Multi-Leg Revenue Allocation

To allocate a multi-leg load, go to Carrier Operations → Load Management → Loads → Active/Delivered Loads and click to open the menu and then select Allocate. All secondary loads must be dispatched before allocation. Revenue allocation can be done from either the primary or the secondary loads. 

For accessorial allocation, there is an option to hide the allocation. If there are accessorials to allocate, they still need to be allocated in order to save.

Revenue Allocation will be automatically calculated based on the mileage of the secondary loads. To change the allocation values, enter in values that add up to the total price of that section. Click the Save All Allocations button to save the allocations. If the allocations are out of balance, the Save All Allocations button will be disabled and the information for a particular section will show in red.

Revenue allocation is required for all multi-leg loads before being paid. The price of the secondary loads will only change when using a percentage of rate job type. For loads that need to be allocated, the Allocate button will be shown in either HR Admin → Payroll or Finance → Payables → Release Payable in place of the check box.

Allocation locks are required before paying the load in payroll. It is not required when paying loads assigned to owner operators and third party carriers in release payable in  finance. The lock and unlock functionality is only available for users with HR Admin capabilities.

To lock an allocation, click the icon. The icon will change to and the input will be disabled for that secondary load allocation. This saves the allocation individually and enables the first secondary load to be paid prior to assigning the next secondary load.

To unlock an allocation to re-enable editing, click on the icon.