Freight section

The Cross Dock tab.

The Freight section shows freight bills that have not yet been assigned to a trip. It has three tabs:

Deliveries
Pickups
Cross Dock

Freight toolbars

Each Freight tab has its own toolbar. These toolbars have shared functions:

Menu option	Definition
Refresh	Refreshes the grid to check for any new freight bills.
Select/Unselect This Bill	Selects or clears a single detail line. Hold the Ctrl key to select multiple freight bills.
Select All	Selects all the records on the grid. Use this for processes that involve large numbers of deliveries. For example, you may want to select every delivery request so that you can export them to Appian Direct Route.
Clear Selection	Clears any selected records.
Filter	Opens the Freight Bills Filters window.
Clear Filter	Clears any filter that has been applied to the grid.
View Shipping Instructions	Shows any shipping instructions for the freight bill.
Search	Searches for a specific record.
Filter	Filters records based on the currently selected grid column header. To filter the records: Select one of the grid column labels. Enter text into the Filter field. Select Enter.

Menu option

Definition

Refresh

Refreshes the grid to check for any new freight bills.

Select/Unselect This Bill

Selects or clears a single detail line. Hold the Ctrl key to select multiple freight bills.

Select All

Selects all the records on the grid.

Use this for processes that involve large numbers of deliveries. For example, you may want to select every delivery request so that you can export them to Appian Direct Route.

Clear Selection

Clears any selected records.

Filter

Opens the Freight Bills Filters window.

Clear Filter

Clears any filter that has been applied to the grid.

View Shipping Instructions

Shows any shipping instructions for the freight bill.

Search

Searches for a specific record.

Filter

Filters records based on the currently selected grid column header.

To filter the records:

Select one of the grid column labels.
Enter text into the Filter field.
Select Enter.

Freight toolbar shortcut menu

The Freight tab toolbars have shared shortcut menu options. Right-click any of the toolbars to open its shortcut menu.

Menu option	Definition
Toggle Design Mode	Opens the Screen Design mode where you can create and save different layouts.
Clear Filter	Clears any custom filters.
Load Quick Filters Layout	Loads your saved Quick Filters layout.
Save Quick Filters Layout	Saves the currently applied Quick Filters as a layout. This layout loads when you select Load Quick Filters Layout.

Menu option

Definition

Toggle Design Mode

Opens the Screen Design mode where you can create and save different layouts.

Clear Filter

Clears any custom filters.

Load Quick Filters Layout

Loads your saved Quick Filters layout.

Save Quick Filters Layout

Saves the currently applied Quick Filters as a layout. This layout loads when you select Load Quick Filters Layout.

Your saved Quick Filters for the grid also appear in the shortcut menu:

Freight shortcut menu

These shortcut menu options are available on the grids of all three Freight tabs. Right-click in any of the grids to open its shortcut menu.

Menu option	Definition
Barcode Item Details	Opens the Trip Item Details window. In this window you can view and edit barcode items. This can also be accessed by double-clicking in the Items column.
Change Status	Opens a list of potential freight bill statuses: The available options are status codes with an LTL Sort Order value on the Status Codes tab of Codes Maintenance. Select a status in the list to open the Freight Bill Status Change window: You can then select the zone, date, and time of the status change. Select OK to complete the status change.
Dangerous Goods Details	Shows any dangerous goods warning icons for the freight bill. Freight bill warnings are pulled from the Dangerous Goods tab of Customer Service.
eManifest	Checks to see if the trip has any associated manifests. If there is only one manifest for the trip, eManifest opens and shows it. If there are multiple manifests for the trip, the Select Manifest window opens. You can then select one of the manifests to open eManifest.
Find Trips Near	Opens the Find Near window to the Trip tab.
Freight Bill Details	Shows freight bill details. The data is pulled from the Details tab of Customer Service. On this window you can also change the pickup and delivery dates and times.
Freight Bill Notes	Shows any notes for the freight bill.
Freight Bill Routing Plan	Opens the Routing window. In this window you can: View and edit terminal plans. Perform intermodal marketing company (IMC) functions. Forward LTL freight.
Full Screen	Expands this grid to fill the whole screen. Select Ctrl+F to return to the previous view.
Insert TruckLoad Bill	Inserts the selected freight bill into an already created trip. When you insert a freight bill into a trip, the bill’s Start Zone and End Zone are compared with the trip legs' From Zones and To Zones. New legs will be split if the inserted bill’s start and end zones do not match up with the legs' start and end zones.
Intermodal	Contains intermodal dispatch options.
Multi Route Clear	Clears the data from the Route Designation field for multiple records at once.
Multi Route Update	If you have selected multiple freight bills on the grid, select this option to update the Route Designation field for all of them at once. You will be prompted to enter a route name.
Plan Bill (Terminal Location)	Opens the Terminal Movement Plan window.
Refresh	Refreshes the grid to check for any new freight bills in the system.
Reset EXPORTING Bills' Status	Opens the Reset EXPORTING Freight Bills' status window.
Shipping Instructions	Shows any shipping instructions for the freight bill.
Update Freight Bills	Has two options to update freight bills: Modify Dates Add Trace Number(s)
View Custom Defined Fields	Shows freight bill information entered into any custom fields.
View Freight Bill	Opens the selected freight bill in Customer Service.

Menu option

Definition

Barcode Item Details

Opens the Trip Item Details window. In this window you can view and edit barcode items.

This can also be accessed by double-clicking in the Items column.

Change Status

Opens a list of potential freight bill statuses:

A list of statuses in a shortcut menu.

The available options are status codes with an LTL Sort Order value on the Status Codes tab of Codes Maintenance.

Select a status in the list to open the Freight Bill Status Change window:

The Freight Bill Status Change window.

You can then select the zone, date, and time of the status change. Select OK to complete the status change.

Dangerous Goods Details

Shows any dangerous goods warning icons for the freight bill.

Freight bill warnings are pulled from the Dangerous Goods tab of Customer Service.

eManifest

Checks to see if the trip has any associated manifests.

If there is only one manifest for the trip, eManifest opens and shows it. If there are multiple manifests for the trip, the Select Manifest window opens. You can then select one of the manifests to open eManifest.

Find Trips Near

Opens the Find Near window to the Trip tab.

Freight Bill Details

Shows freight bill details.

The Freight Bill Details.

The data is pulled from the Details tab of Customer Service.

On this window you can also change the pickup and delivery dates and times.

Freight Bill Notes

Shows any notes for the freight bill.

Freight Bill Routing Plan

Opens the Routing window.

In this window you can:

View and edit terminal plans.
Perform intermodal marketing company (IMC) functions.
Forward LTL freight.

Full Screen

Expands this grid to fill the whole screen. Select Ctrl+F to return to the previous view.

Insert TruckLoad Bill

Inserts the selected freight bill into an already created trip.

When you insert a freight bill into a trip, the bill’s Start Zone and End Zone are compared with the trip legs' From Zones and To Zones. New legs will be split if the inserted bill’s start and end zones do not match up with the legs' start and end zones.

Intermodal

Contains intermodal dispatch options.

Multi Route Clear

Clears the data from the Route Designation field for multiple records at once.

Multi Route Update

If you have selected multiple freight bills on the grid, select this option to update the Route Designation field for all of them at once. You will be prompted to enter a route name.

Plan Bill (Terminal Location)

Opens the Terminal Movement Plan window.

Refresh

Refreshes the grid to check for any new freight bills in the system.

Reset EXPORTING Bills' Status

Opens the Reset EXPORTING Freight Bills' status window.

Shipping Instructions

Shows any shipping instructions for the freight bill.

Update Freight Bills

Has two options to update freight bills:

Modify Dates
Add Trace Number(s)

View Custom Defined Fields

Shows freight bill information entered into any custom fields.

View Freight Bill

Opens the selected freight bill in Customer Service.

Deliveries

The Deliveries tab.

The Deliveries tab shows details for delivery freight bills that you can assign to a trip.

You can drag these freight bills to the active trips section to match them with a trip. TruckMate will automatically add route sequence numbers to the freight bills. It then checks the route sequences for all the stops. If the same route sequence exists for two different locations and the same stop type, a warning alerts the dispatcher. The dispatcher can then manually adjust the route sequence.

You can select multiple freight bills to make a group assignment. If you do, TruckMate lets you override automatically assigned route sequences.

If carriers are already assigned to a trip and you match a freight bill to the same trip, the system can either recalculate carrier costs or leave them the same.

To have the system automatically recalculate carrier costs every time a freight bill is matched or unmatched to a trip, set the application configuration option (app config) ReCalc Carrier Costs after FB Match to True.

If the freight bill is a split bill, you need MMDISP - Allow Delivery of Split Bill permissions in Security Configuration.

Deliveries toolbar

deliveries tab toolbar

The Deliveries tab has a few unique toolbar options:

Toolbar option	Definition
Show/Hide Summary	Shows or hides the summary beneath the grid.
Freight Bill Notes	Shows any notes for the selected freight bill.
Dock Only	Shows only freight in a DOCKED status.
Exclude Carrier Serviced	Hides any freight bill that has a beyond carrier.
Trip Exclusions	Hides trips that were excluded using the Exclude Trip option in the active trips section.
Show More Filters/Hide Filters	Shows or hides a list of configurable Quick Filters.

Toolbar option

Definition

Show/Hide Summary

Shows or hides the summary beneath the grid.

Freight Bill Notes

Shows any notes for the selected freight bill.

Dock Only

Shows only freight in a DOCKED status.

Exclude Carrier Serviced

Hides any freight bill that has a beyond carrier.

Trip Exclusions

Hides trips that were excluded using the Exclude Trip option in the active trips section.

Show More Filters/Hide Filters

Shows or hides a list of configurable Quick Filters.

A list of various filter options.

Deliveries grid

The Prior Trip Expected Date column shows the expected delivery date of the trip scheduled directly before the selected trip.

This column and the other prior date columns are only populated with data if the Load Prior Trip Fields app config is set to True.

Deliveries shortcut menu

The Deliveries grid has a few unique shortcut menu options:

Menu option	Definition
Change Delivery Terminal	Changes the Delivery Terminal of the selected freight bill.
Split/Merge Bill	Opens the LTL FB Split window where you can split or merge freight bills.
Move Bill (Terminal Location)	Opens the Move Freight Bill window where you can change the freight bill’s Dock Location.
Determine Interliner(s) & Rate	Automatically determines the interline for the freight bill and calculates the interline charges. This function checks the bill’s Start Zone in Codes Maintenance. If an interline has been assigned to the zone, a record will be created here. Rates Maintenance will be checked to see if the interline is assigned to a rate sheet that fits the rating criteria on the freight bill. If one is found, the rate will be automatically determined.
Export to Load Builder	Flags the selected bills for import into the IDSC Load Builder application. This sets the record’s TLORDER_STATUSES.IDSC_STANDBY value to True. This lets IDSC Load Builder find the freight bill when it checks the TruckMate database for records that need optimization. Once optimized, the freight bills can be re-imported into TruckMate as dispatch trips.
View Images via <vendor>	Opens any images or documents associated with this freight bill. It opens using the imaging vendor your organization has configured to work with TruckMate.

Menu option

Definition

terminal select icon Change Delivery Terminal

Changes the Delivery Terminal of the selected freight bill.

Split/Merge Bill

Opens the LTL FB Split window where you can split or merge freight bills.

Move Bill (Terminal Location)

Opens the Move Freight Bill window where you can change the freight bill’s Dock Location.

The Move Freight Bill window.

Determine Interliner(s) & Rate

Automatically determines the interline for the freight bill and calculates the interline charges.

This function checks the bill’s Start Zone in Codes Maintenance. If an interline has been assigned to the zone, a record will be created here. Rates Maintenance will be checked to see if the interline is assigned to a rate sheet that fits the rating criteria on the freight bill. If one is found, the rate will be automatically determined.

Export to Load Builder

Flags the selected bills for import into the IDSC Load Builder application.

This sets the record’s TLORDER_STATUSES.IDSC_STANDBY value to True. This lets IDSC Load Builder find the freight bill when it checks the TruckMate database for records that need optimization. Once optimized, the freight bills can be re-imported into TruckMate as dispatch trips.

View Images via <vendor>

Opens any images or documents associated with this freight bill. It opens using the imaging vendor your organization has configured to work with TruckMate.

Pickups

The Pickups tab.

The Pickups tab has two grids. The top grid shows summary data for each shipper. The bottom grid shows details for the pickup freight bills available from that shipper.

Pickups toolbar

pickups tab toolbar

The Pickups tab has a few unique toolbar options:

Toolbar option	Definition
Select/Unselect This Summary	Selects or clears the shipper summary.
Freight Bill Notes	Shows any notes for the currently selected freight bill.
View Shipping Instructions	Shows any shipping instructions from the client for the freight bill.
Create New Pickup	Opens the Short Form Pickup Entry window.
Exclude Carrier Serviced	Hides any freight bill that has a beyond carrier.

Toolbar option

Definition

Select/Unselect This Summary

Selects or clears the shipper summary.

Freight Bill Notes

Shows any notes for the currently selected freight bill.

View Shipping Instructions

Shows any shipping instructions from the client for the freight bill.

Create New Pickup

Opens the Short Form Pickup Entry window.

Exclude Carrier Serviced

Hides any freight bill that has a beyond carrier.

Pickups shipper grid

A list of shippers and how many freight bills they have.

This top grid is the shipper grid. Each row on this grid shows data from a given shipper. Select a shipper to see its available pickup freight bills on the pickups freight bills grid.

The Existing Trip column shows trip numbers that have the same pickup location as the freight bill so that you can assign the bill to that trip.

Double-click a record on this grid to open the Adjust Pickup/Delivery window.

Pickups shipper grid shortcut menu

The Pickups shipper grid has a few unique shortcut menu options:

Menu option	Definition
Create Pickup	Opens the Short Form Pickup Entry window.
Find a Pickup Freight Bill	Searches for a pickup freight bill by freight bill number.
Change Pickup Terminal	Changes the pickup terminal for all the shipper’s pickup freight bills.
Determine Interliner(s) & Rate	Automatically determines the interline for the freight bill and calculates the interline charges.

Menu option

Definition

Create Pickup

Opens the Short Form Pickup Entry window.

Find a Pickup Freight Bill

Searches for a pickup freight bill by freight bill number.

Change Pickup Terminal

Changes the pickup terminal for all the shipper’s pickup freight bills.

Determine Interliner(s) & Rate

Automatically determines the interline for the freight bill and calculates the interline charges.

Pickups freight bill grid

A list of freight bills and their shipper info.

This grid shows details for the pickup freight bills associated with the shipper selected on the Pickups shipper grid.

This grid also lists the pickup freight bills inbound to the terminal. You can drag these freight bills onto a trip to add them to that trip.

Pickups freight bill grid shortcut menu

The Pickups freight bills grid has a few unique shortcut menu options:

Menu option	Definition
Hold Delivery	Sets the selected freight bill to Hold.
Cancel Freight Bill	Cancels the selected freight bill and prompts for a cancellation reason. The freight bill no longer appears on the grid. The reason you enter appears on the Status tab in Customer Service. The only status available in this menu is Deassign Freight from Driver (RESCHED).
Determine Interliner(s) & Rate	Automatically determines the interline for the freight bill and calculates the interline charges.
View Images via <vendor>	Opens any images or documents associated with this driver. It opens using the imaging vendor your organization has configured to work with TruckMate.

Menu option

Definition

Hold Delivery

Sets the selected freight bill to Hold.

Cancel Freight Bill

Cancels the selected freight bill and prompts for a cancellation reason.

The freight bill no longer appears on the grid. The reason you enter appears on the Status tab in Customer Service.

The only status available in this menu is Deassign Freight from Driver (RESCHED).

Determine Interliner(s) & Rate

Automatically determines the interline for the freight bill and calculates the interline charges.

View Images via <vendor>

Opens any images or documents associated with this driver. It opens using the imaging vendor your organization has configured to work with TruckMate.

Cross Dock

The Cross Dock tab.

The Cross Dock tab shows freight bills that will be moved between terminals.

The Prior Trip columns are only populated with data if the Load Prior Trip Fields app config is set to True.

The Prior Trip columns.

You can double-click the dates in the Deliver By and Deliver By End columns to edit them. If you change the delivery date, then TruckMate will set the Delivery Appointment Made value to True.

Cross Dock toolbar

crossdock tab toolbar

The Cross Dock tab has a few unique toolbar options:

Toolbar option	Definition
Clear Selection	Clears any selected freight bills.
Add Route Filter	Filters freight bills by their Route Designation.
Clear Route Filter	Clears any filters from the Route field.
View Shipping Instructions	Shows any shipping instructions from the client for the freight bill.
Change Current Terminal	Changes your current terminal.
Dock Only	Shows only freight bills in a DOCKED status.
Through Only	Shows only freight bills with a Through status.
Trip Exclusions	Hides trips that were excluded using the Exclude Trip option.
Show More Filters/Hide Filters	Shows or hides a list of configurable quick filter options.

Toolbar option

Definition

Clear Selection

Clears any selected freight bills.

Add Route Filter

Filters freight bills by their Route Designation.

Clear Route Filter

Clears any filters from the Route field.

View Shipping Instructions

Shows any shipping instructions from the client for the freight bill.

Change Current Terminal

Changes your current terminal.

Dock Only

Shows only freight bills in a DOCKED status.

Through Only

Shows only freight bills with a Through status.

Trip Exclusions

Hides trips that were excluded using the Exclude Trip option.

Show More Filters/Hide Filters

Shows or hides a list of configurable quick filter options.

Cross Dock shortcut menu

The Cross Dock grid has a few unique shortcut menu options:

Menu option	Definition
Add Route Filter	Filters freight bills by their Route Designation.
Routing	Contains three routing options: Set Delivery Terminal Changes the delivery terminal of the selected freight bill. This changes the delivery (D) leg of its terminal plan, not the End Zone of the freight bill. Direct Sets the freight bill’s terminal plan to deliver directly from this terminal instead of routing through another terminal. For example, if a freight bill were originally planned to go to another terminal, there would be an intermediate (I) leg for the current terminal. Setting the freight bill to Direct makes the current terminal the D leg and removes the I leg from the terminal plan. Set Intermediate Terminal Enters or changes the intermediate terminal of the selected freight bill. This changes the I leg of the freight bill’s terminal plan.
Set Care of Drop Point	Opens the Select Care Of window. In this window, you can select a Care of Delivery client for a bill. The End Zone field populates based on the client you select. After you select a client, you can enter a different End Zone if needed. The End Zone will be the bill’s *Care Of Drop Point. Setting a zone code here also populates the Care Of Drop Point* field on the Contacts tab of Customer Service. Use this option when a freight bill includes a final destination (consignee site), but the current hauler is only taking the freight to a drop point where another carrier will continue the delivery.
Split/Merge Bill	Opens the LTL FB Split window.
Move Bill (Terminal Location)	Updates the freight bill’s Dock Location.
Export to Load Builder	Flags the selected bills for import into the IDSC Load Builder application.

Menu option

Definition

Add Route Filter

Filters freight bills by their Route Designation.

Routing

Contains three routing options:

Set Delivery Terminal
Changes the delivery terminal of the selected freight bill. This changes the delivery (D) leg of its terminal plan, not the End Zone of the freight bill.
Direct
Sets the freight bill’s terminal plan to deliver directly from this terminal instead of routing through another terminal.

For example, if a freight bill were originally planned to go to another terminal, there would be an intermediate (I) leg for the current terminal. Setting the freight bill to Direct makes the current terminal the D leg and removes the I leg from the terminal plan.
Set Intermediate Terminal
Enters or changes the intermediate terminal of the selected freight bill. This changes the I leg of the freight bill’s terminal plan.

Set Care of Drop Point

Opens the Select Care Of window.

The Select Care Of window.

In this window, you can select a Care of Delivery client for a bill. The End Zone field populates based on the client you select.

After you select a client, you can enter a different End Zone if needed. The End Zone will be the bill’s Care Of Drop Point. Setting a zone code here also populates the Care Of Drop Point field on the Contacts tab of Customer Service.

Use this option when a freight bill includes a final destination (consignee site), but the current hauler is only taking the freight to a drop point where another carrier will continue the delivery.

Split/Merge Bill

Opens the LTL FB Split window.

Move Bill (Terminal Location)

Updates the freight bill’s Dock Location.

Export to Load Builder

Flags the selected bills for import into the IDSC Load Builder application.