TMS Setup

Use TMS Setup to define default behavior for the Logistics Service Provider workflow.

This page controls Forwarding Order defaults, Freight Order defaults, finance behavior, price list behavior, map provider settings, role center filters, Azure Blob Storage for attachments, and report defaults.

TMS Setup page

How to open the page

Use one of these options:

  • search for TMS Setup,
  • open it from Manual Setup,
  • open it from the TMS role center if your role center includes setup actions.

Minimum setup checklist

Complete these items before users start working:

  1. Fill the number series used by TMS.
  2. Select the default Forwarding Order Type.
  3. Create status profiles for Forwarding Orders and Freight Orders.
  4. Create stage profiles for the transportation process.
  5. Set up Services for customer billing.
  6. Set up Charges for vendor and carrier costs.
  7. Configure posting controls for settlement and Forwarding Order posting.
  8. Configure Freight Order Types.
  9. Configure map provider settings if distance or route calculation is used.
  10. Configure Azure Blob Storage for Attachments when external file storage is used.
  11. Choose Set default reports if report selections are missing.

Setup by process

If your company uses Set up these areas
Basic forwarding Forwarding Order Types, number series, statuses, and stages.
Carrier execution Freight Order type, carriers, vehicles, drivers, and stage rules.
Customer invoicing Invoice document type, services, service mapping, customer currency, and posting setup.
Carrier cost allocation Charges, purchase line mapping, settlement controls, and vendor setup.
Price automation Price List Enabled, default price list, services, and price records.
Map and route calculation Map Provider, API key, map locations, and coordinates.
Attachment governance Attachment categories, Azure Blob Storage, and status requirements.
Guided order creation Forwarding Order Types, Freight Order Types, number series, and Order Wizards.
Role Center monitoring Filter captions and values for role center cues.

Settings most teams review

Area What to review
General Global status control and core default behavior.
Control Weight, volume, footage, and logistic unit controls.
Finance and Invoicing Invoice type, date behavior, credit limit warnings, and posting controls.
Price List Whether pricing is enabled and which price list is used by default.
Forwarding Orders Default type and source defaults.
Freight Order Default type, unit type, charge distribution precision, and execution status profile.
Map Provider Settings Google Maps provider and API key.
Role Center Settings Cue filter captions and values.
Azure Blob Storage External storage for TMS attachments.
Reports Default report selection setup.

Useful actions

Action Use it for
Set default reports Reset default report selections for TMS documents.
Check Connection Test Azure Blob Storage connection.
Transfer Attachments to ABS Move existing TMS attachments to Azure Blob Storage.
Free Space Remove imported file payload after transfer to Azure Blob Storage.

Verify setup

  1. Search for Forwarding Orders and confirm the page opens.
  2. Create a test Forwarding Order.
  3. Confirm a Forwarding Order Type can be selected.
  4. Confirm stages and statuses appear as expected.
  5. Add one settlement income line and one cost line.
  6. Confirm the expected invoice and charge actions are available.
  7. Create a Freight Order from a stage.
  8. Run the first forwarding job tutorial in a sandbox.

Troubleshooting

Problem What to check
Forwarding Order cannot be created Check default Forwarding Order Type, number series, and permissions.
Freight Order action is disabled Check the Forwarding Order status and status profile permissions.
Settlement cannot create an invoice Check service mapping, invoice document type, customer, and status permissions.
Posting is blocked Review posted document control, settlement document posting, and FWO posting date control.
Attachments do not move to Azure Blob Storage Check account name, container, account key, and Check Connection result.