Invoicing

These options are available only if you have installed the Invoice module for TMT Fleet Maintenance. The Invoice module is standard with TMT Service Center.

These settings are located in the Invoicing section on the Application Options page.

Invoicing
Add Cause & Correction Information to Labor Line Description
First available in TMT Fleet Maintenance V.2020.2

Applies to

TMT Fleet Maintenance

Description

This option lets you include cause and correction information in an invoice. The information appears in the labor line description.

Options

  • NO
    Cause and correction information is not added to the invoice’s labor line description.

  • YES (default)
    Cause and correction information is added to the invoice’s labor line description.

Additional notes

This option applies to the Application and Shop levels.
Invoicing
Allow User To Change Price Table On RO

Applies to

TMT Fleet Maintenance

Description

This option determines whether users can change the Price Table on the Repair Order (RO) Header for any unit that contains a customer.

Options

  • NO (default)
    The Price Table field is not visible on the RO Header.

  • YES
    Users can change the Price Table on the RO Header for any unit that contains a customer.
Invoicing
Allow User To Override Customer Credit Limit

Applies to

TMT Fleet Maintenance

Description

This option determines whether users can override the customer credit limit on RO or direct sale invoices. If the user sets an override, the program does not check the invoice limit and customer credit limit for those invoices.

Options

  • NO (default)
    The customer credit limit is enforced, and the user cannot override it.

  • YES
    Open direct sales and RO invoices display a button that users can click to override the customer’s credit limit. If the user clicks the button, the program prompts the user to enter a username, PIN, and the reason for the override.

    After an override is set, the invoice limit and customer credit limit is not checked for those invoices.
Invoicing
Auto Close RO From Invoice

Applies to

TMT Fleet Maintenance

Description

This option determines whether the program closes an RO if its related invoice is closed.

Options

  • NO (default)
    Users must close the Complete RO within the RO before closing the invoice.

  • YES
    The RO auto-closes when the invoice is closed, and the program uses the closed date of the invoice as the closed date of the RO.
Invoicing
Automatically Generate Invoice Only When Repair Is Closed

Applies to

TMT Fleet Maintenance

Description

This option determines whether closing a repair order also generates an invoice.

Options

  • NO (default)
    The program generates an invoice when users set the RO to Complete or Closed.

  • YES
    The invoice will be automatically generated only when the RO is set to Closed.
Invoicing
Calculate Invoice Tax Based On Vendor From Vendor RO

Applies to

TMT Fleet Maintenance

Description

For invoices created from a Vendor RO, the program calculates tax on Vendor Lines based on the vendor tax on the Vendor RO. It does not use the Repair Shop or Customer tax rules.

Options

  • NO (default)
    The program calculates taxes on Invoices created from Vendor ROs based on the normal invoicing business rules.

  • YES
    The program calculates taxes on Vendor Lines according to the vendor tax on the Vendor RO.

Additional notes

  1. This option applies to the Application and Shop levels.

  2. Shop lines (non-vendor) for Parts, Labor, and Services use normal invoice tax calculations. Shop or Customer tax rules apply.
Invoicing
Consolidate Part Numbers with Same Price on Repair Invoice
First available in TMT Fleet Maintenance V.2020.2

Applies to

TMT Fleet Maintenance

Description

By default, Repair order invoices create a separate line for each part, even if those parts are the same. Use this option to have repair order invoices combine these lines.

Options

  • NO
    Each part listed in the Repair Order invoice appears on a separate line. This is true for duplicate parts.

  • YES (default)
    When parts have the same part number and the same price, the Repair Order invoice consolidates these lines into one.

Additional notes

  1. This option does not apply to Tire Parts with the Tire Module.

  2. This option does not apply to negative part lines.

  3. You cannot change a part quantity to a number below the repair order quantity. If you try, the system displays an error message, and it does not allow you to change the quantity.

  4. This option applies to the Application and Shop Option levels.

    • You can overwrite this option at the Shop Option level. The system looks for the setting first the Shop Option level and then at the Application Option level.

      If the program finds a setting on the lowest level (Shop options in this case), it applies the setting and stops looking. In other words, if you apply this setting at a lower level, the program ignores settings at higher levels.
Invoicing
Default Billable To Y On Repair Order Sections

Applies to

TMT Fleet Maintenance

Description

This option marks all sections on repair orders as billable.

Options

  • NO
    Users must manually mark sections as billable for them to be invoiced.

  • YES (default)
    The program marks all sections on repair orders as billable by default.

Additional notes

If you select YES, the program sets the Customer level option to YES too, unless there is an existing manual change at the Customer level. Every section created on a repair order for those customers is marked as billable. Since you can only invoice those RO sections marked as billable, clearing this option at the Customer level requires that users manually mark a section as billable before they can invoice it for that customer.

  1. This option only appears on ROs with customers. If the RO does not have a customer, the RO Section always shows billable as not selected.

  2. If a user clears this option at the Shop level, new RO Sections created in that shop are not marked billable regardless of the value of Billable Default to Y set on the Customer level.

    Examples:

    • Application Value = Selected, Shop 01 = Cleared.

      • Billable defaults to cleared for any section created on any RO with a customer created in Shop 01.

      • Billable defaults to selected for any section created on any RO with a customer in all other shops.

    • Application Value = Cleared, Shop 01 = Selected, all other shops = Cleared, Customer 1 = Selected, Customer 2 = Cleared.

      • New ROs created in Shop 01 for customer 1 have billable selected.

      • New ROs created in Shop 01 for Customer 2 have billable cleared.

      • New RO Sections created in any shop other than Shop 01 have billable cleared for both customers.

        • You can overwrite this option at the Shop Option and Customer Option levels. The system looks for the setting first at the Customer Options level (the lowest level), the Shop Options level next, and finally at the Application Option level (the highest level).

          If the program finds a setting on the lowest level, it applies the setting and stops looking. If there is no setting on the lowest level, the program looks to the next level, and so on. In other words, if you apply settings at a lower level, the program ignores settings at higher levels.

          There is one exception to this rule: If you set the Shop Options level Default Billable To Y On Repair Order Section to NO, that overrides any settings you have at the Customer Option level.
Invoicing
Prompt For Rebill Reason For Repairs

Applies to

TMT Fleet Maintenance

Description

This option applies when a user assign a mechanic to a Repair Order that has a unit assigned to the customer. When the mechanic clicks Complete in Mechanic Workstation, the program opens a screen with two options. The mechanic can either keep the currently selected reason for repair or select a reason for repair from a list of reasons assigned to the Reason Group Code Rebill.

Options

  • NO (default)
    The Rebill feature is turned off.

  • YES
    The Rebill feature is turned on.

Additional notes

In order to use the REBILL functionality, you must complete the following steps:

  1. Go to Setup > System Setup > Codekeys.

  2. Select Reason Codes for Accounting Transactions.

  3. Insert a new code called REBILL with a description of Rebill Expense. This creates account disbursements for Rebill.

  4. Go to Setup > System Setup > Codekeys.

  5. Select Reason for Repairs.

  6. Insert a new Reason for Repairs to use for Rebilling and select the Reason Group Code REBILL.

  7. Go to Activities > Accounting > Accounting > Setup > Account Disbursements.

  8. Setup accounts disbursement accounts for all relevant REBILL accounts.

You can overwrite this option at the Shop Option and Customer Option levels. The system looks for the setting first at the Customer Options level (the lowest level), the Shop Options level next, and finally at the Application Option level (the highest level).

If the program finds a setting on the lowest level, it applies the setting and stops looking. If there is no setting on the lowest level, the program looks to the next level, and so on. In other words, if you apply settings at a lower level, the program ignores settings at higher levels.
Invoicing
Remit Payment To

Applies to

TMT Fleet Maintenance

Description

This option determines which address the program prints as the remit to address on an invoice.

Options

  • Company (default)
    Prints the Company Master’s address as the remit to address.

  • Shop
    Prints the Company Master’s address as the remit to address.
Invoicing
Require Customer DOT Number
First available in TMT Fleet Maintenance V.2022.1.2

Applies to

TMT Fleet Maintenance

Description

This option controls whether you must enter a customer DOT number when creating or updating customer details.

Options

  • NO (default)
    The customer DOT number is not required.

  • YES
    The customer DOT number is required.

Additional notes

This option applies only to the Application level.
Invoicing
Require Customer Estimate On Repair Order

Applies to

TMT Fleet Maintenance

Description

This option determines whether the program requires an estimate amount to create a repair order for a customer.

Options

  • NO (default)
    Estimates amounts are not required on repair orders with a customer ID.

  • YES
    An estimate amount is required to create a repair order for a customer.

Additional notes

This option is affected by the Enforce Credit Limits option. If Enforce Credit Limits is set to YES and a customer has a credit limit:

  1. You must create an invoice estimate when you make repair orders for a customer. This happens even if Require Customer Estimate On Repair Order is set to NO.

  2. The system looks at the customer’s credit limit when you add the repair order line. If the invoice estimate will put the customer over their limit, you cannot add the line. An error message will open.

Example

Assume you have Enforce Credit Limits set to YES. Customer A has a credit limit of $200.

  • Customer A has two unpaid invoices totaling $175.

  • You start a repair order for Customer A and enter $100 as the estimate.

  • Your new repair order would take Customer A’s total to $275, which is $75 over their credit limit.

  • The program displays an error message. You cannot add the new repair order.
Invoicing
Require Payment Info To Close

Applies to

TMT Fleet Maintenance

Description

This option determines whether users must enter payment information to close an invoice.

Options

  • NO (default)
    The invoice header displays the Closed status as an available status. If users select Closed, the program displays a Close Date field that defaults to the current date and time. Clicking Save closes the invoice. Payment information is not required.

  • YES
    To close an invoice, the user must enter a payment. The payment(s) must also equal the invoice amount.
Invoicing
Require Reason for Cancellation

Applies to

TMT Fleet Maintenance

Description

This option determines whether users can cancel invoices without a reason.

Options

  • NO (default)
    Users can cancel invoices without a reason.

  • YES
    When users cancel an invoice, the program prompts them for a Reason for Cancellation. Users must enter a reason to complete the cancellation.

Additional notes

Requiring a reason allows you to track why an invoice was no longer needed.

You can create Codekeys by going to Setup > System Setup > System > Reasons for Cancellation.
Invoicing
Require Unit Number On Direct Invoices

Applies to

TMT Fleet Maintenance

Description

This option determines whether users must select a unit number associated with the customer to create direct sale and credit invoices.

Options

  • NO (default)
    A unit number is not required for direct sales and credit invoices.

  • YES
    Users must select a unit number associated with the customer to create a direct sale and credit invoices.
Invoicing
RO Creation Requires Pre-Authorization For Estimated Cost
As of V.2018.2, this setting is no longer functional.

Applies to

TMT Fleet Maintenance

Description

This option determines whether a customer has to be authorized for the estimated amount before users can create a repair order.

Options

  • NO (default)
    Users can create a repair order for a customer without pre-authorization.

  • YES
    Users cannot create a repair order for a customer until the customer has been pre-authorization for the estimated amount of the repair. The pre-authorization has to be in the form of a purchase order or credit card.

Additional notes

You can overwrite this option at the Shop Option and Customer Option levels. The system looks for the setting first at the Customer Options level (the lowest level), the Shop Options level next, and finally at the Application Option level (the highest level).

If the program finds a setting on the lowest level, it applies the setting and stops looking. If there is no setting on the lowest level, the program looks to the next level, and so on. In other words, if you apply settings at a lower level, the program ignores settings at higher levels.
Invoicing
Set Invoice Date And RO Close Date Equal To RO Complete Date

Applies to

TMT Fleet Maintenance

Description

This option determines whether the program sets the invoice date and the RO close date equal to the RO complete date.

Options

  • NO
    The invoice and repair order dates do not have to match.

  • YES (default)
    The RO closed date and time are the same as the invoice complete date and time.

Additional notes

  1. Repair Orders
    When an RO changes from COMPLETE to CLOSED, the closed date and time default to the complete date and time instead of the current date and time.

  2. Invoices
    When a user creates an invoice from an RO, the invoice date defaults to the RO closed date instead of the current date.
Invoicing
Show Running Invoice Prices On RO

Applies to

TMT Fleet Maintenance

Description

If the repair order has a customer, a Price field will appear beside the Total field in the bottom left corner of the repair order. The Price field is a running total based on the customer’s invoice price table. The running total does not include taxes and fees.

Options

  • NO
    There is no running invoice total on the repair order.

  • YES (default)
    A Price field appears beside the Total field in the bottom left corner of the repair order.

Additional notes

The Price field total does not include taxes and fees.
Invoicing
Show The Cost Column In The Line Grid For Invoices

Applies to

TMT Fleet Maintenance

Description

This option determines the on-screen invoice displays the costs of parts, labor, services, etc.

Options

  • NO
    The on-screen invoice does not display costs.

  • YES (default)
    The on-screen invoice does display costs.

Additional notes

The printed invoice does not show cost information.
Invoicing
Tax Exemption on Child Customer overrides Parent/Bill To
First available in TMT Fleet Maintenance V.2021.3

Applies to

TMT Fleet Maintenance

Description

Determines how the program calculates taxes when accounts have a parent/child relationship.

Options

  • NO (default)
    The program calculates taxes based on the Parent/Bill To customer.

  • YES
    The program does not calculate taxes when the Child customer is tax-exempt even if the Parent customer is not.

Examples

These examples show what happens when the option is set to YES. The Child customer is tax-exempt. The Parent customer is not tax-exempt.

  • Invoice 1:

    • Invoice Customer: Child

    • Bill-To Customer: Parent

      The program does not calculate tax because the Invoice Customer (Child) is tax-exempt.

  • Invoice 2:

    • Invoice Customer: Parent

    • Bill-To Customer: Child

      The program does calculate tax because the Invoice Customer (Parent) is not tax-exempt.

Invoicing: Labor Time

These settings are located in the Invoicing: Labor Time section on the Application Options page.

Invoicing: Labor Time
Sum Labor By Job Code

Applies to

TMT Fleet Maintenance

Description

Labor will be summed based on the job code. A job code can have the following types of times set up on the job code master:

  • Flat Rate

  • SRT Time

  • User-Entered Estimated Time

  • Estimated Time

When summing job codes on the invoice, the system checks the job code master and does the following:

  • The system uses Flat Rate unless there is no Flat Rate time.

  • If there is no Flat Rate time, the system will use SRT Time.

  • If there is no SRT Time, the system will use user-entered estimated time, which was entered when the assignment was created.

  • If the user did not enter estimated time, the system will use the estimated time setup on the job code master.

  • If there is no estimated time for the job code, the system will use the sum of the labor hours on the section and create a line with the description for the job code.

  • If a section does not have any job codes, a single line for the total labor hours on the section will be created on the invoice.

If two or more different job codes exist on a section, the invoice will contain each job code and the time for each job code based upon the Flat Rate, SRT Time, or estimated time rules described above.

If two or more of the same job codes exist for a section, the invoice will contain a single labor line for that job code and the time will be based upon the Flat Rate, SRT Time, or estimated time rules described above with the time being for a single job (not a sum of the time for the multiple job codes).

Note: If the same job code exists on two assignments on a repair section and the user has entered estimated time on one of the assignments containing that job code but not the other assignment, the system will treat this as two different job codes. Both assignments would have to have the same user-entered estimated time for the system to recognize this as the same job code.

Options

  • NO (default)
    Uses Sum Labor By Pay Grade.

  • YES
    Labor will be summed based on the job code.

Additional notes

Note on Labor Cost:

If Actual cost for labor is used on the Invoice Price Table for the customer; the highest labor rate for each section will be used as the cost basis for all labor time on that section.

This option is unchecked and turned off if either Sum Labor By Pay Grade Type or Make Minimum Labor Line A Separate Line is checked. This option is controlled at the Global, Shop, and Customer level.

This option can be overridden at the Shop Option and Customer Option levels.

The system looks for the setting at the Customer Options level first, the Shop Options level next, then at the Application Option level.

If the Customer Options are set differently from the Shop Options or Application Options settings, or the Shop Options are set differently from the Application Options, they become independent of the next level settings. Changing the Application Options does not sync the Customer Options or the Shop Options.
Invoicing: Labor Time
Sum Labor By Task Time

Applies to

TMT Fleet Maintenance

Description

This option will create labor lines based on Task Times.

Options

  • NO (default)
    Uses Sum Labor By Pay Grade.

  • YES
    This option will create labor lines based on Task Times.

Additional notes

  1. This option will be turned on if Sum Labor for Invoice by Job Code is set to Yes.

  2. For this option to work as designed Tasks must be assigned to job codes and time must be associated with the tasks. The selection of Estimated Time, SRT Time, or Flat Rate Time is applied the same as when summing by Job code. The description for the labor line will be the same as the Task Description.

  3. If the option Sum Labor For Invoice By Task is set to No and Sum Labor For Invoice By Job Code is turned on and there are tasks assigned to the Job code, all tasks will be created on the RO regardless of any filters the tasks may have.

  4. This option can be overridden at the Shop Option and Customer Option levels.

  5. The system looks for the setting at the Customer Options level first, the Shop Options level next, then at the Application Option level.

  6. If the Customer Options are set differently from the Shop Options or Application Options settings, or the Shop Options are set differently from the Application Options, they become independent of the next level settings. Changing the Application Options does not sync the Customer Options or the Shop Options.
Invoicing: Labor Time
Allow Invoicing By Fixed Price

Applies to

TMT Fleet Maintenance

Description

A service line is created for each fixed price task. If parts are associated with the task, and they have been marked as fixed, they will appear on the invoice with a price of zero.

Options

  • NO (default)
    Fixed pricing is turned off.

  • YES
    Fixed pricing is turned on.

Additional notes

  1. This option will be turned on if Sum Labor for Invoice by Task Times is set to YES.

  2. This option can be overridden at the Shop Option and Customer Option levels.

  3. The system looks for the setting at the Customer Options level first, the Shop Options level next, then at the Application Option level.

  4. If the Customer Options are set differently from the Shop Options or Application Options settings, or the Shop Options are set differently from the Application Options, they become independent of the next level settings. Changing the Application Options does not sync the Customer Options or the Shop Options.
Invoicing: Labor Time
Calculate Part Tax On Actual Price For Bundle Pricing

Applies to

TMT Fleet Maintenance

Description

The way fixed pricing works changes as follows:

  • On the Task Time Assignments form, the Fixed Price section will now show Fixed Amount instead of Fixed Service Amount, Fixed Parts Amount, and Fixed Labor Amount.

  • When a RO section has a job code with fixed price checked, the fixed price amount will be a combination of Part and Labor lines. The part lines on the RO will be brought over at zero cost. A Part Charge line will be created for the total marked up part charges and a Fluids Charge line will be created for the total marked up fluid charges. If the part total or fluid total exceeds the max value for that line type, an additional line will be created for any part overage or any fluid overage. A Labor line will be created that is the difference between the Marked Up Parts total and the fixed price. Any service lines on the RO Section will be brought over and marked up as appropriate.

Options

  • NO (default)
    Option is turned off.

  • YES
    The way fixed pricing works changes.
Invoicing: Labor Time
Apply Service Line Markups To Flat Prices

Applies to

TMT Fleet Maintenance

Description

The service line for the fixed price task will be marked up based on the markup on the Services tab of the invoice price table for the price table used.

Options

  • NO (default)
    Options is turned off.

  • YES
    The service line for the fixed price task will be marked up based on the markup on the Services tab of the invoice price table for the price table used.

Additional notes

  1. This option will be turned on if Allow Invoice by Fixed Price is marked Yes.

  2. This option can be overridden at the Shop Option and Customer Option levels.

  3. The system looks for the setting at the Customer Options level first, the Shop Options level next, then at the Application Option level.

  4. If the Customer Options are set differently from the Shop Options or Application Options settings, or the Shop Options are set differently from the Application Options, they become independent of the next level settings. Changing the Application Options does not sync the Customer Options or the Shop Options.
Invoicing: Labor Time
Sum Labor By Pay Grade Type

Applies to

TMT Fleet Maintenance

Description

The labor lines will be summed together by Pay Grade Type of Standard, Overtime, and Weekend and a line will appear for each type and the Price will be based on the Pay Grade Type.

Options

  • NO
    All labor lines will be rolled into a single line called Shop Labor and use the Base Rate to calculate the price.

  • YES (default)
    Labor lines summed by Pay Grade.

Additional notes

  1. This option can be overridden at the Shop Option and Customer Option levels.

  2. The system looks for the setting at the Customer Options level first, the Shop Options level next, then at the Application Option level.

  3. If the Customer Options are set differently from the Shop Options or Application Options settings, or the Shop Options are set differently from the Application Options, they become independent of the next level settings. Changing the Application Options does not sync the Customer Options or the Shop Options.
Invoicing: Labor Time
Sum Labor Lines Basis

Applies to

TMT Fleet Maintenance

Description

The default is Type. If the option Rate is selected, labor is rolled up based on the different rates instead of the different labor types.

Options

  • Type (default)
    The labor lines are summed together by paygrade type of Standard, Overtime, and Weekend and a line appears for each type. The Price is based on the paygrade type.

  • Rate
    The labor lines are summed together by the pay rate and a line appears for each rate.

    The Price Table should be using Actual Cost for labor for this to properly sum by rate.

Additional notes

  1. This option can be overridden at the Shop Option and Customer Option levels.

  2. The system looks for the setting at the Customer Options level first, the Shop Options level next, then at the Application Option level.

  3. If the Customer Options are set differently from the Shop Options or the Application Options, or if the Shop Options are set differently from the Application Options, they become independent of the next level of settings. Changing the Application Options does not sync with the Customer Options or the Shop Options.
Invoicing: Labor Time
Make The Minimum Labor Line A Separate Line On The Invoice

Applies to

TMT Fleet Maintenance

Description

The minimum labor amount will appear as a separate line.

Options

  • NO
    The amount will be rolled into the Shop Labor line.

  • YES (default)
    The minimum labor amount will appear as a separate line.

Additional notes

  1. A minimum labor line is required on the Invoice Price Table to achieve the minimum labor hours.

  2. This option can be overridden at the Shop Option and Customer Option levels.

  3. The system looks for the setting at the Customer Options level first, the Shop Options level next, then at the Application Option level.

  4. If the Customer Options are set differently from the Shop Options or Application Options settings, or the Shop Options are set differently from the Application Options, they become independent of the next level settings. Changing the Application Options does not sync the Customer Options or the Shop Options.
Invoicing: Labor Time
Minimum Labor Line Description On The Invoice

Applies to

TMT Fleet Maintenance

Description

If the Job Code Assignment dialog has Material Cost checked and the Global for Sum Labor By Job Code is set to Yes, the system will bill the hours based upon the Job Code Assignment and add a service line for the Material amount. The description entered here will be the description for that service line.

Options

  • Minimum Labor Adjustment (default)

Additional notes

  1. This option can be overridden at the Shop Option and Customer Option levels.

  2. The system looks for the setting at the Customer Options level first, the Shop Options level next, then at the Application Option level.

  3. If the Customer Options are set differently from the Shop Options or Application Options settings, or the Shop Options are set differently from the Application Options, they become independent of the next level settings. Changing the Application Options does not sync the Customer Options or the Shop Options.

Invoicing: Retail

These settings are located in the Invoicing: Retail section on the Application Options page.

Invoicing: Retail
Invoice Matches Estimate
Before V.2022.1, this option was found under the Client Server Application options.

Applies to

TMT Fleet Maintenance

Description

If a RO is created from an estimate and an invoice is created from that RO, the invoice generated will have all sections and lines cloned from the original estimate.

Options

  • NO (default)
    Estimate Created (Estimate OPEN) > RO Created (Estimate CLOSED)

  • YES
    Estimate Created (Estimate OPEN) > RO Created (Estimate OPEN) > Invoice Created from RO (Estimate CLOSED)

Additional notes

  1. On invoices, the ability to insert Discounts and Coupons is not available for Invoices that are created from an Estimate with this option turned on.

  2. In Shop Planner, a right-click option Re-Open Closed Estimate allows for reopening closed estimates. The estimate can only be reopened if the invoice is deleted.
Invoicing: Retail
Create Retail Units And Customers On the Fly

Applies to

TMT Fleet Maintenance

Description

When a unit is entered on a RO that does not exist, a prompt to create the Unit/Customer on the Fly dialog will appear. This form will create a new retail unit for the unit number entered that does not exist. Customers can also be created when a unit is created on the fly.

Options

  • NO (default)
    User cannot create units and customers on the fly.

  • YES
    When a unit is entered on a RO that does not exist, a prompt to create the unit will appear. Customers can also be created.

Additional notes

  1. Because a retail unit does not have the fields Status, Division, Department, Cost Center, Activity, and Domicile Shop available in Masters > Units, those fields must have defaults set first.

  2. The ability to create customers on the fly can be removed by going to Setup > Options > User Options > IWS and setting the option Do Not Allow User to Add Customers on the Fly to YES.
Invoicing: Retail
Prompt For Customer First

Applies to

TMT Fleet Maintenance

Description

RO entry will change to ask for the Customer first and the Unit Search will be filtered on the Customer entered. This option only changes the behavior in TMT Fleet Maintenance.

Options

  • NO (default)
    In the sequence of fields on a RO the Unit entry comes before the Customer.

  • YES
    In the sequence of fields on a RO the Customer entry comes before the Unit.

Additional notes

  1. TMT Service Center: When you enter a customer and use the unit search to select a unit that is not assigned to that customer, a message will be displayed to alert the user of that. The message that will be displayed is The selected Unit Number is not assigned to the Customer on the RO. Click OK to continue.

  2. In Mechanic Workstation, the employee option Allow Creating Units-on-the-Fly in Mechanic Workstation will put the customer first if it is checked.
Invoicing: Retail
Require DOT Numbers For Tires
As of V.2017.4, this option has been moved to Application Options > Repairs > Tires.

Applies to

TMT Fleet Maintenance

Description

Users can be required to enter DOT Numbers when a Tire is added to an order. Adds a control on Part lines when a part type of Tire is selected.

Options

  • NO (default)
    Options is turned off.

  • YES
    Users can be required to enter DOT Numbers when a Tire is added to an order.
Invoicing: Retail
Track Loyalty Cards

Applies to

TMT Fleet Maintenance

Description

This option will prompt for Loyalty Card numbers on Estimates and Invoices.

Options

  • NO (default)
    There will be no prompt for a Loyalty Card number.

  • YES
    This option will prompt for Loyalty Card numbers on Estimates and Invoices.

Additional notes

Depending on your setup, this option may not be available.
Invoicing: Retail
Exceeds Job Code Task Fluid Dollar Limit Message

Applies to

TMT Fleet Maintenance

Description

The message set here for fluids will be the description for the SERVICE line that is created for Fluid amounts that exceed the job code task’s fixed pricing.

Options

  • Exceeds Fixed Price Fluid Limit (default)
Invoicing: Retail
Exceeds Job Code Task Part Dollar Limit Message

Applies to

TMT Fleet Maintenance

Description

The message set here for parts will be the description for the SERVICE line that is created for Part amounts that exceed the job code task’s fixed pricing.

Options

  • Exceeds Fixed Price Part Limit (default)
Invoicing: Retail
Default Activity

Applies to

TMT Fleet Maintenance

Description

This is the default value used for the Unit Activity field of the Unit Master for non-company or retail licensed units.

Options

  • --NONE SELECTED-- (default)

Additional notes

  1. Codekey values have to be present prior to being able to set the value here. Codekeys can be created in Setup > System Setup > System > Unit Activities.

  2. The option Create Retail Units And Customers On the Fly must be set to Yes.
Invoicing: Retail
Default Cost Center

Applies to

TMT Fleet Maintenance

Description

This is the default value used for the Cost Center field of the Unit Master for non-company or retail licensed units.

Options

  • --NONE SELECTED-- (default)

Additional notes

  1. Codekey values have to be present prior to being able to set the value here. Codekeys can be created in Setup > System Setup > System > Cost Centers.

  2. The option Create Retail Units And Customers On the Fly must be set to Yes.
Invoicing: Retail
Default Department

Applies to

TMT Fleet Maintenance

Description

This is the default value used for the Department field of the Unit Master for non-company or retail licensed units.

Options

  • --NONE SELECTED-- (default)

Additional notes

  1. Codekey values have to be present prior to being able to set the value here. Codekeys can be created in Setup > System Setup > System > Company Departments.

  2. The option Create Retail Units And Customers On the Fly must be set to Yes.
Invoicing: Retail
Default Division

Applies to

TMT Fleet Maintenance

Description

This is the default value used for the Division field of the Unit Master for non-company or retail licensed units.

Options

  • --NONE SELECTED-- (default)

Additional notes

  1. Codekey values have to be present prior to being able to set the value here. Codekeys can be created in Setup > System Setup > System > Company Divisions.

  2. The option Create Retail Units And Customers On the Fly must be set to Yes.
Invoicing: Retail
Default Domicile Shop

Applies to

TMT Fleet Maintenance

Description

This is the default value used for the Domicile Shop field of the Unit Master for non-company or retail licensed units.

Options

  • BLANK (default)

Additional notes

  1. Shop Master records have to be present prior to being able to select the Shop ID here. Shops can be created in Masters > Shops.

  2. The option Create Retail Units And Customers On the Fly must be set to Yes.
Invoicing: Retail
Default Unit Status

Applies to

TMT Fleet Maintenance

Description

This is the default value used for the Status field of the Unit Master for non-company or retail licensed units.

Options

  • --NONE SELECTED-- (default)

Additional notes

  1. Codekey values have to be present prior to being able to set the value here. Codekeys can be created in Setup > System Setup > System > Unit Status.

  2. The option Create Retail Units And Customers On the Fly must be set to Yes.