How Do I?

Open the Codes Maintenance program (CODES.EXE).

Select the Tab related to the kind of Code you would like to create. If you want to create a 'Status' Code, select the Status Tab.

Use the '+' button on the navigational bar to begin a new record, and enter the details as described in the Online Help page for the specific Tab.

Open the Codes Maintenance program (CODES.EXE).

Click the 'Site' icon on the Toolbar, or open the 'Go' Menu on the Menu Bar and select the 'Site' option.

Enter the Site Name. Make this as descriptive as possible as this is the text displayed to users when they select a site.

Enter a Prefix. You can specify up to three characters as a prefix to the freight bill number. While the freight bill number will increase sequentially, the prefix will remain the same. Keep in mind that each character of the prefix reduces the possible number of bills that can be entered for a site. For example, if you configure a bill size of 6 digits and a single letter prefix, the first freight bill will be number X00001 (a total of 6 digits), with a total number of possible freight bills being 99,999.

Enter a Bill Size. This is a maximum of 7 digits. This includes the Prefix.

Enter a Default Delivery Zone. If you specify a zone description here, it will become the End Zone (in the Customer Service program), or the Consignee Zone (in the Quick Bill Entry program), when no other value is specified for those fields. Normally, those fields will default to the zone code configured in the consignee’s profile (in the Customer & Vendor Profiles program). If consignee details are manually entered (rather than using a customer configured in the Customer & Vendor Profiles program), the zone code specified in the Default Delivery Zone field will be used.

Enter a Terminal Zone. This is the zone description selected here will be used by the Cross Dock program to organize incoming freight for cross docking purposes. If you do not specify a zone here, freight bills entered from this site will not be displayed in the Cross Dock program. Only zone codes that are configured as Terminal zones in the Codes Maintenance program are available for selection.

Enter a Site Type. Configuring a site as an LTL site generates certain data entry defaults in the Customer Service program (for example, the caller’s name and details). For freight bills entered from LTL sites, the shipper name and details will default to the caller’s name and details, the consignee name and details will not be required, and the cursor will move to the Details tab as soon as the bill header is filled in.

Enter a Service Level. Select the default Service Level for this site. Service Levels are configured on the Service Levels tab of the Codes Maintenance program. The level selected here will become the default on the Details tab of the Customer Service program, and the default Service Level in the Quick Bill Entry program.

Enter the Availability Status. When a freight bill is posted, it is assigned a freight bill number, and is displayed in the Dispatch program. You can assign the status that will be applied to the freight bill when it is posted. Only status codes of the Available and Docked behaviors can be selected.

Enter a Bill Series. This determines the numbering convention used for freight bills generated from this site. The Bill Series feature allows you to assign the same bill numbering series to two different sites. For example you may have Site 1 set with the prefix "A" so that the freight bill number appears as "A0001". Site 2 may be set with the prefix "B" so that the bill number appears as "B0001". If you assign the same bill series to both of these sites, the system will number them consecutively. For Example: A0001, A0002, B0003, A0004, B0005, …​ Notice that the prefix changes depending on the site, but the rest of the freight bill numbers increase as if they were from the same site. You can have up to twenty five bill series. If you want each site to have it’s own bill series (eg: A0001, A0002, B0001, B0002, A0003, …​); make sure that you select a separate bill series for each.

Enter a Current Series Value. The highest number that has been applied to a freight bill in this Bill Series is displayed in this field.

Enter an Edit Value, if applicable. This allows you to change the Current Series Value. If you change this value, the next freight bill posted in the Customer Service or Quick Bill Entry program will have the next consecutive number above the one specified here. Be careful that you do not set the starting freight bill number to a value that has already been used. This value will apply to all freight bills in the same Bill Series.

Place a checkmark in Allow Rate Sheet Override, if applicable. Select this when using automatic rating. Then, the system will allow a user to override the rate-sheet selected and use an alternative one for this freight bill only.

Select the Options Tab and fill in the following option:

Select the OK button at the bottom of the 'Import Table - Zone' window.

Open the DB2 Data Studio utility by selecting: Start Programs IBM Data Studio Data Studio Client.

In the Administration Explorer, select your database to expand.

Right-click on Tables and select Database Catalog Filter.

On the Database Catalog Filter for Tables screen, enter ZONE in the Value column to find a table and click Finish.

In the returned table results, right-click the ZONE table name. Point to Load and then click With Load Utility.

From the Files menu, under the Load Table ZONE tab, select the following file and options to load data:

On the Load file field, click Browse to the directory that contains ZONE.ixf file and click Open. It is recommended to keep the directory path short. For example, C:\tmp\ZONE.ixf.

Click the Columns tab.

On the Columns tab, modify the following input options to target columns.

At the bottom of the column names, the Input Column Name and Target Columns Name are not lined up. Use Move Up to line them up.

Select ZONE_ID_UP and click Move Up three times and then select SHORT_DESCRIPTION_UP and click Move Up three times.

On the Recovery tab, when doing a LOAD action,select Perform a recoverable load and then select Save a copy of the input data option.This prevents the tablespace in the table you are loading into from requiring a backup.

Click Run at the top of the wizard.

Set up Average Codes: the Average codes are used to indicate a regional market you are tracking (average) fuel prices for. Imagine that the Southwestern US States (CA, AZ, NM, NV) may be set up as a single fuel market. Set up a code, USSW, to represent the average fuel price assigned this market.

Click on the Fuel Price button to open a pop-up form.

Go to the Averages tab and create your code.

Enter in Fuel Prices: you now can start entering average fuel prices for your USSW region by date. These are usually set weekly. If you also service customers in the US NW (OR, WA, ID, MT) you can track a separate set of average fuel prices using an Average Code you would have set up in Step 1, USNW.

Click on the Fuel Price button to open the same form as above. Go to the Prices tab to enter in your fuel price rates.

Assign FSC Percentages per Accessorial Charge Code, per Customer, per Date, Per Average Code.

In Codes Maintenance > Accessorial Charges, set up a code for Extra Stops; Charge Behaviour = Extra Stops. Check the Roll Up Extra Charges flag. Check the Auto Assign By Default (only if you want them to auto add to the FB).

In the details, add a line for the first Xstop at $90.00; so if there is only one Xstop on the freight bill, then the $90.00 charge would apply. Add any other criteria needed in the detail line.

Then right-click on the detail line and click on Show Memo and add the following to the first Xstop charge: NO_STOPS = 1. Note: This will look at the TLORDER.NO_STOPS value of the parent bill.

For the second Xstop, add another detail line at $120.00 (this is the manual part where you must determine what the charge would be for twp Xstops in this scenario). In this example it would be $90.00 for the first stop plus $150 for the second stop = $240, divided by two stops = $120.00 each stop.

Add any other criteria needed in the detail line. Then right-click on the detail line and click on Show Memo and add the following to the second Xstop charge: NO_STOPS = 2. Note: This will look at the TLORDER.NO_STOPS value of the parent bill.

Open the Codes Maintenance program (CODES.EXE).

Open the 'Go' menu and select the 'Imaging' option. The Imaging Tab will display. Choose the Imaging Vendor you are using from the 'Imaging Vendor' section near the top of the screen.

Select the Rendition Print Tab.

Select the 'Crystal Report' option in the 'Method' section and 'Invoice Print' in the 'Print From' section. The 'Order By' section should have 'Bill Number' selected, and both of the options in the 'Interaction' section should be selected.

You need to specify the name of the Imaging Company’s custom printer driver: do so by using the pull-down menu labelled 'Printer Driver'.

Specify the location and name of the XML data file that will be written in the 'XML Data File (Including Path)' field. An example might be: 'C:\IMAGING\DATA.XML'. This file will be read and deleted by the Imaging Company.

Enter a Timeout specification in the 'Timeout After' section- this will tell TruckMate how long to wait in case the Imaging Company’s service is not running or not deleting the .XML file properly.

(Optional) Some Imaging Vendors require a 'Backup Documents String' that indicates what kind of documents (Bills of Lading, etc.) that they should search for in their system. There isn’t a dedicated field for this in the Codes Maintenance program, so you must enter this value in one of the 'User Defined' fields in the Customer Profiles program. Once this is done, enter the number of the User Defined field you used for the string in the 'Backup Docs List in Client User #' field.

Open the Codes Maintenance program (CODES.EXE).

Open the 'Go' menu and select the 'Imaging' option. The Imaging Tab will display. Choose the Imaging Vendor you are using from the 'Imaging Vendor' section near the top left of the screen.

Select the Rendition Print Tab and then select the 'Spool File' option in the 'Method' section before selecting the Method Tab.

You need to specify the directory that the Spool Files are to be created in and their filename extension. Spool Files are named according to the current day/time stamp (ex: YYYYMMDDHHMMSS.TXT) to avoid overwriting a previous Spool File.

Enter 'TXT' in the 'Extension' field, if it is not already there.

You can change any of the other minor formatting options ('Max. Detail Lines per page' will control how page breaks occur in the generated Spool File, for example).

(Optional) With the 'Pegasus' viewer, you also have the option of using a 'Backup Documents String' value. See 'Step 8' above for more information.

Configure your Rendition Printing options in the Codes Maintenance program > Imaging Tab for your specific Vendor.

Open the Invoice Printing program (BILL.EXE), click: Start Programs TruckMate Billing Invoice Print

Choose the options required to select the batch of Invoices that you would like to print. When the 'Select Crystal Report' window opens, you can either choose the Default Crystal Report to 'preview' what the Invoice will look like when printed, or click the 'Cancel' button to close the Crystal Selection window and proceed to the Rendition Print options. If you have selected a Crystal Report and see the 'report preview' screen, simply close the preview window to proceed.

You will now be prompted (if setup is correct in the Codes Maintenance program > Imaging Tab) as to if you would like to do a Rendition print.

If you are using the Spool Method, the text file will be generated to the directory you have specified (see above). If you have turned on the 'progress bar' (again, in the Codes Maintenance program > Imaging Tab), you will see a '1 of x' progress bar displayed during the Rendition printing process.

If you are using the Crystal Method, then you will again be prompted for a Crystal Report to print to (as in the 'preview' step above). Once you select the report you wish to use, the Rendition print will begin. The Crystal Report will be run/called for each and every Freight Bill/Invoice included in your selected Invoice batch. The output from Crystal is sent to the custom printer driver supplied by the Imaging Company, which converts it to a '.TIFF' file, stores the image in the system, and indexes it with information generated from a small '.XML' file that is created during the printing of the Crystal report.

Open the SQL Execute program (SQLEXEC.EXE).

Select the SQL Tab.

Enter and execute the following script:

UPDATE CONFIG SET THE_VALUE='C:\RendLog' WHERE PROG_NAME=''RENDPRINTDRIVER.DLL' AND THE_OPTION='LogFile'

Open the created 'RendLog.txt' file in the C:\ directory.

Open the Billing Register program (BILLBR.EXE), click: Start Programs TruckMate Billing Billing Register

The steps are basically the same as from the Invoice Printing program: Fill in the selection boxes, click the 'Print' button, either 'Cancel' or 'Preview' and then close the Crystal Report selection options, and then click 'Yes' to do a Rendition Print.

Open the Statement Printing program (BILLLTL.EXE), click: Start Programs TruckMate Billing Statement Printing

The printer is selected on the main program screen. If it is not, select one.

If the 'Preview' option is checked, a Crystal Report preview will display when you click the 'Print' button; if it is not selected, the program will go directly to the Rendition Print (the output of the Rendition Print goes to the Imaging Company’s printer driver).

You can complete this process from either the AR Inquiry program (ARRA.EXE) or the Statement Printing program (BILLLTL.EXE)- indicate which of these you would prefer to use in the Codes Maintenance program > Imaging Tab.

The process is basically as outlined in the above question when in the Statement Printing program.

In A/R Inquiry, click one of the 'Print' icons on the toolbar, and choose 'Statement of Account' from the list of available options. Then follow the same process as outlined above.

Open the Codes Maintenance program > Imaging Tab (CODES.EXE). Choose 'EBE-Ships' as your Imaging Vendor.

Set the 'Method' to 'Crystal Report', then select the 'Method Tab'. Select the 'EBE-Ships custom printer driver' in the 'Printer Driver' pull-down menu. Set a valid path and name for the '*.XML' file.

Open the Dispatch program (DISPATCH.EXE), click: Start All Programs TruckMate 2013 Dispatch

Right click in the Trip Grid and select the right-click context menu 'Carriers' option. After previewing (or cancelling) the Crystal Reports screen, you will be asked if you want to 'Send Crystal Reports to the Imaging Printer?'. If you answer 'Yes', you will again be prompted to select a Crystal Report, but this time, instead of the Report printing to the screen (and you having the option of sending it to the printer), it is sent directly to EBE-Ships.

EBE-Ships Contract Management then takes care of faxing or emailing the Interliner, getting a response (accept or reject) and updating the status in TruckMate.

Open the Codes Maintenance program > Imaging Tab (CODES.EXE). Choose 'Acordex' as your Imaging Vendor.

Setup an imaging document that uses the 'TLORDER' Table and the 'BILL_NUMBER' field.

Open the TMW Service Host program. Create and configure the Scheduler Run DLL Service.

Select the ellipsis button next to the 'DLL File' field and choose the AcordexUpdate.dll file.

In the 'Routine' field, enter 'AcordexRecentUploads'.

In the DLL Setup Tab Grid, enter the following values:

Start the Scheduler Run DLL Service by right-clicking the service name and selecting the 'Start' button. As long as the service is running, your Acordex scanned document names will be automatically downloaded.

Open the TMW Service Host program and choose the Scheduler Run DLL Properties window.

Select the ellipsis button next to the 'DLL File' field and choose the AcordexUpdate.dll file.

In the 'Routine' field, enter 'AcordexCrossReferenceUpdate'.

In the DLL Setup Tab Grid, enter the following values:

To test, add an Interliner record to a Freight Bill and set its 'Probill' number. When the TruckMate Scheduler calls the AcordexCrossReferenceUpdate function of AcordexUpdate.dll a file will be created in the same folder with a timestamp filename containing the updated cross reference records.