TMT Fleet Maintenance V.2022.2 Release Notes

On the Accounting page QuickBooks tab, you can add, remove, group, filter, and sort the columns for:

On the Accounting page TruckMate tab, you can sort and filter results in the TM Error Handler grid. You can also sort items by groups and clear filters.

You can select multiple invoices and combine them in one report file. The report groups the invoices by the bill to customer.

When you select more than one invoice and run the report, the first page of the report becomes a summary page. It shows details of the selected invoices based on the customer.

See TMT-316204 in Activities menu > Inquiries > Order Inquiries > Invoice Detail Report.

See TMT-316279 in Activities menu > Inquiries > Order Inquiries > Invoice Detail Report.

The Unit Meter Readings window no longer displays times. Since the program does not store timestamps for historical meter readings, all readings showed the same default time. This confused users.

You can now delete multiple part prices at once on the Parts Price Update page.

On the Shop Inventory page’s Cost History tab, the values in the Physical Inv Number column are links. Click the link to open the Counts tab of the Physical Inventory page and see the counts.

Note: The Physical Inv Number values are links only if they have an actual value. If the value is N/A, there is no link.

The Company page tabs show the correct contents whether the Customize Page pane is open or closed. You open the pane by clicking your username in the upper-right corner of the page and selecting Customize.

The new Customer DOT Number field has been added to the:

If the Require Customer DOT Number Application option is set to YES, you must complete the Customer DOT Number field when you create or update customer details. For details, see TMT-315064 in Setup menu > Options > Application Options > Invoicing.

The Customers page tabs show the correct contents whether the Customize Page pane is open or closed. You open the pane by clicking your username in the upper-right corner of the page and selecting Customize.

The Employees page tabs show the correct contents whether the Customize Page pane is open or closed. You open the pane by clicking your username in the upper-right corner of the page and selecting Customize.

The program prevents you from using a deactivated part type when you create a new part

The Parts Catalog page tabs show the correct contents whether the Customize Page pane is open or closed. You open the pane by clicking your username in the upper-right corner of the page and selecting Customize.

See TMT-313262 in Inventory menu > Physical Inventory.

See TMT-315274 in Masters menu > Parts Catalog.

The Shop Inventory page tabs show the correct contents whether the Customize Page pane is open or closed. You open the pane by clicking your username in the upper-right corner of the page and selecting Customize.

The Shops page tabs show the correct contents whether the Customize Page pane is open or closed. You open the pane by clicking your username in the upper-right corner of the page and selecting Customize.

The Units page tabs show the correct contents whether the Customize Page pane is open or closed. You open the pane by clicking your username in the upper-right corner of the page and selecting Customize.

See TMT-315274 in Masters menu > Parts Catalog.

The Vendors page tabs show the correct contents whether the Customize Page pane is open or closed. You open the pane by clicking your username in the upper-right corner of the page and selecting Customize.

The Assign Units pop-up window has new options in the Items per page drop-down list. You can select 10, 20, 30, 100, 500, or 1000 results. Seeing more results per page lets you assign more units at once.

When you filter one or more columns, the column heading background changes color. This change marks the selected columns. Where applicable, the font color has been changed to improve readability.

You can control users' access to the Campaign Details page by role using the Manage Page Permissions page.

You open the Manage Page Permissions page by going to Menu > Security > Page Security > Manage Page Permissions. By default, all permissions are turned on. You can set permissions for each role and assign roles to each user. When there is a conflict between roles, the program gives precedence to options that are turned on.

For example, assume User A has two roles: *All Web Users and *Road Calls.

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

A new column has been added: Shop Region. The column behaves the same way as the previous columns. You can sort and filter by it. The column also has page persistence.

See TMT-314759 in Orders menu > Campaign.

You can control users' access to the Campaigns Listing page by role using the Manage Page Permissions page. See TMT-315237 in Orders menu > Campaign for more information on assigning permissions.

You can add fee lines to an estimate section you create.

You can control users' access to the Estimates Listing page by role using the Manage Page Permissions page. See TMT-315237 in Orders menu > Campaign for more information on assigning permissions.

See TMT-314672 in Orders menu > Campaign Listing.

See TMT-314759 in Orders menu > Campaign.

You can control users' access to the Indirect Charge page by role using the Manage Page Permissions page. See TMT-315237 in Orders menu > Campaign for more information on assigning permissions.

See TMT-314672 in Orders menu > Campaign Listing.

You can control users' access to the Indirect Charges Listing page by role using the Manage Page Permissions page. See TMT-315237 in Orders menu > Campaign for more information on assigning permissions.

See TMT-314672 in Orders menu > Campaign Listing.

See TMT-314759 in Orders menu > Campaign.

You can add discounts and coupons at the section level.

When Override Auto Discounts is set to YES, you can:

See TMT-314672 in Orders menu > Campaign Listing.

See TMT-316204 in Activities menu > Inquiries > Order Inquiries > Invoice Detail Report.

See TMT-316279 in Activities menu > Inquiries > Order Inquiries > Invoice Detail Report.

See TMT-316204 in Activities menu > Inquiries > Order Inquiries > Invoice Detail Report.

See TMT-316279 in Activities menu > Inquiries > Order Inquiries > Invoice Detail Report.

See TMT-315245 in Setup menu > Options > Application Options > Purchasing.

See TMT-314759 in Orders menu > Campaign.

You do not have to select a printer when printing barcode labels. The labels automatically print to the default printer.

See TMT-314672 in Orders menu > Campaign Listing.

See TMT-315531 in Orders menu > Purchase Order.

You can see the Customer PO field even if you do not have the Invoicing module.

When there is a bill to customer, the page shows this information under the Bill To Customer field:

These changes were made to reduce entry errors.

When you have the Tire Module, you can remove a tire from a unit that does not have a tire configuration.

See TMT-314759 in Orders menu > Campaign.

When Vendor Supplied is set to YES, you can edit the part Quantity field for vendor-supplied parts. When Vendor Supplied is set to NO, you cannot edit the part Quantity field. The part is not a vendor-supplied part.

See TMT-315504 in Activities menu > Units > Meter Readings.

PO numbers on the Parts on Order pop-up window now have links. You can open the PO by clicking the link.

To protect employee privacy, the Employee Quick Search no longer shows the employee’s full address.

The report includes the bottom line of the report. It does not add an extra blank page.

You can edit the Truck Arrival Date field only when the Repair Request Status is Initiate Awaiting. The field is read-only for any other status. This applies to all TravelCenters of America (TA) repair requests.

Note: The Truck Arrival Date field is also known as estimated time of arrival or ETA.

The Repair Request Form for TA road call work orders has a new field: Tech Arrival Date. This field shows the estimated date and time that the technician will arrive at the vehicle. TA provides this data. The field is read-only in TMT.

The Driver Name and Driver Phone number fields have been added to the TA Repair Request form. Before, these fields were only available for road calls. Now you can see these fields on orders classified as:

The two fields are optional. If they are not filled out before submitting the repair request, TMT uses these default values:

The Note History shows who submitted the note. The user ID replaces the generic term "TMT User."

The Repair Request Form now shows the currently logged-in user’s first and/or last name in the upper-right corner. If the user does not have a first or last name saved in the system, the form shows the username instead. For example, assume John Smith has the username JSmith in the system, but not his first and last names. The form would show JSmith in the upper-right corner.

This change applies to TA and TMT ServiceConnect integrations.

The TA Repair Request Form Tire Account Number field has been renamed to National Account Number. The change covers customers who do not use tire accounts.

The TA Repair Request Form now shows comments in order from newest to oldest. Order is based on the time submitted. Before, comments submitted for the same request status were listed in chronological order (that is, from oldest to newest).

The TA and TMT ServiceConnect Repair Request Forms now show a user icon next to the username in the top-right corner of the form. At this time, there is no functionality applied to the icon.

TMT now verifies vehicle identification number (VIN) length for the TA Repair Request Form. Valid VINs must be 6, 8, or 17 characters in length. If you try to save a request form for a unit with an invalid VIN length, an error message opens. It states that the VIN must be 6, 8, or 17 characters in length. You cannot submit the form until you correct the error.

See TMT-315274 in Masters menu > Parts Catalog.

You can add fee line items to Standard Repair Order (RO) and Vendor RO templates.

The Repair Orders Listing page has new columns in the Section view:

The Repair Orders Listing Page has a new column: Vendor Name.

See TMT-314672 in Orders menu > Campaign Listing.

See TMT-314759 in Orders menu > Campaign.

You can now edit the Warranty Status field at any time. It does not become read-only when the Order Status is changed to Closed.

Note: The Order Status field remains read-only once it is changed to Closed.

See TMT-314672 in Orders menu > Campaign Listing.

See TMT-314672 in Orders menu > Campaign Listing.

The Warranty Potential Claims Listing page has a new column: Engine Serial. The data for this column comes from the Serial Number field of the Units page Specs tab.

Additional file formats are now available for emailing SSRS reports:

Select the format you want from the Attachment Format drop-down list when emailing any SSRS report.

See TMT-315237 in Orders menu > Campaign.

You can control users' access to the Campaigns Listing page by role using the Manage Page Permissions page. See TMT-315237 in Orders menu > Campaign for more information on assigning permissions.

You can control users' access to the Inspection Tickets Listing page by role using the Manage Page Permissions page. See TMT-315237 in Orders menu > Campaign for more information on assigning permissions.

You can control users' access to the Fuel Ticket Listing page by role using the Manage Page Permissions page. See TMT-315237 in Orders menu > Campaign for more information on assigning permissions.

There is a new purchasing option: Do Not Allow Misc Lines on Standard POs. It controls whether you can add miscellaneous lines on POs.

This option applies only to the Application level.

There is a new node under the Purchasing section: Approvals. To see the Approval options, go to Menu > Setup > Options > Application Options > Purchasing > Approvals.

These options that were under Purchasing have been moved under Approvals:

The Require Repair Site Application option has been moved and renamed:

The ability to select a <DEFAULT> or <OVERRIDE> value for Payment Method in the TA Default XREF has been removed. You must set a payment type cross-reference from TA to TMT.

If you click Repair Request for a TA VRO, but the payment method has not been set in the TMT TA Default XREF, an error message opens. It states, "Payment method for TravelCenters of America is not valid. Please check your Integration Options page."

To set a payment method cross-reference, open TMT and go to Menu > Setup > Options > Integration Options > TravelCenters of America > DEFAULT XREF. In the Options pane, select Pay Method.

The General node has a new option: Link Open Road Call for VRO.

If you have a license for the Road Calls module, you can set this option.

Note: This option applies to the TMT ServiceConnect integration only. The TA integration does not have this option, but TA orders will automatically link to open road calls.

See TMT-316360 in Setup menu > Option > Application Options > Repairs.

This option has been removed from the User options page: Allow User to Only Create Pending Purchase Requests. From this point on, the program only looks at the approval levels defined on the Approval Levels page. Go to Menu > Setup > Order Setup > Approval Levels to open the page.

For a vendor repair PO, if you do not have an approval level assigned when you create an order, the order is set to Needs Approval. The VRO order status is set to Open, but its PO is set to Pending and the number is masked.

For a vendor repair order PO, if you have an approval level of $100 when you create an order, its approval status is set to Approved if the line total stays within the Vendor Estimate. If the amount exceeds the estimate, the approval status changes to Needs Approval. The order status changes to Pending.

If you have an approval level, then you can approve orders. If you do not have an approval level, the program will prevent you from approving orders.

This option has been removed from the User options page: If PO Approval Amount is Exceeded, Create Pending PO. From this point on, the program only looks at the approval levels defined on the Approval Levels page. Go to Menu > Setup > Order Setup > Approval Levels to open the page.

If you open a PO where the Estimated Amount is above your approval limit, the PO changes to Pending status and the approval status changes to Needs Approval.

When TMT sends repair order sections to eFleet Solutions (eFS), it can now include the mechanic name or names. The data is sent to the EFS Repaired Event in the NOTES data object.

The System Message pop-up window now shows repair order numbers as hyperlinks. This lets you open the repair order immediately.

User-defined fields (UDFs) 1 through 8 now show their descriptions instead of their UDF numbers. For example, if you set UDF1 to Chassis Brand, the report now shows Chassis Brand.

The change affects these reports:

The report correctly uses the average cost (AVGCOST) accounting method when you set the Inventory Method to AVG Cost.

The Purge All and Purge Selected Documents buttons work correctly. You can see the purged transaction again in Export Preview.

You can use the TMT Web QuickBooks Interface to open these records without getting a 504 error:

The Export/Preview shows only the fields you selected on the Export Transaction tab.

When you click Search or refresh the page, exported orders are removed from the GL, AR, and AP tabs.

The program imports valid utilization ticket data without errors. In the past, the program had logged errors even when the data in the import file was valid.

You can add a negative quantity during the fuel data import. This lets you fix entry errors by changing the inventory on hand quantity.

The program creates the correct number of fuel tickets and exceptions. This happens even if an imported file has an invalid unit.

You cannot add invalid serial parts to an RO. If you try, the program shows you a warning message: "Serial Number [number] does not exist in the Inventory." You cannot save your changes until you enter the correct serial number.

You can use Fill Request and Fill All Requests. You will not get errors as long as the Shop Inventory has enough of the requested parts on hand.

Parts charged from Parts Workstation show the valid charge amounts.

Hyperlinks work correctly.

See TMT-314761 in Activities menu > Shop Planner.

The program’s performance for creating part transfers for multiple records has improved.

The program takes any day that you enter in the Year Starts On field and creates a calendar year from that date.

You can close a period without receiving an error message.

The Cost History tab updates correctly when you add, edit, or delete any part in a repair invoice.

You can renumber local parts in the Shop Inventory.

When you return a tire to inventory from the Tire Review page, the program applies the correct item value. It is based on the accounting method in use. The Shop Inventory page Cost History tab shows the correct item price.

When you return a part on a PO using the Return button, the program adds that PO number to the Cost History tab for that part.

The part value in the Shop Inventory’s Costs and Cost History tabs match the part value added to the RO. It matches the cost coming into inventory from the RO line.

Unit User Field labels match the Unit Search field’s drop-down list.

Updates to a unit’s physical location remain consistent when updating the RO status for standard and vendor repair orders.

Note: The Set Unit Physical Location On RO Status Change Application option must be set to YES to use this feature. To set this option, go to Menu > Setup > Options > Application Options > Repairs.

When the selected unit has no more open ROs (standard or vendor), the program sets the unit’s physical location back to its previous location. The previous location cannot be IN-SHOP or AT-VENDOR. If the unit has no previous location available, the program sets the location to IN-SERVICE.

You can search and view Reports Only units in:

For details, see TMT-315212 in Orders menu > Campaigns Listing.

For details, see TMT-315212 in Orders menu > Campaigns Listing.

You can create consecutive fuel tickets without getting errors.

For details, see TMT-315743 in Activities menu > Fuel Data Import.

Fuel tickets created from edited exceptions are added to the correct batch.

You can add parts to an indirect order correctly. The program uses the correct unit of measure (UOM) for the part and the correct decimals for the Quantity value.

For details, see TMT-315212 in Orders menu > Campaigns Listing.

The program uses custom invoice reports based on the Invoice Detail Report option. You can set this option at the Application, Customer, and Shop levels. If you have settings at more than one level, the program applies the settings in this order:

To set the Invoice Detail Report option, go to:

You can update part line details on the Invoice page even if the part number contains a special character, such as a colon.

When you adjust a price on an invoice, the program also adjusts the fee price based on the item you adjusted.

The Invoice Closed Date shows the date and time when you closed the invoice. It does not use the current date and time.

The program can calculate labor estimate hours correctly when you generate invoices. To do this, you must have these options set to NO:

You can set these options at Application, Shop, and Customer levels.

For details, see TMT-315212 in Orders menu > Campaigns Listing.

See TMT-314722 in Orders menu > Invoice.

See TMT-315904 in Orders menu > Invoice.

You cannot return more parts than are listed on a Credit PO. If you try, the program shows an error message: "Cannot return more than inventory on hand." For example, you will see the message if there are two parts on the PO, and you try to return three.

All line totals on Credit POs use negative values by default. If you need to, however, you can edit the negative values for these line types and make them positive:

For details, see TMT-315212 in Orders menu > Campaigns Listing.

The Invoice tab Amount Billed field updates itself automatically when you apply a receipt. This is true regardless of the Culture Override setting for the user.

Two users can edit the same VRO without causing line errors between the VRO and the PO. For example, assume Users A and B are working on the same VRO. User A deletes a line. User B makes a change and tries to save the VRO. The program alerts User B that someone has made a line change, and they must refresh the VRO before saving.

You can delete PO sections after someone deletes a part from an RO, even if the part was directly received from a PO.

You can edit these fields on a closed standard PO:

For details, see TMT-315212 in Orders menu > Campaigns Listing.

Deleting a negative part line on an RO does not cause inventory violation errors when you have sufficient quantity on hand in the Shop inventory.

The program keeps your selected Priority value when you close an RO.

The Job Code field is not required when you:

To open the Application option, go to Menu > Setup > Options > Application Options > Repairs > Job Codes.

The Job Code Search correctly returns all job codes associated with unit types.

When you change an RO Order Status to CLOSED, the program updates the Accounts tab with the Account Disbursement Summary.

For details, see TMT-315212 in Orders menu > Campaigns Listing.

If you close an RO and get the Items on Request error message, it now includes more details, such as:

For example, if you request the parts from Manual Requisition, the error message shows the Request Type MANUAL. If you request the parts from IWS or TTP, the Request Type is REQUEST. If you request the parts using picklist definitions, the Request Type is PICKLIST.

See TMT-315446 in Orders menu > Purchase Order.

The program saves meter readings when you create an RO from an RO template that has a unit with Auto Load Meter set to YES. On the RO header, the Unit and Customer fields are inactive.

When TA repair requests reach Estimate Approved status, these fields become read-only:

They will remain read-only for all other steps after Estimate Approved.

The TA Repair Request Driver Phone Number field now defaults to a format of (000) 000-0000. You can only enter up to 10 digits. If you enter less than 10 digits, the program adds zeros at the front until all 10 digits are filled. You can modify this later.

You can add a vendor part that is not in the Inventory.

The Repair Order Listing page returns the correct results when you search for a shop.

For details, see TMT-315212 in Orders menu > Campaigns Listing.

For details, see TMT-315212 in Orders menu > Campaigns Listing.

The program associates the correct RO when you create a direct claim from the Warranty Claims Listing page.

An RO potential claim has a single entry even if you mark it Invalid, reopen the RO, and close it again.

The report runs correctly for companies with more than 12 accounting periods in an accounting year.

Note: The maximum number of periods you can have in an accounting year is 15.

The report includes all PO lines. In the past, the report omitted lines if the line had the same quantity and cost as another line.

The report correctly excludes bins with zero parts on hand if you set the Parts With Zero Quantity on Hand field to Exclude.

The report includes vendor parts when you set Usage to Parts with usage.

The report’s On Order count matches the Shop Inventory count.

The RO Default Repair Class option is independent. It is not a child option of Repair Class field is required.

There is a new invoicing option: Require Customer DOT Number.

This option applies only to the Application level.

These new items work together to make sure you only assign approval levels to active users.

There is a new Connection option: SSL Certificate Path. When you enter the path to your SSL certificate in this option, the program adds it to the end of the URL entry.

For example, assume you have these entries on your Integration Options page:

If you leave the SSL Certificate Path option blank, TMT sends your CData Connector URL entry only.

See TMT-316055 in Setup menu > Options > Application Options.

The Title parameter in the REST API completes POST and PUT operations without issues.

The User Defined Field parameter in the REST API creates and updates the User Defined Field value in the database.