TruckMate 2021.2 New Features: Back Office

In New Zealand, you can self-assess your payable taxes and send yourself an invoice for work provided by a vendor. You can now automatically generate these "probill" references within the interliner payable workflow and assign a probill to the IP records.

In Application Configurator, the CSERV.EXE - IP Autogenerate Probill option controls the automatic generation process.

This auto-assignment occurs when you approve the IP record and its status changes from N to S. If the value is Aggregate and the IP is part of a carrier assignment or a consolidation, auto-assignment occurs on the first IP record that gets approved. The same probill is assigned to all the IP records in the aggregate.

To further support this feature, these IPIIPR.EXE Application Configurator options were modified to allow you to email your vendor automatically upon posting:

In Customer & Vendor Profiles, ensure that at least one of these is true:

Your email template should contain enough contacts in the To field to ensure that at least one valid email contact is included for all vendors affected.

In Customer & Vendor Profiles, you can use the View Email option to see these emails.

Because a template is being used, these emails do not have the attached Crystal Report completed. Use the Forward Email option in the Crystal Report Viewer to send it to yourself, so you can see the completed report.

You are now prompted to save data in these programs:

if you change the main (status) or shop filters while the main query is in one of the edit modes.

This prevents the record in progress from being lost if it had not already been saved manually before the filter was changed.

If the main data set was not in one of the edit modes, no prompt appears.

If you double-click a client ID in the Details grid on the Accessorial Charges tab, the Clients window opens. This window now contains Bill To and Active columns.

As with the Description column, these columns are calculated and cannot be sorted on.

Also, a new "AND CLIENT_IS_BILL_TO = 'True'* condition has been added to the SQL query used by the Select Client window. This window appears when you double-click or press Enter on the Client ID field in the Clients window.

Validation has been added to ensure that clients you add manually are active and valid Bill To’s. If one or both is not true, an error appears.

A new Customer Service Application Configurator option, SLM Use Service Days Rules in Direct Calculations, determines the Service Level Matrix (SLM) times for the pickup and/or delivery portions of the freight bill.

To accommodate this new feature, new fields and a SQL Memo button were added to the Service Days window in Terminal Maintenance.

The serviceable days of the week are also considered when calculating the SLM for a particular freight bill. If the pickup date does not fall on a serviceable day of the week, an alternative pickup date is offered.

A new warning system in the order creation process ensures the Service Days region/exception record used to create the orders is validated against the order’s pickup and/or delivery time.

The Service Days calculation for pickup/delivery checks the terminal’s weekend and holiday setting in the terminal profile. The Service Level Maintenance Application Configurator option Apply terminal holidays determines whether TruckMate checks the pickup and delivery terminal’s holiday setting.

For example, suppose an order is created that goes from BCSUR (VAN_TERM terminal) to ONTOR (ONMIST terminal). The pickup date is Friday, May 21. Both terminals have weekend settings and May 24 as a holiday.

In this example, the SLM log entries resemble the ones in this illustration.

In addition, the new Customer Service Set Admin Status of imported orders that fail SLM calculations Application Configurator option flags any orders where there was a mismatch in the SLM calculations or pickup/delivery window times by changing their admin status.

The new CSERV.EXE Allow Delete of New IP on Freight Bill Cancel Application Configurator option control whether a new interliner record can be deleted when its associated freight bill is cancelled.

You can now access Invoice Print from the Window menu in Customer Service.

TruckMate 20.4 first introduced an intermodal enhancement to create rendezvous bills/trips for arranging container loading equipment.

TruckMate 21.2 further refines the IM Rendezvous feature that is available within the Dispatch programs.

Previously, the totals in the middle of the Driver Pay window (Pay, Ded, Net, LD, MT) were not respecting the Driver Pay Date and Bill Date filters at the bottom of the window.

Now, the totals are tied to those filters as well as to the Trip # filter in the middle of the window.

A new column, Total Functional Pay Amount, was also added to the bottom grid in the Payments tab. It contains the SUM of the DRIVERPAY.TOTAL_PAY_FUNC_AMT for the selected driver.

In the Payment History window, a new Print Check Stub shortcut menu option lets you reprint a posted driver paycheck.

A Copy Contract wizard is now available from the Tools menu and the toolbar. It lets you create a new contract based on an existing one. You can also choose which aspects of the original contract are copied to the new contract.

The wizard allows you to choose which aspects of the contract will be copied to the new contract.

Two new columns have been added to the Driver Pay setup for LTL Mileage rules in the All Contract Rules to Select From grid.

The values in these columns override the values in the PAYAUDIT.EXE Calculate LTLMILEAGE by Mileage Rate Application Configurator setting. That setting is now only used to set the default value of the field for any new rules being created.

A new warning feature has been added to the 214-X6 sub-tab on the Standard tab. It only applies to this sub-tab.

When the profile is active and the Update Frequency Style is set to Intermittent, setting the Hour, Minutes, or Seconds of the frequency displays a warning message to remind you this may cause a large amount of data transfer. This is not an issue if there is no cost to the transmission of data and if your receiver side is not limiting the amount of data received. However, if the transmission is via VAN, where transmission fees may occur per byte, having the frequency set too frequently may result in a large total cost.

The frequency change is also logged in the TRANS_AUDIT table. When you change the Hour, Minute, Seconds or Frequency Style, regardless of whether the profile is active, the change is logged to the TRANS_AUDIT table.

New fields were added to Bill of Lading sub-tabs in ACE eManifest. Both fields are read-only and reference the corresponding field selection.

The Standard export Great Plains Billing Register was modified to introduce a custom procedure to allow overriding the standard logic. This lets additional columns be exported if necessary.

A new feature was added to calculate taxes based on the Overwrite Fuel Price when the Overwrite checkbox and the Re-Calculate Taxes checkbox are selected on the Import Options window.

This allows you to import the accurate cost of fuels and overwrite the fuel price to calculate the fuel tax appropriately for the overwrite total. This information flows into Driver Pay Audit and is considered a deduction to the driver/power unit.

Two enhancements were added to the GL Reset grid.

A new Copy Chassis Per Diem shortcut menu option has been added to the Chassis Per-Diem tab. It matches the Copy Per Diem Rate feature available on the Container Per-Diem tab.

In the Order Preprocessor program, when you enter the UN Number into the Dang. Goods grid, the Hazchem column will be automatically populated if it has been setup in Bulkcodes.exe.

In the Budget Information tab in Customer & Vendor Profiles, new fields provide more detailed information on client budget information for actual vs. budget comparisons.

A new PROFILE.EXE TM4Web Web Enabled flag checked Application Configurator option lets you define the default value of the Web Enabled checkbox on the TM4Web Configuration tab for customer and/or vendor profiles.

As part of the removal of the Op2Mate integration, the Optimization Preferences tab has been deprecated in Driver Profiles.

While the tab still remains, the fields have been set to read only for legacy users.

These fields have been moved to other tabs as indicated:

A new EMPLOYEE.EXE Auto-Clear Voided Payroll Checks Application Configurator option lets you control how voiding check transactions are handled in Bank Reconciliation.

This is especially useful if the CHKREC.EXE Cleared Checks Void Application Configurator option is set to True. This allows a "lost check" to be handled gracefully. If a check cleared in a previous period is then voided, only the voided check appears in the current reconciliation/general ledger period.

On the Find Carrier Near window, a new Save Result shortcut menu option was added to the Find Carrier Near > Carriers > Rating > External sub-tab. This window is available in Customer Service and the Dispatch applications.

A new CARRIERS.API P44 Load Offer Status Application Configurator option lets you send load tender offers through Project 44 based on status.

See the TruckMate P44 Integration User Guide for more information about the P44 integration.

When adding a part code using the Find Part Code window, the Part Class retains the value from the previous entry.

In this example, the Part Class value is CL for a particular entry. If you click OK, and then click Pick List for another part code, the field will still contain CL.

When a Point to Point rate sheet is created, all the TO zones are put into alphanumerical order when the rate sheet is saved. Previously, this was not the case for FROM zones for Zone to Zone rate sheets.

Now, when you select Zone to Zone for a Point to Point rate sheet, the rate sheet is rated based on the FROM and TO zones. Both zones are sorted alphabetically.

On the Rate Base Number Maintenance tab, a new Filter by Sort Column field lets you filter values in the sort column.

In this example, the grid is sorted by the Description column, so filtering by APPLE causes the grid to display only those records for which the description starts with APPLE.

The new Service Level Matrix Testing tool allows you to test whether the Service Level Matrix calculation on delivery dates is working as expected. It is available within Service Level Maintenance by going to Tools > Service Level Matrix Testing.

The testing records in the main grid can be imported or manually entered. If imported, the import file should include the service level, start end, end zone, pickup date, and expected delivery date provided, as shown in this example:

The green columns are editable. All other columns are read only.

The buttons at the bottom of the window perform as indicated:

After running SLM tests, right-click the grid and select View SLM Log from the shortcut menu. This opens the Service Level Matrix Log window, which displays the same data as the SLM log entries in Customer Service.

TruckMate has added support for the TMT UDF (user defined fields) download which will be part of the existing Download Assets job in TruckMate. No extra job needs to be run. TruckMate will consume TMT REST API hosted on the TTC (Trimble Transportation Cloud). Only the new assets (TMT units) with the associated UDF will be imported to TM. There is no synchronization between TMT and TM for assets.