Adding resource records quickly

Unique identification code for the driver record. The maximum length is eight alphanumeric characters. Y ou can use the DrvIDAutoGen setting in the General Info Table to determine the format the system uses when it generates a driver ID. It can be either:

You can also manually enter a user-defined driver ID. However, you must do so before saving the record.

Note: When you tab out of the driver name fields, the system automatically assigns an ID that consists of, by default, the first three characters of the driver’s last name, and the first two characters of his/her first name. For example, suppose the driver’s name is Joseph A. Harmon. The driver’s system-assigned ID will be HARJO.

If you subsequently add a record for another driver with the same ID, two digits are automatically added to the end of the ID to differentiate it from the first. For example, if you enter a record for Joan Harris and HARJO already identifies Joseph Harmon, the system will assign Joan the ID HARJO01. A third HARJO would be HarJO02, and so on. The numeric suffix increments by one for each driver added.

Accounting system that will be used to pay the driver. The options are:

The Pay To code that represents the entity that should receive payment for trips hauled by this tractor.

Note: This field is not applicable for company-owned tractors.

Indicates the method of reimbursement for trips that the tractor hauled. The options are:

Note: Settlements looks at the Accounting Type flag in resource profiles to determine which resources are eligible to receive pay. The system retrieves trips for tractors that are marked as Accounts Payable. If the Actg Type field has been set incorrectly to Accounts Payable instead of None, this retrieval will include resources that should not get payment via TMWSuite.

ID of the company that owns the trailer.

Note: The company record must be set up prior to assigning the trailer to the company.

The Pay To code that represents the entity that should receive payment for trips hauled by this trailer.

Note: This field is not applicable for company-owned trailers.

City and state/province location of the company.

Notes:

Identification code for the company

When you tab out of the City, State field, the system automatically assigns an ID using the first three characters of the company’s name and the first three characters of the city name. For example, if the company’s name is Brennan Distributors and it is in Pittsburgh, PA, the ID will be BRENPIT.

If you want to assign your own ID, you must enter it before saving the record. You can use up to eight alphanumeric characters.

Note: If an existing company record has the same basic ID as the one you are adding, the system appends two-digits to the end of the ID. The system does this whether you are entering the ID yourself or letting the system assign it.

An alternate, user-defined code assigned to the company. A maximum of 10 alphanumeric characters is allowed.

Note: An alternate ID is sometimes needed to identify the company in a separate computer system (such as an accounting package) to which TMWSuite interfaces.

Primary telephone number by which the company can be reached.

Note: When making an entry, do not enter parentheses, dashes, or spaces. The system will format the field correctly.

The company’s area code and fax number.

Note: When making an entry, do not enter parentheses, dashes, or spaces. The system will format the field correctly.

The company’s Optimization Group.

For rating purposes, a new company can be assigned to a group of Bill To companies that are created and maintained in System Administration. The field contains a drop-down list of the first 12 characters of the group names.

Note: For more information, see "Assigning a Bill To to an optimization group" in Volume Optimization in the TMWSuite Optional Modules online help.

Enter the type of currency to be used when the company is billed.

Note: The Currency options are user-defined in the Currency label, accessed in the System Administration application.

The name and options for this field are user-defined. Setup occurs in the Other Type 2 label in the System Administration application.

Note: If you are using Microsoft Dynamics GP as your accounting package, your entry in this field can turn on the ability to transfer the first reference number recorded in the invoice header to the Document Number field in Microsoft Dynamics GP. To use the entry in this way, you must add an option to the Other Type 2 label that has REF as the value in its ABBR field. You also must select this option in the Other Type 2 field in the company profiles of the customers for which you want to transfer the reference number, as well as the TMW invoice number. For example, you may have Bill To companies that typically reference the reference number in the invoice header, often the Bill of Lading, when they remit payment.

Using this feature allows the system to transfer the first reference number and the invoice number. So, if the first reference number is 45633 and the invoice number is 8776A, the document number would be sent to Microsoft Dynamics GP as 45633-8776A. A hyphen is always inserted to separate the reference number from the invoice number.

The names for these fields are user-defined. Setup occurs in the CmpMisc1-4 labels in the System Administration application.

You can use this field to enter a free-form comment about the company. A maximum of 43 characters is allowed.

When a company is set up for address-level mileage lookups (the Distance SearchLVL field is set to A), this address is passed to ALK.

Notes:

This field is available when the DistanceLookupVersion General Info Table setting has a String1 value of 2004. It determines the location information that will be used for mileage lookups involving the company. The options are:

The carrier’s city and state/province location.

Notes:

Country

An alternative identification code used to identify the carrier. The maximum length is eight alphanumeric characters.

Note: This code may represent a code assigned to the carrier in another computer system, such as an accounting package.

Person or organization that should be paid for loads that this carrier hauls.

Notes:

The currency in which the carrier is paid. The system code options are US dollars and Canada dollars.

Note: Your company can define additional options for this field in the Currencies label. Label file setup is performed in the system administration application.

A carrier can be an inside carrier or an outside carrier.

If the activities of the carrier’s resources will be tracked in the Planning Worksheet, the Board check box must be selected.

Enter the date range for which the system should search for profiles added with Quick Add option(s). For example, if you want a listing of profiles added during the month of January 2015, enter 01/01/15 in the first field and 01/31/15 in the second field.

Note: The system automatically displays a date range that encompasses the past thirty days.

Select the type of listing you want (company, driver, tractor, and/or trailer. If the box preceding a selection is marked with a check mark, the listing will print.

Note: As the system default, all listings are selected automatically. If you do not want to print a specific type of listing, click in the box that precedes the selection to remove the check mark.