First-Time Setup
Chapter 1 — Base Configuration

Configuring your transportation settings

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LESSON INFO

Audience

  • Facility admins who maintain transportation master data used in shipping, receiving, and scheduling.
  • Implementation team members setting up transportation entities for go-live.

Prerequisites

  • You can log in to Themis-Trace.
  • You have permission to view and maintain (Create, Edit) carriers.

Skills you’ll build

  • Create a viable carrier record that can be selected from relevant forms.
  • Make safe changes (edit vs deactivate vs delete) while avoiding downstream failures.
  • Verify carrier availability in an operational flow that filters carriers by transportation mode.

LESSON OUTLINE

Concept

A Carrier is an entity responsible for the movement of product from one facility to another.

  • Where this configuration lives
    • Carriers are maintained in the web app under: Home → Administration → Transportation Maintenance → Carriers.
  • What downstream screens use this data
    • Receiving & Shipping Order dropdowns load carrier options from the Carriers table, and the available carriers are limited by the selected Transportation Mode.
    • Schedule Item Types can store a Transportation Mode selection.

Create a carrier

  1. Go to Administration → Transportation Maintenance → Carriers.

  2. Select New.

  3. Enter required fields (as marked in the form):

    • Name
    • SCAC
      • Required for EDI transactions

  4. Optional fields:

    • Transportation Mode

    • Title

    • Location

    • Description

    • Contact details

      Note: If you enter anything in the contact section (Title, Location, Email Address, Phone Number, etc.), then Contact Name becomes required.

  5. Select Save & Close.

  6. Confirm the carrier appears in the grid and is Active.

When to edit vs deactivate

  • Edit: routine changes
    1. Open the carrier from the grid.
    2. Update fields.
    3. Use Save (to keep working) or Save & Close.
    4. If you change Name, expect a confirmation prompt warning that the change affects associated records.
  • Deactivate: remove from selection without breaking histories
    • Use Deactivate/Activate on the carrier form, or batch Activate/Deactivate from the grid.
    • Deactivation prompts for confirmation and saves immediately.
    • Batch Activate/Deactivate notes:
      • Selecting Activate on an already-active record makes no change and throws no error.
      • Selecting Deactivate on an already-deactivated record makes no change and throws no error.

Verification

  1. Choose a workflow that filters carriers by Transportation Mode.
    • In Master Orders, carrier options are limited by the selected Transportation Mode selected.
  2. In that workflow:
    1. Select a Transportation Mode.
    2. Open the Carrier dropdown.
    3. Confirm the carrier appears.
  3. If you are validating Transportation Modes:
    • Confirm the Transportation Mode you expect exists and is not deactivated.

COMMON ISSUES

    • Likely cause: Carrier is deactivated, the carrier is filtered out by a Transportation Mode selection, or the carrier record is missing required UI fields.

    • Checks:

      • In Administration → Transportation Maintenance → Carriers, confirm the carrier is Active.

      • Open the carrier and confirm required fields are populated:

        • Name

        • Carrier Type

      • In the downstream workflow (for example, Master Orders), confirm which Transportation Mode is selected.

    • Fix: Activate the carrier, update required fields, then re-check the carrier list after selecting the intended Transportation Mode.

    • Likely cause: Required fields are missing, or contact details were partially filled, triggering Contact Name to become required.

    • Checks:

      • Confirm Name is provided.

      • If any contact detail fields are filled, confirm Contact Name is also filled.

    • Fix: Populate the required fields and select Save & Close again.

    • Likely cause: A unique constraint on Carrier Name.

    • Checks:

      • Search the grid for an existing carrier with the same name.

      • Remember the Name field is limited to 30 characters.

    • Fix: Reuse the existing carrier when appropriate, or choose a unique name within the length limit.

    • Likely cause

      • The carrier is referenced by downstream operational records (for example, receiving orders, shipping orders, master orders), and server-side delete protection is blocking deletion.

    • Checks

      • Assume the carrier is already referenced.

      • If possible, identify where the carrier is being selected (Receiving, Shipping, Master Orders).

    • Fix

      • Prefer Deactivate to remove it from selection without breaking histories.

      • If deletion is required, remove or correct downstream references first, then retry.