Brokers

Form ID: (SO303500)

You use this form to create and maintain a contact record for each broker whose services your company uses for deliveries of international shipments by external carrier services.

This form is available only if the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.

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Summary Area

In this area, you can specify the settings for a new broker or select the identifier of an existing broker for viewing and possible modification.


Element	Description
Broker	The identifier of the broker. You can select an existing identifier or create a new one. When you save a new record, the system automatically inserts the value from the Last Name box to this box.
Status	The status of the broker. You can select one of the following options: Active: The broker is active, meaning that it can be specified in shipments. The broker can be specified for a shipment in the Broker Info section of the Shipping tab of the Shipments (SO302000) form. Inactive: The broker is inactive, meaning that it cannot be specified in shipments.

Details Tab

On this tab, you can specify the contact information and the address of a broker.

Table 1. Contact SectionThis section contains the settings related to the contact information of a broker.
Element	Description
First Name	The first name of the broker.
Last Name	The last name of the broker. This box is mandatory.
Company Name	The name of the broker's company. This box is mandatory.
Job Title	The broker's job title or position.
Email	The email address of the broker.
Type and Phone Number	The phone number of the broker and its type; you select the type (unless you want to leave the default option) and then enter the phone number. You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant, Fax, Home, or Home Fax. The boxes are mandatory.
Web	The URL of the website associated with the broker, if applicable.

Table 2. Address SectionThis section contains the settings related to the address of a broker.
Element	Description
Address Line 1	The first line of the broker's address. This box is mandatory.
Address Line 2	The second line of the broker's address, if necessary.
City	The city of the broker's mailing address. This box is mandatory.
State	The state or province of the broker's mailing address. [1]janice.paganiniBut since the box is mandatory, what do you do if this condition is NOT met?2023/09/0423:10:30-04:00 If a list of states is available for the country that is specified in the Country box, select a state from the list, which is based on the states defined for the selected country on the Countries/States (CS204000) form. This box is mandatory.
Postal Code	The postal code of the broker's address. This box is mandatory.
Country	The two-letter code representing the country of the broker’s mailing address. You can select a code from the predefined list of countries. T[2]janice.paganiniT2023/09/0423:11:12-04:00[3]janice.paganiniinsert2023/09/0423:11:12-04:00When you are creating a new broker, the system populates this box with the default country, which is defined[4]janice.paganinidefined2023/09/0423:11:43-04:00[5]janice.paganiniinsert2023/09/0423:11:43-04:00specified [6]janice.paganiniinsert2023/09/0423:11:32-04:00for the current branch on the Branches (CS102000) form ([7]janice.paganini(2023/09/0423:11:48-04:00in the Default Country box [8]janice.paganiniinsert2023/09/0423:11:52-04:00(in the Configuration Settings section of the Branch Details tab). You can override this value. This box is mandatory.
Validated	A check box that indicates (if selected) that the address has been validated with a third-party specialized software or service. [9]janice.paganiniWe might want to say INITIALLY cleared by default; if a user changes any part of the address, the system clears it again. Isn't that right? if so, we may also want to say it is "... updated only by the system. The system selects the check box after the address is updated and clears it if a user changes the address after validation." How can this address be validated? I don't see any address validation form for brokers, and there is no command on this form to validate the address.2023/09/0423:16:20-04:00This check box is cleared by default, read-only, and updated by the system after the address has been validated. The check box is displayed on the form only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.