TMT Fleet Maintenance V.2023.2/V.2023.2.C Release Notes

The Dynamics GP tab GL sub-tab has a new field: Remit Code. If the vendor repair order (VRO) has only the Vendor Code, then the Remit Code will show the Vendor Code. If the VRO has a Remit Code Vendor, then the Vendor Code will show the Remit Code Vendor.

Customer PO is now available as a search parameter and as a column in the grid. The column is hidden by default. You need to select the column for it to appear in the grid.

When a technician clocks in to the wrong repair order (RO), you can now correct their time card. As long as both orders are not in Closed status (the RO the technician clocked in to by mistake, and the one they should have clocked in to), you can now update labor lines on an employee’s time card. The update moves the labor line from one order to the other.

The Clone Unit page has a new option: Default Extended Warranty Start Date. This field works with the Default Extended Warranty field. The page also shows Default Extended Warranty Start Date as a new column.

The Default Extended Warranty drop-down list has four options. The program applies the option you select to the Default Extended Warranty Start Date field for all the units you selected to clone:

If you have Enable SSO (Single Sign-On) selected on the Settings Manager page, the program checks whether net profile users have the SSO Enabled tag. If the tag is set to True, then SSO allows user access. If the tag is set to False, then SSO denies user access.

Notes:

This method works the same as the previous process. The program decreases sending shop inventory and increases the destination shop inventory immediately upon closing the transfer.

The program allows a parts transfer order to remain in Open status until all parts have been added and are ready to go to the destination shop. This process also gives you additional information about shipping status and method of transportation until the parts arrive at the destination shop. Upon arrival at the destination shop, that shop can receive the parts and the transfer process is complete. The program then updates the destination shop’s inventory.

As part of the enhanced Parts Transfer process, these fields were added to the Parts Transfer page:

The Parts Transfer Listings page has new and renamed fields in the Filters section. This table lists all the available fields and their descriptions. Fields are listed in the order they appear on the page going from left to right and from top to bottom:

The New Parts Transfer Request pop-up window has new and updated fields. This table lists all the available fields and their descriptions. Fields are listed in the order they appear on the page going from left to right and from top to bottom.

Required field: *

Read-only field: §

The New Part Line pop-up window has these changes:

When you:

The program opens the New Parts Transfer Request Form on the Parts Transfer page instead of the old Part Transfer Entry pop-up window.

Completed program changes to support the new parts transfer methods: Immediate and In-Transit.

Completed changes to accounting transactions to support the new In-Transit parts transfer method.

When you select OK on the New Parts Transfer Request page, the program processes the request in one of two ways:

The Parts Transfer page now supports the multi-currency Average Cost functionality. When you set the Enable Multi-Currency Conversion Services Application option to YES, and the Source Shop and Destination Shop have different currency unit of measures (UOMs) defined, then program enforces the conversion factor for the Destination Shop currency UOM to convert the Source Shop cost for the parts to the Destination Shop cost for the parts. You can set the Enable Multi-Currency Conversion Services option by going to Setup > Options > Application Options > General.

The parts search process has been enhanced. You can find the advanced search in two places:

The Parts Transfer table now has sorting, filtering, and page persistence capabilities.

You can now edit line items in part transfer orders. Orders must be in OPEN status to use this feature.

Performance has been improved through the implementation of sorting, filtering, and dividing grids into pages.

The new Tracking Number field has a Copy button. Selecting Copy copies the tracking number to your clipboard. You can then paste the tracking number into the carrier’s package tracking page.

The parts transfer process has a new error message. The program shows the message when the Destination Shop does not have the part in their Shop Inventory. The message states: "WARNING: Selected part is not in the destination shop. Do you want to add Part partnumber to Shop shopid?"

The Requisition List page now shows an enhanced Parts Transfer window. Select any request and then select Transfer Parts:

The program now uses this method to determine a valid Inventory Account method for a destination shop. When a part is not available in the selected destination shop for a part transfer, the program determines the inventory account value based on this hierarchy:

On the Counts tab, you now have the option to see all inventory entries by selecting All in the Page Size drop-down list.

The page now clearly shows when inventory is processing.

Several changes were implemented to process physical inventory asynchronously:

A new asynchronous process was added to handle physical inventory data more efficiently.

The Add Parts to Location Inventory window has a new section: Shop Inventory. The section has two fields:

If you select YES, the list of parts returned EXCLUDES all Parts Catalogue parts that have been pushed to that Shop ID.

See TMT-321317 under Inventory menu > Parts Transfer.

When you merge parts (that is, merge part numbers), the program now:

TMT imports vendor parts from the TravelCenters of America Integration based on specific criteria.

TMT updates vendor part prices in the TMT Vendor Repair Order (VRO) based on criteria received from the TravelCenters of America Integration.

TMT will update the VRO part price from the Vendor Part Master if:

When creating or editing Part lines, the Create New Line pop-up window now gives you a clearer distinction between a part’s cost (what you paid for the part) and its price (what the recipient pays: the part cost plus markup, fees, and so on).

The Edit Line window pop-up window remains the same: the Price field is still available, and you can still edit it.

When you select a repair order that is in Closed status without an invoice, the page now shows the Generate Invoice button.

You can change the vendor and/or the remit vendor for a vendor repair order (VRO) from the Purchase Order Listing page.

The page has a new column: Image. The column shows a Y if the order has attachment, and an N if there are no attachments.

The page hides the column by default, but you can select it using the Edit Column Settings icon.

The program will now add discounts coming into TMT from the TravelCenters of America (TA) integration to the TMT VRO as a Fee line type. By default, the description will have the format: TA Discount - plus description from user-defined Fee. The program pulls the "description from user-defined Fee" from the Tax Rates & Fees page.

You must have a Default XREF (default cross-reference) set up in the TA integration for the Fee Charge Category. If you do not, when the TA integration sends the final work order details at the Finalized Approved status, it will fail. You will get an email stating, "Please map a valid Fee Charge Category code in the Default XREF."

If the TMT Fee Charge Category has a Default incoming value, and the category already has a Discount value in the Default XREF, the "Discount" value will take precedence.

The Vendor Part Search has these changes:

See TMT-320422 under Masters menu > Vendor Parts.

See TMT-320813 under Masters menu > Vendor Parts.

The RepOrder database table has a new column: IntegrationName. This is where program stores the integration name data. This column also determines whether the VRO is associated with an integration.

You now can email multiple closed invoices at once using Invoice Report Scheduler. You can create customer email schedules, and the program will run them daily, weekly, or monthly.

If you delete a customer, the program also deletes any schedule you have for that customer in Invoice Report Scheduler.

The columns in the Default Schedule and Customer Schedule tables have sorting, filtering, grouping, and hide/show options.

The program checks that the email addresses you enter in Invoice Report Scheduler use a valid email format.

You can select whether to show or hide inactive schedules in the Default Schedule and Customer Schedule tables.

The report and sub-report have these changes:

When you set the Use PM Due Calculation Job Application option to YES, the program runs the USP_TMWAMS_PMDUE_SYNC job before showing the report results. The job searches for units in the database that have the NEEDSRECALC flag set to Yes. If there are a large number of units with that flag, the job may cause a small delay before the program shows the report results. When the option is set to NO, the report lists PM Due records immediately.

You can set the Use PM Due Calculation Job option by going to Setup menu > Options > Application Options > Repairs.

The Scheduler has a new page: Invoice Report Scheduler. The page lets you set the program to email invoice reports automatically to the customer. You can add, edit, and delete customer schedules.

The page has two panes:

You can send invoices as emails automatically based on the schedules you define on the Invoice Report Scheduler page

If you have enabled invoice report emails for customer types such as Standard Customer, the program automatically sends these emails to new customers you create on the Masters > Customers page.

The Parts Transfer file path has been updated.

The Inventory node has a new option: Parts Transfer. You can use this setting to give users read, add, edit, and delete permissions to the Parts Transfer page.

The Create Users page has a new field: Is User SSO Enabled? If you select this field, the user will be able to single sign-on (SSO) to open the program. If you leave the field unselected, the user will have to use the regular log in process.

Note: This field is only available if you have selected Enable SSO on the Configuration menu > Settings Manager page. For more information, see TMT-319046 under Configuration menu > Settings Manager.

If you have an Administrator or Security Administrator user role, you can now unlock other user accounts with the new Unlock button.

If a user is locked out of the program:

There have been three changes to the Automatically Refresh Scheduler Screen Interval (Minutes) Application option:

The Application Options Inventory node has a new sub-node: Parts Transfer. The Parts Transfer sub-node has these options:

The Purchasing node option Do Not Allow Editing Price on Received PO has a new child option: Only Allow User to Edit Misc Lines on PO'. This child option is only available when you set Do Not Allow Editing Price on Received PO to YES.

This new child option is mutually exclusive with the other child option Only Allow User To Edit Non-Part Line Prices On PO. If both child options are set to YES, then, after receiving the purchase order, users cannot edit any Part lines, Tax lines, or so on, but they can add or edit a Misc line. This lets users expense any variance between the final invoice and the received total. Standard training best practices state that if there is a variance between the final invoice and the received total and you do not want to allow a variance in the inventory cost versus the purchase order cost for that part, you should expense the difference to the Misc line type.

The Allow Switching Between TTP Shops With Same Division Codes Application option has been renamed Restrict Division & Allow Switching Between TTP Shops With Same Region Codes.

The Maximum Allowable Shift Time In Hours Application option has been renamed Maximum Allowable Timecard In Hours.

The User node has a new option: Do Not Allow Comdata Request on Closed Orders. This option lets you set whether users can generate Comdata requests after orders are closed. This option applies to vendor repair orders and purchase orders that use the pay methods ECHECK and VCARD

The settings are:

You can map incoming values from TA to TMT values. This feature is based on the Repair Reason code set up in the TMT TA instance in the Default XREF node, for Repair Reason default.

A new field has been added: Connected Maintenance URL. This read-only field is auto-populated by default.

See TMT-319724 under Setup menu > Options > Application Options.

See TMT-318075 under Setup menu > Options > Application Options > Repairs.

See TMT-319668 under Setup menu > Options > Application Options > TTP > Log-in/Log-out.

You can add new group codes without getting an error message.

Under the Warranty Type node, the codes EXTENDED and NO WARRANTY now have the ACTIVE option set to YES by default.

The Export All Documents button works correctly. Selecting it lets you export documents to Quickbooks Online or your desktop.

TMT mapping with QuickBooks lets you export invoices correctly.

When you export data to Great Plains, TMT now converts lowercase or mixed case data to all uppercase (UPPERCASE). This is required by Great Plains standards.

The program executes the next run based on the set interval and start time. If an execution occurs at an irregular time, such as at half an hour, the IES console logic corrects the service once the date and time arrives for the next scheduled time interval.

The IES accounts payable (AP) export sends the correct invoice totals based on each individual receipt total.

When the IES Intercompany option is set to YES, the export process will get data from the proper Shop Division. The intercompany split transactions appear appropriately when retrieved. If the program finds a division that is not set as intercompany, the program treats the division as a multi-company and will not export it to IES until you set up the missing division.

The program no longer creates duplicate transactions when different vendors use the same purchase order number. The program handles each transaction correctly.

The TMT physical inventory prefix of INV has been changed to a suffix. For example, the order INV1234 will now appear as 1234INV. This lets the program recognize different order types when sending records to QuickBooks.

Adding a new Fee correctly creates repair invoice disbursements for vendor-supplied lines.

The Subquery function filters results correctly.

See TMT-319071 under Activities menu > Inquiries > Order Inquiries.

When you make a request in TTP, the TMT Parts Workstation Part Request window updates the Request Component column with the respective part component.

On the Add Part pop-up window of the Request Tab, the Part Type/Charge Category no longer defaults to Standard.

TTP shows the actual assignment from the parts catalog or shop inventory for any part type or charge category, instead of defaulting to Standard.

The program is now applying these two Payroll Application Options correctly:

The Shop Planner page shows all concurrently created plans along with the repair order.

The Shop Scheduler Day and Week views correctly show appointments with extended date ranges.

You can enter the shop and press TAB without getting a time-out error.

When using the Units on the Fly pop up window in Shop Scheduler and Shop Planner, the Make and Customer search pop-up window now open in the foreground.

Shop Scheduler shows appointments for the entire time they are active. For example, if you are looking at Shop Scheduler in DAY view, and there is a two-day appointment, Shop Scheduler shows the appointment on both days.

The Fix Tires window lets you type in or paste in the part number, then select the part that comes up. The new part replaces the old part on the tire position.

You can now see the Save and Reset buttons at the bottom of Fix Tires page.

When updating preventive maintenance items (PMs) while cloning a unit, the program now uses the target units meter IDs.

The Image Configuration tab of the Customize Site page now accepts file names ending in capital letters, such as JPG, JPEG, PNG, BMP, and GIF.

The app no longer shows incorrect translation text.

If you complete the From Date field, the program lists all records created on and after the From Date.

When you try to transfer local parts in Parts Transfer, the program shows the error message "Local parts cannot be transferred. Please select a Catalog part."

Serialized parts have assigned serial numbers. Non-serialized parts do not have linked serial numbers.

The program moves the cursor to the correct place in the Actual column of the Counts tab when the expected quantity is less than the actual quantity. If the actual quantity is greater than the expected, and the Cost Each column is available, the program moves the cursor to the Cost Each column when you press TAB or ENTER. If the actual quantity is greater than the expected, but the Cost Each column is hidden, the program moves the cursor to the next row Actual column from the current Actual row when you press TAB or ENTER.

You can filter data on the Counts tab without receiving the error message "Cannot perform runtime binding on a null reference."

Program performance for creating a parts transfer from the Requisition List page has been improved.

You cannot terminate an employee who has an open time card. If you try, the program gives you the error message "Employee is clocked in to order ordernumber on timecard timecardnumber, employee must be logged out of each in order to terminate."

When you are adding local parts to inventory, the program no longer shows you inactive parts on the Add Parts To Local Inventory pop-up window.

The Average Cost and Last Cost fields on the Cost tab of the Shop Inventory are not affected by adding or deleting a part line from an estimate.

The Cost History tab of Shop Inventory shows the credit order and increases the on-hand quantity in all the tabs for the direct sale invoices.

The Meters/Fluids tab in Units updates the Last Reading field according to data imported in the fuel data with utilization setup.

When you create new units, the program forces the License field to show and save the value in all capital letters. This happens whether you create the unit with the Master Units page or Create Unit on the Fly.

You can clone units with user fields longer than 12 characters without getting errors.

The Campaigns module lets you assign units without errors when the Invoicing module is turned off and the Customer value is not available.

Part lines show correct currency. Estimate reports that include part lines also show the correct currency.

The UDF label in the columns header now matched the UDF description in System Setup. You can set these labels in TMT by going to System Setup > Codekeys > User Fields > Unit.

The program does not allow supply parts on invoices if the Expense Supplies to Indirect Orders Application option is set to YES. You can find the Expense Supplies to Indirect Orders option by going to Setup > Options > Application Options > Purchasing.

If you delete a part line on a direct sales invoice, and that part goes back to inventory, it goes back as the part cost on the direct issue, not the adjusted price on the invoice part line.

When you adjust a part quantity on a repair invoice, the completed repair order (RO) uses the same quantity.

On the Invoice Detail report, you can see the Define Fields and Save Fields buttons when there are more user fields available on the User Fields tab.

See TMT-320395 under Masters menu > Shop Inventory.

Closing billable repair orders generates invoices correctly.

When using the Rebill option, the program retains the Unit ID and Customer fields values.

Whenever an invoice batch report is too large for the program to email, you get an error message letting you know that the attachment is too large to be emailed. The error message opens whenever a single file attachment is more than 28.6 MB or when multiple file attachments collectively total more than 28.6 MB.

The Vendors Search (binoculars icon) now works correctly.

You can tab through the fields in the Create Part Line pop-up window for a purchase order without the program shifting the cursor back to the purchase order heading.

The program saves and shows the received date/time for return receipts.

The program balances purchase orders accounts correctly when you edit backordered tax.

The program will not let you bypass purchase order approval. The program only approves purchase orders if the amount is within your authorized limit.

When the Directly receive to inventory option is set to YES, the program includes the freight in the cost history. The total cost of the part also uses the part cost plus freight amount. You can find the Directly Receive to Inventory option by going to Setup > Options > Application Options > Purchasing > Receiving.

The program includes the Fee line in the Receive Purchase Order pop-up window if the part uses the fee tax line, and the purchase order was created from Requisition List page.

Customers can back order all parts in a receipt without encountering issues. This includes parts in a part category where the Treat as Supplies option is set to YES.

The page loads faster.

The program uses the Check Date value from the Purchase Order page Invoice tab, not the default Check time.

The Component Code drop-down list now has a scroll bar.

The warning message "This part is covered under warranty. Print warranty part label?" now includes Cancel and OK buttons. The program shows this message for units with OEM warranties.

See TMT-318802 under Orders menu > Invoice.

The Repair Order page PMs tab on the RO page shows all PMs due instead of stopping 10. If the PMs do not all fit on the page, the tab provides a scrollbar.

The program completes the Bill To Customer field correctly.

You can expand the columns in the Add Template Section pop-up window. Sorting and filtering also function correctly.

When the TA integration approves a vendor repair order (VRO), the Repair Orders Listing page reflects those details as well. The VRO row color changes from orange (needs approval) to white or blue (approved).

The Prompt for GL account on PO lines and Prompt for GL account on PO Header Application options control how the Vendor Repair Order header and the Account field on the Edit Line pop-up window show account drop-down lists. The Account is applicable to the line items for parts, labor, and services.

Here is how the two options work together: If:

You get to the Prompt for GL account on PO lines and Prompt for GL account on PO Header Application options by going to Menu > Setup > Application Options > Accounting.

The program does not update the Last Done date for a PM component if the Completed Date is older than the most recent Last Done date.

If the Remit To Vendor field on a vendor repair order is empty, the program automatically completes the field with the default Remit Vendor value from the Vendors Master page. In addition, the program updates the Pay Method in accordance with the creation page’s Remit to Vendor. The program only updates the Pay Method if you save the header while that field is empty; otherwise, the program does not update the field but lets you edit it manually.

The program removes EMAILAUDIT records properly when you reopen the corresponding repair order.

When directly receiving parts to a repair, you can set that section to PENDING. The program will add those parts to the new future repair.

The program lets you enter a vendor’s invoice even if the Invoice Date is after the VRO Completed Date.

You no longer get an invoice date error the date you enter is within the opened and closed/completed range.

The report can now show a VIN up to 20 characters in length on one single line.

The program matches pick list definitions based on the parameters you set only. The program is no longer matching just on the component code.

The page correctly shows repair orders in the grid while you move the Description column.

See TMT-319396 under Orders menu > Purchase Orders Listing.

The saved page state remains when you change filter parameters and select Search.

All SSRS reports that include unit user-defined fields (UDFs) now show the UDF description of the UDF field setup from the System Setup page. You open the System Setup page by going to Menu > Setup > System Setup.

The change affects these reports:

Different users can use the same report name. The program only restricts you from naming two reports the same name for yourself.

The Account Export Batch Detail report no longer adds additional dates in the parameters.

The report shows the labor cost.

The report correctly shows the difference between the employee’s estimated time and actual time worked.

The report returns all lines correctly.

The report summary now totals positive and negative values correctly. This update also affects all order types, invoices, and these reports:

The Tires folder has been renamed Tires (Tire Module Only). You can only use these reports if you have the Tire Module installed in module license page.

You can run the report without getting errors caused by the part number limit.

When you delete a user, the program deletes everything but the user name. This is necessary for reporting purposes.

If you then create a new user with the same name as the deleted user, the program gives you an error message that user names must be unique, including how the user name is capitalized. The program then gives you a choice: You can reactivate the deleted user with the original capitalization, or you can create a new user with a different user name.

The program loads the import page without errors.

The Vendor Repair Order preserves the pay method correctly. It does not change after you generate a card request.

When you set the IES SERVICE_SCHEDULE Integration Option Use OrderId Instead of OrderNumber to YES, Accounts Receivable (AR) correctly uses the OrderId.

The program correctly saves the QuickBooks Integration Options when you select Save on the Connections page.

On the Price Tables page Misc Fees tab, you can enter decimals in the Min Amount and Max Amount fields. The fields observe the Currency UOM settings for number of decimals.

You can access price tables to set up warranty claims without having the Invoice module. You can access the page if you have the Warranty module or the Invoice module.

The Approve PO tile is available if:

See TMT-311725 under Tiles menu > Parts Manager Tile.