2018

Now you can set up the system to calculate holiday pay automatically for your drivers. The system creates the holiday pay details during the Collect process in Final Settlements. To use the feature, you set up:

In addition, you can set up primary or secondary rate tables based on the Premium Day option that will create pay in the Trip Settlements Folder for the holidays you set up. These rates can be based on distance, flat amount, etc.

Now, when an image is attached to the TMW Imaging tab, the tab is highlighted. In addition, when you move the pointer over the tab, the system displays the number of attachments.

The Revenue Allocation feature allows you to allocate revenue to the assigned resources. You can see the allocations in the Allocate Invoice window before transferring the invoice to your accounting system.

In previous versions, the system calculated the currency conversion during the transfer process to your accounting system.

Now, you can see and edit the converted amounts in the Allocate Invoice window before you transfer the invoice.

Also, the Allocate Invoice window now contains these additional fields:

Warning: Clients using the current Revenue Allocation process should contact Trimble Support before switching to the new process.

Now, the system supports multi-currency in the Cash Receipts window.

The system frequently displays data in the form of a spreadsheet-like grid.

By default, double-clicking a row in some grids opens the selected record in a new window. For example, when you double-click an order in the Order Scroll, the system opens the order in a new window.

Now, you can set up grids so that different cell types can provide different results when double-clicked. For example, double-clicking:

Note: When using this feature in a cell that uses the instant best match functionality, you must double click the arrow, not the text in the cell.

If you pay drivers on an hourly basis, you may also pay overtime for hours exceeding the threshold you define for regular pay. You can set up the system to calculate overtime pay automatically for these extra hours.

In the Time Settlements Folder, the system creates pay details for the driver’s hours. These are paid at the assigned hourly rate. When you run the Collect process in the Final Settlements Folder, the system creates an additional pay detail for all overtime hours.

Sometimes, after you transfer a pay period, you may realize that you did not pay a driver for all the hours he or she worked. To correct this, you need to add those hours to the current pay period and, if applicable, create overtime pay. However, you must create the overtime pay based on the hours actually worked in the previous pay period.

In previous versions, you had to fix these types of errors manually.

Now, when you record the driver’s current hours in the Time Settlements Folder, you can also record any missed hours from the previous period. When you run the Collect process, the system automatically calculates overtime pay for the missed hours based on the hours recorded for the previous pay period.

For example, in the previous pay period, you paid a driver 40 hours of regular pay. However, the driver actually worked 50 hours. To fix this error, you need to add 10 hours to the current pay period in the Time Settlements Folder. The system creates the pay detail for the 10 hours of regular pay. When you run the Collect process in Final Settlements, the system creates an additional pay detail for 10 hours of overtime pay based on the missed hours.

In previous versions, applying credit memos to invoices transferred and posted in Microsoft Dynamics GP was a manual process. Now, the system automatically applies a credit memo when the remaining invoice amount is equal to that of the credit memo.

Note: This functionality applies only to a previously transferred invoice when:

In previous versions, when you transferred Pay To information using the Vendor Export window, the system would overwrite existing entries in the Pay To’s Vendor Card to match the Pay To’s profile. Overwritten data included Tax IDs.

Now, when you transfer a Pay To’s information, the system:

The Batch Process Results window displays messages confirming what has happened. When the Tax ID is:

Now, you can set up TMW Back Office to create a flat file to transfer billing and settlement data to your accounting package. This feature uses SQL Server Integration Services (SSIS).

The flat file accounting interface offers the following benefits:

Note that you are required to use Windows authentication to execute packages.

The hourly pay feature allows you to calculate hourly pay based on the driver’s shift time. You can set up different rates based on the type or category of hours.

Previously, you could categorize the driver’s time by any of these options:

Now, a new option allows you to categorize a driver’s time as On Call.

If you pay drivers on an hourly basis, you can set up the system to calculate overtime pay automatically. It is calculated during a pre-collect routine triggered when you run the Collect process in Final Settlements. The system:

If you do not want to pay a driver for overtime, you can mark him or her as exempt in the driver’s profile.

A master bill is a summary statement that lists the totals for individual invoices for a specific Bill To company. This change affects clients who use imaging functionality when printing master bills.

In previous versions, you could not print a PDF copy of a master bill for imaging from the Master Billing window.

Now, you can print a hard copy as well as an Adobe Acrobat (PDF) image from this window.

This PDF image is automatically saved to the user’s files to be emailed to the user’s customer.

A recurring adjustment is a pay adjustment that is processed on a regularly scheduled basis. An escrow adjustment is one type of recurring adjustment. You use it to fund an escrow account for a resource.

Previously, you could set up the terms for recurring escrow adjustments in one of two ways:

Now, you can also set up recurring escrow adjustments based on the number of miles traveled. You can specify the quantity, rounding technique, and type of mileage to use for calculations.

You use the Reference Number scroll to look up orders based on reference numbers. In the scroll window, you can set restrictions to limit the record retrieval.

Now, you can set up your system to include four additional restriction fields:

A pay period is a set date range that determines which trips are included in a resource’s pay. By default, the trip’s completion date must fall within a resource’s pay period to be included in that pay cycle. Pay for work completed after the cutoff is rolled over to the following period.

Two enhancements have been made to the way the system handles pay periods:

You can set up accessorial charges that are based on an order’s revenue.

Now, you can set up percent of revenue rates that calculate their charge based only on the revenue types that you specified.

You specify the types of revenue to include in the calculation on the charge type used to create the percent of revenue rate.

TMW Back office now supports the Dist (ClosestPoint) row/column option for billing rate tables.

Notes:

Rate by Detail based on pickup and drop locations (NSUITE 202866, 203290, 203292)

When hauling multiple commodities, you can use the Rate by Detail mode to calculate charges for each commodity separately.

Now, you can set up the system so that it will rate each commodity based on its pickup and drop locations.

You use the compute function in the Trip Settlements Folder to automatically calculate pay.

In previous versions, when calculating weight-, volume-, or count-based pay, the system required that the quantity was recorded on the trip or that you manually enter it.

Now, when the quantity is not recorded on the trip, you do not have to enter it manually. The Trip Settlements Folder will pull the quantity from the invoice.

Note: This enhancement affects only weight-, volume-, or count-based pay.

In TMW Back Office, you can apply multiple column filters to a grid. This restricts the number of items that appear in the grid.

When working with two or more filters, you set the logic operator - AND or OR - for values within a single column.

Now, you can also use the Column Conjunction field to apply AND or OR between columns.

Adding multiple filters to a grid

Enhancements have been made to how Final Settlements handles pay details.

Now:

In previous versions, you could calculate hourly pay based on trip times or on manually entered hours.

Now, you can set up the system to calculate hourly pay based on the driver’s shift time.

This feature will automatically calculate hourly pay based on hours of Service (HOS) data.

In Fuel Dispatch, you can specify a Bill To’s default billing quantity type as gross or net volume. You do this on the Company Relations Profile window’s Bill To/Cmd Billing QTY tab.

In the TMWSuite Invoicing application, charges are calculated using the Bill To’s default billing quantity type.

In previous versions of TMW Back Office Invoicing, charges were always based on gross volume.

Now, you can set up TMW Back Office to use the volume type specified for the Bill To company.

In Fuel Dispatch, you must record the supplier company on the order. The supplier is the company that provides fuel to the rack.

By default, TMW Back Office does not display the supplier company.

Now, if you are licensed for Fuel Dispatch, you can add the Freight Supplier column in the Edit Invoice Folder. This allows you to view and edit the supplier listed on the invoice.

Notes:

You use the Trips Ready to Settle queue to retrieve a list of trips for processing. The queue contains numerous restriction fields you can use to filter the trips retrieved.

Now, for trips created in Fuel Dispatch, you can set up the queue to filter trips based on a shift’s start and end dates.

You create and edit currency conversion rates in TMWSuite System Administration. When creating a rate, you determine the date the rate should take effect.

By default, when processing invoices and pay, TMW Back Office chooses the currency conversion rate based on the date the order was created. Now, you can require the system to choose the rate based on the trip’s start date.

In TMW Back Office, you can add hyperlinks to screen layouts in QuickDesigner. When clicked, a hyperlink can open a program, file, or webpage. You use the Add New Item feature to create a hyperlink.

Now, you can pass one or more command line arguments when the hyperlink is clicked. A command line argument can contain static text, a field value from the host window, the result of an expression, or the contents of a variable.

A new Command Arguments field has been added to the Add New Item window. It is available only when creating hyperlinks. In it, you can enter a string containing the arguments to be passed.

You use TMW’s Rate Schedules application to establish your billing rates and pay rates.

The rate header can contain a single per unit rate, or it can be linked to a rate table that contains a matrix of per unit rates.

Existing functionality allows you to set a single minimum for a rate. When the calculated charge or pay is less than the specified minimum, the system applies an additional line item to meet the minimum.

Starting in V.16.40, you could set up the system to use cell-based minimums in rate tables. This feature allowed you to set a minimum for individual cells in a rate table.You could specify any of the following:

Now, this functionality is always active. No system setup is required.

If you assign a driver to a split trip and pay the driver a percent of revenue, the system uses the number of miles that the driver traveled on the trip segment to determine the appropriate revenue amount on which to base the driver’s pay. We refer to this process as mileage allocation.

For example, suppose a move consists of a total of 100 miles.

The system then calculates each driver’s pay by multiplying the revenue amount times the allocation rate then times the driver’s percent-of-revenue pay rate.

[revenue X percentage of miles driven X resource’s percent-of-revenue pay rate]

To make this calculation more apparent, a new read-only field displays the allocation rate for each resource in the Trip Settlements Folder.