Mcleod TMS

How Chain works with McLeod

In this guide, you will understand how a load that is inside of McLeod interacts with Chain.

Prerequisites:

1. McLeod version 20.2 or higher for Booking capabilities in Chain
2. McLeod version 22.1 or higher for Tracking capabilities in Chain
3. DFM Module in McLeod’s PowerBroker software
4. McLeod App Enabled in your Chain Workspace's Settings > Apps
5. Chain Enterprise License

Additionally, you will need to have someone generate or obtain the following from your McLeod instance:

• set up a username and password within your PowerBroker application for Chain to use. See Generate a username and password for more information
• obtain the URL for your McLeod instance

Basics

• Order numbers are shown as the load number in Chain
• Each movement on an order will be its own load in Chain, with the same order number (same load number), but different stops

Setup in McLeod

The overall set up flow is as follows:

• Generate an accountID in Chain to be used for McLeod.

• Generate a username and password in McLeod for Chain to use, add the accountID from Chain, and Chain's URL to McLeod.

• Provide the username and password to Chain for integration.

  
  

Generate an accountID in Chain

1. Go to Settings > Apps
2. Click on "Enable" under the McLeod app
3. Click on "Generate Account ID" and copy the generated account ID. This will be used in the next steps.

For now, ignore the username and password fields. We will come back to these later.

Generate a username and password

1. Begin by setting up a vendor login id and password in Sys Admin > Brokerage > Freight Matching > Freight Matching Control

2. Click Add.

3. Add a Login ID for Chain. You can use ChainAPI or any other name you prefer.
4. Generate a secure password for Chain. It is recommended to to use a password greater than 12 characters with a mix of upper and lower case letters, numbers, and special characters. Note this password down as you will need to provide it to Chain.
5. Make sure the "Active" checkbox is checked.
6. Paste the Account ID from Chain into the "Account ID" field.
7. Add the following for the vendor contact name and email:

      Name: Chain Dev Support
      Email: dev-support@chaineapp.com
8. Under Webhook URL, paste the following:

https://api.chaineapp.com/apps/events/v1/mcleod

9. Click OK

10. Under the Freight Matching Control screen, make sure the newly created user ID for Chain is included under the "Load booking user(s)", "Create offer user(s)", and "Carrier pay rate provider(s)" sections.

11. At the bottom of the Freight Matching Control, you will have "Process intervals". This allows you to specify how frequently the Freight Matching transaction records should be processed to be sent as notifications to the vendors for updates to your qualified loads and carriers. Values greater than 5 minutes are not recommended. If your system can handle it, 1 minute is recommended.

    
    

12. Other fields to send that will enhance the Chain experience are:

Field Name	Table	Description
disable_automatic_tracking	drs_payee	Disable Driver App Tracking
dot_number	drs_payee	Carrier DOT Number
icc_number	drs_payee	ICC Number
override_drvr_cell	movement	Driver Cell Phone Number
dispatcherUser	movement	Dispatch User
carrier_email	movement	Carrier Email
carrier_tractor	movement	Carrier Tractor Number
carrier_trailer	movement	Carrier Trailer Number
max_buy_rate	movement	Maximum Rate to pay the carrier
override_pay_amt	movement	Rate paid to carrier
override_pay_rate	movement	-
override_targetpay	movement	Target rate to pay the carrier
external_tracking_link_url	movement	Custom field we ask you create to store any tracking links carriers provide
bol_received	order	Field indicating whether the bill of lading was received
operationsUser	order	Operations User
revenue_code_id	order	Revenue Code ID

13. Enable the "Responsibility Output" field in the Freight Matching Control.

Check the box "Enable responsibility output" and make sure the field "revenue_code_id" is checked. This is used to separate loads in different workspaces in Chain.

Add a new field to the movement table

We ask to create a new field on the movement called: external_tracking_link_url. This field is used to add any "external tracking link" that is provided by the carrier. This field will be sent to Chain and it will be tracked with data sent back to McLeod. Below are steps on how to add this field to the movement table.

Credit for the below steps goes to Brandon Bay at LGI.

Steps:

Step 1: Navigate to Sys Admin>Administration> Schema Editor

1. Open Sys Admin> Administration >Schema Editor
2. Use the search function to locate the ‘movement’ table schema.

Step 2: Add Field Information

1. Click on "Field Information."

2. Select "Add" to create a new field.

3. current field name = external_tracking_link_url

4. Data type = varchar Length = 80."

Step 3: Synchronize

1. Navigate to "SQL Generator."
2. Select "Single Table."
3. Click "Synchronize" and then "Execute."

Step 4: Close and Reopen System Administration

1. Close the current window.
2. Go to Sys Admin> Field Marshall
3. Go to "Field Marshall Manager."
4. Select "Loadmaster Main Menu> Dispatch> Dispatch/Movements."
5. Double-click on "Dispatch Agreements."

Step 6: Add External Tracking Link

1. Decide on the placement of the new feature (e.g., below the next scheduled check).
2. Add a "Single Line Text" field.
3. Set the main screen source to "External Tracking Link URL."

Step 7: Verify in Development Environment

1. Ensure you are in the development environment.
2. Check for the presence of the external tracking link.

Setup in Chain

Return to the McLeod app in Chain and fill in the username and password fields with the username and password you created in McLeod.

You will also need to add your McLeod Instance URL. This is the URL you use to access McLeod. If you are unsure about this, please ask your McLeod rep on what your "Freight Matching Instance URL" is which is used to access the Freight Matching API for your instance.