TMT Fleet Maintenance V.2022.3 Release Notes

You can fill out mail settings when you install the program. The installer automatically completes these settings in the Server API web config file. When you upgrade the program or the Server API, the mail settings are also included.

Note: If you manually update either the program or the Server API, the installer will not overwrite those changes.

The installer adds a new type of database user for use in running SQL reports. This new user type can only run and view reports. They cannot change reports. This prevents unwanted changes to SQL reports.

You can now turn off inactive account disbursement subrules. The Account Disbursement Subrule pop-up window has a new field: Is Active. When this option is set to:

The Order Inquiries and Unit Inquiries pages have a new field: Data on Load. The field has two options:

The page has a new column: Associated Unit. By default, the new column is not included. To see the column, click the triangle on the right side of any column header. This opens the Sort and Columns menu. Click Columns and select Associated Unit.

The Associated Unit field shows the associated unit number, not the unit ID.

The Invoices tab view has three new columns:

The Type Sent column will be blank if the invoice has not been emailed.

See TMT-316605 in the Activities menu > Inquiries > Order Inquiries.

The Module option name was changed from Interactive Workstation to Technician Portal.

You can now use the Delete Request button to delete a part request within the Actions options.

Shop Planner and Shop Scheduler now automatically refresh the screen to display new results. You set how often the screens refresh using the Automatically Refresh Scheduler Screen Interval (Minutes) Application Option. You get to this option by going to Menu > Setup > Options > Application Options > Scheduler.

The Clone Attributes section has two new fields:

This menu option and its page now appear only if you have the Production Based Pay module installed.

The page has a new field: DVIR Failures Only. The field has two options:

This menu option and its page have been removed. Due to Microsoft’s ending Silverlight support, TMT can no longer support this function.

The field label was changed from Interactive Workstation Password to Workstation Password.

TTP obeys the setting for the Allow Charging of Parts from Workstation? field. You set this field on the MISC tab of the Masters Employees page. When you set this field to YES, the technician can charge out parts in TTP. When you set this field to NO, the technician cannot charge parts or even see the tab when working on an RO in TTP.

You can no longer set the unit status to Reports Only if the unit is on the Associated Unit field of a repair order. The new logic applies to repair orders that are not closed or canceled.

The maximum length of these fields has been increased from 40 to 256 characters:

See TMT-317163 in Orders menu > Campaign.

You can now see the Change Unit/Customer button when the Invoicing module is turned on. The button changes to Change Unit when the Invoicing module is turned off.

The error message has changed when you try to change an order status from Open to Closed and the order is locked. The old message stated, "Order is locked by IWS and cannot be closed or completed." The new message states "Order is locked by TTP and cannot be closed or completed." This change is part of the replacement of Interactive Workstation (IWS) with Trimble Technician Portal (TTP).

See TMT-317163 in Orders menu > Campaign.

The new EMAIL AUDIT tab shows up to 40 invoice email-related transactions. The tab shows this information:

See TMT-317163 in Orders menu > Campaign.

The new Emailed? column lets you see if an invoice was emailed. The column shows Y for yes and N for no.

The program updates the EMAILAUDIT database table if batch invoices have been printed. For more information, see TMT-316226.

See TMT-317163 in Orders menu > Campaign.

The Purchase Order page has a new field: Remit To Vendor. This field shows who should be paid for repairs if it is other than the repairing vendor.

The Remit To Vendor and Remit Vendor Name columns now appear on the Purchase Orders Listing page. By default, the new columns are not included in the page view.

To add one or both of these columns, click the triangle on the right side of any column header. This opens the Sort and Columns menu. Click Columns and select Remit To Vendor and/or Remit Vendor Name.

The report parameters now include a column for the new Remit To Vendor field.

You can create repair orders without an estimate if the cost is below the customer’s approval limit. If an estimate is needed, you can now create one from the Repair Order page. Selecting the estimate hyperlink opens the created estimate.

Three repair order error messages have been changed:

When you hover over the text below the Vendor and Bill to Customer fields, you can see the full name, city, and state information.

See TMT-317163 in Orders menu > Campaign.

The Repair Order header has a new field: Associated Unit. This field is available for both Standard and Vendor ROs based on the Require Associated Unit Application Option setting. When the option is set to YES, the Associated Unit field is required and the Repair Order page shows an asterisk (*) beside the field name.

If you put an invalid unit in the Associated Unit field, the program opens a new pop-up window to let you create a new unit. The window is called Create Retail Unit/Customer on the Fly.

The Repair Order page has a new field for vendor repair orders: Remit To Vendor. The remit to vendor data comes from the Remit tab on the Vendor Masters page.

You can now create vendors on the fly on repair orders. When you enter a vendor in the Remit To Vendor field, and the program cannot find the vendor in its database, the Vendor on the Fly pop-up window opens. This lets you enter the new vendor immediately.

The Add Section pop-up window adds a job code to the header automatically when you assign an active job code to both the component and complaint codes.

Once a TMT/TA customer approves the estimate (Estimate Approved), or when the order is paid out in the TA shop system (Finalize Approved), the program updates the vendor estimate on the VRO for the work order to reflect the vendor estimate listed in the Repair Request form.

The Repair Request form has new features:

The program has a new validation pop-up window for the Payment Method field. When the payment method saved on the repair order is not mapped for TA, the message states "Payment method is not valid. Please check your Payment method mapping in the Integration Options page." The form will not save the user’s changes. This makes sure the user corrects the error before proceeding.

The program has a new validation pop-up window for the Repair Site field. When the repair site saved on the repair order is not mapped for TA, the message states "Repair Site is not valid. Please check your Repair Site mapping in the Integration Options page." The form will not save the user’s changes. This makes sure the user corrects the error before proceeding.

The program has a new validation pop-up window for the VIN field. When the VIN saved for the unit on the repair order does not meet the requirements for the TA integration, the message states, "VIN has to be 6, 8, or 17 characters in length. Please update the VIN in the Unit Master." The form will not save the user’s changes. This makes sure the user corrects the error before proceeding.

The program has a new validation pop-up window that opens when the token for the repair request form has expired. The window message states "The Repair Request form Token has expired due to a time-out condition. Please refresh the Repair Request form by closing the form and then re-display the Repair Request form again." You cannot continue with the repair request until you reload the Repair Request form by clicking the Repair Request button on the repair order.

The TA Repair Request form Review pop-up window now marks the Comments field as required when the request is in INITIATE AWAITING, ESTIMATE AWAITING, or FINALIZED AWAITING status. An asterisk () appears next to the *Comments label when you must complete the field. The Submit button will be turned off until you add a comment.

The Repair Order Template page has a new field: Remit To Vendor. The field lets you select a remit vendor from the Vendor master records.

See TMT-314716 in Orders menu > Estimates Listing.

The Change Vendor and Change Unit/Customer buttons can be turned off for TravelCenters of America, TMT ServiceConnect, and I360 customers using Integration options.

When you select a vendor repair order (VRO) row on the Repair Orders Listing page, the program checks the corresponding TMT Integration Options:

The Repair Orders Listing page has a new column: Associated Unit. By default, the new column is not included. To see the column, click the triangle on the right side of any column header. This opens the Sort and Columns menu. Click Columns and select Associated Unit.

The Remit To Vendor and Remit Vendor Name columns now appear on the Repair Orders Listing page. By default, the new columns are not included in the page view.

To add one or both of these columns, click the triangle on the right side of any column header. This opens the Sort and Columns menu. Click Columns and select Remit To Vendor and/or Remit Vendor Name.

See TMT-317163 in Orders menu > Campaign.

The length of the username that reports show at the end of each page can now contain up to 256 characters.

See TMT-317529 in Orders menu > Purchase Orders Listing > Purchase Order.

The SSRS Order Inquiries_Repair Orders report now contains the Associated Unit field. Adding this field lets you use the report on repairs to equipment at a drop yard.

See TMT-317529 in Orders menu > Purchase Orders Listing > Purchase Order.

See TMT-317529 in Orders menu > Purchase Orders Listing > Purchase Order.

The filter Fuel Ticket Shop appears under the Domicile Shop group. The new filter and group make sure that records display correctly on reports.

When TMWSuite is integrated with TMT, the program saves the historical data. You can see this data by running the Unit PM History report. The report displays the history of PM sections on ROs for all units.

See TMT-317529 in Orders menu > Purchase Orders Listing > Purchase Order.

On the AMS Options tab, the User Type drop-down list has changed. The IWS option has been replaced by KIOSK. This change is part of the replacement of Interactive Workstation (IWS) with Trimble Technician Portal (TTP).

There is a new user role: Security Administrator. When you assign someone to the Security Administrator role, they can:

This menu option and its page now appear only if you have the Contract Maintenance module installed.

LIC Database information has been removed from the Module Licenses page. Now the page shows application information.

The In Use column now lists all users. The Licensed column now lists all users except Admin and Adminacct.

The new Purge Accounting Errors Older than X Days Application option lets you set when the program should purge data by number of days. When you set this option to 0, the program does not delete any accounting errors. If you set the option to 30, for example, the program deletes any accounting error older than 30 days.

You can now copy fees from estimates to repair orders using the new Copy Fees from Estimates to Repair Orders Application option. The settings are:

The Enforce Shop Commodity Codes option has been moved from Application Options > Interfaces > TMWSuite to the Integration Options > TMWSuite > GENERAL OPTIONS section. This puts all integration interface options in the same location.

There are two new options:

Notes:

There is a new PM option: Use PM Due Calculation Job. When you set this option to YES, the program uses the scheduled job for calculating PM due dates rather than calculating the dates on the fly. This can significantly improve performance for large PM Due reports.

The option has these settings:

The IWS node has been renamed TTP. These options were also renamed:

Notes:

The QuickBooks integration has a new option: Use Sandbox. This option controls whether your integration makes use of the Intuit QuickBooks sandbox (that is, testing) environment.

See TMT-313415 in Setup menu > Options > Application Options > Interface > TMWSuite.

Two changes have been made to make sure entries match Trimble ID requirements:

See TMT-317414 in Setup menu > Options > Application Options > Repairs.

The IWS node has been renamed TTP. These options were also renamed:

Notes:

On the Setup tab, the User Type option IWS was renamed to KIOSK to match the interface. This change is part of the replacement of Interactive Workstation (IWS) with Trimble Technician Portal (TTP).

The IWS category was renamed to TTP. This change is part of the replacement of Interactive Workstation (IWS) with Trimble Technician Portal (TTP).

The Misc Fees tab has a new field: Exclude Fees from Vendor ROs. This field controls whether you can exclude (that is, remove) fees from VROs. The field has two settings:

The Integration ToolKit has a new application programming interface (API): GetImagingOrderInfo. The API returns details about an order when you enter the Order Number and Unit Number.

When you export Credit POs, the program exports the correct Credit and Debit amounts for parts and taxes when the Include Tax in Inventory Application option is set to YES.

When you export using McLeod, Voucher and VoucherDist files are generated on VROs.

You can export complete order details to Microsoft Excel without first expanding the record before saving.

The Order Inquiries page has a new filter: Section Component. You can apply the Section Component filter to:

The Customer Name column was changed to Order Customer Name. This name matches the naming convention used on other inquiries pages.

These invoice reports now use the same requirements when showing an invoice’s Print status: Draft, Original, or Duplicate:

The program correctly calculates the amount of time a technician works regardless of differences in time zones.

See TMT-312691 in Activities menu > Shop Planner.

When you refresh Shop Scheduler, you can see the current hour in the client time zone at the top of the page.

The Clone Unit page updates all PMs on the selected unit to match the PMs on the Source Unit.

Updating the Primary Vendor on the Parts Reorder Point page for a part in multiple shops now only affects the part in the shop selected instead of all shops with the selected vendor.

The Order Number field correctly fills in preceding zeros automatically when the Auto Zero-fill Order Numbers Application Option is set to YES.

Performance has been improved when you transfer 15 to 20 parts from one Shop to another.

When you open a new physical inventory adjustment, and the Sort By is by Bin, the Counts tab aligns and matches the report sort by parameters.

You see the correct page number from the inventory count sheets in the Page column. This is true whether the inventory is sorted by Parts or Bins.

If you type in an invalid Customer ID in the User Fields tab, the program shows the error message "Customernumber is not a valid customer." Click OK to refresh the screen. You can then type in a valid Customer ID.

The program merges parts without errors.

When you renumber local parts from Shop Inventory with the Renumber and Update History checkbox clear, it only updates the part numbers on the non-closed orders. When you renumber local parts with Renumber and Update History checked, it updates the part numbers in all the orders, including closed orders.

You can delete a local part from the Shop Inventory even if the part was renumbered.

When you clone a unit, the program populates the OEM Warranty In Service date as the start date of the Extended Warranty.

The State field shows the existing value after you renumber a unit.

The campaign Unit search retrieves data more quickly.

Sections show the correct billable values.

If you change the Bill to Customer field, the taxes are now recalculated as expected.

See TMT-316268 in Activities menu > Inquiries > Order Inquiries > Invoice.

Users with read-only access can view associated orders.

The Purchase Order page Accounts tab (also known as the Accounts Summary) shows the correct tax amount.

The program applies a rounding buffer to AP transactions that are out of balance by at most $0.005 due to taxes or freight. This makes sure that transactions are equal.

If the user has approval permission, standard purchase orders shows the Approve button even if the order has no lines.

The program shows an error message shows when card charges fail.

The default options for Repair Class and Repair Site work when changed from one Repair Order Type to another.

You can reopen a repair order if:

You cannot reopen a repair order if:

Tires credited through the Tire Review screen create and close repair orders correctly.

You can update the Cost Center field from the Repair Order page. If you change a unit using the Change Unit button, the cost center updates to the new unit.

If you type in an invalid status in the Warranty Status drop-down list, the program makes you change the status. You will see a blank or default value if you type in an invalid status.

The Report Scheduler updates next the run date and time with the correct date and time.

Labor costs appear correctly in the report.

The report loads correctly when you set date parameters.

The summary view of the SSRS Purchase Orders now shows the Cost column values.

The report runs correctly when you use the Order Customer parameter.

The Repair Order Detail report does not time out when you click a link on the report.

The report shows the correct ONHAND amounts for the parts. Also, the report shows the correct calculations.

Non-company units do not appear on the PM Due report.

The report corrects shows values for the MONTHS and DAYS meters when they exist.

The warranty column takes into account all line items that are in the Repair Order, as everything done to the unit should be covered under OEM and Extended Warranty.

The Unit Inventory report runs without issue when the Yard Location field has more than 12 characters.

The GENERAL section now shows the Enforce Enhanced Shop Restriction Application option. It is set to YES by default.

The way the program validates units has changed. This affects how you can use units with the TravelCenters of America (TA) integration.

The Approval Level Name field length can include up to 20 characters.

You cannot reopen orders once they have been sent to Accounting. Instead, the program shows one of these error messages:

You cannot delete codekeys labeled ATA or TMT.

The Bill to Customer field and the Customer field values do not change when you complete a repair order.

TTP calculates the labor line correctly when a technician marks a section as Incomplete, Complete, or Closed.