TruckMate 2025.1 New Features: Back Office

Required upgrade (TM-173710)

TruckMate 2024.1 and later requires DB2 version 11.5.9.

You must upgrade your instance of DB2 to this version before upgrading TruckMate.

General

Added SFTP support (TM-172014)

Secure File Transfer Protocol (SFTP) is required for more services as security becomes more important across the industry.

TruckMate has been updated to:

  • Allow you to use SFTP wherever FTP is currently supported.

  • Allow you to load a public key (ssh keygen format) per connection, with or without a passphrase.

The modules in TruckMate that used to only have FTP support that now have SFTP support include:

  • billltl

  • BILLLTLExcel

  • BillLTLPrintSvc

  • cardimport

  • edicommgrsetup

  • exportwiz

  • MadServiceHost/MadWinServiceHost

    • BreakThroughFuel

    • EDIComMgr

    • Export

    • ExportWiz

    • RMIS

    • Scheduler/Dawg

    • Custom/ArmourExport

    • Custom/CarlileExport

    • Custom/CustomImport

    • Custom/PashaOrderExport

    • Custom/PashaOrderImport

    • Custom/TraderJoeVendorImport

  • profile

  • tmi

  • WatchDawg

Updates to financial API (TM-173074)

Art Server Administrator (ARADMIN.EXE) has a new Finance service with many new endpoints. Some existing endpoints have also been changed for the Master Data service.

A new license 69200 is required to use the Finance module.

The tables that are affected are grouped based on functionality:

Driver pay and driver deductions (Driver Pay Audit, Customer Service, Trip Envelope Processing, Dispatch)

There is a new centralized Delphi library module that these applications use to insert, update, and delete the following tables. It is shared by ART to keep them consistent.

TB:DRIVERPAY

  • POST/finance/driverPayments

  • PUT/finance/driverPayments/{driverPaymentId}

  • GET/finance/driverPayments

  • GET/finance/driverPayments/{driverPaymentId}

  • DELETE/finance/driverPayments/{driverPaymentId}

TB:DRIVERDEDUCTIONS

  • POST/finance/driverDeductions

  • PUT/finance/driverDeductions/{driverDeductionId}

  • GET/finance/driverDeductions

  • GET/finance/driverDeductions/{driverDeductionId}

  • DELETE/finance/driverDeductions/{driverDeductionId}

Pay contracts (Driver Pay Contracts)

Because these endpoints are only GET, no centralization was done.

TB:DRV_PAYCODES

  • GET/finance/driverPaymentCodes

TB:DRV_DEDCODES

  • GET/finance/driverDeductionCodes

Instant Checks

There is a new centralized module that Instant Checks uses to insert, update, and delete the following tables. It is shared by ART to keep them consistent.

TB:CHECK_MSTR

  • POST/finance/checks

  • PUT/finance/checks/{checkId}

  • GET/finance/checks

  • GET/finance/checks/{checkId}

  • DELETE/finance/checks/{checkId}

TB:CHECK_MSTR_BILL

  • POST/finance/checks/{checkId}/bills

  • PUT/finance/checks/{checkId}/bills/{checkBillId}

  • GET/finance/checks/{checkId}/bills

  • GET/finance/checks/{checkId}/bills/{checkBillId}

  • DELETE/finance/checks/{checkId}/bills/{checkBillId}

Tax Calculation Configuration

There is a new centralized module that Tax Calculation Configuration uses to do validation on this table.

TB:TAX_RATES

  • POST/finance/taxes/{taxId}/taxRates

  • PUT/finance/taxes/{taxId}/taxRates/{taxRateId}

  • GET/finance/taxes

  • GET/finance/taxes/{taxId}/taxRates

  • GET/finance/taxes/{taxId}/taxRates/{taxRateId}

  • DELETE/finance/taxes/{taxId}/taxRates/{taxRateId}

Accounts payable vendor payments

Because this endpoint is only GET, no centralization was done.

  • GET/finance/vendorPayments

Master Data client changes

  • POST /clients
    Added creditLimit field.

  • PUT /masterData/clients/{clientId}
    Added CreditLimit.

  • GET /clients
    Added creditLimit and creditBalance fields to response.

  • GET /clients/{clientID}
    Added creditLimit and creditBalance fields to response.

Added customer-specific shipping instructions (TM-173134)

Previously, shipping instructions were global values that apply to every client. This did not always scale sufficiently. For example, freight might be dispatched to terminals that are not familiar with the shipment.

Now you can create customer-specific instructions that follow freight as it moves through your system. To support this feature, changes were made to:

Master Data API endpoints have been added. These endpoints allow customer-specific instructions to be configured from outside TruckMate. GET, POST, PUT, and DELETE requests are available.

The API endpoints.

The POST methods under Orders API have additional validation. This validation makes sure that the shipping instructions being added to the order are valid for the shipper or consignee.

Customer & Vendor Profiles

In Customer & Vendor Profiles, the Shipping Instructions tab now has a grid.

The Shipping Instructions grid.

If the Customer Specific option is set to False, this grid only shows global shipping instructions. Set the Customer Specific option to True to enable customer-specific instructions.

You can add, edit, and delete customer-specific shipping instructions from this grid. You cannot add or delete global shipping instructions from this grid.

You can edit the Default, User Condition, and Overridable columns.

Select any of the checkboxes in the Applies to Filtering pane to filter the grid by Pickup, Delivery, or Other.

Select Add Existing to copy an existing global shipping instruction and make it customer-specific.

Codes Maintenance

On the Accessorial Charges tab in Codes Maintenance, there is a grid where you can create accessorial charges. In this grid, you can select a Client ID and shipping instructions for the accessorial charge.

If a client ID has customer-specific shipping instructions, those appear instead of the global shipping instructions when you select Ship Instruction ID.

The Ship Instruction window.

If a detail row has multiple client IDs that use a mix of global and customer-specific shipping instructions, the system can not determine which type of shipping instruction to use. This causes an error when you try to add shipping instructions.

Customer Service

The Standard Shipping Instructions window now shows instructions based on the pickup and delivery client.

If both clients use global shipping instructions, the window shows one panel with all the global instructions.

If either client has customer-specific instructions, the window shows instructions specific to each client. In this example, the Pickup Instructions pane shows the pickup client’s customer-specific instructions. The Delivery Instructions pane shows the global shipping instructions:

The Shipping Instructions window with a panel for each company.

Order Preprocessor

The Shipping Instructions tab in Order Preprocessor has the same user interface changes as Customer Service. If either party has customer-specific shipping instructions, the Pickup Instructions and Delivery Instructions panes show each customer’s instructions.

The Shipping Instructions tab with a panel for each company.

Added SLM Delivery Date for 42B payload (TM-176912)

An SLM Service Delivery Date has been added to the response payload of orders API. This allows the data to be exported to an external system through the Trimble Cloud Export service.

AP Invoice Entry and Customer Service

Import Resource Type and Resource ID from TMT (TM-169722)

The TMT Fleet Maintenance integration can now include Resource Type and Resource ID information when importing invoices from TMT into TruckMate. This applies to Payable Repair Invoices and Receivable Invoices.

AP Invoice Entry shows the resource information on the Expense tab line items.

The Resource Type and Resource ID fields.

Customer Service shows the resource information in the billing notes.

The Notes window.

The Unit Type maps to the one-character Resource Types as they are defined in GL Journal Entries:

  • Container (C)

  • Misc. Equipment (E)

  • Power Unit (P)

  • Trailer (R)

Customer & Vendor Profiles

Centralized validation logic for deleting a profile (TM-179429)

The validation logic for deleting a client profile has been centralized to a library module. Both the Customer & Vendor Profile application and the API now share the same logic.

The centralized validation logic does not include the validation when the app config PROFILE.EXE - Audit/Vet Client Changes is set to either Auditing Only or Both Auditing and Vetting.

Customer Service

Added audit filter (TM-176259)

A checkbox called No Audit has been added to the Status tab.

The No Audit checkbox.

Select this checkbox to hide AUDIT status codes when you view the Status History grid.

Added ability to send orders to Tender Evaluation (TM-173989)

You can now send orders to Tender Evaluation. Tender Evaluation is a service that looks at a shipment and compares it to industry data. This helps you decide if you should accept an order and how to price it.

The Tender Evaluation page.

To evaluate one order:

  1. Open Customer Service.

  2. Open the freight bill you want to send to Tender Evaluation.

  3. Right-click a blank area of the page. The shortcut menu opens.

    A shortcut menu with the Tender Evaluation option.

  4. Select Tender Evaluation. A confirmation window opens.

    A confirmation window that says: Send this freight bill to Tender EValuation service. Do you want to continue?

  5. Select Yes. An information window opens that shows if the freight bill was sent to Tender Evaluation successfully.

    An information window that says: Tender Evaluation of 1 freight bill(s) complete. Successes: 1. Failures: 0.

  6. Select OK.

To evaluate multiple orders:

  1. Open Customer Service.

  2. Select The Filter icon. Filter. A freight bill grid opens.

  3. Select Filter Setup and filter for the freight bills you want to send to Tender Evaluation.

  4. Right-click in the grid. The shortcut menu opens.

    A shortcut menu with the Tender Evaluation option and three sub options.

  5. Go to Tender Evaluation and select one of the following:

    • Evaluate This One

    • Evaluate Selected

    • Evaluate All

      A confirmation window opens.

      A confirmation window that says: You have selected 17 freight bill(s) but 4 are ineligible for Tender Evaluation. Only the eligible freight bill(s) will be sent. Do you want to continue?

  6. Select Yes. An information window opens that shows if the freight bills were sent to Tender Evaluation successfully.

    An information window that says: Tender Evaluation of 13 freight bill(s) complete. Successes: 2. Failures: 11.

Updated interline payable contacts logic (TM-177751)

The way client ID information populates when doing a customer match in Customer Service has been updated.

Previously, if there was no client ID on the Pickup At and Care Of Delivery panes of the Contacts tab, the system would default to using addresses based on zone codes. No additional data was copied if the client ID was blank.

Now, if the client ID is not populated, the system checks for the following information:

  • Name

  • Address 1

  • Address 2

  • City

  • Province

  • Postal Code

  • Country

  • Phone or fax

If any of this information is present, it is copied onto the I/P > Contacts tab.

In this example, the client ID is blank on the Contact tab, but the other available contact information that is populated is copied to the I/P > Contacts tab:

The Contacts tab.

The I/P tab.

As a part of these changes, the Phone dropdown list now also includes Fax as an option.

Driver Pay Audit

Limited the exchange rate options (TM-177380)

You can now only select one exchange rate option when doing currency transfers.

You can either enter a value in the Exchange Rate field or select the Use Driver Exchange Rates checkbox. When you use one option, the other becomes unavailable.

The Currency Transfer window with a value in the Exchange Rate field.

The Currency Transfer window with the Use Driver Exchange Rates checkbox selected.

Fuel Card Data Import

New file format for Enterprise Diesel Solution (TM-179087)

A new CSV import file format called EDS CSV has been added for Enterprise Diesel Solution.

The Select Import Type window with the EDS CSV format selected.

This feature requires license 33084.

Fuel Card Data Import with EDS CSV showing as True.

Fuel Card Data Import and Fuel Tax Trip

Added DX Fleet import format (TM-178647)

A new fuel card import format called "DX Fleet" has been added. This format requires license 33085. This format allows truck/trailer fuel purchases to be imported into TruckMate’s fuel tax module.

In Fuel Card Data Import, truck fuel transactions are imported as Power Unit Fuel. Trailer fuel transactions are imported as Reefer Fuel.

The DX fleet format in Fuel Card Data Import.

The DX fleet format in Fuel Tax Trip.