Setup menu
This topic describes the available options under the Setup menu. Options are listed in the order they appear on the menu.
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Depending on your application permissions, you may not see all menu options listed in this section. For details, see your company’s system administrator. |
The Options menus
Options: Application Options
| Field | Definition |
|---|---|
Menu path |
Setup > Options > Application Options |
ASPX page name |
ApplicationOptions.aspx |
Page description |
The Applications Options page shows application-specific options. Changes to these options affect the entire system. |
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Options: Customer Options
| Field | Definition |
|---|---|
Menu path |
Setup > Options > Customer Options |
ASPX page name |
CustomerOptions.aspx |
Page description |
This Customer Options page shows customer-specific options. Customer options overwrite option values in the Application Options and the Shop Options pages. |
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Options: Integration Options
| Field | Definition |
|---|---|
Menu path |
Setup > Options > Integration Options |
ASPX page name |
IntegrationOptions.aspx |
Page description |
The Integration Options page shows integration options. Changes made to these options effect how TMT Fleet Maintenance interacts with third-party applications. |
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Options: Shop Options
| Field | Definition |
|---|---|
Menu path |
Setup > Options > Shop Options |
ASPX page name |
ShopOptions.aspx |
Page description |
The Shop Options page shows shop-specific options. As a rule:
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Options: User Options
| Field | Definition |
|---|---|
Menu path |
Setup > Options > User Options |
ASPX page name |
UserOptions.aspx |
Page description |
The Use Options page shows user options. As a rule:
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Options: User Preferences
| Field | Definition |
|---|---|
Menu path |
Setup > Options > User Preferences |
ASPX page name |
UserPreferences.aspx |
Page description |
The User Preferences page shows user preferences. As a rule:
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Associated topic |
The Order Setup menus
Order Setup: Diagnostic Definitions
Before V.2020.2, this option was named Repair Order Setup: Diagnostic Definitions.
| Field | Definition |
|---|---|
Menu path |
Setup > Order Setup > Diagnostic Definitions For versions earlier than V. 2020.2, go to Setup > Repair Order Setup > Diagnostic Definitions. |
ASPX page name |
DiagnosticDefinitions.aspx |
Page description |
Use the Diagnostic Definitions page to develop diagnostics for routine maintenance tasks. You can create a standard set of diagnostics at the Unit ID, Fleet Description, or Unit Type level for a selected Component Code. You also have the option to associate the definition to a specific Complaint code. |
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Order Setup: Job Code Definitions
Before V.2020.2, this option was named Repair Order Setup: Job Code Definitions.
| Field | Definition |
|---|---|
Menu path |
Setup > Order Setup > Job Code Definitions For versions earlier than V. 2020.2, go to Setup > Repair Order Setup > Job Code Definitions. |
ASPX page name |
JobcodeDefinitions.aspx |
Page description |
Creating a Job Code allows you to establish baseline hours for an activity. Job codes include a Component Code and a Complaint Code. However, complaint codes are not required. Use the Job Code Definitions page to add, edit, or delete a:
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Order Setup: Pick List Definitions
Before V.2020.2, this option was named Repair Order Setup: Pick List Definitions.
| Field | Definition |
|---|---|
Menu path |
Setup > Order Setup > Pick List Definitions For versions earlier than V. 2020.2, go to Setup > Repair Order Setup > Pick List Definitions. |
ASPX page name |
PickList.aspx |
Page description |
Many types of repairs require a set amount of parts to perform a repair. A typical example of this is preventive maintenance repairs. Though a mechanic may use additional parts for the repair, there is always a minimum amount of parts used consistently. The Pick List Definition page lets you create a list of parts and assign the list to a Component Code, Unit ID, Fleet Description, Unit Type, and Correction Code. |
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Order Setup: Standard Services
Before V.2020.2, this option was named Repair Order Setup: Standard Services.
| Field | Definition |
|---|---|
Menu path |
Setup > Order Setup > Standard Services For versions earlier than V. 2020.2, go to Setup > Repair Order Setup > Standard Services. |
ASPX page name |
StandardService.aspx |
Page description |
A standard service line represents a repetitive charge. You use it to reduce the time it takes to add the charge to repair orders. Instead of typing the charge’s description on the repair order, you select it from a list. Prior to selecting a standard service line on a repair order, you must first create the standard service record using the Standard Services page. |
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Order Setup: Approval Levels
Before V.2020.2, this option was named Setup: Approval Levels.
| Field | Definition |
|---|---|
Menu path |
Setup > Order Setup > Approval levels For versions earlier than V. 2020.2, go to Setup > Repair Order Setup > Approval levels. |
ASPX page name |
ApprovalLevels.aspx |
Page description |
Use the Approval Levels page to identify the types of approvals needed for Purchase Orders and/or Repair Orders. You assign approval levels to users. |
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Order Setup: Discounts
Before V.2020.2, this option was named Setup: Discounts.
| Field | Definition |
|---|---|
Menu path |
Setup > Order Setup > Discounts For versions earlier than V. 2020.2, go to Setup > Repair Order Setup > Discounts. |
ASPX page name |
Discounts.aspx |
Page description |
Use the Discounts page to set up discounts that you want to apply to invoices. The discount details identify the specifications used to determine the discount amount. |
Associated topic |
Order Setup: Inspection Ticket Setup
Before V.2020.2, this option was named Setup: Inspection Ticket Setup.
| Field | Definition |
|---|---|
Menu path |
Setup > Order Setup > Inspection Ticket Setup For versions earlier than V. 2020.2, go to Setup > Repair Order Setup > Inspection Ticket Setup. |
ASPX page name |
InspectionTickets.aspx |
Page description |
The U.S. Department of Transportation (DOT) requires annual inspections of certain equipment and systems for critical maintenance items. In addition, there may be other inspections required at the state level. The inspections often determine necessary repairs to a unit. Use the Inspection Ticket Setup page to create a list of inspections to perform. |
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Order Setup: Price Tables
Before V.2020.2, this option was named Setup: Price Tables.
| Field | Definition |
|---|---|
Menu path |
Setup > Order Setup > Price Tables For versions earlier than V. 2020.2, go to Setup > Repair Order Setup > Price Tables. |
ASPX page name |
PriceTables.aspx |
Page description |
Use the Price Tables page to create custom pricing structures. |
Associated topic |
Order Setup: Re-Open Order
Before V.2020.2, this option was named Setup: Re-Open Order.
| Field | Definition |
|---|---|
Menu path |
Setup > Order Setup > Re-Open Order For versions earlier than V. 2020.2, go to Setup > Repair Order Setup > Re-Open Order. |
ASPX page name |
ReOpenOrder.aspx |
Page description |
Use the Re-Open Order page to reopen a closed order for editing. |
Associated topic |
Order Setup: Standard Messages
Before V.2020.2, this option was named Setup: Standard Messages.
| Field | Definition |
|---|---|
Menu path |
Setup > Order Setup > Standard Messages For versions earlier than V. 2020.2, go to Setup > Repair Order Setup > Standard Messages. |
ASPX page name |
StandardMessages.aspx |
Page description |
Use the Shop Standard Message page to set up a free-form message for all shops or specific shops for:
You can create other standard messages for the following: CIS-WebLogin, CIS-WegMessage, and Jobcodes. |
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Order Setup: Tax Rates & Fees
Before V.2020.2, this option was named Setup: Tax Rates & Fees.
Field |
Definition |
Menu path |
Setup > Order Setup > Tax Rates & Fees For versions earlier than V. 2020.2, go to Setup > Repair Order Setup > Tax Rates & Fees. |
ASPX page name |
TaxRatesFees.aspx |
Page description |
Use the Tax Rates & Fees page to set up taxes and fees used throughout the system. |
Associated topic |
The Tool Kit menus
Tool Kit: Integration Tool Kit REST
Before V.2020.2, this option was named Setup: Integration Tool Kit Rest.
| Field | Definition |
|---|---|
Menu path |
Setup > Toolkit > Integration Tool Kit Rest |
ASPX page name |
restIntegrations.aspx |
Page description |
The Integration Tool Kit Rest page is a developer’s tool that uses the API REST capabilities of the system. The user can see sample codes and test functionality. |
Associated topic |
Tool Kit: Integration Tool Kit Test
Before V.2020.2, this option was named Setup: Integration Tool Kit Test.
| Field | Definition |
|---|---|
Menu path |
Setup > Toolkit > Integration Tool Kit Test |
ASPX page name |
Test.aspx |
Page description |
The Integration Tool Kit Test page is a developer’s tool that uses the API SOAP capabilities of the system. The user can see sample codes and test functionality. |
Associated topic |
Auto Fleet Definition
| Field | Definition |
|---|---|
Menu path |
Setup > Auto Fleet Definition |
ASPX page name |
AutoFleetCodeDefinition.aspx |
Page description |
Use the Auto Fleet Definition page to manage fleet code settings. Note: Changing fleet code definitions makes the program reset all fleet code assignments. This process could take several minutes and will require reassigning data to the new fleet codes. |
Associated topic |
Bay Configuration
| Field | Definition |
|---|---|
Menu path |
Setup > Bay Configuration |
ASPX page name |
BayConfiguration.aspx |
Page description |
Use the Bay Configuration page to create Bay Types and assign them to shops. Bays are part of the Scheduler and Planner features. |
Associated topic |
Calendar Setup
| Field | Definition |
|---|---|
Menu path |
Setup > Calendar Setup |
ASPX page name |
CalendarSetup.aspx |
Page description |
Use the Calendar Setup page to create calendars that you can assign to work shifts. When you assign a calendar to a work shift, units assigned to that work shift use the calendar to determine utilization and PM Utilization for the meter types of DAYS. |
Associated topic |
Component Specifications
| Field | Definition |
|---|---|
Menu path |
Setup > Component Specifications |
ASPX page name |
ComponentSpecification.aspx |
Page description |
Use the Component Specifications page to set up custom fields that appear on the unit’s master record when setting up specifications for a unit. |
Associated topics |
Depreciation Policy
| Field | Definition |
|---|---|
Menu path |
Setup > Depreciation Policy |
ASPX page name |
DepreciationPolicy.aspx |
Page description |
Use the Depreciation Policy page to set up depreciation schedules for an entire unit and/or accessories on a unit. This feature is part of the Contract Maintenance module. You must create depreciable items prior to using this feature. The system shows depreciation data in the Depreciation section on the Cost tab of the unit master. |
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Error Management
| Field | Definition |
|---|---|
Menu path |
Setup > Error Management |
ASPX page name |
IntegrationErrorManagement.aspx |
Page description |
Use the Error Management page to manage integration errors. You can, view, edit, and delete errors. |
Associated topic |
Import Setup
| Field | Definition |
|---|---|
Menu path |
Setup > Import Setup |
ASPX page name |
ams-home.aspx#/import-setup |
Page description |
Use the Import Setup page to manage import configurations and cross-references. |
Associated topic |
Meters, Fluids, PMs Setup
| Field | Definition |
|---|---|
Menu path |
Setup > Meters, Fluids, PMs Setup |
ASPX page name |
MetersFluidsPms.aspx |
Page description |
Use the Meters, Fluids, PMS Setup page to set up meter types, assign meter groups to unit types, set up the fluid types, assign fluid groups to unit types, and assign PM groups to unit types. |
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Module Licenses
| Field | Definition |
|---|---|
Menu path |
Setup > Module Licenses |
ASPX page name |
AMSModules.aspx |
Page description |
Use the Module Licenses - Fleet Maintenance page to view module licenses, active modules, add-ons available in the system, and current unit licensing. |
Associated topic |
Pay Grades
| Field | Definition |
|---|---|
Menu path |
Setup > Pay Grades |
ASPX page name |
Setup/PayGrades.aspx |
Page description |
Use the Pay Grades page to create Pay Grade definitions, which represent hourly rates. Pay Grades are used for employees, vendors and price tables. |
Associated topic |
System Setup
| Field | Definition |
|---|---|
Menu path |
Setup > System Setup |
ASPX page name |
SystemSetup.aspx |
Page description |
Use the System Setup page to establish basic information about Codekeys. |
Associated topic |
Tools Catalog
| Field | Definition |
|---|---|
Menu path |
Setup > Tools Catalog |
ASPX page name |
ToolsCatalog.aspx |
Page description |
Use the Tools Catalog page to create a master list of tools that you can assign to shops and employees. |
Associated topic |
Units of Measure
| Field | Definition |
|---|---|
Menu path |
Setup > Units of Measure |
ASPX page name |
UnitsofMeasure.aspx |
Page description |
The Units of Measure page lets you define the Units of Measure used to convert between different Units of Measure. You can sort the Units of Measure by category such as Distance, Quantity, Volume, etc. Each category must have a base Unit of Measure with a factor of 1 and a constant of 0. You use these factors and constants to convert between different units. |
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User Fields
| Field | Definition |
|---|---|
Menu path |
Setup > User Fields |
ASPX page name |
UserFields.aspx |
Page description |
User defined fields track specific information for unit fields that are not included in TMT Fleet Maintenance. User defined fields are located on all master records, repair orders, purchase orders, and invoices. Use the User Fields page to create user defined fields. |
Associated topic |
Work Shifts
| Field | Definition |
|---|---|
Menu path |
Setup > Work Shifts |
ASPX page name |
WorkShifts.aspx |
Page description |
Use the Work Shifts page to set up unit and employee work shifts. For an employee, the work shift identifies what hours they work. For a unit, the work shift identifies the unit’s hours of operation. |
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