Assign loads to new booking - Validation

The following validations are performed to verify the eligibility of the designated loads:

• All shipments on selected loads 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)., and location full addresses.
• All selected loads must have same starting and same ending locations and starting/ending full addresses.
• All selected loads that are attached to a plan must have the same Plan ID.
• None of the selected loads are currently 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 the same.
• Freight terms for all selected loads must be the same. If all loads having 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).
• Financial Status for the loads must be Ineligible or Voucher Pending.
• All hard-committed values such as Carrier, Service, and Primary Schedule must be the same across all loads.
• If carrier is hard committed for any selected load, this carrier must be configured to 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 any of the selected loads.
• Load cannot currently be engaged in the Carrier Sequential Tendering (CST) process.
• 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 a new 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.

If validation fails for any reason (for example, one of the selected loads is already attached to a booking), the booking cannot be created.