Codes Maintenance

The Codes Maintenance program is used to create and view codes that are used throughout the TruckMate system. Some of these codes, such as Zone and Status Codes, are integral to the functioning of the system. Others, like Engine and Transmission Codes, are optional and used for informational purposes only.

To access Codes Maintenance:

From this location	Go to
TruckMate Menu and TruckMate Task List	TruckMate 2023.x and later: Settings & Configuration > Codes Maintenance TruckMate 2022.x and earlier: Profiles > Codes Maintenance
Windows Start Menu	TruckMate 20xx > Codes Maintenance
Windows Explorer	C:\Program Files (x86) > TruckMate 20xx > Codes.exe

From this location

Go to

TruckMate Menu and TruckMate Task List

TruckMate 2023.x and later:
Settings & Configuration > Codes Maintenance
TruckMate 2022.x and earlier:
Profiles > Codes Maintenance

Windows Start Menu

TruckMate 20xx > Codes Maintenance

Windows Explorer

C:\Program Files (x86) > TruckMate 20xx > Codes.exe

Layout of the Codes Maintenance window

There are Security settings you can use to limit which users can access any of the View menu items / tabs available within the Codes Maintenance window..

Codes Maintenance - View menu / tab icons

The tabs for Codes Maintenance can be accessed using the View menu or the tab icons on the task bar.

Click the hyperlinks in the following list to view the details for each Codes Maintenance topic.

View (tabs)	Description
Accessorial Charge Codes	Accessorial Charge Codes are extra charge Codes that can be added to freight bills based on the bill’s details. For example, accessorial charges can be added to a bill based on the freight’s declared value. Accessorial charges can be configured so they are automatically applied to every bill, or assigned to specific customers using features in the Rates Maintenance program.
Carrier411 Options	Carrier411 options are related to safety ratings generated by Carrier411 Carrier Monitoring Service. Many safety alert options can be set to control the system behavior based on the ratings generated by Carrier411 and how those ratings are perceived.
Check List Items	The Check List Item tab allows you to setup 'Check List' Codes that are assigned to Customer Codes in the Customer & Vendor Profiles program and applied to Freight Bills in the Customer Service program.
Command Center Integration	The Command Center Integration tab allows you to setup options for calling the Command Center from other TruckMate applications by right-clicking.
Commodity Codes	Commodity Codes are used to describe the type of freight on a freight bill. Commodity Codes are entered on the detail lines of freight bills in the Customer Service and Quick Bill Entry programs. They are also used for commodity-based rating, where rate sheets are configured to apply to specific commodity classes. Groups of commodity Codes are collected under commodity classes. Commodities can be designated as dangerous goods and / or temperature - sensitive freight, which will cause the Customer Service and Quick Bill Entry programs to display warnings. You must configure commodity classes before you configure commodity Codes. Default commodities can be assigned to customers and vendors in the Customer & Vendor Profiles program.
Consolidation Types	Identifies required matching column heading criteria used to group and consolidate related freight bills together for billing and Interliner pay.
Countries	Used to maintain the list of countries used throughout the TruckMate suite of programs.
Custom Defined Fields	The Custom Defined tab allows you to setup the 'Custom Defined Fields' sections of various TruckMate applications.
Driver Activity Codes	Allows you to maintain the list of driver activity codes used by the Driver Profiles program on the Driver Days Off tab..
E-Mail Setup	Used to create and maintain the email templates and template text used by various TruckMate applications to send emails using a template. This feature is used for a variety of tasks throughout the system, from Freight Bill Confirmation e-mails from the Customer Service program to Carrier Assignment notifications in the Dispatch program.
Engine Codes	Engine Codes can be assigned to Power Units in the Power Unit Profiles program. They are for informational purposes only, and are not used elsewhere in the system.
Equipment Class Codes	Equipment Class Codes are assigned to power units and trailers to describe their type, such as 'reefer' or 'flatdeck'. The Requested Equipment field in the details sections of the Customer Service and Quick Bill Entry programs uses equipment class Codes to record customer requests regarding the equipment type that should carry the freight.
G/L Splitting Definitions	General Ledger Splitting Codes are employed in many Interliner transactions, or whenever Freight Bill revenue is being split between two or more parties or G/L Accounts.
Holiday Setup	The Holiday Setup tab of the Codes Maintenance program allows you to define your Company’s 'Weekend' periods (if, for example, your weekends are someday other than Saturday and Sunday), and allows you to specify which days are Company Holidays.
Imaging	The Document Imaging tab of the Codes Maintenance program allows you to specify your preferences for using Third Party Imaging Software within your TruckMate applications. For more information regarding Document Imaging in general, see the Document Imaging Overview.
Industry	Used to create and maintain a set of industry codes used by the Customer and Vendor Profiles program on the Industry tab to group related customers by a text code instead of having to use the NAICS number.
Operation Codes	The Operation Codes tab allows you to setup Operational Codes for use in other TruckMate applications
Payment Providers	Configures the connection setup information for the Worldpay payment provider used for online credit card payment processing within TM4Web.
Power Unit Permits	Used to create and maintain a set of permit types used by the Driver Profiles program on the Power Unit Permits tab to prepopulate read-only Description and Province/State field information and to supply a default Expiry Date fields.
Service Failure Codes	Service Failure Codes are Codes that describe any number of ways in which a Freight Bill is not completed, or is completed with damaged or lost Freight. These Codes are used in a variety of TruckMate applications.
Service Level Definitions	Service Level Codes are Codes that describe how quickly freight should be delivered. Service levels are assigned to sites in the Site Setup program, and are displayed on the Details tab of the Customer Service program, and in the top right corner of the Quick Bill Entry program.
Shipping Instruction Definitions	The Shipping Instructions tab allows you to define standard Shipping Instruction Definitions for use in other TruckMate applications.
Site Setup	The Site Codes section is used to configure Billing 'Sites'. These Sites are used within the Customer Service program and the Quick Bill Entry program to differentiate groups of Freight Bills by their Freight Bill number configuration. Also, you can set defaults for data entry for different Sites, such as the Service Level and Default Delivery Zone. In the Quick Bill Entry program, you are prompted to specify the Site from which you wish to enter Bills as the program loads. You can also change the Site from within the program by clicking on the arrow buttons beside the Site field at the bottom of the screen. In the Customer Service program, you can change the Site by clicking on the Site button in the bottom right corner of the screen.
Status Codes > Client Changes	These status codes are used when changes to the Client Profiles information must be audited, vetted and approved by someone before the changes are accepted and allowed to update the client profile information.
Status Codes > Credit Status	Allows you to setup your Credit Status Codes assigned to Clients in the Customer & Vendor Profiles program.
Status Codes > Dispatch/Orders	Status Codes are assigned to freight bills, resources (such as drivers, power units and trailers) and dispatch trips to indicate their current condition. For example, when a load is picked up at the shipper’s site, a status Code is assigned to the trip by the dispatcher to indicate that the freight has been picked up and that the driver is en route. As another example, a status Code is assigned to a freight bill when it has been delivered and approved for update to the Accounts Receivable module. When a new TruckMate database is created, status Codes are automatically inserted (as taken from the inserts.sql file). You can also view essential status Codes and suggested status Codes for TruckMate. Note: You can add additional Status Codes, and make changes to the existing Status Codes. However, use caution when deleting Status Codes. In cases where the system automatically assigns a Status Code, there must be a Status Code that is the Default for Category for the applicable Behavior Category. For example, when a trip is 'DELVD' in the Dispatch program, associated freight bills are automatically assigned the Status Code that is the Default for Category for the Completion Code Behavior. It doesn’t matter what that Status Code is called, it only matters that it exists.
Status Codes > OS&D	Allows you to create and maintain the list of OS&D status codes. These appear on the Customer Service program > OS&D/POD tab > OSD sub-tab > Status History sub-tab Status column.
Status Codes > Safety	Allows you to create and maintain a set of safety codes used by the Customer and Vendor Profiles program on the Carrier Insurance tab of the Vendor Profiles to indicate whether this vendor has an acceptable safety code level making it suitable for dispatch operations to use.
Trace Number Types	The Trace Number Types tab allows you to configure some details regarding the 35 Trace Types that have been hard-coded into your system. The Trace Types that display here are populated from the TRACE_TYPE table.
Trace Number Validation Rules	The Trace Number Validation Rules tab allows TruckMate Users to define (and/or modify) specific validation rules for each of the Trace Numbers in the TruckMate Database, and to associate these validation rules with specific Customers or Customer Groups (as defined in the CLIENT table).
Transmission Codes	Transmission Codes can be assigned to Power Units in the Power Unit Profiles program. They are for informational purposes only, and are not used elsewhere in the system.
Travel Modes	Used to create and maintain a set of Travel Modes used by the various Dispatch program trips such as the Multi Mode Dispatch program in the Trip Details grid. For each Travel Mode Code, you can specify rules concerning its usage (i.e., weight restrictions for the Travel Mode / Terminal Mode combination, etc.).
Unit Codes	Unit Codes are used to describe units of measurement, such a pieces, weight and currency. Unit Codes are used in the Customer Service and Quick Bill Entry programs when entering Detail lines. They are used in the account modules (Accounts Receivable, Accounts Payable and General Ledger) to calculate currency exchange. They are used to record distance information in the Dispatch module.
Zone Codes	Zone Codes are used to indicate position information. Freight bills use zone Codes for their origin and destination positions; automatic rating tables are structured according to zone Codes; dispatch activity (trip legs) and history are organized by zone Codes.

View (tabs)

Description

Accessorial Charge Codes

Accessorial Charge Codes are extra charge Codes that can be added to freight bills based on the bill’s details. For example, accessorial charges can be added to a bill based on the freight’s declared value. Accessorial charges can be configured so they are automatically applied to every bill, or assigned to specific customers using features in the Rates Maintenance program.

Carrier411 Options

Carrier411 options are related to safety ratings generated by Carrier411 Carrier Monitoring Service. Many safety alert options can be set to control the system behavior based on the ratings generated by Carrier411 and how those ratings are perceived.

Check List Items

The Check List Item tab allows you to setup 'Check List' Codes that are assigned to Customer Codes in the Customer & Vendor Profiles program and applied to Freight Bills in the Customer Service program.

Command Center Integration

The Command Center Integration tab allows you to setup options for calling the Command Center from other TruckMate applications by right-clicking.

Commodity Codes

Commodity Codes are used to describe the type of freight on a freight bill. Commodity Codes are entered on the detail lines of freight bills in the Customer Service and Quick Bill Entry programs. They are also used for commodity-based rating, where rate sheets are configured to apply to specific commodity classes. Groups of commodity Codes are collected under commodity classes. Commodities can be designated as dangerous goods and / or temperature - sensitive freight, which will cause the Customer Service and Quick Bill Entry programs to display warnings. You must configure commodity classes before you configure commodity Codes. Default commodities can be assigned to customers and vendors in the Customer & Vendor Profiles program.

Consolidation Types

Identifies required matching column heading criteria used to group and consolidate related freight bills together for billing and Interliner pay.

Countries

Used to maintain the list of countries used throughout the TruckMate suite of programs.

Custom Defined Fields

The Custom Defined tab allows you to setup the 'Custom Defined Fields' sections of various TruckMate applications.

Driver Activity Codes

Allows you to maintain the list of driver activity codes used by the Driver Profiles program on the Driver Days Off tab..

E-Mail Setup

Used to create and maintain the email templates and template text used by various TruckMate applications to send emails using a template.

This feature is used for a variety of tasks throughout the system, from Freight Bill Confirmation e-mails from the Customer Service program to Carrier Assignment notifications in the Dispatch program.

Engine Codes

Engine Codes can be assigned to Power Units in the Power Unit Profiles program. They are for informational purposes only, and are not used elsewhere in the system.

Equipment Class Codes

Equipment Class Codes are assigned to power units and trailers to describe their type, such as 'reefer' or 'flatdeck'. The Requested Equipment field in the details sections of the Customer Service and Quick Bill Entry programs uses equipment class Codes to record customer requests regarding the equipment type that should carry the freight.

G/L Splitting Definitions

General Ledger Splitting Codes are employed in many Interliner transactions, or whenever Freight Bill revenue is being split between two or more parties or G/L Accounts.

Holiday Setup

The Holiday Setup tab of the Codes Maintenance program allows you to define your Company’s 'Weekend' periods (if, for example, your weekends are someday other than Saturday and Sunday), and allows you to specify which days are Company Holidays.

Imaging

The Document Imaging tab of the Codes Maintenance program allows you to specify your preferences for using Third Party Imaging Software within your TruckMate applications. For more information regarding Document Imaging in general, see the Document Imaging Overview.

Industry

Used to create and maintain a set of industry codes used by the Customer and Vendor Profiles program on the Industry tab to group related customers by a text code instead of having to use the NAICS number.

Operation Codes

The Operation Codes tab allows you to setup Operational Codes for use in other TruckMate applications

Payment Providers

Configures the connection setup information for the Worldpay payment provider used for online credit card payment processing within TM4Web.

Power Unit Permits

Used to create and maintain a set of permit types used by the Driver Profiles program on the Power Unit Permits tab to prepopulate read-only Description and Province/State field information and to supply a default Expiry Date fields.

Service Failure Codes

Service Failure Codes are Codes that describe any number of ways in which a Freight Bill is not completed, or is completed with damaged or lost Freight. These Codes are used in a variety of TruckMate applications.

Service Level Definitions

Service Level Codes are Codes that describe how quickly freight should be delivered. Service levels are assigned to sites in the Site Setup program, and are displayed on the Details tab of the Customer Service program, and in the top right corner of the Quick Bill Entry program.

Shipping Instruction Definitions

The Shipping Instructions tab allows you to define standard Shipping Instruction Definitions for use in other TruckMate applications.

Site Setup

The Site Codes section is used to configure Billing 'Sites'. These Sites are used within the Customer Service program and the Quick Bill Entry program to differentiate groups of Freight Bills by their Freight Bill number configuration. Also, you can set defaults for data entry for different Sites, such as the Service Level and Default Delivery Zone. In the Quick Bill Entry program, you are prompted to specify the Site from which you wish to enter Bills as the program loads. You can also change the Site from within the program by clicking on the arrow buttons beside the Site field at the bottom of the screen. In the Customer Service program, you can change the Site by clicking on the Site button in the bottom right corner of the screen.

Status Codes > Client Changes

These status codes are used when changes to the Client Profiles information must be audited, vetted and approved by someone before the changes are accepted and allowed to update the client profile information.

Status Codes > Credit Status

Allows you to setup your Credit Status Codes assigned to Clients in the Customer & Vendor Profiles program.

Status Codes > Dispatch/Orders

Status Codes are assigned to freight bills, resources (such as drivers, power units and trailers) and dispatch trips to indicate their current condition. For example, when a load is picked up at the shipper’s site, a status Code is assigned to the trip by the dispatcher to indicate that the freight has been picked up and that the driver is en route. As another example, a status Code is assigned to a freight bill when it has been delivered and approved for update to the Accounts Receivable module.

When a new TruckMate database is created, status Codes are automatically inserted (as taken from the inserts.sql file). You can also view essential status Codes and suggested status Codes for TruckMate.

Note: You can add additional Status Codes, and make changes to the existing Status Codes. However, use caution when deleting Status Codes. In cases where the system automatically assigns a Status Code, there must be a Status Code that is the Default for Category for the applicable Behavior Category. For example, when a trip is 'DELVD' in the Dispatch program, associated freight bills are automatically assigned the Status Code that is the Default for Category for the Completion Code Behavior. It doesn’t matter what that Status Code is called, it only matters that it exists.

Status Codes > OS&D

Allows you to create and maintain the list of OS&D status codes. These appear on the Customer Service program > OS&D/POD tab > OSD sub-tab > Status History sub-tab Status column.

Status Codes > Safety

Allows you to create and maintain a set of safety codes used by the Customer and Vendor Profiles program on the Carrier Insurance tab of the Vendor Profiles to indicate whether this vendor has an acceptable safety code level making it suitable for dispatch operations to use.

Trace Number Types

The Trace Number Types tab allows you to configure some details regarding the 35 Trace Types that have been hard-coded into your system. The Trace Types that display here are populated from the TRACE_TYPE table.

Trace Number Validation Rules

The Trace Number Validation Rules tab allows TruckMate Users to define (and/or modify) specific validation rules for each of the Trace Numbers in the TruckMate Database, and to associate these validation rules with specific Customers or Customer Groups (as defined in the CLIENT table).

Transmission Codes

Transmission Codes can be assigned to Power Units in the Power Unit Profiles program. They are for informational purposes only, and are not used elsewhere in the system.

Travel Modes

Used to create and maintain a set of Travel Modes used by the various Dispatch program trips such as the Multi Mode Dispatch program in the Trip Details grid.

For each Travel Mode Code, you can specify rules concerning its usage (i.e., weight restrictions for the Travel Mode / Terminal Mode combination, etc.).

Unit Codes

Unit Codes are used to describe units of measurement, such a pieces, weight and currency. Unit Codes are used in the Customer Service and Quick Bill Entry programs when entering Detail lines. They are used in the account modules (Accounts Receivable, Accounts Payable and General Ledger) to calculate currency exchange. They are used to record distance information in the Dispatch module.

Zone Codes

Zone Codes are used to indicate position information. Freight bills use zone Codes for their origin and destination positions; automatic rating tables are structured according to zone Codes; dispatch activity (trip legs) and history are organized by zone Codes.