Assign loads to existing booking – Validation

Validation is performed to verify the compatibility of the loads and booking. Many of these validations are also performed when creating a booking:

• The target booking must not be active in the booking revisions process.
• All shipments for loads on a booking must satisfy the Location Consolidation Rule for Shipments on Bookings defined in Global Settings. See “Global Settings - Transaction Management - Load 2 tab fields”.
• All shipment legs on the loads for a booking must have same origin and same destination (i.e. Location ID, Location Type and Full Address must be equal for all shipment legs).
• All loads on booking must have same starting and same ending locations and starting/ending full addresses.
• Selected loads must not already be attached to a trip or booking.
• Selected loads must not currently be suspended.
• Selected loads must each have at least one attached shipment leg.
• Selected loads cannot have driver assignments.
• Division for all selected loads must be equal to the division for the booking.
• Freight terms for all selected loads must be the same. If all loads on a booking have Freight Terms as Collect, then all loads must have same Bill To Customer ID.
• If selected loads have different Customer IDs, then Allow Mixed Trips/Bookings check box for each of these customers must be selected.
• Operational Status for the loads must not be Tendered or higher (i.e. must not be Tendered, Tender Accepted, Confirming, In Transit, Completed, Closed or Cancelled).
• Selected loads must in Planned status if the booking is in Tendered or Higher status.
• Operational Status for booking must not be Cancelled or Tender Rejected.
• Financial Status for the loads and booking must be Ineligible or Voucher Pending.
• All hard-committed values such as Carrier, Service, and Primary Schedule must be the same across all loads and booking.
  • If Booking has hard committed primary schedule, then:
    • If there is hard committed carrier on loads, then hard committed carrier on loads must be the same as carrier on the booking.
  • If load has hard committed primary schedule, then
    • If booking has hard committed carrier, then booking carrier must be the same as carrier on hard committed primary schedule loads.
• If carrier for one or more of the designated loads is hard committed, this carrier must allow bookings. This will be true when there is at least one tariff for the carrier with a service where the Assign to Booking flag is True.
• Re-planning cannot be active for the selected loads and the booking.
• Selected loads cannot currently be engaged in the Carrier Sequential Tendering (CST) process.
• If the booking is attached to a plan, then all selected loads that are attached to a plan must be attached to the same plan as the booking.
• All selected loads that are attached to a plan must be attached to the same plan.
• For each selected load, either of the following must be true:
  • Scheduling Active set to True.
  • Primary Schedule is hard-committed.

Empty loads can be assigned to an existing booking so long as the stops are built. In this case, validations related to load shipment legs (that is, Customer ID, Freight Terms, Bill To Customer, Location Consolidation Rule) are deferred on empty loads; these validations will occur when a shipment leg is assigned to the load.

Loads are allowed to be manually assigned to a booking even when the Eligible for Booking Continuation flag for the load is False. Also, bookings where the Eligible for Continuation flag is False is eligible for manual extension. The Eligible for Booking Continuation flags for the load and booking are used by the Optimizer to determine if loads and bookings should be considered during booking creation / extension strategies.

If validation fails for any of the selected loads, none of the loads are added to the existing booking.