Power Unit Profiles

The View menu allows you an alternate way of accessing the variety of Tabs available in the Misc. Equipment Profiles program.

Shortcuts to open related TruckMate programs.

The grid at the bottom of the screen is used to scroll quickly through the Power Unit records. Select a unit to display the information for that power unit in the main window above.

The Asset tab is used to record information about the Power Unit’s value for the purpose of asset management and reporting. These fields are for information and reporting purposes only.

Acquisition Date

Enter the purchase date of this acquisition in the field provided.

Purchase Price

Enter the purchase price.

Expected Life

Enter the acquisition’s life expectancy in years.

Current Age

Enter the current age of the asset.

Lease Term

Enter the lease term (in months), if applicable.

Residual Amount

Enter any residual amount, if known, after the lease has finished.

Estimated Selling Amount

Enter the estimated selling amount, if known.

Fair Market Amount

Enter the fair market amount, if known.

Leasing Company

Enter the Leasing Company name.

Lease Payment Amount

Enter the monthly lease payment amount, if applicable.

Net Book Amount

Enter the net book amount, if known.

The Audit tab displays read only data concerning the creation details of the selected power unit record. The read-only data displayed here is for informational purposes only.

Created / By

Pre-populates with the Date and Time this entry was created, as well as the Username of the User who created the entry.

Modified / By

Pre-populates with the date and time this entry was modified, as well as the Username of the User who modified this entry.

The Basic Info tab displays general information about the power unit.

Equipment Class

Can be assigned to a Power Unit. Equipment Classes are configured in the Codes Maintenance program. Enter the equipment class code or click the search button to display a search form. The Requested Equipment field in the Details section of the Customer Service program also uses Equipment Classes; freight bills and resources can be matched based on a comparison of these fields.

Transmission

Select the transmission code, as configured in the Codes Maintenance program that applies to this Power Unit. This field is for information and reporting purposes only, and is not used elsewhere in the system.

Max. Lic’d Weight

Is used to store the maximum weight that this Power Unit can haul according to its licence. The value entered here will display in the 'Max. Weight' column in the Dispatch program > Power Unit Tab.

Empty Weight / Cargo Weight / Weight Units

Enter numerical values in these two fields, and select a Weight Unit using the search button in the smaller field to the right. These values are for information and reporting purposes only.

Insurance Expires

Enter the expiry date for this Power Unit’s insurance. Double-click for a calendar selection form. This field is for information purposes only, and is not used elsewhere in the system. You can create a special event based on a Power Unit’s insurance expiry that will generate a warning in the Dispatch program > Power Unit Tab when insurance renewal is pending or overdue. See the Special Events program for further information.

Model

Enter the model of the Power Unit. This field is for information and reporting purposes only, and is not used elsewhere in the system.

Fleet

To group Power Units together, enter a Fleet ID code in this field. Click the search button for a selection form. Fleets are configured in the Fleet Maintenance program.

Engine*

Select the engine code, as configured in the Codes Maintenance program that applies to this Power Unit. This field is for information and reporting purposes only, and is not used elsewhere in the system.

Fuel

For information and reporting purposes, enter the type of fuel that this vehicle uses. Select an applicable value from the drop down list box.

Axles

For information and reporting purposes, enter the number of axles on the Power Unit.

Max Pall.

Enter a numerical value representing the maximum number of Pallets usable by this Power Unit. For information and reporting purposes only.

Straight Truck

Check this flag if the selected Power Unit is of 'Straight Truck' configuration.

Current Zone

This field is only available when you are adding a new record. It is used to record the current location of the Power Unit, for the purpose of subsequent location updates in the Dispatch program > Power Unit Tab.

Serial Number

Enter the Power Unit’s serial number in this field.

Plate

Enter the Power Unit’s licence plate number in this field.

VIN

Enter the unit’s Vehicle Identification Number in this field. This field is for informational and reporting purposes only.

Description

Is a free-format field used to enter a general description about the Power Unit.

Power Unit Grid

The lower part of the Power Unit Profiles screen contains the Power Unit grid that displays all of the Power Units currently set up in your system. This Grid is for informational purposes only and cannot be edited.

Displays any custom definitions that have been added to the Power Unit Profiles program.

Adding and editing custom defined fields is done in the Codes Maintenance program > Custom Defined Fields tab.

Used to configure the ACE (CBP) US Customs Compliance data for the selected power unit.

Enter your License information for the 'Primary', '#2', '#3' and '#4' Users, and use the search button to select a Jurisdiction. Double click the 'Ctry' field to select a Country, and click the Calendar button to select a date for the 'Expiry' field.

Unit Type

Click the search button to select a Unit Type for the selected piece of Miscellaneous Equipment.

ACE ID / Qual

Enter your ACE ID in the space provided.

Transponder #

Enter your Power Unit’s Transponder Number in the field provided.

DOT #

Enter your Power Unit’s DOT Number in the field provided.

The Damage tab allows you to record any damage that has been done to a power unit, as well as some details regarding the cause of the damage.

Note: The Damage tab works with the DAMAGE TruckMate table.

The Damage Tab works with the DAMAGE TruckMate Table. To create a new record, select the '+' button on the TruckMate Navigation bar. Existing records cannot be edited, so ensure that you take care when entering the details.

Damage Cause

Double click this field to select a value that best represents the cause of the Power Unit damage. Choose from one of the three available options: 'Customer', 'Driver' or 'Terminal'.

Damage Type

Double click this field to select a value that best represents the type of damage that was done to the Power Unit. Choose from one of the three available options: 'Cut', 'Dent' or 'Rust'.

Damage Location

Double click this field to select a value that best represents the primary location of damage to the Power Unit. Choose from one of the available options in your system (use the 'Location Description' field for clarification).

Damage Description

Enter a short description of the damage done to the Power Unit using your keyboard.

Signature On File

This field designates if the party referenced in the 'Damage Cause' field has signed a statement regarding the details of the damage to the Power Unit. This field displays "True" when a signature is received via the truck mounted devices. It cannot be modified.

Trip Number

This field will populate with a Trip number if it the Freight Bill selected in the 'Bill Number' field was attached to a Trip.

Bill Number

Double click this field to select the Freight Bill that the Power Unit was attached to when the damage occurred.

Created Time / Created By

These two fields will automatically populate when a new record is saved, and will contain the 'Date/Time' and the 'User ID' of the User who added the record.

The Call In Tab is used for recording Driver Reports about required maintenance.

The Add Call In button is used for recording driver reports about required maintenance. Previous Driver Call In entries are displayed in the grid.

To add a Driver Call In entry regarding required maintenance:

Driver Call In records can also be viewed and entered on the R&M Maintenance program > Driver Call In tab.

Equipment

Use the search buttons to select a resource type and Equipment name.

Date

Automatically populates with the current date.

Name

Enter a driver name.

Priority

Enter the Priority level for this call-in.

Remarks

In this text field you may enter any free-form notes concerning the details of this call-in .

Done / Work Order Number / Completed Date

These three fields will update once the Maintenance outlined by the Driver Call-In record on this Tab is attached to a Work Order in the R&M Work Orders program, and the R&M User selects the 'Mark as Done' button on the R&M Work Orders program > Maintenance Tab > Check Driver Call In Notes window.

You can view and add Odometer and Hourmeter readings on the Hub tab.

The form displays the last Odometer 'Reading Date', as well as the 'Odometer' and 'Hourmeter' readings.

Enter New Odometer Reading

Clicking this button will bring up the Mileage / Hours entry form. See the R&M Maintenance program > Enter Odometer Reading window for more information.

Fuel Tax Default Odometer

This field is for information and reporting purposes only. Select a distance unit from the selection form. Units are configured in the Codes Maintenance program.

Use the Maintenance Jobs tab to add maintenance jobs to a piece of equipment in the Maintenance Jobs tab.

Double-click the 'Job Code' field to select a job code. Jobs are predefined codes that contain parts and labor details for a maintenance task. Job codes are configured in the R&M Configuration program. Adding a maintenance job to a Power Unit on this tab is the same as adding the job in the R&M Maintenance program.

The Miscellaneous tab is used to record miscellaneous information about the power unit. These fields are for information and reporting purposes only.

Tire Size

Enter the truck tire size.

Date In Service

Enter the date this piece of equipment started service.

Date Out Of Service

Enter the date this piece of equipment ended service.

Fleet Manager

Use the search button to select the Fleet Manager. The Fleet Manager field will only accept valid User IDs, as configured in the Security Setup program.

Odometer Reset Date

Enter the date the odometer requires re-setting.

Fuel Tank Capacity

Enter an integer value representing the power unit’s fuel tank capacity. Select the search button in the field to the right to select the default measurement unit, as configured in the Codes Maintenance program > Units Tab.

Depot ID

Double click this field to select the Depot ID where the power unit currently resides. Click the 'Setup' button to the right to configure your Depot ID codes.

MPG Optimize

This MPG field is a manual entry field used for reporting purposes and IDSC ExpertFuel optimization.

Fuel Tax Export

If required, enter this power unit’s Fuel Tax Export details. These three fields are utilized by the 'T-Check' and 'Inter-Tax' branches of the Fuel Tax Export Wizard program

Mobile Communications Info

This read-only section displays the Mobile Communications Device attached to the selected Power Unit (if applicable), and its 'Enabled' status. Changes cannot be made from here: they must be made using the Mobile Device Maintenance program.

Note: CARB (California Air Research Board) program refers to the clean air and emission control agency in the State of California.

The CARB Number from your CARB compliance certification is required if the Application Configuration option for DISPATCH.EXE > Require CARB Validation is set to Yes. If the application Configuration is set to WARNING, you will be able to override the warning and continue with the dispatching process.

The fields on the Operating Charges tab are information and reporting purposes only, and are not used elsewhere in the system.

Rate / Mile

Enter the rate per mile.

Rate / Hour

Enter the rate per hour.

Charge

Select one of the radio buttons. Your choices are: lesser amount, greater amount, or both. By selecting one of these options, you are selecting the method of calculation required for this charge. In other words, if you entered amounts in both the rate per mile, and the rate per hour above, and then selected the radio button 'lesser amount', the charges applied to this piece of equipment would be the lesser of the two as entered above.

Flat Charges

Enter the flat charge, if applicable.

Cost Centre

Use the search button to open a General Ledger Account window where you can search by account or description. Select your preferred account.

Note: The Charge options are: Lesser Amount, Greater Amount, or Both. By selecting one of these options, you are indicating the method of calculation required for this charge. For example, if you entered amounts in both the rate per mile, and the rate per hour above, and selected 'lesser amount', the charges applied to this piece of equipment would be the lesser of the two as entered above.

The Ownership tab allows you to specify the currently selected power unit’s owner (from the vendors listed in your system).

Owner

These radio buttons are used to indicate the owner of the Power Unit. A one-letter code will display in the Ownership column in the Dispatch program > Power Unit Tab that indicates the Ownership Type: 'C' indicates Company ownership, 'D' indicates Driver / Owner-Operator ownership, 'R' indicates Rental, 'I' indicates Interliner ownership, 'B' indicates Broker (Carrier) ownership, 'L' indicates ownership through a Lease.

Vendor Code

If this Power Unit is owned by a company who is set up as a vendor in the Customer & Vendor Profiles program, enter the vendor code or click the search button for a search form. This information is displayed in the Owner column in the Dispatch program > Power Unit Tab.

Pay Driver

Click the search button to select a Driver that will be paid when this Power Unit is in use (this field should only be used when an Owner-Operator owned Power Unit is selected).

The Permits tab is used to enter any permit information related to this power unit.

The information entered on this Permits tab can also be viewed in the Dispatch program > Power Unit tab by selecting the Permit option from the right-mouse shortcut menu in the Power Unit grid.

Note: Permit types are entered and configured in the Codes Maintenance > Power Unit Permits tab.

See the Special Events program for information related to flagging this resource in the Dispatch program when a permit is about to expire.

Permit Number

Is a 32 character free-format entry field used to store the permit number.

Permit Type

Is a 10 character free-format entry field used to describe the permit type.

Description

Is a 20 character free-format entry field used to describe the permit.

Province / State

Is a 2 character free-format entry field used to store the province or state code.

Expiry Date

Is used to store the permit’s expiry date. Double-click for a calendar selection form.

The Rentals tab of the Power Unit Profiles program exactly mirrors the Rentals tab found within the Miscellaneous Equipment Profiles program. It can be used to enter rental information for a rented power unit.

The Repairs and Maintenance tab allows you to display and in some cases enter or edit maintenance related information for the currently selected power unit.

Get Maintenance Information

Click the Get Maintenance Information button to retrieve outstanding maintenance jobs for this power unit and display them in the grid. Maintenance jobs are configured in the R&M Configuration program, and are assigned to Power Units on the Maintenance Jobs tab of the Power Unit Profiles program or in the R&M Maintenance program.

Print Jobs Done

Click the Print Jobs Done button to view (and / or print) a report of completed maintenance jobs for this Power Unit.

Special Events

The Special Events button displays the Special Events window where any existing events assigned to this Power Unit are displayed in the grid. You can use this window to add a new special event to this Power Unit record. Special events are configured in the Special Events program.

Send to History

You can archive the special event that is currently selected in the grid by clicking the Send to History button. If the Req Results field for the special event code in the Special Events program is set to 'True', the special event cannot be sent to history until you have entered something in the Results field in the grid.

History and Repeat

Will archive the Special Event that is currently selected in the grid, and create a new Special Event of the same type. You will be required to enter a date for the new event.

Special Events Grid

Special Event Code

Select a Special Event Code description from the drop down list.

Date

Specify the date that the Special Event comes due. Double click for a calendar selection form.

Level 1 / Level 2

The Level 1 and Level 2 values configured in the special event code setup will default here. You can change them if you like.

Remarks

Enter Remarks that will display in the Special Events column in the Dispatch program > Power Unit Tab. If you set the Copy Descr field to 'True' in the Special Events program, the description will appear in the Remarks field.

Results

You can enter text in the Results field before you send the item to history. If you set the 'Req Results' field to 'True' in the Special Events program, you must enter Results before you archive the event.

R&M User Fields

Clicking the 'User Fields' button will display a new window, asking you to input new labels for the fields labelled 'User 1' to 'User 10' in the main Power Unit program grid. You may enter new labels simply by typing them in the text fields. You may also specify a 'Shop Code' by using the search button, and may enter an 'Accounting Group' name in the appropriate field. Click 'OK' to save your changes. You can change the text names of these fields from within the Application Configurator program.

Images & Docs

Selecting this button will open the Attach / Open Related Files window used to attach photos or documents.

The TMT Information tab is used to display some basic driver information as it relates to the TMT Fleet Maintenance program.

The TMT Fleet Maintenance management program is a separate software application that helps your vehicle repair and maintenance shop operations minimize downtime, control repair costs and provide the service needed to keep your fleets productive.

The User-Defined Fields tab allows you to enter data into any one of the 10 User-Defined fields available to the Power Unit Profiles program. The labels of these fields can be changed using the 'User Field 1 - User Field 10' options from the Application Configurator program > PUNIT.EXE section.

The Warranty tab is used to record warranty information that covers the entire power unit (such as the original manufacturer’s warranty). This information is for reference purposes only.

Warranty information for specific components, such as starter motors or batteries, is recorded on the R&M Maintenance program > Warranty tab.

VIN

Enter the unit’s Vehicle Identification Number in this field. This field is for informational and reporting purposes only.

Warranty Date

Is used to store the date that the warranty began. Double click for a calendar selection form.

Warranty Distance / Unit

If the warranty is valid for a specific distance, enter the distance in the field on the left. Double click in the field on the right to select the distance unit (as configured in the Codes Maintenance program).

Warranty Time / Unit

If the warranty is valid for a specific time period, enter the amount of time in the field on the left. Double click in the field on the right to select the time unit (as configured in the Codes Maintenance program).

Warranty Notes

Is a free-format field where general notes about the warranty can be entered.