2019.4

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.

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 2019.4, check that you meet these requirements:

  • TMWSuite
    You must be using TMWSuite V. 2019.4.

  • 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, SQL Server 2016, and SQL Server 2017 are supported. Trimble Transportation 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

Agent pay

Including accessorials when calculating third party percent of profit pay(NSUITE-203208, NSUITE-208116)

In previous versions, when the system calculated Third party % of profit pay for an agent, it did not subtract accessorial pay from the revenue. It subtracted only line haul pay.

Now by default, the system subtracts accessorial pay and Linehaul pay from the revenue before calculating third party percent of profit pay for an agent.

If needed, you can specify that certain types of pay should not be subtracted from the revenue before calculating third party percent of profit pay for an agent. You do so by selecting the Exclude From 3PP check box on the pay type.

Note: The Exclude From 3PP check box already existed in Classic TMWSuite rating.

Microsoft® Dynamics GP integration

GL Reset rules for currency (NSUITE-207598)

Now, you can set up GL Reset rules based on currency for AR, AP, and PR exports.

Applying GL Reset rules when posting data to Microsoft Dynamics GP (NSUITE-207673)

You assign default general ledger numbers to each charge type and pay type to categorize revenue and settlement dollars for reporting purposes.

Sometimes, categorizing dollar figures by a default general ledger number only can result in categories that are too broad.

GL Reset rules provide you greater flexibility in tracking charges and pay by allowing you to establish multiple sets of general ledger numbers.

Now you can set up the system to use the GL Reset rules to reset the default payables/receivables account numbers for billing and settlements data during the transfer to Dynamics GP.

Note: This feature requires these two settings:

  • [Accounting]PayablesGLReset=Yes

  • [Accounting]ReceivablesGLReset=Yes

Retrieving the voucher number from the PM40100 table (NSUITE-207998)
The enhanced functionality covers the scenario where a third party vendor is creating voucher numbers that do not correspond to the next voucher number in the PM40100 table.
Note: Added support for an existing TTS50 setting,
[Accounting]OnlyUseSystemControlForVoucher=Y.

Reference Number Scroll

Setting a default search option for the Reference Number Scroll (NSUITE-207845)

In previous versions, the Scroll Reference Numbers field, in the Reference Number Scroll, used the LIKE search option by default, which is the broadest search method.

Now, a new INI setting, [Misc]DefaultRefScrollSearchType, allows you to select a more specific search method as your default, such as EXACT or STARTSWITH.

Trimble Cloud Imaging

Automatically uploading documents to Trimble Cloud Imaging (NSUITE-207681, NSUITE-207682)

Trimble Cloud Imaging is a user-friendly SaaS application. It allows you to upload PDF documents generated by your transportation management system (TMS) to the cloud for storage, retrieval, indexing, and printing images.

Now, a Windows Service automates the upload process. The Service periodically scans for and then uploads the PDF documents generated by your TMS.

Note: Trimble Cloud Imaging is a licensed add-on feature.

Resolved issues

Agent Settlements Folder

  • NSUITE-208219
    Resolved an issue in the Agent Settlement Folder that was preventing details from displaying on the Invoice Details tab.

Express trip pay

  • NSUITE-207590
    Previously, the system did not display an error message when it could not complete the transfer of an Express Trip Pay record to Microsoft Dynamics GP. Now, it shows an error message describing the problem.

Final Settlements

  • NSUITE-207642
    We fixed a problem that was causing the system to run slow when adding multiple pay details in Final Settlements.

Invoicing

  • NSUITE-207081
    Now, when there is a change of currency on an invoice, the user is prompted to recompute the invoice details.

  • NSUITE-207530
    When you changed an invoice’s status to Ready to Print, any existing accessorial charges were removed from the ord_accessorial_chrg column in the Order scroll. This was not affecting the actual accessorial charges listed in the Edit Invoice Folder or in the Profit and Loss tab.

  • NSUITE-207649
    Previously, invoice details related to a deleted credit memo/rebill were being orphaned. Now, the system deletes the invoice details along with the Credit memo/rebill.

  • NSUITE-207751
    Fixed an issue that was preventing you from processing trailer storage invoices for Released trailers.

  • NSUITE-207882
    In previous versions, revenue based secondary charges were not recalculating correctly when you changed the quantity on the primary charge. The system adjusted the quantity on the revenue-based secondary charge, but it did not recalculate the charge.

Layouts - Window

  • NSUITE-208114
    Fixed an issue that could cause a custom window layout to be lost after upgrading to a service pack build.

Microsoft® Dynamics GP integration

  • NSUITE-206978
    Fixed a data insert error that occurred when transferring a settlement record that contained a deduction.

  • NSUITE-207651
    Changed the pay header queries in the AP Export scroll stored procedure to check for the pay schedule based on the pay details instead of the asset. This will ensure that pay headers are returned for a newly created or recently updated asset.

  • NSUITE-207716
    Resolved an issue that was preventing the Customer Export feature from setting the Default Class correctly for new Bill To companies

  • NSUITE-207767
    In previous versions, when the AR Export could not transfer a master bill, the error message shown did not indicate the number of the invoice causing the problem.

  • NSUITE-208321
    The Expense Allocation window was displaying a validation error message even for a valid GL Number.

Profiles

  • NSUITE-207593
    The system was displaying an error when changing the Express Trip Pay status to Transferred/Closed in the Tractor profile.

Rating

  • NSUITE-207955
    In rate tables, the system was incorrectly marking certain rates as duplicates and not allowing you to save them.
    For example, when you had an origin/destination rate table with a rate from Ohio to New York, the system would not allow you to add a rate from New York to Ohio.

  • NSUITE-208125
    Increased rating engine performance by adding the rate’s start date and end date to the search.

Trimble Cloud Imaging

  • TSI-38
    For TMW Operations to work with Trimble Cloud Imaging, the API had to authenticate the connection and provide a Trimble token. Information needed for this is the user’s Single Sign-On (SSO) User Name and Password, a Consumer Key, and a Consumer Secret.

    TMW Operations was storing the Consumer Secret associated with Trimble Cloud Imaging in the database. This allowed tokens to be generated and the system to display documents. However, it presents a security issue.
    Now, the Consumer Secret is no longer needed.

    Warning: When you apply the 2019.4 upgrade SQL to your database, the Consumer Secret is removed. You must specify different end points for the integration.

Trip Settlements

  • NSUITE-206260
    When processing trips in Trip Settlements, the system was populating invalid mileages on some stops on split trips.

  • NSUITE-207834
    We fixed a problem that occurred after you issued a credit memo/rebill and reversed pay. The system was not showing the order in the Trips Ready to Settle queue and would not compute the pay based on the rebill. It forced you to generate pay manually.

Upgrade script

  • NSUITE-206565
    We edited our master upgrade script to fix a problem that was causing it to take too long to run, especially on large databases.