrier, you can associate them with this
appointment and schedule multiple accepted LTL loads as one appointment.

1. Click Associated Stops.

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2. View this information.
Field

Description

Stop

Number of the stop on the load.

Load

Unique identifier assigned to a load. A load


is a collection of freight, from one or more
stops, that has been shipped together (also
known as a carrier move).

Bill of Lading

Bill of lading number. A carrier's contract


and receipt for goods that it agrees to
transport from one place to another, and to
deliver to a designated person or consignee
for compensation upon the stated
conditions.

PRO Number

Progressively rotating order number. A


billing number assigned by the carrier and
used to assist in tracking a shipment. It is
usually a combination of the shipper
number and a sequential number.

IMPORTANT
The stop on the load for which you are currently scheduling an appointment will
appear and will be selected by default. Do not disassociate this stop from the
appointment.

3. If you want to associate additional LTL loads shipping from or being delivered to the same
stop on the same day with the same carrier with this appointment, then select the check box
next to a stop that you want to associate with the appointment; otherwise, clear it.
6. Click Schedule and then Yes.
7. Reschedule an appointment for an accepted load:

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1. Click the appointment that you want to reschedule. The Schedule Appointment window appears.

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2. Enter or modify this information.
Field

Description

Carrier

(Display only.) Unique code identifying an


authorized carrier.

Start Time

Date and time that the appointment begins.

End Time

Date and time that the appointment is over.

Dock Slot

Collection of one or more dock doors or


locations in the warehouse where inventory is
received in or shipped out.

Type

Type of appointment. These are the valid


values:
Standard An appointment at a stop.
Exception An appointment used to
prevent a standard appointment from
being made.

Change Reason Code

Code that identifies the reason the appointment


was rescheduled or cancelled.

Change Reason

Text field for notes associated with the


appointment.

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3. If desired, add or modify a note:
1. Click Notes.

2. In the note box, type the information that you want to save for the appointment.
3. Click Add Note.
4. If desired, add or modify associated stops:

Note
If there are additional less than truckload (LTL) loads shipping from or being delivered to
the same stop on the same day with the same carrier, you can associate them with this
appointment and schedule multiple accepted LTL loads as one appointment.

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1. Click Associated Stops.

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2. View this information.
Field

Description

Stop

Number of the stop on the load.

Load

Unique identifier assigned to a load. A load


is a collection of freight, from one or more
stops, that has been shipped together (also
known as a carrier move).

Bill of Lading

Bill of lading number. A carrier's contract


and receipt for goods that it agrees to
transport from one place to another, and to
deliver to a designated person or consignee
for compensation upon the stated
conditions.

PRO Number

Progressively rotating order number. A


billing number assigned by the carrier and
used to assist in tracking a shipment. It is
usually a combination of the shipper
number and a sequential number.

Note
The stop on the load for which you are currently rescheduling an appointment
must be selected. You cannot disassociate this stop from the appointment.

3. If you want to modify the association of additional LTL loads shipping from or being
delivered to the same stop on the same day with the same carrier with this appointment,
then select (associate) or clear (disassociate) the check box next to the stop.
5. Click Schedule and then Yes.

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8. Cancel an appointment:
1. Click the appointment that you want to cancel. The Schedule Appointment window appears.

2. Click Remove and then Yes.

View Route Information for an Accepted Load


Use this procedure to view this route information for an accepted load (carrier move):
Stop number
Pickup and delivery addresses
Contact information
Item quantity and size information
Loading or unloading time at a stop
Equipment and/or service restrictions
Appointment details

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Accepted Loads in the Grid View.

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To view route information for an accepted load:
1. From the role drop-down list, select Carrier.
2. Select the Accepted Loads tab. The Accepted Loads page appears.
3. Find the accepted load for which you want to view route information.
4. Click Route. The Route window appears.

5. View this information.


Field

Description

Actual Arrival

Date and time that the load was picked up from or


delivered to the address.

Planned Arrival

Date and time that the load is planned to be picked


up from or delivered to the address.

Contact Information

Contact person at this stop.

Appointment

Scheduled date and time for a carrier to have a


trailer arrive for pickup and/or delivery. Text will
appear if an appointment has not been scheduled
(Needs Appointment) or if an appointment is not
required (No Appointments Needed).

Quantity

Number of units to be picked up/dropped off at the


stop.

Load Time

Time spent at the stop.

Size

Size details (weight and/or cubic volume) of the


units on the load to be picked up/dropped off at the
stop.

Restrictions

Restrictions for the load.

6. When you are finished viewing the route information for the accepted load, click

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View Restriction Information for an Accepted Load


Use this procedure to view the equipment and service restriction information for an accepted load (carrier move).

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Accepted Loads in the Grid View.

To view restriction information for an accepted load:


1. From the role drop-down list, select Carrier.
2. Select the Accepted Loads tab. The Accepted Loads page appears.
3. Find the accepted load for which you want to view restriction information.
4. Click Restrictions. The Restrictions window appears.

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5. View equipment restrictions:
1. Click Equipment.
2. View this information.
Field

Description

Restriction

Identifies whether the equipment is eligible or


ineligible for assignment to the load.

Type

Identifier of the type of equipment used to


transport freight.

Group

Transportation equipment category to which


the equipment type belongs that describes the
equipment's function in transporting freight.

Max Weight

Maximum weight capacity of the equipment.

Max Volume

Maximum cubic volume capacity of the


equipment.

Max Pallets

Maximum number of pallets allowed based on


the equipment's capacity.

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6. View service restrictions:
1. Click Service.

2. View this information.


Field

Description

Service Condition

Service-related requirement for the


transportation provider, driver and/or carrier.

Restriction Origin

Entity to which the service restriction was


applied in RedPrairie Transportation
Management.

7. When you are finished viewing the restriction information for the accepted load, click

View Note and Attached File Information for an Accepted


Load
Use this procedure to view note and attached file information for an accepted load (carrier move). You can also
attach a file to the load record.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Accepted Loads in the Grid View.

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To view note and attached file information for an accepted load:
1. From the role drop-down list, select Carrier.
2. Select the Accepted Loads tab. The Accepted Loads page appears.
3. Find the accepted load for which you want to view notes and/or attached files.
4. Click Notes/Files. The Attachments window appears.

5. View notes:
1. Click Notes.
2. View this information.
Field

Description

Note Origin

Entity to which the note was applied in


RedPrairie Transportation Management.

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Note

Text for notes or special instructions.

Date

Date and time that the note was added.

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6. View attached files:
1. Click Files.

2. View this information.


Field

Description

Upload File

Type of document you want to associate with


the attached file.

File Name

Name of the attached file.

Type

Type of the attachment.

Attach To

Identifier of the load to which the file is


attached.

User

User who attached the file.

Date

Date and time that the file was attached.

3. To view an attachment, click the file name of the attachment.


4. If desired, attach a file:
1. From the Upload File drop-down list, select the file type.
2. Click Choose File. The Choose File to Upload window appears.
3. Select the file that you want to attach.
4. Click Open. The file you selected is attached.
7. When you are finished viewing the note and attached file information for the accepted load, click

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View and Manage Load Details for an Accepted Load


Use this procedure to view the details of an accepted load (carrier move). Additionally, you can:
Add a load identifier or shipment tracking number (such as a progressively rotating order [PRO] number)
for the load.
Add or modify equipment and driver information associated with the load.
Attach a file to the load record.
Manage the status information for the load. You can:
Update missing stop statuses.
Add an optional stop status.
View stop status history.
Update the driver's current location on the load.
Reject the tender of a previously accepted load as long as the load has not started and is not in transit.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Accepted Loads in the Grid View.

To view and manage load details for an accepted load:


1. From the role drop-down list, select Carrier.
2. Select the Accepted Loads tab. The Accepted Loads page appears.
3. Find the load for which you want to view its details.
4. Click the load identifier such as the bill of lading (BOL) number. The Load Detail page appears.

5.
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5. View and modify the general information for the load:
1. Click General.

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2. View or modify this information.

Note
Some of the fields may not be available for modification.

Field

Description

Identification Area
Load

Unique identifier assigned to a load. A load is a


collection of freight, from one or more stops,
that has been shipped together (also known as
a carrier move).

BOL

Bill of lading number. A carrier's contract and


receipt for goods that it agrees to transport
from one place to another, and to deliver to a
designated person or consignee for
compensation upon the stated conditions.

PRO

Progressively rotating order number. A billing


number assigned by the carrier and used to
assist in tracking a shipment. It is usually a
combination of the shipper number and a
sequential number.

Equipment Area
Trailer

Identifier of the trailer.

2nd Trailer

Identifier of the second trailer, if any.

Tractor

Identifier of the tractor, or cab, that is pulling


the trailer, if any.

Driver Area
Name

Name of the driver.

Number

Identifier of the driver, if any.

Order/PO Area
Order Number

Unique number that identifies an order.

PO Number

Purchase order number. Unique identifier for a


purchase order.

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6. View the route information:


1. Click Route.

2. View this information.


Field

Description

Actual Arrival

Date and time that the load was picked up from


or delivered to the address.

Expected Arrival

Date and time that the load is expected to be


picked up from or delivered to the address.

Planned Arrival

Date and time that the load is planned to be


picked up from or delivered to the address.

Contact Information

Contact person at this stop.

Appointment

Scheduled date and time for a carrier to have a


trailer arrive for pickup and/or delivery. Text will
appear if an appointment has not been
scheduled (Needs Appointment) or if an
appointment is not required (No Appointments
Needed).

Quantity

Number of units to be picked up/dropped off at


the stop.

Load Time

Time spent at the stop.

Size

Size details (weight and/or cubic volume) of the


units on the load to be picked up/dropped off at
the stop.

Restrictions

Restrictions for the load.

3. To view the order details at each stop, in the grid, click the stop number.

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7. View the charges information:
1. Click Charges.

2. View this information.


Field

Description

Charge Type

Detailed component of an overall freight


charge. The charge type may appear on an
invoice. Examples of charge types are line haul
charges, fuel surcharges, inside delivery
charges, stop charges and accessorial
charges.

Description

Meaningful summary identifying the purpose of


the tendered charge.

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Address

Location for a stop-specific charge.

Amount

Amount of the charge for the charge type.

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8. View the equipment and service restriction information:
1. Click Restrictions.

2. In the Equipment area, click Eligible or Ineligible as required.


3. View this equipment information.
Field

Description

Restriction

Identifies whether the equipment is eligible or


ineligible for assignment to the load.

Type

Identifier of the type of equipment used to


transport freight.

Group

Transportation equipment category to which


the equipment type belongs that describes the
equipment's function in transporting freight.

Max Weight

Maximum weight capacity of the equipment.

Max Volume

Maximum cubic volume capacity of the


equipment.

Max Pallets

Maximum number of pallets allowed based on


the equipment's capacity.

4. In the Service Restrictions area, view this service restriction information.


Field

Description

Service Condition

Service-related requirement for the


transportation provider, driver and/or carrier.

Restriction Origin

Entity to which the service restriction was


applied in RedPrairie Transportation
Management.

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9. View notes and attached files:
1. Click Notes/Files.

2. View this information.


Field

Description

Notes Area
Note Origin

Entity to which the note was applied in


RedPrairie Transportation Management.

Note

Text for notes or special instructions.

Date

Date and time that the note was added.

Attachments Area
Upload File

Type of document you want to associate with


the attached file.

File Name

Name of the attached file.

Type

Type of the attachment.

Attach To

Identifier of the load to which the file is


attached.

User

User who attached the file.

Date

Date and time that the file was attached.

3. To view an attachment, click the file name of the attachment.


4. If desired, attach a file:
1. From the Upload File drop-down list, select the file type.
2. Click Choose File. The Choose File to Upload window appears.
3. Select the file that you want to attach.
4. Click Open. The file you selected is attached.
10. Manage status information for a stop:

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1. Click Statuses.

2. If status information is missing, take these actions to update the status information for a stop:

Note
When a status is missing, the status due date appears in red next to the stop information.
A status is only considered missing when it is required by the shipper and the stop's
arrival or departure time has passed.

1. In the date box, type or select from the calendar the actual arrival or departure date.
2. In the time box, from the drop-down list, select the time.
3. Click Submit.
4. Continue to enter missing stop status information as required.
3. If desired, add an optional stop status:
1. Enter this information.
Field

Description

Stop

Number and address of the stop on the load


for the status update.

Update Status

Status or action taken at the stop.

Update Reason

Reason that the status for this stop on the


load was updated.

Status Date

Date of the stop's status update.

Status Time

Time of the stop's status update.

Temperature

Current temperature inside for a closed


trailer or outside for an open trailer.

2. Click Submit.

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4. In the Status History area, view stop status history.
Field

Description

Status

Status or action taken at the stop.

Reason

Reason that the status for this stop on the load


was updated.

Date

Date and time that the status was submitted.

Stop

Number of the stop on the load for the status


update.

Address

Location for a stop.

Temperature

Recorded temperature inside for a closed


trailer or outside for an open trailer.

Submitted At

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11. If desired, update current location:
1. Click Location.

2. Enter this information.


Field

Description

City

Name of city of present location.

State

State abbreviation of present location.

Postal Code

Postal code of present location.

Country

Country of present location.

Temperature

Current temperature inside a closed trailer or


outside an open trailer.

Next Stop

Next location/facility that you are scheduled to


pick up or deliver a shipment.

3. Click Submit.
12. Take one of these actions.
If you want to...

Then...

Save any changes that you have made to the

Click Save.

accepted load,
Reject the accepted load,

Take these actions:


1. Click Reject. The Rejection Reason window
appears.

Note
You can reject an accepted load as long
as the load has not started.

2. From the drop-down list, select a reason for


the rejection.
3. Click Submit.

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View Accepted Loads Missing a Status


Use this procedure to view the loads (carrier moves) that are missing a status.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Accepted Loads in the Grid View.

To view accepted loads missing a status:


1. From the role drop-down list, select Carrier.
2. Select the Accepted Loads tab. The Accepted Loads page appears.
3. Select Missing Status.
4. Take one or more of these actions.
If you want to...

Then...

Add a status for the load,

Click Status. For more information, see Update


Status and Location for an Accepted Load.

View details for the load,

Click the load identifier such as the bill of lading


(BOL) number. For more information, see View
and Manage Load Details for an Accepted Load.

Export data to a CSV file,

See Export Data to a CSV File in Carrier Portal.

Generate a report as a PDF file,

See Generate a Report in Carrier Portal.

Refresh the page,

Click

View Accepted Loads Missing an Appointment


Use this procedure to view the loads (carrier moves) that are missing an appointment.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Accepted Loads in the Grid View.

To view accepted loads missing an appointment:


1. From the role drop-down list, select Carrier.
2. Select the Accepted Loads tab. The Accepted Loads page appears.

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3. Click Missing Appointment.
4. Take one or more of these actions.
If you want to...

Then...

Add or modify an appointment for the load,

Click Appointment. For more information, see Sc


hedule or Reschedule an Appointment for an
Accepted Load.

View the details for the load,

Click the load identifier such as the bill of lading


(BOL) number. For more information, see View
and Manage Load Details for an Accepted Load.

Export data to a CSV file,

See Export Data to a CSV File in Carrier Portal.

Generate a report as a PDF file,

See Generate a Report in Carrier Portal.

Refresh the page,

Click

Work with Accepted Loads in the Grid View


You can view and manage data in a card or grid view. This procedure provides the steps when working with
accepted loads in the grid view.
To work with accepted loads in the grid view:
1. From the role drop-down list, select Carrier.
2. Select the Accepted Loads tab. The Accepted Loads page appears.

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3. If you have not already done so, click View Grid Layout

. The data appears in a grid view.

4. If desired, take one of these actions:


Click Expand Address to show the address details.
Click Collapse Address to hide the address details.

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5. View this information.
Field

Description

Carrier

Unique code identifying an authorized carrier.

Load

Unique identifier assigned to a load. A load is a


collection of freight, from one or more stops, that
has been shipped together (also known as a
carrier move).

BOL Number

Bill of lading number. A carrier's contract and


receipt for goods that it agrees to transport from
one place to another, and to deliver to a
designated person or consignee for compensation
upon the stated conditions.

PRO Number

Progressively rotating order number. A billing


number assigned by the carrier and used to assist
in tracking a shipment. It is usually a combination
of the shipper number and a sequential number.

Tendered Charges

Amount of the charge being applied to the invoice.

Origin Address

Address from which the load was picked up.

Origin Arrival Date

Date and time that the load was picked up from


the origin address.

Destination Address

Address to which the load was delivered.

Destination Arrival Date

Date and time that the load was delivered to the


destination address.

Stops

Number of stops on the load route.

Distance

Total distance traveled to deliver the load from the


origin to the destination.

Pallets

Total number of pallets for the entire load.

Cases

Total number of cases for the entire load.

Cube

Total cubic volume of the item. If an item contains


multiple packages, Cube is the combined cubic
volume of all of the packages defined for that item.

Weight

Total weight of the freight for the entire load.

6. Take one or more of these actions.

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6.
If you want to...

Then...

View all of the accepted loads,

Click All.

View only current loads,

Click Current.

View only upcoming loads,

Click Upcoming.

View loads that are missing a status,

Click Missing Status.

View loads that are missing an appointment,

Click Missing Appointment.

Manage the status information for a load,

Select the check box next to the row of the


accepted load for which you want to manage the
status information, and then click Status. For more
information, see Update Status and Location for
an Accepted Load.

Schedule an appointment,

Select the check box next to the row of the


accepted load for which you want to schedule an
appointment, and then click Appointment. For
more information, see Schedule or Reschedule an
Appointment for an Accepted Load.

Update a missing status,

Select the check box next to the row of the


accepted load for which you want to add a missing
status, click Missing and then click Status. For
more information, see Update Status and Location
for an Accepted Load.

Schedule a missing appointment,

Select the check box next to the row of the


accepted load for which you want to add a missing
appointment, click Missing and then click Appoint
ments. For more information, see Schedule or
Reschedule an Appointment for an Accepted Load
.

View the details for a load,

Select the check box next to the row of the


accepted load for which you want to view details,
and then click View. For more information, see Vie
w and Manage Load Details for an Accepted Load.

Export data to a CSV file,

See Export Data to a CSV File in Carrier Portal.

Generate a report as a PDF file,

See Generate a Report in Carrier Portal.

Refresh the page,

Click

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Invoicing User Guide


Invoices
Description

Description
An invoice is a document associated with a load (carrier move) that describes the charges for services provided
in transporting the load. Once ready, you can submit the invoice for the load.
Carrier Portal provides you visibility into the invoicing process, which greatly increases the acceptance of a
carrier invoice on the first submission. When multiple submissions are needed, information is available for you to
understand any conflicts or issues with the submitted invoice.
You can view and manage invoices that are in either of these states:
Ready to invoice Accepted loads that are ready for shipping or have been shipped and are ready for
you to submit an invoice.
Submitted Accepted loads for which an invoice has already been submitted.
When working with invoices, you can view the loads and perform these actions:
For loads that are ready to invoice, you can submit the invoice in one of these ways:
Quick submit If the tendered charges are correct, you simply submit the invoice.
Modify and submit If you want to edit the invoice, you can add, modify or delete charges, and
then submit the invoice.
For submitted invoices, you can view the submitted invoices and, if necessary, edit and resubmit the
invoices as needed.
Additionally, you can view:
Invoices that have been submitted.
Invoices that have been rejected.
Load details associated with a specific invoice.

Invoice Statuses
Description

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Description
As an invoice for a load (carrier move) is processed, its status changes so that you can identify where it is in the
invoicing process.
This table describes the available invoice statuses.
Status

Description

Complete

Indicates the invoice has been paid.

Error

Indicates an error occurred during the creation or


processing of the invoice.

Not Invoiced

Indicates the invoice has not been generated or


submitted.

Pending Voucher Creation

Indicates the invoice has been generated, but the


invoice charges have not been matched with
system-generated charges.

Rejected

Indicates the invoice was rejected by the shipper.

Send Part of Invoice to Accrual

Indicates payment has been postponed for a charge


(all or part of an invoice line) on the invoice.

Sent to GL

Indicates the invoice has been approved and sent to


the GL accounting system for payment.

Void

Indicates the invoice is no longer valid.

Voucher In Process

Indicates an invoice has been created and is in


process.

View Loads to Manage Invoicing


Use this procedure to view accepted loads (carrier moves) that will or have been shipped and manage the
invoicing of those loads.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Invoices in the Grid View.

To view loads to manage invoicing:

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1. From the role drop-down list, select Carrier.
2. Select the Invoice Loads tab. The Invoice Loads page appears.

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3. Take one or more of these actions.
If you want to...

Then...

View all of the loads to manage invoicing,

Click All.

View the loads that are ready for invoicing,

Click Ready to Invoice. For more information, see


View Ready to Invoice Loads.

View the loads for which invoices have been

Click Submitted Invoices. For more information,

submitted,

see View Loads with Submitted Invoices.

View the loads for which an invoice has been

Click Rejected. For more information, see View

rejected,

Rejected Invoices.

View the details for a load,

Click the load identifier such as the bill of lading


(BOL) number. For more information, see View
and Manage Load Details for an Invoiced Load.

View the tendered charges for a load that is ready

Click Tendered Charges. For more information,

for invoicing,

see View Tendered Charges for an Invoiced Load.

View route information for a load that is ready for

Click Route. For more information, see View

invoicing,

Route Information.

View the details of a submitted invoice for a load,

Click the invoice number. For more information,


see View Details of a Submitted Invoice.

Export data to a CSV file,

See Export Data to a CSV File in Carrier Portal.

Generate a report as a PDF file,

See Generate a Report in Carrier Portal.

Refresh the page,

Click

Manage Ready to Invoice Loads


Description

Description
You use the Invoice Loads task to manage the loads (carrier moves) that are ready to be invoiced.
When you manage invoicing for these loads, you can:
View the loads that are ready to be invoiced.
View the tendered charges for a load.

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Quick submit an invoice if the tendered charges are correct.
Modify and submit an invoice if the tendered charges are incorrect or incomplete.
Maintain invoice charges.
View the route information for a load.

View Ready to Invoice Loads


Use this procedure to view the loads (carrier moves) that are ready for invoicing.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Invoices in the Grid View.

To view ready to invoice loads:


1. From the role drop-down list, select Carrier.
2. Select the Invoice Loads tab. The Invoice Loads page appears.
3. Click Ready to Invoice.
4. Take one or more of these actions.
If you want to...

Then...

Review the charges on an invoice,

See View Tendered Charges for an Invoiced Load.

Submit an invoice as is,

See Quick Submit an Invoice.

Modify an invoice and submit it,

See Modify and Submit an Invoice.

Review route information,

See View Route Information.

View load details,

See View and Manage Load Details for an


Invoiced Load.

Export data to a CSV file,

See Export Data to a CSV File in Carrier Portal.

Generate a report as a PDF file,

See Generate a Report in Carrier Portal.

Refresh the page,

Click

View Tendered Charges for an Invoiced Load


Use this procedure to view the tendered charges for a load (carrier move) that is ready for invoicing.

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Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Invoices in the Grid View.

To view tendered charges for an invoiced load:


1. From the role drop-down list, select Carrier.
2. Select the Invoice Loads tab. The Invoice Loads page appears.
3. Click Ready to Invoice.
4. Find the load for which you want to view tendered charges.
5. Click Tendered Charges. The Tendered Charges window appears.

6. View this information.


Field

Description

Charge Type

Detailed component of an overall freight charge.


The charge type may appear on an invoice.
Examples of charge types are line haul charges,
fuel surcharges, inside delivery charges, stop
charges and accessorial charges.

Description

Meaningful summary identifying the purpose of the


tendered charge.

Address

Location for a stop-specific charge.

Amount

Amount of the charge for the charge type.

7. When you are finished viewing the tendered charges for the load, click

8. If desired, take one of these actions:


If the tendered charges are correct, you can quick submit the invoice.
If the tendered charges are incorrect or incomplete, modify the charges and then submit the
invoice.

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Quick Submit an Invoice


When working with invoices, you can view the loads (carrier moves) that are ready for invoicing and then review
the tendered charges. If the tendered charges are correct, you can quick submit the invoice using this
procedure.

Note
If you need to add or modify the charges on the invoice, see Modify and Submit an Invoice for a Load.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Invoices in the Grid View.

To quick submit an invoice:


1. From the role drop-down list, select Carrier.
2. Select the Invoice Loads tab.
3. Click Ready to Invoice. The Invoice Loads page appears listing the loads that are ready for invoicing.

4. Find the load for which you want to submit an invoice.


5. Review the tendered charges. To see additional charge details, click Tendered Charges. If the charges
are incorrect or incomplete, continue with Modify and Submit an Invoice; otherwise, continue with the next
step.

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6. Click Submit. The Submit Invoice window appears.

7. In the Invoice ID box, type a unique identifier for the invoice. This number is used to differentiate invoices
within the system.
8. Click Submit.

Modify and Submit an Invoice


Use this procedure to modify an invoice for a load (carrier move) and then submit the invoice. You can add,
modify or delete the charges on the invoice.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Invoices in the Grid View.

To modify and submit an invoice:


1. From the role drop-down list, select Carrier.
2. Select the Invoice Loads tab. The Invoice Loads page appears.
3. Click Ready to Invoice
4. Find the load for which you want to modify and submit an invoice.

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5. Click Edit. The Create Invoice page appears.

6. In the Invoice Number box, type a unique identifier for the invoice. This number is used to differentiate
invoices within the system.
7. If desired and if available, in the PRO Number box, type the progressively rotating order (PRO) number,
which is a billing number assigned to assist in tracking the shipment. It is usually a combination of the
shipper number and a sequential number.
8. If desired, add a charge to the invoice:

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1. In the Charges area, click Add Charge. The Add Charge window appears.

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2. Enter this information.

Note
Required fields appear with a red asterisk (*).

Field

Description

Charge

Detailed component of an overall freight


charge. The charge type may appear on an
invoice. Examples of charge types are line haul
charges, fuel surcharges, inside delivery
charges, stop charges and accessorial
charges.

Description

Meaningful summary identifying the purpose of


the tendered charge.

Reason

Reason that the information for this load was


updated.

Quantity

Number of units (for example boxes, cases or


pallets) that were used to determine the charge
amount for the charge line.

Rate

Price used by the transportation provider to


calculate the charge line amount.

Charge Amount

Amount of the charge being applied to the


invoice.

Stop Address

Location for a stop-specific charge.

Comment

Text field for notes or special instructions.

3. Click Save.

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9. If desired, modify a charge:
1. In the Charges area, select a row.
2. Click Edit Charge. The Edit Charge window appears.

3. Modify the charge information.


4. Click Save.
10. If desired, delete a charge:
1. In the Charges area, select a row.

IMPORTANT
Once you select to delete a charge, the charge is deleted and you cannot undo that
action.

2. Click Remove Charge. The charge is removed from the invoice.


11. If desired, in the Special Instructions box, type any special instructions for the invoice.
12. Click Submit Invoice and then click OK.

View Route Information


Use this procedure to view this route information for a load (carrier move) that is ready for invoicing:
Stop number
Pickup and delivery addresses
Contact information
Item quantity and size information
Loading or unloading time at a stop
Equipment and/or service restrictions

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Appointment details

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Invoices in the Grid View.

To view route information:


1. From the role drop-down list, select Carrier.
2. Select the Invoice Loads tab. The Invoice Loads page appears.
3. Click Ready to Invoice.
4. Find the load for which you want to view route information.
5. Click Route. The Route window appears.

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6. View this information.
Field

Description

Actual Arrival

Date and time that the load was picked up from or


delivered to the address.

Expected Arrival

Date and time that the load is expected to be


picked up from or delivered to the address.

Planned Arrival

Date and time that the load is planned to be picked


up from or delivered to the address.

Contact Information

Contact person at this stop.

Appointment

Scheduled date and time for a carrier to have a


trailer arrive for pickup and/or delivery. Text will
appear if an appointment has not been scheduled
(Needs Appointment) or if an appointment is not
required (No Appointments Needed).

Quantity

Number of units to be picked up/dropped off at the


stop.

Load Time

Time spent at the stop.

Size

Size details (weight and/or cubic volume) of the


units on the load to be picked up/dropped off at the
stop.

Restrictions

Restrictions for the load.

7. When you are finished viewing the route information for the load, click

Manage Submitted Invoices


Description

Description
You use the Invoice Loads task to manage the invoices that were submitted for the loads (carrier moves) that
you accepted to transport.
When you manage invoicing for these loads, you can:
View submitted invoices.
View the details of a submitted invoice (such as status, charges applied and voucher payments).

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Modify a submitted invoice.
Create and submit another invoice for a load with a previously submitted invoice.

View Loads with Submitted Invoices


Use this procedure to view the loads (carrier moves) for which invoices have been submitted.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Invoices in the Grid View.

To view loads with submitted invoices:


1. From the role drop-down list, select Carrier.
2. Select the Invoice Loads tab. The Invoice Loads page appears.
3. Click Submitted Invoices.
4. Take one or more of these actions.
If you want to...

Then...

View details for an invoice,

See View Details of a Submitted Invoice.

Modify an invoice,

See Modify a Submitted Invoice.

Create and submit another invoice for a load,

See Add and Submit an Invoice for a Load with a


Submitted Invoice.

View and manage details for an invoiced load,

See View and Manage Load Details for an


Invoiced Load.

Export data to a CSV file,

See Export Data to a CSV File in Carrier Portal.

Generate a report as a PDF file,

See Generate a Report in Carrier Portal.

Refresh the page,

Click

View Details of a Submitted Invoice


Use this procedure to view the details of an invoice that was submitted for a load (carrier move).

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Invoices in the Grid View.

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To view details of a submitted invoice:
1. From the role drop-down list, select Carrier.
2. Select the Invoice Loads tab. The Invoice Loads page appears.
3. Click Submitted Invoices.
4. Find the load for which you want to view the details of its submitted invoice.
5. Click the invoice number. The invoice details appear.

6. View this information.


Field

Description

Invoice Status

Processing status of the invoice. For more


information, see Invoice Statuses.

Remit To

Address to which the shipper sends payment to


the carrier.

Invoice Number

Unique identifier for the invoice. This number is


used to differentiate invoices within the system.

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PRO Number

Progressively rotating order number. A billing


number assigned by the carrier and used to assist
in tracking a shipment. It is usually a combination
of the shipper number and a sequential number.

BOL Number

Bill of lading number. A carrier's contract and


receipt for goods that it agrees to transport from
one place to another, and to deliver to a
designated person or consignee for compensation
upon the stated conditions.

Origin Address

Address from which the load was picked up.

Destination Address

Address to which the load was delivered.

Ship Date

Date on which the load was shipped by the carrier.

Delivery Date

Date that the load was delivered by the carrier.

Load Identifier

Unique identifier for a load. This number is used to


differentiate loads within the system.

Charges Area
Charge

Detailed component of an overall freight charge.


The charge type may appear on an invoice.
Examples of charge types are line haul charges,
fuel surcharges, inside delivery charges, stop
charges and accessorial charges.

Description

Meaningful summary identifying the purpose of the


tendered charge.

Stop Address

Location for a stop-specific charge.

Quantity

Number of units (for example boxes, cases or


pallets) that were used to determine the charge
amount for the charge line.

Rate

Price used by the transportation provider to


calculate the charge line amount.

Charge

Amount of the charge being applied to the invoice.

Special Instructions Area


Special Instructions

Text field for notes or special instructions.

Voucher Lines Area

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Charge

Detailed component of an overall freight charge.


The charge type may appear on an invoice.
Examples of charge types are line haul charges,
fuel surcharges, inside delivery charges, stop
charges and accessorial charges.

Description

Meaningful summary identifying the purpose of the


tendered charge.

Stop Address

Location for a stop-specific charge.

Sent to GL Date

Date the invoice was sent to the general ledger


(GL) accounting system for payment.

Approved

Indicates whether the voucher was approved


(True) or not (False).

Amount

Amount of the charge being applied to the invoice.

Voucher Payments Area


Charge

Detailed component of an overall freight charge.


The charge type may appear on an invoice.
Examples of charge types are line haul charges,
fuel surcharges, inside delivery charges, stop
charges and accessorial charges.

Description

Meaningful summary identifying the purpose of the


tendered charge.

Stop Address

Location for a stop-specific charge.

Paid Date

Date on which the invoice was paid.

Check Number

Number on the check used to pay the invoice.


When a check is not applied to the invoice, the
field is blank.

Amount

Amount of the charge being applied to the invoice.

Attachments Area
File Name

Name of the attached file.

Type

Type of the file.

Attach To

Identifier of the load to which the file is attached.

User

User who entered the note.

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Date

Date and time that the note was added.

7. If desired, attach a file:


1. In the Attachments area, from the Upload File drop-down list, select the file type.
2. Click Choose File. The Choose File to Upload window appears.
3. Select the file that you want to attach.
4. Click Open. The file you selected is attached.
8. Take one or more of these actions.
If you want to...

Then...

Modify the invoice,

Click Edit. For more information, see Modify a


Submitted Invoice.

Generate an invoice report as a PDF file,

See Generate a Report in Carrier Portal.

Refresh the page,

Click

Return to the Invoice Loads page,

Click

. The Invoice Loads page appears.

Modify a Submitted Invoice


Use this procedure to modify a submitted invoice for a load (carrier move).

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Invoices in the Grid View.

To modify a submitted invoice:


1. From the role drop-down list, select Carrier.
2. Select the Invoice Loads tab. The Invoice Loads page appears.
3. Click Submitted Invoices.
4. Find the load for which you want to modify its submitted invoice.

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5. Click the number of the invoice to be modified. The invoice details appear.

6. Click Edit. The Edit Invoice page appears.

7. If desired, add a charge to the invoice:

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1. In the Charges area, click Add Charge. The Add Charge window appears.

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2. Enter this information.

Note
Required fields appear with a red asterisk (*).

Field

Description

Charge

Detailed component of an overall freight


charge. The charge type may appear on an
invoice. Examples of charge types are line haul
charges, fuel surcharges, inside delivery
charges, stop charges and accessorial
charges.

Description

Meaningful summary identifying the purpose of


the tendered charge.

Reason

Reason that the information for this load was


updated.

Quantity

Number of units (for example boxes, cases or


pallets) that were used to determine the charge
amount for the charge line.

Rate

Price used by the transportation provider to


calculate the charge line amount.

Charge Amount

Amount of the charge being applied to the


invoice.

Stop Address

Location for a stop-specific charge.

Comment

Text field for notes or special instructions.

3. Click Save.

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8. If desired, modify a charge:
1. In the Charges area, select a row.
2. Click Edit Charge. The Edit Charge window appears.

3. Modify the charge information.


4. Click Save.
9. If desired, delete a charge:
1. In the Charges area, select a row.

IMPORTANT
Once you select to delete a charge, the charge is deleted and you cannot undo that
action.

2. Click Remove Charge. The charge is removed from the invoice.


10. If desired, in the Special Instructions box, type any special instructions for the invoice.
11. If desired, attach a file:
1. From the Upload File drop-down list, select the file type.
2. Click Choose File. The Choose File to Upload window appears.
3. Select the file that you want to attach.
4. Click Open. The file you selected is attached.
12. Click Save Invoice Changes. The changes are saved to the submitted invoice.

Add and Submit an Invoice for a Load with a Submitted Invoice


Use this procedure to create and submit an invoice for a load (carrier move) with a submitted invoice. You can
add, modify or delete the charges on the invoice.

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Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the grid view.

To add and submit an invoice for a load with a submitted invoice:


1. From the role drop-down list, select Carrier.
2. Select the Invoice Loads tab. The Invoice Loads page appears.
3. Click Submitted Invoices.
4. If you have not already done so, click View Grid Layout

. The data appears in a grid view.

5. Select the check box for the load for which you want to create an invoice.
6. Click Create Invoice. The Create Invoice page appears.

7. In the Invoice Number box, type a unique identifier for the invoice. This number is used to differentiate
invoices within the system.
8. If desired and if available, in the PRO Number box, type the progressively rotating order (PRO) number,
which is a billing number assigned to assist in tracking the shipment. It is usually a combination of the
shipper number and a sequential number.
9. If desired, add a charge to the invoice:

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1. In the Charges area, click Add Charge. The Add Charge window appears.

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2. Enter this information.

Note
Required fields appear with a red asterisk (*).

Field

Description

Charge

Detailed component of an overall freight


charge. The charge type may appear on an
invoice. Examples of charge types are line haul
charges, fuel surcharges, inside delivery
charges, stop charges and accessorial
charges.

Description

Meaningful summary identifying the purpose of


the tendered charge.

Reason

Reason that the information for this load was


updated.

Quantity

Number of units (for example boxes, cases or


pallets) that were used to determine the charge
amount for the charge line.

Rate

Price used by the transportation provider to


calculate the charge line amount.

Charge Amount

Amount of the charge being applied to the


invoice.

Stop Address

Location for a stop-specific charge.

Comment

Text field for notes or special instructions.

3. Click Save.

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10. If desired, modify a charge:
1. In the Charges area, select a row.
2. Click Edit Charge. The Edit Charge window appears.

3. Modify the charge information.


4. Click Save.
11. If desired, delete a charge:
1. In the Charges area, select a row.

IMPORTANT
Once you select to delete a charge, the charge is deleted and you cannot undo that
action.

2. Click Remove Charge. The charge is removed from the invoice.


12. If desired, in the Special Instructions box, type any special instructions for the invoice.
13. Click Submit Invoice, and then click OK.

View and Manage Load Details for an Invoiced Load


Use this procedure to view the details of an invoiced load (carrier move). Additionally, you can:
Add a load identifier or shipment tracking number (such as a progressively rotating order [PRO] number)
for the load.
Add or modify equipment and driver information associated with the load.
Attach a file to the load record.

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Manage the status information for the load. You can:
Update missing stop statuses.
Add an optional stop status.
View stop status history.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Invoices in the Grid View.

To view and manage load details for an invoiced load:


1. From the role drop-down list, select Carrier.
2. Select the Invoice Loads tab. The Invoice Loads page appears.
3. Find the load for which you want to view its details.
4. Click the load identifier such as the bill of lading (BOL) number. The Load Detail page appears.

5. View and modify the general information for the load:


1. Click General.

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2. View or modify this information.

Note
Some of the fields may not be available for modification.

Field

Description

Identification Area
Load

Unique identifier assigned to a load. A load is a


collection of freight, from one or more stops,
that has been shipped together (also known as
a carrier move).

BOL

Bill of lading number. A carrier's contract and


receipt for goods that it agrees to transport
from one place to another, and to deliver to a
designated person or consignee for
compensation upon the stated conditions.

PRO

Progressively rotating order number. A billing


number assigned by the carrier and used to
assist in tracking a shipment. It is usually a
combination of the shipper number and a
sequential number.

Equipment Area
Trailer

Identifier of the trailer.

2nd Trailer

Identifier of the second trailer, if any.

Tractor

Identifier of the tractor, or cab, that is pulling


the trailer, if any.

Driver Area
Name

Name of the driver.

Number

Identifier of the driver, if any.

Order/PO Area
Order Number

Unique number that identifies an order.

PO Number

Purchase order number. Unique identifier for a


purchase order.

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6. View the invoice information:


1. Click Invoices.

2. View this information.


Field

Description

Invoice Number

Unique identifier for the invoice. This number is


used to differentiate invoices within the system.

Status

Processing status of the invoice. For more


information, see Invoice Statuses.

Date

Date and time that the invoice was submitted.

Origin

Location at which the lane begins. This value


may be expressed as a city, state, postal code,
location identifier or region.

Destination

Lane destination. This value may be expressed


as a city, state, postal code, location identifier
or region.

Amount

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Amount of the charge for the charge type.

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7. View the route information:
1. Click Route.

2. View this information.


Field

Description

Actual Arrival

Date and time that the load was picked up from


or delivered to the address.

Expected Arrival

Date and time that the load is expected to be


picked up from or delivered to the address.

Planned Arrival

Date and time that the load is planned to be


picked up from or delivered to the address.

Contact Information

Contact person at this stop.

Appointment

Scheduled date and time for a carrier to have a


trailer arrive for pickup and/or delivery. Text will
appear if an appointment has not been
scheduled (Needs Appointment) or if an
appointment is not required (No Appointments
Needed).

Quantity

Number of units to be picked up/dropped off at


the stop.

Load Time

Time spent at the stop.

Size

Size details (weight and/or cubic volume) of the


units on the load to be picked up/dropped off at
the stop.

Restrictions

Restrictions for the load.

3. To view the order details at each stop, in the grid, click the stop number.

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8. View the charges information:
1. Click Charges.

2. View this information.


Field

Description

Charge Type

Detailed component of an overall freight


charge. The charge type may appear on an
invoice. Examples of charge types are line haul
charges, fuel surcharges, inside delivery
charges, stop charges and accessorial
charges.

Description

Meaningful summary identifying the purpose of


the tendered charge.

Address

Location for a stop-specific charge.

Amount

Amount of the charge for the charge type.

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9. View the equipment and service restriction information:
1. Click Restrictions.

2. In the Equipment area, click Eligible or Ineligible as required.


3. View this equipment information.
Field

Description

Restriction

Identifies whether the equipment is eligible or


ineligible for assignment to the load.

Type

Identifier of the type of equipment used to


transport freight.

Group

Transportation equipment category to which


the equipment type belongs that describes the
equipment's function in transporting freight.

Max Weight

Maximum weight capacity of the equipment.

Max Volume

Maximum cubic volume capacity of the


equipment.

Max Pallets

Maximum number of pallets allowed based on


the equipment's capacity.

4. In the Service Restrictions area, view this service restriction information.


Field

Description

Service Condition

Service-related requirement for the


transportation provider, driver and/or carrier.

Restriction Origin

Entity to which the service restriction was


applied in RedPrairie Transportation
Management.

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10. View notes and attached files:
1. Click Notes/Files.

2. View this information.


Field

Description

Notes Area
Note Origin

Entity to which the note was applied in


RedPrairie Transportation Management.

Note

Text for notes or special instructions.

Date

Date and time that the note was added.

Attachments Area
Upload File

Type of document you want to associate with


the attached file.

File Name

Name of the attached file.

Type

Type of the attachment.

Attach To

Identifier of the load to which the file is


attached.

User

User who attached the file.

Date

Date and time that the file was attached.

3. To view an attachment, click the file name of the attachment.


4. If desired, attach a file:
1. From the Upload File drop-down list, select the file type.
2. Click Choose File. The Choose File to Upload window appears.
3. Select the file that you want to attach.
4. Click Open. The file you selected is attached.
11. Manage status information for a stop:

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1. Click Statuses.

2. If status information is missing, take these actions to update the status information for a stop:

Note
When a status is missing, the status due date appears in red next to the stop information.
A status is only considered missing when it is required by the shipper and the stop's
arrival or departure time has passed.

1. In the date box, type or select from the calendar the actual arrival or departure date.
2. In the time box, from the drop-down list, select the time.
3. Click Submit.
4. Continue to enter missing stop status information as required.
3. If desired, add an optional stop status:
1. Enter this information.
Field

Description

Stop

Number and address of the stop on the load


for the status update.

Update Status

Status or action taken at the stop.

Update Reason

Reason that the status for this stop on the


load was updated.

Status Date

Date of the stop's status update.

Status Time

Time of the stop's status update.

Temperature

Current temperature inside for a closed


trailer or outside for an open trailer.

2. Click Submit.

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4. In the Status History area, view stop status history.
Field

Description

Status

Status or action taken at the stop.

Reason

Reason that the status for this stop on the load


was updated.

Date

Date and time that the status was submitted.

Stop

Number of the stop on the load for the status


update.

Address

Location for a stop.

Temperature

Recorded temperature inside for a closed


trailer or outside for an open trailer.

Submitted At

Date and time the information was updated.

12. If changes were made to the load record, click Save.

View Rejected Invoices


Use this procedure to view the loads (carrier moves) for which invoices were rejected.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Invoices in the Grid View.

To view rejected invoices:


1. From the role drop-down list, select Carrier.
2. Select the Invoice Loads tab. The Invoice Loads page appears.
3. Click Rejected.

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4. Take one or more of these actions.
If you want to...

Then...

View the details of a rejected invoice,

Click the invoice number. For more information,


see View Details of a Submitted Invoice.

View the details for the load,

Click the load identifier such as the bill of lading


(BOL) number. For more information, see View
and Manage Load Details for an Invoiced Load.

Export data to a CSV file,

See Export Data to a CSV File in Carrier Portal.

Generate a report as a PDF file,

See Generate a Report in Carrier Portal.

Refresh the page,

Click

Work with Invoices in the Grid View


You can view and manage data in a card or grid view. This procedure provides the steps when working with
invoices in the grid view.
To work with invoices in the grid view:
1. From the role drop-down list, select Carrier.
2. Select the Invoice Loads tab. The Invoice Loads page appears.

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3. If you have not already done so, click View Grid Layout

. The data appears in a grid view.

4. If desired, take one of these actions:


Click Expand Address to show the address details.
Click Collapse Address to hide the address details.

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5. View this information.
Field

Description

Carrier

Unique code identifying an authorized carrier.

Load

Unique identifier assigned to a load. A load is a


collection of freight, from one or more stops, that
has been shipped together (also known as a
carrier move).

BOL Number

Bill of lading number. A carrier's contract and


receipt for goods that it agrees to transport from
one place to another, and to deliver to a
designated person or consignee for compensation
upon the stated conditions.

PRO Number

Progressively rotating order number. A billing


number assigned by the carrier and used to assist
in tracking a shipment. It is usually a combination
of the shipper number and a sequential number.

Tendered Charges

Amount of the charge being applied to the invoice.

Origin Address

Address from which the load was picked up.

Origin Arrival Date

Date and time that the load was picked up from


the origin address.

Destination Address

Address to which the load was delivered.

Destination Arrival Date

Date and time that the load was delivered to the


destination address.

Stops

Number of stops on the load route.

Distance

Total distance traveled to deliver the load from the


origin to the destination.

Pallets

Total number of pallets for the entire load.

Cases

Total number of cases for the entire load.

Cube

Total cubic volume of the item. If an item contains


multiple packages, Cube is the combined cubic
volume of all of the packages defined for that item.

Weight

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Total weight of the freight for the entire load.

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6. Take one or more of these actions.
If you want to...

Then...

View all of the loads to manage invoicing,

Click All.

View the loads that are ready for invoicing,

Click Ready to Invoice.

View the loads for which invoices have been

Click Submitted Invoices.

submitted,
View rejected invoices,

Click Rejected.

Quick submit a single invoice for a load that is

Take these actions:

ready for invoicing,

1. Select the check box next to the row of the


load for which you want to quick submit an
invoice.
2. Click Quick Submit Invoice.
3. On the Submit Invoice window, in the Invoi
ce ID box, type a unique identifier for the
invoice. This number is used to differentiate
invoices within the system.
4. Click Submit.

Modify and submit an invoice for a load that is

Select the check box next to the row of the load for

ready for invoicing,

which you want to modify an invoice, and then


click Create Invoice. For more information, see M
odify and Submit an Invoice.

Create and submit another invoice for a load with

Select the check box next to the row of the load for

a submitted invoice,

which you want to add and submit another invoice,


and then click Create Invoice. For more
information, see Add and Submit an Invoice for a
Load with a Submitted Invoice.

View the details for a load,

Select the check box next to the row of the load for
which you want to view details, and then click Vie
w. For more information, see View and Manage
Load Details for an Invoiced Load.

Export data to a CSV file,

See Export Data to a CSV File in Carrier Portal.

Generate a report as a PDF file,

See Generate a Report in Carrier Portal.

Refresh the page,

Click

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Loads Task User Guide


Loads Task
Description

Description
The Loads task lets you view and manage all loads (carrier moves) from one page, including loads that cannot
be viewed using the other Carrier Portal tasks. You use the search filter on the Loads task to find loads in these
states:
Available loads Loads that you (the carrier) have been offered to transport with a tendered value, but
for which you have not yet accepted or rejected the offer.

Note
If you want to view and manage available loads using the Tendered and Uncovered filters in the
Available Loads task, see View Available Loads to Manage Tendered and Uncovered Loads.

Accepted loads Loads that you have agreed to transport by accepting a tendered offer from a shipper,
or by bidding on a load and a shipper accepting your bid.

Note
If you want to view and manage accepted loads using the Current and Upcoming filters in the
Accepted Loads task, see View Accepted Loads to Manage Appointments, Statuses and
Locations.

Invoice loads Loads that you have agreed to transport or have already transported, and for which you
manage invoices for payment.

Note
If you want to view and manage invoice loads using the Ready to Invoice and Submitted
Invoices filters in the Invoice Loads task, see View Loads to Manage Invoicing.

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Completed loads Loads in the system that have a RedPrairie Transportation Management status
(TMS Status) of Completed. Completed loads cannot be viewed using the other Carrier Portal tasks.

Note
In Transportation Management, a load with a Completed status indicates that the load has been
marked complete. The TMS Status, Completed, can be automatically changed as the result of
an event in Transportation Management or manually set by a transportation planner. For
example, Transportation Management can be configured to automatically change a load's TMS
Status to Completed when a carrier departs from a pickup stop, a carrier arrives at the final
delivery stop, or a set number of days after a load has been delivered.

View Loads to Manage Invoicing, Status and


Appointments
Use this procedure to view loads (carrier moves) using the Loads task and then manage the invoicing, status or
appointment for the loads.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Loads in the Grid View.

To view loads to manage invoicing, status and appointments:


1. From the role drop-down list, select Carrier.

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2. Select the Loads tab. The Loads page appears.

3. In the Filter box, type search criteria to view specific loads, or click Load Saved Filter

and select a

saved search filter. For more information about using the search filter, see Maintain Search Filters in
Carrier Portal.
4. Find the load that you want to manage.

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5. Take one or more of these actions.
If you are working with...

And you want to...

Then click...

An accepted load,

Add, modify or remove an

Appointment. See Schedule or

appointment,

Reschedule an Appointment for


a Load.

An accepted load,

Add a status and/or location,

Status. See Update Status and


Location for a Load.

An accepted load,

View notes and attached files (if

Notes/Files. See View Note and

available),

Attached File Information for a


Load.

An accepted load,

A load that is ready for invoicing,

View equipment and service

Restrictions. See View

restriction information (if

Restriction Information for a

available),

Load.

Review the charges,

Tendered Charges. See View


Tendered Charges for a Load.

A load that is ready for invoicing,

Submit the invoice as is,

Submit. See Quick Submit an


Invoice for a Load.

A load that is ready for invoicing,

Modify the invoice and submit it,

Edit. See Modify and Submit an


Invoice for a Load.

A load for which an invoice has

View details for an invoice,

been submitted,

The invoice number. See View


Details of a Submitted Invoice for
a Load.

A load for which an invoice has

Modify an invoice,

been submitted,
All loads,

The invoice number. See Modify


a Submitted Invoice for a Load.

View the details for the load,

The load identifier such as the


bill of lading (BOL) number. See
View and Manage Details for a
Load.

All loads,

View route information,

Route. See View Route


Information for a Load.

All loads,

Work with loads in the grid view,

Click View Grid Layout

See Work with Loads in the Grid


View.

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View Tendered Charges for a Load


Use this procedure to view the tendered charges for a load (carrier move) that is ready for invoicing using the
Loads task (for more information, see Loads Task).

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Loads in the Grid View.

To view tendered charges for a load:


1. From the role drop-down list, select Carrier.
2. Select the Loads tab. The Loads page appears.
3. In the Filter box, type search criteria to view specific loads, or click Load Saved Filter

and select a

saved search filter. For more information about using the search filter, see Maintain Search Filters in
Carrier Portal.
4. Find the load for which you want to view tendered charges.
5. Click Tendered Charges. The Tendered Charges window appears.

6. View this information.


Field

Description

Charge Type

Detailed component of an overall freight charge.


The charge type may appear on an invoice.
Examples of charge types are line haul charges,
fuel surcharges, inside delivery charges, stop
charges and accessorial charges.

Description

Meaningful summary identifying the purpose of the


tendered charge.

Address

Location for a stop-specific charge.

Amount

Amount of the charge for the charge type.

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7. When you are finished viewing the tendered charges for the load, click

8. If desired, take one of these actions:


If the tendered charges are correct, you can quick submit the invoice.
If the tendered charges are incorrect or incomplete, modify the charges and then submit the
invoice.

Quick Submit an Invoice for a Load


When working with loads (carrier moves) using the Loads task (for more information, see Loads Task), you can
review the tendered charges of a load that is ready for invoicing. If the tendered charges are correct, you can
quick submit the invoice using this procedure.

Note
If you need to add or modify the charges on the invoice, see Modify and Submit an Invoice for a Load.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Loads in the Grid View.

To quick submit an invoice for a load:


1. From the role drop-down list, select Carrier.
2. Select the Loads tab.
3. In the Filter box, type search criteria to view specific loads, or click Load Saved Filter

and select a

saved search filter. For more information about using the search filter, see Maintain Search Filters in
Carrier Portal.
4. Find the load for which you want to submit an invoice.
5. Review the tendered charges. To see additional charge details, click Tendered Charges. If the charges
are incorrect or incomplete, continue with Modify and Submit an Invoice for a Load; otherwise, continue
with the next step.
6. Click Submit. The Submit Invoice window appears.

7. In the Invoice ID box, type a unique identifier for the invoice. This number is used to differentiate invoices
within the system.
8. Click Submit.

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Modify and Submit an Invoice for a Load


Use this procedure to modify an invoice for a load (carrier move) and then submit the invoice using the Loads
task (for more information, see Loads Task). You can add, modify or delete the charges on the invoice.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Loads in the Grid View.

To modify and submit an invoice for a load:


1. From the role drop-down list, select Carrier.
2. Select the Loads tab. The Loads page appears.
3. In the Filter box, type search criteria to view specific loads, or click Load Saved Filter

and select a

saved search filter. For more information about using the search filter, see Maintain Search Filters in
Carrier Portal.
4. Find the load for which you want to modify and submit an invoice.
5. Click Edit. The Create Invoice page appears.

6. In the Invoice Number box, type a unique identifier for the invoice. This number is used to differentiate
invoices within the system.

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7. If desired and if available, in the PRO Number box, type the progressively rotating order (PRO) number,
which is a billing number assigned to assist in tracking the shipment. It is usually a combination of the
shipper number and a sequential number.
8. If desired, add a charge to the invoice:
1. In the Charges area, click Add Charge. The Add Charge window appears.

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2. Enter this information.

Note
Required fields appear with a red asterisk (*).

Field

Description

Charge

Detailed component of an overall freight


charge. The charge type may appear on an
invoice. Examples of charge types are line haul
charges, fuel surcharges, inside delivery
charges, stop charges and accessorial
charges.

Description

Meaningful summary identifying the purpose of


the tendered charge.

Reason

Reason that the information for this load was


updated.

Quantity

Number of units (for example boxes, cases or


pallets) that were used to determine the charge
amount for the charge line.

Rate

Price used by the transportation provider to


calculate the charge line amount.

Charge Amount

Amount of the charge being applied to the


invoice.

Stop Address

Location for a stop-specific charge.

Comment

Text field for notes or special instructions.

3. Click Save.

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9. If desired, modify a charge:
1. In the Charges area, select a row.
2. Click Edit Charge. The Edit Charge window appears.

3. Modify the charge information.


4. Click Save.
10. If desired, delete a charge:
1. In the Charges area, select a row.

IMPORTANT
Once you select to delete a charge, the charge is deleted and you cannot undo that
action.

2. Click Remove Charge. The charge is removed from the invoice.


11. If desired, in the Special Instructions box, type any special instructions for the invoice.
12. Click Submit Invoice and then click OK.

Modify a Submitted Invoice for a Load


Use this procedure to modify a submitted invoice for a load (carrier move) using the Loads task (for more
information, see Loads Task).

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Loads in the Grid View.

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To modify a submitted invoice for a load:
1. From the role drop-down list, select Carrier.
2. Select the Loads tab. The Loads page appears.
3. In the Filter box, type search criteria to view specific loads, or click Load Saved Filter

and select a

saved search filter. For more information about using the search filter, see Maintain Search Filters in
Carrier Portal.
4. Find the load for which you want to modify its submitted invoice.
5. Click the number of the invoice to be modified. The invoice details appear.

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6. Click Edit. The Edit Invoice page appears.

7. If desired, add a charge to the invoice:


1. In the Charges area, click Add Charge. The Add Charge window appears.

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2. Enter this information.

Note
Required fields appear with a red asterisk (*).

Field

Description

Charge

Detailed component of an overall freight


charge. The charge type may appear on an
invoice. Examples of charge types are line haul
charges, fuel surcharges, inside delivery
charges, stop charges and accessorial
charges.

Description

Meaningful summary identifying the purpose of


the tendered charge.

Reason

Reason that the information for this load was


updated.

Quantity

Number of units (for example boxes, cases or


pallets) that were used to determine the charge
amount for the charge line.

Rate

Price used by the transportation provider to


calculate the charge line amount.

Charge Amount

Amount of the charge being applied to the


invoice.

Stop Address

Location for a stop-specific charge.

Comment

Text field for notes or special instructions.

3. Click Save.

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8. If desired, modify a charge:
1. In the Charges area, select a row.
2. Click Edit Charge. The Edit Charge window appears.

3. Modify the charge information.


4. Click Save.
9. If desired, delete a charge:
1. In the Charges area, select a row.

IMPORTANT
Once you select to delete a charge, the charge is deleted and you cannot undo that
action.

2. Click Remove Charge. The charge is removed from the invoice.


10. If desired, in the Special Instructions box, type any special instructions for the invoice.
11. If desired, attach a file:
1. From the Upload File drop-down list, select the file type.
2. Click Choose File. The Choose File to Upload window appears.
3. Select the file that you want to attach.
4. Click Open. The file you selected is attached.
12. Click Save Invoice Changes. The changes are saved to the submitted invoice.

View Details of a Submitted Invoice for a Load


Use this procedure to view the details of an invoice that was submitted for a load (carrier move) using the Loads
task (for more information, see Loads Task).

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Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Loads in the Grid View.

To view details of a submitted invoice for a load:


1. From the role drop-down list, select Carrier.
2. Select the Loads tab. The Loads page appears.
3. In the Filter box, type search criteria to view specific loads, or click Load Saved Filter

and select a

saved search filter. For more information about using the search filter, see Maintain Search Filters in
Carrier Portal.
4. Find the load for which you want to view the details of its submitted invoice.
5. Click the invoice number. The invoice details appear.

6. View this information.

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Field

Description

Invoice Status

Processing status of the invoice. For more


information, see Invoice Statuses.

Remit To

Address to which the shipper sends payment to


the carrier.

Invoice Number

Unique identifier for the invoice. This number is


used to differentiate invoices within the system.

PRO Number

Progressively rotating order number. A billing


number assigned by the carrier and used to assist
in tracking a shipment. It is usually a combination
of the shipper number and a sequential number.

BOL Number

Bill of lading number. A carrier's contract and


receipt for goods that it agrees to transport from
one place to another, and to deliver to a
designated person or consignee for compensation
upon the stated conditions.

Origin Address

Address from which the load was picked up.

Destination Address

Address to which the load was delivered.

Ship Date

Date on which the load was shipped by the carrier.

Delivery Date

Date that the load was delivered by the carrier.

Load Identifier

Unique identifier for a load. This number is used to


differentiate loads within the system.

Charges Area
Charge

Detailed component of an overall freight charge.


The charge type may appear on an invoice.
Examples of charge types are line haul charges,
fuel surcharges, inside delivery charges, stop
charges and accessorial charges.

Description

Meaningful summary identifying the purpose of the


tendered charge.

Stop Address

Location for a stop-specific charge.

Quantity

Number of units (for example boxes, cases or


pallets) that were used to determine the charge
amount for the charge line.

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Rate

Price used by the transportation provider to


calculate the charge line amount.

Charge

Amount of the charge being applied to the invoice.

Special Instructions Area


Special Instructions

Text field for notes or special instructions.

Voucher Lines Area


Charge

Detailed component of an overall freight charge.


The charge type may appear on an invoice.
Examples of charge types are line haul charges,
fuel surcharges, inside delivery charges, stop
charges and accessorial charges.

Description

Meaningful summary identifying the purpose of the


tendered charge.

Stop Address

Location for a stop-specific charge.

Sent to GL Date

Date the invoice was sent to the general ledger


(GL) accounting system for payment.

Approved

Indicates whether the voucher was approved


(True) or not (False).

Amount

Amount of the charge being applied to the invoice.

Voucher Payments Area


Charge

Detailed component of an overall freight charge.


The charge type may appear on an invoice.
Examples of charge types are line haul charges,
fuel surcharges, inside delivery charges, stop
charges and accessorial charges.

Description

Meaningful summary identifying the purpose of the


tendered charge.

Stop Address

Location for a stop-specific charge.

Paid Date

Date on which the invoice was paid.

Check Number

Number on the check used to pay the invoice.


When a check is not applied to the invoice, the
field is blank.

Amount

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Amount of the charge being applied to the invoice.

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Attachments Area
File Name

Name of the attached file.

Type

Type of the file.

Attach To

Identifier of the load to which the file is attached.

User

User who entered the note.

Date

Date and time that the note was added.

7. If desired, attach a file:


1. In the Attachments area, from the Upload File drop-down list, select the file type.
2. Click Choose File. The Choose File to Upload window appears.
3. Select the file that you want to attach.
4. Click Open. The file you selected is attached.
8. Take one or more of these actions.
If you want to...

Then...

Modify the invoice,

Click Edit. For more information, see Modify a


Submitted Invoice for a Load.

Generate an invoice report as a PDF file,

See Generate a Report in Carrier Portal.

Refresh the page,

Click

Return to the Loads page,

Click

. The Loads page appears.

Update Status and Location for a Load


Use this procedure to update the status of a load (carrier move) at a stop (such as when a load arrives at, or
departs from, a particular stop) and/or the current location of the load using the Loads task (for more information,
see Loads Task).

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Loads in the Grid View.

To update status and location for a load:


1. From the role drop-down list, select Carrier.

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2. Select the Loads tab. The Loads page appears.
3. In the Filter box, type search criteria to view specific loads, or click Load Saved Filter

and select a

saved search filter. For more information about using the search filter, see Maintain Search Filters in
Carrier Portal.
4. Find the load for which you want to update status and current location.
5. Click Status. The Status window appears.

Note
If the Status button is not visible, you can update the status and location for a load when viewing
the details of the load. For more information, see View and Manage Details for a Load.

6. Manage status information for a stop:

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1. If status information is missing, take these actions to update the status information for a stop:

Note
When a status is missing, the status due date appears in red next to the stop information.
A status is only considered missing when it is required by the shipper and the stop's
arrival or departure time has passed.

1. Click Status.
2. In the date box, type or select from the calendar the actual arrival or departure date.
3. In the time box, from the drop-down list, select the time.
4. Click Submit.
5. Continue to enter missing stop status information as required.
2. If desired, add an optional stop status:
1. Enter or modify this information.
Field

Description

Stop

Number and address of the stop on the load


for the status update.

Update Status

Status or action taken at the stop.

Update Reason

Reason that the status for this stop on the


load was updated.

Status Date

Date of the stop's status update.

Status Time

Time of the stop's status update.

Temperature

Current temperature inside for a closed


trailer or outside for an open trailer.

2. Click Submit.

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3. If desired, view stop status history:
1. If required, scroll to the Status History area.
2. View this information.
Field

Description

Status

Status or action taken at the stop.

Reason

Reason that the status for this stop on the


load was updated.

Date

Date and time that the status was


submitted.

Stop

Number of the stop on the load for the


status update.

Address

Location for a stop.

Temperature

Recorded temperature inside for a closed


trailer or outside for an open trailer.

Submitted At

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Date and time the information was updated.

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7. Update current location:
1. Click Location.

2. Enter or modify this information.


Field

Description

City

Name of city of present location.

State

State abbreviation of present location.

Postal Code

Postal code of present location.

Country

Country of present location.

Temperature

Current temperature inside a closed trailer or


outside an open trailer.

Next Stop

Next location/facility that you are scheduled to


pick up or deliver a shipment.

3. Click Submit.
8. When you are finished updating the status and location information for the load, click

Schedule or Reschedule an Appointment for a Load


Use this procedure to schedule or reschedule an appointment for an accepted load using the Loads task (for
more information, see Loads Task).

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Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Loads in the Grid View.

To schedule or reschedule an appointment for a load:


1. From the role drop-down list, select Carrier.
2. Select the Loads tab. The Loads page appears.
3. In the Filter box, type search criteria to view specific loads, or click Load Saved Filter

and select a

saved search filter. For more information about using the search filter, see Maintain Search Filters in
Carrier Portal.
4. Find the load for which you want to maintain appointments.
5. Click Appointment. The Schedule page appears.

6. Click the stop indicator (

) to select the stop for which you want to manage an appointment.

7. Schedule an appointment for an accepted load:

Note
Some stops may be unavailable for appointment scheduling if the facility associated with the
stop is undefined.

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1. Click Add Appointment. The Add Appointment window appears.

Note
If your system is configured to make suggested appointments based on facility hours and
dock capacity, you can move your cursor over the system-suggested appointment to
review the appointment details and then click the appointment to open the Add
Appointment window.

2. Click Appointment.

Note
If you want to view the next available appointment, click Next Available.

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3. Enter this information.
Field

Description

Carrier

(Display only.) Unique code identifying an


authorized carrier.

Start Time

Date and time that the appointment begins.

End Time

Date and time that the appointment is over.

Dock Slot

Collection of one or more dock doors or


locations in the warehouse where inventory is
received in or shipped out.

Type

Type of appointment. These are the valid


values:
Standard An appointment at a stop.
Exception An appointment used to
prevent a standard appointment from
being made.

4. If desired, add a note:


1. Click Notes.

2. In the note box, type the information that you want to save for the appointment.
3. Click Add Note.
5. If desired, add associated stops:

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Note
If there are additional less than truckload (LTL) loads shipping from or being delivered to
the same stop on the same day with the same carrier, you can associate them with this
appointment and schedule multiple accepted LTL loads as one appointment.

1. Click Associated Stops.

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2. View this information.
Field

Description

Stop

Number of the stop on the load.

Load

Unique identifier assigned to a load. A load


is a collection of freight, from one or more
stops, that has been shipped together (also
known as a carrier move).

Bill of Lading

Bill of lading number. A carrier's contract


and receipt for goods that it agrees to
transport from one place to another, and to
deliver to a designated person or consignee
for compensation upon the stated
conditions.

PRO Number

Progressively rotating order number. A


billing number assigned by the carrier and
used to assist in tracking a shipment. It is
usually a combination of the shipper
number and a sequential number.

IMPORTANT
The stop on the load for which you are currently scheduling an appointment will
appear and will be selected by default. Do not disassociate this stop from the
appointment.

3. If you want to associate additional LTL loads shipping from or being delivered to the same
stop on the same day with the same carrier with this appointment, then select the check box
next to a stop that you want to associate with the appointment; otherwise, clear it.
6. Click Schedule and then Yes.
8. Reschedule an appointment for an accepted load:

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1. Click the appointment that you want to reschedule. The Schedule Appointment window appears.

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2. Enter or modify this information.
Field

Description

Carrier

(Display only.) Unique code identifying an


authorized carrier.

Start Time

Date and time that the appointment begins.

End Time

Date and time that the appointment is over.

Dock Slot

Collection of one or more dock doors or


locations in the warehouse where inventory is
received in or shipped out.

Type

Type of appointment. These are the valid


values:
Standard An appointment at a stop.
Exception An appointment used to
prevent a standard appointment from
being made.

Change Reason Code

Code that identifies the reason the appointment


was rescheduled or cancelled.

Change Reason

Text field for notes associated with the


appointment.

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3. If desired, add or modify a note:
1. Click Notes.

2. In the note box, type the information that you want to save for the appointment.
3. Click Add Note.
4. If desired, add or modify associated stops:

Note
If there are additional less than truckload (LTL) loads shipping from or being delivered to
the same stop on the same day with the same carrier, you can associate them with this
appointment and schedule multiple accepted LTL loads as one appointment.

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1. Click Associated Stops.

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2. View this information.
Field

Description

Stop

Number of the stop on the load.

Load

Unique identifier assigned to a load. A load


is a collection of freight, from one or more
stops, that has been shipped together (also
known as a carrier move).

Bill of Lading

Bill of lading number. A carrier's contract


and receipt for goods that it agrees to
transport from one place to another, and to
deliver to a designated person or consignee
for compensation upon the stated
conditions.

PRO Number

Progressively rotating order number. A


billing number assigned by the carrier and
used to assist in tracking a shipment. It is
usually a combination of the shipper
number and a sequential number.

Note
The stop on the load for which you are currently rescheduling an appointment
must be selected. You cannot disassociate this stop from the appointment.

3. If you want to modify the association of additional LTL loads shipping from or being
delivered to the same stop on the same day with the same carrier with this appointment,
then select (associate) or clear (disassociate) the check box next to the stop.
5. Click Schedule and then Yes.

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9. Cancel an appointment:
1. Click the appointment that you want to cancel. The Schedule Appointment window appears.

2. Click Remove and then Yes.

View and Manage Details for a Load


Use this procedure to view the details of a load (carrier move) using the Loads task (for more information, see
Loads Task). Additionally, you can:
Attach a file to the load record.
Manage the status information for the load. You can:
Update missing stop statuses.
Add an optional stop status.
View stop status history.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Loads in the Grid View.

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To view and manage details for a load:
1. From the role drop-down list, select Carrier.
2. Select the Loads tab. The Loads page appears.
3. In the Filter box, type search criteria to view specific loads, or click Load Saved Filter

and select a

saved search filter. For more information about using the search filter, see Maintain Search Filters in
Carrier Portal.
4. Find the load for which you want to view its details.
5. Click the load identifier such as the bill of lading (BOL) number. The Load Detail page appears.

6. View and modify the general information for the load:


1. Click General.
2. View or modify this information.

Note
Depending on the status of the load, you may be able to add or modify the fields on the
General tab. A Save button appears at the bottom of the page when the general
information can be modified.

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Field

Description

Identification Area
Load

Unique identifier assigned to a load. A load is a


collection of freight, from one or more stops,
that has been shipped together (also known as
a carrier move).

BOL

Bill of lading number. A carrier's contract and


receipt for goods that it agrees to transport
from one place to another, and to deliver to a
designated person or consignee for
compensation upon the stated conditions.

PRO

Progressively rotating order number. A billing


number assigned by the carrier and used to
assist in tracking a shipment. It is usually a
combination of the shipper number and a
sequential number.

Equipment Area
Trailer

Identifier of the trailer.

2nd Trailer

Identifier of the second trailer, if any.

Tractor

Identifier of the tractor, or cab, that is pulling


the trailer, if any.

Driver Area
Name

Name of the driver.

Number

Identifier of the driver, if any.

Order/PO Area
Order Number

Unique number that identifies an order.

PO Number

Purchase order number. Unique identifier for a


purchase order.

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7. View the invoice information:
1. Click Invoices.

2. View this information.


Field

Description

Invoice Number

Unique identifier for the invoice. This number is


used to differentiate invoices within the system.

Status

Processing status of the invoice. For more


information, see Invoice Statuses.

Date

Date and time that the invoice was submitted.

Origin

Location at which the lane begins. This value


may be expressed as a city, state, postal code,
location identifier or region.

Destination

Lane destination. This value may be expressed


as a city, state, postal code, location identifier
or region.

Amount

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8. View the route information:
1. Click Route.

2. View this information.


Field

Description

Actual Arrival

Date and time that the load was picked up from


or delivered to the address.

Expected Arrival

Date and time that the load is expected to be


picked up from or delivered to the address.

Planned Arrival

Date and time that the load is planned to be


picked up from or delivered to the address.

Contact Information

Contact person at this stop.

Appointment

Scheduled date and time for a carrier to have a


trailer arrive for pickup and/or delivery. Text will
appear if an appointment has not been
scheduled (Needs Appointment) or if an
appointment is not required (No Appointments
Needed).

Quantity

Number of units to be picked up/dropped off at


the stop.

Load Time

Time spent at the stop.

Size

Size details (weight and/or cubic volume) of the


units on the load to be picked up/dropped off at
the stop.

Restrictions

Restrictions for the load.

3. To view the order details at each stop, in the grid, click the stop number.

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9. View the charges information:
1. Click Charges.

2. View this information.


Field

Description

Charge Type

Detailed component of an overall freight


charge. The charge type may appear on an
invoice. Examples of charge types are line haul
charges, fuel surcharges, inside delivery
charges, stop charges and accessorial
charges.

Description

Meaningful summary identifying the purpose of


the tendered charge.

Address

Location for a stop-specific charge.

Amount

Amount of the charge for the charge type.

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10. View the equipment and service restriction information:
1. Click Restrictions.

2. In the Equipment area, click Eligible or Ineligible as required.


3. View this equipment information.
Field

Description

Restriction

Identifies whether the equipment is eligible or


ineligible for assignment to the load.

Type

Identifier of the type of equipment used to


transport freight.

Group

Transportation equipment category to which


the equipment type belongs that describes the
equipment's function in transporting freight.

Max Weight

Maximum weight capacity of the equipment.

Max Volume

Maximum cubic volume capacity of the


equipment.

Max Pallets

Maximum number of pallets allowed based on


the equipment's capacity.

4. In the Service Restrictions area, view this service restriction information.


Field

Description

Service Condition

Service-related requirement for the


transportation provider, driver and/or carrier.

Restriction Origin

Entity to which the service restriction was


applied in RedPrairie Transportation
Management.

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11. View notes and attached files:
1. Click Notes/Files.

2. View this information.


Field

Description

Notes Area
Note Origin

Entity to which the note was applied in


RedPrairie Transportation Management.

Note

Text for notes or special instructions.

Date

Date and time that the note was added.

Attachments Area
Upload File

Type of document you want to associate with


the attached file.

File Name

Name of the attached file.

Type

Type of the attachment.

Attach To

Identifier of the load to which the file is


attached.

User

User who attached the file.

Date

Date and time that the file was attached.

3. To view an attachment, click the file name of the attachment.


4. If desired, attach a file:
1. From the Upload File drop-down list, select the file type.
2. Click Choose File. The Choose File to Upload window appears.
3. Select the file that you want to attach.
4. Click Open. The file you selected is attached.
12. View the status information for a stop:

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1. Click Statuses.

2. If status information is missing, take these actions to update the status information for a stop:

Note
When a status is missing, the status due date appears in red next to the stop information.
A status is only considered missing when it is required by the shipper and the stop's
arrival or departure time has passed.

1. In the date box, type or select from the calendar the actual arrival or departure date.
2. In the time box, from the drop-down list, select the time.
3. Click Submit.
4. Continue to enter missing stop status information as required.
3. If desired, add an optional stop status:
1. Enter this information.
Field

Description

Stop

Number and address of the stop on the load


for the status update.

Update Status

Status or action taken at the stop.

Update Reason

Reason that the status for this stop on the


load was updated.

Status Date

Date of the stop's status update.

Status Time

Time of the stop's status update.

Temperature

Current temperature inside for a closed


trailer or outside for an open trailer.

2. Click Submit.

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4. In the Status History area, view stop status history.
Field

Description

Status

Status or action taken at the stop.

Reason

Reason that the status for this stop on the load


was updated.

Date

Date and time that the status was submitted.

Stop

Number of the stop on the load for the status


update.

Address

Location for a stop.

Temperature

Recorded temperature inside for a closed


trailer or outside for an open trailer.

Submitted At

Date and time the information was updated.

13. If changes were made to the load record, click Save.

View Route Information for a Load


Use this procedure to view this route information for a completed load (carrier move) that is ready for invoicing
using the Loads task (for more information, see Loads Task):
Stop number
Pickup and delivery addresses
Contact information
Item quantity and size information
Loading or unloading time at a stop
Equipment and/or service restrictions
Appointment details

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Loads in the Grid View.

To view route information for a load:


1. From the role drop-down list, select Carrier.

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2. Select the Loads tab. The Loads page appears.
3. In the Filter box, type search criteria to view specific loads, or click Load Saved Filter

and select a

saved search filter. For more information about using the search filter, see Maintain Search Filters in
Carrier Portal.
4. Find the load for which you want to view route information.
5. Click Route. The Route window appears.

6. View this information.


Field

Description

Actual Arrival

Date and time that the load was picked up from or


delivered to the address.

Expected Arrival

Date and time that the load is expected to be


picked up from or delivered to the address.

Planned Arrival

Date and time that the load is planned to be picked


up from or delivered to the address.

Contact Information

Contact person at this stop.

Appointment

Scheduled date and time for a carrier to have a


trailer arrive for pickup and/or delivery. Text will
appear if an appointment has not been scheduled
(Needs Appointment) or if an appointment is not
required (No Appointments Needed).

Quantity

Number of units to be picked up/dropped off at the


stop.

Load Time

Time spent at the stop.

Size

Size details (weight and/or cubic volume) of the


units on the load to be picked up/dropped off at the
stop.

Restrictions

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7. When you are finished viewing the route information for the load, click

View Restriction Information for a Load


Use this procedure to view the equipment and service restriction information for a completed load (carrier move)
using the Loads task (for more information, see Loads Task).

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Loads in the Grid View.

To view restriction information for a load:


1. From the role drop-down list, select Carrier.
2. Select the Loads tab. The Loads page appears.
3. In the Filter box, type search criteria to view specific loads, or click Load Saved Filter

and select a

saved search filter. For more information about using the search filter, see Maintain Search Filters in
Carrier Portal.
4. Find the load for which you want to view restriction information.
5. Click Restrictions. The Restrictions window appears.

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6. View equipment restrictions:
1. Click Equipment.
2. View this information.
Field

Description

Restriction

Identifies whether the equipment is eligible or


ineligible for assignment to the load.

Type

Identifier of the type of equipment used to


transport freight.

Group

Transportation equipment category to which


the equipment type belongs that describes the
equipment's function in transporting freight.

Max Weight

Maximum weight capacity of the equipment.

Max Volume

Maximum cubic volume capacity of the


equipment.

Max Pallets

Maximum number of pallets allowed based on


the equipment's capacity.

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7. View service restrictions:
1. Click Service.

2. View this information.


Field

Description

Service Condition

Service-related requirement for the


transportation provider, driver and/or carrier.

Restriction Origin

Entity to which the service restriction was


applied in RedPrairie Transportation
Management.

8. When you are finished viewing the restriction information for the load, click

View Note and Attached File Information for a Load


Use this procedure to view note and attached file information for a completed load (carrier move) using the
Loads task (for more information, see Loads Task). You can also attach a file to the load record.

Note
You can view and manage data in a card or grid view. This procedure provides the steps when viewing
data in the card view. To work in the grid view, see Work with Loads in the Grid View.

To view note and attached file information for a load:

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1. From the role drop-down list, select Carrier.
2. Select the Loads tab. The Loads page appears.
3. In the Filter box, type search criteria to view specific loads, or click Load Saved Filter

and select a

saved search filter. For more information about using the search filter, see Maintain Search Filters in
Carrier Portal.
4. Find the load for which you want to view notes and/or attached files.
5. Click Notes/Files. The Attachments window appears.

6. View notes:
1. Click Notes.
2. View this information.
Field

Description

Note Origin

Entity to which the note was applied in


RedPrairie Transportation Management.

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Note

Text for notes or special instructions.

Date

Date and time that the note was added.

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7. View attached files:
1. Click Files.

2. View this information.


Field

Description

Upload File

Type of document you want to associate with


the attached file.

File Name

Name of the attached file.

Type

Type of the attachment.

Attach To

Identifier of the load to which the file is


attached.

User

User who attached the file.

Date

Date and time that the file was attached.

3. To view an attachment, click the file name of the attachment.


4. If desired, attach a file:
1. From the Upload File drop-down list, select the file type.
2. Click Choose File. The Choose File to Upload window appears.
3. Select the file that you want to attach.
4. Click Open. The file you selected is attached.
8. When you are finished viewing the note and attached file information for the load, click

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Work with Loads in the Grid View


You can view and manage data in a card or grid view using the Loads task (for more information, see Loads
Task). This procedure provides the steps when working with loads (carrier moves) in the grid view.
To work with loads in the grid view:
1. From the role drop-down list, select Carrier.
2. Select the Loads tab. The Loads page appears.
3. In the Filter box, type search criteria to view specific loads, or click Load Saved Filter

and select a

saved search filter. For more information about using the search filter, see Maintain Search Filters in
Carrier Portal.
4. If you have not already done so, click View Grid Layout

. The data appears in a grid view.

5. If desired, take one of these actions:


Click Expand Address to show the address details.
Click Collapse Address to hide the address details.

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6. View this information.
Field

Description

Carrier

Unique code identifying an authorized carrier.

Load

Unique identifier assigned to a load. A load is a


collection of freight, from one or more stops, that
has been shipped together (also known as a
carrier move).

BOL Number

Bill of lading number. A carrier's contract and


receipt for goods that it agrees to transport from
one place to another, and to deliver to a
designated person or consignee for compensation
upon the stated conditions.

PRO Number

Progressively rotating order number. A billing


number assigned by the carrier and used to assist
in tracking a shipment. It is usually a combination
of the shipper number and a sequential number.

Tendered Charges

Amount of the charge being applied to the invoice.

Origin Address

Address from which the load was picked up.

Origin Arrival Date

Date and time that the load was picked up from


the origin address.

Destination Address

Address to which the load was delivered.

Destination Arrival Date

Date and time that the load was delivered to the


destination address.

Stops

Number of stops on the load route.

Distance

Total distance traveled to deliver the load from the


origin to the destination.

Pallets

Total number of pallets for the entire load.

Cases

Total number of cases for the entire load.

Cube

Total cubic volume of the item. If an item contains


multiple packages, Cube is the combined cubic
volume of all of the packages defined for that item.

Weight

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Total weight of the freight for the entire load.

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7. Take one or more of these actions.
If you want to...

Then...

View the details for a load,

Select the check box next to the row of the load for
which you want to view details, and then click Vie
w. For more information, see View and Manage
Details for a Load.

Manage the status information for a load,

Select the check box next to the row of the load for
which you want to manage the status information,
and then click Status. For more information, see U
pdate Status and Location for a Load.

Quick submit a single invoice for a load that is


ready for invoicing,

Take these actions:


1. Select the check box next to the row of the
load for which you want to quick submit an
invoice.
2. Click Quick Submit Invoice.
3. On the Submit Invoice window, in the Invoi
ce ID box, type a unique identifier for the
invoice. This number is used to differentiate
invoices within the system.
4. Click Submit.

Export data to a CSV file,

See Export Data to a CSV File in Carrier Portal.

Refresh the page,

Click

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Capacity Messages User Guide


Capacity Messages
Description

Description
A capacity message is a message:
Indicating the maximum number of loads (carrier moves) that you are capable of accepting.
Amending (plus or minus) your standard capacity amounts, for example, due to increasing capacities
because additional equipment has become available or decreasing capacities because equipment is no
longer available.
Capacity messages include the date and time on which a capacity is applicable, as well as the origin and/or
destination of the lane.

View Capacity Messages


To view capacity messages:
1. From the role drop-down list, select Carrier.
2. Select the Capacity tab. The Capacity page appears.

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3. View the available information.
Field

Description

Effective

Date and time on which a capacity is applicable.

Carrier

Unique code identifying an authorized carrier.

Origin

Location at which the lane begins. This value may


be expressed as a city, state, postal code, location
identifier or region.

Destination

Lane destination. This value may be expressed as


a city, state, postal code, location identifier or
region.

Capacity

Maximum number of loads (carrier moves) that a


carrier is capable of accepting.

Message

Text message indicating any conditions required


for a capacity update.

Created

Date and time that the capacity message was


created.

Add a Capacity Message


To add a capacity message:
1. From the role drop-down list, select Carrier.

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2. Select the Capacity tab. The Capacity page appears.

3. Click Create New. The Create New window appears.

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4. Enter this information.

Note
Required fields appear with a red asterisk (*).

Field

Description

Origin

Location at which the lane begins. This value may


be expressed as a city, state, postal code, location
identifier or region.

Destination

Lane destination. This value may be expressed as


a city, state, postal code, location identifier or
region.

Effective Date

Date and time on which a capacity is applicable.

Capacity

Maximum number of loads (carrier moves) that a


carrier is capable of accepting.

Carrier

Unique code identifying an authorized carrier.

Message

Text message indicating any conditions required


for a capacity update.

5. Click Submit. The new capacity message appears on the Capacity page.

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