Using the label file to customize fields - TMW...

11.Using the label file to customize fieldsYour company has its own language. You use certain terms to categorize your loads, your equipment, and your drivers. You also have names for the types of data record. To enable you to retain the categorizations and terms your company uses, TMWSuite allows you to define many fields yourself. Such user-defined fields are called labels. You use these fields to categorize data in ways that make sense for your business environment.User-defined fields can be used to:

Set restrictions to limit records listed in grids. Sort records in lists of data. Restrict the records that are to be processed in queue windows. Set up dispatch views and column configurations. Set restrictions on billing rates and pay rates so that those rates are applied only when trips match the user-defined categories specified in the restriction fields. Classify data for reporting purposes. Determine how TMWSuite applies general ledger numbers for billing and pay categories.

Not all labels are user-defined. The label file also has system codes that are standard within TMWSuite. The system uses these codes internally. Normally you will not modify these codes.The last part of this chapter shows key windows in base TMWSuite applications. The illustrations identify the fields that are labels. The following sections explain how the label file can be used to customize TMWSuite.

How to edit a label.............................................................................................................11.4Determining the sort order for label drop-down lists..........................................................11.5Retiring a label entry..........................................................................................................11.6Labels with fixed values required by TMWSuite..................................................................11.7Labels used to define field values only.............................................................................11.18Labels used to define both field names and field values..................................................11.24Labels used to define field names only.............................................................................11.25Using Revenue Types to classify revenue........................................................................11.26

RevType examples.....................................................................................................11.26How RevTypes are used..............................................................................................11.27Establishing relationships between Revenue Types....................................................11.32

Configuring the system.........................................................................................11.32Setting up Revenue Type relationships.................................................................11.33Using Revenue Type relationships........................................................................11.35

Labels seen in File Maintenance.......................................................................................11.36Company Master File..................................................................................................11.36

Company File Maintenance...................................................................................11.36

Copyright © 2013 TMW Systems, Inc. 1 Revised: 10/2012A Business Confidential Document.

Using the label file to customize fields

Load Requirements...............................................................................................11.36Driver Master File.......................................................................................................11.37

Driver File Maintenance........................................................................................11.37Driver Expirations.................................................................................................11.37Driver Qualifications..............................................................................................11.38Driver Training......................................................................................................11.38Driver Testing.......................................................................................................11.38

Tractor Master File......................................................................................................11.39Tractor File Maintenance.......................................................................................11.39Tractor Expirations................................................................................................11.39Tractor Accessories...............................................................................................11.40

Trailer Master File.......................................................................................................11.41Trailer File Maintenance........................................................................................11.41Trailer Expirations.................................................................................................11.41Trailer Accessories................................................................................................11.42

Pay To Master File.......................................................................................................11.43Carrier Master File......................................................................................................11.43Commodity Master File...............................................................................................11.44City Master File...........................................................................................................11.44

Labels seen in Order Entry...............................................................................................11.45Rate-by-Total Mode.....................................................................................................11.45Rate-by-Detail Mode...................................................................................................11.46Load Requirements.....................................................................................................11.46Scroll Orders by Reference tab inquiry.......................................................................11.47Early/Late Arrival........................................................................................................11.47Customer Service Report............................................................................................11.48Assign Driver/Equipment............................................................................................11.48

Labels seen in Dispatch....................................................................................................11.49Trip Folder..................................................................................................................11.49

Order Header (Rate by Total)................................................................................11.49Order Header (Rate by Detail)...............................................................................11.50Asset Assignment..................................................................................................11.50

Planning Worksheet....................................................................................................11.51Define Views for Available Trips............................................................................11.52Define Views for Available Resources....................................................................11.53Define Views for Available Resources....................................................................11.54Load Requirements...............................................................................................11.55Driver/Equipment Status.......................................................................................11.55

Labels seen in Rate Schedules.........................................................................................11.56Edit Billing Rate Schedule Folder................................................................................11.56Restrict (billing) Rate Schedules.................................................................................11.58Edit/Enter Charge Types.............................................................................................11.59Edit Settlement Rate Schedule Folder........................................................................11.60Restrict (pay) Rate Schedules.....................................................................................11.63Settlement Item Maintenance.....................................................................................11.64

Labels seen in Invoicing...................................................................................................11.64Edit Invoice Folder......................................................................................................11.64Restrict Orders Ready to Invoice................................................................................11.65Restrict Invoices On Hold............................................................................................11.65Restrict Invoices On Hold for Audit.............................................................................11.66

System Administration 2 Revised: 10/2012TMWSuite


Print Invoices and Print Invoice Edit Report................................................................11.66Paperwork Tracking....................................................................................................11.67Invoice Format Maintenance.......................................................................................11.67Additional Invoice Header Information........................................................................11.68Order Status Report....................................................................................................11.68Credit Memo Reason...................................................................................................11.69

Labels seen in Settlements...............................................................................................11.69Restrict Settlement Data............................................................................................11.69Define Group..............................................................................................................11.70Restrict Settlement Detail Data..................................................................................11.71Deduction Type Maintenance.....................................................................................11.72



How to edit a label1. Click the Labels icon on the System Administration toolbar, or select Edit >

Label File. The Edit User-Definable Fields window is displayed.2. In the Field Name box, select the label you want to edit. Select from the drop-

down list that appears when you click the down arrow button to the right of the field. The data associated with the selected label appears. For example:

Note: To quickly jump forward in the Field Name drop-down list, type the first letter of the label you want to access. The system displays the first label that begins with that character. Use the drop-down scroll bar to locate the label you want to edit.

3. Click Insert to add a new row, or Delete to remove a row at the cursor. The Insert and Delete icons are on the sheet toolbar. Optionally, you may modify data in existing rows.

4. Make entries in these fields:Name Enter the name that you wish to display as the field name on

the corresponding window.Note: Some of the Name fields will be blank because the name of the field is hard-coded into the system. In this case, any text that you enter here will not display on the corresponding window.

Description Type the name of the label option as you wish it to appear in drop-down lists.

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

Code Enter a unique sequential number.



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 on the EDI Code Maintenance window, refer to the TMWSuite EDI guide.

System Code

A check mark in this field indicates that this item is essential to the integrity of system performance. You cannot modify grayed out fields for a label that is a system code. Also, you cannot delete such a label.

5. When you have completed additions and/or modifications, click Save.

6. To exit the window, click Close on the sheet toolbar or select File > Close.

Determining the sort order for label drop-down listsMost drop-down lists for label option are sorted alphanumerically, according to the entries in the label's Abbr column. For some labels, the Code column determines this sort order. Labels options with lower Code numbers appear ahead of entries with higher numbers. The following labels support user-defined sorting of drop-down lists by Code.

AccType1-4 CarType1-4 CmpExp CompanyDivision Domicile DrvAcc DrvAcdCdDrvCmpCd DrvExp DrvObsCd DrvTrnCdDrvTstCd DrvType1-4 Fleet OtherTypes1-2Paperwork ReferenceNumbers RevType1-4 TeamLeaderTerminal TrcAcc TrcExp TrcType1-4TrlAcc TrlExp TrlType1-4



Retiring a label entrySome label entries marked as system codes that may not apply to your business. Others that you define may become outdated. You can easily "retire" such entries. Retired entries remain on file, but they will no longer appear in drop-down lists. Later if desired, you can bring entries out of retirement.

Warning: Do not retire the "Unknown" entry for a label. In cases where a label has no entries, TMWSuite may crash. Keeping the default Unknown entry available for all labels will prevent such problems.

To retire a label entry:

1. Click Labels on the System Administration toolbar, or select Edit > Label File. The Edit User-Definable Fields window appears.

2. Use the Field Name drop-down list to display the label for which you want to retire an entry.

3. Select the Retired check box for the label entry.

4. Click the Save icon in the sheet toolbar.



Labels with fixed values required by TMWSuiteTMWSuite uses these labels internally. Do not modify them because "behind the scenes" code depends on them.

Note: Labels appear in alphabetic order by label name.

Labels with fixed values required by TMWSuite

Label Name Complete Name Function Code Abbreviations

AccCodes Accessory Codes

Intended for tracking and exchange of different types of accessories, such as pallets, carried on tractors/trailers.

BUY - BuySELL - SellXCHG - ExchangeDSCD - Discarded

ActgType Accounting Payable Type

Indicates the accounting system to be used to pay for services performed by the resource.

N - NoneP - PayrollA - Accounts Payable

ARTypes Accounts Receivable Types

Identifies the receivable account as a cash or credit customer.

CSH - CashCDT - Credit

AsgnPayStatus Assigned Payment Status

Used to track the status of pay items.

XPY - Do Not PayNPD - Not PreparedPPD – Prepared

AssType Asset Type Identifies the type of resource.

TRC - TractorDRV - DriverCAR - CarrierTRL - TrailerCHA - ChassisDOL – DollyTPR – Thirdparty

CarStatus Carrier Status Indicates whether a carrier record currently is active.

ACT - ActiveOUT - Inactive

ChrgTypeBasis Charge Type Basis

Indicates the item on which a charge is based.Note: Currently, only Shipment and Accessorial are operational.

SHP - ShipmentACC - AccessorialDEL - Delivery





ChrgUnitBasis Charge Unit Basis

Identifies the quantity for calculating a charge.

DIS - DistanceDOD - Dist (O-D)DHUB – Dist [Hub]OOR - Off RouteWGT - WeightCNT - CountVOL - VolumeFAC - FactorFLT - FlatTIM - TimeREV - RevenueMIN - MinimumDUN – DunnageEVT - EventSTOP - StopLHAUL - Linehaul

ComType Communication Type

Currently not functional

N/A

CountUnits Count Units Identifies a unit of measure used for a count of items.

PCS - PiecesCAS - CasesBOX - BoxesPLT - PalletsSLP - SlipsCOIL – Coils

Currencies Currencies Identifies the currency to be used for a dollar amount.

US$ - $US

DeductionBasis Deduction Basis Indicates the basis to be used when calculating a deduction amount during the settlement process.

FLT – FlatPAY - %PayNET - % NetGRPPAY - % Pay for GroupREV - %Revenue

DeductionPriority

DeductionPriority

Indicates how to prioritize a deduction when taking deductions during the settlement process.

1 - Draw First2 - Second3 - Third4 - Fourth5 - Manual





DeductionStatus Deduction Status

Used to track the status of standing deductions.

INI - InitialDRN - DrawnHLD - On HoldCLD - ClosedCAN – Canceled

DeductionTerm Deduction Terms

Identifies the activity or time frame on which to base deductions.

NOT - NeverPAY - Per PayQTYTRP - Per TripsQTY HRS - Per HoursQTYMIL - Per MilesSCH – ScheduleQTYEAR - Per Earnings

DispMethod Dispatch Method


VOC - VoiceVCM - Voice MailMDT - Mobile DTIVR - IVR

DispStatus Dispatch Status Used to track the progression of an order or movement through various stages to completion.

QTE - QuoteREF- RefusedDNR – Did Not ResopondCAN - CanceledTND – TenderedICO – Cancelled BillableMST - MasterNCR - No Credit AllowedUNK - No Credit StatusNBT - No Bill-To SpecifiedNR - Needs RatePCR - Passed Review DateOCR - Over Credit LimitCCR - Cont. Credit ReviewAGE - Aged Invoice HoldPND – PendingAVL – AvailableMPN – Multi PlannedPLN – PlannedDSP – DispatchedSIT – Stored in TransitSTD – StartedPRD – ParkedCMP – CompletedHST - Historical





DistanceUnits Distance in Units

Identifies the way distance is calculated.

MM – MetersMIL - MilesFT – FeetIN – InchesCM – CentimetersKMS - Kilometers

DrvStatus Driver Status Indicates whether the driver is available for dispatch.

AVL – AvailablePLN – PlannedUSE - On the RoadVAC – VacationSIC – SickHOME – HomeOUT – Terminated

ErrType Error Type Identifies the kind of error that has occurred.

CMPINV - Invalid Company IDDRVINV - Invalid Driver IDTRCINV - Invalid Tractor IDTRLINV - Invalid Trailer IDLGHCNF - Leg Header ConflictDBERROR - Data-base errorNODATA – Missing DataTRPEXP - Trip Export

EventStatus Event Status Identifies the status of an event recorded for a stop on a trip.

OPN - OpenDNE – Done

FactorUnits Factor Units Used for factor rates only. Indicates that the quantity for the calculating a charge is based on a factor that is computed by multiplying miles times pounds.

MLB - Mi x Lbs

FlatUnits Flat Units Indicates whether a fixed rate is a flat rate or a minimum rate.

FLT - FlatMIN – MinimumSTOP – StopEVT - Event

FuelPurchCode Fuel Purchase Code

Identifies the method of payment for fuel purchased.

BLK - Bulk FuelCMD - ComDataCSH – Cash





FuelPurchStatus Fuel Purchase Status

Indicates whether a fuel purchase transaction was processed successfully.

PD – ProcessedNPD - Not Processed

FuelTaxStatus Fuel Tax Status Indicates whether a fuel tax transaction was processed successfully

PD – ProcessedNPD - Not Processed

InStatus Inbound Status Used to track the status of an inbound movement.

UNP – UnplannedPLN – PlannedDSP – DispatchedHST – Historical

InvoiceDefinitions

InvoiceDefinitions

The invoice definition is a non-editable field in the invoice header that identifies the invoice type.

LH – LinehaulMISC – Miscellan.SUPL – Supplement.RBIL – RebillCRD - Credit

InvoiceSelection Invoice Print Format Selection

List of valid invoice or master bill print-out formats.

Invoices:inv01 - d_inv_format01ThroughInv37 - d_inv_format37

invdef - d_invoice_default

Master Bills:mb01 - d_mb_format01Thoughmb31 - d_mb_format31

InvoiceStatus Invoice Status Used to track the status of invoices through various stages.

CLD – CollectedCAN – CanceledHLA – OnHold for AuditHLD - On HoldRTP - Ready to PrintPRN - PrintedXFR – TransferredPRO - Inv or MB Printed





InvoiceTypes Invoice Types Indicates if the customer should receive a detailed invoice, a summary (i.e., master) invoice, or both.

INV - Freight Bill MAS - Master BillBTH - Both BillsNONE – No Output

MileageTypes Mileage Types Identifies the source of the mileage calculation.

A – ManualB - Shortest (ALK)C - Shortest (RAND)D - Practical (ALK)E - Practical (RAND)

MsgPriority Message Priority Prioritizes the messages in the Dispatch application.

HIGH – HighLOW – Low

NoteTypes Note Types Currently not functional

OrdInvStatus Order Invoice Status

Indicates whether an order is ready for invoicing.

XIN – Do Not InvoicePND – PendingAVL – AvailablePPD – Prepared

OrdPriority Order Priority Identifies the priority of an order in Order Entry and Dispatch.

1 – Highest2 – Second3 – Third4 – Fourth5 – Fifth

PaperWorkStatus

PaperWorkStatus

Used to assign a paperwork status to invoices.

ALL – All ReceivedNONREQ - None Required

PayStatus Pay Status Used to track the status of a settlement item.

HLD - On HoldPND – ReleasedCOL – CollectedREL - ClosedPRN – PrintedXFR – Transferred

PayTypeBasis Pay Type Basis Identifies the item on which to base a settlement type.

LGH - Trip SegmentINV - Invoice Line ItemANC – Ancillary





PickupDrop Pickups or Drops

Identifies options available in the drop-down list for the Activity field in the Load Requirements window

DRP - DropBOTH - BothPUP - Pickup

PtoStatus Pay To Status Indicates whether a Pay To record is active.

ACT – ActiveOUT – Inactive

RateBy Rated by Method

Identifies the basis for calculation of charge items.

FLT – FlatMIL - $/MileKLM - $/KilometerCWT - $/100 LbsLBS - $/PoundKGS - $/KilogramDAY - $/DayHR - $/HourPCS - $/PieceGAL - $/GallonLIT - $/LitreTON - $/TonMLB - $/(Mi x Lbs/ 10k)USUS - $/DollarSTOP - $/StopEVT - $/EventMIN - Minimum

ReductionRateBy

Reduction Rate Unit

Identifies options available in the drop-down list for the Reduction Rate Unit field on the Edit Settlement Rate Schedules Folder.

FLT - FLATREV - % RevenueBRATE - Use Billing Rate Type

Relationals Relational Functions

= - => - >< - <>= - >=<= - <=!= - !=in - in





RevUnits Revenue Units Identifies the form of currency to use for settlements based upon revenue.

USD - DollarCAD - Can Dollar

SizeUnits Size Units Identifies the measurement bases for the Units field.

FET – FeetMTR – MetersYRD – YardsINS – Inches

State State Identifies states and provinces.

Lists all U.S. states.Can add Canadian provinces.

StopStatus Stop Status Used to track the status of stops on an order or movement.

OPN – OpenACT – ActiveDNE – DoneNON – Non

StopTypes Stop Types Used to classify stops in the Quick Trip window in Dispatch.

BX – Box StopsDF – Difficult StopsFL - Flat StopsFY – Fly by StopsSB - Stand by CY – Carry InsSHP – ShipperCON – ConsigneeBIL - Bill ToSUP – SupplierPUP - P/U PointDRP - D/R PointOTP - Other Point





TariffBasis Tariff or Rate Basis

Indicates the criteria for which the rate schedule is applied in Automatic Rating. For Example, there may be a rate that is applied if a specific commodity is used. In this case, the tariff basis would be Commodity or "COM."

NOT - Not UsedSTP – StopsWGT – WeightCNT – CountVOL – VolumeFAC – FactorDIS - Distance (Route)DOD - Distance (O-D)OOR - Out of RouteDAM - Distance (Actual)DMT - Distance (Empty)BIL - Bill ToDHUB – Dist (Hub)COM – CommodityCLS - Commodity ClassTL1 - @TrlType1TL2- -@TrlType2 TL3- -@TrlType3TL4- -@TrlType4





TariffBasis (cont.)

OT1 - @Other Types 1OT2 - @Other Types 2OCM – Origin CompanyOCT - Origin CityOZP - Origin Zip(3-digit)OST - Origin StateDCM - Dest. CompanyDCT - Dest. CityDZP - Dest. Zip (3-digit)DST - Dest. StateRV1 - @RevType1RV2 - @RevType2RV3 - @RevType3RV4 - @RevType4AFP Avg Fuel PriceDBI – Distance (Billed)AXL - Rig AxlesSNY - Seniority (Months)SPT - State Passed ThroughDR1 - @DrvType1DR2 - @DrvType2DR3 - @DrvType3DR4 - @DrvType4RPM - Revenue per milePRT - Divis.of/ParentTC1 - @TrcType1TC2 - @TrcType2TC3 - @TrcType3TC4 - @TrcType4EVT - Event TypeTRM - Terms

TimeUnits Time Units Indicates the unit of measure if the quantity is time-based.

HRS – HoursDAY – Day

TransferTypes Transfer Types Indicates if detail information or summary information is to be included in the Accounts Receivable export.

INV - Freight BillMAS - Master Bills





TprExp Third Party Expiration

Currently not functional.

ACT – ActiveINA - Inactive

TrcStatus Tractor Status Indicates if a tractor is available for dispatch.

AVL – AvailableMPN – Multi PlannedPLN – PlannedUSE - In UseVAC - In the ShopOUT - Out of Service

TrlStatus Trailer Status Indicates if a trailer is available for dispatch.

AVL – AvailablePLN – PlannedUSE - In UseSPL - Spotted for LoadingOBL – Outbound LoadSPU - Spotted for UnloadingVAC - In the ShopDSP - DispatchedSTD - StartedCMP - CompletedOUT - Out of Service

VolumeUnits Volume Units Indicates the unit of measure if the quantity is volume-based.

CMM – Cubic MetersGAL – GallonsCYD - Cubic YardsBSH - BushelsLTR – LitresCUB – Cubes

WeightUnits Weight Units Indicates the unit of measure if the quantity is weight-based.

LBS – PoundsTON – TonsKGS – KilogramsMTN - Metric Ton

YesNo Yes/No Y – YesN – No



Labels used to define field values onlyThe following table lists labels that allow you to establish user-defined selections for certain fields. For each field, the user-defined values will appear in a drop-down list when you click the arrow shown at the right of the field. For example:

Notes: 1. For each label in the following table, the label name has been hard-coded as the

field name. You can define field values, but you cannot change the actual name of a field itself.

2. System codes exist for some labels. Although you cannot delete such label entries or change the values assigned to them in the Abbr or Code columns, you can change the values in the Description column.

3. Labels are listed in alphabetic order according to label name.



Labels used to define field values only


CarExp Carrier Expirations

Indicates why a carrier is not available for dispatch. Any expiration record can be entered or updated in File Maintenance. Some records also may be entered or updated in Dispatch. For such records, data entered in one application will display in the other. The expiration type determines whether an expiration record can be added, viewed, or modified from within Dispatch. There are two types of expiration records:"Dispatch type" expirations"Dispatch type" expirations are those that can be added, viewed, and updated in the Dispatch application via the Driver/Equipment Status window. Such expirations have been assigned codes of 200 or greater within the label file. "Non-dispatch type" expirations Expirations with codes of 199 or less are called "non-dispatch types." These expirations cannot be added, viewed, or updated in Dispatch via the Driver/Equipment Status window. Additions/updates can be done only in File Maintenance.

ACT – ActiveINA - Inactive

CheckCallEvent Check Call Event Type

Provides options in the Event field of the Check Calls window in Dispatch.

CmdHazClass Commodity Hazard Class

Department of Transportation hazard class.

CmdSubHazClass

Commodity Sub-Hazard Class

Hazardous sub-category.







CreditMemoReason

CreditMemoReason

The options you add here will be the selections available to the billing employee when he/she is prompted to record a reason prior to creation of a credit memo.

Company Company Categorize loads and/or resources for multi-company organizations

CreditTerms Credit Terms Identifies the acceptable form of payment for a customer.

PPD – PrepaidCOL - CollectOTH - OtherTHR – Third Party

Domicile Domicile Identifies the area where the driver resides.

Division Division Classify resources for multi-divisional organizations.

DrvAcc Driver Accessories (i.e., qualifications)

Identifies the qualifications a driver possesses; these qualifications can be used to satisfy load requirements for orders.

DrvAccCd Driver Accident Codes

Classify types of accidents recorded for drivers.

DrvCmpCd Driver Complaint Codes

Classify types of complaints made about drivers.





DrvExp Driver Expiration Codes

Indicates why a driver is not available for dispatch. Any expiration record can be entered or updated in File Maintenance. Some records also may be entered or updated in Dispatch. For such records, data entered in one application will display in the other. The expiration type determines whether an expiration record can be added, viewed, or modified from within Dispatch. There are two types of expiration records:"Dispatch type" expirations"Dispatch type" expirations can be added, viewed, and updated in Dispatch via the Driver/Equipment Status window. Such expirations have been assigned codes of 200 or greater within the label file. "Non-dispatch type" expirations Expirations with codes of 199 or less are called "non-dispatch types." These expirations cannot be added, viewed, or updated in Dispatch via the Driver/Equipment Status window. Additions/updates can be done only in File Maintenance.

VAC – VacationSIC – SickHOME - Send HomeINS - In Service PositionOUT – TerminatedNote: All of these system codes are "dispatch type" expirations.

DrvObsCd Driver Observation Codes

Identify types of observations made about drivers.

DrvTrnCd Driver Training Codes

Identify types of training drivers have received.

DrvTstCd Driver Testing Codes

Identify types of testing drivers have undergone.

EDI Electronic Data Interchange


EDI214Reason EDI 214 Reason Codes

The EDI 214 status reason codes to populate the list of valid reason codes in the manual 214 process of Dispatch.





EDI214Status EDI 214 Status Codes

The EDI 214 status codes to populate the list of valid codes in the manual 214 process of Dispatch.

ExpPriority Expiration Priority

Used in the company, driver, and tractor master files to indicate the priority of an expiration. The "Required" priority is used in the Dispatch application to determine if the expiration should prevent a resource from be placed on a trip. The Key Date is a special code that is used to track important dates for the resource, such as a driver's birthday.

1 - Required9 - Key Date

Fleet Fleet Identifies the fleet to which a resource belongs.

FuelType Fuel Type Used in the Fuel Tax application to identify the type of fuel purchased.Note: Currently, the Fuel Tax application is not operational.

DSL - Diesel

Groups Groups Used in the System Administration application to categorize users by groups for security access purposes.





NoteRe Notes Reference Used in all applications to identify the type of record for which a note was recorded.

C - CompanyCA - CarrierD - DriverR - TrailerT – TractorS – SettlementP – Pay ToB – BillingNONE - NoneE – EDI CMD – CommodityCOMB – Load PinTANKSZ – Tank SizesDI – Delivery InstructionsLI – Loading Instructions

Paperwork Paperwork Identifies the types of paperwork tracked in the Invoicing application.

ReasonLate Reason Codes for Early or Late Arrivals

Indicates why the driver arrived early or late at a specific stop. Responsibility in the Customer Service Report depends on the Code number: 0: "Unassigned." 1-100: "Carrier" (your company). 101-200: "Company" at the stop. > 200: "No Fault."

PayGroup PayGroup Assigns standing deductions to a group so that deductions can be made selectively by pay type.

RegionTypes Region Types Classify service regions. Regions are included in the city file and become part of the profiles of individual cities.

1 - Region Type 12 - Region Type 23 - Region Type 34 - Region Type 4





Reference Numbers

Reference Number Types

Identifies the types of reference numbers (such as a PO number) recorded for an order header, a stop, or a commodity.

REF - Reference SID – Customer Order IDSI – Customer Stop ID

Reschedule Reschedule Identifies the reason for rescheduling a dispatch event.

ServiceRule Service Rules Identifies options in the Service Rule field in the Driver File Maintenance window.

TaxType1 GST Used for Canadian GST tax. GSTTaxType2 PST Used for Canadian PST tax. PSTTeamLeader Team Leader Identifies the team leader to

which a driver reports.Terminal Terminal Identifies the terminal to which

a resource is assigned.TrcAcc Tractor

AccessoriesIdentifies the accessories on a tractor; these accessories can be used to satisfy load requirements for orders.

TrcExp Tractor Expirations

Identifies the reasons why a tractor may be unavailable for dispatch.

VAC - In the ShopINS - In Service PositionOUT - Terminated

TrlAcc Trailer Accessories

Identifies the accessories on a trailer; these accessories can be used to satisfy load requirements for orders.

TrlExp Trailer Expirations

Identifies the reasons why a trailer may be unavailable for dispatch.

VAC - In the ShopINS - In Service PositionOUT - Out of Service



Labels used to define both field names and field valuesThe following table lists labels that allow you to:

Assign user-defined field names Establish user-defined selections for certain fields. For each field, the user-defined values will appear in a drop-down list when you click the arrow shown at the right of the field.

As an example, this illustration shows the RevType1 field, which has been renamed as Trip Class:

Labels used to define both field names and field values

Label Name Complete Name

Function Code Abbreviations

AccType 1 - 4 Accessory Type

1 - 4

Intended for tracking and exchange of different types of accessories, such as pallets, carried on tractors/trailers

CarType 1 - 4 Carrier Type 1 - 4

Classify carriers into user-defined groups.

DrvPlanType1-4 Driver Plan Types

Identifies and filters different types of driver plans in the Planning Worksheet; e.g., plans for each day of the week.

DrvType 1 - 4 Driver Type 1 - 4

Classify drivers into user-defined groups.

LghType1-2 LghType1-2 Used in the Dispatch application to classify trip segments.

OtherType 1 - 2 Other Type 1 - 2

Classify companies into user-defined groups.

Regions Regions Custom label.RevType 1 - 4 Revenue Type

1 - 4Classify loads into user-defined revenue-based categories.

TrcType 1 - 4 Tractor Type 1 - 4

Classify tractors into user-defined groups.

TrlType 1 - 4 Trailer Type 1 - 4

Classify trailers into groups.



Labels used to define field names onlyThe following table lists labels that are used to establish user-defined names for certain fields. You cannot record field values for these fields.Labels are listed in alphabetic order according to label name.Labels used to define field names only


AgingPeriod1-6 Aging Period Identifies the aging periods used for the credit check feature.



CarMisc 1 - 4 Carrier Miscellaneous Comments 1 - 4

Customize the field names for free form comment fields on carrier profiles.

CmdMisc 1 - 4 Commodity Miscellaneous Comments 1 - 4

Customize the field names for free form comment fields on commodity profiles

CmpMisc 1 - 4 Company Miscellaneous Comments 1 - 4

Customize the field names for free form comment fields on company profiles

DrvMisc 1 - 4 Driver Miscellaneous Comments 1 - 4

Customize the field names for free form comment fields on driver profiles

OrdMscQty1 Order Miscellaneous Quantity 1

Customize the field name for a numeric field in the header section of the Order Entry Folder. Note: This field is informational only.

PTOMisc 1 - 4 Pay To Miscellaneous Comments 1 - 4

Customize the field names for free form comment fields on Pay To profiles

TprExp Third party expiration

Indicates whether a third party profile (agent, finder, or salesman) is active or inactive.

TprMisc1-4 Third party miscellaneous

Identifies the name of a free-form comment field in a third party profile.

TprType1-6 Third party type Identifies the name of the field used to identify a third party (e.g., agent, finder, salesman1, salesman2, etc).

TrcMisc 1 - 4 Tractor Miscellaneous Comments 1 - 4

Customize the field names for free form comment fields on tractor profiles

TrlMisc 1 - 4 Trailer Miscellaneous

Customize the field names for free form comment fields on trailer



Labels used to define field names only


Comments 1 - 4 profiles

Using Revenue Types to classify revenueYour company has its own "language." You use certain terms to categorize your revenue. You also have names for the types of data within those categories. To allow you to retain the categorizations and terms your company uses, TMWSuite® allows you to define many fields yourself. Such user-defined fields are called labels.To set up your revenue categories and classifications, you use four labels, which are called RevType1, RevType2, RevType3, and RevType4. They are set up in the System Administration application.RevTypes have a wide-ranging impact on how TMWSuite and its add-ons function. The following subsections describe different ways that RevType labels can be used.

RevType examplesTo help you track revenue brought in by different types of loads, TMWSuite allows you to classify your loads into four revenue categories. These categories, called revenue types, can be divided further into subcategories, called classes. The following examples show how revenue types and classes could be set up.Example 1Revenue Type 1: Revenue Type 2: Revenue Type 3: Revenue Type 4:

DIVISION SALESPERSON HAUL TERMINALRevenue Classes

for Revenue Type 1:

Revenue Classes for

Revenue Type 2:

Revenue Classes for

Revenue Type 3:

Revenue Classes for

Revenue Type 4:FLATVANREEFERAGGREGATETANK L HAULBULK L HAULDEDICATED

BROWNDAVISJOHNSONLINCOLNMEADE

LINE HAULBACKHAUL

AKRONCLEVELANDCOLUMBUSDAYTONSANDUSKYTOLEDO

Example 2Revenue Type 1: Revenue Type 2: Revenue Type 3: Revenue Type 4:

PROFIT CENTER CHAIN DISPATCHER TYPERevenue Classes for Revenue Type 1:

Revenue Classes for Revenue Type 2:





AKRONCLEVELANDCOLUMBUS DAYTON

SEARSJC PENNEYK-MARTWAL-MART

BENSONBONNERTHOMPSONZELLER

LONG HAULCITY



This illustration shows the RevType1 label for Example 2 on the previous page.

How RevTypes are usedAt the time TMWSuite is installed, you must indicate how you want RevType fields defined. You use these fields to categorize data in ways that make sense for your business environment. The following table lists some of the ways clients typically use them. The windows shown are only examples of some of the many windows throughout the system that include the RevType fields.

Function ExampleTrack orders that are booked and processed by specific terminals.

You can use entries in the RevType1 label to identify terminals. There are two RevType fields on the order header. One is the RevType1 (ord_revtype1) field, which identifies the terminal that processed the load. The other is the Bk: RevType1 (ord_booked_revtype1) field, which identifies the terminal that booked the order. When tracking loads in this manner, you can: Associate users with a RevType1 (terminal) value in their profiles. Set up the system to copy users' RevType1 value to the RevType1

and Bk: RevType1 fields for orders they create in Order Entry.When the order is saved, the Bk: RevType1 field becomes read-only. Subsequently, a user can change the RevType1 (ord_revtype1) value on the order header without losing track of which profit center booked the load.


Revenue category (displays as the field name on windows)

Revenue classes (are listed as field options)

Label name


Establishing relationships between Revenue TypesYour company may wish to set up relationships between Revenue Types 1 – 4 as a means of ensuring that revenue is properly categorized. For example, suppose your company uses the RevType1 label to define cost centers, and it uses the RevType4 label to set up subcategories for each of those cost centers. By setting up a relationship between each RevType1 option and a corresponding RevType4 option, during order entry you can have the system automatically supply the correct RevType4 option, based on the RevType1 specified for an order.

Configuring the systemThis functionality requires the RevType1RevType4Autofill=Yes setting in the [Order] section of your TTS50.ini file. When this setting is used, you cannot:

Save an order without specifying Revenue Type 1.Note: UNKNOWN is not a valid option for Revenue Type 1. Use a Revenue Type 4 option other than the one specified by the relationship established in the label file.

This setting interacts with other settings found in the [Order] section of your TTS50.ini file. For example, when it is used with the default settings:

ForceRevType1=N

ForceRevType4=N

it will override them. This happens because the RevType1RevType4Autofill=Yes setting requires both a RevType1 value other than UNKNOWN, and its corresponding RevType4 value.

Note: The RevType1RevType4Autofill=Yes setting applies to orders entered in Order Entry and in the Dispatch Trip Folder.

Another setting it interacts with is SetRevType4DefaultFrom=R. The R setting indicates that system should automatically fill in the RevType4 field based on RevType relationships established in the RevType1 label in System Administration.



Setting up Revenue Type relationshipsYou can set up relationships for Revenue Types in any of the RevType labels.

Note: Revenue Type relationships are universal, so if you need to review/revise them, it does not matter which RevType name you have displayed when you access the RevType Relations window.

1. In the System Administration application, do one of the following: Select Edit > Label File.

Click Label File in the sheet toolbar. 2. Click in the Field Name drop-down list and select RevType1, 2, 3, or 4.

The RevType Relations window is displayed by clicking on the Maintain Relations button

3. Click Maintain Relations to display the RevType Relations window.

If no relationships exist, the window is blank, as shown in this illustration.4. Click Add. A row of blank fields displays beneath RevType column headings.



5. In the RevType1 field, use the drop-down list to select the option for which you want to establish a relationship.

6. In the RevType4 field, select the option you want to relate to the RevType1 option displayed in the first field. Your selection must be a valid label entry. UNKNOWN is not considered a valid entry.Note: If desired, you can also set up relationships between RevType1 and RevTypes2 and 3. Only RevType1's relationship with RevType4 is mandatory. The system will allow you to save an order if RevType2 and/or RevType3 do not match the established relationship.

7. Click Save.

8. Repeat Steps 4 - 7 to add relationships for as many of your RevType1 options as needed.Note: To remove a relationship, highlight a field in the appropriate row and click Delete.

9. Click Close to exit the window.



Using Revenue Type relationshipsWhen entering an order, select a RevType1 option for which you have established relationships. The system automatically supplies the RevType2 – 4 options specified by the relationship.

Keep these rules in mind when using the RevType1RevType4Autofill=Yes and SetRevType4DefaultFrom=R settings:1. The relationship between RevType1 and RevType4 is mandatory2. The RevType1 field cannot be left as UNKNOWN.3. The RevType4 field cannot be edited. 4. The relationships for RevTypes2 and 3 can be edited. You can accept the

supplied options or you may select different options for them.Whether you are entering orders in Order Entry or the Dispatch Trip Folder, the error messages displayed when a rule is violated are essentially the same.

If you leave RevType1 as UNKNOWN, the following message is displayed:

If the RevType4 option selected does not match the RevType1 option, the following message is displayed:



Labels seen in File MaintenanceCompany Master File

Company File Maintenance

Load Requirements

Use the Load Requirements icon to access this window. The DrvAcc label determines driver equipment requirement selections. The TrcAcc label determines tractor equipment requirement selections. The TrlAcc label determines trailer equipment requirement selections.



Driver Master File

Driver File Maintenance

Driver Expirations

Use the Expirations icon to access the Driver/Equipment Status window. The DrvExp label determines driver expiration Type selections.



Driver Qualifications

Use the Qualifications icon to access the Qualifications window. The DrvAcc label determines driver qualification Type selections.

Driver Training

Use the Training icon to access the Driver Training History window. The DrvTrn label determines driver qualification Code selections.

Driver Testing

Use the Testing icon to access the Driver Testing History window. The DrvTstCd label determines driver testing Code selections.



Tractor Master File

Tractor File Maintenance

Tractor Expirations

Use the Expirations icon to access the Driver/Equipment Status window. The TrcExp label determines tractor expiration Type selections.



Tractor Accessories

Use the Accessories icon to access the Tractor Accessory List. The TrcAcc label determines tractor accessory Type selections.



Trailer Master File

Trailer File Maintenance

Trailer Expirations

Use the Expirations icon to access the Driver/Equipment Status window. The TrlExp label determines trailer expiration Type selections.



Trailer Accessories

Use the Accessories icon to access the Trailer Accessory List window. There are two tabs on the window: Accessories and Inventory. The TrlAcc label determines the options for both tabs.

Note: To differentiate between Accessories and Inventory items in the TrlAcc label, a check mark is placed in the Inventory check box for inventory items.



Pay To Master File

Carrier Master File



Commodity Master File

City Master File



Labels seen in Order Entry Rate-by-Total Mode



Rate-by-Detail Mode

Load Requirements




Scroll Orders by Reference tab inquiryThe RevType 1 - 4 fields are user-definable.

Early/Late Arrival The ReasonLate label determines Early/Late-Arrival Reason selections.



Customer Service Report

Assign Driver/Equipment



Labels seen in DispatchTrip FolderThe grid areas include these labels as column headings:

ReasonLate ReferenceNumbers

RevType#

CountUnits

VolumeUnits

WeightUnits StopTypes

Order Header (Rate by Total)



Order Header (Rate by Detail)

Asset Assignment



Planning WorksheetThe Available Trips section of the window includes these user-defined labels as columns:

DispStatus OrderPriority Company ReferenceNumber RevType 1 – 4 TeamLeader Fleet Region1 - 4 TrlType 1 TrcType 4 LghType 1 - 2

The Available Resources section includes these labels as columns for the corresponding resource:Power (i.e., Tractors): Trailers: Drivers:

TrcType 1 - 4RevType 1 - 4Company OrderPriorityTrlType 1 - 4LghType 1 – 2DrvExp

TrlType 1 - 4Company FleetDivisionTerminalRegion1 - 4

DrvType 1 - 4FleetDivisionDomicileCompanyTerminalRegion1 - 4DrvExp



Define Views for Available Trips



Define Views for Available Resources (top half of window)



Define Views for Available Resources (bottom half of window)



Load Requirements


Driver/Equipment StatusSelect Edit > Driver/Equipment Status > Driver In/Out of Service.

The DrvExp label determines driver expiration selections. The TrcExp label determines tractor expiration selections. The TrlExp label determines trailer expiration selections.



Labels seen in Rate Schedules Edit Billing Rate Schedule Folder

Note: The custom TTS50.ini setting ShowOOAInformation=Yes will display extra fields at the bottom of the Assets Restrictions window. These fields include the StopType and ReasonLate labels as well as special purpose out-of-area fields. These fields will also appear on the corresponding Edit Settlement Rate Schedule Folder window. Also with this setting, additional fields will appear on the Company File Maintenance window. Use of these custom fields requires special setup and circumstances; if interested, please consult TMW Support.



Restrict (billing) Rate SchedulesThis window is used to restrict the listing of billing rates.



Edit/Enter Charge Types



Edit Settlement Rate Schedule Folder



Restrict (pay) Rate SchedulesThis window is used to restrict listing of pay rates.



Settlement Item Maintenance

Labels seen in InvoicingEdit Invoice Folder



Restrict Orders Ready to Invoice

Restrict Invoices On Hold



Restrict Invoices On Hold for Audit

Print Invoices and Print Invoice Edit ReportThese two windows are similar.



Paperwork Tracking

Invoice Format Maintenance



Additional Invoice Header Information

Order Status Report



Credit Memo Reason

Labels seen in SettlementsRestrict Settlement Data



Define GroupThis window allows you to assign groups of resources to settlement rates based on the user-defined labels shown:



Restrict Settlement Detail Data



Deduction Type Maintenance


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