Shop options :: Fleet Maintenance

Client Server

Client Server settings apply only to V.2020.1 and earlier versions. As of V.2020.2, they have been removed.

Client Server: Repairs

Repairs: PMs Select PMs Due & Work Pendings To Create Sections
Applies to	TMT Fleet Maintenance
Description	When a repair order is created on a unit that has due PMs, those due PMs will be used to create sections. If Yes is selected and the RO option Auto-create Sections is set as Yes, when a work pending exists and/or PMs are due for a unit, the Select Pending for Repair Order dialog will appear.
Options	NO (default) PM/Pending prompts are disabled. YES PM/Pending prompts are enabled.
Additional notes	Even with this option on the user option Auto-create Sections must also be set as Yes for the feature to be enabled. The option Auto-create Sections is only available in the Client Server at this time. This option can be overridden at the Shop Options level. The system looks for the setting at the Shop Options level first, then at the Application Options level. If the Shop Options is set differently from the Application Options, it becomes independent of the Application Options. Changing the Application Options does not sync the Shop Options.

Repairs: PMs
Select PMs Due & Work Pendings To Create Sections

Applies to

TMT Fleet Maintenance

Description

When a repair order is created on a unit that has due PMs, those due PMs will be used to create sections. If Yes is selected and the RO option Auto-create Sections is set as Yes, when a work pending exists and/or PMs are due for a unit, the Select Pending for Repair Order dialog will appear.

Options

NO (default)
PM/Pending prompts are disabled.
YES
PM/Pending prompts are enabled.

Additional notes

Even with this option on the user option Auto-create Sections must also be set as Yes for the feature to be enabled. The option Auto-create Sections is only available in the Client Server at this time.
This option can be overridden at the Shop Options level.
The system looks for the setting at the Shop Options level first, then at the Application Options level.
If the Shop Options is set differently from the Application Options, it becomes independent of the Application Options. Changing the Application Options does not sync the Shop Options.

Client Server: Reports

Setting location	Setting
Invoicing: Reports section on these pages: Shop Options Customer Options Application Options	Use Custom Crystal Report For Direct Sale Invoice Crystal Direct Sale Invoice File Path Use Custom Crystal Report For Estimate Crystal Estimate File Path Use Custom Crystal Report For Fuel Invoice Crystal Fuel Invoice File Path Use Custom Crystal Report For Invoice Crystal Invoice File Path
Client Server: Reports section on these pages: Shop Options Application Options	Use Custom Crystal Report For PO Crystal PO File Path Use Custom Crystal Report For Repair Order Crystal Repair Order File Path

Setting location

Setting

Invoicing: Reports section on these pages:

Shop Options
Customer Options
Application Options

Client Server: Reports section on these pages:

Shop Options
Application Options

Fuel Orders

The Ignore Invalid Meters On Imported Fuel Tickets setting is located in the Fuel Orders section on the Shop Options page and the Application Options page.

General

All settings described below exist in the specified location on the Shop Options and Application Options pages.

Setting location	Setting
General	Allow Overriding Of System Generated Numbers
General: Printing	Print Shop Name In Place Of Company Name (POs and Invoices)

Setting location

Setting

General

Allow Overriding Of System Generated Numbers

General: Printing

Print Shop Name In Place Of Company Name (POs and Invoices)

Inventory

This setting is located in the Inventory section on the Shop Options page.

Shop Inventory Central Shop
Applies to	TMT Fleet Maintenance
Description	This is the central shop when dispensing inventory from a single location.
Options	Blank, that is, no entry (default) No central shop. User-specified ID Enter a valid shop ID for the central shop.

Shop Inventory
Central Shop

Applies to

TMT Fleet Maintenance

Description

This is the central shop when dispensing inventory from a single location.

Options

Blank, that is, no entry (default)
No central shop.
User-specified ID
Enter a valid shop ID for the central shop.

These settings are located in the Inventory section on the Shop Options page and the Application Options page.

Inventory: Catalog Vendor Sync

The Update Vendor setting is located in the Inventory: Catalog Vendor Sync section on the Shop Options page and the Application Options page.

Invoicing

All settings described below exist in the specified location on the Shop Options, Customer Options, and Application Options pages.

Setting location	Setting
Invoicing	Automatically Generate Invoice Only When Repair Is Closed Default Billable To Y On Repair Order Sections Require Customer Estimate On Repair Order Show Running Invoice Prices On RO
Invoicing: Labor Time	Sum Labor By Job Code Sum Labor By Task Time Allow Invoicing By Fixed Price Apply Service Line Markups To Flat Prices Sum Labor By Pay Grade Type Sum Labor Lines Basis Make The Minimum Labor Line A Separate Line On The Invoice Minimum Labor Line Description On The Invoice

Setting location

Setting

Invoicing

Invoicing: Labor Time

The settings below exist in the Invoicing location of the Shop Options and Application Options pages.

Setting location	Setting
Invoicing	Add Cause & Correction Information to Labor Line Description This option was added as of V.2020.2. Calculate Invoice Tax Based On Vendor From Vendor RO This option was added as of V.2019.2. Consolidate Part Numbers with Same Price on Repair Invoice This option was added as of V.2020.2.

Setting location

Setting

Invoicing

Add Cause & Correction Information to Labor Line Description
This option was added as of V.2020.2.
Calculate Invoice Tax Based On Vendor From Vendor RO
This option was added as of V.2019.2.
Consolidate Part Numbers with Same Price on Repair Invoice
This option was added as of V.2020.2.

IWS

All settings described below exist in the specified location on the Shop Options and Application Options pages.

These settings apply only to V.2022.2.2 and earlier versions. As of V.2022.3, the settings have been moved to TTP or have been removed.

Setting location	Setting
IWS	Print Warranty Tags Print Warranty Tags Label Report Time-out Use Physical Shop Location (Not Domicile) For PMs
IWS: Log-in/Log-out	Go To Order Activities On Log-in Print Time Cards At Log-out Require Password At Log-in Enforce Shift Times Maximum Allowable Shift Time In Hours Allow Log-in Buffer Buffer Time In Minutes
IWS: Parts	Allow Employee to enter Negative Part Lines Allow Parts Request
IWS: Repairs	All Labor Lines Via IWS Only Allow Automatic Creation Of Pendings/PMs Allow Closing Of ROs Close Orders As Complete Instead Of Closed Allow Job Pause Allow Overriding Of Estimated Times Allow Pay Grade Selection Allow Section Creation Allow RO Creation Allow Vendor Lines Check For Open ROs When Creating New RO Close Sections As Complete Instead Of Closed Display Last Meter Reading Make Section Comments Read-only Only Allow Access To RO Assigned To Employee Require Cause And Correction Codes Require Comment Lines To Complete RO Require Signoff On Check-off List Select PMs Due & Work Pendings To Create Sections Show Line Item Monetary Amounts
IWS: Reports	IWS Repair Order Detail Report Print Mechanic Signoff Sheet On RO Close Crystal Report Custom Signoff Sheet (MWS Only) Repair Order Signoff Sheet Task Detail Report Tire Off Information Label
IWS: Tires	Allow Mechanics To Select Tire Destination Allow Tires To Be Returned To Inventory Allow Tires To Be Scrapped Allow Tires To Be Sent To Recap Print Tire Labels
IWS: Yard Checks	Set Domicile And Physical Location When Doing Yard Checks Require Load Locks

Setting location

Setting

IWS

IWS: Log-in/Log-out

IWS: Parts

IWS: Repairs

IWS: Reports

IWS: Tires

IWS: Yard Checks

Parts Workstation

These settings are located in the Parts Workstation section on the Shop Options page and the Application Options page.

Planner

These settings are located in the Planner section on the Shop Options page and the Application Options page.

Purchasing

These settings are located in the Purchasing section on the Shop Options page and the Application Options page.

Purchasing: Barcoding

The Print Barcoded Receiving Labels setting is located in the Purchasing: Barcoding section on the Shop Options page and the Application Options page.

Purchasing: Currency

These settings are located in the Purchasing: Currency section on the Shop Options page and the Application Options page.

Shop Options: Purchasing: Currency Allow User to override PO Currency Method
Applies to	TMT Fleet Maintenance
Description	This option allows the user to override the currency method on the Purchase Order header.
Options	NO (default) The PO currency method on the PO is disabled. YES The user can change the currency method on the PO.
Additional Notes	This is a Shop Option only.

Shop Options: Purchasing: Currency
Allow User to override PO Currency Method

Applies to

TMT Fleet Maintenance

Description

This option allows the user to override the currency method on the Purchase Order header.

Options

NO (default)
The PO currency method on the PO is disabled.
YES
The user can change the currency method on the PO.

Additional Notes

This is a Shop Option only.

Shop Options: Purchasing: Currency Force PO Shop Currency Method to override PO Currency Method
Applies to	TMT Fleet Maintenance
Description	This option forces the Purchase Order currency method to match the Shop master currency method.
Options	NO (default) PO currency method can be different from the Shop Master method. YES PO currency method matches Shop Master currently method.
Additional Notes	This is a Shop Option only.

Shop Options: Purchasing: Currency
Force PO Shop Currency Method to override PO Currency Method

Applies to

TMT Fleet Maintenance

Description

This option forces the Purchase Order currency method to match the Shop master currency method.

Options

NO (default)
PO currency method can be different from the Shop Master method.
YES
PO currency method matches Shop Master currently method.

Additional Notes

This is a Shop Option only.

Purchasing: Receiving

These settings are located in the Purchasing: Receiving section on the Shop Options page and the Application Options page.

Purchasing: Reorder Formula

These settings are located in the Purchasing: Reorder Formula section on the Shop Options page and the Application Options page.

Repairs

These settings are located in the Repairs section on the Shop Options page and the Application Options page.

Display Associated Unit Field

Require Repair Site
This setting applies only to V.2022.1.3 and earlier versions. As of V.2022.2, this setting was moved to the Repairs > Default node and renamed Repair Site field is required.

Repairs: Approvals

These settings are located in the Repairs: Approvals section on the Shop Options page and the Application Options page.

Repairs: Barcoding

These settings are located in the Repairs: Barcoding section on the Shop Options page and the Application Options page.

Repairs: Chronic

These settings are located in the Repairs: Chronic section on the Shop Options page and the Application Options page.

Repairs: Currency

These settings are located in the Repairs: Currency section on the Shop Options page.

Repairs Shop Options: Allow User to override VRO Currency Method
Applies to	TMT Fleet Maintenance
Description	This option allows the user to select what currency they want to use for the vendor repair order.
Options	NO (default) The currency method on the VRO is disabled. YES The user can change the currency method on the VRO.
Additional notes	This is a Shop Option only.

Repairs
Shop Options: Allow User to override VRO Currency Method

Applies to

TMT Fleet Maintenance

Description

This option allows the user to select what currency they want to use for the vendor repair order.

Options

NO (default)
The currency method on the VRO is disabled.
YES
The user can change the currency method on the VRO.

Additional notes

This is a Shop Option only.

Repairs Shop Options: Force VRO Shop Currency to override VRO Currency
Applies to	TMT Fleet Maintenance
Description	This option forces the Shop Currency to override the Vendor Currency for the vendor repair order.
Options	NO PO currency does not match Shop Master method. YES (default) PO currency method matches Shop Master method.
Additional notes	This is a Shop Option only.

Repairs
Shop Options: Force VRO Shop Currency to override VRO Currency

Applies to

TMT Fleet Maintenance

Description

This option forces the Shop Currency to override the Vendor Currency for the vendor repair order.

Options

NO
PO currency does not match Shop Master method.
YES (default)
PO currency method matches Shop Master method.

Additional notes

This is a Shop Option only.

Repairs: Defaults

These settings are located in the Repairs: Defaults section on the Shop Options page and the Application Options page.

Default Repair Type

Repair Site field is required
First available in TMT Fleet Maintenance V.2022.2
Before V.2022.2, this setting was named Require Repair Site. It was available on the Repairs node.
RO Default Repair Site
Vendor RO Default Repair Class
Vendor RO Default Repair Site

Repairs: Job Codes

These settings are located in the Repairs: Job Codes section on the Shop Options page and the Application Options page.

Enable Employee And Job Code Assignments

Allow Duplicate Job Codes on Repair Orders
First available in TMT Fleet Maintenance V.2020.3
Allow Employee Assignment Without A Job Code
Auto Create Job Codes Based On Fleet
Auto Default Job Code (Component;Complaint)
Create Sections By Job Code Instead Of Component Code
Default Existing Job Code & Allow Assignment W/O Job Code

Repairs: Meters

These settings are located in the Repairs: Meters section on the Shop Options page and the Application Options page.

Require Meter Readings On Opening Of Repair Orders

Repairs: Pay Grade

These settings are located in the Repairs: Pay Grade section on the Shop Options page and the Application Options page.

Before V.2020.2, this section was named Repairs: Overtime.

Repairs: PMs

These settings are located in the Repairs: PMs section on the Shop Options page and the Application Options page.

Repairs: Warranty

These settings are located in the Repairs: Warranty section on the Shop Options page and the Application Options page.

Reports

All settings described below exist in the specified location on the Shop Options and Application Options pages.

Setting location	Setting
Reports	Parts Transfer Report PMs Due Report
Reports: Barcode Labels	Bin Barcode Labels Report Custom Barcode Labels Report Employee Barcode Labels Report Part Barcode Labels Report Part by Bin Barcode Labels Report Shop Barcode Labels Report Unit Barcode Labels Report
Reports: Employee	Employee Time Card Report
Reports: Estimates	Estimate Report
Reports: Fuel Tickets	Fuel Batch Detail Disbursement Report Fuel Batch Detail Report Fuel Batch Summary Disbursement Report Fuel Batch Summary Report
Reports: Indirects	Reports: Indirects
Indirect Charge Detail Report	Reports: Inspections
Inspection Ticket Detail Report	Reports: Inventory
Closed Inventory Exceptions Report Inventory Count Sheet Report Inventory Count Sheet with Barcodes Report	Reports: Invoicing
Invoice Detail Report Invoice Payments Report Invoice Summary Report	Reports: Purchasing
Part Labels By Order And Part Purchase Order Disbursement Report Purchase Order Receiving Worksheet Purchase Order Stocking Worksheet	Reports: Repairs
Repair Order Detail Report Repair Order Section Work Card Repair Order Work Card	Reports: RoadCalls

Setting location

Setting

Reports

Reports: Barcode Labels

Reports: Employee

Employee Time Card Report

Reports: Estimates

Estimate Report

Reports: Fuel Tickets

Reports: Indirects

Indirect Charge Detail Report

Reports: Inspections

Inspection Ticket Detail Report

Reports: Inventory

Reports: Invoicing

Reports: Purchasing

Reports: Repairs

Reports: RoadCalls

Road Calls

This setting is located in the Road Calls section on the Shop Options page, the Application Options page, and the User Preferences page.

Default Road Call Entry Field

Scheduler

This setting is located in the Scheduler section on the Shop Options page and the Application Options page.

Automatically Refresh Scheduler Screen Interval (Minutes)

TTP

All settings described below exist in the specified location on the Shop Options and Application Options pages.

TTP stands for Trimble Technician Portal.
In V.2022.3, TTP replaced Interactive Workstation (IWS). If you want the IWS Shop Options, see IWS.

Setting location	Setting
TTP	Print Warranty Tags Print Warranty Tags Label Report Time-out Use Physical Shop Location (Not Domicile) For PMs
TTP: Log-in/Log-out	Go To Order Activities On Log-in This setting applies only to V.2022.3. As of V.2023.1, it has been removed. Print Time Cards At Log-out Require Password At Log-in Enforce Shift Times Maximum Allowable Shift Time In Hours Allow Log-in Buffer Buffer Time In Minutes
TTP: Parts	Allow Employee to enter Negative Part Lines Allow Parts Request
TTP: Repairs	All Labor Lines Via TTP Only Allow Automatic Creation Of Pendings/PMs Allow Closing Of ROs Close Orders As Complete Instead Of Closed Allow Job Pause Allow Overriding Of Estimated Times Allow Pay Grade Selection Allow Section Creation Allow RO Creation Allow Vendor Lines Check For Open ROs When Creating New RO Close Sections As Complete Instead Of Closed Display Last Meter Reading Make Section Comments Read-only Only Allow Access To RO Assigned To Employee Require Cause And Correction Codes Require Comment Lines To Complete RO Require Signoff On Check-off List Select PMs Due & Work Pendings To Create Sections Show Line Item Monetary Amounts
TTP: Reports	TTP Repair Order Detail Report Print Mechanic Signoff Sheet On RO Close Repair Order Signoff Sheet Task Detail Report Tire Off Information Label
TTP: Tires	Allow Mechanics To Select Tire Destination Allow Tires To Be Returned To Inventory Allow Tires To Be Scrapped Allow Tires To Be Sent To Recap Print Tire Labels
TTP: Yard Checks	Set Domicile And Physical Location When Doing Yard Checks Require Load Locks

Setting location

Setting

TTP

TTP: Log-in/Log-out

Go To Order Activities On Log-in
This setting applies only to V.2022.3. As of V.2023.1, it has been removed.
Print Time Cards At Log-out
Require Password At Log-in
Enforce Shift Times
Maximum Allowable Shift Time In Hours
Allow Log-in Buffer
Buffer Time In Minutes

TTP: Parts

TTP: Repairs

TTP: Reports

TTP: Tires

TTP: Yard Checks