Integration options: Innovative (IES)

This section contains Innovative (IES) 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

IES: AMS_WEBSERVICE

This option must be completed for the interface to operate.

IES: AMS_WEBSERVICE
*Accounting URL

Description

The Accounting URL is a URL string value. It represents:

  • The name of the machine where you have the Windows Service installed

  • The available port number that the program should use to send the data.

Options

Enter the accounting URL.

Additional Notes

If this value is changed, you should restart the TMT Fleet Maintenance IES Service.

IES: BASIC

These options track accounting numbers between divisions/companies.

IES: BASIC
*Customer Code

Description

The program uses this value with the Customer Code, User ID, and Password values to log in to the IES accounting libraries.

Options

Enter the customer code you received from Innovative.
IES: BASIC
*User ID

Description

The program uses this value with the Customer Code, User ID, and Password values to log in to the IES accounting libraries.

Options

Enter the user ID you received from Innovative.
IES: BASIC
*Password

Description

The program uses this value with the Customer Code, User ID, and Password values to log in to the IES accounting libraries.

Options

Enter the password you received from Innovative.
IES: BASIC
IES Login Key

Description

The program uses this value with the Customer Code, User ID, and Password values to log in to the IES accounting libraries.

Options

Enter the login key you received from Innovative.
IES: BASIC
Enable AP, AR, GL Query Concurrency
First available in TMT Fleet Maintenance V.2021.2

Applies to

TMT Fleet Maintenance

Description

Controls queries for Accounts Payable (AP), Accounts Receivable (AR), and General Ledger (GL) transactions

Options

  • NO (default)

    The program does not run different queries at the same time. It runs them individually.

  • YES

    The program runs different queries at the same time. If you select YES, you can then set these additional options:

  • Max Query Concurrency Level
    This option sets how many queries run at the same time. The default value is 4.

  • Query Batch Size
    This option sets how many records are included in a batch. The default value is 300.

  • GetData Batch Size
    This option sets the maximum transactions the application takes from the database at once when you select Get Data. many records are included in a batch. The default value is 3000.

Additional Notes

How the Enable AP, AR, GL Query Concurrency YES options work together

Assume you have set the query concurrency to YES and that you have kept the default values for these options:

  • Max Query Concurrency Level: 4.

  • Query Batch Size: 300.

  • GetData Batch Size: 3000.

When you are on one of the Accounting pages and select Get Data, the program will you have export 3000 total transactions in record batches of 300 records each, while processing a maximum of 4 batches at once.

IES: CUSTOMER TYPE XREF

This option cross-references customer types.

IES: Customer Type Cross Reference
*Customer Type Cross Reference

Description

This option lets you cross-reference the owner/operator and standard customer types with an accounts receivable (AR) transaction export method. These settings control how the program sends transactions through the Innovative interface.

Options

For each customer type, you can select one Export AR Transactions As setting.

Note: Before V.2022.1, the Export AR Transactions As option was known as External Value.

The Export AR Transactions As settings are:

  • GENERAL LEDGER ONLY
    First available in TMT Fleet Maintenance V.2022.1

    This setting lets you export AR transactions to the general ledger (GL) service. The AR preview page still shows these orders, but they are exported as GL items.

    • The program does not create a receivable header (due bill). It creates GL disbursement transactions.

    • The transaction does not go through the customer validation process. That data is not being sent.

  • OWNER/OPER (SETTLEMENTS ONLY) (Owner/Operator: Settlements Only)

    The program exports Owner/Operator transactions as settlements. A settlement deduction is added to the owner/operator’s account.

    Note: Before V.2024.2, this selection was named OWNER/OPER.

  • OWNER/OPER & GL (Owner/Operator and General Ledger)
    First available in TMT Fleet Maintenance V.2024.2

    The program exports Owner/Operator settlement transactions and general ledger (GL) transaction data. The program posts these records to settlements and GL in Innovative (IES).

  • STANDARD

    The program exports STANDARD transactions as normal AR transactions:

    • The program creates a receivable header for the customer

    • GL disbursement transactions are created.

    • The transaction goes through the customer validation process.

Additional notes

When you upgrade to V.2022.1, the program will update any data from the old External Value option. Any value other than STANDARD or OWNER/OPER will be set to NULL.

IES: EQUIPMENT XREF

This option cross-references equipment types.

IES: Equipment Cross Reference
*Equipment Cross Reference

Description

This option lets you cross-reference Trimble equipment and Innovative external values. These settings control how the program sends equipment references through the Innovative interface.

Options

For each equipment type, you can enter only one External Value setting.

  • Equipment

    TMT provides the values in this read-only column based on your setup.

  • External Value

    Enter your Innovative value in this box.

  • Description

    TMT provides the values in this read-only column based on your setup.

IES: IES_WEBSERVICE

TMT Fleet Maintenance uses each of the values on the IES_WEBSERVICE page to connect to the Innovative Accounting program. Get the values from the Innovative team. Select Save when you are completed.

Note: Trimble recommends that you restart the Windows Service once you have entered in the correct values.

IES: IES_WEBSERVICE

Description

These fields control how TMT Fleet Maintenance connects to the Innovative Accounting program.

Options

Items with an asterisk (*) are required:

  • *General

  • Master

  • *Accounting

  • Dispatch Miles

  • Meters

  • Mobile

  • *Status

  • *Validation

  • Other

Additional notes

If the URLs you get from Innovative have WSDL suffixes, remove them. They are not required.

IES: INTER_COMPANY

First available in TMT Fleet Maintenance V.2020.2

These options track accounting numbers between divisions/companies.

These options apply to repair orders only.
IES: INTER_COMPANY
Division

Applies to

TMT Fleet Maintenance

Description

The equivalent of the IES Company code

Options

Your setup controls the codes shown in the dropdown list. Examples include Concrete, Waste, and Trucking.
IES: INTER_COMPANY
Order Shop (Due To)

Description

The account number that funds are going to

Options

Your setup controls the account numbers shown in the dropdown list.
IES: INTER_COMPANY
Domicile (Due From)

Description

The account number that funds are coming from.

Options

Your setup controls the account numbers shown in the dropdown list.

IES: SERVICE_SCHEDULE

IES: SERVICE_SCHEDULE
*Customer Code

Description

The program uses this code with the User ID and Password values to log in to the IES accounting libraries.

Options

Enter the customer code you received from Innovative.
IES: SERVICE_SCHEDULE
*User ID

Description

The program uses this ID with the Customer Code and Password values to log in to the IES accounting libraries.

Options

Enter the user ID you received from Innovative.
IES: SERVICE_SCHEDULE
*Password

Description

The program uses this value with the Customer Code and User ID values to log in to the IES accounting libraries.

Options

Enter the password you received from Innovative.
IES: SERVICE_SCHEDULE
Inter-Company Accounting
First available in TMT Fleet Maintenance V.2020.2

Description

Controls the Inter-Company Accounting function

Options

  • NO (default)
    Inter-Company Accounting is turned off.

  • YES
    Inter-Company Accounting is turned on.
IES: SERVICE_SCHEDULE
Use OrderID Instead of OrderNumber
First available in 2021.3

Description

Controls whether the program sends IES the order ID or the order number.

Options

  • NO (default)
    The program sends the order number to IES.

  • YES
    The program sends the order ID to IES.

Additional notes

Sending the order ID to IES makes reconciliation easier. This is because the order ID is usually shorter, so it is less likely to be cut off. You can find the exact order that TMT sent to IES.
IES: SERVICE_SCHEDULE
Ignore AP ONACCOUNT Vendor Validation

Description

Controls whether TMT will send a purchase order to Innovative if the vendor fails validation

Options

  • NO (default)
    The purchase order will not be sent to Innovative if the vendor assigned to the order fails validation. Trimble recommends leaving this option set to NO.

  • YES
    The purchase order will be sent to Innovative, even if the vendor assigned to the order fails validation. This includes purchase orders that failed because the vendor was inactivated in Innovative. The AP order will appear in Innovative in an errored state until the invalid vendor is corrected.
IES: SERVICE_SCHEDULE
AR Deduction Code

Description

The Settlements Code.

This code will appear on the corresponding line items within a driver’s settlements record whenever they come from a TMT Invoice billed to that driver.

Options

  • 61 (default)
    You should replace 61 with the appropriate code received from the IES consulting team.
IES: SERVICE_SCHEDULE
Process Non-ONACCOUNT AP Documents

Description

Controls how the program processes accounts payable (AP) transactions that are not set to ONACCOUNT in TMT Web.

Options

  • -1 Ignore
    The program ignores the transaction.

  • 0 As ONACCOUNT
    The program treats the transaction as an ONACCOUNT transaction.

  • 1 As GL
    The program treats the transaction as a general ledger (GL) transaction.
IES: SERVICE_SCHEDULE
Exclude AR Invoice Type Prefix

Description

This setting lets you include or exclude the INV prefix in the Accounts Receivable Invoice numbers.

Options

  • NO (default)
    The program includes the INV prefix.

  • YES
    The program excludes the INV prefix.
IES: SERVICE_SCHEDULE
Send Unit Availability Status

Description

Controls whether the program sends unit status data to IES.

Options

  • NO (default)
    The program does not send unit status to IES.

  • YES
    The program does send unit status to IES.
    Data is sent only for units having these statuses:

    • Available
      The program looks at staged orders to identify this status. Staged orders are cleared after the program sends the status to IES.

    • In Shop
      To determine if a unit is In-Shop, the program queries the unit’s repair status. It looks for orders that are open and whose data is not staged.

Additional notes

The service determines the availability of units.
IES: SERVICE_SCHEDULE
Send Unit Availability Status (minutes)

Description

Controls how often the program sends unit availability to IES.

If Send Unit Availability Status is set to NO, this option is read-only.

Options

Enter how often this feature runs. Your entry must be a whole number.

The lowest number you can enter is 60 (that is, send status every hour). Trimble recommends setting this number to 1440 (that is, once every day). You should send records when the fewest users are on the system, such as late at night.
IES: SERVICE_SCHEDULE
*Set Schedule Start Time
Before V.2023.1, this option was named *Set/Reset Start Time
Before V.2023.3, this option was a dropdown list instead of a text entry field.

Description

Controls when the schedule starts.

Options

Enter the time when you want the schedule to start. You should set the start time when the fewest users are on the system, such as 3 AM.

Additional notes

  1. If Send Unit Availability Status is set to NO, this option is read-only.

  2. If Send Unit Availability Status is set to YES, this option is required.
IES: SERVICE_SCHEDULE
Send Unit Availability Status Next Run Time
Before V.2023.1, this option was named Send Unit Shop Status Start DateTime

Description

This setting shows the next time the program is scheduled to run the Send Unit Availability Status function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.
IES: SERVICE_SCHEDULE
Sent Unit Availability Export Status

Description

This setting shows the status of the last Unit Availability export. For example, if the field reads SUCCESS, the export was successful. This setting is read-only.
IES: SERVICE_SCHEDULE
Send Unit Availability Status Last Start Time

Description

This setting shows the last date and time the program started the Send Unit Availability Status function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.
IES: SERVICE_SCHEDULE
Send Unit Availability Status Last End Time

Description

This setting shows the last date and time the program completed the Send Unit Availability Status function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.
IES: SERVICE_SCHEDULE
Get Trailer Dispatch Miles

Description

Controls whether the program gets trailer dispatch mileage from Innovative

Options

  • NO (default)
    The program does not get trailer dispatch miles from Innovative.

  • YES
    The program gets trailer dispatch miles from Innovative.
IES: SERVICE_SCHEDULE
Get Trailer Dispatch Miles (minutes)

Description

Controls how often the program gets trailer dispatch mileage from Innovative.

If Get Trailer Dispatch Miles is set to NO, this option is read-only.

Options

Enter how often this feature runs. Your entry must be a whole number.
IES: SERVICE_SCHEDULE
*Get Trailer Dispatch Meter Type

Description

Controls the meter type used for trailer dispatch meters.

Options

Your setup controls the meter types shown in the dropdown list.

Additional notes

  1. If Get Trailer Dispatch Miles is set to NO, this option is read-only.

  2. If Get Trailer Dispatch Miles is set to YES, this option is required.
IES: SERVICE_SCHEDULE
*Set Schedule Start Time
Before V.2023.1, this option was named *Set/Reset Start Time

Description

Controls when the schedule starts.

Options

The dropdown list shows 24 hour options in AM/PM format, with 12:00 AM representing midnight and 12:00 PM representing noon. Select the hour you want the schedule to start. You should set the start time when the fewest users are on the system, such as 3 AM.

Additional notes

  1. If Get Trailer Dispatch Miles is set to NO, this option is read-only.

  2. If Get Trailer Dispatch Miles is set to YES, this option is required.
IES: SERVICE_SCHEDULE
Get Dispatch Meters Next Run Time
Before V.2023.1, this option was named Receive Dispatch Mileage Start DateTime

Description

This setting shows the next time the program is scheduled to run the Get Trailer Dispatch Miles function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.
IES: SERVICE_SCHEDULE
Get Dispatch Miles Export Status
Before V.2023.1, this option was named Receive Dispatch Miles Export Status

Description

This setting shows the status of the last Dispatch Miles export. For example, if the field reads SUCCESS, the export was successful. This setting is read-only.
IES: SERVICE_SCHEDULE
Get Dispatch Miles Last Start Time

Description

This setting shows the last date and time the program started the Get Dispatch Miles function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.
IES: SERVICE_SCHEDULE
Get Dispatch Miles Last End Time (Formerly: Receive Dispatch Miles Last End Time)

Description

This setting shows the last date and time the program completed the Get Dispatch Miles function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.
IES: SERVICE_SCHEDULE
Get Unit Meters

Description

Controls whether the program gets non-trailer unit meters from Innovative.

Options

  • NO (default)
    The program does not get unit meters from Innovative.

  • YES
    The program gets unit meters from Innovative.
IES: SERVICE_SCHEDULE
Get Unit Meters (minutes)

Description

Controls how often the program gets unit meters from Innovative.

If Get Unit Meters is set to NO, this option is read-only.

Options

Enter how often this feature runs. Your entry must be a whole number.
IES: SERVICE_SCHEDULE
*Get Unit Meter Type

Description

Controls the meter type used for non-trailer unit meters.

Options

Your setup controls the meter types shown in the dropdown list.

Additional notes

  1. If Get Unit Meters is set to NO, this option is read-only.

  2. If Get Unit Meters is set to YES, this option is required.
IES: SERVICE_SCHEDULE
*Set Schedule Start Time
Before V.2023.1, this option was named *Set/Reset Start Time

Description

Controls when the schedule starts.

Options

The dropdown list shows 24 hour options in AM/PM format, with 12:00 AM representing midnight and 12:00 PM representing noon. Select the hour you want the schedule to start.

Additional notes

  1. If Get Unit Meters is set to NO, this option is read-only.

  2. If Get Unit Meters is set to YES, this option is required.
IES: SERVICE_SCHEDULE
Get Unit Meters Next Run Time
Before V.2023.1, this option was named Receive ECM Start DateTime

Description

This setting shows the next time the program is scheduled to run the Get Unit Meters function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.
IES: SERVICE_SCHEDULE
Get ECM Miles Export Status
Before V.2023.1, this option was named Receive ECM Miles Export Status

Description

This setting shows the status of the last Unit Meters export. For example, if the field reads SUCCESS, the export was successful. This setting is read-only.
IES: SERVICE_SCHEDULE
Get ECM Miles Last Start Time

Description

This setting shows the last date and time the program started the Get Unit Meters function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.
IES: SERVICE_SCHEDULE
Get ECM Miles Last End Time
Before V.2023.1, this option was named Receive ECM Miles Last End Time

Description

This setting shows the last date and time the program completed the Get Unit Meters function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.
IES: SERVICE_SCHEDULE
Send AP Transactions

Description

Controls whether the program sends accounts payable (AP) transactions to Innovative

Options

  • NO (default)
    The program does not send AP transactions to Innovative.

  • YES
    The program sends AP transactions to Innovative.

Additional notes

If this option is set to YES, the program only sends AP transactions with an Export Status of Staged.
IES: SERVICE_SCHEDULE
Send AP Transactions (minutes)

Description

Controls how frequently, in minutes, the program sends AP transactions to Innovative

If Send AP Transactions is set to NO, this option is read-only.

Options

Enter how often this feature runs. Your entry must be a whole number.

The lowest number you can enter is 60 (that is, send status every hour). Trimble recommends setting this number to 1440 (that is, once every day). Ideally, you should send records when the fewest users are on the system, such as late at night.
IES: SERVICE_SCHEDULE
*Set Schedule Start Time
Before V.2023.1, this option was named *Set/Reset Start Time

Description

Controls when the schedule starts.

Options

The dropdown list shows 24 hour options in AM/PM format, with 12:00 AM representing midnight and 12:00 PM representing noon. Select the hour you want the schedule to start.

Additional notes

  1. If Send AP Transactions is set to NO, this option is read-only.

  2. If Send AP Transactions is set to YES, this option is required.
IES: SERVICE_SCHEDULE
Send AP Transactions Next Start Time
Before V.2023.1, this option was named AP Transactions Export Start DateTime

Description

This setting shows the next time the program is scheduled to start the Send AP Transactions function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.
IES: SERVICE_SCHEDULE
Send AP Transactions Export Status

Description

This setting shows the status of the last AP Transactions export. For example, if the field reads SUCCESS, the export was successful. This setting is read-only.
IES: SERVICE_SCHEDULE
Send AP Transactions Last Start Time

Description

This setting shows the last date and time the program started the AP Transactions function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.
IES: SERVICE_SCHEDULE
Send AP Transactions Last End Time

Description

This setting shows the last date and time the program completed the Send AP Transactions function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.
IES: SERVICE_SCHEDULE
Send AR Transactions

Description

Controls whether the program sends accounts receivable (AR) transactions to Innovative

Options

  • NO (default)
    The program does not send AR transactions to Innovative.

  • YES
    The program sends AR transactions to Innovative.

Additional notes

If this option is set to YES, the program only sends AR transactions with an Export Status of Staged.
IES: SERVICE_SCHEDULE
Send AR Transactions (minutes)

Description

Controls how frequently, in minutes, the program sends AR transactions to Innovative

The lowest number you can enter is 60 (that is, send status every hour). Trimble recommends setting this number to 1440 (that is, once every day). Ideally, you should send records when the fewest users are on the system, such as late at night.

If Send AR Transactions is set to NO, this option is read-only.

Options

Enter how often this feature runs. Your entry must be a whole number.
IES: SERVICE_SCHEDULE
*Set Schedule Start Time
Before V.2023.1, this option was named *Set/Reset Start Time

Description

Controls when the schedule starts.

Options

The dropdown list shows 24 hour options in AM/PM format, with 12:00 AM representing midnight and 12:00 PM representing noon. Select the hour you want the schedule to start.

Additional notes

  1. If Send AR Transactions is set to NO, this option is read-only.

  2. If Send AR Transactions is set to YES, this option is required.
IES: SERVICE_SCHEDULE
Send AR Transactions Next Start Time

Description

This setting shows the next time the program is scheduled to start the Send AR Transactions function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.
IES: SERVICE_SCHEDULE
Send AR Transactions Export Status

Description

This setting shows the status of the last AR Transactions export. For example, if the field reads SUCCESS, the export was successful. This setting is read-only.
IES: SERVICE_SCHEDULE
Send AR Transactions Last Start Time

Description

This setting shows the last date and time the program started the AR Transactions function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.
IES: SERVICE_SCHEDULE
Send AR Transactions Last End Time

Description

This setting shows the last date and time the program completed the Send AR Transactions function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.
IES: SERVICE_SCHEDULE
Send GL Transactions

Description

Controls whether the program sends general ledger (GL) transactions to Innovative

Options

  • NO (default)
    The program does not send GL transactions to Innovative.

  • YES
    The program sends GL transactions to Innovative.

Additional notes

If this option is set to YES, the program only sends GL transactions with an Export Status of Staged.
IES: SERVICE_SCHEDULE
Send GL Transactions (minutes)

Description

Controls how frequently, in minutes, the program sends GL transactions to Innovative

If Send GL Transactions is set to NO, this option is read-only.

Options

Enter how often this feature runs. Your entry must be a whole number.
IES: SERVICE_SCHEDULE
* Set Schedule Start Time
Before V.2023.1, this option was named *Set/Reset Start Time

Description

Controls when the schedule starts.

Options

The dropdown list shows 24 hour options in AM/PM format, with 12:00 AM representing midnight and 12:00 PM representing noon. Select the hour you want the schedule to start.

Additional notes

  1. If Send GL Transactions is set to NO, this option is read-only.

  2. If Send GL Transactions is set to YES, this option is required.
IES: SERVICE_SCHEDULE
Send GL Transactions Next Start Time

Description

This setting shows the next time the program is scheduled to start the Send GL Transactions function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.
IES: SERVICE_SCHEDULE
Send GL Transactions Export Status

Description

This setting shows the status of the last GL Transactions export. For example, if the field reads SUCCESS, the export was successful. This setting is read-only.
IES: SERVICE_SCHEDULE
Send GL Transactions Last Start Time

Description

This setting shows the last date and time the program started the AR Transactions function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.
IES: SERVICE_SCHEDULE
Send GL Transactions Last End Time

Description

This setting shows the last date and time the program completed the Send AR Transactions function. The setting is read-only. Its purpose is to help you troubleshoot problems with sending data to Innovative.

IES: XREF

The XREF section of the IES Integration options is where you cross-reference the company divisions you set up in TMT with their corresponding Innovative IES Accounting divisions. If you only have one company division you will still need to do this. The IES Company code provided by Innovative.

You set up TMT company divisions on the System Setup page. You open the System Setup page by going to Menu > Setup > System Setup. Next, you expand the System node and select Company Divisions.
IES: XREF
Company Cross References

Applies to

TMT Fleet Maintenance

Description

This option lets you cross-reference TMT (AMS) divisions, account codes, and AMS account companies with their Innovative (IES) counterparts.

Options

To edit a row, select it. The row’s background color changes to blue. The fields that you can edit also become available.

  • AMS Division
    This field is read-only. The selections are based on your setup.

  • AMS Acct. Code
    Select an account code from the dropdown list. These selections are also based on your setup.

  • AMS Acct. Company
    TMT completes this field for you based on your selected AMS Acct. Code.

  • IES Company
    Enter the IES Company code. Innovative provides you with the company code to use.