TruckMate 2024.2 New Features: Back Office

Previously, if you posted a cash receipt in a different currency control account than the one the bill is in, there was an AR control account mismatch. Only Trimble Transportation Support could fix this issue.

Now there is a new security config under Security > Business Events - Allow Changes > AR - Allow Edit of A/R Adjustment Currency.

If this config is set to True, you can change the currency yourself.

The app config AARAE.EXE - Allow Bal Forward must still be set to True to have access to the Currency field:

The currency you choose still needs to be the same as the AR Control Acct that is selected.

New Security Configuration settings in Business Events > Miscellaneous > Checks let you determine whether users can delete checks in Check Printing and Direct Deposit and if so, which checks they can delete.

If Allow is selected, TruckMate looks at the value of the AP - Allow Clearing of Other Users Checks option to determine which checks users can delete. This option is on the Security tab under Business Events > Allow Changes.

The Zone Codes tab in Codes Maintenance was changed to show more information if the zone is a Rate Base Zone in Rates Maintenance.

If the zone you are viewing is included within the range of a rate base zone, the Zone Code of the rate base is displayed in this field:

If included in multiple rate base zones, Multiple is displayed instead.

You can also now increase your client charges based on a percentage of your carrier charges, without accessorials. This is enabled by two new tabs.

The first new tab is under Rates Maintenance > Vendor Information > Client Markups. This tab has a grid where you can configure client markup changes. These will apply where the vendor rate sheet is applied to a freight bill when determining the carrier payment.

The second new tab is under Rates Maintenance > Client Information > Carrier Markups. This tab has a simple grid where you can configure a global client markup charge. This will apply where the client profile is the bill-to party on a freight bill.

A new section in Customer Service > IP > Charges shows the original and adjusted markups.

Vendor rating audits and logging were changed to capture this information in two locations.

The first location is Customer Service > IP > Rating:

The second location is Customer Service > IP > View Rate Log:

When the carrier is assigned in Dispatch or Multi Mode Dispatch, the client markup is calculated when the prorated charges are assigned to each freight bill in the manifest. At that point, each freight bill is checked for:

Select Rate Log to see the log for each freight bill.

The Billing tab in Customer Service was changed to show when client charges are being increased due to markups on vendor or carrier payments.

By default, markups are considered taxable. The app config Client Markup Taxable can be used to make them non-taxable.

Because the client’s total charges are being increased, GL Distribution was changed to set the GL account to be associated with IP markups. The GL account must be associated with a new GL Type of PR004, IP Markup Revenue.

The IP Audit program was updated to change the client markup amounts if the IP pay is changed. However, this cannot be done if a freight bill has already been interfaced for billing. Two new warnings were added for this scenario.

One warning tells you that the markups will be recalculated:

Another warning tells you that, if the freight bill has markups and is approved for billing, the markups cannot be increased:

The IP Inquiry Import tool under Tools > IP Import Processing was also affected. If the freight bill linked to the carrier payment is already approved for billing or interfaced to the GL, client markups cannot be adjusted. In this case, the Import tool will populate a new error code:

This situation will require you to use the "Manual Update" feature to force the carrier payment through. However, client markups will not be adjusted.

The TruckMate orders REST API’s GET method was updated to return the client markup charges as part of its body payload.

On the Prices tab in the Fuel Prices window, a new Filter field lets you refine your search by:

In addition, if you select Multiple Filters, you can specify two or more filters.

In the Accessorial Charges section, Applies to sets what type of movement that the Accessorial Charge applies to.

Applies to can have these values: Pickup, Delivery, Both, CrossDock, and None. The details area shows the ACHARGE_DETAIL records for this accessorial charge code. The IP Movement Type column shows the type of movement that this ACHARGE_DETAIL applies to.

IP Movement Type can have these values: Advance, Any, Beyond, Crossdock, Linehaul, and Other. When Applies to and IP Movement Type have conflicting values, the accessorial charge will never be applied.

For example, if Applies to is Delivery, then the IP Movement Type values that do not conflict are Beyond and Any. Other values conflict. Therefore, the accessorial charge will not be applied.

If any ACHARGE_DETAIL records exist, then MOVEMENT_TYPE is verified. If it conflicts with the Applies to value, then you are alerted. If you change Applies to to the Any value, you have two choices:

In the Custom Defined Fields > User Fields tab, we changed the Table Name menu. We added ORDER_INTERLINER and VENDOR_LOAD_SUMMARY to Table Name.

We added a new setting, Label. The default is the Field Name value. However, if Table Name is ORDER_INTERLINER or VENDOR_LOAD_SUMMARY, you can edit the Label. The ability to edit this is currently limited to those two Table Name values, ORDER_INTERLINER and VENDOR_LOAD_SUMMARY.

We added the columns Label and Sync to the grid.

Because the VLS (trip-level carrier assignment) and OI (freight bill-level carrier assignment) tables are closely associated, we added a feature to synchronize (sync) the user-defined fields in these tables.

When you save an edit to any user field for the VLS or OI table, TruckMate checks if you want to update the matching field in the other table.

One exception is if the Read Only value is set in one table.

On the I/P tab, we added the a User Fields tab. This displays all ORDER_INTERLINER user-defined fields. In the grid, these ORDER_INTERLINER fields are visible but read-only. You can only edit them in this new User Fields tab.

You can now add up to 50 site codes in Site Setup.

The business event DRIVERPAY - Allow Edit of Driver Pay in CServ(Approval N/A has been renamed to DRIVERPAY - Allow Edit of Driver Payments/Deductions.

Previously, TruckMate created status history records in the ODRSTAT table if all the following were true:

Now, if the Security Configuration field value for one or both fields is set to Audit Edits No Prompt, ODRSTAT records are created when freight bill dates are changed via EDI or the TruckMate API.

A new Add Trace Number(s) shortcut menu option is available when in filter mode. On the Add Trace Number - Freight Bills (Multiple) window, you can add or update one or more trace numbers for multiple freight bills.

Pressing CTRL+A displays a new Quick Trace Number Entry window in which you can enter trace number data quickly.

Nine tables were added to Data Purge: five main tables and four child tables.

The main tables are:

The child tables are:

A new Semi-Monthly option has been added to:

For the KNect outbound map, you can now select the One Tx Set Per Envelope checkbox if you want EDI to generate a single file when multiple invoices go out at the same time.

By default, this checkbox is deselected. EDI generates a file for each invoice.

When exporting data to the TCG LTL/Traffic Costing Info format:

There are now three additional fields in the Monthly Shipment File:

These fields are:

A Flying J - CSV file format (format #83, License 33083) has been added to the Fuel Card Import.

The fuel purchases can be imported into:

The rate precision in this format is six digits. Trimble Transportation recommends you update the TruckMate app config for Accounts Payable to match this format. The app config is APNE.EXE - Exp Rate Field Prec. Change this value from 4 to 6.

Flying J Excel files can now be imported. This is available in CardImport.exe as format #82, "Pilot Flying J - Excel", License 33082.

Extra logging has been added for the TCH LoadCash call. TruckMate records successes, failures, and exceptions in the TCH_FuelVendorCard.log file.

Two columns have been added to Journal Entry Import:

Here is how they look during an import:

Here is the result of the import:

If you try to add a GL transaction that has the same fiscal year, period, and currency already in the database as another entry, a warning now appears.

The warning says, "The journal entries in the same year and period already exist. Continue?"

Select Yes to ignore the warning and add the transaction. Select No to return to the Period End Currency Adjustments window.

Added remit date to Imaging API so that Synergize can update the invoice date correctly.

Several of the Card Import file formats do not have a unique row identifier (ROWNO). For these cases, TruckMate creates its own unique ROWNO. However, the dropdown list to select a field in the Key Column Definitions did not have this value. This could create a validation error if you attempted to change the definition. Adding ROWNO to the dropdown list resolved this issue.

The IMAGING > Maximum Months To Search for API Application Configurator option lets you determine the maximum number of months within which orders can be selected.

The default value is 3 months. If you increase this value, it may affect performance, specifically for the tlorders and query/imagingtlorders endpoints.

The conditions for allowed client accessorial charge codes have been updated. This applies when the accessorial is:

For example, the FLATMANUAL accessorial code will not be accepted because the Substitution Code is marked as Disallowed.

A new "billing" resource has been added to the TruckMate Rest API under the orders endpoint. This resource is currently read-only (accessible through the GET method). It provides billing-related information, such as markup charges.

Schema definition:

Retrieve billing information for orders:

New expand option:

Fixed an issue where the vacation pay was sometimes calculated incorrectly. This could happen if:

If the non-system Vacation Payout code has its Do Not Assess Vacation Pay is set to False, any dollars allocated to that code should be added to the total. The VACATION and VAC-EXP system codes are calculated using that total, including the amount on the non-system vacation code, regardless of the Vacation Pay Default config’s setting.

If the non-system Vacation Payout code has its Do Not Assess Vacation Pay checkbox set to True, any dollars allocated to that code should not be added to the total. The VACATION and VAC-EXP system codes are calculated using that total, not including the amount on the non-system vacation code, regardless of the Vacation Pay Default config’s setting.

This applies to both US and CAN vacation codes.

All load offers in Project 44 now include a BILL_OF_LADING shipment identifier. It has the same value os the customer reference number (freight bill number).

TruckMate now supports density rating from within RateWare XL.

Two new options, Dim Factor and Dim Factor Units, have been added to the Tariff & CL tab. If a value is in the Dim Factor Units field, it is validated against the rate sheet’s rate unit. If they do not match, an error message appears.

For the repair status download, the TMT service now checks for any special events linked to repair orders that have been closed or cancelled. If such special events are found, they will be moved to history status before a special event for the new repair status is added.

With this version, TruckMate now supports SOAP message-level authentication in the TMT service. This change applies to previous TMT integrations.