2019.3

This section contains the following for the latest version:

  • System requirements

  • Enhancements (new or updated features)

  • Resolved issues (application improvements)

We have updated our company name and logo to the Trimble brand.

Note: Before upgrading your production environment, Trimble recommends that you read the system requirements and install the latest version in a test environment. If you have questions, please contact your Trimble customer representative.

Warnings

Version warning

When you upgrade TMW Back Office, you must also upgrade TMW Operations and TMWSuite to the same version.

Invoice output configurations warning

Starting in version 2019.1, there is a new procedure for setting up and assigning invoice output configurations for print and EDI.

In previous versions, you set up output configurations in the EDI 210 field or in the Advanced EDI Output Settings window in the company’s File Maintenance profile.

Starting in V.2019.1, those two locations are no longer available. Now, you set up invoice output configurations in the Billing Output Configuration Folder. To access this window, go to
Tools > Setup > Billing Output Configuration.

Now, you can assign companies to invoice output configurations from either of these locations:

  • The Billing Output Configuration Folder

  • The Distribution Method section on the Distribution Info tab in the company profile

    The upgrade script is designed to automatically import all the invoice output configurations you previously set up. You should not need to do any additional setup for your existing configurations. However, as with any major upgrade, we recommend that you verify the results after running the upgrade script.

    For information about setting up and using invoice output configurations, see the Configuring your invoice output topic.

Case sensitive passwords warning

Starting with V.17.50, the system treats all passwords as case sensitive. This includes existing passwords.

This change affects how you log in with an existing password:

  • If your password was created with [Misc]CaseSensitivePasswords=OFF in your TTS50, you must enter that password in all upper case characters.

  • If your password was created with [Misc]CaseSensitivePasswords=ON in your TTS50, you can enter that password as you originally recorded it (case sensitive).

Requirements

Before you begin installing TMW Back Office version 2019.3, check that you meet these requirements:

  • TMWSuite®
    You must be using TMWSuite V. 2019.3.

  • TMW Operations
    If you are using TMW Operations, your version of TMW Back Office must be the same as your version of TMW Operations.

  • Microsoft® .NET Framework
    .NET Framework 4.6.2 or later (full package not client)

    The framework must be installed on the TMW Back Office server, client, and administrator systems before you install TMW Back Office. If it is not present, the system displays an advisory message during the installation. Install the framework before running the application.

  • Internet Information Services (IIS) for Microsoft® Windows Server®
    IIS Microsoft Windows Server 2008 R2 or later

  • Microsoft® SQL Server®

    • Microsoft SQL Server 2012 or later

    Note: SQL Server 2014 and SQL Server 2016 are supported. Trimble recommends using the latest service pack of whichever version you use.

  • You must be logged into the system where you want to install TMW Back Office, and have administrator rights for that system
    Like most applications, TMW Back Office can be installed locally on a user’s system. It is also possible to install TMW Back Office on a network drive. To do so, you must be logged into the system where the drive is physically located, and have administrator rights for that system.

  • SQL Server System Administrator rights are necessary
    The installation of TMW Back Office includes the manual application of a SQL script to the TMWSuite database. You must have a SQL Server administrator login and password to apply it.

Enhancements

Driver retention features

Viewing driver retention information in the driver profile (NSUITE-207390, NSUITE-207392, NSUITE-207606)

The Driver Retention feature uses key driver metrics to identify dissatisfied drivers who are at risk of leaving the company.

Previously, the system displayed driver retention data only in the Driver Retention window.

Now, you can view driver retention information in the driver’s profile. The system uses a Windows service to update the driver profiles periodically with the latest retention score, predictor, and date.

You can also set up the system to make retention data available on planning board scrolls.

Note: The Driver Retention feature is licensed.

Invoicing

Increased invoicing performance (NSUITE-206819)

We increased performance speed for invoicing orders.

Manually setting currency on individual charges (NSUITE-207487)

You can now manually set the currency type in the Currency field for a charge detail in Edit Invoice Folder.

Removing invoices from Master Bill or Rebill (NSUITE-207568)

Now, you can remove invoices from a Master Bill Rebill and add them to a new Master Bill.

Record the user ID (NSUITE-207707)

Record the ID of the person who creates and edits an invoice.

Microsoft® Dynamics GP integration

Using the Cash Receipts window (NSUITE-206570, NSUITE-206567)

The Cash Receipts window allows greater flexibility in recording payments for open invoices than is available in Microsoft Dynamics GP. Using the Cash Receipts window, you can:

  • Look up invoices by the TMW.Suite invoice number
    Note: You can also correlate the TMW.Suite reference number on an invoice header with the Dynamics GP purchase order number for an invoice.

  • Record partial or full payment per invoice

  • Have the system automatically create a credit memo for overpayment

  • Prevent the system from automatically writing off an underpayment

  • Transfer a check payment as unapplied cash without applying it to an invoice

Rating

Excluding expired rates (NSUITE-206336)

In Tariff Maintenance, you use the Search window to look up rates.

To exclude expired rates in previous versions, you had to set an expiration date restriction.

Now, you can select a check box to exclude expired rates.

Enhanced the Edit in Dispatch restriction (NSUITE-206472)

The Edit in Dispatch field has been added in the Pay Type Maintenance window. It allows you to specify whether users can edit pay based on the particular pay type from within the Profit and Loss window. You set your choice on the individual pay type. The options are:

  • Yes
    Dispatchers can add, modify, or delete pay details based on a pay type set with this option.

  • No
    Dispatchers can never add or alter pay details based on a pay type set with this option.

  • Display only
    Dispatchers can add or view pay details based on a pay type set with this option. However, they cannot modify or delete existing pay details.

New options for calculating detention time (NSUITE-206924)

You can set up secondary rates that automatically calculate detention time based on the dates/times recorded on a trip.

In previous versions, you could specify that the system use one of four methods to calculate detention time. Whenever the system applied the rate, it always used the method you selected.

Now, you can specify that the system use a separate method to calculate detention time based on whether the driver is Early, Late, or On Time at the stop.

Note: This option is not available in the rating engine for Classic TMWSuite.

Trailer Storage

Updates to the Trailer storage window in Invoicing (NSUITE-207486)

Now, you can

  • Set the status to Completed in the Trailer storage window, and the system will update the status in the trailer storage record

  • Edit the Remarks column

  • Filter records based on Completed status

  • Show data for trl_company, trl_division, and trl_types1-4

  • Set a record as non-billable and save the change to the storage record in trailer profile

Updates to the Trailer storage window in the trailer profile (NSUITE-207410)

Now you can:

  • Record an order# for add hoc manually entered records. This allows you to associate a storage to an order after the fact.

  • Change an order number that was incorrectly associated to a record

  • Mark a record as Completed in the storage status window

Resolved issues

Dedicated Billing

  • NSUITE-206732
    Updating the status of a rebill to Ready to Print was not updating the invoice’s status.

  • NSUITE-207477
    Fixed the system to not calculate taxes on a Dedicated Bill Credit Memo when the status changes from On Hold to Ready to Print.

Final Settlements

  • NSUITE-207207
    Line Item rating for Pay To entities is not supported in Final Settlements.
    Now, an error message will display when you try to calculate Line Item pay for a Pay To in Final Settlements.

Microsoft Dynamics GP

  • NSUITE-207589
    Fixed an issue that was causing an asset’s manual pay schedule to be unavailable in the AP Export window.

  • NSUITE-207669
    Fixed an issue that was preventing the AP Export from recognizing the alternate ID for a Pay To resource.

  • NSUITE-207672
    Fixed an error that occurred after using the AP Export to post $0.00 settlements.

  • NSUITE-207740
    The AP Export to GP was not calculating the 1099 amount correctly when the transfer includes taxable and non-taxable pay details.

  • NSUITE-207765
    Fixed an issue with calculation for Dynamics GP GL distributions when the Trip Settlement Reverse Pay option is used.

  • NSUITE-207791
    The Invoice Details tab was missing in the Trip Settlements Folder.

  • NSUITE-207846
    Fixed an issue that was causing an incorrect calculation for GP GL distributions for a non 1099 vendor when pay was reversed in the Trip Settlements Folder.

Rating

  • NSUITE-207357
    The system was not supporting rate tables for hub mile based rates.

  • NSUITE-207413
    Back Office Settlements rating was combining loaded and empty hub miles into one hub miles qty.
    It did pull both the loaded and empty mileage rates, but it applied the combined value to each rate.

Settlements

  • NSUITE-206647
    Fixed performance issue in Settlements processing.