TMT Fleet Maintenance V.2022.1 Release Notes

The Orders Inquiries page Repair table has a new column: Service Provider. This column shows the Connected Maintenance service provider’s name. You need to select the Service Provider from the Columns menu to see it in the table. It is hidden by default.

If a vendor repair order (VRO) is for a vendor that is not linked to a Connected Maintenance service provider, the Service Provider column will be blank.

You now have more options available when you use filters on the Order Inquiries page.

The Orders Inquiries page has a new column: Line Total Amount. The column is available for all the tabs on the page except the Campaigns tab.

If you click Include Grid Totals in the Filters pane, the sum of Line Total Amount for all items included is shown in the page footer. The Order total and the Line Total Amount are the same unless you apply a line type filter.

You must select the Line Total Amount from the Columns menu to see it in a table. It is hidden by default.

You can change the serial status for spare tires using the New Serial Status column on the Fix Tires page. You can select from these options:

The page only shows the New Serial Status column when you have a spare tire selected.

Changes were made to the Parts Price Update page to improve your experience:

The Calculate on Average price option has been renamed to Calculate Fixed Price on Average Cost Instead of Last Cost. The new name reflects the calculation more accurately. This option is turned off when you set Price Type for Updates and Inserts to Percentage.

This option has two settings:

The program calculates prices based on the average cost for fixed price.

Two drop-down lists have been renamed for clarity and/or accuracy:

The items in the Parts Prices to Update drop-down list have been updated for clarity:

The parts price also changes based on your selection.

The Parts Price Update page has two new drop-down lists in the Filters section:

This field lets you select from the part types in your setup, such as Electrical, Fluids, or Paints.

The Physical Inventory page Inventories tab has a new column: Physical Inventory Number. When someone adds a physical inventory, this column shows the number.

The Cost History page updates the on hand data when part numbers are merged and renumbered. The program puts N/A in these columns to mark the change caused by the part merge:

These changes were made to the Shop Inventory page Prices tab:

These changes were made to the Edit Part Price pop-up window:

For details, see TMT-315024 in Inventory menu > Parts Price Update.

The Units page Meters/Fluids tab has a new button: Meter History. It is in the lower-right corner of the Meter Information section. Click Meter History to see and edit a meter reading.

If the PM has more than one meter interval set, the PM Due page shows the meter with the highest percentage due.

The Units page History > Invoice tab has a paging bar. This lets you review invoice history by moving through the pages.

The Units page History > Repairs tab has a paging bar. This lets you review repair history by moving through the pages.

You can see all eight user-defined fields (UDFs) on the Inspection Tickets Listing page. You can add UDF values for a ticket while you create or edit it.

Note: You cannot edit UDFs in the View Inspection pop-up window. You can only see the inspection details.

You can add a fee line in all sections when Override Fees is set to YES. This lets you itemize an invoice to your customers' needs.

When Override Fees is set to NO, FEE is not available in the Line Type drop-down list.

When you have the Credit Card Processing module installed, you can close an invoice with a value of zero. You do not have to add a payment of zero first.

The Make Payment pop-up window fills the Amount field with the balance due automatically.

You can set which user roles and/or users can access the Invoice page.

When User A opens the Repair Order page, they can edit the page as part of their *Road Calls role.

You can set which user roles and/or users can access the Invoice Listing page.

For details, see TMT-314278 in Orders menu > Invoice.

You can set the program so that users cannot add or edit tax lines if there are no taxable lines on the purchase order (PO). Users can add or edit a tax line only if there is at least one taxable line.

These Application option settings control whether you can add or edit tax lines to a PO:

You can add or edit a new tax line.

You can set whether MISC part lines are taxable. On the Create New Line pop-up window, set the Taxable option to YES or NO.

For details, see TMT-314160 in Setup menu > Options > Application Options.

You can set whether freight lines are taxable. On the Create New Line pop-up window, set the Taxable option to YES or NO.

For details, see TMT-314161 in Setup menu > Options > Application Options.

You can use the Change PO Estimate button unless the PO status is Closed or Canceled.

You can set which user roles and/or users can access the Purchase Order page.

For details, see TMT-314278 in Orders menu > Invoice.

When you add lines to a PO, RO, or VRO, the program checks your approval limit if:

Note: For VROs, you will not see the confirmation pop-up window unless you are adding vendor-supplied part lines.

You can set which user roles and/or users can access the Purchase Orders Listing page.

For details, see TMT-314278 in Orders menu > Invoice.

You can enter up to 36 characters in the Customer PO field. The former limit was 12 characters.

If you change an RO’s opened date, the program checks the new date against the open date of the sections and the charge date of the lines. If the new date is after a section open date or a line charge date, the program opens a pop-up window with this confirmation message: "Repair Order open date cannot be greater than the lowest section open date. Do you want to update all open and complete sections and lines to the new open date?" The window has two buttons: YES and NO.

Section headers show repair reasons. This lets you see the repair reasons for all sections without having to open each one.

The Repair Order Detail Report includes the task details (that is, the job code checklist). This report is available on the Repair Order and the Repair Orders Listing pages.

When you open an RO section, the pointer’s starting position is based on the Create Sections By Job Code Instead Of Component Code Application option.

For details, see TMT-314293, TMT-314952, TMT-315139 in Orders menu > Purchase Order.

When you return a spare tire to inventory, the program puts the tire’s value in the Credit field.

ROs sent using TA integration can use the new Unit Type cross-reference list. You should map TMT units to either the Tractor or Trailer Unit Type. If a unit is not mapped, TMT sends it to TA as a Tractor by default. To avoid confusion, be sure to map all trailer units to the Trailer Unit Type.

When reviewing repair request estimates, you can approve or decline a TA Service Group at the service header level only. You cannot approve or decline an individual service line.

For example, you can approve or decline a TA PM Service. You cannot approve or decline the oil, filter, and labor lines that fall under the PM Service.

You can update the payment method for VROs that are sent to TA. The change updates the TA system.

You must save the VRO header with the updated Pay Method. That method must also be a valid payment type in the TA system. Clicking Submit during the Initiate Awaiting or Estimate Awaiting steps triggers the update. You cannot change the payment method once the VRO reaches the Estimate Approved step.

The Order Type drop-down list has been updated. The Repair option is now Standard Repair Order.

For details, see TMT-313980 in Orders menu > Repair Orders.

The Repair Orders Listing page has a new column: Service Provider. It is for VROs so that you can see the vendor’s name. You map vendors to TMT values with the Integration Options page.

You can set which user roles and/or users can access the Warranty Claim page.

For details, see TMT-314278 in Orders menu > Invoice.

You can set which user roles and/or users can access the Warranty Claims Listing page.

For details, see TMT-314278 in Orders menu > Invoice.

One column has been renamed. Other columns have been added. By adding basic warranty data from the Units master page to the Warranty Potential Claims page, you can see everything you need in one table. These are the column changes:

You can set which user roles and/or users can access the Warranty Potential Claims page.

For details, see TMT-314278 in Orders menu > Invoice.

There are two new options for scheduling monthly reports:

If you select one of these options, the Day menu becomes read-only. You still need to select a time from the Time menu.

You can sort the Parts Usage report by primary vendor. To do so, select Vendor from the Sort By drop-down list. The report’s Parts Usage Grid and No Part Usage Grid sort the results alphanumerically by vendor name.

The Parts Usage report No Part Usage Grid has a new Total field at the end of the report. These columns have been moved for easier readability:

There is a new report in the Part Inventory category: Parts Usage by Time Period. You can get the report on daily, monthly, or quarterly basis for 12 periods. For example, if you select Daily, the report includes 12 days from the selected start date. If you select Monthly, the report includes 12 months from the start date.

You cannot see more than 12 periods of data. If you enter a date range of more than 12 periods, the report shows results for the first 12 periods only.

You can sort the report by component code in ascending or descending order.

The Review Users page has two new columns:

The columns make it easier for you to see which license type users belong to. You do not have to open user records one at a time.

The System limits section has two new columns:

These columns and rows make it easier for you to see how you are using your TMT licenses.

The program filters menus, pages, and options based on your module licenses. Menus do not show unlicensed pages.

The Clone Existing Unit button can be hidden based on your installed modules.

These tabs can be hidden based on your installed modules:

There is a new Inventory Application option: Misc Lines as Taxable. This option is a child of the Include in Inventory option.

You cannot use Misc Lines as Taxable unless Include in Inventory is set to Exclude Sales Tax.

There is a new Inventory Application option: Freight Lines as Taxable. This option is a child of the Include in Inventory option.

You cannot use Freight Lines as Taxable unless Include in Inventory is set to Exclude Sales Tax.

There is a new Purchasing Application option: Allowed Cost Overage. It is a child option under both the Require PO Approval Levels and Require VRO/PO Approval Levels options. Allowed Cost Overage sets how much cost overage is acceptable on a PO or VRO, depending on the parent option.

You can only edit Allowed Cost Overage if its parent option is turned on. By default, the setting is 0% (that is, no overage allowed). When the parent option is turned on, you can enter the acceptable cost overage as a percentage.

Once Allowed Cost Overage is set, a warning pop-up window opens if you change a PO total by editing or adding lines. The window changes based on whether the new total is over or under the allowed cost overage percentage. The window options also change with your approval level amount. For example, if the new total is:

You cannot add the line until the approved estimate amount is changed. You must get the new total approved through the normal PO approval process because $115 is greater than your approval level of $50.

The Client Server menu has been removed from the Application Options page. The options under Client Server have been moved to other Application option menus.

The Payment Method option in the TA > General section defaults to NO when users upgrade to 2022.1, but only if:

The TMT ServiceConnect installer can add predefined values to Integration options. These include Basic, Default XREF (cross-reference), and General options. The Default XREF options include for values for

The updated installer does not change any values that were in the system before you run the installer. The installer leaves blank any Default XREF options with values of Invalid, Missing, or Inactive. This lets you add the values you want for those options.

There is a new option under TA > Default XREF: Unit Type. Unlike other cross-references, you can map the same Incoming Value to more than one TMT Value.

You can map TMT units to either the Tractor or Trailer Unit Type. If a unit is not mapped, TMT sends the unit to TA as a Tractor by default. To avoid confusion, you must map all TMT trailer units to the Trailer Unit Type.

The Customer Type XREF section External Value option is now Export AR Transactions As. These settings control how the program sends transactions through the Innovative interface.

This setting has three values:

When you upgrade to V.2022.1, the program will update any data from the old External Value option. Any value other than STANDARD or OWNER/OPER will be set to NULL.

The Unit Type Available Default has two new options:

The Unit Type Default option is still available. It defaults the TMT value to the TA Tractor value.

These obsolete options have been removed from the TMT ServiceConnect options:

When you set a default shop in your user preferences, the Shop Inventory shows your shop when you open the page.

You set your default shop by going to Menu > Setup > Options > User Options. This opens the User Options page. Select Inventory, and then enter your shop in the Default Shop field. Your user default shop will override any default shop set at the Application level.

The Approval Level Name can accept 20 characters instead of 12.

The QuickBooks integration correctly processes invalid orders. Valid orders are marked with Success in the Accounts Receivable section Task Status column.

The QuickBooks interface exports general ledger (GL) transactions correctly.

The interface exports the right order details for the QuickBooks Accounts Payable Invoice Voucher. The Memo field correctly shows the PO number instead of the vendor invoice number.

The interface shows the correct part line details regardless of the number of receipts in the voucher. The exported receipts have the correct part line details for each invoice. When a PO has:

The Accounting page Export Preview > Orders: All tab correctly shows results of 10,000 or more records.

The program calculates disbursements correctly when:

Clicking Get Data for GL transactions no longer reopens closed and exported ROs.

You can click Get Data without getting an object reference error. The page shows results correctly.

You cannot export orders with invalid customer and unit combinations. The program sends the order to error handling instead.

The program correctly validates vendors when integrating POs with Innovative.

These changes have been made to the GL, AP, and AR tabs:

The GL, AP, and AR tabs do not show orders with errors. The orders appear only in the Error Handler tab while they are in error state.

You can switch between the GL and AR accounting types without getting an "Object Reference" error.

The page shows Expand and Collapse buttons correctly for all disbursements and subrules.

The Fuel Data Import skips the meter reading validation for units if they:

This prevents Meter Import errors and lets the program update the fuel dispensed for the unit.

When units with the same unit ID have multiple fluids, the exception grid does not show duplicate values.

The IWS job code search works correctly. The results do not include deactivated job codes. Results include only:

The program completes the Driver Phone field for you when you add a road call for a unit with an assigned driver.

The program loads the Road Call page correctly.

The page uses these color codes for orders:

The section needs approval. The Require RO Approval Levels Application option must be set to YES to use this color code.

To create ROs/VROs from a template, the template must specify Customer or Bill To Customer data. This lets the program set the added template section to billable. If the template does not specify Customer or Bill To Customer data, the program cannot set sections to billable.

Dragging a PM due unit to the Shop Planner creates a plan without deleting the unit’s Asset Number. The unit data on the Shop Planner Misc tab matches the data on the Units master page.

For details, see TMT-312406 in Activities > Shop Planner.

For details, see TMT-313874 in Activities > Shop Planner.

The program updates part prices when you select Both or Insert from the Price Category Process drop-down list.

The program does not reset the By Percentage? toggle when you update a part price.

The Percentage column shows the correct markup value when you update a part’s price.

Part transfers show a single transfer line record when you use the AVGCOST inventory method.

A paging bar has been added to the bottom of the page. This lets you move through records more easily.

The program merges serial part numbers correctly. The program does not merge serial parts with duplicate serial numbers. You cannot merge kit parts with serial parts.

The Add Part Price pop-up window shows all available price category options. To set price categories, go to Menu > Setup > System Setup > Price Categories.

If the By Percentage? toggle is set to YES, the Price field is empty and read-only.

The COST HISTORY tab shows the correct details when an order has multiple bins and cost records.

Deleting a single unit does not delete the user-defined fields saved from other units.

You can view units on the Units master page even if:

A unit with Reports Only status does not prevent you from seeing unit details.

The Unit Search pop-up window returns the correct unit.

You cannot create a vendor without including all required data. If you do, you see a warning message.

You can edit the Labor Rate field when adding a labor line. The Up and Down arrows next to the Labor Rate field are correctly aligned.

Road type fuel tickets do not need to pull from the on-hand shop inventory. You do not get an error if you enter an inventory amount greater than what is currently in the shop inventory.

Creating one RO from an inspection ticket with more than one complaint creates a single record on the Inspection Ticket Listing page.

When you change the status of an invoice from Complete to Open, the program automatically turns on these toggle options:

You do not have to refresh the page or regenerate the invoice. This change applies to repair invoices, direct sale invoices, and credit invoices.

The Invoice Detail Report does not include component codes in section 0. This prevents errors when you run the Order Inquiries -Invoice Report by component code.

The Prices column shows values out to four decimal places. For example, 108.0331. The column appears on the Invoice page’s Lines tab.

You can cancel a section in Pending status when you close an RO from an invoice. You do not get an "Object Reference" error.

The program can add email addresses to invoices, even if the Customer field is empty. It uses the Bill To Customer email address in the Email Report pop-up window’s To field.

The program uses the Bill To Customer address when both:

If neither customer type has an email address, the program leaves the To field blank.

Markup on negative lines obeys the Price Table setup.

The program does not recalculate invoice lines when you:

The program correctly applies price table markup to part lines with parts price exceptions. It does not apply a double markup.

The part line total for credit invoices can show negative values now.

You can generate an invoice if some RO sections have bundled pricing and some do not.

Invoices show negative labor lines after you close an RO with negative labor lines.

For details, see TMT-314217 in Orders menu > Invoice.

For details, see TMT-314222 in Orders menu > Invoice.

PO estimates and approval status remain unchanged through a version upgrade.

If a part has a QTY UOM (quantity unit of measure) of Each, and you enter a quantity with a decimal to a PO, the program rounds your entry up to the closest whole number. For example, a tire has a QTY UOM of Each. If you accidentally enter that tire on a PO with a quantity of 4.6, the program rounds the quantity up to 5.

You cannot click Change PO Estimate on an approved PO unless you have:

If you do not meet these requirements, the Change PO Estimate button is not active.

You can cancel a PO if it has only Misc and Tax lines. You cannot cancel the PO if it has part or service lines.

You must have the Include in Inventory Application option set to Exclude Sales Tax to use this feature.

The PO Closed date does not default to the PO’s Opened date and time.

Tax calculations round correctly on modified tax values. This corrects unbalanced accounting transactions.

When you change a PO estimate, and the new estimate is within your approval limit, the PO does not need another approval. The status is still Approved.

Closed POs show the correct vendor name, even if that vendor has since become inactive.

The job code estimate is divided between all technicians working on the same assignment.

The Work With Assignments/Tasks pop-up window performs better when:

When you close an RO, the Closed On field on the History tab uses your current date and time. It does not use the server date and time.

When you reopen a closed RO, the program keeps the original meter reading. It does not add and save the latest meter reading.

The Inventory Application option Track Serial Numbers for Serialized Parts controls parts with serial numbers. If the option is set to YES, you cannot add a part with a serial number that is not in the system.

The program updates the Modified Date and Modified By fields when you set a section to Closed.

When you create a section from a template, the program sets the section as billable if the template has Bill To Customer data. If there is no Bill To Customer, the program sets the section as non-billable.

When you add a new section to a completed RO, the program sets the Opened and Completed dates for the section to the RO Completed date.

The Work With Assignments/Tasks pop-up window uses the default JobCode and Estimated Time values each time you save a new assignment or edit an existing assignment. To use this feature, these Repairs: Job Codes Application options must be set to YES:

The Add/Edit/View Line pop-up window’s Hours field is read-only if the line is generated from TTP or IWS.

For details, see TMT-315025 in Orders menu > Invoice.

For details, see TMT-315272 in Orders menu > Invoice.

For details, see TMT-314042 in Masters menu > Units.

For details, see TMT-314042 in Masters menu > Units.

For details, see TMT-314042 in Masters menu > Units.

Saved reports with custom date ranges run correctly.

If you use the same date range when you run the Historical Part Inventory and the Inventory Month End Balances reports, they show:

When emailing a report, you can enter email addresses with special characters, such as an asterisk (*). If you enter a character that is not allowed, you see an error message.

The report shows the User Defined fields descriptions instead of their labels. This makes it easier to select the fields you want to include.

The Parts Gross Profit report correctly applies markup from price tables.

When you save the generated report as a PDF:

The report shows invoice numbers for purchase receipts. It calculates unit usage values correctly.

Report performance has been improved.

The report shows the correct primary bin assigned to the part.

The Parts Usage report shows a correct list of parts when you select Parts Without Usage from the Usage drop-down list.

When you run the report and set Display Vendor in Parts Without Usage to YES, the report shows the count per part.

The report includes the DAYS meter when it is set as the primary meter in Units masters page Meters/Fluids tab.

The report does not add days outside the selected date range.

The Landing Page Override field now works correctly. When set, the program opens the selected page when you log in. It does not show the default landing page.

The Accounting Application option Use Close Date Instead of Charge Date for Transaction Date is working correctly.

When you create a new job code, the program creates a default (blank) job code assignment.