Integration options: Comdata
TMT Fleet Maintenance interfaces with the Comdata V-Card. This one-time use MasterCard can be used to pay for Road Call Vendor Repair Orders, Road Purchase Orders, Vendor Repair Orders, and Vendor Purchase Orders.
This section contains Comdata integration options. Changes made to these options affect how TMT Fleet Maintenance interacts with third-party applications.
If you make incorrect changes to these options, you may alter how the system integrates with that application. Trimble recommends that you contact your system administrator before making changes. |
To open the Integration Options page, go to Menu > Setup > Options > Integration Options.
An asterisk (*) marks required fields.
All of these options apply to TMT Fleet Maintenance
Comdata
This option must be completed for the interface to operate.
ComData | |
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Description |
Shows the name of the integration, such as TMW AMS ComData. |
Comdata: BASIC
Comdata: BASIC *Comdata Web Service (URL) |
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Description |
Controls the lowest level (basic) options for the Comdata interface. |
Options |
The address of the Comdata web service. The default address should be the correct address and should not have to be changed. |
Comdata: BASIC *User Name |
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Description |
The user name, provided by Comdata. |
Options |
Enter the user name. |
Comdata: BASIC *Password |
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Description |
The password, provided by Comdata. |
Options |
Enter the password. |
Comdata: BASIC *Min Check Amount |
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Description |
Sets a minimum amount that an E-Check can be issued for. |
Options |
Enter a minimum amount in whole numbers with no other punctuation, such as 10. Do not enter something such as $10.00. |
Comdata: BASIC *Max Check Amount |
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Description |
Sets a maximum amount that an E-Check can be issued for. |
Options |
Enter a maximum amount in whole numbers with no other punctuation, such as 2000. Do not enter something such as $2,000.00. |
Comdata: BASIC *Number of Virtual Card Uses |
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Description |
Sets a limit on the number of times a virtual card (V-Card) can be used. |
Options |
Enter a whole number with no other punctuation, such as 20. |
Comdata: BASIC *Virtual Card Valid Days |
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Description |
Sets a limit on the number of days a V-Card can be used. |
Options |
Enter a whole number with no other punctuation, such as 31. |
Comdata: BASIC Require Card Amount to Exactly Match Requested Amount |
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Description |
If set to YES, the amount the user requests must be the same as the amount of the card. |
Options |
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Comdata: BASIC Use Shop Level Comdata Accounts |
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Description |
Lets you set users to specific shops. The currency associated with the shop will then be passed in the request. |
Options |
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Additional notes |
If this option is set to NO, you cannot set the Comdata SHOP options. |
Comdata: BASIC Test Mode |
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Description |
Lets you set whether your Comdata integration is in testing mode. |
Options |
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Additional notes |
When you have finished testing the Comdata settings, you should set this option back to NO. |
Comdata: ECHECK
Comdata: ECHECK *Select a User to Configure |
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Description |
Lets you select the user for the E-Check options. |
Options |
Select a user from the dropdown list. The users available depend on your setup. |
Comdata: ECHECK E-Check Enabled |
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Description |
Controls the E-Check options for the Comdata interface. |
Options |
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Additional notes |
If this option is set to NO, you cannot set any of the other E-Check options. |
Comdata: ECHECK *User Name |
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Description |
The user name provided by Comdata. The program uses this information to connect to Comdata. |
Options |
Enter the user name provided by Comdata. |
Comdata: ECHECK E-Check Security Info |
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Description |
The security information for the Comdata user. |
Options |
The program completes this field automatically based on the user name you entered. |
Comdata: ECHECK *Password |
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Description |
The password provided by Comdata. The program uses this information to connect to Comdata. |
Options |
Enter the password provided by Comdata. |
Comdata: ECHECK *First name |
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Description |
The user’s first name |
Options |
Enter the user’s first name. |
Comdata: ECHECK *Last name |
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Description |
The user’s last name |
Options |
Enter the user’s last name. |
Comdata: ECHECK *Min Check Amount |
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Description |
Sets the minimum amount that the user can issue an E-Check for. |
Options |
Enter a minimum amount in whole numbers with no other punctuation, such as 10. Do not enter something such as $10.00. |
Comdata: ECHECK *Max Check Amount |
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Description |
Sets the maximum amount that the user can issue an E-Check for. |
Options |
Enter a maximum amount in whole numbers with no other punctuation, such as 2000. Do not enter something such as $2,000.00. |
Comdata: ECHECK Send Vendor Name |
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Description |
Controls whether the integration sends the vendor’s name instead of the user’s name when issuing an E-Check. |
Options |
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Comdata: ECHECK E-Check Account Code |
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Description |
The E-Check account code for your integration. |
Options |
Enter the account code provided by Comdata. |
Additional notes |
This field is only displayed if Use Shop Level Comdata Accounts is set to YES on the BASIC tab. |
Comdata: ECHECK E-Check Customer ID |
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Description |
The E-Check customer ID for your integration. |
Options |
Enter the customer ID provided by Comdata. |
Additional notes |
This field is only displayed if Use Shop Level Comdata Accounts is set to YES on the BASIC tab. |
Comdata: SHOP
If you have the BASIC option Use Shop Level Accounts set to YES, you can set your shop options here.
All Comdata: SHOP settings are optional. |
Comdata: SHOP Select a Shop to Configure |
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Description |
Lets you select the shop you want to set options for. |
Options |
Select a shop from the dropdown list. The shops available depend on your setup. |
Comdata: SHOP E-Check Account Code |
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Description |
The E-Check account code for your integration. |
Options |
Enter the account code provided by Comdata. |
Comdata: SHOP E-Check Customer ID |
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Description |
The E-Check customer ID for your integration. |
Options |
Enter the customer ID provided by Comdata. |
Comdata: SHOP E-Check Security Info |
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Description |
The security information for the shop. |
Options |
The program completes this field automatically based on the user name you entered. |
Comdata: SHOP Virtual Card Account Code |
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Description |
The V-Card account code for your integration. |
Options |
Enter the V-Card account code provided by Comdata. |
Comdata: SHOP Virtual Card Customer ID |
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Description |
The V-Card customer ID for your integration. |
Options |
Enter the V-Card customer ID provided by Comdata. |
Comdata: SHOP Virtual Card Security Info |
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Description |
The security information for the V-Card. |
Options |
The program completes this field automatically based on the user name you entered. |
Comdata: USER
Comdata: USER Select a User to Configure |
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Description |
Lets you select the user you want to set options for. |
Options |
Select a user. All available users are shown in the dropdown list. |
Comdata: USER Max Cost Per Transaction |
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Description |
Sets the maximum amount the selected user can spend per transaction. |
Options |
Enter whole numbers with no commas or periods, such as 5000. |
Comdata: USER Max Cost Per Day |
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Description |
Sets the maximum amount the selected user can spend per day. |
Options |
Enter whole numbers with no commas or periods, such as 10000. |
Comdata: USER Max Cost Per Month |
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Description |
Sets the maximum amount the selected user can spend per month. |
Options |
Enter whole numbers with no commas or periods, such as 50000. |
Comdata: USER Only Allow Comdata Request on Invoice Entry |
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Description |
Sets whether users can request Comdata after an invoice has been entered. |
Options |
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Additional notes |
If you set this option to YES, you can then edit the Require the Invoice Order Total to Match the Request option. |
Comdata: USER Require the Invoice Order Total to Match the Request |
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Description |
Sets whether the Invoice Order Total must match the Request amount. |
Options |
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Additional notes |
You can only edit this option when Only Allow Comdata Request on Invoice Entry is set to YES. |
Comdata: USER Assigned Shop |
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Description |
Sets the shops where the user can purchase items. |
Options |
Select the shops from the available list. The shops available depend on your setup. |
Additional notes |
If you do not select any shops, the user cannot purchase anything. |
Comdata: USER Do Not Allow Comdata Request on Closed Orders First available in V.2023.2 |
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Description |
Controls whether users can generate Comdata requests after an order is closed. |
Options |
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Additional notes |
This option applies to vendor repair orders and purchase orders. |
Comdata: VCARD
Comdata: VCARD *Region |
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Description |
Lets you select the region for the virtual card (V-Card) options. |
Options |
Select a region from the dropdown list. The regions available depend on your setup. |
Comdata: VCARD *Number of Uses |
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Description |
Sets a limit on the number of times a virtual card (V-Card) can be used. |
Options |
Enter a whole number with no other punctuation, such as 20. |
Comdata: VCARD *Valid Days |
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Description |
Sets a limit on the number of days a virtual card (V-Card) can be used. |
Options |
Enter a whole number with no other punctuation, such as 20. |
Comdata: VCARD Airline |
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Description |
Sets whether users can pay for airline charges with their V-Card. |
Options |
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Comdata: VCARD Business Services |
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Description |
Sets whether users can pay for business services with their V-Card. |
Options |
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Comdata: VCARD Car Rentals |
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Description |
Sets whether users can pay for car rentals with their V-Card. |
Options |
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Comdata: VCARD Financial Services |
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Description |
Sets whether users can pay for financial services with their V-Card. |
Options |
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Comdata: VCARD Fuel |
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Description |
Sets whether users can pay for fuel charges with their V-Card. |
Options |
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Comdata: VCARD Hotels |
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Description |
Sets whether users can pay for hotel charges with their V-Card. This setting only applies to hotel reservations made directly with the hotel. To set options for hotel charges reserved through a booking site, see Misc Lodging. |
Options |
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Comdata: VCARD Legal and Insurance |
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Description |
Sets whether users can pay for legal and insurance charges with their V-Card. |
Options |
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Comdata: VCARD Maintenance |
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Description |
Sets whether users can pay for maintenance charges with their V-Card. |
Options |
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Comdata: VCARD Medical |
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Description |
Sets whether users can pay for medical charges with their V-Card. |
Options |
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Comdata: VCARD Miscellaneous |
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Description |
Sets whether users can pay for miscellaneous charges with their V-Card. |
Options |
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Comdata: VCARD Miscellaneous Transportation |
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Description |
Sets whether users can pay for miscellaneous transportation charges with their V-Card. |
Options |
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Comdata: VCARD Restaurants |
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Description |
Sets whether users can pay for restaurants charges with their V-Card. |
Options |
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Comdata: VCARD Misc Lodging |
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Description |
Sets whether users can pay for hotel charges with their V-Card when the hotel is reserved through a booking site. |
Options |
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Additional notes |
To set options for hotel rooms reserved directly with the hotel, see Hotels. |
Comdata: VCARD Virtual Card Account Code |
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Description |
The V-Card account code for your integration. |
Options |
Enter the account code provided by Comdata. |
Additional notes |
This field is only displayed if Use Shop Level Comdata Accounts is set to YES on the BASIC tab. |
Comdata: VCARD Virtual Card Customer ID |
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Description |
The V-Card customer ID for your integration. |
Options |
Enter the customer ID provided by Comdata. |
Additional notes |
This field is only displayed if Use Shop Level Comdata Accounts is set to YES on the BASIC tab. |
Comdata: VCARD Virtual Card Security Info |
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Description |
The V-Card security information for your integration. |
Options |
Enter the security information provided by Comdata. |
Additional notes |
This field is only displayed if Use Shop Level Comdata Accounts is set to YES on the BASIC tab. |