General tasks

Set a load to planned status – attached loads (Employee)

Display load container information (Carrier/Employee)

Load Schedule List (Employee)

Set the first stop appointment for a load (Employee)

Suspend a load (Employee)

Unsuspend a suspended load (Employee)

Approve a load composition (Employee)

Unapprove a load composition (Employee)

Display the list of loads attached to a plan (Employee)

Display the distance/time overrides list (Employee)

Display the list of shipments assigned to a load (Employee)

Display the list of stops of a load/Work with Stops screen (Employee)

Display load properties (Employee)

Create a load (Employee)

Display the transfer shipments between loads screen (Employee)

Display load scheduling and override details (Employee)

Display memo comments (All)

Display tender contacts (Carrier/Employee)

Generate an event for a load (Employee)

View/Update load vehicle information (Carrier/Employee)

Display the resource utilization chart (Carrier)

Search for loads attached to a plan (Employee)

Manage the domicile resources for a load or trip (Carrier)

Display the CEA resources for a load, trip, or booking (Employee)

Create or view notes (All)

Load Planning tasks

Change current plan for a load (Employee)

Delete a load from a plan – Attached loads (Employee)

Select a load's shipments for optimization (Employee)

Update planning status for loads (Employee)

Trip Planning tasks

Assign a load to an existing trip (Employee)

Assign loads to a trip (Employee)

Rating tasks

Display load gross margin (Employee)

Display payable carrier overrides/list of charges (Employee)

Display the list of charge overrides for a load (Employee)

Display the Rate Shop screen for loads (Employee)

Display the Route, Rate and Schedule screen for loads (Employee)

Booking Planning tasks

Assign a load to an existing booking (Employee)

Assign loads to a new booking (Employee)

Remove the booking merge-in-transit consolidation class for a shipment or load (Employee)

Reference Number tasks

Display load reference numbers (Carrier/Employee)

Display the load reference numbers single page view (Carrier)

Status Control tasks

Cancel a load (Employee)

Cancel re-planning for a load (Employee)

See Also

Work with Plan (Employee)

Shipment information in load lists