CONBILL.EXE to CSERVE.EXE

1st Field on Insert

Acc Ch Min

When set to 'True', the Customer Service > Acc Charge Tab will show the actual Accessorial quantity in the 'Quantity' field when the 'Min/Max' field has been set to 'True'. Default is set at 'False' (when 'Min/Max' charge is applied, the quantity changes to '0').

Add Leg With From=To

This option will only work when the 'Add Xstops as Legs' option is set to 'True'. When set to 'True', Trip legs will be added with the same value in the 'From' and 'To' fields. Default is set at 'False'.

Add Units in Details

Add XStops as Legs

When creating Orders and Trips from quotes that contain XStops, this option allows two procedures. If set to 'True', a quote that contains XStops will be assigned a new Leg, for each XStop. If set to 'False', the XStop data of the quote will be ignored, and separate Trips will be created for each XStop. Default is set at 'False'.

Addr Zone Validation

This option, when set to 'True' will use the Mileage Server program’s address validation functionality as normal. When set at 'False' the address validation is not invoked if the address' Zone is changed and when it is invoked it does not update the Zone.

Adjust Bill Dates

This allows a user to copy a Freight Bill using the pick-up information, which defaults to today’s date. Default is set at 'True'. If set at 'False', will copy original dates.

Adjust Quote Dates

This allows a user to copy a Freight Bill using the pick-up information, which defaults to today’s date. Default is set at 'True'. If set at 'False', will copy original dates.

Allow A/R and I/P GL to different GL periods

Allow Approve of Locked Bill

Allow Batch Overlaps

When set to 'True', will allow multiple overlaps when creating orders from quotes with date ranges. Default is set to 'True'.

Allow Copy Into Bill

Setting this option to 'True' will allow you to copy Detail information from one Freight Bill to another. For example, once in the Customer Service program, and viewing a Freight Bill with detail information completed, you should be able to copy the Detail information from the current Freight Bill into another existing Freight Bill, or into a manually entered new Bill number. Default is set at 'False'.

Allow Copy of Unapproved Quotes

Allow Delete of New IP on Freight Bill Cancel

Allow Edit of Locked bill

The default value of this option is 'False'. If the value is set to 'True', the user will be allowed to edit bills that are Locked or has Split status.

Allow Editing Child Bill If Parent Is Consolidated

If you set this option to 'True', TruckMate will allow you to edit a Child Bill even if the Parent Bill is already consolidated. The default value of this option is 'False', in which case, TruckMate will NOT allow you to update a Child Bill if the Parent Bill is consolidated.

Allow Inactive Res

This option, when set to 'True', will allow you to assign Dispatch resources (Power Units, Trailers, Drivers, Misc. Equipment, etc.) to Freight Bills even if they are set to Inactive ('Active' flag unchecked in their respective Profiles Module application). When set to 'False' (default) the User will not be allowed to assign Inactive resources to a Freight Bill.

Allow Manual Add

Allows users to manually add Freight Bill numbers. Instead of a computer generated Freight Bill number, the user can enter the <Ctrl><M> hot key combination and then type in a Freight Bill number. Set this to 'True' to enable this feature and to 'False' to disable. This function works only in conjunction with hot key previously mentioned.

Approve Quotes

This option, when set to 'True', will force Quotes to 'APPRVD' (Approved) status automatically at the time of creation. When set to 'False', the User will have to approve the Quote manually. Default is set at 'True'.

Approve Updt Status

Default is set at 'True'. Previously, upon approval of a Freight Bill, the status in the Customer Service program reflected that approval. However, sometimes a customer wants to send out a bill before the invoice has been dispatched, and updating the current status would remove it from current status. Now, a new Application Configuration option from the Customer Service (CSERV.EXE) program is available allowing you to 'Approve Updated Status'. The default is set at 'True' but if you set this option to 'False', you can approve the Freight Bill, move it through the billing process but the current status will remain 'Active' as opposed to 'No Longer Active'.

Appt Required Flag

This option is used to interface Veltion Webservices software with the Customer Service program. In order to successfully interface with Veltion, this option must be set to 'True'.

Attach Freight Bill to Trip on Post

This option, when set to 'True', will allow the User to automatically attach a Freight Bill to a Dispatch Trip when the User clicks the 'Post' button in the Customer Service program. When 'Post' is selected, a small window will appear, prompting the User to enter a Dispatch 'Trip #' to attach the Freight Bill to. Default is set to 'False' (do not automatically attach Freight Bill to Trip on Post).

Auditing Credit Limit

When set to 'True', Customer Service will log bill information into the TRANS_AUDIT table for pop-up credit warning notes. Default is set at 'False'.

Auto Approve IP on FB Approval

The default value of this option is 'True', in which case the IP records assigned to the freight bill will be approved (their status will be changed from 'N' to 'S') when the freight bill is approved. If on the other hand, this option is set to 'False', the user would have to use the IP Audit program in order to approve the IP GL record, after the freight bill has been approved.

Auto Determine I/P

When set to 'True', automatically determines Interliners upon the save of a Freight Bill. Default is set at 'False'.

Auto Driver Notes

When set to 'True', Caller, Shipper and consignee pop up notes will appear in the driver notes when a freight bill is saved in the Customer Service program. Any existing note following a '===' marker will be kept. Any note preceding that marker will be deleted and replaced with the Caller, Shipper and Consignee info. Default set at 'False'.

Auto Post on Copy

In the Customer Service program, the Copy function has the option to automatically post the copied Freight Bill. If this option is set to 'True', the checkbox for automatic posting will be checked by default. If this option is set to 'False', the box will not be checked.

Auto Post When Saving Bill

If this value is set to 'True', a Freight Bill will automatically be posted when the user clicks the topmost 'checkmark' button to save the Freight Bill (SAVE_TLORDER procedure). This effectively disallows the system from creating 'NA' Freight Bills when enabled. Default is set at 'False'.

Auto Zone Creation

If this value is set to 'True', new zone codes can be created 'on the fly' in the Customer Service program (in the Start Zone and End Zone fields). If this value is set to 'False', new zone codes will not be created.

Auto-Set CSA Flag

Bill Date Default

Allows you to determine what the Default Bill Date will be on Freight Bills when 'Approved' on the Billing Tab. Available billing date options are: Now (current date), Pick (pickup-by date), Delv (delivery date), ActPick (actual pickup date), ActDelv (actual delivery date), Stmt (statement date), and Custom (function CUST_GET_DEF_BILL_DATE will be used to get default bill date). Default is set at 'Now'. When set at 'Now', the Customer Service program will use the Date entered into the 'Process Date' field on the Billing Tab as its global Billing Date for that Customer Service session.

Bill Date Default - Credit

This config has the same functionality and value as the 'Bill Date Default', but allows you to set the default Billing Date of 'Credit' Freight Bills (created via the 'Credit / Rebill' button on the Customer Service program > Billing Tab).

Bill Date Default - Rebill

This config has the same functionality and value as the 'Bill Date Default', but allows you to set the default Billing Date of 'Rebill' Freight Bills (created via the 'Credit / Rebill' button on the Customer Service program > Billing Tab).

Bill To Recalculate

Once the 'Bill To' is assigned, should the system recalculate 'Bill To' from Bill_To flag? This option if set to true (Default Value) will lead the system to do just that, if on the other hand this option is set to 'False'; assigning a 'Bill To' will not lead to any re-calculation.

Calc Manual Discount

When set to 'True', calculates discount amount for manually rated detail lines. Default is set at 'False'.

Calc Net BILLGL

When set to 'True' and the Freight Bill’s 'Debits' and 'Credit’s are entering the same GL Account, only calculates the 'Net' difference. Default is set at 'True'.

Calc Net IP_GL

When set to 'True' and the Freight Bill’s 'Debits' and 'Credit’s are entering the same IP-GL Account, only calculates the 'Net' difference. Default is set at 'True'. This option is very similar to the 'Calc Net BILLGL' option describer before, except this one handles Interline Payable (IP) GL records.

Calc Taxes Per XStop

When set to 'True', the 'Parent' charges of a Freight Bill will be taxable only if and only if the Freight Bill’s 'Extra Stops' are taxable. Default is set at 'True'.

Calculate Mileage Instantly

When this option is set to 'True', distances will calculate instantly on insert and/or update of the Freight Bill 'Start Zone' and 'End Zone', bypassing the MILESERVER_JOB Table entirely. Default is set at 'False'.

Call SAVE_TLORDER for user

Change Description

This option, when set to 'True' will change the 'Description' field to match the Commodity whenever the Commodity is changed/updated on an existing record in the Customer Service program > Details Tab. When set to 'False', the 'Description' field will not update from the description of the previous commodity. Default is set at 'True'.

Check PO

If this value is set to 'True', you will not be allowed to enter a Purchase Order number (on the Trace tab of the Customer Service program) that has been previously entered for the Freight Bill’s Bill To customer. Also, if you copy a Freight Bill that has a Purchase Order number, you will be prompted to enter a new Purchase Order number as the new bill is created.

Check Valid Bill To

If this option is set to 'True', the customer code field indicated by the Bill To radio button must contain a valid customer code before you can Post the Freight Bill (using the 'Post' button) and assign a Freight Bill number. If the option is set to 'False', the Freight Bill can be posted without a valid Bill To customer code.

Check Valid Caller

If this option is set to 'True', the Caller customer code field must contain a valid customer code before you can Post the Freight Bill (using the Post button) and assign a Freight Bill number. If the option is set to 'False', the Freight Bill can be posted without a valid Caller customer code.

Check Valid Dates

If this option is set to 'True', the Pick Up By and Delivery By date fields must contain a valid date before you can Post the Freight Bill (using the Post button) and assign a Freight Bill number. If the option is set to 'False', the Freight Bill can be posted without a valid Pick Up By or Delivery date.

Check Valid Dest

If this option is set to 'True', the Consignee customer code field must contain a valid customer code before you can Post the Freight Bill (using the Post button) and assign a Freight Bill number. If the option is set to 'False', the Freight Bill can be posted without a valid Consignee customer code.

Check Valid Origin

If this option is set to 'True', the Shipper customer code field must contain a valid customer code before you can Post the Freight Bill (using the Post button) and assign a Freight Bill number. If the option is set to 'False', the Freight Bill can be posted without a valid Shipper customer code.

Check Valid Zones

If this option is set to 'True', the Start Zone and End Zone fields must contain a valid zone code before you can Post the Freight Bill (using the Post button) and assign a Freight Bill number. If the option is set to 'False', the Freight Bill can be posted without a valid Start Zone or End Zone.

CheckList AutoApprvd

This option works in conjunction with a flag in Customer and Vendor Profiles > Customer Profiles > Freight Bill Checklist tab ('Allow checklist items involving this client to be auto-approved'). If this flag is selected (checkbox checked) for 'Bill-To' client’s profile, setting this option to 'True', will automatically approve the Freight Bill when all of the required Check List items have been set to complete in Customer Service program > Check List Tab.

Clear Client Focus

This option has two possible values, and controls where cursor focus will end up after the user performs the <Ctrl><O> hot key combination in order to clear the Caller, Shipper or Consignee details from the Customer Service program > Header section. Valid values are 'ID' (cursor focus in the Caller/Shipper/Consignee ID selection field), or 'Name' (cursor focus on the first line of the Caller/Shipper/Consignee header details section).

CMODTY_MATCHING: All

CMODTY_MATCHING: User

COD Check Type Default

This option will default the 'Check Type' drop-down field on the Customer Service program > COD Tab > General Tab. Choose one of the three available options. See the pervious link for more information on these options.

Collect only at Dest

When this option is set to 'True', the 'Collect' option on the Customer Service program > Billing Tab is flagged only when the Freight Bill 'Bill-To’option is Consignee and the Customer Profile 'Collect' flag is 'True'. When this option is set to 'False', the Freight Bill 'Collect' flag is set based on the profile of the Freight Bill 'Bill-To' party.

Commit Each Approval

When set to 'True', commits one approval at a time. Default is set at 'False'.

Commit Each Resave

When set to 'True', commits one re-save at a time. Default is set at 'False'.

Contacts Displayed inside the Customer Service Contact List

This config option allows the user to limit which Freight Bill Client IDs will be listed in the Customer Service Contact List when the user selects to 'Email' a Customer Service report on the report selection screen. Valid values are: 'C' ('Caller'), 'O' ('Shipper'), 'D' ('Consignee'), 'V' ('Care Of Delivery), 'P' ('Pickup At'), 'A' ('Other') or 'I' ('Interliner').

Contact List Visible

When set to 'True', will display the Freight Bill Contact List on the Contacts Tab. Default set at 'False'.

Container Status

Sets the Default 'Status' option for Containers. Available values are all status codes of 'Availability' status behavior.

Copy Appt Made Cons

If this option is set to 'True', the checkbox for 'Appt Made Consignee' in the Copy form will be checked by default. If this option is set to 'False', the box will not be checked.

Copy Appt Made Ship

If this option is set to 'True', the checkbox for 'Appt Made Shipper' in the Copy form will be checked by default. If this option is set to 'False', the box will not be checked.

Copy Consignee

Copy Contact List

If this option is set to True, then the Copy Contacts flag will be checked when selecting the Copy button in CSERV.EXE. If set to False, then the Copy Contacts will be unchecked (the user still has the option to check it manually). If set to Disabled, then the Copy Contacts flag is unchecked and the user cannot manually check it; that is, the Copy Contacts option cannot be used at all. (The Copy Contact List option is set to Disabled by default.)

Copy Container Number in IM Copy

If this option is set to 'True', it allows users to copy the container number when copying intermodal information during FB Copy.

Copy Custom Defs

When this option is set to 'True', the 'Copy Custom Defs' flag on the Customer Service program > Copy window will be selected by default, meaning that any Freight Bills that are copied will have their Custom Defined field data copied into the new Freight Bill. The user still has the option to uncheck the flag before copying, however. Default is set at 'False'.

Copy Details

If this option is set to 'True', the checkbox for Copy Details in the Copy form will be checked by default. If this option is set to 'False', the box will not be checked.

Copy G/L Override

Default is set at 'False'. This option works in conjunction with the 'Copy' button feature in the Customer Service program where you can select the 'Copy G/L Override info' on a manual basis or use this Application Configurator option by setting this option to 'True'. Upon doing so, whenever you use the 'Copy' function in the Customer Service program, there will be a pre-set checkmark in the 'Copy G/L Override info' checkbox.

Copy IM Other

Copy Interliners

If this option is set to 'True', the checkbox for 'Copy Interliners' in the Copy form will be checked by default. If this option is set to 'False', the box will not be checked.

Copy Intermodal

The default is set at 'False'. Setting this option to 'True' will cause the checkbox for 'Copy Intermodal' in the Customer Service Copy form to be checked by default.

Copy Manual G/L

When copying Freight Bills or Quotes in the Customer Service program, this flag (if set to 'True') will copy the G/L Distribution of a Freight Bill even if it has been manually configured. Manual G/L Distributions are normally not included in copied Freight Bills.

Copy Multi Consig

Copy No Charge Flag

This option allows the user to select whether or not to copy the 'No Charge' flag in the Summary tab during the freight bill copy process.

Copy Notes

If this option is set to 'True', the checkbox for 'Copy Notes' in the Copy form will be checked by default. If this option is set to 'False', the box will not be checked.

Copy OS&D/POD in FB Copy

If set to True, this option will copy info on OS&D/POD tab during freight bill copy. (Note that OS&D/POD info will be copied in Credit/Rebill regardless of this option.)

Copy Pickup Info

If this option is set to 'True', the checkbox for 'Pickup Info' in the Copy form will be checked by default. If this option is set to 'False', the box will not be checked.

Copy Quote Date

The default is set at '0'. Your selections are 0, 1, 2, where 0=use quote date, 1=enter date/time, and 2=enter date.

Copy Related Files

This option sets the default for the Copy Related Files option (in the Copy window) to True or False, or Disables it.

Copy Return Bill Num

The default is set at 'False'. This option works in conjunction with the 'Copy' button feature in the Customer Service program where you can select the 'Use Return Bill Numbers', and 'Return Consignee⇒Shipper' checkboxes, as well as enter a manual bill number in the field entitled 'Manual Bill Number' all on a manual basis, or use this Application Configurator option. Upon setting this option to 'True', whenever you use the 'Copy' function in the Customer Service program, there will be a pre-set checkmark in the fields marked 'Use Return Bill Numbers', 'Return Consignee⇒Shipper' checkboxes, and a manual number with a '-R' added to the ending will be automatically entered in the 'Manual Bill Number' field.

Copy Trace Numbers

If this option is set to 'True', the checkbox for 'Copy Trace Numbers' in the Copy form will be checked by default. If this option is set to 'False', the box will not be checked.

Copy User Fields

If this option is set to 'True', the checkbox for 'User Fields' in the Copy form will be checked by default. If this option is set to 'False', the box will not be checked.

Create IM Accessorial Charge Bill Based on IM Loaded Bill

Create IM Trip

When set to 'True', enables the 'Create IM Trip' button. Default is set to 'False'.

Create IP Credit

When set to 'True', creates an Interline Payables Credit for paid IP accounts. Default is set to 'False'.

Create Zones from PC

Credit Limit Excl NA

When this option is set to 'True', a credit limit check on the 'Bill-To' party will exclude all Freight Bills that have an 'NA' status (haven’t been posted yet). If for example, your customer has a credit limit of $100, and you enter a bill for $99 but do not post it, so that it is still an 'NA' bill. You then enter another bill for $2 for the same customer. If this option is set to 'False' (default), Customer Service will throw a credit limit error message. If this option is set to 'True' the credit limit error will not appear, because 'NA' Freight Bills (and Quotes) will not count toward the credit limit calculation.

Credit Limit-Calc

Credit Limit-Hold

When set to True, this config disallows approval of Freight Bills if the Bill-To party is over their current credit limit, but does not prevent changes to detail line values such that an order exceeds said limit. When set to False (default option), users are warned of credit limit overage, but are still able to approve Freight Bills.

Credit Status UNAPPRVD

This option, when set to 'True', will automatically set the Status of a Credit Freight Bill to 'UNAPPRVD' when it is created. If this option is set to 'False', the Credit Bill will automatically be given the Status of 'APPROVED'.

Cube dimensional unit

This allows the user to select the length type unit for the base cube unit. Select from F, IN, or M.

Cube to Weight Conv Factor Used

This option is to control which cube to weight conversion factor to use in Dim Weight calculation, the one defined for each client, or the one defined for each operation code? The default value for this option is 'Client', in which case the value entered in the Cube to Wgt Conv field in Customer Profiles > Rating Tab > Profile Data Sub-Tab will be used for calculating the Dim Weight when saving the freight bill detail line. Where as, if the value of this option is set to 'OP Code', the value of the Cube to Wgt Conv field in Codes Maintenance > Operation Codes Tab will be used instead.

CustField Auto Edit

When set to 'True', will set your database into 'Edit' mode whenever you enter data into a Custom Field. Default is set at 'False'.

Custom PullTime

When set to 'True', enables 'PullTime' status in Customer Service. Default is set at 'False'.

Customs CBSA Bonded Carrier Code

This config is used to set the 4-character CBSA Bonded Carrier Code for customs movements. This value will be used as a prefix on the Cargo Control Number when bonded.

Customs CCN Type for CA Bound

This config controls the default 'CCN Type' to be used when a shipment is bound for Canada. Valid values are 'PARS', 'CCN' or empty.

Customs CCN Type for US Bound

This config controls the default 'CCN Type' to be used when a shipment is bound for the United States. Valid values are 'PARS', or empty.

Customs Trace Number for Cargo Control No.

This config will define the Trace Type that is used for the Cargo Control No. Choose one of the available Trace Types in the system.

Customs Trace Number for Inbond Control No.

This config will define the Trace Type that is used for the Inbond Control No. Choose one of the available Trace Types in the system.

Customs User Field 1 - Customs User Field 10

These ten config options control the text label of the 10 available user fields on the Customs Tab. Enter any text you wish to use for the selected Customs User Field label.

Customer Service Report Output Path

This option is used to specify the system path into which the Customer Service report file that is generated for the purposes of emailing will be saved. Enter a valid hard drive location.

Data from Profiles

Default is set at 'False'. This option works in conjunction with the 'Copy' button feature in the Customer Service program where you can select the 'Use Data from Customer Profiles' on a manual basis or use this Application Configurator option. Upon setting this option to 'True', whenever you use the 'Copy' function in the Customer Service program, there will be a pre-set checkme Customer Service program. If it is set to 'False', the box will not be checked, and you will have to manually check it in order to enter manual rating information.

Default Bill To

If you enter a customer code (as configured in the Customer and Vendor Profiles program) in the Value field, every time you enter a Freight Bill in the Customer Service program, this customer will default as the Bill To.

Default Caller

If you enter a customer code (as configured in the Customer and Vendor Profiles program) in the Value field, every time you enter a Freight Bill in the Customer Service program, this customer will default as the Caller.

Default Commodity

Sets the default value of the Detail Line’s 'Source' field to the inputted value. Available values are: Shipper and Consignee.

Default Commodity Values

If you wish to enter alternate commodity property defaults in Customer and Vendor Profiles > Customer Profiles > Commodity Codes Tab, but don’t want them (or some of them) to be used as defaults, then use this option to select what values to be used as defaults in Customer Service program > Details Tab. A list of checkbox fields are available to allow you to make your selection. Only the selected fields will be defaulted.

Default Destination

If you enter a customer code (as configured in the Customer and Vendor Profiles program) in the Value field, every time you enter a Freight Bill in the Customer Service program, this customer will default as the Consignee.

Default Details Tab

When set to 'True', the cursor will default onto the Details Tab whenever a new Freight Bill record is created. Default is set at 'True'.

Default IM Empty

When set to 'True', populates the default 'IM Emtpy Client' field with data from the 'Container Owner' field. Default is set to 'False'.

Default IM Movement

Sets the default value of the InterModal 'Movement Type' field on a new record. Available values are: Import, Export, Dom IB, Dom OB.

Default Leg Date to be used when user manually creates pay records in Driver Pay tab

The name of this option describes its purpose. When you manually create a pay record in 'Driver Pay' tab, the value selected for this option will be used as a default value for 'Leg Date' field. Available values for this option are 'Current Date' which is the default value, and 'Pick Up By'.

Default Ops Code

This option has three possible options. Setting the value to 'Site' will populate the 'Operations Code' field on the Customer Service program > Summary Tab with the default Operations Code for the currently selected Site ID. Setting the option to 'Parent' will set the Operations Code on any Extra-Stop Bills to the Operations Code entered for the Parent (original) Bill. Setting the value to 'Child as Posted' will carry over the operations code from parent freight bill, even if it is different from the site’s default operation code.

Default Origin

If you enter a customer code (as configured in the Customer and Vendor Profiles program) in the Value field, every time you enter a Freight Bill in the Customer Service program, this customer will default as the Shipper.

Default Quote Period

Default Quote Uses

This option controls the default value for the '# of Uses' field on the Create/Edit Quotes form in Customer Service. Any integer value can be entered. Default is set at '1' (one-time Quote use).

Default Search By

Sets the default search value that will immediately filter the records in your system. You may enter any letter or integer value here.

Default Search Focus

Sets the focus of the search / filter menus within Customer Service. Radio moves the default focus to the right side radio buttons, while Input moves the default focus to the cursor in the filter entry text field.

Default Site

This option controls the default Site ID for Web Services. Valid values are any of the configured Site IDs setup on the Codes Maintenance program > Site Tab.

Default Time of the Deliver By End Date Field

The default value is False. This option if set to True will direct the system to set the time portion of the Deliver By End Date field to end of day. ('23:59:59' instead of '00:00;00') if no hours of operation defined for client. This configuration option is only effective when Set Delivery Time from Hours of Operations is True.

Default Time of the Pickup By End Date Field

The default value is False. This option if set to True will direct the system to set the time portion of the Pickup By End Date field to end of day. ('23:59:59' instead of '00:00;00') if no hours of operation defined for client. This configuration option is only effective when Set Pickup Time from Hours of Operations is True.

Default Tab

Default Trace Type

Note: As of TruckMate 2023.3, the functionality for this option has changed. The description below applies to TruckMate 2023.2 and earlier.

When you enter a trace number on the Trace Tab in the Customer Service program, the Trace Type will default to the code specified by this option. Your choices are any of the 'enabled' Trace Number Types setup on the Codes Maintenance program > Trace Number Types Tab.

Details User 1 - Details User 3

In the Trip Tracer program, you can display field labels for the three User Defined Trace Types (configurable using Field_1 to Field_3 from the Customer Service Details grid). Enter the field label that you wish to display in the Trip Tracer program in these fields.

Determine IP To Zone

This option allows you to chose what value to assign to the 'To Zone' field when an IP record is auto-created. Available values for this option are 'END-ZONE' and 'CARE-OF-ZONE'. You can assign either value to be the 'To Zone' of the created IP. The default value of this option is 'END-ZONE'.

DEFAULT_EQUIPMENT

Sets the default value for the 'Requested Equipment' field on the Customer Service program > Details Tab (when a record is inserted). Available options are any of the Equipment Class Code values that exist in your database (as defined in the Codes Maintenance program > Equipment Class Tab). Default is left blank.

DEFAULT NOTE_TAB

Sets which of the available Notes Window Tabs will be the default when the Notes window is opened. Available values are: Tab1 to Tab9. Default is left blank, in which case no default note tab will be selected, rather default it to the tab you were viewing the last time you closed the notes form.

Default_User8

Sets the default value for the eighth 'User Defined' field in Customer Service. You may enter any text string you wish to default. Default is left blank.

DEFAULT_WEIGHT_UNITS

Sets the default 'Weight Unit' that will be used in the Customer Service program. Enter a weight that exists in your database (as defined in the Codes Maintenance program > Units Tab). Default is left blank.

Delete Driver Pay - No Contract

This option gives an additional control over automatic deletion of driver pay transactions for cancelled Freight Bills (controlled by the 'Delete Driver Pay - Pmt.State' configuration option described in a later section). Possible values are 'True' and 'False' - default value. If set to 'True' driver pay amounts will be automatically deleted even if there is no contract assigned.

Delete Driver Pay - Overridden

This option gives an additional control over automatic deletion of driver pay transactions for cancelled Freight Bills (controlled by the 'Delete Driver Pay - Pmt.State' configuration option described in a later section). Possible values are 'True' and 'False' - default value. If set to 'True' driver pay amounts will be automatically deleted even if they are manually overridden.

Delete Driver Pay - Pmt.State

Details User 1 - Details User 3

These three options correspond to three similar user defined fields. The purpose of these options is to allow the user to set the suitable field title for each of these three user defined fields. The user can enter any value to be used as the field title. (Repeated)

Details User Field 21 - Details User Field 25

These five options are to set the type of five user defined 'Date' fields. The fields 'User 21' - 'User 25' are of type 'Date'. These options can be used to define if any of those fields is 'Date and Time' or just a 'Date' field. the default value is 'Date (D)', which indicates that the field can only hold a date value. The other available value is 'Date Time (T)', which if used will indicate that the field can be used to store date with time, in which case, the field can be used as a time stamp field.

Disable Mileage Button

This option, when set to 'True', will disable the 'Mileage' button in the Customer Service program header, as well as the right-click Context Menu options available from clicking the Mileage button.

Display on Driver Ded Tab

Division Validated Against

Docked Terminal Zone

This option controls how the Docked Terminal Zone is chosen when a Freight Bill is posted. Available options are 'Site' (the working Customer Service 'Site ID') or 'Zone' (Freight Bill’s 'End Zone'). Default is set at 'Zone'.

Drv FB Ded DriverID

When set to 'True', Freight Bill Driver Deductions will be recorded using Driver IDs. Default is set at 'False'.

Duplicate FB Number

This option controls the duplicate FB Number warning message, the default value is set to 'False' in which case no warning message will be generated for duplicate FB entries. Setting the value to true will lead the system to generate a warning message every time there is an attempt to enter a FB number that already exists.

EDI Status Updates

Default is set at 'False'. When this option is set to 'True', by using the ellipse button besides the 'Current Status' field, the user will be able to change the status of a freight bill in Customer Service program, Status tab. This option will allow the user to insert a status record to the ODRSTAT table without interfering with the current status of the order. Also, if this option is set at 'True', a new option on the Status Change form (status tab), 'EDI Status Only' will be enabled. If checked, the selected information will show all possible Freight Bill status codes and will be added to the status history only, depending on the EDI Communication Manager configuration, this may cause a 214 status update to the customers to occur.

Edit After Exit Users

This option, when set to 'True', will force the Customer Service program to set the currently displayed Freight Bill into 'edit' mode when the User exits the User Defined fields window (accessed via <Ctrl><U> hotkey combination). Default is set at 'False'.

Enforce Ops Code

If this option is set to 'True', the 'Operations Code' field on the Summary Tab cannot be empty when saving Freight Bill. If the field is empty the program will return an error and the Freight Bill will not be saved. Default is set to 'False'.

Force Edit/Save Before Post FB

Force Edit/Save Before Status Change from ENTRY

Finalized Status

Option used to interface Customer Service with Veltion Warehousing software. Creates a 'Finalized Status' tag with one of two available values: DOCKED or AVAIL. To function properly, Veltion must read one of these two values from within Customer Service. Default is left blank.

Force Prt Check Min

Sets a value that is used to determine how often Customer Service checks for 'Print' commands. Enter an integer (minutes) value between '1' and '59'. Default is set at '5'.

Force Prt End Cserv

When set to 'True', will release a Freight Bill after clicking the 'Print' button. Default is set to 'True'.

Force Part Snooze Min

Sets the number of minutes between 'Snoozes' of a Force Print. Enter a number between '1' and '10'. Default is set at '5'.

Force Part Snoozes

Sets the number of times a user may ignore a Force Print. Enter a number between '0' and '9'. Default is set at '0'.

Force Prt Status Beg

Sets a 'Status' value that, when encountered by Customer Service, forces the user print the Freight Bill as soon as possible. Enter any valid 'Status' code, or leave blank to disable. Default is left blank.

Force Prt Status End

Sets the 'Status' value that is applied to a Freight Bill after it is printed. Enter any valid 'Status' code, or leave blank to disable. Default is left blank.

Force SiteID Popup

When set to 'True', displays a 'SiteID' popup upon the posting of a Freight Bill. Default is set at 'False'.

Get Delv Time On Save

When set to 'True', will recalculate the Delivery Time of a Freight Bill (using Service Levels data) when it is saved. If the route specified by the 'Start / End Zone' of the Freight Bill is not found in the selected Service Level’s Zone Tree, the Service Level Warning Notice window will appear. Default is set at 'False'.

GL Override Apply To

GL Override Split

History List Max Capacity

This option allows the user to set the maximum number of freight bills that can be displayed when the 'Recent Items' option is selected in Customer Service program > File Menu. The number must be a whole integer between 1 and 20, inclusive. The default value for this option is set at 10.

IM Avail Status

Sets the status code that will be displayed when a Container is ready/available. Enter any 'Available' status code, as defined in the Codes Maintenance program > Status Tab. Default is left blank.

IM Client Hints

If this config is set to 'True', then, as the user hovers the mouse over the various Client ID fields in the upper right section of the Intermodal Tab (Pickup, Delivery, Chassis Pick/Term, etc.), then the client’s name (from Customer & Vendor Profiles) will show in the hover hint (yellow balloon pop-up). Of course, whether the config is set or not, you can always get the client’s name (and address etc.) by clicking the edit-pick button; this just saves you an extra click (i.e. when you don’t know what client is attached to the code).

IM Empty Status

Sets the status code that will be displayed when a Container is empty. Enter any status code, as defined in the Codes Maintenance program > Status Tab. Default is left blank.

IM Loaded Status

Sets the status code that will be displayed when a Container is loaded to go. Enter any status code, as defined in the Codes Maintenance program > Status Tab. Default is left blank.

IM User Date 1 - 5

These five options change the labels for the 'Date' options on the InterModal User Defined Fields window (accessible from the Customer Service program > Intermodal Tab). Enter a text string to label the fields. These options will only appear on the InterModal User Defined Fields window when you have entered a text label here (allowing for the control of what the User sees when accessing the window).

IM User Double 1 - 5

These five options change the labels for the 'Double' (large integer) options on the InterModal User Defined Fields window (accessible from the Customer Service program > Intermodal Tab). Enter a text string to label the fields. These options will only appear on the InterModal User Defined Fields window when you have entered a text label here (allowing for the control of what the User sees when accessing the window).

IM User Integer 1 - 5

These five options change the labels for the 'Integer' (small integer) options on the InterModal User Defined Fields window (accessible from the Customer Service program > Intermodal Tab). Enter a text string to label the fields. These options will only appear on the InterModal User Defined Fields window when you have entered a text label here (allowing for the control of what the User sees when accessing the window).

IM User String 1 - 10

These ten options change the labels for the 'String' (text string) options on the InterModal User Defined Fields window (accessible from the Customer Service program > Intermodal Tab). Enter a text string to label the fields. These options will only appear on the InterModal User Defined Fields window when you have entered a text label here (allowing for the control of what the User sees when accessing the window).

IM User Trace 1 - 2

These two options change the labels for the 'Trace' options on the InterModal User Defined Fields window (accessible from the Customer Service program > Intermodal Tab). Enter a text string to label the fields. These options will only appear on the InterModal User Defined Fields window when you have entered a text label here (allowing for the control of what the User sees when accessing the window).

IMC Details Propagation

This option controls the propagation of a master IMC freight bill to child freight bills. It has three possible values, 'None' which is the default value, in which case no propagation is done, 'Automatic', in which case, the propagation will take place whenever there is a post or a delete transaction, and finally the last possible value for this option is 'Manual' in which case propagation will be done via a right mouse click option.

IMC Offer Status

This config option controls the default status for IMC Carrier Load Offers. Select one of the available status codes.

IMC Relax Pickup/Delivery Customer Validation

IMC Routing - Add Empty Legs

When this config option is set to 'True', legs will be automatically added to the routing for 'Empty Origin' and 'Empty Disposition' legs, if entered (and different from the 'Pickup' and 'Delivery' locations). When set to 'False', no additional legs will be automatically added when building the IMC trip.

IMC Routing - Cancel IMC Trip

The default value for this option is 'False'. Setting this option to 'True' will allow you to cancel IMC trips that were previously created from an IMC plan.

IMC Routing - Create IMC Trip

The default value for this option is 'False'. Setting this option to 'True' will allow you to create IMC trips from an IMC plan.

IMC Routing - Delete IMC leg after IMC trip creation

The default value for this option is set to 'False'. If you set it to 'True', users will be allowed to delete legs from an IMC plan even after creating the IMC trip.

IMC Routing - Split IMC leg after IMC trip creation

The default value for this option is set to 'False'. If you set it to 'True', users will be allowed to split legs on an IMC plan even after creating the IMC trip.

Interliner Currency

This option sets the default Interliner currency code. Depending on the option selected, the Interliner Currency will be determined by the currency default of either the 'Freight Bill (FB)' or of the selected Interliner 'Vendor'. You may also set this option to one of the TruckMate global currency codes, 'CAD' or 'USD'.

Interm Freight

Sets the Interm Freight 'Code Behavior (A)' value. Enter a Status code.

IP Autogenerate Probill

IP Auto-Remarks

When set to 'True', the 'Vendor Name', 'Contact Name, and 'Contact Telephone' will appear in the 'IP Remarks' field. Default is set at 'False'.

IP Credit Code

Sets the default Accessorial Charge credit code for Interline Payable transactions. This value must be a valid Accessorial Charge account code.

IP Manual Acc Ch

This option, when set to 'True' (default), will set the value the 'Manual' column value to 'True' on Accessorial Charges that are manually entered into the Customer Service program > I/P Tab and the Dispatch program > Carrier Assignment > Acc Ch Tab. When Accessorial Charge records for I/P are set to 'Manual = True', they will not be re-created/re-calculated by for a Freight Bill when the SAVE_TLORDER procedure is run (when updating a Freight Bill’s details in Customer Service, for example).

IP Miles on Save

This option, when set to 'True', will override any 'manual' mileage entered on the Dispatch program > Carrier Information window > Payments Tab > Mileage Tab and/or the Customer Service program > I/P Tab > Mileage Tab with the milage value calculated for the Freight Bill by the Mileage Server program. When set to 'False', the user may override the Mileage Server calculated miles with a custom value in these two areas, when required. Default is set at 'True'.

IP Probill to CSERV

When this option is set to 'True', the Probill Trace number will be displayed in Customer Service program > Status Tab > 'Trace #' field. This option is defaulted to 'False'.

IP Probill to Trace

When set to 'True', the Interline Payables Probill Number will be copied to the TRACE table in the database. Default is set at 'True'.

IP Probill Warning

IP Recalc %

When set to 'True', sets the Interline Payables 'ReCalc' to a percentage based calculation. Default is set at 'False'.

Keep a copy of the FB in the original company

When set to 'True', the 'Keep a copy of the FB in the original company' option on the Set as Owner > New Owner Setting window will be flagged by default. Default set at 'False'.

Keep Quote Mileage

After a Quote is created in the Customer Service Program, a Q number is assigned. Quotes can be turned into an order by copying and posting the quote information. If you have mileage set out in the Quote and would rather use that estimated number than the calculated number provided by MileServer (or other mileage program), then you can use this function to do so. The default setting is 'False'. To enable this function set it to 'True'.

Load Detail User Fields

These options allow the user to set the label for load detail user defined field numbers.

LTL / Routing Tab Mode

This option allows you to select between two modees for the LTL / Routing tab. If you set this option to 'Legacy', the old mode where you have LTL and IMC functionality in the same LTL / Routing tab will be invoked. If you set this option to 'Default' (which is the default value) you will have a LTL tab without IMC functionality and a separate IMC tab with IMC functionality, provided that you have the TruckMate IMC license (IMC_LICENSE = 40010) required to use IMC functionality.

Mandatory Commodity

When set to 'True', forces 'Commodity' entries into the 'TLDTL.COMMODITY' field. Default is set at 'False'.

Mandatory Equip

When set to 'True', forces 'Equipment' entries into the 'TLDTL.REQUESTED_EQUIPMENT' field. Default is set at 'False'.

Mandatory Pieces

When set to 'True', forces 'Pieces' entries into the 'TLDTL.PIECES' field. Default is set at 'False'.

Mandatory Pieces U

When set to 'True', forces 'Pieces Units' entries into the 'TLDTL.PIECES_UNITS' field. Default is set at 'False'.

Mandatory Weight

When set to 'True', forces 'Weight' entries into the 'TLDTL.WEIGHT' field. Default is set at 'False'.

Mandatory Weight U

When set to 'True', forces 'Weight Units' entries into the 'TLDTL.WEIGHT_UNITS' field. Default is set at 'False'.

Manual Mileage Disables Edit

This option disables the ability to edit mileage once the Man (manual mileage) flag is checked. The user must first uncheck that flag in order to make changes to the mileage.

Manual Rate Checked

If this value is set to 'True', the Manually Rated checkbox will be checked every time you enter Detail lines for a Freight Bill in the Customer Service program. If it is set to 'False', the box will not be checked, and you will have to manually check it in order to enter manual rating information.

Mark FB DP Finished

Allows you to control when Freight Bill 'Driver Pay' records are changed to 'Finished' status. Available options are: On Create of DP, On FB Approve, and On FB Billing Reg. Default is set at 'On FB Approve'.

Mileage Lookup xstop

When this option is set at 'False' (default setting), the Interactive Mileage behaves as normal. If set to 'True', however, any Freight Bill that has linked X-stops (parent or child bills) will have its mileage calculated with all of the bills' stop points included. Duplicate start zones are ignored.

Mileage Mode

Modify all Rate Customers

When "Rate Client ID" is manually changed in CSERv.EXE > Details Tab > View Rate CLients window,this option determines if all the client-related fields are to change according to the new 'Rate Client ID' or not? the default value is 'False'.

Multi Consig Default

This option, when set to 'True', will default the 'Multi Consignee' flag on the Customer Service program > Copy window. If this is enabled, and the user does not select the ellipsis button next to the 'Multi Consignee' flag when copying, the Freight Bill will not be copied. The user has the option of un-checking this flag when copying, however. Default is set at 'False'.

Multiple Credit / Rebill Freight Bills

Multi-Service Level Quotes

The default value for this option is set at 'False', setting the value at 'True' will direct TruckMate to create an entry per service level to be included within created quotes. However, for a specific service level to be included in Multi-Service Level Quotes it must be set to be that way in the Service Levels Maintenance > Service Levels Tab.

Multiple Pick Status

This option, when 'True', allows a Freight Bill to be set to 'PICKD' status more than once while attached to a Trip in the Dispatch program. This is handy in the case that a Bill is picked, but then has to stop-off during a Trip and must be picked again. Default is set at 'True'.

NextTermZone_Term

Default is set at 'False'. If set to 'True', will only allow Posting of a Freight Bill if the Freight Bill’s 'Next Terminal Zone' field value is a Terminal value.

No Validate ChkDigit

Setting this option to 'False' will set the default value of 'Do not validate' checkbox on the 'Quick Container Entry' form on the Intermodal > Container Tab to 'False' (not checked). If on the other hand this option is set to 'True', the default value for the 'Do not validate' checkbox will be set to 'True' (checked). The value of the 'Do not validate' checkbox controls whether to apply the check digit validation or not. If checked, no validation will take place.

Note Entry Style

Allows you to set the Note Entry style. Available values are: '0' (Normal Style) and '1' (Journal Style). 'Normal Style' is the default for TruckMate 'Notes' tabs and fields, allowing you to simply enter text after clicking the 'Notes' button. 'Journal Style' divides the 'Notes' window into two sections. Type your notes into the bottom section, and upon typing your 'Enter' key, your entry will be User / Date / Time stamped and added into the upper 'Notes' window section. Default is set at '0'.

Open a new Dialog to select email address for Customer Service email

This setting, when set to 'True', will open a new window listing contact information for those parties attached to the Freight Bill record when the User selects the 'Print' option and then selects the 'Email' button from the Crystal Report selection window. If set to 'False', this window will not open, and the User must enter the email address manually. Default is set at 'False'.

Parameter to Call Agent Pay/Deduction/Statement Registers

This option allows the user to indicate whether to pass the Trip Number or Vendor Code. If the value is Trip Number, in the Register program the trip number will be populated. If the value is Vendor Code, in the Register program the vendor code associated with the driver will be populated.

Pick / Delv to Future

When set to 'True', the 'Pickup' and 'Delivery' fields in the Shipper and Consignee sections will automatically populate with the date '01/01/3000'. When set to 'False' they populate, as normal, with the current date. Default is set to 'False'.

Pop Delivery Date from Routing

If set to 'True', it will update the delivery dates from the routing calculations.

Populate City/Prov/PC Info using Client Zones

This option is a True/False option. The default value is 'False', in which case the City, Province and Postal Code will NOT be populated using Client Zones. If this option is set to 'True', the system will check Client Codes, if blank, the system will use Zones of Shipper/Consignee/Pickup At/Care Of to populate City/Province/Postal Code.

Populate Pick/Delv Info using LTL

This setting controls how the Customer Service program sets its Pickup and Delivery Trip information when a Freight Bill is processed through Dispatch. When set to 'True' the Pickup and Delivery Trip information will be taken from the Freight Bill’s Terminal Plan record (as shown on the Customer Service program > LTL Tab), which makes the determination of the Pickup and Delivery Trips more accurate when in an LTL scenario (as 'Pickups' can be missed and have several Trips logged against the FB). When set to 'False', the Pickup and Delivery Trip information will be determined by the timestamp of the status changes on the Freight Bill (i.e. the first Trip becomes the 'Pickup' and the last becomes the 'Delivery').

Popup Search Focus

When this option is set to '1' the various 'Find' windows, such as those in the Customer Service program, Quick Bill Entry program and Order Pre-Processor program, will default to the search option defined by the 'Default Search By' config option (above). When this option is set to '2', the 'Find' window will remember the last setting that was used to search, and will default to that whenever it is re-opened. Default is set at '1'.

Preview Report

Prompt Unappr Reason

When set to 'True', prompts the user with the 'Unapproval Reason' for the failure of the Freight Bill approval. Default is set at 'False'. This prompt gathers a Free-Format text value from the user, and is not used anywhere else in TruckMate.

Raise Error Message When Reaching the End of Bill Number Sequence

The default value for this option is set to 'False'. If this option is set to 'True', TruckMate will raise an error 'The limit of bill number sequence is reached. Please contact IT Dept' when you try to post a bill if the bill sequence number is reached. This option is useful when you want to avoid rolling-back the entire transaction when the bill number sequence limit is reached. Instead of a roll-back, TruckMate will simply ask you to increase the sequence limit before proceeding with posting the bill.

Raise FB Bal Err

When set to 'True', displays an error message when an un-balanced Freight Bill is created. Default is set at 'False'.

RatingLookupDate

This option allows you to specify which TLORDER 'Timestamp' field you want to use for determining the lookup date for Client rates, Vendor rates and Accessorial Charge calculations. Enter a valid TLORDER 'Timestamp' field, such as 'PICK_UP_BY' or 'DELIVER_BY'.

Rebill Status COMPLETE

If set to True, this setting will replace UNAPPRVD with COMPLETE for a rebill.

Rebill Status UNAPPRVD

This option, when set to 'True', will automatically set the Status of a Rebill Freight Bill to 'UNAPPRVD' when it is created. If this option is set to 'False', the Rebill will automatically be given the Status of 'APPROVED'.

Recalculate Driver Pay When Credit/Rebill

If this option is set to True, Driver Pay will recalculate on credit/rebills. If set to False, driver pay records will not be created in the new credit/rebill bills during credit/rebill.

Recursive Job Quote

If this option is set to 'False', the Client does not require recursive shipping, and thus only uses the Job Quotes program to maintain its Job Codes. Default is set to 'True'.

Require Check Digit

When set to 'True', requires a 'Container Check' digit for Container Codes. Default is set at 'True'.

Require Container

Rerate FB from XSTOP

Default is set at 'False'. If set to 'True', the displayed Freight Bill will be re-rated when the User closes the XSTOP pop-up window.

Rerate IP

When set to 'True', rerates Interliners after a Freight Bill save. Default is set at 'False'.

Round Cube

This config allows the user to set the default number of decimal points for the 'Cube' field on the Customer Service program > Details Tab. Valid options are '0' (no decimals) to '4' (four decimal points). Default is set at '2'. Values will be rounded to the set number of points.

Sales Agent

Save Header Information Before Editing User Fields.

This option allows the user to control whether or not to auto-save header information of freight bills before editing User Fields. The available values for this option are 'True', which is the default value and 'False'. If this option is kept at its' default value of 'True', the Customer Service program will save the header information of a freight bill as soon as the user starts editing a user defined field or the control has shifted to a user defined tab. If, on the other hand, this option is set to 'False', the Customer Service program will NOT auto-save the header information of a freight bill when the user starts editing a user defined field, or the control has shifted to a user defined tab, rather, the save of the header information will only take place if the user manually selects the 'Save' button.

Service Level Dates

Service Level on Post

This option controls how the Service Level is applied to new Freight Bills (or when copying existing Freight Bills). If value is 'False' (default), the existing Service Level logic remains. If value is 'True', when the Freight Bill is posted (whether for new Freight Bills or when creating Freight Bills by copying), set the Service Level to the Freight Bill Site’s Service Level default.

Service Standards Grid Rows

This numeric value option is to allow the user to set the number of rows displayed in new Service Standard Grid. The default value for this option is set to '5', to display 5 records.

Set Caller to Origin

If this option is set to 'True', the customer code from the Caller field will, by default, be pasted to the Shipper field. If set at 'False', the field will be blank.

Set Admin Status of imported orders that fail SLM calculations

If an error occurs during the SLM process when a Freight Bill enters Customer Service (via the manual method from Order PreProcessor or the automated method from external sources), it will have its Admin Status code stamped with the status specified by this app. config.

In addition to this, an ODRSTAT record will also be entered for the Freight Bill, with the Admin Status code being the 'Status Code’, and the 'Comment’ field will list the error that was detected with the order.

Set Delivery on Service Level Change

The default value of this option is 'True', in which case the Delivery Date will be recalculated whenever the Service Level changes.

Set Delivery Time from Hours of Operations

Set Delivery Time Start/End from Hours of Operation or Delivery windows. The default value of this option is False, in which case the Delivery Time from Hours of Operations will not be used.

Set Pickup Time from Hours of Operations

Set Pickup Time Start/End from Hours of Operation or Delivery windows. The default value of this option is False, in which case the Pickup Time from Hours of Operations will not be used.

Show Addr Watermarks

This option allows you to display 'Watermarks' (grey text values above Caller / Shipper / Consignee addresses) for address data. Default is set at 'None' (no 'Address' Watermarks). Other available values are 'CA', in which case the watermark will use the Canadian address style (Provence and Postal Code) and the last available value is 'US'. If you select US, the watermark will use the US address style (State and Zip Code).

Show Bill To as Caller Info

Show Client Accessibility Buttons

When set to 'True', will display the Accessibility Options button for the Caller/Shipper/Consignee in the Customer Service header section. Default is set at 'False'.

Show LTL Buttons

When set to 'True', displays LTL Delivery Option buttons for Caller / Shipper / Consignee sections. Default is set at 'True'.

Show Multi Point Rating

When set to 'True', enables the Multi-Point Rating grids on the Details and LTL/Routing tabs. Default is set at 'False'.

ShowPayOption

This option hides/displays the read-only 'Payment Options' field on the Customer Service program > Billing Tab. When set to 'True', the Payment options for the Bill-To Client will be displayed on the Billing Tab. If set to 'False', these details will be hidden from the User. Default is set at 'False'.

Show Prev Comment

When set to 'True', shows previous comment. Default is set at 'False'.

Show Service Level On Quote

This option is to control when to show the 'Service Level Options' popup window. The available values are: 'Never' (the default value), which dictates never to show the popup. 'Always', which if selected, will have the popup show every time. And the last value for this option is 'Multi', which leads the system to show the popup only when Service Level is flagged as part of multi quote.

Show Unit Fields

When set to 'True', displays 'Unit' fields in main Customer Service screen. Default is set at 'False'.

Single IMC Freight Bill

There are two ways to generate freight bills from an IMC plan: Multiple freight bills, where dash bills in series (e.g., IMC0099-1, IMC0099-2 etc) will be generated from the original (parent) freight bill, and a single freight bill for the entire IMC plan. This option allows you to select one of these ways. Setting this option to 'True' (the default value) will have TruckMate create a single freight bill for the entire IMC plan upon posting, whereas setting it to 'False' will have TruckMate generate multiple dash bills for the original freight bill.

Site Selection

SLM Calculate Delivery After Save

This option has two values, the default is 'False'. If set to 'True' the system will perform the SLM calculation of the delivery time when the order is saved as opposed to performing a realtime calculation if the value is kept at 'False'. The advantage of setting the value to 'True' is to allow for proper processing of the user defined SQL conditions in zone interliners.

SLM Force Recalc on EndZone Change

The default value for this option is 'False', if set to 'True' the system will be forced to recalculate the 'SLM Delivery Date' when saving a change to the 'End Zone' field.

SLM Force Recalc on PickUpBy Change

The default value for this option is 'False', if set to 'True' the system will be forced to recalculate the 'SLM Delivery Date' when saving a change to the 'Pickup By Date' field.

SLM Force Recalc on ServiceLevel Change

The default value for this option is 'False', if set to 'True' the system will be forced to recalculate the 'SLM Delivery Date' when saving a change to the 'Service Level' field.

SLM Force Recalc on StartZone Change

The default value for this option is 'False', if set to 'True' the system will be forced to recalculate the 'SLM Delivery Date' when saving a change to the 'Start Zone' field.

SLM Max days to look ahead for service

The value entered for this option is the maximum number of days that SLM will look ahead for the Pickup Date to find an alternate serviceable option. Only integer numbers can be used. The default value for this option is '6' days. SLM initially calculates alternates using the current 'Pickup' date. The user can select a checkbox option 'Check ahead to see if other Pickup Dates could be serviced'. It’s in this case when this option becomes effective. If SML cannot service the selected pickup date at the current Service Level, a popup window of alternate service levels and dates will appear. The value entered for this option will determine how far in the future will SLM look to create this list of alternate dates.

SLM Use Service Days Rules in Direct Calculations

Status Nav Bar

Once the value is set to 'True', then the Navigation Bar will be visible and the user can edit the status tab. Default is set at 'False'.

Summ Prec - Area / Cube / Length / Time / Volume / Weight / Pallet

Sets the number of decimal places that will be displayed on the 'Summary' tab. Enter an integer value from '0' to '10' decimal places. Default is set at '10'.

Supplier User 1 - Supplier User 15

These fields control the labels of the various Supplier User Defined Fields (accessed via the Customer Service program > Supplier Tab > User Tab).

Trace Numbers on Post

This option, when set to 'True', will display a window that lists the Trace Number Types that must exist before a Freight Bill will be allowed to Post in the Customer Service program. Default is set at 'False'.

Temperature Lookup Field

This option controls the source column for populating the 'Temp' field in Customer Service > Summary tab. The default value for this option is 'Temperature', in which case the system will link the 'Temp' field in the summary tab to 'TLORDER.TEMPERATURE'. If this option is set to the 'Rollup_Temperature' value instead, the system will link the 'Temp' field in the Customer Service > Summary tab to 'TLORDER.ROLLUP_TEMPERATURE'.

Trace Number Validation Override

When this option is set to 'True', TruckMate Users will be able to override the validation required for Trace Numbers (as setup on the Codes Maintenance program > Trace Number Validation Rules Tab). Default is set at 'False' (Users cannot override the Trace Validation rules, and must enter Trace Numbers according to those rules).

Trace Types Unique

Track Quote Changes

When set to 'True', the User and Date information will be recorded upon editing of a quote. Default is set at 'False'.

Update Trip Change

When set to 'True', Trip legs in Dispatch will be updated when the 'Start' or 'End' zones in Customer service are changed. Default is set at 'False'.

Use Client Contact Info

When this option is set to 'True', the 'Phone #', 'Email', 'Fax' and 'Mobile' values in the Customer Service program header section will be updated as well as the Contact Name when the User selects a different Contact via the 'C' button. The contact must have these values entered in the Contacts & Phone program > Contacts Tab. If not defined for the Contact, then there will be no change in the Customer Service program.

Use Default Customs Broker

When set to 'True', the Customer Service program will automatically populate the 'Customs Broker' from the 'Shipper' information.

Use Equipment from Equipment Class

In Customer Service > Details Tab, there is a column on the grid next to the Requested Equipment column called Equipment Id. If this option is set to 'True', the Equipment ID field becomes editable, and the field’s edit pick will filter the displayed equipment for selection based on the Equipment Class selected for the Requested Equipment field. The default value for this option is set to 'False'.

Use Old Skid Dimension Calculator

The available values for this option are 'False' (the default value), and 'True'. When this option is set to 'true' the system will display the old skid calculator form instead of the new one that was introduced in TruckMate 12 when skid calculation is requested.

Use Pickup/Delivery Terminals Distance

When this option is set to 'True', TruckMate will calculate Freight Bill mileage based on the distance between the Pickup and Delivery terminals attached to the Freight Bill. If there are no Pickup/Delivery terminals, the original Start/Care Of/End Zones will be used for mileage purposes.

Use Skid Dimensions

When set to 'True', will display the 'Skid Dimensions' form. Default is set at 'False'.

Use TLDTL User Fields

This option, when set to 'True' allows the use of TLDTL User fields. Default is set at 'False'. By default (option set to 'False') when the user types the <Ctrl><U> hotkey combination, the User Fields window will populate with data from the TLORDER Table’s User Defined fields. If set to 'True', the User Defined fields will be pulled from the TLDTL Table’s Details grid.

User Field 1 - 10

In the Customer Service and Quick Bill Entry programs, you can invoke a form with ten free format fields by using the <Ctrl><U> hot key combination. The labels for each of these fields can be configured here. Enter the new labels in the Value field.

User Field Required 1 - 10

If any of these config values is changed to 'True', then users will not be allowed to save a FB in Customer Service unless/until they enter a value in the given user field (and a blank space does not count). Default is set at 'False'.

User Trace 1 - 3

You can configure three custom trace types for use in the Customer Service program. Enter the description of the Trace Type in the Value field. These values will display on the Trace and Dispatch tabs in the Customer Service program.

Use_Def_Equip

When set to 'True', Customer Service will use the DEFAULT_EQUIPMENT value set in Application Configurator. Default is set at 'False'.

Use_Def_Weight_U

When set to 'True', Customer Service will use the DEFAULT_WEIGHT_UNITS value set in Application Configurator. Default is set at 'False'.

Use_Def_User8

When set to 'True', Customer Service will use the DEFAULT_USER8 value set in Application Configurator. Default is set at 'False'.

Validate DTL Fields

When set to 'True', this option will force TruckMate to validate all data entered onto the Customer Service program > Details Tab before a record can be saved. If any fields contain data of different type (alphabetic input where numeric is expected, etc.) a warning message will display regarding the invalid data, and will move the cursor to the offending field. When set to 'False', the Detail Tab will accept all that is entered into its fields, regardless of whether it conforms to expected input or not. Default is set at 'True'.

Validate Pickup Date

The default value for this option is False. If set to 'True'; when the user leaves the 'Shipper' area in 'Cserv.EXE' or when saving the order the system will validate the Pickup Date/Time against the shippers Service Calendar and Hours of Operation. If the Pickup Date can not be serviced, an alternate date will be presented.

Validated Zones Only

If this option is set to 'True', only zone code that have been Validated in the Codes Maintenance program will be allowed in the Start Zone and End Zone fields of the Customer Service program. If this value is set to 'False', any zone code configured in the Codes Maintenance program can be used.

Veltion Trace Type

Allows the system to store the unique 'ID' name from the Veltion System into any 'Trace Number'. This gives the system the flexibility of utilizing the strengths of 'Trace Number' functionality in TruckMate. Enter an integer value. Default is set at '1'.

Warn Bill Date Not Equal to IP Date

If set to 'True' then when you try to approve a freight bill and there are posted IP records against that freight bill that have a Bill Date that is not the same as the Bill Date of the freight bill being approved you will receive a warning. Your options will allow you to accept the differences or to change the freight bill’s date to equal the IP date or to cancel the mismatched bills to allow you to manually make any changes required.

Warn Non-CSA Driver

Default is set at 'False'. Setting this option to 'True' will result in a warning message being displayed on your screen when attempting to match a non CSA Driver to a CSA trip (a trip containing one or more CSA Freight Bills).

Warn on Check List

If this option is set to 'True' and the User attempts to switch the Bill-To party of a Freight Bill, Customer Service will display a pop-up message regarding the Check List items attached to the Freight Bill. Default is set at 'False' (no warning).

XStop Details

When set to 'True', copies Detail Lines upon the creation of an Extra Stop. Default is set at 'True'.

XStop Interliners

When set to 'True', copies Interliner Details upon the creation of an Extra Stop. Default is set at 'False'.

XStop PickUp Info

When set to 'True', copies Pickup Info upon the creation of an Extra Stop. Default is set at 'False'.

XStop Popup

Default is set at 'False'. Setting this option to 'True' will result in an Extra Stops Maintenance and Sequencing dialog popup box appearing which is the same information showing in Customer Service Extra Stops online help topic.

XStop Time Interval

This value sets the default time (in minutes) between stops that are entered on the XStop pop-up window in the Customer Service program. Enter an integer value that represents the minutes between stops. Default is set at '0'.

XStop Trace Numbers

When set to 'True', copies Trace Numbers upon the creation of an Extra Stop. Default is set at 'True'.

XStop Use Fields

When set to 'True', copies User Fields upon the creation of an Extra Stop. Default is set at 'False'.