commodity profiles · web viewyou create relationships between commodities and bill tos in file...

8. Commodity profilesA commodity profile contains all data relevant to one commodity. Information such as ID code, commodity class, PIN number, and hazardous material classification may be found in the commodity’s profile. A profile must be defined for each specific commodity to be carried by your company.

Note: The optional Intelligent Drop-down List feature allows you to limit the selection of commodities based on the Bill To company on the order. You create relationships between commodities and Bill Tos in File Maintenance. The relationships limit the commodities shown in drop-down lists in Order Entry, Invoicing, and the Dispatch Trip Folder. For details, see the Intelligent Drop-Down Lists guide.

Commodity File Maintenance field definitions......................................................................8.3General information................................................................................................8.3Tax Types...............................................................................................................8.6

Changing the Tax Type field names.................................................................8.6Determining when to use the Tax Type check boxes.......................................8.7

Audit Info................................................................................................................8.7Tank Settings..........................................................................................................8.7Comments..............................................................................................................8.8

Adding/maintaining a commodity record..............................................................................8.9Adding a commodity......................................................................................................8.9Looking up a commodity record....................................................................................8.9Deleting a commodity record......................................................................................8.10Recording a commodity's defaults...............................................................................8.11

Viewing the values from the commodity profile on an order.................................8.14Viewing commodity defaults in Order Entry...................................................8.14Viewing commodity defaults in Dispatch........................................................8.16

Adding/maintaining miscellaneous commodity information.................................................8.18Recording the commodity makeup..............................................................................8.18Recording prior commodity information......................................................................8.19Recording additional commodity information..............................................................8.20Recording default load requirements for a commodity................................................8.21

Automatically attaching load requirements based on driver qualifications...........8.23Deleting a load requirement.................................................................................8.24

Recording/viewing notes for a commodity...................................................................8.24Adding a note for a commodity.............................................................................8.24Deleting a note.....................................................................................................8.26Viewing notes.......................................................................................................8.26

Setting up commodity classes.....................................................................................8.28Setting up Commodity Class 1 categories.............................................................8.28Setting up Commodity Class 2 categories.............................................................8.30Deleting a commodity class..................................................................................8.31

Making commodities and commodity classes exclusive..............................................8.32Making a commodity exclusive.............................................................................8.32Making commodity classes exclusive....................................................................8.33

Copyright © 2016 TMW Systems, Inc. 1 Revised: 3/2016A Business Confidential Document.

Commodity profiles

Setting up commodities to use a vendor's hazardous materials mileage options...............8.33Using system settings to activate the HazMat Mileage feature...................................8.34Linking commodity classes to your vendor's hazardous materials routing options......8.34Linking a HazMat commodity to a HazMat commodity class........................................8.36Using the Haz Class field to determine hazardous routing requirements.....................8.37

Linking Haz Class field options to your vendor's hazardous routing methods.......8.38

The Commodity File Maintenance window is used to record commodity profile information.

File Maintenance 2 Revised: 3/2016TMWSuite

Commodity profiles

Commodity File Maintenance field definitions General information

Code Unique ID code that identifies the commodity. A maximum of eight alphanumeric characters is allowed.

Active Select this check box to make the commodity available for use on an order.

Exclusive Select this check box to make this commodity exclusive.Note: For more information on commodity exclusivity, see Making commodities and commodity classes exclusive.

Notes Click the Notes indicator to view/record notes for a commodity. The indicator color is: Gray when no notes have been entered. (The background is

yellow but the note itself is gray as shown.) Blue when a note has been entered but the information is

not critical. Red when a note has been entered and given an Alert

status.Name Description of the commodity. A maximum of 60 alphanumeric

characters is allowed.

Fgt Class The freight class that categorizes the commodity record. Note: Freight Class 1 (Fgt Class) is also called Commodity Class 1 and Commodity Class 2.

Fgt 2nd Class The freight class that categorizes the commodity record. Note: Freight Class 2 (Fgt 2nd Class) is also called Commodity Class 2. For more information, see the Setting up commodity classes section.

PIN Product Information Number for the commodity. A maximum of eight alphanumeric characters is allowed.

Cust# Customer product number.

STCC Standard Transportation Commodity Code for the commodity. A maximum of eight alphanumeric characters is allowed.

Order by Order By customer associated with this product.

Wgt per Gallon Ratio of the weight of any volume of the commodity to the weight of an equal volume of water.


Commodity profiles

Viscosity Viscosity at unload temperature.

Temperature Temperature at which this commodity should be transported. Use the radio button to indicate whether the temperature is Celsius or Fahrenheit.

DOT Ship Name Department of Transportation shipping name.

Waste Code Environmental Protection Agency (EPA) code that identifies the method by which the commodity must be disposed.

Water Soluble? Indicates whether the commodity will dissolve in water. The options are Yes or No.

Rel Risk Ratio of the probability that people exposed to the commodity will develop a disorder/illness resulting from the exposure, versus the probability that a control (non-exposed) group will develop that disorder/illness.

Reported Qty Minimum spill amount at which the spill must be reported to the Department of Transportation.

Color Distinguishing color.

MSDS Date Issue date for the Material Safety Data Sheet that your company posts for staff regarding the commodity.

Flash Point/Unit Lowest temperature at which the vapor of a combustible liquid can be made to ignite. Use the radio button to indicate whether the temperature is centigrade or Fahrenheit.

PH Measure of a solution’s acidity or alkalinity.

Hazardous Select Yes or No.

Haz Class Department of Transportation hazard class.Note: Options for this field are user-defined in the CmdHazClass label, accessed in the System Administration application.

Non Specific The profile is for a generic commodity.Note: When you record a commodity having the Non Specific check box selected on an order, you must provide the name of the commodity in the freight detail’s Add Desc. field.


Commodity profiles

Company Prohibited

Your company must use a qualified outside carrier to transport this commodity. Note: Select this check box if your company does not own trucks/ trailers that meet the regulations for the transportation of this commodity.

Haz Sub Class Hazardous sub-category.Note: Options for this field are user-defined in the CmdSubHazClass label accessed in the System Administration application.

UN/NA Haz# United Nations/North American hazardous material number.

Haz Sub Class2 Hazardous secondary sub-category.Note: Options for this field are user-defined in the CmdSubHazClass2 label accessed in the System Administration application.

Spec Prov Special provisions.

ADR CLASS Dangerous goods classification based on the European Agreement Concerning the International Carriage of Dangerous Goods by Road (ADR). There are 9 ADR classes. Rather than identifying the hazard, the ADR Classification Code is used primarily to determine the type of packaging that can be used in transporting the hazardous goods.

ADR Pkg Grp Group to which, for packing purposes, this commodity has been assigned by the ADR in accordance with its degree of danger. Group I is high, Group II, medium and Group III, low.

ADR CEFIC Identifying number for a Tremcard issued by the European Chemical Industry Council (Cefic) in conformity with the ADR classification system. The first two digits indicate the ADR class, the third character is generally a letter that signifies the type of Tremcard: Group Text, Mixed Load or Single Substance. Subsequent numbers and letters provide more information depending on the type of card.

Trailer Wash Priority

Indicates how soon after being unloaded a trailer should be washed.Note: Options for this field are user-defined in the TrailerWashPriority label accessed in the System Administration application.


Commodity profiles

Seasonal Priority Indicate how soon after being unloaded a trailer should be washed when a seasonal priority is in effect. Note: The options are set up in the TrailerWashPriority label, accessed in the System Administration application.

Begin Defines the end of the date range during which the seasonal priority is in effect. You must enter the date in the format mm/dd/yy or mm-dd-yy. Afterward, the date appears as mm/dd.

End Defines the end of the date range during which the seasonal priority is in effect. You must enter the date in the format mm/dd/yy or mm-dd-yy. Afterward, the date appears as mm/dd.

Tax TypesThe Tax Types section is designed for use with Canadian taxes. Rates are set up using the Tax Maintenance window in the System Administration application. Check boxes indicate the taxes that apply for the commodity. By default, the tax type fields are called TaxType1, TaxType2, and Tax3. In the label file, they can be renamed as GST, PST or HST, and QST, respectively.

TaxType1 Used for GST (Goods and Services Tax).

TaxType2 Your setup in the Tax Maintenance window for a particular province determines whether TaxType2 is used for PST (Provincial Sales Tax) or HST (Harmonized Sales Tax).Note: If you use TaxType2 for both PST and HST, you will be able to define only one name in the label file for display purposes. For example, if you rename the TaxType2 label to be PST, it will display as PST on the company profile. Even if the TaxType2 check box is labeled PST, your HST setup for a province will cause the system to correctly apply HST when a company is billed.

Tax3 Tax3 field is used for QST (Quebec sales tax).

Changing the Tax Type field names By default, the Tax Type check boxes are labeled as shown in this illustration.

To use the tax type name with which you are familiar, e.g., TaxType1 is GST, TaxType2 is PST, Tax3 is QST, you must edit the display names in the label file.The label file is edited in the System Administration application. To access it, select Edit > Label File. The TaxType1 label is shown below.


Commodity profiles

For the TaxType1 – 2 labels, the Name field is blank by default. This indicates that the display name will be the value in the Field Name field. To change the field’s displayed name, make an entry in the Name field. By default, the TaxType3 label already has a display name specified.

If you are using TaxType3 for QST taxes, you can change the displayed name to QST.

Note: Changing the displayed name for the TaxType1 – 3 labels affects the check box names in the company and commodity profile windows, and the Edit/Enter Charge Types window.

Determining when to use the Tax Type check boxes The TaxType1 and TaxType2 check boxes are selected by default. This means that whenever you create a new commodity profile, the commodity is flagged as being subject to those types of taxes when an order for that commodity meets the taxation requirements.Also by default, the Tax3 check box is cleared on every new commodity profile. For each commodity recorded in the system, remember that: If a commodity is subject to a particular type of tax, make sure the

corresponding check box is selected. If a commodity is exempt from a particular type of tax, make sure the

corresponding check box is cleared.

Note: For detailed information about setting up Canadian tax rates in TMWSuite, see the “Setting up Canadian tax rates" chapter in the System Administration guide.

Audit Info

Created By User ID of the user who created the commodity record.

Create Date Date/time the commodity record was first saved.

Updated By User ID of the user who last updated the commodity record.


Commodity profiles

Updated Date Date/time that the commodity record was last updated.

Tank Settings

DOT PIN? Does the commodity have a permanent marking used for the serial number or some other form of identification?

Top Load? Can this commodity be top loaded?

Marine Pol? Is this commodity a marine pollutant?

Foaming? Is the commodity a foaming product?

Wash? Does the trailer need to be washed after this commodity is hauled?

All Additional Info Click the button to display four additional

windows: Commodity Makeup Purchase Services

Note: This window is used by the Purchase Services add-on module, which must be purchased separately. For more information, contact your TMW Sales representative.

Prior Commodity Additional InfoFor information on the Purchase Services window, see the Purchase Services guide. For information about the other windows, see these subsections: Recording the commodity makeup Recording prior commodity information Recording additional commodity information.

IMDG Class Hazardous material classification based on the International Maritime Dangerous Goods code (IMDG).

IMDG Sub Class Hazardous material classification based on the International Maritime Dangerous Goods code (IMDG).

IMDG Sub Class 2

Hazardous material classification based on the International Maritime Dangerous Goods code (IMDG).

IMDG Pkg Group Hazardous material classification for packaging materials based on the International Maritime Dangerous Goods code (IMDG).


Commodity profiles

IMDG TREM Transport Emergency Card (TREM card) identifying hazardous material and actions to take in the event of an emergency in conformity with the International Maritime Dangerous Goods code (IMDG).

Comments

CmdMisc1-4 The names for these fields are user-defined using the CmdMisc1-4 labels, accessed in the System Administration application. You can enter a free-form comment of 254 characters to each field.

Commodity Defaults Click the button to display the Commodity Defaults

window.For more information, see the Recording a commodity's defaults section.

Adding/maintaining a commodity recordPrimary commodity profile information is recorded in the Commodity File Maintenance window.

Adding a commodityA commodity is added to the system by creating a profile for it. 1. Do one of the following to display a blank folder along with the commodity sheet

toolbar: Select Edit > Commodity

Click Commodity in the frame toolbar.

2. Select File > New, or click New in the sheet toolbar. A blank Commodity File Maintenance window is displayed, along with the icons that make up the commodity sheet toolbar.

3. Complete the commodity profile by entering data in all appropriate fields, leaving those fields that do not apply blank. Use the TAB key to move forward through data fields.

4. When your entries are complete, do one of the following: Select File > Save

Click the Save icon in the sheet toolbar.

Looking up a commodity record1. Do one of the following:


Commodity profiles

Select Edit > Commodity

Click Commodity in the frame toolbar.A blank Commodity File Maintenance window is displayed, along with the icons that make up the commodity sheet toolbar.

2. In the tab area of the folder, enter the commodity code.3. Do one of the following:

Press ENTER. Select File > Open.

Click Open in the sheet toolbar. The commodity profile is displayed.

Deleting a commodity recordTo maintain a history of commodities hauled, you cannot delete a commodity profile if the product has been used on orders. However, you can delete a commodity record that has never been recorded on an order.

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

1. With the record for the commodity you want to delete displayed, do one of the following:

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

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

3. Click Yes to delete the record.The system checks to see if the record has been used on an order. If the system check shows that the commodity was never used on an order,

the record will be deleted. If the system check shows that the commodity has been used on an order,

the record will not be deleted and a message similar to the one shown here is displayed.


Commodity profiles

Recording a commodity's defaultsIn the Commodity Defaults window, you can:

Assign revenue types to commodities.Note: If you want, you can set up the system to use a commodity's RevType1 – RevType4 values as defaults for RevTypes 1- 4 on an order on which the commodity is recorded.

Assign trip types (using options recorded for the LghType1 and LghType2 labels) to commodities.Note: If you want, you can set up the system to use the commodity's TripType1 and TripType2 values as defaults for TripType1 and TripType2 on a trip segment that is created for the order on which the commodity is recorded.

Record default dimensions for commodities.Note: If you want, you can set up the system to copy the commodity's dimensions to a freight detail line when the product is used on an order.

To have the system use the commodity default information on orders, you must have these settings in the [Order] section of your TTS50.ini file:

SetTripTypeFromCMD=Y

Notes: 1. The TripType1 and TripType2 field names and options are established

using the LghType1 and LghType2 labels, accessed in System Administration.


Commodity profiles

2. The system will overwrite an existing value with the value from the commodity profile, even when the TripType1 and TripType2 fields in the Commodity Defaults window have a value of UNKNOWN.

3. If there are multiple commodities recorded on the order, the system will use the values from the profile of the commodity last entered on the order. For example, if there are multiple commodities on the order and you change one of the first ones recorded, the TripType1 and TripType2 values will be updated to those of the replacement commodity.

SetRevtypeFromCmd=Y

Notes: 1. The RevType1 – RevType4 field names and options are established using

the RevType1 – RevType4 labels, accessed in System Administration.2. The system will use the values from the commodity profile, overwriting any

existing values. When this option is used, it supersedes values entered by the SetRevType1DefaultFrom=, SetRevType2DefaultFrom=, SetRevType3DefaultFrom=, and SetRevType4DefaultFrom= settings in the [Order] section of the TTS50.ini file.

3. The system will overwrite an existing value with the value from the commodity profile, even when the RevType1 – RevType4 fields in the Commodity Defaults window have a value of UNKNOWN.

4. If there are multiple commodities recorded on the order, the system will use the values from the profile of the commodity last entered on the order. For example, if there are multiple commodities on the order and you change one of the first ones recorded, the RevType1 – RevType4 values will be updated to those of the replacement commodity.

SetDimsFromCmd=Y

Note: For complete descriptions of these settings, see the System Administration guide's "TTS50.ini settings" appendix.

To access the window and record the defaults, do the following:1. Open the profile for the commodity for which you want to record defaults.2. Click the button located in the lower right corner of the window.3. Make entries in the following fields:

Default Length

Enter the length that you want used as the default for this commodity. Note: Although the number is recorded, the unit of measure is not.

Default Width

Enter the width that you want used as the default for this commodity. Note: Although the number is recorded, the unit of measure is not.


Commodity profiles

Default Height

Enter the height that you want used as the default for this commodity. Note: Although the number is recorded, the unit of measure is not.

Default Weight

Enter the weight that you want used as the default for this commodity. Note: Although the number is recorded, the unit of measure is not.

TripType1 – TripType2

From the drop-down list, select the appropriate option to define the trip segment on which the commodity is transported. Note: The field names and options come from the LghType1 and LghType2 labels, which allow you to categorize the trip segment based on classifications set up by your company. The label files are accessed in the System Administration application.

RevType1 – RevType4

From the drop-down list, select the appropriate option to define the revenue classification for the commodity.Note: To help your company track revenue brought in by different types of loads, the system allows you to classify your loads into four revenue categories called Revenue Types. The field names displayed for the RevType1 – RevType4 fields, as well as the options available in each fields are user-defined in their corresponding labels (RevType1 – RevType4), accessed in the System Administration application.

4. Click again to close the Commodity Defaults windows.5. Save your entries.


Commodity profiles

Viewing the values from the commodity profile on an orderThe values from the Commodity Defaults window can be seen in Order Entry, the Dispatch Trip Folder and Planning Worksheet, and Invoicing. To illustrate the use of the values from the Commodity Defaults window, we have set up two commodities, bricks and shingles, and used both of them on order #3724. When entering the order, the first commodity recorded was bricks.

Viewing commodity defaults in Order Entry In Order Entry, all commodity defaults but LghType2 can be viewed on an order.

The RevType1 – RevType4 values from the last commodity recorded display in the order header.


Commodity profiles

The default weight displays in the Stop Detail and the Freight Detail (displayed when Detail View is set to Commodities).

In the Stop Detail, the default weight of the first commodity recorded displays.

In the Freight Detail, the default weight and dimensions are displayed for each commodity.

The default dimensions display in the Freight Detail.Note: The default dimensions do not display in the L, W, and H fields in the order header section of the window.

The LghType1 value displays in the Assign Driver/Equipment window.Note: The LghType2 value does not display in Order Entry.


Commodity profiles

Viewing commodity defaults in Dispatch In Dispatch, you can view commodity defaults in both the Trip Folder and the Planning Worksheet.

In the Trip Folder, all commodity defaults but LghType2 can be viewed in the Freight Detail and Stop Detail grids:

Note: RevType1 – RevType4 values can also be viewed in the Order Header Information window.

In both the Trip Folder and the Planning Worksheet, LghType1 and LghType2 values can be viewed in the Asset Assignment window:

In the Planning Worksheet's Available Trips grid, all but the LghType1 and LghType2 values display. The Fgt Length, Fgt Width, and Fgt Height columns display the values from the Commodity Defaults window.


Commodity profiles

In Invoicing: The RevType1 value for the first commodity recorded on the order is shown in

the header section of the Edit Invoice Folder. The default commodity weight is shown in the invoice detail for the commodity.

The RevType1 – RevType4 values for the first commodity recorded on the order are shown in the Additional Invoice Header Information window.


Commodity profiles

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

Commodity Makeup*

Record the components that make up a commodity.

Prior Commodity* Record the commodities or commodity classes that should or should not be hauled in the same trailer prior to a specific commodity.

Additional Info* Record miscellaneous commodity information

Load Requirements Record default load requirements specific to a commodity.

Commodity Class Create classes to which a commodity may be assigned.

Extra Info Custom feature.

* These windows also display when you click this button:

Recording the commodity makeupThe Commodity Makeup window allows you to record the components that make up a commodity. With the commodity profile for which you want to record components opened, do one of the following:

Click Makeup in the sheet toolbar Select Edit > Commodity Makeup.

The Commodity Makeup window is displayed.


Commodity profiles

Use the Add button to establish a line for each component. Identify the component in the Description field; in the Percentage field, enter the percentage for the component.

Note: The percentages must add up to 100%.

Recording prior commodity informationThe Prior Commodity window allows you to record the commodities, or commodity classes, that should, or should not, be hauled in the same trailer before the currently displayed commodity.

Note: This feature is informational only. It is not used elsewhere in the system.

With the commodity profile for which you want to record prior commodity information opened, do one of the following:

Click Prior in the sheet toolbar Select Edit > Prior Commodity.

The Prior Commodity window is displayed.

Use the Add button to add a line for each commodity or commodity class. Make entries in these fields:

Class Make an entry here if an entire class of commodities is involved.Note: Only commodity classes that display in the Fgt Class field, i.e., those established in the Add/Maintain Commodity Class window are available in this drop-down list. Commodity classes displayed in the Fgt 2nd Class field, i.e., those established in the Add/Maintain 2nd Commodity Class window are not available in the drop-down list. For more information, see the Setting up commodity classes section.

Commodity Make an entry here if a specific commodity is involved.


Commodity profiles

Prior Select one of the following: BADThis commodity or commodity class should not be hauled in the same trailer before the currently displayed commodity. GOODIt is acceptable to haul this commodity or commodity class in the same trailer before the currently displayed commodity.

Recording additional commodity informationThe Additional Info window allows you to record miscellaneous commodity information. With the commodity profile for which you want to record additional information opened, do one of the following:

Click Additional Info in the sheet toolbar Select Edit > Additional Info.

The Additional Info window is displayed.

Make entries in the appropriate fields:

Health Health rating.

Flammability Flammability rating.

Reactivity Reactivity rating.

PPE Note Personal protective equipment instructions.

Driver Note Driver instructions.

Special Prep Special preparation required.

OSHA OSHA regulations.


Commodity profiles

Recording default load requirements for a commodityAlthough you can tie load requirement(s) to a specific order in Order Entry or in Dispatch manually, there may be times when you want to have the system automatically attach load requirements to particular commodities. This is useful when you know in advance that certain load requirements will always apply for a particular commodity, or when a certain commodity is shipped from a specific pickup location and/or received at a specific drop location.You can use the Load Requirements window to record default load requirements for a commodity. For each requirement, you must indicate the conditions under which it is applicable. When you create a new order in Order Entry or the Dispatch Trip Folder, the load requirement will be attached automatically if the order matches the condition(s) you have specified. You can have the system apply a commodity’s default load requirement(s) to an order under any of these conditions:

When the commodity is associated with a particular shipper.and/or When the commodity is associated with a particular consignee.or If the commodity is classed as hazardous.or Any time the commodity is recorded on any order.

To set up default load requirements for a commodity, follow these steps:1. With the commodity profile for which you want to record default load

requirements opened, do one of the following to display the Load Requirements window: Choose Edit > Load Requirements.

Click Load Requirements in the sheet toolbar.

2. Do one of the following: Click the Add button to add a condition to the end of the list. Click the Insert button to add a new condition before an existing condition.

3. Make the appropriate entries in these fields:


Commodity profiles

Company ID If the load requirement is to be applied when the commodity is associated with a particular shipper or consignee, enter the company’s ID.

Commodity ID

The system automatically displays the commodity for which the load requirement applies.Note: This field is display only.

Activity Indicate the type of stop to which the condition applies. The options are: Drop Both Pickup

Equipment This field allows you to specify the resource to which the condition applies. The options are: Driver Tractor Trailer CarrierNote: The Third Party option is not applicable for load requirements.

Condition Two unnamed fields allow you to specify if the condition is a requirement or a preference.1. In the first field:

Select Must to signify a requirement. In the Dispatch application, only a resource that meets the requirement can be assigned to move the load.

Select Should to signify that the condition is a preference. In Order Entry and Dispatch, the system shows an indicator or a warning when assigned resource does not satisfy the condition. However, the system will allow the assignment.

2. In the second field, select either have/be or have not/be.Requirement

Select the applicable accessory/qualification from the drop-down list. Notes: 1. Accessories are defined using the DrvAcc, TrcAcc, and

TrlAcc labels in the System Administration application. The options displayed reflect your selection in the Equip. field.

2. The list does not distinguish between inventory and non-inventory items.


Commodity profiles

Quantity Currently not functional.

4. Click Save to save the load requirement you have added.5. Click Close to exit the Load Requirement window.

Automatically attaching load requirements based on driver qualificationsDefault load requirements are often attached to hazardous material commodities, such as a requirement that assigned drivers have a qualification for HazMat training recorded in their profile. Load requirements that pertain to driver qualifications can be automatically attached to a hazardous material commodity.

Note: Only load requirements that pertain to driver qualifications can be used with this feature.

You enable and set up this feature in the General Info Table. To activate the feature, the AutoCreateHazMatLdRq setting must have a value of Y in its String1 field. To identify the driver qualification(s) on which the load requirement(s) will be based, you use the HazMatLdRqCode setting. Using the String1 – String4 fields, you can establish up to four default requirements. Each field can contain one abbreviation for a desired driver qualification, as it is recorded in the DrvAcc label's Abbr field.

Once the feature is enabled, the system automatically adds the driver-qualification-based load requirements when you create a new commodity and select the Hazardous Yes radio button is selected.

Click Load Req to view/edit the default load requirements.

Note: To update an existing commodity profile with driver qualification load requirements, you must reset the commodity's hazardous classification. To do so:1. Open the commodity's profile.2. Select the Hazardous No radio button.3. Save the profile, but do not close it.4. Select the Hazardous Yes radio button.5. Save again.


Commodity profiles

The system will automatically attach the default driver qualification load requirements.

Deleting a load requirementIf a load requirement has been recorded in error, you can delete it from the system. Follow these steps.1. Position the cursor in any field for the load requirement to be deleted.2. Click the Delete button.3. The system displays a confirmation dialog box, asking whether you are sure you

want to continue the deletion. Do one of the following: To complete the deletion of the requirement, click Yes. To cancel the deletion of the requirement, click No.

4. Click Save to save the changes you have made.5. Click Close to exit the Load Requirement window.

Recording/viewing notes for a commodityNotes entered for commodities are accessible in most base applications. The exceptions are System Administration and Rate Schedules.

Adding a note for a commodity1. Select Edit > Note, or click the Note indicator in the profile window.

The Notes window is displayed. From this window, you can insert, add, or delete a note.


Commodity profiles

2. Click the Add button, and the system fills in commodity in the Attached to field and the commodity ID in the Key field.Note: You can also click the Insert button to add a new note before an existing note.

3. Select the appropriate entry in the Regarding field. The option you select controls how the note is filtered when a user retrieves notes later. There are a number of system code options in the NoteRe label. The ones most commonly used are listed here: Company Settlements Carrier Pay To Driver Billing Trailer Order Tractor

4. 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 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.

5. 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 TMWSuite 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.

6. 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.

7. Click Save.8. Click Close to exit the window.


Commodity profiles

Note: To cancel any changes, click the Retrieve button instead of the Save button. The system displays the previously existing notes.

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

Are you sure you wish to delete this row?Click the Yes button 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 there are only expired notes 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. In the Commodity File Maintenance window, click the Notes indicator in the

profile window or select the Edit > Notes command to open the Notes window. 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 the Add button.

Insert a note between existing notes

Highlight the note you want the new note to be above; click the Insert button.

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 the Retrieve button.

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.


Commodity profiles

If you want to You must:

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.

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 the Delete button.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.


Commodity profiles

Setting up commodity classesYou may wish to set up commodity classes to which you can assign commodities. Some companies use multiple classifications for their commodities. For example, one classification may be used to determine billing or pay rates, and a second classification may identify a general product type. You can set up two groups of commodity classes. Commodity Class1 options are available in the Fgt Class field. You can select Commodity Class2 options in the Fgt 2nd Class field.Commodity classes displayed in the Fgt Class field are set up in the Add/Maintain Commodity Classes window. Commodity classes displayed in the Fgt 2nd Class field are set up in the Add/Maintain 2nd Commodity Classes window. Instructions for adding each type are provided below.

Note: Unlike the Fgt Class field, Fgt 2nd Class is not available in the following windows:

The rate index section of either the Edit Billing Rate Schedule Folder or the Edit Settlement Rate Schedule Folder. This means that Fgt 2nd Class cannot be used as a selection criterion for either invoicing or settlements. The Scroll Commodities window, as either a restriction field or a column in the results grid.

Setting up Commodity Class 1 categories To add a new commodity class, follow these steps:

1. Open an existing commodity profile or click New to display a blank profile.2. Do one of the following:

Select Edit > Add/Maintain Commodity Class.

Click Class in the sheet toolbar. Note: If you attempt to access the Add/Maintain Commodity Class window without a profile displayed, the system displays the following message:

3. Click OK to close the message.


Commodity profiles

4. The Commodity Class Maintenance Selection Window is displayed. You use this window to choose the commodity class list to be edited. Select the Commodity Class check box.

5. The Add/Maintain Commodity Class window displays any existing commodity classes:

6. Click the New button to display a new row of commodity class fields.7. Make the following entries:


Commodity profiles

Class Code Enter a code of up to eight characters.

Class Description

Enter a description of up to 20 characters.

Exclusive Select this check box to make the commodity class exclusive.Note: For more information on commodity exclusivity, see Making commodities and commodity classes exclusive.

Note: If you are set up to use the hazardous materials mileage features, make entries in the fields as needed. For more information, see the Setting up commodities to use a vendor's hazardous materials mileage options section.

8. Click Save to save the new class.9. Click Close to close the window.

Note: After you save a commodity class and close the Add/Maintain Commodity Class window, the new class is included in the Fgt Class field’s drop-down list.

Setting up Commodity Class 2 categories 1. Perform Steps 1 and 2 from the previous section. 2. When the Commodity Class Maintenance Selection Window displays, select the

2nd Commodity Class check box.3. In the Add/Maintain 2nd Commodity Class window, click the New button to add a

new commodity class:

4. Make the following entries:


Commodity profiles

Class Code Enter a code of up to eight characters.

Class Description

Enter a description of up to 20 characters.

Exclusive Select this check box to make the commodity class exclusive.Note: For more information on commodity exclusivity, see Making commodities and commodity classes exclusive.

Note: The system automatically generates a unique number for each commodity classes. This number displays in the No column, and cannot be edited.

5. Click Save when you are done adding classes.6. To exit the Add/Maintain 2nd Commodity Class window, click Close.

If you have not saved changes made in the window, click Yes in the Question window to save your changes:

The commodity classes you have set up will now be available in the Fgt 2nd Class field in Commodity File Maintenance:

Deleting a commodity classIf a commodity class has been recorded in error, you can delete it from the system. To maintain history, it is recommended that you do not delete a class to which one or more commodities have been assigned.1. Access the appropriate commodity class list, as described in the previous two

sections.2. Position the cursor in the Description field for the commodity class to be

deleted.3. Click the Delete button.


Commodity profiles

4. The system displays a message that asks whether you are sure you want to continue the deletion.

Do one of the following: To complete the deletion, click Yes. To cancel the deletion, click No.

5. Click Save to retain the changes you have made to the commodity class list.6. Click Close to exit the commodity class window.

Making commodities and commodity classes exclusiveSome commodities may be hazardous when transported together. You can prevent loads that combine these commodities by identifying commodities or commodity classes as exclusive. When you save the move, the system verifies that exclusivity is enforced.

If the move has an exclusive commodity, no other commodity can be on the load. If the move has a commodity belonging to an exclusive class, only commodities belonging to the same class are on the load.

When the commodities on an order violate the exclusivity rule, an error message appears. It will identify why you cannot save the order.

The order contains an exclusive commodity


Commodity profiles

The order contains a commodity belonging to an exclusive class

This feature is applicable when you are using the Rate by Detail rating method. It is enforced in Order Entry and Dispatch.

Making a commodity exclusiveAn exclusive commodity must be the only commodity on a movement. If you attempt to add an additional commodity to the movement, the system will not allow you to save the changes. You can add multiple commodity entries of the same exclusive commodity to a movement.To set a commodity as exclusive, select the Exclusive check box on the commodity’s profile.

Note: For more information on the Commodity File Maintenance window, see Commodity File Maintenance field definitions.

Making commodity classes exclusiveYou can also make Commodity Class 1 and Commodity Class 2 categories exclusive. When you create an order with multiple commodities and one of them belongs to an exclusive class, all the others must belong to the same class. You cannot save the load if they do not. You cannot add a commodity that does not have a class recorded in its profile.

Warning: When using commodity class exclusivity, assign the commodity to either a Commodity Class 1 or a Commodity Class 2. Do not assign the commodity to both.

To make a commodity class exclusive: 1. Access the appropriate commodity class list, as described in the Setting up

commodity classes section.2. Locate the row of the commodity class you want to make exclusive and select

the Exclusive check box.3. Click Save to save your changes.4. Click Close to exit the commodity class list.

Note: For more information on commodity classes, see Setting up commodity classes.


Commodity profiles

Setting up commodities to use a vendor'shazardous materials mileage optionsWhether your mileage system is ALK Technologies’ PC*Miler or Rand McNally's IntelliRoute, you can set up the HazMat Mileage feature to return hazardous route restrictions mileage for orders transporting hazardous commodities.

Note: To use the HazMat Mileage feature, you must be using: ALK Technologies’ HazMat add-on module to PC*MILER V.18 (or higher) or PC*MILER|Streets V.18 (or higher). Rand McNally’s IntelliRoute Deluxe mileage application, V.10-1-2005 or higher.

Some setup is required to use this feature: Activate the feature using system settings Linking commodity classes with your vendor's hazardous materials routing options. Assigning a commodity to a hazardous materials commodity class.

Using system settings to activate the HazMat Mileage featureGeneral Info Table settings are used to activate the HazMat Mileage feature. The following table identifies the settings, their required value, and which mileage systems use them.

Setting name Type of settingRequired value Used by

DistanceLookupVersion General Info Table

OLD PC*Miler, PC*Miler|Streets, IntelliRoute

HazMatMileageLookups General Info Table

Y PC*Miler PC*Miler|Streets,


Commodity profiles

Linking commodity classes to your vendor's hazardous materials routing optionsWhether your mileage vendor is ALK Technologies or Rand McNally, you must link your commodity classes to the vendor's HazMat routing options.

For ALK Technologies, the matching options are system codes in the ALKHazLevel label.

ALKHazLevel label

ALK Hazardous Routing options

For Rand McNally, the matching options are system codes in the RandHazLevel label.

RandHazLevel label IntelliRoute Hazardous Materials Restrictions


Commodity profiles

The instructions below are applicable to both vendors.1. Open any commodity profile.

2. Click Commodity Class. The Commodity Class Maintenance Selection Window is displayed. Since commodity classes can only be linked to a mileage system's hazardous materials routing options in the Add/Maintain Commodity Class window, select the Commodity Class check box.

3. The Add/Maintain Commodity Class window is displayed.

Locate the first commodity class you want to link to a hazardous materials routing and do one of the following: If you are using PC*Miler or PC*Miler|Streets, make your selection in the

ALKHazLevel field for that commodity class. If you are using IntelliRoute, make your selection in the RandHazLevel field

for that commodity class.4. Save your entries before closing the window.


Commodity profiles

Linking a HazMat commodity to a HazMat commodity classAfter linking your HazMat commodity classes to your vendor's hazardous materials routing options, you must link your applicable commodities to appropriate commodity classes. 1. Open the appropriate HazMat commodity profile.2. In the Fgt Class field, select the appropriate commodity class that you

previously linked to one of your vendor's hazardous routing options.3. Save your entries.

4. Repeat Steps 1 – 3 to link all your HazMat commodities to the appropriate HazMat classes.


Commodity profiles

Using the Haz Class field to determine hazardous routing requirementsWhen the HazMat Mileage feature is enabled, the system examines the commodities assigned to a load to determine if hazardous routing is required. By default, it uses the Fgt Class field value to identify hazardous commodities.

If you want, you can set up the system to use the Haz Class field instead of the Fgt Class field for this identification process.

To do so, you must: Have the HazMatLookupMode=CmdHazClass setting in the [MileageInterface] section of your TTS50.ini file. Link the CmdHazClass label options to your vendor's hazardous routing methods.


Commodity profiles

Linking Haz Class field options to your vendor's hazardous routing methodsTo use the Haz Class field, you must link it with your vendor's hazardous routing options. You use the CmdHazClass label to do this.

The only system code entry in the CmdHazClass label is UNKNOWN. This allows you to make entries that match the ALKHazLevel or RandHazLevel labels, depending on which vendor's mileage system you are using. Both those labels have system code entries that correspond to the vendor's routing options.


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