TruckMate 2021.2 New Features: Back Office

In New Zealand you can self-assess your payable taxes, and send yourself an invoice for work provided by a vendor. To make this more automated, you can now auto-generate these ‘probill’ references within the Interliner payable workflow and automatically assign a Probill to the IP records.

A new application configuration was added to control how to auto generate the probill references within the Interliner payable workflow.

Utilities > Application Configurator > CSERV.EXE

This auto-assignment occurs when you approve the IP record (i.e., when it goes from N to S Status). If the value is 'Aggregate' and the IP is part of a Carrier Assignment or a Consolidation it will auto-assign on the first IP record that gets approved, and will assign the same probill to all the IP records in the aggregate.

To further support this feature the Interliner Payable Audit Register was modified to be able to automatically email your vendor upon posting. Two new app. configs. were added:

Utilities > Application Configurator > IPIIPR.EXE

In the Customer & Vendor Profile program, either the Address tab > 'Email' field should be filled out or at least 1 contact of the type specified in the config should be present for a vendor, and your email template should have in its content enough contacts in the 'To' field to ensure that at least 1 valid email contact is included for all vendors affected.

Note: Currently this process assumes each IP record gets its own report; if you are using the Carrier Assign form in the dispatch applications to generate IP records and/or using the consolidate function in IP Audit (IPIIPM.EXE), it will send the report to the first IP record, but not for others in that grouping/aggregate.

In the Profiles > Customer & Vendor Profiles (Profile.exe) program, you can use the Tools menu > View Email option to see these emails.

Because a template is being used, these emails do not have the Crystal report attached already filled out. You can always use the viewers right-click Forward Email to send it to yourself to see the actual contents of the report filled out.

The three main Repair and Maintenance programs:

will now prompt you to "Save modified data" if you have changed the main filter (status) or the shop filter beside it while the main query is in one of the edit modes. This prevents the current record in progress from accidentally being discarded and lost if it had not already been saved manually before the filter was changed from 'Entry' to one of the other filters.

Two new columns (Bill To / Active), were added to the Profiles > Codes Maintenance program > Accessorial Charges tab > Details grid when double-clicking the Client ID field to select a client. These two new columns are calculated (like the existing Description column) so they cannot be sorted on.

Similarly, a new "AND CLIENT_IS_BILL_TO = 'True'* condition was added to the SQL query used by the Select Client edit pick window displayed when you double-click or press enter on the Client ID field in within the Clients window.

When using the edit-pick, validation has been added to ensure the clients are both active and a "Bill To" when manually adding a client in the Clients window on the Codes Maintenance > Accessorial Charges tab. You will receive an error if the client you select is either not active or not a "Bill to".

A new application configuration was added to the Customer Service program. When the new config is True, and a particular pickup or delivery movement is marked as Direct, new logic is used to determine the SLM (Service level Matrix) times for the pickup and/or delivery portions of the Freight Bill.

Utilities > Application Configurator > CSERV.EXE

To accomodate this new feature, the Service Level, From / To times and a SQL Memo button were added to the Service Days setup window in the Profiles > Terminal Maintenance program.

The serviceable days of week are also considered when calculating the SLM for a particular Freight Bill. A pop up window with an alternative pick up date is displayed if the pick up date is not in the serviceable days of week.

A new warning system in the order creation process ensures the Service Days region/exception record used to create the orders is validated against the time of the pickup and/or delivery on an order.

The Service Days calculation for pickup/delivery will check the terminal’s weekend and holiday setting in Terminal profile’s Service Calendar tab. The SVCLEVEL.EXE > Apply terminal holidays app. config. option will determine whether to check the pickup and delivery terminal’s holiday setting.

Example: An order going from ‘BCSUR’(VAN_TERM terminal) to ‘ONTOR’(ONMIST terminal) is created and set to be picked up on May 21,2021 (Friday). Both VAN_TERM and ONMIST terminals have weekend setting and May 24,2021 as holiday.

The SLM log entries would look like this.

To further support this process, a second new application configuration was added to the Customer Service program to flag any orders where there was a mismatch in the SLM calculations or pickup/delivery window times by changing their Admin status.

Utilities > Application Configurator > CSERV.EXE

A new application configuration was added to the Customer Service program.

Utilities > Application Configurator > CSERV.EXE

A new Invoice Print option has been added to the Customer Service > Window menu to open the Invoice Print application.

TruckMate 20.4 first introduced a new intermodal enhancement to create Rendezvous bills/trips for arranging container loading equipment.

See Intermodal Enhancement - Rendezvous Bills/Trips for arranging container loading equipment (TM-151150) in the TruckMate 2020.4 Release Notes for additional information about the IM Rendezvous feature.

TruckMate 21.2 further refines the IM Rendezvous right-click shortcut menu option within the Intermodal option you can use to create Rendezvous Freight Bills within the Dispatch programs.

Previously the totals in the middle of the window were not respecting the Driver Pay Date and Bill Date filters from the bottom of the window.

Now the sum fields in the middle of the screen (Pay, Ded, Net, LD and MT) are tied to the Driver Pay Date and Bill Date filters at the bottom right of the winidow and also to the Trip # filter in the middle of the window.

A new column was also added to the bottom grid in the Payments tab, this column is labelled Total Functional Pay Amount and contains the SUM of the DRIVERPAY.TOTAL_PAY_FUNC_AMT for the selected Driver.

A new shortcut menu option was added allowing you to reprint a posted Driver Pay Check.

The Print Check Stub option is available in the Driver Pay Audit program > Show Transaction History / GL > Payment History form for posted items.

A Copy Contract wizard is now available in the Accounting & Finance > Driver Payables > Driver Pay Contracts program in the Tools menu and on the tool bar to create a new contract based on an existing one.

The wizard allows you to choose which aspects of the contract will be copied to the new contract.

Two new columns have been added to the Driver Pay setup for LTL Mileage rules in the Accounting & Finance > Driver Payables > Driver Pay Contracts > Rules tab > All Contract Rules to Select From grid.

These field values take precedent and override the PAYAUDIT.EXE > Calculate LTLMILEAGE by Mileage Rate app. config. setting which now is only used to set the default value of this field for any new rules being created.

A new warning feature has been added to the EDI Communications Manager (EDIComMgr.exe) program > Standard tab > 214-X6 sub-tab.

This warning feature is only associated with the EDI Communications Manager program > Standard tab > 214-X6 sub-tab.

When the profile is active and the Update Frequency Style is set to "Intermittent", setting the Hour, Minutes, or Seconds of the frequency will display a warning message to remind you this may cause a large amount of data transfer. This is not an issue if there is no cost to the transmission of data and if your receiver side is not limiting the amount of data received. However, if the transmission is via VAN, where transmission fees may occur per byte, having the frequency set too frequently may result in a large total cost.

The frequency change is also logged in the TRANS_AUDIT table. When you change the Hour, Minute, Seconds or Frequency Style, regardless of whether the profile is active or not, the change will be logged to the TRANS_AUDIT table.

SELECT * FROM TRANS_AUDIT WHERE TA_TABLE_CHANGED = 'EDI_PROFILES' ORDER BY INS_TIMESTAMP DESC

New fields were added to the sub-tabs in the lower section of the Dispatch > ACE eManifest (eMan.exe) program to indicate the foreign point of lading (POL) and the foreign destination port information. Both fields are read-only and are referencing the edit-pick field selection.

The Standard export Great Plains 'Billing Register' was modified to introduce a custom procedure to allow one to override the standard logic.

This allows for additional columns to be exported if necessary.

A new feature was added to the Fuel management > Card Import (CardImport.exe) program the to calculate taxes based on the Overwrite Fuel Price when the Overwrite checkbox and the Re-Calculate Taxes checkbox are selected.

This allows you to import the accurate cost of fuels and overwrite the fuel price to calculate the fuel tax appropriately for the overwrite total. This information flows into driver pay audit and will be considered as a deduction to the driver/power unit.

Two enhancements were added to the GL Reset grid:

A new Copy Chassis Per Diem rate right-click shortcut menu option has been added to the Dispatch > Intermodal Configuration (IMConfig.exe) program > Chassis Per-Diem tab to match the existing Copy Per Diem Rate function available on the Container Per-Diem tab.

In the Order Preprocessor program, when you enter the UN Number into the Dang. Goods grid, the Hazchem column will be automatically populated if it has been setup in Bulkcodes.exe.

Additional fields such as From Zone, To Zone, Equip Class, etc, were added to the Profiles > Customer & Vendor Profiles > Budget Information tab to provide more detailed information on client budget information for Actual vs Budget comparisons.

A new application configuration allows you to define a default value for the Web Enabled checkbox when you are creating new Client and Vendor profiles.

Utilities > Application Configurator > PROFILE.EXE

The Profiles > Driver Profiles > Optimization Preferences tab has been deprecated. The Op2Mate Integration was removed previously. The fields on this tab have been set to read only for legacy users but the tab and these fields will be fully removed in a future version with these two exceptions which are still used within TruckMate:

A new application configuration was added to control how voiding check transactions are handled in the Accounts Payable > Bank Reconciliation program.

Utilities > Application Configurator > EMPLOYEE.EXE

This is especially useful if another app. config. called CHKREC.EXE - 'Cleared Checks Void' = True. This allows a 'lost check' to be handled gracefully. If a check cleared in a previous period is then voided, just the voided check would show up in the current Bank Rec / GL period.

A new right-click shortcut menu Save Result option was added to the Find Carrier Near > Carriers > Rating > External sub-tab available in the Customer Service and Dispatch applications.

A new CARRIERS.API > P44 Load Offer Status application configuration option was created to allow you to send load tender offers through Project44 based on status.

Utilities > Application Configurator > CARRIERS.API

Refer to the TruckMate P44 Integration User Guide for more information about the P44 integration.

When adding a Part Code in the Repair & Maintenance > R&M Work Order program using the Edit-Pick window, the Part Class will retain the value from the previous entry.

Example

Similarly, if you clear the Part Class field before clicking OK or Cancel, the "Part Class" field will be empty when you go to enter the second part.

When a Point to Point rate sheet is created, all the TO zones are put into alphanumeric order when the rate sheet is saved. Previously, when a rate sheet was a ZONE TO ZONE sheet, the FROM zones were not being put into alphanumeric order when the rate sheet was saved.

Now when you select the Zone to Zone checkbox for a Point to Point rate sheet, the rate sheet will be rated based the FROM and the TO zone and both zones will be sorted alphabetically to improve the results from the rate sheet import function.

A new Filter by Sort Column field was added to the Rating > Rates Maintenance (Rates.exe) program > Rate Base page allowing you to filter values in the sort column.

In this example, the grid is sorted by the Description column, so filtering by "APPLE" causes the grid to display only those rows where the description starts with "APPLE".

The Service Level Matrix Testing tool was added to the LTL Service Level Maintenance (Svclevel.exe) application. It is accessed through the Tools menu with a new Service Level Matrix Testing menu option and allows you to test whether the Service Level Matrix calculation on delivery dates is working as expected.

The testing records in the main grid can be imported or manually entered. If imported, the import file should include the service level, start end, end zone, pickup date, expected delivery date provided as in this example:

The green columns are editable and the others are read only.

There are 3 buttons at the bottom of the form:

After running SLM tests, right-mouse click the grid and select View SLM Log from the shortcut menu to open the Service Level Matrix Log form which displays the same data as the SLM log entries in the Customer Service application.

TruckMate has added support for the TMT UDF (user defined fields) download which will be part of the existing Download Assets job in TruckMate. No extra job needs to be run. TruckMate will consume TMT REST API hosted on the TTC (Trimble Transportation Cloud). Only the new assets (TMT units) with the associated UDF will be imported to TM. There is no synchronization between TMT and TM for assets.