How a Carrier Rep can be added to Truckload shipments.
Add Carrier Rep for TL Shipments
When a linehaul carrier is added or modified in the linehaul transit leg, we promptly update the carrier representative field on the shipment reference numbers. In the event that a carrier is removed, the information stored in the carrier representative field will be securely deleted.
Note: If a carrier rep is set at the LSP carrier, that will supersede the user assigning the carrier to the shipment. (See next section for details)
When a shipment is sent to a posting service with the “book now” option, we will set the carrier rep to be the person that created the load.
New Accounting Org level setting - Add Carrier Rep to commissions.
Commission Carrier Reps - info message - When selected, this will attempt to add a commission record to the shipment for the user that is set as the carrier rep or the user that assigns the carrier to the shipment.
This defaults to False.
Action - When this is set, we will add a commission record to the shipment that is for the carrier rep. We will need to remove the old carrier rep if a new carrier rep is being added.
This will be triggered with the same process as adding the carrier rep to the shipment reference numbers. It will only apply to the linehaul carriers.
Carrier Rep on LSP Carrier Profile page
A Carrier Rep can be added to the LSP Carrier profile page. We use this for certain integrations as needed. (i.e., Parade, Truckstop)
Assuming the organization has the 'Add Carrier Rep Commission' setting enabled, there's a carrier rep on the LSP Carrier profile, and the carrier rep has a valid default commission, whenever this carrier is assigned to a shipment, the LSP carrier rep commission will override the commission of the user who assigned the carrier to the shipment.
However, when the carrier is then modified by another user, the system will add a new carrier rep commission but will not remove the previously added carrier rep commission.
