Export Wizard

Each of the export types requires a specific TruckMate License.

Configure Export Wizard using the options found under Configuration Options > EXPORTWIZ.EXE.

There are no specific options available in the Security > Business Events section of Security Configuration directly related to the Export Wizard executable.

The Export Wizard will create export files and requires a file directory location indicating where the files will be stored. Create this file folder before running the Export Wizard. There are no requirements for a specific name or location.

For TruckMate users who are already using the TruckMate Export to create integration files and some of the export file creation routines have been customized, you will need to contact TruckMate support in order to upgrade to the latest TruckMate version. A custom "stub" will need to be created to allow the latest version of TruckMate to use your customized code.

Each of the export options have been assigned startup codes (e.g. -g1, -g2, -g3) to allow the software to start the Export Wizard with an Export Type already selected. For example, the following menu options are already setup and available within the TruckMate Task menu where the -g# has been set to the startup command line parameter for the executable name.

For example, …​\ExportWiz" -g3 for Export to PCMILER Fuel Tax as seen in the TruckMate Task Menu for Fuel Management.

The startup code numbers correspond to the export type ID numbers so you can create your own MS Windows shortcuts to start the Export Wizard with some other export type already selected. For example, "…​\ExportWiz" -g8 would start with TCG/LTL/Traffic Costing Info already selected as the export type.

If you run the basic Utilities > Export Wizard from the TruckMate Task menu, no ID number is supplied as a default so you will be prompted for the Export Type.

Some of the Export Wizard export types can be run as a Windows service.

For example, the IDSC Fuel tax export type can be added and configured as a service called Export Wiz within the TMW Windows Service program. The Great Plains Accounting export type can be can be added and configured as a service called Export.

When using the Export Wizard to generate integration files, click Next on the Welcome window to start the procedure.

Select the Export Type.

Note: You will have to clear the Type field if it is defaulting to some other export type in order to select the desired value from the complete list of available types.

If you want to restrict which export types are available in the list, use the Edit Types button.

Note: An additional Export Type 'XML' is also available but requires custom code. If your company is interested in XML format exports please contact a TMW Systems representative to find out more details.

To proceed with the Export Wizard process, you require a separate License Key for each of the available export types. If you do not have the required License Keys, a small warning window will appear and you will not be able to create the export files for this export type. Contact TruckMate Support to obtain the proper License Keys.

Most export types are also associated with their own specific set of Sub-Types. Use the Check All and Uncheck All buttons to quickly select the sub-types, or select them individually with your mouse.

Note: Some export types do not require the selection of sub-types. For example, the IDSC export type has no sub-types so it only requires a date range to be defined and the Optimum Solutions Export type requires you to select a Payroll Batch Number.

Enter values into the From and To date fields to provide a date limitation for your export files. Click the calendar button to select the months, year and date.

Note: Some export types (e.g. Macropoint and Optimum Solutions Export) do not require you to indicate a date range.

Use the ellipses button to indicate the location of the file directory where you would like to have the generated Export files created and stored.

Once you have entered the file directory and click Next, it may take a few minutes to process the data. An "Exporting…​ please wait until done (when buttons are re-enabled)." message will be displayed and the bottom buttons will be disabled until the export process is complete.

Note: If the process is taking too long and you wish to cancel, click the Abort button.

After you abort, you will not be able to proceed with the FTP portions of the process. To continue the export, click the Back button and regenerate the export files.

Once the export files have all been created, the buttons will be enabled and the export log file will be updated.

Note: The Save, Print, and Clear buttons are all associated with the export log text file. They are used to save and display the results of the export process.

The View button allows you to select any of the export files in the export folder and review them for accuracy if you have the right program for viewing the file types. For example, MS Excel or Notepad for viewing CSV files.

Go to the file directory where the files were created if you want to see the resulting set of .CSV export files. The folder will contain a variety of different file types depending on the export type.

Warning: If a file of the same name already exists in the folder selected to store the export files, it will be overridden without warning.

The Save, Print, and Clear buttons are all associated with the export log text file.

To send the files to an FTP site:

Once you have indicated which files to upload, the FTP Site window will appear.

Once the files have been sent to the FTP site, the FTP Log window will appear and display a summary of which files were sent up if all went successfully or an error message if there were problems.

The Great Plains Accounting export type can be can be added and configured as a Windows service called Export within the TruckMate Service Host program. Go to Utilities > TruckMate Service Host to see more details regarding configuring this service.

When using the Export Windows service, it is useful to know that the Filter Type information is displayed on the Export Setup window in the Group Sub-Type grid and the Advanced Settings - Details tab to identify the type of filtering designed for this export type. (Feature added in TM 19.4.)

This will tell you the type of data you need from the Filter Column field on the Details tab. For example, if the filter type is AuditNum, you will need the column from the source table that identifies the batch # it was posted to G/L with. Other Filter Types include None and DateRange.

Go to Utilities > TruckMate Service Host > and select Properties from the shortcut menu for the Export service to display the Export – Setup / Properties configuration window. Click Data Setup to display the Export Setup window used to define export groups and their sub-types and the options related to the data to be exported.

When exporting the Microsoft’s Great Plains Accounting system, you have the three options to choose from on the Re-Export window:

Sub-types include:

Select the Audit number from the various Register programs throughout TruckMate that you wish to export to the Great Plains accounting system. The Export Wizard currently supports exporting the data from the TruckMate Billing Register program and AP Invoice Register program into the Microsoft GP accounting system.

A log table keeps track of who/when exports were run and which types and batch numbers were selected:

For the Billing Register export you will need to:

For the IP Accrual Register export, you will need to:

This type of export combines the Billing Register export and the IP Accrual Register export (both described above) in one export type. Instead of exporting the Billing Register and the IP Accrual Register in two separate exports (which might be needed sometimes) you can combine the two in one export, which will create combined GL entries in GP (less entries) instead of multiple GL entries as a result of separate exports.

Before you use this option, make sure to satisfy the following conditions:

For Billing Register Plus IP Accrual export you will need to:

Note: If you run both the 'Billing Register Plus IP Accrual' export and the 'IP Accrual Register' export on the same FB’s, they will get double posted in GP. So, a company should decide to go with either the 'Billing Register Plus IP Accrual' export or with the two exports 'Billing Register' and 'IP Accrual Register' - and not switch back and forth. You can hide the one(s) you don’t want to use in exportwiz.exe (so users don’t accidentally run the wrong one(s)). This is done via SQL (set column EXPORT_TYPE.ACTIVE to False)

For Interline Payables Audit Register, you will need to:

For the Driver Payables Register, you will need to:

Although COD and Supplier registers are part of operations, these are little-used by TruckMate clients and (thus far) have not been implemented.

No sub-types need to be selected when exporting IDSC (Integrated Decision Support Corporation) fuel tax data.

Use the Export Wizard to manually export data from FT_FUEL Table (which has either been imported via the Card Data Import program or manually added via Fuel Tax Trip program) to the IDSC Expert Fuel module. The term manual in this case means that you will be prompted for Date Range values to perform the export. It is up to you to make sure that:

Alternatively, you can do the export automatically using the TMW Service Host program. The service will auto-export records, stamping them so they are not re-exported.

Note: The IDSC Export Type will create a file called Fuelact.dat (in directory you specify) that lists fuel purchases (rows from the FT_FUEL Table) for the date range you specify for later import into the IDSC Expert Fuel program.

Sub-types include:

No sub-types or date range vales need to be selected when exporting MacroPoint data.

The export type does not include sub-types or require a date range, only a Payroll batch number needs to be selected from a drop down list.

When using the Export Wizard to export to PC*Miler Fuel Tax, not all import types are required, and, although you may export the files from TruckMate all at once or in any order, the order of import into PC*Miler Fuel Tax is important. You may also decide to not import certain fields into PC*Miler Fuel Tax (most are optional).

To exclude a field, simply do not assign 'column' and 'length' to the field in the Import Layout Setup (in Tools > Import > Advanced Settings in PC*Miler Fuel Tax). For example, you may decide to not import TruckMate fuel tax trip numbers in Fuel Purchases (*.fp) so that PC*Miler Fuel Tax is forced to determine the trip number by matching to a (previously imported) trip by Date / Unit.

Power Units (PUNIT - *.unt) should be imported FIRST (otherwise you may get an error in PC*Miler Fuel Tax when importing fuel purchases or trips for a non-existent unit). If your active Power Unit list is fairly static, then it only needs to be exported/imported periodically (after changes in TruckMate). Of course, if your Power Unit list is very static, then you may decide to maintain it manually in PC*Miler Fuel Tax and never need to export/import.

Fuel Purchases (FT_FUEL - *.fp) should always be exported and should always be imported LAST (especially if you decide to not import the trip number).

For Trips, you have several choices- you should only chose one option:

If you are using the Fuel Tax program in TruckMate (regularly creating and auditing fuel tax trips from dispatch trips), then it is recommended that you export 'Origin-Dest (FT_TRIP)' and 'State Mileage (FT_TRIP_DETAIL)'. In this case, you should import 'FT_TRIP' before 'FT_TRIP_DETAIL' and you should include 'TripID' in setting up *.fp.

Otherwise, if you were using the 6.1 or 7.0 Fuel Tax Export program (FTEXPORT.EXE), then chose one of:

All four of these choices create a PC*Miler Fuel Tax trip for every TruckMate dispatch leg; the trip number will be of the form 'X.Y' or 'XSY' where 'X' is the TruckMate dispatch trip number and 'Y' is the TruckMate leg number. They all will take longer to import into PC*Miler Fuel Tax (both for trips, because it needs to generate the mileage breakdown by jurisdiction as it imports, and for fuel purchases, because it needs to determine the trip number as it imports). For any of these four options, DO NOT include 'TripID' in setting up *.fp (because a TruckMate fuel tax trip number will not match up to a TruckMate dispatch trip number / leg sequence).

The complete list of available fields in the setup of the import file layouts in PC*Miler Fuel Tax (Tools > Import > Advanced Settings) is as follows:

Sub-types include:

TruckMate License Key # 29008 is required to run the SMC³ TCG LTL/Traffic Costing Info export. For information on obtaining TruckMate license keys, contact a Trimble TruckMate representative.

Note: This solution works with Export Wizard and is not TMW Windows Service integrated.

All export files for the SMC³ TCG LTL/Traffic Costing Info integration are created as CSV files. Previously, some of the files were created as DAT or TXT files. If you are using the latest TruckMate versions and patch versions (e.g. TM 2018.3+) containing this change where the export files will all be created as CSV files, you will need to contact SMC³ and let them know. SMC³ will need to set a switch via a flag imbedded in the SMC³ software for each file and send you a modified version of the SMC³ software to enable the TruckMate / SMC³ integration to use the CSV files.

Sub-types include:

All export files for the SMC³ TCG LTL/Traffic Costing Info integration are created as CSV files. Previously, some of the files were created as DAT or TXT files. If you are using the latest TruckMate versions and patch versions (e.g. TM 2018.3+) containing this change where the SMC³ export files are all CSV files, you will need to contact SMC3 and let them know. SMC³ will need to set a switch via a flag imbedded in the SMC3 software for each file and send you a modified version of the SMC³ software to enable the TruckMate / SMC³ TCG integration to use the CSV files.

User must avoid saving an export file opened in Excel to CSV if any of the fields start with '0'. For example, if GL Account code is all numeric and starts with '0' saving from Excel will drop the leading '0'.

If TruckMate is set to allow postings to prior GL periods, the export will not send those postings if the prior period has already been exported to SMC³ unless prior period can be re-exported.

For TruckMate users who are already using the TruckMate Export / SMC³ TCG LTL/Traffic Costing Info integration and customized some of the export file creation routines, you will need to contact TruckMate support in order to upgrade to the latest TruckMate version. A custom "stub" will need to be created to allow the latest version of TruckMate to use your customized code.

In order to ensure the SMC³ LTL and Traffic cost information systems have enough information for analysis and reporting purposes, the data requirements are set up in two phases. First a cost model is setup and then the costed traffic information.

The following tables describe the typical checklist for the SMC³ setup and identifies those parts that are supplied by data files coming from the TruckMate Export Wizard. The items marked as MANUAL required you to provide the data manually. Consult the SMC³ implantation documentation for more information.

When using the Export Wizard to generate export files for LTL/Traffic Costing Info purposes, there are several sub-types options. Each export sub-type is associated with a specific export file.

To export SMC³ TCG LTL/Traffic Costing Info: