Menu and toolbar options

This topic describes menu and toolbar options that are used across Multi Mode Dispatch.

Common shortcut menu options

These shortcut menu options appear across Multi Mode Dispatch. Right-click any grid to access its shortcut menu. Here is an example of a shortcut menu:

A shortcut menu.

Data in Multi Mode Dispatch usually appears in grids. See Grid controls for more information about standard TruckMate grid features, such as how to sort grids.

Menu option	Description
Attach/Open Related Files	Opens a file attached to this trip or attaches a file to this trip.
Freight Board Interface	Has several options, depending on if it is accessed from a trip grid or a freight bill grid. Trip grid: Post Truck Cancel Truck Freight bill grid: Post Load Cancel Load
Call Command Center	Opens the Command Center application. This option only appears if it has been set up in Codes Maintenance.
Copy	Copies the details of the selected entry.
Save Grid Contents to File	Saves the text contents of the grid in one of two formats: A text file (.TXT) viewable in a text editor like Notepad. A comma-delimited file (.CSV) viewable with spreadsheet applications like Excel.
Copy Grid Contents to Clipboard	Copies the grid contents so they can be pasted into a spreadsheet program such as Excel.
Find/Locate Text	Searches for text in the grid.
Show Grid’s SQL	Displays the SQL query used to populate the grid.
Navigate	Moves between records on the grid: First Prior Next Last
Layout	Provides access to Grid Customizer features. Use these to: Change column header labels. Remove columns from the grid. Make changes to the column order. See Creating custom grid profiles for details.

Menu option

Description

Attach/Open Related Files

Opens a file attached to this trip or attaches a file to this trip.

Freight Board Interface

Has several options, depending on if it is accessed from a trip grid or a freight bill grid.

Trip grid:

Post Truck
Cancel Truck

Freight bill grid:

Post Load
Cancel Load

Call Command Center

Opens the Command Center application.

This option only appears if it has been set up in Codes Maintenance.

Copy

Copies the details of the selected entry.

Save Grid Contents to File

Saves the text contents of the grid in one of two formats:

A text file (.TXT) viewable in a text editor like Notepad.
A comma-delimited file (.CSV) viewable with spreadsheet applications like Excel.

Copy Grid Contents to Clipboard

Copies the grid contents so they can be pasted into a spreadsheet program such as Excel.

Find/Locate Text

Searches for text in the grid.

Show Grid’s SQL

Displays the SQL query used to populate the grid.

Navigate

Moves between records on the grid:

First
Prior
Next
Last

Layout

Provides access to Grid Customizer features. Use these to:

Change column header labels.
Remove columns from the grid.
Make changes to the column order.

See Creating custom grid profiles for details.

Pickups menu

The Pickups menu.

Menu option	Definition
Create New Pickup	Opens the Short Form Pickup Entry window.
Clear Pickup Summary Selection	Clears any selected records from the Freight > Pickups tab.
Refresh	Refreshes the Freight > Pickups tab to reflect any changes.
Filter	Opens the Freight Bills Filters window.
Clear Filter	Clears any custom filters applied to the Freight > Pickups grid.
Map Pickups	Opens Trimble Map View with all your scheduled pickup locations highlighted.
Print Pickup Route Summary	Opens the Report Selection window where you can select and print the Pickup Route Summary report. (cityd_pu_route_summary.rpt) For more details on reports in TruckMate, see Crystal Reports Reference

Menu option

Definition

Create New Pickup

Opens the Short Form Pickup Entry window.

Clear Pickup Summary Selection

Clears any selected records from the Freight > Pickups tab.

Refresh

Refreshes the Freight > Pickups tab to reflect any changes.

Filter

Opens the Freight Bills Filters window.

Clear Filter

Clears any custom filters applied to the Freight > Pickups grid.

Map Pickups

Opens Trimble Map View with all your scheduled pickup locations highlighted.

Print Pickup Route Summary

Opens the Report Selection window where you can select and print the Pickup Route Summary report. (cityd_pu_route_summary.rpt)

For more details on reports in TruckMate, see Crystal Reports Reference

Deliveries menu

The Deliveries menu.

Menu option	Definition
Clear Delivery Summary Section	Clears all information from the delivery summary section.
Refresh	Refreshes the Deliveries tab to reflect any changes.
Filter	Opens the Freight Bills Filters window.
Clear Filter	Clears any custom filters applied to the Deliveries grid.
Map Deliveries	Opens Trimble Map View with all your scheduled delivery locations highlighted.
Print Delivery Route Summary	Opens the Report Selection window where you can select and print the Delivery Route Summary report. (cityd_del_route_summary.rpt)

Menu option

Definition

Clear Delivery Summary Section

Clears all information from the delivery summary section.

Refresh

Refreshes the Deliveries tab to reflect any changes.

Filter

Opens the Freight Bills Filters window.

Clear Filter

Clears any custom filters applied to the Deliveries grid.

The Map Deliveries icon. Map Deliveries

Opens Trimble Map View with all your scheduled delivery locations highlighted.

Print Delivery Route Summary

Opens the Report Selection window where you can select and print the Delivery Route Summary report. (cityd_del_route_summary.rpt)

Trip menu

The Trip menu.

Menu option	Definition
Optimize Trip	Opens Load Optimizer.
Load Offer	Sends a load offer macro to the driver to review or accept. You can also send other macros or a free form message. The message goes through Mobile Dispatch to the mobile device installed on the power unit assigned to the trip. If a power unit has more than one mobile device, you are prompted to choose which one to send the load offer. If there is more than one load offer macro, you are prompted to choose which macro to send. The load offer macro is configured in Communication Macro Setup and displayed on the Load Offer window.
Filter	Opens the Filter Trips window, which allows you to create field-specific or SQL-based custom filters for the trip grid. A default filter can be set for each of the Active Trips Section grids in Security Setup > Security > Business Events > Filters.
Clear Filter	Clears any custom filters applied to the trip grid.
Match Driver	Opens the Select Driver ID window with every driver’s ID code, location, and status. You can then select a driver to assign to the trip. Driver IDs are maintained in Driver Profiles.
Match Power	Opens the Select Power Unit window with every power unit’s ID code, location, and status. You can then select a power unit to assign to the trip. Power unit codes are maintained in Power Unit Profiles.
Match Trailer	Opens the Select Trailer window with every trailer’s ID, location, and status. You can then select a trailer to assign to the trip. Trailer codes are maintained in Trailer Profiles.
Match Chassis	Opens the Select Chassis window with every chassis’s ID, location, and status. You can then select a chassis to assign to the trip. Chassis codes are maintained in Trailer Profiles.
Match Container	Opens the Select Container window with every container’s ID, location, and status. You can then select a container to assign to the trip. Container codes are maintained in Container Profiles.
Match Freight Bill	Opens the Quick match Freight Bill window. Select the Bill Number field and enter the freight bill’s number to assign it to the trip.
Map Trips	Opens Trimble Map View with geographic details for all selected trips.
Copy Trip	Opens the Copy Trip window where you can make copies of a selected trip. In this window you can: Choose how many copies to make. Change the Start Zone or End Zone. Choose which parts of the freight bills to copy.

Menu option

Definition

Optimize Trip

Opens Load Optimizer.

Load Offer

Sends a load offer macro to the driver to review or accept. You can also send other macros or a free form message. The message goes through Mobile Dispatch to the mobile device installed on the power unit assigned to the trip.

If a power unit has more than one mobile device, you are prompted to choose which one to send the load offer. If there is more than one load offer macro, you are prompted to choose which macro to send.

The load offer macro is configured in Communication Macro Setup and displayed on the Load Offer window.

Filter

Opens the Filter Trips window, which allows you to create field-specific or SQL-based custom filters for the trip grid.

A default filter can be set for each of the Active Trips Section grids in Security Setup > Security > Business Events > Filters.

Clear Filter

Clears any custom filters applied to the trip grid.

Match Driver

Opens the Select Driver ID window with every driver’s ID code, location, and status. You can then select a driver to assign to the trip.

A window with a list of drivers and their information.

Driver IDs are maintained in Driver Profiles.

Match Power

Opens the Select Power Unit window with every power unit’s ID code, location, and status. You can then select a power unit to assign to the trip.

Power unit codes are maintained in Power Unit Profiles.

Match Trailer

Opens the Select Trailer window with every trailer’s ID, location, and status. You can then select a trailer to assign to the trip.

Trailer codes are maintained in Trailer Profiles.

Match Chassis

Opens the Select Chassis window with every chassis’s ID, location, and status. You can then select a chassis to assign to the trip.

Chassis codes are maintained in Trailer Profiles.

Match Container

Opens the Select Container window with every container’s ID, location, and status. You can then select a container to assign to the trip.

Container codes are maintained in Container Profiles.

Match Freight Bill

Opens the Quick match Freight Bill window. Select the Bill Number field and enter the freight bill’s number to assign it to the trip.

The Map Trips icon. Map Trips

Opens Trimble Map View with geographic details for all selected trips.

Copy Trip

Opens the Copy Trip window where you can make copies of a selected trip.

In this window you can:

Choose how many copies to make.
Change the Start Zone or End Zone.
Choose which parts of the freight bills to copy.

A window that shows the selected trip and options for which parts of its freight bill to copy.

Window menu

The Window menu.

Select Window to access related TruckMate programs:

Tools menu

The Tools menu.

Menu option	Definition
Reload Application Settings	Reloads these settings: Configuration Options Reloads your current Application Configurator settings for Multi Mode Dispatch. Only config options that relate to application logic will be updated. Configuration options related to default selections (such as flags being checked or unchecked) will not update. These configs are only checked when you load the application. Security Settings To improve performance during lookups, TruckMate caches security data. This function flushes the security cache. Screen Design DBGrid Setting When TruckMate starts, it creates a global cache for storing database grid settings. The cache is populated when a grid is accessed for the first time. Each time the grid is accessed afterward, the settings are read from the cache instead of the database. This function clears the cache. Quick Filters One of the types of Quick Filters are "dynamic checklist Quick Filters". These filters generate a list using an SQL query. This means that, as records are changed or updated in TruckMate, the list can change while you are using the filter. This function refreshes all the currently applied Quick Filters. This reloads the lists for all dynamic filters, and any settings that were checked remain checked.
Terminal Select	Changes the terminal you are viewing.
Driver Pay Information	Opens the Driver Pay Information window.
Generate Trips from Schedule	Opens the Generate Trips from Schedule window.
Edit Trip Schedules	Opens the Trip Schedules window.
Booking Numbers	Opens the Booking Numbers window.
Match Bills to Scheduled Trips	Matches all freight bills created from LTL quotes to scheduled trips. A warning window will appear requesting confirmation.
LTL Daily Quotes	Opens the Daily LTL Quotes for terminal window.
Show Reefer Alarms	Opens the Reefer Alarms window. Select Show Map to find the trailer with an alarm. Select View Reefer Events in the shortcut menu to open the Reefer Events for Trailer window with all the event’s details.
Schedule View	Opens Schedule View .
Trimble Map View	Opens Trimble Map View.
Export to Direct Route	Exports current pickups and deliveries to Appian Direct Route. An XML file is generated that can then be imported in Appian Direct Route. Once done, Direct Route returns the result in XML format to a TruckMate web service. TruckMate then translates the XML file by assigning freight bills to trips and legs as optimized by Direct Route.
Interactive Mileage	Opens the Interactive Mileage Lookup window.

Menu option

Definition

Reload Application Settings

Reloads these settings:

Configuration Options
Reloads your current Application Configurator settings for Multi Mode Dispatch.

Only config options that relate to application logic will be updated. Configuration options related to default selections (such as flags being checked or unchecked) will not update. These configs are only checked when you load the application.
Security Settings
To improve performance during lookups, TruckMate caches security data. This function flushes the security cache.
Screen Design
DBGrid Setting
When TruckMate starts, it creates a global cache for storing database grid settings. The cache is populated when a grid is accessed for the first time. Each time the grid is accessed afterward, the settings are read from the cache instead of the database. This function clears the cache.
Quick Filters
One of the types of Quick Filters are "dynamic checklist Quick Filters". These filters generate a list using an SQL query. This means that, as records are changed or updated in TruckMate, the list can change while you are using the filter.

This function refreshes all the currently applied Quick Filters. This reloads the lists for all dynamic filters, and any settings that were checked remain checked.

Terminal Select

Changes the terminal you are viewing.

A window with a dropdown list of terminals.

Driver Pay Information

Opens the Driver Pay Information window.

Generate Trips from Schedule

Opens the Generate Trips from Schedule window.

Edit Trip Schedules

Opens the Trip Schedules window.

Booking Numbers

Opens the Booking Numbers window.

Match Bills to Scheduled Trips

Matches all freight bills created from LTL quotes to scheduled trips. A warning window will appear requesting confirmation.

LTL Daily Quotes

Opens the Daily LTL Quotes for terminal window.

Show Reefer Alarms

Opens the Reefer Alarms window.

The rt

Select Show Map to find the trailer with an alarm.

Select View Reefer Events in the shortcut menu to open the Reefer Events for Trailer window with all the event’s details.

Schedule View

Opens Schedule View .

Trimble Map View

Opens Trimble Map View.

Export to Direct Route

Exports current pickups and deliveries to Appian Direct Route.

An XML file is generated that can then be imported in Appian Direct Route. Once done, Direct Route returns the result in XML format to a TruckMate web service. TruckMate then translates the XML file by assigning freight bills to trips and legs as optimized by Direct Route.

Interactive Mileage

Opens the Interactive Mileage Lookup window.