trailer file maintenance - tmw systemstmws.tmwsystems.com/learningcenter/tmws/docs/file_m… ·...

6. Trailer File MaintenanceWhat is a trailer profile?.......................................................................................................6.3Trailer File Maintenance window field definitions.................................................................6.4Adding/maintaining a trailer record......................................................................................6.9

Opening an existing trailer record..................................................................................6.9Adding a trailer to your system.......................................................................................6.9Deleting a trailer record................................................................................................6.10

Managing customer trailers................................................................................................6.11Setting up the customer trailer feature........................................................................6.11

Activating the customer trailers feature..................................................................6.11[Misc] customertrailer.......................................................................................6.11

Setting up BK RevType1 options.............................................................................6.12Creating the RevType1 label options in the label file.........................................6.12Linking users to a specific RevType1 classification............................................6.12

Creating Parent companies.....................................................................................6.13Creating trailer profiles...........................................................................................6.15

How the customer trailer feature works........................................................................6.16Adding/maintaining miscellaneous trailer information.......................................................6.17

Viewing, adding, or deleting photos in a trailer profile..................................................6.17Inserting a photo in the Trailer File Maintenance window.......................................6.17Deleting a photo from the Trailer File Maintenance window....................................6.19Viewing and attaching photos in the View Attached Object window.......................6.19Deleting a photo in the View Attached Object window............................................6.21

Recording/viewing a trailer’s expirations......................................................................6.22Selecting the status of expirations you want to view..............................................6.24Adding an expiration...............................................................................................6.25Deleting an expiration.............................................................................................6.26Marking an expiration as complete.........................................................................6.26Activating the Expiration Audit report feature.........................................................6.27

ExpirationAudit..................................................................................................6.27Recording/viewing trailer accessories and inventory items..........................................6.29

Creating accessory types...................................................................................................6.30Viewing a trailer’s accessory list.............................................................................6.32Adding a non-inventory accessory to a trailer’s profile...........................................6.34Removing a non-inventory accessory from a trailer’s profile..................................6.35Recording quantities for inventory accessories.......................................................6.36Checking the quantity of inventoried trailer accessories.........................................6.37

[Misc] TrailerInventoryQuantityWarning............................................................6.37Viewing an inventory history...................................................................................6.38How accessories/inventory items are used for load requirements..........................6.38

Recording/viewing trailer compartment details and innage/outage charts...................6.41Adding a compartment detail record to a trailer profile..........................................6.41Creating or modifying an innage/outage chart definition........................................6.43

Recording/viewing notes on a trailer............................................................................6.45Adding notes to a trailer profile...............................................................................6.45Deleting a note.......................................................................................................6.46Viewing notes..........................................................................................................6.47

Viewing a trailer's assignment history................................................................................6.49

Copyright © 2013 TMW Systems, Inc. 1 Revised: 1/2013A Business Confidential Document.

Trailer File Maintenance

Looking up stop detail for all trips.................................................................................6.51Looking up the stops for a trip......................................................................................6.52Reviewing the revenue generated by a trip..................................................................6.53Looking up pay data for a trip.......................................................................................6.54

File Maintenance 2 Revised: 1/2013TMWSuite


What is a trailer profile?Resource profiles are a series of information folders that contain data relevant to one individual resource. A profile must be created for each resource referenced in the system. At implementation and whenever a new trailer is obtained, a profile is created for each trailer. The Trailer File Maintenance window is used to record primary trailer profile information.



Trailer File Maintenance window field definitionsNumber Unique ID code assigned to the trailer. A maximum of eight

alphanumeric characters is allowed.

Owner/Payto The Pay To code that represents the entity that should receive payment for trips hauled by this trailer.Note: This field is not applicable for company-owned trailers.

ILT SCAC Standard Carrier Alpha Code for the trailer.

Company ID ID of the company that owns the trailer. The company record must be set up before assigning the trailer to the company.

ILT Indicates if the trailer is an Interline Trailer. The options are: Yes No

Plts Pallet count on trailer – currently not functional.

Notes Click the Notes indicator to view/record notes for a trailer. If no notes exist, the indicator is grey. If a note exists, the indicator is yellow. If a note has been assigned Alert status exists, the indicator is red.

Operating Cost/Mile

Cost per mile to operate the trailer.

Assigned Pup ID of the secondary trailer that was last attached to this trailer.

Acctg Type Indicates the method of reimbursement for trips in which the trailer was involved. The options are:

NonePayment is never made to the trailer PayrollDo not select this option; it is not applicable for trailers Accts PayablePayment is made to the trailer on behalf of an owner/operator or third party carrier



City The city location of the company that owns the trailer.Note: If the company record contains the city where the company is located, the system automatically fills in this field with that information.

Equip't Type Indicates the equipment type. The options are: ChassisA frame with wheels and container locking devices that are used to secure the container for movement. ContainerA large standard size metal box into which cargo is packed for shipment aboard specially configured oceangoing containerships and designed to be moved with common handling equipment enabling high-speed intermodal transfers in economically large units between ships, railcars, and truck chassis. DollyAn auxiliary axle assembly having a fifth wheel used to convert a semitrailer to a full trailer. Trailer (default)A motor vehicle designed for carrying cargo and for being drawn by another motor vehicle.

Note: The field options are hard-coded into the system and cannot be changed.

PURCHASE INFORMATION

Acquired Two fields: Field 1: Date when the trailer was originally acquired.

Field 2: Indicates whether the trailer is New, Used, Leased, or a Rental.

Original Cost Trailer’s original purchase price.

Serial Trailer’s serial number; the maximum length is 26 alphanumeric characters.

STATUS

Hub Current hub miles for the trailer.



Wash Status Indicates whether the trailer was washed after its last use. The options are:

Yes No

Note: This field is updated automatically by the Dispatch application, which is used to track stops at trailer wash sites.

Status Indicates the trailer’s current status.

In Service Date that the trailer was placed in service.

Out of Service Date that the trailer was last placed out of service.

VEHICLE DETAILS

Yr Year that the trailer was made; maximum length is 10 numeric characters.

Make Company that made the trailer; a maximum of eight alphanumeric characters is allowed.

Model Name of the trailer’s structural design; maximum length is 12 alphanumeric characters.

Axles The number of axles the trailer has.

Height Height of the trailer.

Weight Weight of the trailer.

Tare Weight of the trailer when it is empty.

HPG For refrigerated units, enter the hours per gallon of refrigeration for the trailer. Otherwise, leave the field blank.

Width Width of the trailer.

Length Length of the trailer.

License # Trailer’s license number. A maximum of 12 alphanumeric characters is allowed.

Gross The total gross weight of the trailer.

Nose/KP Length of trailer from nose to kingpin.

Kpin/Axle1 Length of the trailer from the kingpin to axle 1.

Axle1/Axle2 Length of the trailer from axle 1 to axle 2.






Last Axle/Rear Length of the trailer from the last axle to the rear of the trailer.

State State in which the trailer’s license was issued.

CLASSIFICATIONS

Company If applicable, indicate the company for which the trailer is associated. Most commonly used for multi-company organizations. The options are defined in the Company label, accessed in the System Administration application.

Fleet Indicate the Fleet to which the trailer belongs. The options are defined in the Fleet label, accessed in the System Administration application.

Division Identify the Division with which the trailer is associated. The options are defined in the Division label, accessed in the System Administration application.

Terminal Indicate the Terminal with which the trailer is associated. The options are defined in the Terminal label, accessed in the System Administration application.

Trl Type1 The name and options for this field are user-defined in the TrlType1 label, accessed in the System Administration application. Assignment of trailers to trailer classifications allows you to track the revenue collected for trips assigned to those trailers. In some cases, such classifications may also govern the pay rates used to determine trailer settlements.






BranchExecuting Terminal

As of V.2010, you can link the trailer with a cost center, booking terminal (customer service representative), or executing terminal (carrier representative).Specifying a value in this field allows you to use it as a restriction in the Find Trailer scroll window or in the Planning Worksheet's Define Views and Modify Restriction Set windows.Notes:1. This field is available only when you are set up to use

branch configuration functionality, that is, you have an entry of Y in String1 of the TrackBranch= General Info Table setting.

2. The field display name is determined by your entries in the TrackBranch setting.

3. For details on setting up branches as cost centers, see the "Branch File Maintenance" chapter in the File Maintenance guide.

4. For details on setting up booking and executing entities, see: The "Setting up the system to use the

Status Based Loads grid" chapter in the Status Based Loads Grids guide.

The Terminal and CSR setup topic in the CRM Right help, or the CRM Right guide, which is the PDF version of the help.

COMMENTS

Trl Misc1 The name for this field is user-defined in the TrlMisc1 label, accessed in the System Administration application. You can use this field to enter a free-form comment about the trailer. A maximum of 254 characters is allowed.




Adding/maintaining a trailer recordPrimary trailer profile information is recorded in the Trailer File Maintenance window.

Opening an existing trailer record1. In the File Maintenance application, do one of the following:

Click Trailer in the frame toolbar. Select Edit > Trailer.

2. In the tab area of the folder, enter the trailer ID.3. To display the trailer profile, do one of the following:

Press ENTER. Select File > Open.

Click Open in the sheet toolbar.

Adding a trailer to your system

1. Select Edit > Trailer, or click Trailer in the frame toolbar. A blank Trailer File Maintenance window is displayed, along with the icons that make up the trailer sheet toolbar.

2. To display the trailer profile, do one of the following: Select File > New.

Click New in the sheet toolbar.3. Complete the trailer profile by entering data in all appropriate fields, leaving

those fields that do not apply blank. Press TAB to move forward through data fields and SHIFT+TAB to move backward through data fields.

4. Select File > Save, or click Save in the sheet toolbar.

Note: While each trailer should have a complete profile to maintain the accuracy of system data, it is possible to add a mini-profile “on the fly”. If, for example, the dispatcher finds that the trailer has not yet been added to the system, you can select Tools > Add Trailer to create a trailer profile that contains the minimum amount of information necessary to use the trailer in the system. That mini-profile must later be modified to create a complete profile.



Deleting a trailer recordIt is recommended that you make unneeded trailers unavailable rather than deleting them. To do so, create an expiration for the trailer that uses the system code, Out of Service, as the expiration type. This will prevent the trailer’s ID from being displayed in drop-down lists from which you would select a trailer for assignment on an order.

Note: You can still see IDs for unavailable trailers if you have the Show Retired Items check box selected in the Set List Box Property window. The window is accessed from the Tools menu in all base applications.

However, if needed, you can delete a trailer record, as long as the trailer has never been recorded on a trip.

Warning: The system does not check for references to a trailer on any records other than trips.

1. With the record for the trailer you want to delete displayed in the Trailer File Maintenance window, do one of the following:

Click Delete in the sheet toolbar. Select File > Delete.

2. The system will ask for confirmation before deleting the trailer record.

3. Click Yes to delete the trailer record.The system checks to see if the record has been used on a trip. If the system check shows that the trailer was never used on a trip, the record will

be deleted.



If the system check shows that the trailer has been used on an order, the record will not be deleted and a message similar to the one shown here is displayed:

In this example, the trailer was assigned to trips and will not be deleted.

Managing customer trailersSome TMWSuite clients use their customers’ trailers to move freight. A customer’s trailer must have a profile in the system before it can be assigned to a load. It is important to categorize customer trailers differently than trailers owned by your company. The customer trailer feature lets you manage the use of customer trailers. It ensures that customer-owned trailers are used only for loads belonging to those customers.

Setting up the customer trailer featureTo use the customer trailer feature you must:

Use an INI setting to activate the feature. Set up BK RevType1 options to identify your customers. Create Parent companies if necessary. Create trailer profiles.

Activating the customer trailers featureIn the [Misc] section of the TTS50.ini file, be sure the setting customertrailer=Yes exists.



Setting up BK RevType1 optionsSetting up BK RevType1 options is a two-part process. You must

Create the RevType1 label options in the label file. Link users to a specific RevType1 classification.

Creating the RevType1 label options in the label file To create RevType1 label options, follow these steps:1. Open the label file in the System Administration application.2. Access the RevType1 label.3. Create a new option.

Note: For more information about how to set up labels, see the chapter, “Using the label file to customize fields”, in the System Administration guide.

Linking users to a specific RevType1 classification To link users to a specific RevType1 classification, follow these steps:1. Open the Edit User Profiles window in the System Administration application.2. Assign the default RevType1 to the user.



The RevType1 you specify in the user profile will automatically populate the BK:RevType1 field in the order header when this user creates a new order.

Note: The BK:RevType1 field can be edited until the order is saved. Once the order is saved, the field becomes read only.

Creating Parent companiesTo use the customer trailer feature effectively, you must assign the Bill To company to a Parent company. For example, Rose Chemicals is a large chemical company with divisions in several cities. Their Cleveland division has contracted your company to haul freight in their bulk trailers. To use the customer trailer feature, you must set up two company profiles, of for the Parent company (ROSECHEM) and one for the Cleveland division (ROSECLEV).For the Parent company, be sure to select the Parent check box.

Parent company profile



For the Bill To company: Be sure to select the Bill To check box. Enter the parent company’s ID in the DivOf/Parent field.

Bill To company profile

Notes:1. Be sure to specify the Parent company’s ID in the Bill To’s profile. If the

DivOf/Parent field in the Bill To company’s profile is set to Unknown, the customer trailer function will not work.

2. For more information about how to set up companies, refer to the “Company File Maintenance” chapter.



Creating trailer profilesYou must create a separate trailer profile for each customer trailer in File Maintenance. When the setting customertrailer=Yes in the [Misc] section of the TTS50.ini file, three customer trailer tracking fields are added to the bottom of the Trailer File Maintenance window.

Customer trailer tracking fields are shown at the bottom of the window.The required entries for the three new fields are described here:

Customer Trailer Indicate whether the trailer belongs to a customer. The options are:

YES NO

Billto Parent Enter the ID of the company that is the Parent of the Bill To company. This entry must match the entry in the DivOf/Parent field in the Bill To’s company profile in File Maintenance. If the two entries do not match, the resource assignment in Dispatch will not be saved.Note: If either the DivOf/Parent field in the company’s profile or the Billto Parent field in the trailer’s profile is set to Unknown, the system will save the dispatch assignment without displaying an error message.



BK: Terminal Enter the RevType1 selection with which the trailer is associated. This entry must match the entry in the BK: RevType1 field in the order header. If the two entries do not match, the resource assignment in Dispatch will not be saved.Note: If either the BK: RevType1 field in the order header or the BK: Terminal field in the trailer’s profile is set to Unknown, the system will save the dispatch assignment without displaying an error message.

How the customer trailer feature worksTo use the customer trailer tracking feature, the following must be true when an order is created in Order Entry or Dispatch:

The value in the BK: RevType1 field in the order header must match the value in the BK: Terminal field in the trailer profile. The value in the DivOf/Parent field in the Bill To company’s profile must match the value in the Billto Parent field in the trailer’s profile.

When the trip is saved with a status of Started or Completed, the system compares the Bill To’s profile with the profile of the assigned trailer. If the selection in the DivOf/Parent field in the company’s profile does not match the selection in the Billto Parent field in the trailer’s profile, a message similar to the following is displayed. The trip cannot be saved with a Started or Completed status.

Note: If either the DivOf/Parent field in the Bill To company’s profile or the Billto Parent field in the trailer’s profile is set to Unknown, the system will save the dispatch assignment without displaying an error message.

If the value in the BK: RevType1 field in the order header does not match the value in the BK: Terminal field in the trailer’s profile, a message similar to the following is displayed. The trip cannot be saved with a Started or Completed status.



Note: If either the BK: RevType1 field in the order header or the BK: Terminal field in the trailer’s profile is set to Unknown, the system will save the dispatch without displaying an error message.

Warning: The system will not restrict empty (MT) moves of customer trailers.

Adding/maintaining miscellaneous trailer informationFrom the Trailer File Maintenance window, you can access a number of supporting windows used to record supplemental trailer information. These windows are listed here:Window Icon Used to:

Trailer photo area -- Add a photo to the trailer profile.Driver/Equipment Status

Schedule key activities for trailers, as well as dates and reasons they will be unavailable for service in the future.

Assignment History Look up a list of trips to which a trailer was assigned during a specific date range.

Accessories Record trailer characteristics and/or supplemental items carried by the trailer.

Trailer Details Record information about the trailer compartments.

Extra Info Custom feature.

Notes Record free-form notes about the trailer.

Viewing, adding, or deleting photos in a trailer profileYou can include photos in Trailer File Maintenance using these methods:

You can attach one photo directly to a trailer profile. This photo is visible automatically when you open the profile. Beginning with TMWSuite 2013.12_08.0356, you can attach and view multiple photos to a trailer profile using the View Attached Object window.

Inserting a photo in the Trailer File Maintenance windowThe trailer profile window contains an image area that can store and display one image. The image will be visible when you access the trailer profile.To add or change a trailer profile image, follow these steps:

Note: If the area already contains an image, the image will be replaced when you assign another.



1. Click within the image area.

2. In the Select File window, select the format of the image file that you want to add in the Files of Type drop-down list.

Note: You can add a .BMP, .JPEG (.JPG), .GIF, or .WMF image file.3. In the upper part of the window, browse to the image file you want to add, and

click the file name. The file name appears in the File name field.4. Click Open. The image appears in the Image Area.



5. Save the profile.

Deleting a photo from the Trailer File Maintenance windowThe trailer profile image area does not include a button to delete an attached photo. However, you can restore a blank image area to the trailer profile using these steps:

Note: This technique works only for trailer profiles.

1. On your desktop, right-click and select New > Text Document from the shortcut menu.

2. Change the new text document’s file name to something descriptive, such as “NO_IMAGE.JPG.”Note: The filename extension must be “.JPG”.

3. Using the steps listed for Inserting a photo in the Trailer File Maintenance window, attach the file you just created to the profile. The image area becomes blank.

4. Save the profile.

Viewing and attaching photos in the View Attached Object windowBeginning with TMWSuite 2013.12_08.0356, you can include multiple photos or other types of images in a trailer profile using the View Attached Object window. This window is also available in Driver, Company, and non-driver employee profiles. If this is your first time attaching photos to a profile, see:Appendix B: Setting up, accessing, and troubleshooting the File Maintenance profile photo feature | Section: Setting up the File Maintenance photo feature in this guide to confirm your system is set up properly.

Note: Your TTS50 file must be set up to enable accessing profile photos, and the computer must have Microsoft Office 2003, 2007, or 2010 installed.



1. Select View > Photo, or click Photo in the sheet toolbar. The View Attached Object window opens. Here, the window displays an image.

2. In the View Attached Object window: To scroll through all photos attached to the profile, click the Previous or

Next button. To add a photo or edit fields, continue with Step 3. If you are finished with the View Attached Object window, click to close the

window.3. To add a photo, click Load New.4. Browse to and select the photo you want to add. 5. In the Picture Type drop-down list, select a picture type.

Notes: 1. The options in this field are defined by your company, using the PictureType

label.2. If you want to add or modify this field for an existing photo attachment,

select an option from the drop-down list and re-save the attachment. 3. This step is optional unless you have [Misc]RequireTypeOnPicture=Y in

your TTS50. 6. If you want, you can enter a comment in the field to the right of the Picture

Type field. Note: In you want to add or modify information for an existing photo attachment, edit the field and re-save the attachment.

7. Click Save to store the photo.



8. Click in the upper right corner of the View Attached Object window to close it.

Deleting a photo in the View Attached Object windowTo delete a photo from the View Attached Object window, follow these steps:1. In the View Attached Object window, click Previous or Next to select the photo

you want to delete.

2. Click the Delete button. The system asks for confirmation.

3. Click Yes. The system deletes the photo.4. Click Save.5. Click in the upper right corner of the View Attached Object window to close it.



Recording/viewing a trailer’s expirationsTMWSuite allows you to schedule key activities for your resources, as well as dates and reasons they will be unavailable for service in the future. Key activities and out-of-service reasons are custom defined by your company in the System Administration module. Within the system, notices regarding key activities and out-of-service dates are referred to as expirations. Expirations can be used to take trailers out of service, as well as to record dates scheduled for routine preventive maintenance.Expirations are added, modified, and deleted in the Driver/Equipment Status window, which is accessed in File Maintenance and Dispatch. Any expiration record can be entered or updated in the File Maintenance application. Some records may also be entered or updated in the Dispatch application. Data entered in one application will appear in the other.

Note: Two types of trailer expirations are set up in System Administration using the TrlExp and TrlStatus labels.

Non-dispatch type expirationsBy default, non-dispatch type expirations cannot be added or updated in Dispatch. Such expirations have been assigned codes of 199 or less within System Administration. To allow dispatchers to modify non-dispatch expirations, the OverrideDispExp=Yes setting must exist in the [Dispatch] section of your TTS50.ini file. Dispatch type expirationsDispatch type expirations are those that can be added and/or updated in the Dispatch application. Such expirations have been assigned codes of 200 or greater within System Administration.



To access the Expirations window, do one of the following: Select Edit > Expirations.

Click Expirations in the sheet toolbar.

Note: If you select the Expirations command with a trailer’s profile opened, the system will automatically display that trailer’s expirations. If you select the command with no trailer profile opened, the system will default to Trailer as the resource type, but you must enter the ID in the second of the two fields in the upper left corner of the Driver/Equipment Status window.

When you enter an expiration record, you must specify its priority. There are two levels of priorities:

Priority 1Critical expirations are assigned a priority of 1. Their completion is necessary before the system will allow dispatch of that resource on, or after, the expiration's effective date. Priority 2Expirations that are not critical are assigned a priority of 2. If a Priority 2 expiration is not completed by its effective date, the system will display a warning when you assign the resource to a trip occurring on or after that date. However, dispatch is allowed.



Note: User-defined priority values for expirations are set up in System Administration using the ExpPriority label in the label file. The code assigned to a priority value determines the priority’s effect on the system. A code of 1 signifies a Priority 1 value. A code of 2 or greater signifies a Priority 2 value.

RequiredThe label option, Required, has a code of 1, which means it has a Priority 1 value. When an expiration is categorized as Required, dispatch of a resource with that expiration will not be allowed on, or after, the expiration’s effective date until the expiration is marked as completed. Key DateThe label option, Key Date, has a code of 9. Since the code is greater than 2, this means it has a Priority 2 value. Key Date can be used for an expiration that represents a significant date. Key Date expirations will never prevent resources from being dispatched.

Your System Administrator can give you a list of the Priority 1 and Priority 2 values set up for your company.

Selecting the status of expirations you want to viewIn the lower left of the Driver/Equipment Status window, three radio buttons are used to specify the status of the expirations you want to see:

Show Open Expirations onlyDisplays expirations that are not marked as Done. Show Closed Expirations onlyDisplays expirations that were marked as Done within a specific date range. Show both Open and Closed expirations Displays both open expirations and those that were marked as Done within a specific date range.

For example, to display only expirations for a trailer that were marked Done, follow these steps:1. Select the Show Closed Expirations only radio button.

2. The From and To fields are displayed in the lower right corner of the window. They are used to record the range of completion dates for the expirations to be listed. Enter the beginning date in the From field. Enter the ending date in the To field.



3. Click Open. The system automatically displays all expirations that have been marked as Done and that have completion dates falling within the specified date range.

Note: Up to three expirations can be seen at one time. If more than three expirations are recorded, the system displays a scroll bar to the right. Use this bar to scroll additional expirations into view.

4. After you complete your review of the expirations, you can clear them from the window by deselecting the Show Closed expiration only check box.

Adding an expiration1. With the trailer’s profile opened, click Add. A new expiration line is displayed.

The system automatically transfers the type of look up you initiated, such as Trailer, to the Res type field. The system also transfers the appropriate ID to the Resource ID field.

2. Make entries in these fields:Type Select the appropriate expiration type from the drop-

down list that is displayed when you click in this field.Note: The options are set up in the TrlExp label, accessed in System Administration.

Exp Date Do one of the following: If the expiration occurs on a specific date, enter that date here. If the expiration involves a date range, enter the beginning date here.

End Date Enter the date when the expiration is expected to be completed.

Location If the resource is to go to a particular location to have the expiration satisfied, enter the company code for that site here.



City/State If you made an entry in the Location field, the system will populate this field automatically. If no entry was made in the Location field, you can manually enter a city/state.

Priority To rank the importance of the expiration, select the appropriate priority code.

Expiration Pairing This field is not applicable in a trailer’s expiration.

Done Do not make an entry here. This check box is used to mark the expiration as complete.

3. Repeat Steps 1 - 2 for each additional expiration to be recorded.4. Click Save to keep your entries.5. Click Close to exit the Driver/Equipment Status window.

Deleting an expiration If an expiration has been recorded in error, you can delete it from the system. 1. Position the cursor in any field for the expiration to be removed.2. Click Delete.3. The system asks if you are sure you want to continue with the deletion. Do one

of the following: Click Yes to complete the deletion. Click No to cancel the deletion.

4. If you selected Yes, Click Save. The system permanently deletes the expiration.5. Click Close to exit the Driver/Equipment Status window.



Marking an expiration as complete When an expiration has been satisfied, you must record its completion. Until you mark the expiration as Done, it is still in effect.

Note: Once a Priority 1 expiration has reached its effective date, the system will not allow the resource to be dispatched.

Expirations can be completed manually in the Driver/Equipment Status window, or you can configure the system to automatically complete expirations of a particular type. For details on automatic completion, see the Expirations Guide. For manual completion, follow these steps:1. With the Driver/Equipment Status window open, select the Trailer # from the

drop-down list in the top left of the window.2. Enter the resource ID in the second field.

3. Click Open. All open expirations are displayed.4. If needed, change the date shown in the End Date field.

Warning: If you complete an expiration before its End Date, you must manually change the date. The system does not update the date/time in the End Date field when you select the Done check box. Therefore, the system will consider the resource as unavailable until the date recorded in the End Date field, even though the expiration has been marked as completed.

5. Select the Done check box.

6. Click Save.Notes:1. If you have the Show Open expirations only radio button selected, the

expiration record is no longer displayed in the window. The expiration is still displayed if you have the Show both Open and Closed expirations radio button selected.

2. Once the expiration is marked as Done, the system will not check future trip dates and times against its effective date(s).

7. Click Close to exit the Driver/Equipment Status window.



Activating the Expiration Audit report feature TMWSuite allows you to track all changes that were made to a resource’s expirations in both the File Maintenance and Dispatch applications.The feature is activated by the ExpirationAudit General Info Table setting.When the feature is turned on, the Audit button is added to the Driver/Equipment Status window:

To view/print a report of the activity pertaining to all closed and opened expirations recorded for a resource, click Audit. The Expiration Activities window is displayed. Notice that the resource type and ID are included in the window’s title:

The activity is shown in chronological order, with the latest change as the first line. Information is displayed in these columns:

Date The date/time the expiration was created, updated, completed, or deleted.

Key The unique, system-generated identifier assigned to the expiration by the system.Note: This column corresponds to the Key field in the Driver/ Equipment Status window.

User The user ID of the person who recorded the expiration or made changes to it.

Type The type of expiration, as recorded in the Driver/Equipment Status window.

Action The type of change made, e.g., created, updated, deleted, or completed.



Update Notes Detailed information about the change(s) made. You can use the scroll bar at the bottom of the window to view the entire Update Note column.

Note: Activity is tracked only for expirations recorded after the feature has been activated.

If desired, you can print the audit report. Clicking Print sends the report directly to your default printer.

Recording/viewing trailer accessories and inventory itemsTrailer accessories are items attached to, or carried by, a trailer. Your customer may require an accessory for a trip; or the commodity type may require an accessory. For such trips, a load requirement may be recorded for that accessory.When a tractor is assigned to the trip in Order Entry or Dispatch, the system will check the trailer profile to verify that trailer has the accessory. If not, a warning is displayed.

The Assign Driver/Equipment window, accessed in Order Entry, displays Load Requirements in the lower right corner of the window.



The Asset Assignment window, accessed in Dispatch, displays Load Requirements indicators next to the resource fields, once resources have been assigned on the trip.

For a missing must have accessory, the indicator is displayed in red.Dispatch cannot proceed until a properly equipped trailer is assigned or you override the load requirement. For a missing should have accessory, the indicator is displayed in yellow.Dispatch of the trailer can proceed.

The system tracks two types of trailer accessories: Non-inventory itemsNon-inventory items can be tools or equipment that can be used repeatedly, e.g., carts, tarps, chains, ramps, etc. Inventory itemsInventory items can be used up during normal operations and may need to be replaced or replenished from time to time, e.g., packing boxes, pallets, labels, etc. Inventory items and their quantities are recorded to ensure that the proper accessories are on hand.

Creating accessory typesTractor accessory data for a trailer is maintained in File Maintenance through the Trailer Accessory List window. However, accessory types are set up in System Administration.Both inventory and non-inventory types of trailer accessory options are set up in the TrlAcc label.

Non-inventory items are shown as options in the Accessories tab’s Type field. Inventory items are shown in the Inventory tab. The same inventory list is displayed for all trailers.Note: Initially, all inventory quantities default to zero for every trailer; quantities for individual trailers must be entered manually.

The only difference in the set up of inventory and non-inventory accessories is that the Inventory check box is selected for items that must be replenished periodically.

Note: When creating a load requirement in Order Entry or Dispatch, you cannot inventory from non-inventory items.

1. In System Administration, do one of the following:



Click Labels in the frame toolbar. Select Edit > Label File.

2. Display the TrlAcc label.

3. Click Insert in the sheet toolbar to display a new row.4. Make entries in the following fields:

Description Enter a descriptive name for the accessory type. This name will be displayed in the drop-down list for non-inventory accessories and as a fixed field value for inventory accessories.

Abbr Enter a unique abbreviation to represent this row. This value will be stored in the database.

Code Enter a unique sequential number. This is the order in which the options will display in the drop-down list for this field.

EDI Code Shows the alternate EDI code entered in File Maintenance’s EDI Code Maintenance window. If you enter an alternate EDI code in this field, it will update the code in the EDI Code Maintenance window.Notes:1. If no alternate EDI codes are recorded, either in this

field or in the EDI Code Maintenance window, the system uses the first three characters of the item code as the default EDI code.

2. For more information about the EDI Code Maintenance window, refer to the TMWSuite EDI guide.

System Code When the check box is selected, the item is essential to the integrity of system performance. You cannot modify any fields for a system code label item; you cannot delete such an item.



Retired If an accessory type is no longer needed, you can retire it instead of deleting it. Selecting this check box prevents an item from showing in lists of inventory and non-inventory accessory types.

Inventory If the accessory type will need to be replaced or replenished periodically, select this check box. This will allow you to track the quantity of the item recorded for each trailer carrying this accessory type.

5. Save your entries and exit System Administration.

Viewing a trailer’s accessory list1. With the trailer’s profile opened, do one of the following:

Click Accessories in the sheet toolbar. Select Edit > Accessories.The Trailer Accessories List window is displayed. The trailer’s ID is shown in the title of the window.

The Accessories tab, which is shown by default, lists any non-inventory items previously recorded for the trailer. The tab displays up to seven accessories at one time. If more than seven accessories have been recorded, a vertical scroll bar is displayed. Use the scroll bar to bring additional items into view.

The Accessories tab lists only those non-inventory items that are attached to this trailer.



2. To view inventoried accessories, click on the Inventory tab. All inventory items recorded in the TrlAcc label are tracked for every trailer. For individual trailers, the item quantities begin as zero. You must manually enter the initial quantity. You must track a trailer’s inventory accessories and update its record as inventoried accessories are used up or worn out.



Adding a non-inventory accessory to a trailer’s profileBefore you can record a specific accessory for a trailer, that accessory type must already exist in the TrlAcc label. If the accessory type is not included in the accessory options list, refer to the Creating accessory types section for instructions on adding it to the TrlAcc label.1. With the trailer’s profile opened, do one of the following:

Click Accessories in the sheet toolbar. Select Edit > Accessories.

2. Make sure the Accessories tab is selected.3. Click Insert. A new row is displayed.

4. Make the appropriate entries in these fields:Type From the drop-down list, select the type of accessory found on

the trailer. Note: The options shown in this field are user-defined using the TrlAcc label, which is accessed in System Administration. Any items that have the Inventory check box selected will not display in this field.

ID ID that is associated with the accessory, e.g., a serial number.

Cost Purchase price of the accessory.

Hours Currently not operational.

Acquired Date that the accessory was acquired.

Oper Cost Cost to operate the accessory, if applicable.

Fuel Type Custom.



Expire Date If applicable, enter the date the load requirement is to expire. After the expiration date, it will no longer be attached to an order.

5. After completing your entries, click OK.6. In the confirmation message, click Yes to save your entries and close the

Accessory List window.

Removing a non-inventory accessory from a trailer’s profileYou can delete an accessory record from a trailer’s Accessories List.1. With the trailer’s profile opened, do one of the following:

Click Accessories in the sheet toolbar. Select Edit > Accessories.

2. Make sure the Accessories tab is selected.3. Click in any field in the row of the accessory you wish to delete.4. Click Delete.5. To save your deletion, click OK in the lower right of the window.6. The system asks if you want to apply your changes, click Yes. The Accessory List

window then closes.

Note: You are deleting the specific non-inventory accessory for just this one trailer. The accessory type still exists in the system. If the accessory type is no longer needed for any trailer, you can retire it in the TrlAcc label, accessed in System Administration.



Recording quantities for inventory accessoriesYou must manually enter quantities for inventoried accessories, both at the time the item is added to a trailer’s list and when you update the record to show quantity changes.

Note: Your entry in the Quantity field is for reference only. Because the system does not verify that the quantity available and the quantity specified in the load requirement match, any quantity over zero will satisfy a load requirement for the item.

The date and time you update a quantity, as well as your user ID, are included in the inventory accessory record.

Note: The Last Inventory Date fields for all items are updated at the same time, even if you modify the quantity of only one item.

1. With the trailer’s accessory list displayed, select the Inventory tab.2. Enter the new amount in the Qty field.

3. Click Update.4. Click OK to exit the window.



Checking the quantity of inventoried trailer accessoriesFirst available in TMWSuite 2006.05_10.0896 Trailer accessories are recorded in the Trailer Accessory List window, which can be accessed from the Trailer File Maintenance window by going to Edit > Accessories, or by going to Tools > Add Trailer Accessories in the Dispatch application. Using the window’s Inventory tab, you can record the types and quantities of a trailer’s inventoried accessories. You can set up the system to display a warning when you enter a quantity for an inventoried accessory that is less than the previously-recorded quantity. This checking is enabled by the TrailerInventoryQuantityWarning= setting in the [Misc] section of the TTS50.ini file. With the TrailerInventoryQuantityWarning=Y in place, if you enter a quantity on the Trailer Accessory List window’s Inventory tab that is less than the existing quantity, the system displays a warning when you tab out of the Qty field. Click OK in the warning message to proceed. The system then displays a confirmation message asking if you want to apply the change. Click Yes to change the quantity, or No to keep the old quantity.

Viewing an inventory historyYou can view a history of inventory changes for a particular trailer.1. With the trailer’s accessory list displayed, select the Inventory tab.2. Click History.3. Enter a date range using the Start Date and End Date fields.

The Inventory History report is displayed as a table: Each item is a column heading. Each inventory update date/time is shown in a separate row. The quantity recorded for each item at the time of the update is shown in the

appropriate column.4. Use the scroll bar at the bottom of the window to view the history for any items

that do not fit in the initial display of the table.



If desired, you can print the report.

How accessories/inventory items are used for load requirementsLoad requirements specify special criteria that must, or should be, met when assigning resources to an order in Order Entry or Dispatch. There are two types of load requirements:

Default Load RequirementsBased on a company or commodity, default load requirements are automatically applied to all orders for that company or commodity. Order-by-order load requirementsAttached to an order in Order Entry or Dispatch, these load requirements specific to that order and are not applied to any other orders.

For complete instructions on recording load requirements, refer to these guides:Guide Chapter Section

File Maintenance Company File Maintenance Recording default load requirements for a company

Recording default load requirements for a commodity

Order Entry Understanding load requirements/ conditions

Defining load requirements/conditions for an order

Dispatch Trip Folder

Recording additional trip information

Defining load requirements/conditions



The Load Requirements for Move window below shows both types of load requirements.

The first two requirements are default load requirements based on a company or commodity.

Notice that no order number is shown for them. Each has a value of Yes in its Default LRQ field.Note: Default load requirements can be suspended on an order-by-order basis.

The third requirement was added specifically for the order. Notice that the order number is displayed. The Default LRQ field is unavailable.

The values in the other load requirement fields are not dependent upon whether the load requirement is a default requirement for a company or commodity. The following table describes the remaining fields:

Stop If the condition is applicable at a particular stop, shows the company ID for that stop.

Activity Indicates the stop type for which the condition is applicable. The options are:

Pickup Drop Both

Commodity The commodity transported on the order.

Equip. The resource type to which the condition applies. The options are:

Driver Tractor Trailer

Note: The resource type selected in this field determines the options that will be displayed in the Requirements field.



Condition The condition/requirement. 1. The first field value is either should or must.

If it is must, the system will not allow a resource that does not meet the requirement to be assigned on the order.

If it is should, the system considers the condition a preference and will display a warning when a resource that does not satisfy the condition is assigned on the order.

2. The second field value is either have/be or have not/be.

Requirement The applicable accessory or driver qualification. Notes:

1. Accessories are defined using the DrvAcc, TrcAcc, and TrlAcc labels in the System Administration application. The accessory/qualification should match the value in the Equip. field.

2. The requirement could be an inventory or a non-inventory item.

Qty. Specifies the accessory quantity required. This field is for reference only. The system does not verify a match in quantity for the required item between the load requirement and the amount recorded in the Inventory tab of the resource’s Accessory List.

Warnings:1. You should check the trailer’s profile to verify that it has enough of a particular

accessory. Order Entry and Dispatch do not check the quantity fields for load requirements. You should view this field as information only rather than as a real restriction.

2. You can change inventory quantities only in File Maintenance. Changing load requirements in Order Entry or Dispatch will have no effect.



Recording/viewing trailer compartment details and innage/outage chartsA trailer detail is a description of a trailer compartment. These descriptions are set up in the Trailer Details window, where you:

Record information for individual trailer compartments. Associate a compartment record with an innage/outage chart definition.

With the trailer’s profile opened, do one of the following: Select Edit > Trailer Details.

Click Trailer Details in the sheet toolbar.The Trailer Details window is displayed.

Adding a compartment detail record to a trailer profileYou can record detail information for each of a trailer’s compartments.1. With the trailer’s Trailer Detail window displayed, click Add in the lower left of

the window.2. Make entries in the following fields:

Comp Record the number of the compartment to which the trailer detail refers.

Wet Record whether the compartment carries wet or dry commodities.

Vol Record the number of units, e.g., volume, the compartment holds.

Units Specify the unit of measure that applies to the entry made in the Vol field.



Innage Specify whether the detail record describes innage or outage. Note: Innage is the distance between the bottom of the trailer and the top level of the commodity. Outage is the distance between the top of the trailer and the level of the commodity.

Depth Record the number of units that make up the depth of the compartment.

Units Specify the type of units by which the compartment depth is measured.

Ref Pt Specify whether the reference point is in relation to the top or the bottom of the trailer compartment.

F Bulk Record the type of partition between the front compartment and the front of the trailer. The options are:

Single Double

R Bulk Record the type of partition between the rear compartment and the front compartment of the trailer. The options are:

Single Double

Chart #/Details An entry in this field is required. Use the drop-down list to specify which innage/outage chart definition applies to this trailer compartment.

To create a new chart definition for the compartment record, click New shown to the right of the field. To continue, refer to the Creating or modifying an innage/outage chart definition section.

To associate an existing chart definition with the compartment record, select it from the drop-down list. If you need to modify the chart definition, click the Edit button shown to the right of the Chart #/Details field. To continue, refer to the Creating or modifying an innage/outage chart definition section.

3. When all entries are complete, click Save.4. Click Close to exit the Trailer Details window.



Creating or modifying an innage/outage chart definitionEach trailer detail record must specify an innage/outage chart definition. When you are entering the trailer compartment description, you can add a new chart for it, or modify an existing one.1. Be sure the compartment record is displayed in the Trailer Details window.2. Do one of the following:

To create a new definition, click New shown to the right of the Chart #/Details field.

To modify an existing definition, select the chart number from the drop-down list in the Chart #/Details field. Then click Edit shown to the right of the Chart #/Details field.

3. The Innage/Outage Charts window is displayed.

The system automatically enters the following information in the Chart Definition area of the window, based on the data you entered for the compartment record:Chart # If you are adding a new chart, the system assigns

the next incremental number. If you are modifying an existing chart, the system displays the number of the chart you chose.

Chart Type The type is based on whether you selected Innage or Outage in the Innage field.

Ht. UOM The Height Unit of Measure is determined by your selection in the Depth Units field.

Volume UOM The Volume Unit of measure is determined by your selection in the Volume Units field.



4. Make entries in the following fields.Chart Collar This free-form text field allows up to 25 alphanumeric

characters.

Chart Note Enter an appropriate remark. You may enter up to 256 characters, but only 85 characters can appear at one time.

If your note exceeds 85 characters, use the LEFT ARROW or RIGHT ARROW keys to scroll the rest of the note into view. You can also highlight the note, right-click the text box, and select Zoom Field to view the text in its entirety. To copy a word or phrase from an existing note, highlight the portion you want to duplicate and press CTRL+C. Then position the cursor in the spot where the word(s) are to be pasted, and press CTRL+V. You can cut a word or phrase from an existing note and paste it in a different spot. With the portion to be cut highlighted, press CTRL+X. Note that the word(s) are deleted from their original location. Position the cursor in the spot where the word(s) are to be pasted, and press CTRL+V.

Chart Detail Notes:1. You may add additional Height and Volume rows by

clicking Add. The system displays an additional row below the current one.

2. You may also insert a row before an existing row. Position the cursor anywhere in the existing row, and click the Insert button.

3. You can delete a row by positioning the cursor anywhere in the row and clicking Delete. The system will ask for confirmation that you want to delete that row.

Height Enter the height measurement.

Volume Enter the corresponding volume measurement.

5. Click Save to save the chart.6. Click Close to exit the Innage/Outage Charts window.7. Click Save in the Trailer Details window to save the detail record.8. Click Close to exit the Trailer Details window.



Recording/viewing notes on a trailerNotes entered for a trailer are accessible in the base applications, except System Administration and Rate Schedules.

Adding notes to a trailer profile1. With the trailer’s profile opened, do one of the following:

To add a note to the end of the list, click Add. To insert a note before an existing one, highlight the existing note and click

Insert.

The system automatically provides some information: It puts Trailer in the Attached to field. It puts the trailer’s ID in the Key field.

2. Select the appropriate entry in the Regarding field. The option you select controls how the note is filtered when a user retrieves notes later. The options are: Company Settlements Carrier Pay To Driver Billing Trailer Order



Tractor3. Enter the text of the note in the textbox. You may enter up to 256 characters,

but only 68 characters can display in the textbox at one time. If your note exceeds 68 characters, use the LEFT ARROW or RIGHT ARROW

keys to scroll the rest of the note into view. You can also highlight the note, right-click on the text box, and select Zoom Field from the shortcut menu to view the text in its entirety.

To copy a word or phrase from an existing note, highlight the portion you want to duplicate and press CTRL+C. Then position the cursor in the spot where the word(s) are to be pasted and press CTRL+V.

You can cut a word or phrase from an existing note and paste it in a different spot. To do so, highlight the portion to be cut and press CTRL+X. Note that the word(s) are deleted from their original location. Position the cursor in the spot where the word(s) are to be pasted and press CTRL+V.

4. Position the cursor in the Note/Alert field. Highlight one of the options to rank the importance of your note. Select Note if your note is informational, but not of critical importance. Select Alert if your note is of critical importance, not merely informational. The ranking determines how the system displays the Note indicator on windows associated with your note. For notes ranked as Note, a yellow indicator is displayed; for notes ranked as Alert, a red indicator is displayed.

5. Notes may be assigned an expiration date. Position the cursor in the Expiration Date field, and enter the date and time the note is to expire, if applicable.Note: Once the expiration date has passed, the note no longer triggers the Note indicator to show as yellow or red. However, the expired note continues to display in the Note window.

6. Click Save to save the note.Note: To cancel any changes, click Retrieve; the system displays the previously existing notes.

7. Click Close to exit the window.

Deleting a noteYou can delete a note by positioning the cursor in any field and clicking the Delete button. The system displays a confirmation dialog box that asks:

Are you sure you wish to delete this row?Click Yes to delete the note.



Viewing notesNotes are available from almost all TMWSuite applications. The Notes indicator is gray when there are no notes, or when only expired notes are attached to a particular company, resource, order, or movement, etc. When an unexpired note is available, the Notes indicator is displayed in yellow. If a note has been assigned Alert status, the indicator is displayed in red. The location of the indicator varies, depending on the application.

1. To open the Notes window, click Notes in the sheet toolbar, or select Edit > Notes. You may also click the Notes indicator.

2. Use the Filter By Regarding list box to select the type of notes you want to see. To see all notes, select None. As you select different filtering options, the displayed notes will reflect the current filter.

3. Click Close to exit the Notes window.

If you want to You must:

Add a note Click Add.

Insert a note between existing notes Highlight the note you want the new note to be above; click Insert.

Save your entries Click Save.

Cancel all entries made since the last time you saved, e.g., retrieves only those entries that have been saved.

Click Retrieve.

Restrict the notes displayed to those for a specific filter category

1. Click the UP or DOWN ARROW shown to the right of the Filter list box in the lower middle of the window. Scroll through the drop-down list of filter categories.

2. Select the desired category. When you do so, the system removes any note that was not associated with the selected category.

Display all notes, regardless of filter category

1. Click the UP or DOWN ARROW shown to the right of the Filter list box in the lower middle of the window. Scroll through the drop-down list of filter categories.

2. Select None. This removes any filter, i.e., restriction, that was set previously.



If you want to You must:

View a note in its entirety if it exceeds the 68 character limit allowed by the text display

Do one of the following: Use the LEFT ARROW or RIGHT ARROW keys to scroll the rest of the note into view. Highlight the note, right-click on the text box, and select Zoom Field from the shortcut menu to view the text in its entirety.

Delete a note 1. Position the cursor in any field in the line for the note to be deleted.

2. Click Delete. 3. The system will ask you whether it

should continue with the deletion. Select Yes or No.

Exit the Notes window Do one of the following: Click Close. Press the ALT+F4 keys.

Note: If you have not saved your entries, you will be asked if you want to do so before you exit.



Viewing a trailer's assignment historyThe Assignment History window displays a list of trips to which a trailer was assigned during a specific date range. If desired, you can look up additional information about a particular trip:

The complete list of the stops recorded for the trip. The dollar amount billed to the customer. The dollar amount of the settlement.

1. With the trailer’s profile opened, do one of the following:

Click History in the sheet toolbar. Select Edit > History.The Assignment History window is displayed.

2. The system initially displays a date that is 30 days before the current date in the From field, and a date 30 days after the current date in the To field.To specify a different date range for trips retrieved, enter the starting date in the From field and the ending date in the To field.

3. To have the system look up trips started, or scheduled to start, during that date range, press ENTER or click Open.The system displays a list of trips to which the trailer was assigned during the date range you specified. A line of data is displayed for each trip. The following information is displayed in the columns:Order# ID assigned to the order.

Status Dispatch status of the trip.

Date/Time Date and time the trip was scheduled to (or did) start.

From City and state/province where the trip segment originated.



To City and state/province where the trip segment ends.

First Stop Company ID of the company where the first pickup occurred.

Shipper City City and state/province where the first pickup occurred.

Last Stop Company ID of the company where the last drop occurred.

Consignee City City and state/province where the last drop occurred.

Settled? Indicates whether a settlement record has been processed for the trip.

Paperwork Received?

Indicates whether paperwork for the trip has been turned in by the driver.

Miles Total number of miles from the trip segment origin to the destination.

T/S# ID assigned to the trip segment.

Move # ID assigned to the movement.

Driver 1 ID of the lead driver assigned to the trip.

Tractor ID of the tractor assigned to the trip.

Some of the buttons in the Assignment History window allow you to access other windows, which provide details about a specific trip. The following table lists these buttons and the windows to which they correspond:Button Window Window Function

Stops Detail Lists all of the stops recorded for a trip.

Assignment History Details

Lists all stops for all trips to which the trailer was assigned.

Invoice Summary Provides a summary of the charges that were invoiced for the trip.

Settlement Summary

Provides a summary of settlement data recorded for the resource.



Looking up stop detail for all tripsTo see the Assignment History window with stop information for each trip, click Details. The information shown in the Assignment History window is expanded to show the details of each stop.

The following information displays in these columns:

Order # Order ID assigned to the order.

Move # The movement ID for that part of the order.

T/S # The trip segment ID for that part of the order.

Event Code for the primary event that occurred during a stop.

ID The company ID where the stop took place.

Name The company name where the stop took place.

City The city where the stop took place.

Arrival The date and time the load arrived at the stop location.

Departure The date and time the load left the stop location.

Driver The driver’s ID.

Tractor The tractor’s ID.

Trailer The trailer’s ID.

Miles The number of miles from the last stop location.

From this window you can: Click Close to exit the Assignment History window;or Click Details to return to the original Assignment History window.



Looking up the stops for a tripIf you have looked up trips in the Assignment History window, highlight the trip you want to view and click Stops.

Note: If you have moved from the Assignment History window to the Invoice Summary window, click Stops.

The Stops Detail window is displayed. It is shown here with sample data:

A line of data is listed for each trip. The following information is displayed in these columns:

Order # ID assigned to the order on which the stop was recorded.Note: The Order # field will be blank for any stop not associated with the order.

Event Code for the primary event that occurred during the stop.

ID ID number of the company where the stop occurred.

Name Name of the company where the stop occurred.

City City and state/province where the stop occurred.

Arrival Date and time the driver arrived at the stop.

Departure Date and time the driver left the stop.

Driver ID of the lead driver assigned to the trip.

Tractor ID of the tractor assigned to the trip.

Trailer ID of the trailer assigned to the trip.

Miles Number of miles from the previous stop to the current stop.Note: This field will be blank for the first stop on the trip.

From this window you can: Click Close to return to the Assignment History window.or



Click Revenue to look up the dollar amount billed to the customer for the order. Look up a list of stops for a different movement by entering the ID for that movement in the lookup tab and clicking Open.

Reviewing the revenue generated by a tripIf an invoice has been prepared for a trip, you can look up billing information in the Invoice Summary window. To access this window, do one of the following:

If you have looked up trips in the Assignment History window, highlight the desired trip and click Revenue. If you have moved from the Assignment History window to the Stops Detail window, click the Rvnue (Revenue) button.

The Invoice Summary window is displayed. It is shown here with sample data:

Note: If no invoice has been processed for the trip, the Invoice Summary window will be empty.

A line of data is displayed for each charge recorded in the invoice. The following information is displayed in these columns:

Order # ID assigned to the order.

Item Charge type.

Description Description associated with the charge type.

Quantity Number of units by which the dollar amount in the Rate field is multiplied to determine the total charge amount.

Rate The per item dollar amount.

Charge The dollar total that results when the number in the Quantity field is multiplied by the amount in the Rate field.Note: The dollar sum for all line items is displayed immediately below the charge for the last item.

Reference ID number, such as bill of lading number, which has been associated with the invoice.



From this window you can: Click Close to return to the Assignment History window.or Look up revenue for a different movement by entering the ID for that movement in the lookup tab and clicking Open.

Looking up pay data for a tripIf pay has been prepared for the trip, you can look up settlement information about the Settlement Summary window. This window is accessed from the Assignment History window. To do so, highlight the desired trip and click Cost.The Settlement Summary window is displayed.

Note: If no pay has been processed for the trip, the Settlement Summary window will be empty. Likewise, if the trailer is not the resource paid for the trip, no pay data will be displayed.

A line of data is displayed for each settlement item. The following information is displayed in these columns:

Order # ID assigned to the order.Settlement Item Pay type.Ld? Indicates whether the item was for loaded or empty miles.

Note: If the item is not dependent on whether miles are empty or loaded, this field displays N/A, for not applicable.

Description Description associated with the pay type.Quantity Number of units by which the dollar amount in the Rate field

is multiplied to determine the total pay amount for the item.



Rate The per item dollar amount.Amount The dollar total that results when the number in the Quantity

field is multiplied by the amount in the Rate field.Note: The total net amount for all line items is displayed in the lower right of the window.

Status Status of the pay item. Possible statuses are: On HoldPay has been assigned but is not final yet. ReleasedPay item is to be processed during the next settlement period. ClosedPay item has been processed. Transferred The pay item has been transferred to your accounting system.

Adjustment If an X is displayed in the check box at the extreme right of the data row, the item is an adjustment to the settlement for a prior trip.

Total Taxable Compensation

Lists the total taxable amount for the trip.

Total Net (Before tax, if applicable)

Lists the total amount for the trip, before taxes are added.

From this window you can: Click Close to return to the Assignment History window.or Look up settlement data for a different resource and/or trip by entering the proper IDs in the lookup tab and clicking Open.



[Misc]TrailerInventoryQuantityWarning

Applies to TMWSuite 2006.05_10.0896 and laterDescription A trailer’s inventoried accessories are entered on the Trailer

Accessories List window’s Inventory tab. This setting determines whether the system will display a warning when the new quantity you enter for an item is less than the last quantity recorded. Checking occurs when you tab out of the Qty field. If you are updating quantities for multiple accessories, you will receive the warning each time the new quantity is less than the old quantity. The warning is informational only; you will be allowed to save the new, lower quantity.

Options N (default)No warnings.

YThe system displays a warning if the new quantity of an inventoried item is less than the last quantity recorded.

Additional Notes

1. This functionality applies only to inventoried trailer accessories. 2. You can access the Trailer Accessory List window by:

Going to Edit > Accessories on the Trailer File Maintenance screen in the File Maintenance application Going to Tools > Add Trailer Accessories in the Dispatch application.

ExpirationAudit

Applies to TMWSuite: 2003 and laterDescription This setting turns on the expiration audit feature. String1 N (default)

The system will not track the creation of, or any changes made to an expiration.

YThe system will track the creation of, and any changes made to an expiration.



[Misc]customertrailer

Applies to TMWSuite: 2002 and laterDescription This setting determines whether the customer trailer feature is turned

on or off.Options No (default)

The customer trailer feature is turned off; three fields related to the feature, Customer Trailer, Billto Parent, and BK: Terminal are not displayed in the trailer profile window.

Yes The customer trailer feature is turned on; three fields related to the feature, Customer Trailer, Billto Parent, and BK: Terminal are displayed in the trailer profile window.


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