TruckMate 2021.1 New Features: Back Office

A new library component (RateVendors) has been added to show Vendor Rating logs.

IP Tab example:

The US Payroll Configuration has been simplified in the Employee profile and payroll processing applications by deprecating legacy screens and portions of the code that were used prior to standardizing on the Payroll DLL several years ago.

These legacy grids have been made read-only with an information message indicating they are for historical reference only and not actively used for calculations.

Currently, when the ARRA.EXE > Do Not Copy IP'* app. config. is True, then the I/P record will not be created on the Credit and Rebill Freight Bills if the original IP record is in I or A interface_status.

This new feature is a global configuration to disable the creation of the I/P record on Credit and Rebills regardless of the interface_status, which is on top of the ARRA.EXE > Do Not Copy IP app. config. logic.

A new Allow Disable IP Creation in Credit/Rebill security setting has been added in Security > Misc > Customer Service to control which users have permission for triggering the logic.

A new Exclude IP on Credit/Rebill checkbox has been added to the Credit Meno and Rebill box displayed when you credit a freight bill.

When the 'CSERV.EXE > Create IP Credit' app. config. is False, and the 'Exclude IP on Credit/Rebill' checkbox is selected, the system will not create an I/P record for a credit and rebill claim whatever the INTERFACE_STATUS is.

TruckMate customers having their own fleets may still want to use other carriers for some portions of a shipment.

For routing and rating purposes, TruckMate now uses the concepts of “direct” or “indirect” moves.

When a freight bill (FB) is created, TruckMate will now perform more advanced comparisons between the zones, terminals and carriers configured in the system to provide a more dynamic routing plan that reflects the true nature of the shipment.

This choice is not exclusive, however: any single zone in the system can be serviced by either first party assets or third party carriers.

Once the zones have been configured using the new features below, the system will intelligently create a terminal plan for each FB based on new variables and the specifics of the FB.

Hourly Driver Pay has been enhanced to use Mobile Comm Login and Logout time events so a payment will be generated for a Driver regardless of the trips he/she worked on.

A new driver-related status with Other Code Behaviour was created: LOGOFF (LOGON already exists in TruckMate system and is also used).

An Insert trigger on Tb:MOBCOMM_DRIVER_LOGON was added to insert LOGON/LOGOFF status codes in Tb:DRSTAT when the driver logs on/off the mobile device. When a Driver logs-off, this trigger will calculate the driver pay for the work done between the Logon/Logoff status code changes.

Created new LTL drop-down option for Hourly Pay Rule, called MComm in Driver Pay Contract program ('Rules > Hourly' tab)

A new Hourly-MobComm category was added for Pay Codes in Driver Pay Contract program ('Pay' tab). This Hourly-MobComm needs to be set in order to use this new hourly pay feature.

Create a new right-click shortcut menu option in PayAudit to help supervisors recalculate the Hourly (MobComm) driver pays.

In order to use this enhancement, you will need to make sure you have set up the following in the Driver Pay Contract module:

What to expect:

When you drill down on the payments in the AR Cash Receipts (Arrce.exe) program, the 'Payment' column is now displayed in the currency of the AR, and additional columns on the right were added to reflect the AR information converted to the cheque’s currency.

As a result, your imported cash receipts with differing currency should import being balanced.

See What’s New in Cash Receipts for details.

The Accounts Payable > Check Register (ApNcr.exe) program has been converted to run as a Windows service to allow the register to run in the background at pre-scheduled time without user intervention.

A new Windows Service tab has been added to the main form of the Check Register program together with its associated icon buttons and drop-down menu in the tool bar.

There is also a new APNCR - Allow Service Configuration Button checkbox option in the Utilities > Security Configuration program > Security tab > Business Events > Allow Changes section.

See What’s New in Check Register for details.

TruckMate 21.1 includes a new app. config. option to generate either a single invoice (one FB per invoice) or multiple invoices per Statement Print period.

Utilities > Application Configurator > IMAGING

A new Enter Parameter Values form has been added to the Command Center program to pass parameters to a stored procedure.

See What’s New in Command Center for details.

The NAME column has been added to the Customer Service > Extra Stops Maintenance and Sequencing window grid. Adding an XStop will populate the NAME column.

The Origin shipper and final destination will be used to populate the NAME when the form is opened.

A new application configuration was added to allow users to use a drop-down list to enter the reason for a pickup/delivery or appointment date change in the Customer Service program.

Utilities > Application Configurator > CSERV.EXE

The short description field of the selected reason code will automatically appear on the reason description field.

The short descriptions are defined in the Profiles > Codes Maintenance program > Service Failure Codes.

Text has been added to the Customer Service header to indicate if the freight bill is a Split Bill, if it is the Parent of the Split Bills it will show how many splits there are in total (SPLIT BILLS #) and if it is one of the Child Split Bills it will show what Split # of Total Splits # (SPLIT # of #).

The link to add/update the client in the Customer and Vendor Profile (PROFILE.EXE) was modified to allow you to invoke a custom procedure when inserting/updating the client.

The standard client edit-pick was also modified to include all 10 user fields, allowing searches by those columns as well.

On the Customer Service program > I/P tab > Rating sub-tab > Rating Audit grid, additional columns have been added to give visibility to the discounts used for a vendor rate sheet.

The Rates Maintenance program > client & Vendor Discounts/Minimums tab charge grid displays the ID column.

The Export Selected Records function in the Direct Deposit (DirDep.exe) program now includes a Currency code identifier (e.g. 'CAD' or 'USD') when you are exporting in the CPA (Canadian Payments Association) format. This only applies to the CPA format.

The currency to use is based on the Bank account you selected prior to using the Export Selected Records function.

A new Driver Pay Register Windows service has been added to the Accounting & Finance > Driver Payables > Driver Pay Register (Payreg.exe) program allowing the register to run as a scheduled service in the background without user intervention.

The service schedule and logging options can be configurated via the Windows Service menu to open the Driver Pay Register Service Options window.

A new Utilities > Security Configuration program > Security tab > Business Events > Allow Changes > PAYREG - Allow Service Configuration button has been added to control which users can create and configure this Windows service.

A cargo level 309 EDI transaction can now be sent automatically to Canada customs as soon as the bill is created to allow you to verify the shipment will clear customs and is good to load on a northbound linehaul trailer.

Previously, sending cross-border customs EDI (309) was trip-based but now Shipment-based manifests (ie/ no trip #) are allowed. The process can start off with freight bill creation in Customer Service (CServ) or EDI. Full automation may be achieved with custom code.

To support a Cargo-only manifest, the 309 Cargo Only Manifest (no trip) checkbox must be selected in the ACE eManfest program > Tools menu > Defaults > CA (CBSA) tab.

In addition to a new eManifest button in the Customer Service > Customers tab and the Multi Mode Dispatch > Trip Summary tab, the ACE eManifest (eMan.exe) program has a number of new features:

See What’s New in eManifest for details.

The Accounting & Finance > General Ledger > GL Journal Entries (Gje.exe) program has a toolbar option to Import Journal Entry.

In previous TruckMate versions, when you used this feature, the Actual Date (orig_date) was always set to be the same as the Posting Date (DATE_TRANS, the 4th column in the import file), regardless of the ORIG_DATE (the 7th column), in the Import file.

A new Application Configuration option was added to control which of these scenarios you wanted to occur when you are using the Import Journal Entry function.

Utilities > Application Configurator > GJE.EXE

Here is an example when the config is set to True so the Actual Date reflects the ORIG_DATE from the import file.

The Interline Pay > Interline Payable Audit Register (ApNcr.exe) program has also been converted to run as a Windows service to allow the register to run in the background at pre-scheduled time without user intervention.

A new Windows Service tab has been added to the main form of the Interline Payable Audit Register program together with its associated icon buttons and drop-down menu in the tool bar.

There is a new IPIIPR - Allow Service Configuration Button checkbox option in the Utilities > Security Configuration program > Security tab > Business Events > Allow Changes section.

See What’s New in Interline Payable Audit Register for details.

Now you can differentiate between a print and a reprint by specifying 'Truckmate Invoicer' for prints, and 'Truckmate Invoicer Reprint' for reprints in the comment of the "FB PRINTED" ODRSTAT records.

See What’s New in Invoice Print for details.

Customers can pick an appointment for purchases that will either be picked up or delivered. For example, the initial appointment record will be created in a third party system (e.g., Bringg), and this appointment record will be sent into TruckMate into a new TruckMate table.

When new orders are either sent into Order PreProcessor, or automatically imported into Customer Service, these orders will be validated against the new table and the system will attempt to make a match, based on a number of factors. If a match is made, the order time will be updated on the Freight Bill to correspond with the appointment record. The appointment records can be viewed by clicking the Tools > Planned Appointments menu option in the Order PreProcessor program.

This will bring up the new Planned Appointments window with a read-only grid displaying the records from the the new TB_APPTS_PLANNED.SQL table.

There is a Status filter and the grid can be filtered by any of the columns. You can control how many records are displayed by using the Row Count.

Now you can click Compare on the Order preprocessor program to see the results even if the target freight bill had already been assigned to a trip, but when you click the Update button you will get an error message to prevent the freight bill from being assigned.

Previously if an EDI 'Update' order came in, but the target freight bill had already been assigned to a trip, you could not compare the 'Update' that it wanted to do since it was stopped earlier.

The local tax descriptions for US Payroll have been revamped to remove the dependence on the legacy non-DLL local tax tables.

The tax descriptions are now set globally using the Payroll configuration program (US DLL tab) or customized on each employee’s profile. These 30 character descriptions are shown in Box 20 on printed W2 forms (not part of the electronically submitted files).

Prior to this change, TruckMate could only automatically pick up the data from the old table if each local code had a separate 'Payable' code so if 2 entries shared the same mapped code, it might select the wrong code. You should review this tab to confirm your old descriptions transferred properly.

If a code and code description was assigned to an employee in the Employee Data application (EMPLOYEE.EXE), verify the correct information is displayed here:

If you update the description in Payroll Configuration after installing the 21.1 update and if the employee has that local code already provisioned but the description was blank, it will now be updated to the current description.

A warning message was added to the Vendor Profiles > Types and Payroll tab if you are attempting to change the carrier type and the carrier is already configured in Zone setups.

This warning message applies to vendors of the following types:

The TruckMate descriptions associated with the California State level withholding value was updated to match form DE-4 (Employee’s Withholding Allowance Certificate).

To avoid having to manually convert state filing status description to the new values for each California employee profile, this TruckMate relase includes a schema patch for these California employees to convert the state filing status description to the new values. This prevents the status from being reset so you will not have to re-enter them all manually.

A new application configuration option has been added to the Rates program. This affects the behavior of an existing feature in TruckMate where a rating conversion factor is used to automatically increase the rate charged for over-sized Pieces or Pallets. This recalculates the number of pieces or pallets, based on conversions from other units, and provides rates using this calculated value.

Utilities > Application Configurator > RATES.EXE

The rate conversion units and thresholds are set in the Rates Maintenance program.

A rate sheet is set up for the conversion and from/to service zone, then is attached to a client by F6.

When a FB is created for this client and from/to service zone matches, this rate sheet is available. If the rate sheet apply auto conversion kicks in and populates the highest CRU (Combination Roll Up) value in the Area field.

The user can add a new type of Cost Summary "Other" to populate the Other category in the Safety & Compliance > Incident Tracking > Cost Summary tab.