BrokerWare System Updates

New Features & Enhancements

Regions Audit Log

• Added an audit log and change-tracking history for tariff regions to provide visibility into historical updates. This allows users to track modifications, troubleshoot pricing inconsistencies, and maintain operational accountability.
  • Audit Log Data Collection: Automatically captures metadata whenever a tariff region is created, updated, or deleted, including the timestamp, user ID, action type, modified parameters, and old vs. new values.
  • Added a View Region Notes section to view client-wide region changes in reverse chronological order.
  • Added a View History modal per region, displaying region-specific modification logs.
  • Added region name visibility directly within the log entries to clarify which region each change applies to.

Customer Contacts - Customer Notes

• Added automated date-stamped audit notes for updates made to customer contacts and invoice preferences to improve operational tracking and transparency.
• Automatically records date/time-stamped notes for any updates, additions, or disabled status changes to customer contacts.
• Access Level Tracking: Logs updates to customer access levels, including detailed permission changes.
• Invoice Preferences (Primary Email): Captures timestamps for updates, additions, or removals of the primary accounting email.
• Invoice Preferences (Additional Contacts): Logs timestamped removals of additional accounting contacts.
• Default Note Settings: All newly generated audit notes default to General | Private.

Intermodal Shipment Mode

• Added 5 new rail ramp options to the Route dropdown menu under Shipment Information when Intermodal mode is selected:
  • CSX South Kearny
  • CSX Syracuse
  • CSX Philadelphia
  • NS Croxton
  • NS Morrisville

Workflows - Credit Evaluation & User Groups

• Added informational guidance banners and relative cross-links between the Credit Evaluation and Workflow User Groups pages.
  • The User Groups page now includes a direct link guiding users to the Credit Evaluation section to manage credit evaluation rules.
  • The Credit Evaluation page now includes a direct link to the Workflow User Groups section to set up group channels.

Disable Credit Limit Exceeded Warning

• Added a global system setting (Disable Credit Limit Exceeded Warning under Defaults > Accounting & Finance) that allows booking and dispatch workflows to bypass the standard credit limit warning when enabled, preventing unexpected pop-ups and blocked bookings for over-limit accounts.
• System Default Setting:
  • Setting Enabled (True): Staff and non-admin users can book or dispatch orders for customers exceeding their credit limit without triggering the Credit Limit Exceeded Warning popup.
  • Setting Disabled (False): Normal credit check behavior applies. Attempting to book or dispatch for an over-limit customer triggers the warning and blocks the action unless the user possesses explicit bypass permissions (Bypass Over Credit Limit / Bypass Carrier Insurance).

Unbilled Report

• Integrated In Dispute and In AP Audit columns to the right side of the Unbilled Shipment Report.
• Allows users running the Unbilled Shipment Report to immediately identify if an unbilled shipment is already being worked through the Dispute or AP Audit processes. (Workflows)

Invoice Preferences - Include Load Number in Invoice Email

• Added functionality under Customer Invoice Preferences allowing users to include the Load/Shipment Number in customer invoice email notifications.
  • Single-Load Invoices: Appends the Load ID to both the email subject line (e.g., "Invoice Delivery - Load [Load#]") and the invoice line item in the email body.
  • Multi-Load Invoices: Appends individual Load IDs to each respective invoice line in the email body (subject line remains unchanged).

Customer Address Book Export File

• Updated the Customer Address Book export file (To Excel) to match the layout and structure of the import template.
  • Removed Column A (id) from the exported file.
  • Aligned column headers and column order directly with the import template (CustomerName, Email, Address, Address2, City, State, Zip, Country, Phone, Fax, ContactPerson, CompanyName, Load Location Code, Drop Location Code, IsShipping, IsBilling, PublicNotes, BrokerPrivateNotes, CustomerPrivateNotes, Accessorials, CloseTime, OpenTime).

Commission Report & Unbilled Report (Workflows)

• Added the Shipping Name field to the Commission Report and Unbilled Report. The values are automatically populated from each customer's designated Shipping Address in their Address Book.

AP Audit (Workflows)

• Improved page loading times and responsiveness when loading data, swapping approval tabs, applying/resetting filters, and reviewing approvals.
• Updated dispute note tracking to streamline approval flow behavior.

EDI 210s

• Implemented division-level access control on the EDI 210 Matching view. Users now only see unmatched EDI 210 exception records and candidate loads that belong to their authorized divisions.
  • Division-Based Access Control
    • Single-Division Users: Restricted strictly to unmatched EDI 210 invoices tied to their assigned division.
    • Multi-Division Users: Can view unmatched EDI 210 invoices across all assigned divisions.
    • Unassigned Users: Access to unmatched EDI 210 invoices is completely hidden.
    • Admins & Global Users: Retain complete cross-division visibility when choosing global views.
  • Enhanced Attribution & Candidate Matching
    • Expanded Matching Logic: In addition to standard PRO# and SCAC matching, candidate matching evaluates reference numbers across Load Number, BOL#, and PO#.
    • Dynamic Filtering: Unmatched candidate loads falling outside a user's assigned division are automatically hidden from their view without altering underlying EDI processing or audit records.

Staff Information to Include Groups

• Added a dedicated Staff Groups panel directly on the Edit Staff page, removing the requirement to navigate to Admin Tools > Staff Group List to update assignments.
• Administrators can select any available group from the dropdown to assign it to an employee or click Delete/Remove to unassign existing groups immediately.
• Adding or removing a group assignment automatically records an entry in Staff Notes.

Staff Access - Access Integrations Menu & Pages

• Introduced a granular permission control—Access Integrations Menu and Pages—under the Manager/Admin security framework to manage user visibility and access to integration-related functionality, tools, and reporting pages.
  • Enabled: Grants access to sidebar links for Carrier Integrations, QuickBooks Online, Partner Integrations, and Power BI Reports.
  • Disabled: Hides integration-related menu options from non-authorized users to reduce UI clutter.
• Users without permission who attempt to bypass navigation via direct URLs are automatically redirected to the main dashboard.

Load Number Search Query Optimization

• Parameterized load-number prefix queries across header search, linked-load search, and TP Audit reports.
• Fixed an issue where each distinct typed number generated a unique cached query and SQL literal, preventing plan-cache bloat and reducing memory usage.
• Standardized load-number prefix search to require at least 3 characters before returning results across search surfaces.

Invoice Preference - Additional Documents

• Enhanced Customer & Third-Party Payer Invoice Preferences to support configurable system document types beyond BOL/POD. Enforces required uploads, updates popup notification warnings, and automatically appends public documents to invoice PDFs during invoice printing.
  • Configurable Required Documents: Added a dropdown selection in Invoice Preferences (populated from system document types) to specify additional required/enforced document types alongside BOL/POD.
  • Third-Party Payer Preference Alignment: Resolved logic so that when a load utilizes a third-party payer, the system enforces document requirements based on the payer’s invoice preferences rather than the customer’s.
  • Invoice PDF Attachment: Any required documents uploaded to the shipment with PUBLIC permission will automatically merge into the final invoice PDF output.
  • System Warnings & Holds: Integrated selected document types into all popup warning notifications and invoice hold validation logic prior to release.
• Additional Required Docs

Sales Order

• Fixed an issue where the Sales Order # field was visible on the Shipment Profile page but failed to appear on generated Bill of Lading (BOL) documents.

Lane History

• Added a dedicated Miles column to the Lane History reporting grid.

Master Account - Shipping Name on Load Profile (Workflows)

• Updated the shipment load profile screen to display the specific Customer Profile / Shipping Name instead of defaulting to the parent/master account name.
• Updated the "Change Payer" card picker modal to display and search by the specific shipping location name, allowing stations to distinguish between sub-accounts under the same parent company.

Booked - Not Covered: Rate and Book Lowest Cost Carrier

• Updated the dropdown action item text from "Rate with Low Cost" to "Rate and Book Lowest Cost Carrier" to provide clearer, more accurate verbiage for users.

Commissions - Unbilled Report (Workflows)

• Automated the cancellation of stale shipments on the Commissions Unbilled Report via background job.
• Automatically updated to Cancelled if the pickup/target ship date is more than 30 days past and no updates have occurred in the last 30 days.
• Automatically updated to Cancelled if the pickup/target ship date is more than 30 days past, there are no updates in the last 30 days, and no PRO number exists for the Primary Carrier.
• Loads updated by this background job have a Private Operation note added to the Shipment Notes. Shipments manually reinstated will not be re-cancelled by subsequent background runs if updated within the last 30 days.

Auto-Assign Location Codes for Saved Addresses

• Customers can now automatically assign load point and drop point codes whenever an address is saved in the TMS.
  • New Settings: Two preferences have been added under the General tab in Customer Tools: "Auto-assign location codes" (on/off) and "Location code prefix" (e.g., VND).
  • Automatic Code Generation: When enabled, any new address saved with an empty load point or drop point will auto-populate using the format {Prefix}{AddressBookID} (e.g., VND12345). Both load point and drop point receive the same code.
  • Existing Codes Preserved: Existing location codes will never be overwritten.
  • Broad Support: Applies across all address creation methods, including the Customer Address Book, Full Form / Shipment Profile, EDI-created addresses, and Customer Address Book imports (with codes included in address book exports).

Synchronize Fuel Markup to Tariff Markup

• Coupled fuel surcharge markups with blanket tariff uplifts to ensure automatic synchronization and prevent uncaptured fuel revenue.
  • Blanket Tariff Customers Only: Rules apply strictly to customer accounts using blanket/markup tariffs.
  • Automatic Uplift Synchronization:
    • If the Blanket Tariff Uplift > Fuel Surcharge Uplift, the fuel surcharge automatically updates to match the blanket tariff uplift percentage.
    • If the Blanket Tariff Uplift ≤ Fuel Surcharge Uplift, the fuel surcharge remains unchanged (fuel surcharge takes priority when set higher).

Pallet Count on BOL

• Added configuration flags at both the Division and Customer level to control whether pallet counts print on the Bill of Lading (BOL).
  • Customers can inherit their Division’s setting via the -- Default -- option in Customer Preferences.
  • Explicit Customer-level settings (Yes/No) override the Division-level setting.
• When enabled for a customer or division, the pallet count automatically displays alongside unit counts on the BOL for palletized loads (pallet counts of 0 will not print).

Staff Permissions - Edit Carrier Bill # After Completed

• Added a new staff permission under Accounting called "Edit Carrier Bill # After Completed" to manage edit access for the Carrier Freight Bill # field on completed shipments.
  • Completed Shipment Guard: On Completed shipments, editing the carrier bill number is strictly restricted to staff members assigned this specific permission.
  • If a shipment's freight bill has already successfully synced to external accounting systems (e.g., Oracle or QuickBooks), modifications to the bill number remain locked to preserve accounting integrity.
  • Allows updates for rejected or failed AP syncs (e.g., duplicate invoice errors requiring bill number corrections) so accounting can resolve sync errors and process carrier payments.
  • When modifying an eligible completed carrier bill number, the Payable Date remains locked and unaffected.

Enable Original Cost Column

• Added a new global default setting, Enable Original Cost Column (Disabled by default).
• When enabled, the system automatically captures and persists shipment costs once an LTL mode shipment reaches Delivered status. This is visible strictly to buyer brokerage staff and remains hidden from customer logins and seller brokerage staff.
• Shipment Profile & Commodity Breakdown:
  • Displays a read-only Original Cost column next to the "Cost" column in the Commodity section upon delivery.
  • Captures cost variance by retaining original values even if subsequent cost edits occur or if the shipment status shifts back from Delivered.
  • Remains strictly read-only within the Edit Commodity view.
• Bazaar Pricing Change Alerts
  • Pricing Variance Notifications: Displays a warning alert in the Commodity section on the buyer side whenever a pricing change occurs on a Bazaar shipment (active only when the Original Cost default is enabled).
  • Alert Management: Includes a direct option within the notification banner to dismiss/remove the alert.
• Original Cost Tracking Pricing Change Alerts

Canceled Shipment Notes

• Enhanced load cancellation logging to dynamically append the specific source or trigger mechanism to shipment notes and backend audit logs upon cancellation.
• System notes generated when a shipment/load is canceled now reflect the specific trigger context:
  • Customer API: "[Load number] cancelled via Customer API (API Key/User ID: [ID])."
  • Carrier API: "[Load number] cancelled via Carrier API ([Carrier Name])."
  • Carrier EDI: "[Load number] cancelled via Carrier EDI ([Carrier Name])."
  • Manual Trigger: "[Load number] cancelled manually by [User Name]."
• Note context is captured across both UI shipment history and backend audit databases.

Partner Integrations

Emerson Tracking Devices (formerly SANTRAX)

• Updated the integration name from SANTRAX to Emerson Tracking Devices across the system.

My Carrier Portal (MCP)

• Added automatic note stamping to Carrier Notes when initiating an Update with MCP action.
• Improves audit logging and transparency by providing a clear record of why carrier insurance details or dates changed following an MCP update.

Shiplify

• Added logic to detect Shiplify-provided accessorials during address and rate lookups in the Load Confirmation/Routing (LCR) screen.
• Auto-Add Toggle Setting: Introduced a configurable system/user setting allowing users to enable or disable the automatic addition of detected accessorials.
• Address Section Visibility: Detected Shiplify accessorials are now clearly displayed near the address section in the LCR screen regardless of whether the auto-add setting is enabled or disabled.
• Rerate Notification Banner: Added a notification alert in the Advanced modal (“Accessorial found. Rates must be rerun.”) when a newly detected accessorial impacts rating.
• Shiplify Accessorial Notifications Auto Add Toggle

Carrier Integrations

Pitt Ohio

• Updated line item mapping to match commodity costs sequentially in request order with a 1 lb weight tolerance.
• Added fallback logic to inject remaining charges/residual rounding cents into the first commodity line, ensuring no total carrier cost is dropped.
• Corrected handling for floor minimums and deficit weight ("AS") line items.
• Fixed an issue where Pitt Ohio rounded fractional commodity weights up to whole pounds, causing the system to miscalculate carrier costs, resulting in carrier cost errors and blocked quotes.

Pitt Ohio - Fast Track API

• Added support for PITT OHIO’s Special Services / Fast Track API to calculate guaranteed LCR quotes.
• Integrated Fast Track rating into the LCR under Guaranteed Rate, displaying as "Fast Track Service by 5pm". The rate calculates as the Standard base rate plus the Fast Track service charge.

FedEx Freight

• Integrated the new FedEx Freight Developer Portal API platform into BrokerWare. This upgrade updates authentication, rating, shipping, tracking, and pickup features while maintaining full support for existing FedEx Freight workflows.
  • New Integration Option ("REST NEW"): Added REST NEW as a rating type alongside existing options. Updated previous REST configurations to REST LEGACY to preserve current setups.
  • Transitioned authentication to 3PL Systems-managed OAuth (Client ID and Client Secret) with support for the required scope=fxf-api and x-client-id headers across request flows.
  • Client accounts no longer need to maintain their own FedEx Developer credentials—only customer-specific FedEx account details and billing parameters are required.
• Added support for FedEx Freight Direct (home delivery) rates on REST-based FedEx Freight Priority and Economy tariffs when service level filtering is enabled.
  • Each enabled Direct service level (Direct Basic, Direct Basic by Appointment, Direct Standard, and Direct Premium) returns as its own distinct quote alongside regular FedEx quotes.
  • Added proper CarrierServiceLevel mapping across all FedEx Freight quotes (including Standard and Guaranteed) to ensure valid quotes are preserved when tariff service level filtering is active.
• How to Transition to the New FedEx Freight REST API

AM Home Delivery

• Added configurable default contact details (name, phone, email) to AM Home Delivery’s carrier integration settings.
  • When a quote request is missing shipper or consignee contact information (such as zip-only API quotes or UI short forms), the default contact is automatically applied to retrieve AM Home Delivery rate quotes.
  • The default placeholder contact is used strictly for rating purposes and is never saved to the load or displayed upon booking.

Deliveright

• Integrated directly with Deliveright to support quoting, load booking (pickup & delivery), automated tracking, e-BOL/shipping labels, and proof of delivery (POD) retrieval.
  • Itemized Quoting: Deliveright quotes now display in carrier options with fuel surcharges itemized as a separate line item.
  • Automated Load Booking: Booking a load directly transmits pickup and delivery details to Deliveright, stores the carrier order number, and prevents duplicate bookings.
  • Automated Tracking & Status Updates: Load statuses update automatically from pickup through final delivery.
  • Documentation & POD Automation:
    • Electronic BOL (e-BOL) and shipping labels are immediately available upon booking.
    • Proof of Delivery (POD) documents and delivery photos automatically save to the load profile upon completion.

Pilot Freight

• Updated tracking logic for Pilot (PAAF) so that new delivery appointment windows automatically update the shipment's Delivery Window and log in the date change history.

Bug Fixes

ABF Freight

• Fixed an issue in the ABF Freight rating and tender integration where pallet quantities were defaulting to 1 per freight line (UnitNo), regardless of the actual pallet quantity on the shipment.
• Resolved rating discrepancies between carrier quotes and final customer charges caused by incorrect unit counts in the rating requests.

Metro

• Resolved an issue where Metro loads remained in Dispatched status after a carrier reported a pickup. The system now correctly processes pickup status updates when followed by unrecognized paperwork events, ensuring loads seamlessly update to In Transit.

AM Home Delivery

• Consignee contact details (name, phone, email) sent to RatingWithRateQuoteId are now properly passed to AM Home Delivery instead of being dropped, allowing AM Home Delivery rates to successfully return in API quotes.
• Unique BOL numbers are now generated for API quotes to prevent rate rejections caused by duplicate BOL errors.

Delivery Order Document

• Fixed an issue where entered commodity seal numbers were missing from generated Delivery Order PDF documents, creating documentation gaps during consignee sign-off.

Velocity View

• Resolved rendering and menu state toggle issues in Velocity View. Selecting "Needs Follow-Up" now correctly displays the follow-up icon next to the load number and dynamically updates the Actions menu to "Remove Needs Follow-Up" (and vice versa).

Commission Report

• Fixed issues causing missing and duplicate records on the Commission Report.

Customer Sales Access

• Resolved an issue where staff users assigned to the Customer Sales role bypassed component visibility rules and permission restrictions due to improper evaluation ordering. Staff permissions are now evaluated prior to customer permissions, preventing Customer Sales users from taking unauthorized status actions when component visibility is disabled.

AP Audit (Workflows)

• Resolved an issue where loads with a confirmed delivered date were incorrectly flagged with a "Delivery Date is Missing" status in AP Audit. This fix resolves a background process issue to ensure accurate tracking status across loads.