Companies

Access method:

  • Go to Tools > Scrolls > Company Scroll.

  • Place the cursor in a company field and press CTRL+ALT+S.

  • Place the cursor in a company field, right-click in the field, and select View Scroll.

  • In a company field, click image1 View Scroll.

When you click Retrieve, the system retrieves companies that match all restrictions entered on all sub tabs, not just those restrictions set on the sub tab currently in the front.

image2 See it in action

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Company scroll - Quick Search tab

Use this sub tab to set restrictions based on company name, ID, and type. Restrictions entered in this tab will be compared against data entered in company profiles.

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Primary ID

Company ID

Alternate ID

If applicable, the company’s alternate ID

Name

Company name

Contact

Name of the person who is the primary contact at the company

Division Of

Parent company’s name

Company scroll - Address tab

Use this sub tab to set restrictions based on company location or phone number. Restrictions entered in this tab will be compared against data entered in company profiles.

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Address

First line of the company’s street address

City

Company’s city

State

Company’s state or province

Zip

Company’s ZIP or postal code

Phone #

Company’s area code and primary phone number

Geographic

Company’s geographic location recorded in the GeoLoc(format) field in the company’s profile

Note: This field is visible on the Company File Maintenance screen, but not on the .NET version of the company profile window.

Company scroll - User Defined tab

Use this sub tab to set restrictions based on user-defined revenue and company categories.

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RevType1-4

Revenue classifications to which the company has been assigned.

Note: The field names and options are set up in the RevType 1-4 labels in System Administration.

Type

For use with the CRM application, the CRM type to which the company has been assigned.

Note: The options, such as Prospect, New Customer, or Lead, are set up in the CRMType label in Tools > Tools Maintenance > Edit User Definable Fields.

Other Type 1-2

Company classifications to which the company has been assigned.

Note: The field names and options are set up in Tools > Tools Maintenance > Edit User Definable Fields.

Company scroll - Accessing the Profile window

When the list of company records is displayed, do one of the following:

  • Double-click on a company line.
    The profile window opens as a tab within TMW Operations. You can easily switch from one tab to another.

  • Select the company line, and then click the Profile button.
    The profile window opens as a separate window from TMW Operations. While this window is open, you cannot access the TMW Operations window.

  • Right-click the company ID. From the menu, select View Profile.
    The profile window opens as a separate window from TMW Operations. While this window is open, you cannot access the TMW Operations window.

The Company Profile window for that company opens.

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View profile data on sub tabs.

Company Name/ID

Displays company name and ID at the top of the profile window when any sub tab is selected.

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Information

Provides key company profile data, including:

  • Name, ID, and address

  • Contacts

  • Company type, i.e., Bill To, shipper, etc.

  • Revenue classifications

  • Directions

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Billing / Credit

Provides information that includes:

  • How the company is billed, e.g., by freight bill and/or master bill.

    Note: The Avg. Fuel ID field allows you to specify the ID of the Average Fuel Price table to be used when fuel surcharges are calculated for the company. For details on using the Average Fuel Price feature, see the Average Fuel Price Guide.

  • Whether invoices/master bills are to print a remittance address for a third party payment processing company.

  • Credit limit, aging information, and current order and pending invoice amounts.

    Note: If you have purchased the Microsoft Dynamics GP interface, credit and billing information is updated automatically.

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Stop Info / Routing

Displays the company’s location, hours of operation, and stop types.

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Expirations

Provides a list of key activities and shut-down dates that can affect loads moved for a company.

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Notes

Displays free-form company notes and alerts. A note allows you to convey information about the company to other users of any core Trimble application. If a note has critical importance, you can flag it as an alert.

The color of the Notes tab indicates whether any notes exist and, if there are, whether any are alerts:

  • No color - No notes or alerts exist.

  • Yellow - There is at least one note for the company, but no alerts.

  • Red - There is at least one alert for the company. Notes that are not alerts also may exist.

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Contacts

Provides information on how to reach the people with whom your company does business.

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Pictures

Displays a list of pictures of the company and other related images.

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Documents

Displays a list of documents that were uploaded for the selected company.

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Load Requirements

Displays a list of a company’s default load requirements.

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