product updates for v. 2011 -...

Product updates for V. 2011 This document presents high-level descriptions of the enhancements introduced in the following TMWSuite® General Availability (GA) builds: 2011.10_08.0208 2011.10_08.0427 2011.10_08.0649 2011.10_08.0757 2011.10_08.0887 2011.10_08.1029 2011.10_08.1170 If detailed user documentation exists for a feature, its location is noted below the enhancement description. For items without such notations, work is slated. Documentation will be published in future updates of the V.2011 Release Notes, or as guide updates.

Copyright © 2012 TMW Systems, Inc. 1 Save Date: 11/2012A Business Confidential Document. (Preliminary: Features are subject to change)

Product updates for V. 2011

Build 2011.10_08.0208 enhancementsThis section presents high-level descriptions of the enhancements introduced in TMWSuite build 2011.10_08.0208. First available in 2011.10_08.0208

Applications affected Enhancement Published

Advanced Carrier Selection

In the Advanced Carrier Selection add-on module, the target profit for the trip is calculated as:

Broker Percent x Total ChargeThe Broker Percent value is specified by a system setting.In previous versions: The same Broker Percent was applied to all orders. The target profit could not be changed manually. Target profit and Broker Percent information was available

only in the Advanced Carrier Selection window.Now, you can set up the module to allow dispatchers to change the percentage on an order-by-order basis. Additionally, when the system is set up in this way, dispatchers can manually enter a target profit amount. The system will calculate and display the updated Broker Percent value based on the target profit entry. The Order Entry window header now includes Broker Percent and Target Margin information. For details, see:

Guide Advanced Carrier SelectionChapter Performing ACS setup proceduresSection Making the target profit editableChapter Assigning a trip to a carrierSection Changing the targeted profit

Guide Order EntryChapter Recording information using Rate by Total

modeSection Recording order header informationChapter Recording information using Rate by

Detail/Rate by Total modeSection Recording order header information

06/20/11

Release Notes 2 Save Date: 11/2012TMWSuite V.2011 (Preliminary: Features are subject to change)


First available in 2011.10_08.0208



In previous versions, when you retrieved carriers in the Advanced Carrier Selection window for possible assignment to a trip, the window displayed pay history and performance information for your company carriers. This allowed you to determine which carrier was the best choice for the trip.Now, you can set up the system to include pay history and performance data for your company assets (drivers, tractors, and trailers) in the ACS window's Carrier Summary tab. This provides more complete lane analysis information for the selected trip. You can compare what it cost to complete a trip in a lane using a carrier with what it cost to use your own assets.Note: Using the Advanced Carrier Selection window requires the Enhanced Brokerage license, which is sold separately from the base system. For more information, contact TMW Sales.For details, see:

Guide Advanced Carrier SelectionChapter Performing ACS setup proceduresSection Tracking lane data for trips performed by

company resources

08/02/2011





Dispatch The Company Order Requirements feature allows you to set up data and/or reference number requirements on a Bill To-by-Bill To basis. For reference numbers, you can require that: Orders have a specific type of reference number. The reference numbers must be recorded on the order

header, order stops, or freight details. The reference number must conform to a user-defined

format, or mask, to pass validation.Orders that do not meet the requirements cannot be saved until the correct type of reference number has been added and/or the reference number is in the correct format. Validation is enforced when the order is saved in the Trip Folder or Planning Worksheet. Now, you can set up the system to extend the reference number validation to include requirements that are specific to your company. You define these requirements in a stored proc that is applied to your database. Notes: 1. The stored proc can include any number of requirements.

You can write the stored proc to validate more than one reference number type.

2. The stored proc validation is applied in addition to any other requirement.

3. The stored proc used for validation will be overwritten when you update to a newer release and must be reapplied to your database after each update.

4. You can contact your Support representative for assistance in creating a stored proc to meet your needs.

5. Using a stored proc to extend reference number validation can affect system performance.

6. The system will not enforce the reference number requirement, mask (formatting), or custom validation in the Order Entry application.






The Advanced Carrier Selection add-on module facilitates the process of brokering a load to a third party. After a load is brokered to a carrier, the module captures rate, cost, and performance information (for example, on-time delivery). This information helps dispatchers make informed decisions when choosing a carrier for future loads.By default, the system considers a trip to be on-time when the trip is completed before the latest date/time recorded on the order.Previously, you could specify the number of hours of slack-time that should be added to an order’s latest date/time when calculating on-time delivery statistics.Now, you can specify the number of minutes of slack-time, as well as the number of hours the system will add to an order’s latest date/time calculating on-time delivery statistics.For details, see:

Guide Advanced Carrier SelectionChapter Performing ACS setup proceduresSection Specifying how far back you want to see

historical data

6/21/2011

TotalMail Dispatchers must communicate with their drivers several times during a typical workday. TotalMail helps make the dispatcher’s job easier by simplifying many of these routine communication tasks.Dispatchers use TotalMail through the TotalMail Viewer and/or the Mobile Com menu in the Dispatch application. One of the dispatcher’s tasks is to send various TotalMail form messages to the drivers. Previously, not all forms could be sent from the Mobile Com menu. Now, you can set up the system: To customize the Mobile Com menu to include up to ten of

your TotalMail forms as options. To display a confirmation when the form you sent is sent to

the outbound message queue. The confirmation includes the ID of the form that was sent and the ID of the recipient.

For details, see:Guide TotalMail DispatchChapter Using TotalMail Features in DispatchSection Sending any TotalMail form from the Mobile Com

menu

2/7/2011





Dispatch Advantage

Dispatch Advantage is an add-on module to TMWSuite that provides centralized dispatching. The module features a calendar-based and color-coded interface that allows you to plan resources on trips.Previously, if you were licensed for Dispatch Advantage and for the TotalMail electronic messaging system, it was necessary to use an option in either the Planning Worksheet or Trip Folder to send a TotalMail Load Assignment form to a tractor. Now, Dispatch Advantage allows you to send TotalMail Load Assignment forms directly from the Dispatch Advantage grid.Note: Before build 2010.09_08.0575, Dispatch Advantage was a stand-alone, licensed, add-on application that was sold separately from the base system. As of build 2010.09_08.0575, Dispatch Advantage was integrated into Dispatch as part of the base system. The purchase price of the base system was adjusted to include Dispatch Advantage. If you purchased Dispatch Advantage before the

integration, your existing license makes the integrated version of Dispatch Advantage operational automatically.

If you purchased TMWSuite before the integration, but did not purchase Dispatch Advantage, you must purchase a license to use the feature. For more information, contact TMW Sales at 216/831-6606.

If you purchased TMWSuite after the integration, Dispatch Advantage was included in your purchase of the base system. Therefore, Dispatch Advantage is operational automatically. There is no need to request a license.

For details, see:Guide Dispatch AdvantageChapter Using the Dispatch Advantage plannerSection Using Dispatch Advantage with TotalMail

08/10/11





Fuel Import In previous versions, if your fuel vendor offered a rebate program and you passed the rebate on to your owner/operators, you could set up the system so that: Owner/operators received the whole rebate amount.or Owner/operators received a percentage of the rebate,

based on the fuel stop where the purchase was made.Now, you can set up the system to allow you to associate a rebate percentage based on the combination of the fueling location and a user-defined driver type value. You can have different rebate percentages for different types of drivers. Notes: 1. Rebate percentages are still set up on a truck stop-by-truck

stop basis.2. The Advances/Fuel Purchase Import interface is an add-on

module that must be purchased separately from TMWSuite. For details, contact TMW Sales.

Fuel Import In TMWSuite's Fuel Import interface, you issue fuel cards to drivers or tractors so that they can purchase fuel, pay for repairs, or get cash advances while completing their assigned trips. When transaction files from your vendors are processed, pay details for those purchases and advances are created for the drivers/tractors assigned to the cards. If your company issues fuel cards to the drivers who work for your owner/operators (or to the carriers who work for your agents), keeping track of pay details and attributing them to the correct entity is a time-consuming task.Now, when you set up cards in the Card Maintenance window, you can identify the card issued to an owner/operator or an agent as a parent card. When you issue a card to an employee of an owner/operator or an agent, you link it to the parent's card, as a sub card. Any purchases or advances made using a sub card are charged to its parent card. This eliminates the need to track charges back to the owner/operator manually. Additionally, any time you change the status of a parent card, the status of each of its sub cards is also changed, eliminating the need to update individual cards.

Invoicing You can now use the TMWSuite Screen Designer to add the GL# (General Ledger number) field to Invoice Details in the Edit Invoice Folder.





Invoicing Dedicated Billing is a new licensed add-on feature that bears a similarity to the master bill feature. Like master bills, a dedicated bill combines charges from individual invoices for a particular Bill To company. However, a master bill is only a summary of charges. A dedicated bill is a collection of individually rated invoices to which aggregate and fixed charge rates are applied. The Dedicated Billing feature enables you to: Create billing schedules that determine how often a

dedicated bill is generated. Collect individual invoices for inclusion on a dedicated bill,

based on the current billing schedule. Allocate fixed charges across the invoices that make up a

dedicated bill. Apply aggregate rates to the dedicated bill for variable

charges.Note: Dedicated Billing must be purchased separately from TMWSuite. For details, contact TMW Sales.For details, see:

The Dedicated Billing Module guide which is located within the Invoicing guide.

12/22/10





Invoicing The Orders Ready to Prepare window allows you to retrieve orders for which invoices have not yet been created. In previous versions, multiple users could simultaneously retrieve and process the same order(s).Now, you can set up the system to lock a record once a user opens it. You can also specify the number of minutes that records remain locked. You can use one of the following methods to lock records: Lock orders individually within the Invoicing application.

When a user retrieves an order in the Edit Invoice Folder, no other user can retrieve that order in the Edit Invoice Folder or Orders Ready To Prepare queue as long as the first user has it open.

Lock orders by queue within the Invoicing application.All orders retrieved in the Orders Ready To Prepare queue are locked. When a user retrieves orders in the Orders Ready To Prepare queue, no other user can retrieve those orders individually or in the queue.

Lock moves individually within the Invoicing, Order Entry, and Dispatch applications.When a user retrieves an order in the Edit Invoice Folder, any move associated with that order is locked. No other user can look up the record either by move or by order in the Edit Invoice Folder, Order Entry Folder, or Dispatch Trip Folder.Note: If you want the order locked in Dispatch and Order Entry in addition to Invoicing, then you must set RecordLocking=Y in the [Misc] section of the TTS50.ini file.

Lock moves by queue within the Invoicing application.All moves associated with the orders retrieved in the Orders Ready To Prepare queue are locked. When a user retrieves orders in the Orders Ready To Prepare queue, no other user can retrieve any move associated with those orders.

For details, see:Guide InvoicingChapter Rating/re-rating orders using queue windowsSection Preventing multiple users from simultaneously

accessing orders

6/14/11





Order Entry By default, you must use the company ID fields to enter a company in Order Entry, because the company name fields are read-only.When you enter a company's ID, the system automatically fills in the company's name. Starting in V.2011, you can set up the system so that you can use both the company name fields and the company ID fields to enter companies.This enhancement affects the company name fields and the company ID fields in the order header and in the stops detail section.This enhancement could be helpful when the company you are looking up has an ID that is similar to several other companies. Rather than scrolling through a list of company IDs, you could look up the company in the company name field.For details, see:

Guide Order EntryChapter Performing Order Entry setup proceduresSection Using the company name fields to enter

companies

12/23/10

Order Entry From within Order Entry, you can access the Order Quote Tracking window that allows you to enter and track communications relating to a quote or order. Information about the call includes: description, priority, status, date and time, contact name, telephone number, e-mail address, notes, and four additional user-definable fields.For details, see:

Guide Order EntryChapter Entering and tracking communications on an

order

02/04/11





Order Entry By default in Order Entry, TrlType1 is the only TrlType field that is visible on the order header. To access the TrlType2 – TrlType4 fields, you must click the Tr1Type1 button located to the left of the TrlType1 field. The system then displays TrlType2 – TrlType4 fields in a pop-up window.You can use the TMWSuite Screen Designer to reposition the TrlType1 field and the Tr1Type1 button. However, in previous versions, when you clicked the Tr1Type1 button, the pop-up window with the TrlType2 – TrlType4 fields was displayed in its original location.Now, you can set up the system to disable the pop-up window. Using Screen Designer, you also can move the TrlType2 – TrlType4 fields so that they are shown directly on the order header.For details, see:

Guide Order EntryChapter Performing Order Entry setup proceduresSection Making all four TrlType fields visible on the order

header

1/25/11

Project Dispatch Your company may have customers with accounts receivable balances that exceed limits set in their contracts. TMWSuite’s Credit Check can provide this information when orders are created in the Dispatch application, but the functionality has not been available in Project Dispatch. Now, credit checking is also available in Project Dispatch. When you drag a planning record to the Tractor Plan grid in the Planning Worksheet to create an order, the Bill To’s credit is checked.





Rating The Tariff Mass Table Rate Change window allows you to edit multiple lane-based rates schedules in one session. The window is designed for use with rate schedules that are set up as follows: On the rate index, restrictions exist for:

Bill To. Commodity (freight) class.

Note: You must be using Commodity Class 1 to categorize your commodities. Commodity classes set up in Commodity Class 2 are not available as restrictions on the Edit Billing Rate Schedule Folder's Index tab. For more information, see the Setting up commodity classes section in the File Maintenance guide's "Commodity File Maintenance" chapter.

A point-to-point rate table exists. Columns/rows must be based on a combination of Origin City or Origin Company and Destination City or Destination Company.

In previous versions of the Tariff Mass Table Rate Change window, when you retrieved a Bill To's rates for editing, both active and inactive rates were retrieved.Now, when you set the criteria for retrieving rates, you can specify whether you want to see all rates, only active rates, or only inactive rates. A rate is considered inactive when the In Effect To field on its index contains date earlier than today.For details, see:

Guide Billing RatesChapter Updating multiple point-to-point billing rates at

one time

04/28/11





Settlements Sometimes, the unit of measure recorded on an order is not the same one used for billing and/or pay purposes. For example, the order may specify that 20 tons of freight are to be transported. However, the invoice and/or the settlement might be calculated based on the number of pounds.TMWSuite’s unit conversion feature enables the rating engine to automatically make the necessary conversions during the rating process. This feature allows you to set up the system to make two types of unit conversions: Quantity conversions, such as converting tons to pounds. Rate conversions, such as converting pounds to dollars per

pound.In V.2011, two enhancements have been made to the unit conversion feature.1. In previous versions, unit conversions for pay purposes

were limited to conversions of weight-based units.Now, you can set up the system to make unit conversions for pay purposes for volume-based, count-based, and weight-based units.

2. By default, unit conversions are made after the rating engine selects the rate to be applied. In cases when the rate is being selected from a rate table, this default functionality could cause the system to select a rate other than the one that is expected.For example, the order may specify that 20,000 lbs of freight are to be transported. However, the invoice and/or the settlement might be calculated based on the number of tons. When the system searches for a rate in the rate table, it makes its match based on the number of units (not on the type of units). In this case, it would be looking for an entry that included 20,000 units, which probably would not exist on a rate table set up for tons.In V.2011, you can set up the system to make quantity conversions for weight, volume, or count before the rating engine selects a rate from a rate table. This means that the system will use the converted quantity to select a rate from the rate table and to calculate the pay or invoice detail.

For details, see:Guide System AdministrationChapter Setting up unit conversionsSection Specifying that the system should convert units

before choosing a rate from a rate table AndActivating unit conversion options for pay purposes

4/27/11





System Administration

The System Administration application is used to grant a new user rights to specific applications. Its Menu Security feature can then be used to grant or deny the user access to menu options and toolbar icons in the application, according to the user’s ID or group. Previously, Menu Security provided three security levels: No Security

Before menu-level security is applied, a user has full access to all menus, commands, and icons in the application. The user is said to have “no security” because no security records exist for the user and application in the database.

EnabledThe user is given explicit access to a specific menu, command, or icon.

DisabledThe user is denied access to a specific menu, command, or icon. A disabled command appears grayed out in menus.

Menu Security now includes an option that lets the System Administrator make a menu option invisible. The option is completely absent from the menu.For details, see:

Guide System AdministrationChapter Setting SecuritySection Adding security for menus and toolbar icons

3/21/11





System-wide Now, you can define a custom order completion date for reporting purposes. Once saved, this date/time will not be updated by the system.You can set up the system to base the order completion date/time on one of the following times: Arrival at the first pickup stop Departure from the first pickup stop Arrival at the last drop stop Departure from the last drop stopOne way this custom date/time could be used is to track revenue. For example, to track revenue from the date/time the order departs the shipping location, you would set the system to use that date/time as the order completion date/time.Tracking revenue accurately requires a shipping or delivery date that remains fixed once it has been recorded. Using a fixed date will prevent the reporting of revenue for the same trip on multiple dates.Note: This custom date/time is stored in the database for reporting purposes only. It is not used by any TMWSuite applications.

System-wide The branch tracking feature in TMWSuite can be used to identify cost centers, customer service representatives, or carrier representatives. When the feature is activated, user profiles can be associated with customer service (booking terminal) and carrier service (executing terminal) representatives. These representatives' values are added to each order a user creates.In previous versions, when you used the Find Orders scroll window, you could specify a customer service value as a filter, but you could not specify a carrier representative. The search criteria now support using a carrier representative value as a filter. For details, see:

Guide TMWSuite BasicsChapter Looking up records with Quick Find scroll

windowsSection Scroll Orders

5/12/11





System-wide When preparing a quote in response to a customer’s request for service, you might want to look up existing orders based on a carrier’s lane history and pay.In V.2011, you can now set up the system to restrict the lookup of orders in the Find Orders window based on the: Radius around the shipper city and/or the consignee city. Carrier pay range.Notes:1. For split trips with multiple carriers, the restriction applies

to the total amount of carrier pay for all assigned carriers2. For consolidated trips, the Find Orders window displays

only the order that has the highest order number. For that order, the system provides an estimate of the carrier’s pay. The estimate is based on the order's mileage in proportion to the mileage recorded for the other orders on the consolidated trip. For example, suppose that a carrier's total pay is $2,000 for a trip with two consolidated orders. The total miles on the trip is 1000, with this breakdown:

Order #1 at 400 miles, which is 40% of the total miles. Order #2 at 600 miles, which is 60% of the total miles.

The system estimates the pay based on the percentage of miles per order:

The estimated pay for Order #1 is $800 (40% x 2000). The estimated pay for Order #2 is $1200 (60% x 2000).

3. Pay to other types of resources does not affect this feature.For details, see:

Guide TMWSuite BasicsChapter Looking up records with Quick Find scroll

windowsSection Scroll Orders

AndGuide Advanced Carrier SelectionChapter Performing ACS setup proceduresSection Setting carrier pay and/or radius restrictions in

the Find Orders scroll window

04/28/11





System-wide In the Notes window, you can view, add, edit, and delete notes in any core TMWSuite application.You can sort the data displayed in the window by clicking on a column heading.In previous versions, sorting required a double-click.Now, a single click will sort the data.

Third Party Pay By default, when you link third parties to a Bill To, the system puts those linked third parties on all orders for that Bill To. Now, you can set up the system to restrict which third parties linked to the Bill To are put on the order. Restrictions are based on revenue types. Only third parties having the same revenue type value as that recorded on the order will be associated with the order. If you are using the track branch feature, you can base the restriction on the booking terminal value recorded on the order instead of the revenue type.

User-Level Record Security

In previous versions, after activating the User Level Record Security feature, you set up the security for individual users in the Edit User Profile window. Security restrictions relied on only the RevType1 and the Terminal labels. Security restrictions applied to all core TMWSuite applications.Now, the User Level Record Security feature has been enhanced to allow more flexibility. The Row Level Security Assignment window and the Row Level Security Setup windows have been added to the System Administration application. Using the Row Level Security Setup window, you can apply record level security on a table-by-table basis, allowing you to apply security to some windows but not others. You can also use any label applicable to a window to set restriction criteria. Using the Row Level Security Assignment window, you assign the predefined security restrictions to users. Notes: 1. Customers who already have User Level Record Security

set up may continue to use the restrictions already in place.

2. User Level Record Security is a licensed add-on. For more information, contact TMW Sales.

For details, see:Guide User Level Row Security

12/16/10



Build 2011.10_08.0427 enhancementsThis section presents high-level descriptions of the enhancements introduced in TMWSuite build 2011.10_08.0427.First available in 2011.10_08.0427


Dispatch (Project Dispatch)

The Ord. Company column has been added to the Available Trips grid for use with the Project Dispatch feature. The column displays the ID of the Order By company. Project Dispatch (formerly Aggregate Dispatch) is a licensed add-on available for the Dispatch Planning Worksheet. For more information about using Project Dispatch and accessing the Planning Records grid, see the Project Dispatch guide.

Dispatch A driver's PTA date (projected time of availability) is the date the driver expects to be ready for the next load assignment. Currently, the PTA date for each driver can be entered in the Tractors tab, Drivers tab, and All Resources tab of the Planning Worksheet's Available Resources grid, and in the Driver File Maintenance and Wants Home windows.Two new features now allow you to use Dispatch Advantage's calendar-based and color-coded interface to strategically plan trips based on each driver's PTA date.A new setting allows you to display each driver's PTA date in the Dispatch Advantage tab of the Planning Worksheet's Available Trips grid. Another new option allows you to sort the drivers in the Dispatch Advantage tab by their PTA dates.For details, see:

Guide Dispatch AdvantageChapter Setting up the Dispatch Advantage plannerSection Displaying each driver's PTA date in the

Dispatch Advantage plannerand

Chapter Using the Dispatch Advantage plannerSection Sorting drivers by PTA date

1/31/2011





Bid Award, Advanced Carrier Selection

The Bid Award licensed add-on allows you to post loads for auction to your carrier network for competitive bidding.Previously, if there were no bids for an auctioned load, when you assigned a carrier to that load in the Advanced Carrier Selection window, the system automatically created a bid for that carrier. If you removed the carrier from the load, the load status would change from Planned to Multi Planned.Now, you can set up the system so that it does not create a bid for a carrier who is assigned to an auctioned load in the ACS window when there are no other bids on the load.When your system is set up this way, the load status returns to Available if the carrier is removed from the load.For details, see:

Guide Advanced Carrier SelectionChapter Performing ACS setup proceduresSection Preventing the system from creating a bid when

you assign a carrier

6/21/2011

Dispatch In Dispatch's Planning Worksheet, the Driver Plan utility helps you to arrange available trips in an efficient sequence to minimize your deadhead miles. Within the Driver Plan utility, the trip-based Driver PrePlan grid is a temporary workspace used to sequence trips before actually assigning drivers. In previous versions, once a trip was added to the Driver PrePlan grid you could not remove it from that grid without first assigning it to a driver.Now, it is possible to remove the trip from the Driver PrePlan grid without assigning it.For details, see:

Guide Planning WorksheetChapter Using the Driver Plan and PrePlan gridsSection Using the Driver Preplan grid to organize trips

08/26/2011





Dispatch In the Dispatch application, you can create “views.” A view is a set of restrictions that filter the data displayed in a grid. You can create views for the Available Trips, Available Resources, Dispatch Worksheet, and External Equipment grids. Previously, when you granted a new TMWSuite user permission to the Dispatch application, all Dispatch views were available to the user. If you wanted to limit the user to certain views, you had to use the Assign Dispatch View window to select and assign those views to the user. This process could be time consuming.You can now set up the system to provide the following enhancements in the Dispatch application: By default, a new Dispatch user will not have access to any

views. The TMWSuite system administrator must assign the user access to specific views.

An alternate version of the Assign Dispatch View window is available in Dispatch that speeds the process of assigning views. Views can be grouped, existing groups can be edited, and a user can be assigned to a view group using drag-and-drop functionality. A view can exist in multiple groups, and a user can be assigned to multiple groups.

For details, see:Guide Dispatch Planning WorksheetChapter Defining viewsSection Assigning views

3/23/11

Dispatch The Driver Availability window is now available in the Dispatch application. This window consolidates information previously available in separate windows. It allows you to view and edit all of the following in one place: The driver’s wants home date, next available date, and last

home date. The estimated available log hours for the day and week.

Note: Availability of these fields depends on a setting.

A grid of open and/or closed driver expirations, sorted by earliest date.

For details, see:Guide General DispatchChapter Updating driver availability informationSection Making availability updates in one place

07/29/11





Dispatch TMWSuite’s map plotting feature works in conjunction with ALK PC*MILER or PC*MILER|Streets software to plot symbols that represent stops, tractors, routes, and GPS locations on a graphical map. By default, when TMWSuite is set up to use ALK PC*MILER to plot a map, the system uses the ZIP Code recorded for the stop city.Now, you can set up the system to use the ZIP Code recorded for the stop company.Note: This setting does not affect mileage.

Dispatch In the Dispatch Trip Folder, you can create copies of orders or trips with some of the same characteristics as the original order/trip. Previously, if you copied the line haul charge recorded for the original order, the pay revenue displayed in the Advanced Carrier Selection window's Top Spend field was also copied to the new order.Now, when you copy orders in the Trip Folder, you can specify whether the pay revenue is copied to the new order when the line haul charge recorded for the original order is copied.For details, see:

Guide Dispatch Trip FolderChapter Copying orders or tripsSection Copying an order or trip

08/23/2011





Dispatch In previous versions, when you used the Cancel Trip window in Dispatch to cancel an order with a Started status, your only option was to create an empty move for the portion of the trip that the resources had already completed. There was no association between the newly created empty move and the order. Also, there was no way to issue pay for the empty move from within Dispatch.The standard Cancel Trip window remains active by default; its functionality has not changed. However, you now have the option to activate an enhanced version of the Cancel Trip window. This window offers three ways to cancel an order when resources have been assigned: Create an empty move to separate the empty stops

from the billable stops.This is similar to standard functionality. However, these differences exist:

When you use the enhanced Cancel Trip window, the system creates an empty move for Planned or Dispatched trips. With the standard Cancel Trip window, the system creates an empty move only for Started trips. From within the enhanced Cancel Trip window, you can create a pay detail for the empty move. The pay detail is not associated with the order.

Create a split trip to separate the empty stops from the billable stops. The first segment of the movement consists of Begin Empty (BMT) and End Empty (EMT) stops. Resources are assigned to the segment. The billable stops make up the second segment of the move. If desired, you can create a pay detail for the empty segment. The pay detail is stamped with the order's RevType1 - 4 values. This allows you to use GL reset functionality to track the expense associated with the order.

Do not create an empty move or a split trip. Resources are simply removed from the order. This option also is available with the standard Cancel Trip option.

Like the standard Cancel Trip window, the enhanced Cancel Trip window allows you to indicate whether the order is to be set to a status of Cancelled or Cancelled Billable, i.e. Truck Ordered Not Used. For details, see:

Guide General DispatchChapter Canceling an orderSection Using the enhanced version of the Cancel Trip

window





Dispatch, Integrated Reporting

In Dispatch, the Check Calls window is used to manually record and/or view a check call. By default, you open this window by selecting Edit > Check Calls.Now, system administrators can add a hyperlink to open the Check Calls window from the Available Trips grid in the Planning Worksheet. Note: Setup for this enhancement involves the use of the Integrated Reporting feature. The license for the feature is free and can be obtained from your TMWSuite Support representative.For details, see:

Guide Integrated ReportingChapter Adding a hyperlink to a data windowSection Setting up a hyperlink

1/10/11

Dynamics GP interface

In previous versions, when you paid an AP entity in Dynamics GP, the payment information was available only in GP. It was not transferred back to TMWSuite.Now, you can set up the system to store AP payment data in the TMWSuite database. The information can be used in reports. For example, if your settlement sheet formats are based on Integrated Reporting reports, you can include payment information in an AP entity's settlement sheet.Notes: 1. AP payment data is not displayed in any TMWSuite window.2. This feature is not supported for any other accounting

system.For details, see:

Guide TMWSuite Microsoft Dynamics GP IntegrationChapter Preliminary TMWSuite setupSection Storing accounts payable data in your TMWSuite

database

10/31/12





Dynamics GP interface

In previous versions, when transferring a credit memo for a previously transferred and posted invoice, you could have the system automatically apply the credit memo if: The credit memo amount was equal to the remaining

invoice amount. The transferred and posted invoice was unaltered, e.g., no

payment, credit memo, or debit memo has been applied to it.

Now, if you have the system set up to automatically apply a credit memo, you can have it do so even when the credit memo amount is not equal to the amount remaining on the original invoice. For details, see:

Guide TMWSuite Microsoft Dynamics GP IntegrationChapter Transferring invoices to the Microsoft Dynamics

GP Accounts Receivable moduleSection Handling credit memos not equal to the balance

on the original invoice

10/31/12

EDI In previous versions, when an accepted Outbound 204 load tender message was canceled within TMWSuite, a manual process was required to send an Inbound 214 status update file to the Trading Partner. A new option in the EDI Codes Maintenance window in File Maintenance now allows you to automatically generate a 214 status update file and transmit the 214 to the Trading Partner when an order is canceled.

EDI The Dispatch Planning Worksheet's EDI tab displays incoming 204 load tenders from your EDI Trading Partners. On the tab, you can either accept or decline the tendered loads. Previously, accepting a 204 and assigning a carrier to the load was a two-step process.Now, as you accept and process a 204 that has a Pending status, you can assign a carrier to it. The order is created and its status is set to Planned.Note: This feature allows you to assign only carriers to the loads. You cannot assign other resource types.





EDI You can set up your system to automatically create an Outbound 204 file when a carrier is assigned to an order.Now, you can specify which data in the TMWSuite tables should be processed before that data is written to an Outbound 204 file and before the 204 processing occurs. Note: For this feature, a customized stored procedure can be created to meet your company's individual needs. The stored procedure requires a relatively inexpensive customization. For a quote, contact your TMWSuite Support representative to discuss your specific needs.For details, see:

Guide Brokerage EDIChapter Working with Outbound load tender messagesSection Specifying which data should be processed

03/17/2011

External Equipment

Previously, the External Equipment Grid's External Equipment tab used the instant best match feature to select MC numbers from carrier profiles in your database. You could not enter an MC number for a new carrier that did not have a profile.Now, you can set up the system to disable the instant best match functionality so that users can manually enter the MC number when they insert a new carrier record.Note: The External Equipment Grid is available in the Dispatch Planning Worksheet when you are licensed for TMWSuite's enhanced brokerage features. For more information, contact your TMW Sales representative.For details, see:

Guide External EquipmentChapter Working with external equipment recordsSection Entering or selecting a carrier's MC number

04/29/11





Integrated Reporting

In TMWSuite, the Integrated Reporting messaging feature allows you to define TMWSuite reports and free-form messages, and e-mail or fax them from within any TMWSuite core application. In the past, the process was best used for communication with recipients on your own network. You could set up the system to send e-mail messages to an external SMTP e-mail server, but you could not specify a login ID and password for accessing the SMTP server. This could affect security of the sent messages. Now, you can set up the system to use an SMTP ID and password when sending these e-mail messages. Use of this new functionality overrides the previous SMTP setting if it was enabled. For details, see:

Guide Integrated ReportingChapter 02. Installing and setting up the Integrated

Reports moduleSection Specifying an SMTP e-mail server

1/19/11

Invoicing You can look up orders in the Orders Ready to Prepare queue, and look up invoices in the Invoices on Hold and Invoices on Hold for Audit queues.A new setting allows you to restrict the list of orders/invoices retrieved in these windows to only orders/invoices that have notes attached. An indicator for each record retrieved in these windows indicates the note's status, which can be either of the following: Note

The note is informational. Alert

The note is of critical importance.Invoicing In previous versions of the Invoicing application, you could

retrieve a list of invoices based on the restrictions you set in the Selection Criteria area of the Print Invoices queue.Now, you can manually add one or more invoice numbers and/or order numbers to the Print Invoices queue before or after retrieving a batch.For details, see:

Guide InvoicingChapter Using the Print Invoices queueSection Manually adding invoices to the Print Invoices

queue

1/26/11





Multiple The source of each order is displayed in the Call On Demand Order Entry window in Fuel Dispatch. However, when an order was displayed in Order Entry or Dispatch, the source of the order was not indicated.A new field in Order Entry, and in the Trip Folder and Planning Worksheet in Dispatch, indicates whether an order was created in Order Entry, copied from an existing order in TMWSuite, imported into TMWSuite from an EDI 204 file, or created in the Call On Demand Order Entry window in Fuel Dispatch.

Rate Schedules When setting up pay rates, the DrvType1 – 4 and the TrcType1 – 4 classifications in the rate’s index (or rate table) can be used to specify the resource classes for which the rate schedule is applicable. When a trip is rated, the system will compare restrictions entered in these fields with the DrvType1 – 4 and the TrcType1 – 4 classifications to which the resource is assigned.By default, the rating engine uses the classification(s) that are currently assigned in the resource’s profile in the File Maintenance application. However, when you have UseResourceTypeOnTrip=Y set in the [Settlement] section of your TTS50.ini file, the system will use the classification(s) that the resource was assigned to when the trip was last saved rather than the resource classifications in affect when the trip is rated. By default, this update occurs even when the trip has a Completed status.Now, you can set up the system so that it will update the DrvType1 – 4 and the TrcType1 – 4 classifications on a Completed trip only when the driver or tractor assignment has been changed.For details, see:

Guide Pay Rates-Advanced FeaturesDocument 06_UseResourceTypeOnTrip.pdf

Section..Preventing update of resource classifications for Completed trips

11/18/10



Settlements When "settle must invoice" restrictions are set by the STLMUSTINV General Info Table setting and you attempt to retrieve a trip in the Trip Settlements Folder, the system checks that the invoice restrictions are met and that the trip segment is complete. However, by default it does not check whether all the orders on the trip segment are complete.Now, you can set up the system to require that all orders on the trip segment have a Completed status before that trip segment can be retrieved in the Trip Settlements Folder.

For details, see: Guide Trip Settlements FolderChapter Setup proceduresSection Restricting the retrieval of orders in Settlements

according to order status

4/17/12

Settlements When "settle must invoice" restrictions are set by the STLMUSTINV General Info Table setting and you attempt to retrieve a trip in the Trip Settlements Folder, the system checks that the invoice restrictions are met and that the trip segment is complete. Now, you can set up your system to allow a supervisor to override this feature in order to calculate pay for the incomplete orders. The override feature can be used to override any condition that generates the "Not ready to settle" message.For details, see:

Guide Trip Settlements FolderChapter Setup proceduresSection Overriding invoice requirements

4/17/12

Settlements Previously in the Trip Settlements folder, you could retrieve an order based on Move, Trip Segment, or Order number. The Pay Detail # option has now been added to the available options in the Settlements lookup field. To use this option, you must enter a complete pay detail number.Note: If you specify a pay detail number that is not associated with an order, an advisory message is displayed and no information will be retrieved.For details, see:

Guide Trip Settlements FolderDocument 05.LookingUpTripsReadyToBeSettledSection Looking up a specific trip

1/25/11



Settlements Previously in the Trip Settlements folder, you could retrieve an order based on Move, Trip Segment, or Order number. If you wanted to retrieve an order according to a reference number, you had to use the Scroll Orders window to look up the order number corresponding to the reference number. You could then enter the order number into the lookup field in Settlements.The Reference# option has now been added to the available options in the Settlements lookup field. When you select this option, you can enter a reference number of any type. Your entry can be a complete reference number, or a partial match with wild card. If there is more than one occurrence of the specified reference number, all matches will be retrieved so you can select the desired order. In addition, you can set up the system to: Define the number of results that are displayed. Specify a column on which the results will be sorted. Specify the sort order. Restrict the search to certain reference number types. For details, see:

Guide Trip Settlements FolderDocument 05.LookingUpTripsReadyToBeSettledSection Looking up a specific trip

1/18/11



Settlements When processing pay in the Trip Settlements Folder, it might be necessary to know the invoice status of the order.In previous versions, if you wanted to view the current status of an invoice before releasing payment, you had to retrieve the order in the Edit Invoice Folder.Now, a new window in the Trip Settlements Folder displays the invoice status along with the following invoice data: Order number Invoice number Bill To ID Bill date Line haul charge Fuel surcharge Accessorial charges (other than the fuel surcharge) Total charges Paperwork statusNote: If multiple invoices are associated with the trip being viewed, the invoices are sorted by invoice status in the following order: Not Prepared On Hold Ready to Print Printed Transferred

For details, see:Guide Trip Settlements FolderChapter Introduction to the Trip Settlements FolderSection Viewing the current invoice status for a trip

1/27/11

System-wide A new interface to the CarrierWatch™ application allows you to retrieve current carrier data from any TMWSuite application. Information retrieved from CarrierWatch includes DOT authority status, insurance type and coverage, crash statistics, safety ratings, and information about vehicle, driver, and Hazmat inspections.For details, see:

Guide CarrierWatch

11/22/11



Build 2011.10_08.0649 enhancementsThis section presents high-level descriptions of the enhancements introduced in TMWSuite build 2011.10_08.0649.



Billing Rates In the Edit Billing Rate Schedule Folder, you create rate schedules that consist of multiple charge amounts by selecting an entry other than Not Used in the Rows and/or Col's fields of the rate header.The Company label in System Administration is used by multi-company organizations to categorize loads and/or resources.A new option in the Rows and Col's fields now allows you to create a billing rate based on the options in the Company label.Note: In order for this type of billing rate to be applied to an order, the option selected in the order header's Company field must be included in the rate table.

External Equipment

In the Age in Hours field in the External Equipment tab in Dispatch's Planning Worksheet, you can limit the list of carriers by entering the age of the posting in hourly increments.In previous versions, the default value for the Age in Hours field was 4.Now, you can setup the system for the Age in Hours field to use a default value up to 9999.For details, see:

Guide External EquipmentChapter Working with external equipment recordsSection Specifying the default age for postings

4/29/11





Dispatch TMWSuite's Driver Log Record feature helps you to verify that drivers are complying with DOT hours of service regulations. It does this through: Service rules

A service rule specifies the number of hours a driver can work in a given period of days. For example, the 7/60 rule specifies that a driver cannot work more than 60 hours in any given seven day period.

Driver log entriesLog entries record the number of hours a driver worked each day.

When calculating how many hours a driver has available, the system counts the number of hours worked in the past number of days specified by the service rule, such as seven days. In addition, this feature allows you to reset a driver's log hours to zero, if that driver has not worked for a certain amount of time.In the past, the number of hours required for a reset was hard-coded at 34 hours. Now, the system allows the number of hours required for a reset to be user-defined.For details, see:

Guide General DispatchChapter Logging a driver’s hours of serviceSection Restarting the calculation of a driver’s available

hours

04/08/11





Dispatch and Invoicing

The Company Order Requirements feature allows you to set up data and/or reference number requirements on a Bill To-by-Bill To basis. For reference numbers, you can require that: Orders have a specific type of reference number. The reference numbers must be recorded on the order

header, order stops, or freight details. The order header reference numbers must conform to a

specific format called a mask.Note: Format validation is enforced when the order is saved in the Trip Folder or Planning Worksheet. The system does not enforce format requirements in Order Entry.

Orders that do not meet the requirements cannot be saved until the correct type of reference number is recorded in the correct place. Now, you can also set up the system to: Allow you to set up multiple validation masks for a

reference number requirement. Require reference numbers for the shipper and the

consignee on the order, as well as the Bill To. When you set reference number requirements for shippers and/or consignees, the checking takes place in the Dispatch application:

If the requirement is for an order, the system will check for reference number requirements associated the shipper and/or consignee on the order. If the requirement is for a stop, the system will check for reference number requirements associated with each company used as a shipper (location of a PUP event) and each company used as a consignee (location of a DRP event)

Specify that requirement validation extends to the Invoicing application.

When you set reference number requirements for invoices, the checking takes place only in the Invoicing application. It is not checked in Dispatch or Order Entry.





Dynamics GP When an employee card is created in Dynamics GP and imported into TMW Driver File Maintenance, a new company driver profile is created. In previous versions, the contents of the Employee ID field in Dynamics GP were transferred to the ID field in Driver File Maintenance.In V.2011, the contents of the Employee ID field in Dynamics GP are transferred to the Alt ID field in Driver File Maintenance. Your system’s default process for generating the driver ID is used to populate the ID field.For details, see:

Guide TMWSuite Microsoft Dynamics GP IntegrationChapter Working with payroll resourceSection Transferring employee cards from Microsoft

Dynamics GP

10/31/12

Dynamics GP In previous versions, you specified the type of order header reference number that was to be transferred to Dynamics GP in the Bill To company's profile. The reference number populated the Customer PO field in Dynamics GP. You could transfer only one reference number.Now, you can specify a second order header reference number type to be transferred. It will display in the Dynamics GP Document Description field. For details, see:

Guide TMWSuite Microsoft Dynamics GP IntegrationChapter Working with company profilesSection Specifying the reference number type passed as

the PO Number for receivables transactions

10/31/12

Invoicing When a change must be made to an invoice that has already been transferred to your accounting system, you create a credit memo to completely reverse all charges on the original invoice.Prior to V.2010, you could issue a credit memo for the partial amount, or for the full amount.As of V. 2010, you can also issue a credit memo for a amount that is greater than the original invoice.Now, you can set up your system to specify whether a credit memo amount can be greater than the original invoice amount.





Invoicing(Dedicated Billing Module)

TMWSuite does not allow changes to be made to an invoice that has a "Transferred" status. You must create a credit memo to back out the charges. A credit memo completely reverses all charges on the original invoice. If you want to send a replacement invoice with the corrected charges, you create a rebill.Now, the credit memo and rebill functionality has been made available for the Dedicated Billing module. Dedicated Billing is a licensed add-on module is an add-on module that bears a similarity to TMWSuite's master bill feature. A dedicated bill is a collection of individually rated invoices to which aggregate and fixed charge rates are applied.

Multiple In the Dispatch, Order Entry, and the Settlements applications, the Earnings Snapshot window allows you to retrieve a resource's actual or estimated pay for completed trips.In previous versions, the Earnings Snapshot window included columns showing the order number, settlement item, quantity, rate, and so on.In V.2011, new columns have been added to the Earnings Snapshot window to list the move number and trip segment number in the Actual Earnings Due section and the move number in the Estimated Earnings Due section.

Rate Schedules Now you can set up the system to automatically calculate an accessorial charge for shipments that occur on weekends and/or holidays.The rates you set up can contain premium charges for both holidays and for weekends. However, the feature will bill only one premium charge per day. If more than one charge is applicable, the system will apply the larger charge. For example, if a shipment is made on a holiday that falls on a weekend and the selected rate contains separate premium charges for weekends and for holidays, the system will apply the higher of the two charges.In addition, you can set up the system to record a user-defined description for the premium charge.For details, see:

Guide Billing RatesChapter Setting up secondary ratesSection Billing for weekends and holidays

9/16/11





Settlements In Final Settlements, you can limit the Collect queue to just resources with pay by selecting the Exclude resources W/O pay for this pay period check box. This feature is designed to exclude resources that have $0.00 net pay for the pay period. However, under certain circumstances, a resource could have $0.00 net pay and also have pay details that need to be closed and transferred to accounting. For example, if a resource had Total Taxable Compensation of $500.00 and Total Taxable Deductions of $500.00, the net pay would be $0.00. By default, the Collect queue would exclude the resource even though pay details do exist.Now, you can set up your system to include $0.00 net pay records when the Exclude resources W/O pay for this pay period check box is selected.

Settlements A new feature allows you to generate pay details for trainer and trainee pay.To use the new feature, you must do the following: In a new window, assign a trainer driver and trainee driver

to a tractor.Note: Whenever the tractor is assigned to a trip, the drivers will be automatically assigned to the trip.

Set up daily rates for trainer pay and trainee pay.Note: One rate will be used for all trainers and one rate will be used for all trainees.

Each day, run a stored procedure that will create the pay details for trainer pay and trainee pay in the Final Settlements Folder.

Note: The trainer pay and trainee pay are pay details that are generated in addition to any pay details associated with the trip. For example, the trainer and trainee driver might both be paid a mileage-based line haul pay. This feature would then add a flat pay detail for trainer or trainee to the settlement.





Settlements By default, when pay details for a carrier are transferred to Microsoft Dynamics GP, they are transferred under the pay header number, without any information that allows you to track the orders for which the carrier is being paid. You can set up your system to track all the orders for which the carrier is being paid under a single pay header ID.A new setting and two new windows in Settlements now allow you to retrieve a carrier's pay details and associate them with a carrier invoice number and carrier invoice date before transferring the total for all pay details to your Dynamics GP AP module. A pay header will be generated for each carrier invoice number.Note: This feature is applicable only if you are using Dynamics GP as your accounting system. It is not supported for other accounting packages.

System Administration

RevType3 and RevType4 labels in the System Administration label file include the ExtraString3, ExtraString4, ExtraString5, and ExtraString6 variables. These additional fields give you the ability to include the variables as attributes in The DAWG, Integrated Reports, and SQL Server Reporting Services reports.






Dispatch (Planning Worksheet)

By default, when a dispatch type expiration having a code of 200 or greater goes into effect for a driver or trailer, that driver or trailer is removed from the Planning Worksheet’s Driver grid or Trailer grid. Now, you can control the types of expirations that are displayed or excluded on these grids. The status/expiration type and the date/time of availability are also displayed in the grid.For details, see:

Guide Resource ExpirationsChapter Viewing expirations in the Available Resources

gridsSection Viewing active dispatch type driver and trailer

expirations

05/11/11

EDI If your system is set up to include freight details in the 210 file, you can transfer gross volume and volume unit data for loads to the 210 during EDI processing.Previously, the net volume and volume unit were not transferred to the 210.As of V.2011, during EDI processing both the gross and net volume and volume unit are transferred to corresponding fields in the 210 file.

File Maintenance(Safety System)

Three new Safety System report print formats are now available. These new formats add cost summaries to the Incident, Injury, and Spill/Contamination reports. The new format for the Injury report also includes descriptions of the injuries.For details, see:

Guide Safety Report SystemChapter Setting up the TMW Safety Report System.Section Specifying the format of printed reports

03/23/2012

Fuel Import interface

TMWSuite clients who are using the Fuel Import interface can now set up the system to create bonus pay details for drivers who purchase fuel from a preferred vendor. Bonus pay details are in addition to the pay details for fuel purchase reimbursements.





Invoicing The Dispatch Worksheet is designed to work with intermodal trips. Previously, this window displayed each trip's start location and end location.As of V.2011, new fields in the Dispatch Worksheet will automatically display information about the next stop for each trip event. Before the trip is Started, the trip's start location is

displayed. After the trip is Started, the trip's next stop is displayed. When the trip is Complete, the trip's end location is

displayed.Invoicing Dedicated Billing is an add-on module that bears a similarity to

TMWSuite's master bill feature. Like master bills, a dedicated bill combines charges from individual invoices for a particular Bill To company during a specified period. However, a dedicated bill can also be set up to include charges from: Dedicated rates set up to generate recurring charges on a

scheduled basis, e.g., weekly, monthly, quarterly, etc. Aggregate Line Item rates set up to generate charges

based on aggregate quantities across multiple invoices. For an invoice to be included in a dedicated bill, the invoice must be dated on or before a dedicated bill’s cutoff date.In previous versions, you could specify that the cutoff date would be based on one of three types of invoice dates: Delivery date, Bill date, or Ship date.Now, there are two additional options on which you can base the cutoff date: The date of the first delivery. The date of the empty return.In addition, the effective time used for the cutoff date used to be hard-coded at midnight. Now, the effective time is user definable.

Invoicing The Dispatch Worksheet is designed to work with intermodal trips. As of V.2011, new fields in the Dispatch Worksheet display the following information: The combined total count for all commodities belonging to

the count unit displayed in the order header. The combined total weight for all commodities belonging to

the weight unit displayed in the order header.





Multiple A new option allows you to set up the system to verify that a particular secondary charge is always included on an order for a particular Bill To company, when that order is being prerated in Order Entry or in Dispatch. In the Bill To's company profile, you specify: Which secondary charge or charges are to be included. Whether the system just warns you that the charge is

missing, or whether it requires that the charge be added before saving.

In addition, you can set up the system to automatically record one or more charges in the profile of any new Bill To company. This would only affect the profiles of companies in which the Bill To radio button is selected after the system is set up to use this new feature.

Order Entry When you have the Track Branch functionality activated, you can set up branch profiles as Booking and Executing terminals. When an order is created, the system will default the Booking Terminal values from the branch specified in the profile of the user who created the order. The Executing terminal field can be set manually.Previously in the Order Entry application, after you saved an order with a booking terminal and an Executing terminal value, you could change the Booking terminal. However, you could not change the Executing terminal.As of V.2011, you can set up your system to allow changes to the Executing terminal in Order Entry.



Build 2011.10_08.0887 enhancementsThis section presents high-level descriptions of the enhancements introduced in TMWSuite build 2011.10_08. 0887.First available in 2011.10_08.0887


System-wide Now, you can set up TMWSuite's Find Orders and Find Invoices scroll windows to display cost-related columns in the result set. These columns provide the following payment information associated with an order: Line haul cost Accessorial cost (minus fuel surcharge) Fuel surcharge cost Total costThis information could be used to view the historic costs for a specific lane.This feature will allow you to: Filter out dollar amounts for pay details based on specific

pay types, such as Driver Advance. Allocate costs across multiple orders on a consolidated trip. Combine costs from all resources assigned to a split trip.For details, see:

Guide General DispatchChapter Looking up trip informationSection Viewing cost information

For details, see:Guide InvoicingChapter Looking up an individual record in InvoicingSection Viewing cost information

9/28/11





Carrier 411 Add-in

Carrier411 is a for-cost third party carrier monitoring service that tracks government ratings for carrier safety, insurance, and operating authority. This information can be downloaded from www.carrier411.com as a Microsoft Excel spreadsheet and imported into TMWSuite. CSA 2010 regulations have changed how the Excel spreadsheet reports safety ratings. TMWSuite’s Carrier Safety (Excel) Import screen has been updated to comply with these changesIn addition, the Safety Rating for Carrier window in Carrier File Maintenance has been updated to display score categories, score (percent), Serious Violation and Basic Alert flags, and the date.For details, see:

Guide Carrier411 interfaceChapters Overview

SetupSynchronizing Carrier 411 DataViewing Carrier411 Data

12/18/11

Dispatch In previous versions, the Assignment History and the Last Commodities in Trailer windows displayed only the commodities from the trailer's last trip.Now, you can set up the system to show: The trailer's last five trips. Up to four commodities for each of those trips.Notes: 1. The Assignment History window is available in File

Maintenance, Dispatch, and Settlements.2. The Last Commodities in Trailer window is available only in

the Dispatch application. It is accessible from the Trip Folder and the Planning Worksheet.

For details, see:Guide General DispatchChapter Viewing the last commodities hauled by a trailerSection Viewing commodities from the past five orders

8/22/11


http://www.carrier411.com/




Dispatch In previous versions, the Assignment History window displayed every trip a trailer was assigned to within the specified date range.Now, you can set up the system to hide trips having certain types of reference numbers recorded for the order. Notes: 1. This enhancement applies only to trailers. It is not

applicable to drivers and/or tractors.2. The system only checks reference numbers recorded for

the order as a whole. It does not check reference numbers recorded for stops or freight details.

3. The Assignment History window is available in File Maintenance, Dispatch, and Settlements.

DispatchEDI

In previous versions, the Planning Worksheet's EDI grid showed all orders having a Pending status. Dispatchers could review each order and accept or reject it. Now, you can identify commodities that you consider invalid. When any commodity on an order is invalid, the dispatcher will not be able to accept the order. This will ensure that only orders with expected commodities can be accepted.





Settlements When you set up primary and accessorial pay rate schedules, you can now control how rates are applied on a cell-by-cell basis. You can: Mix flat rates with non-flat rates for the same rate

schedule.When a pay rate is based on miles, weight, volume, count, or revenue, there may be a flat rate exception for a particular origin or destination location, a point-to point combination, a commodity, or other condition(s) represented by a row, a column, or a row/column combination in the rate table. To handle flat rate exceptions, you can record flat rates for individual cells.

Specify a minimum rate and/or quantity for a particular cell.In the past, minimums were established on the rate header, and they applied to the entire rate schedule. Therefore, a separate rate was required for each minimum. This enhancement reduces the number of pay rates that you must set up to accommodate minimums.

Expire individual cells.In previous builds, you had to expire an entire rate schedule in order to prevent it from being applied as of a particular date. Now, if individual rates have expiration dates that differ from the rest of the rate schedule, you can record those expiration dates in the affected cells.

Inactivate individual cells.In some rate tables, a row and column may intersect at a cell for which no rate applies. For example, suppose you have set up an origin state-to-destination state rate schedule. You need Ohio as both a row entry and a column entry because Ohio serves as an origin point for some rates and as a destination state for others. However the rate schedule does not provide a rate for loads that begin and end in Ohio. Because the system does not accept a null (blank) value in a cell, you must enter 0.0000 in the Ohio to Ohio cell. To have the system recognize that the entry is just a placeholder and not a valid rate, you can inactivate the cell.

For details, see:Guide Pay RatesFolder Advanced Pay Rate FeaturesDocument 11_ControllingPayRatesCellByCell.pdf

6/28/11





System-wide Now, you can set up TMWSuite's Find Orders and Find Invoices scroll windows to display cost-related columns in the result set. These columns provide the following payment information associated with an order: Line haul cost Accessorial cost (minus fuel surcharge) Fuel surcharge cost Total costThis information could be used to view the historic costs for a specific lane.This feature will allow you to: Filter out dollar amounts for pay details based on specific

pay types, such as Driver Advance. Allocate costs across multiple orders on a consolidated trip. Combine costs from all resources assigned to a split trip.For details, see:

Guide General DispatchChapter Looking up trip informationSection Viewing cost information

For details, see:Guide InvoicingChapter Looking up an individual record in InvoicingSection Viewing cost information



Build 2011.10_08.1029 enhancementsThis section presents high-level descriptions of the enhancements introduced in TMWSuite build 2011.10_08.1029.First available in 2011.10_08.1029



When you are set up to use branches as booking and executing entities, you link Bill To's to customer service (booking) representatives in their company profiles. You can have the Advanced Carrier Selection window set up to display booking and executing entities. When an order is opened in the window, the customer service rep from the Bill To's profile is displayed. By default, if the customer service rep in the Bill To's profile is changed, the next time the order is opened in the ACS window, the rep is updated to match. Now, you can set up your system to prevent customer service rep updates in the ACS window when the Bill To’s rep is changed.Note: To use this feature, you must have the Enhanced Brokerage license. For more information, call your TMW Service representative.For details, see:

Guide Advanced Carrier SelectionChapter Performing ACS setup proceduresSection Retaining the Bill To’s booking entity

9/13/12

Billing Rates In the Edit Billing Rate Schedule Folder, you can now set up multiple billing rates for a rate schedule that is based on a shipment's origin and/or destination region.Because an origin or destination may be multiple regions, a new setting allows you to specify whether the highest or lowest rate is applied when more than one rate based on origin/destination region is applicable.Note: Regions that are used as rating restrictions are defined in the Rate Schedules application’s Trips and Regions Edit window.For details, see:

Guide Billing RatesChapter Setting up a rate headerSection Defining a header for a rate table

andChapter Setting up trip definitions and regionsSection Setting up rate schedules based on regions

08/11/12





Dispatch Two new commands in Dispatch allow you to view a resource's previous trip or next trip. The commands are available when you right-click on a resource's ID in any of these locations: The Asset Assignment window The Trip Folder's Stop Detail grid The Trip Folder's trip header areaFor details, see:

Guide General DispatchChapter Looking up trip informationSection Accessing a resource's previous and next trips

8/18/11

Dispatch, Order Entry

Previously, freight values were entered manually, on an order-by-order basis. This was true whether the order was created in Order Entry or the Dispatch Trip Folder.As of V.2011, users can set a default freight value in a company's profile and configure system settings to automatically copy that value to an order when it is first created in Order Entry or the Dispatch Trip Folder. Your configuration determines whether the system will retrieve the default freight value from the profile of the Bill To, shipper, or consignee recorded on the order.For details, see:

Guide Order EntryChapter Performing Order Entry setup proceduresSection Setting default values in the order header

8/18/11

Rate Schedules You can set up the system to use the times recorded in the Arrival and Departure fields to automatically calculate the number of hours to use when it creates time-based invoice details.By default, this feature uses the total hours from all billable stops (including empty stops) to make its calculation for hourly charges. Starting in V.2011, you can set up the system to use one hourly billing rate for the loaded portions of the order and a different hourly rate for the empty portions of the order.In addition, you can set up the system to subtract from the total any hours that should not be billed to the customer due to breakdowns or out-of-route situations specified by Dispatch.





Safety System(File Maintenance)

In the Safety System, the Accident tab now displays the driver’s driving and on-duty hours prior to the accident. Hours come from the driver's Driver Log.Driving and off-duty hours displayed on the Accident tab are those accumulated since the driver's last period of 10 consecutive off-duty hours. If the driver has not had 10 consecutive off-duty hours in the last 10 days, a value of -1 is written to the fields. Note: On-duty hours are non-driving hours spent on the job.For details, see:

Guide Safety Report SystemChapter Working with Safety Report System tabsSection Accident tab

03/23/2012

System-wide Keyboard shortcuts (or hot keys) are specially programmed key combinations that allow you to perform specific tasks or functions, without having to use the mouse to select a menu and one of its commands.Previously, the only available hot key combinations were hard-coded into the system.As of V.2011, users can set up the system to enable themselves to create custom hot key combinations. Notes:1. All custom hot keys must begin with CTRL.2. Hot keys already defined by Windows and/or hard-coded

into TMWSuite will take precedence over any newly defined custom hot keys.

3. Custom hot keys can be applied only to existing menu options.

For details, see:Guide System AdministrationChapter Setting up custom hotkeys for menu options

06/29/2011





System-wide The Assignment History window, available in File Maintenance, Dispatch, and Settlements enables you to look up a list of trips to which a driver, tractor, trailer, or carrier was assigned during a specific date range. As of V.2011, several changes have been made to this window: You can now specify the default number of days used for

the date range. A Back and Next button allows you to page through

records in increments of the specified number of days. When the Assignment History window is opened by right

clicking on a resource in the Asset Assignment window or in the Trip Folder's Stop Detail grid, the date range is based on the start date of the displayed trip.Note: When the Asset Assignment window is opened using the View > History command or the History icon, the date range is based on the current date.

For details, see:Guide General DispatchChapter Using the Assignment History windowSections Understanding the layout of the Assignment

History window.

11/11/11





Dispatch Previously, it was necessary to use the Quick Find scroll windows to locate tractors, trailers, drivers, and carriers for trips based on the availability of specific accessories and qualifications.New features in the Dispatch Planning Worksheet simplify the process of locating resources that have the accessories and qualifications that meet a trip's load requirements. You can set up your system to display the currently available accessories and qualifications for the tractors, drivers, trailers, and/or carriers that are listed in the Planning Worksheet's Available Resources grids. You can display the accessories/qualifications for the

drivers, tractors, and/or trailers in the Tractor/Trip Segment grid.

You can display the accessories/qualifications for the drivers in the Drivers tab.

You can display the accessories/qualifications for the trailers in the Trailers tab.

You can display the accessories/qualifications for the carriers in the External Equipment Company Carriers tab.Note: The External Equipment module is available when you have the enhanced brokerage license. For more information, contact your TMW Sales representative.

For details, see:Guide Planning WorksheetChapter Viewing expirations and qualificationsSection Displaying resources' qualifications and

accessories

08/19/2011







The Advanced Carrier Selection window allows you to print, fax, or e-mail a confirmation message to the carrier assigned on a trip. The confirmation message can be a Microsoft Word file, an Integrated Reporting report, or an Integrated Reporting Kit.Now, the Advanced Carrier Selection window allows you to indicate that the carrier has acknowledged receipt of the confirmation for a specific trip.For details, see:

Guide Advanced Carrier SelectionChapter Using the Advanced Carrier Selection windowSection Indicating that the carrier has acknowledged

receipt of the confirmation

8/31/2011

Dispatch, Settlements

The Pay Entry window, available in Dispatch and Settlements, allows you to enter multiple pay details for multiple resources at one time. Previously, when entering a per-hour pay detail, you had to manually enter the number of hours and the rate.As of V.2011, you can configure the system to enable users to enter the start and end date/time for an hourly pay detail. Once these values have been entered, the system automatically calculates the number of hours to be paid and checks for schedule conflicts. If conflicts exist, the user will be prompted to correct them.Notes: 1. To use the Pay Entry window, you must have the

AltHourly=Y setting in the [Accounting] section of your TTS50.ini file.

2. This option works only for per-hour pay types.3. You must manually enter the pay rate.





File Maintenance, Invoicing

If your customers require specific charge types and reference number types on their invoices, you can use billing validation to verify their invoices contain the right reference number and charge types. To use this functionality, you must: Activate the feature using a system setting. Identify each Bill To company for which you want to verify

reference number and/or charge types. Identify the charge types that will be used for each Bill To

company and define the rules that govern how these charge types are applied. You can combine charges, or

Identify a reference number type that must be present when the system validates the company's orders.

Run custom post processing stored procedures on your database to determine what happens to invoices that pass billing validation and what happens to those that fail.Note: You must submit a service request for the custom stored procedures needed to perform your post processing.

Invoicing, File Maintenance, EDI

In the Company File Maintenance window, the options in the EDI 210 field allow you to specify whether invoices for the Bill To will be printed or sent as an EDI 210 (electronic invoice) document. Previously, the EDI 210 option that you selected applied to all of that Bill To's invoices.Now, you can set up your system to use a different print/EDI 210 process based on: The invoice type

You can use different options for line haul, supplemental, and miscellaneous invoices.

The invoice definition You can use different options for original invoices than you use for credit memos or rebills.

The invoice termsYou can use different options for invoices having certain terms, such as Prepaid, Collect, Other, Third Party.

For details, see:Guide EDI InterfaceChapter Working with invoicesSection Selecting the invoice output method

11/5/2012





Rate Schedules The restrictions you set in a rate schedule's index determine when it will be applied. When you use the Compute function to rate a trip, the system compares individual fields on records associated with the trip to individual restriction fields in all indexes, for all pay rates recorded in the Rate Schedules application.Previously, if you wanted to add pay rate restrictions for drivers, tractors, and/or trailers in the Index Asset tab, you could use DrvType1-4, TrcType1-4, TrlType1-4, driver ID, tractor number, trailer number, Pay To, and Terminal.As of V.2011, these additional fields can be used to further restrict the pay rates for drivers, tractors, and trailers:

11/4/11

Drivers Company Fleet Division Domicile Team Leader

Tractors Company Fleet Division

Trailers Company Fleet Division





Note: The values for these fields must be defined in the Label File, and selected in the resource's profile.For details, see:

Guide Pay Rates BasicsChapter How the system selects a rate when it calculates

paySection Rate index hierarchy

For details, see:Guide Third Party PaySection How the Third Party Pay feature affects the rate

index hierarchyFor details, see:

Guide Trip Settlements FolderChapter Calculating paySection What to do if the system applies the wrong rate

For details, see:Guide Billing RatesChapter Setting up a rate indexSection Understanding how the system selects the

proper rate(s) for an order during the rating process

Settlements Many TMW customers use the standing deduction feature in Settlements to record money placed in escrow accounts, and to record adjustments that are not part of the regularly scheduled deduction process.When creating escrow accounts, you use the Edit Standing Deduction window to set up the escrow deductions for each resource. A new option in the Edit Standing Deduction window allows you to generate a report of the transactions for a resource's escrow account for a specified date range.Information in the report includes: Deductions from the resource's escrow account Additions to the escrow account Account balance after each transaction Activity date Deduction code Description of activity





Settlements In previous versions, the Final Settlements Folder’s Pay Details section displayed information in fields arranged in a fixed format, which prevented you from re-ordering the columns.Now, you can set up the system to display the Pay Details section as a grid. This allows you to: Resize or move one or more columns. Save the customized grid as your default configuration.Note: A TMWSuite system administrator can also make the customized grid available for other users, and set it as their default.For details, see:

Guide Trip Settlements FolderChapter Setup ProceduresSection Determining screen layouts

9/27/11

Note: Unless otherwise noted, all TMW® interfaces to third-party software products are add-ons that must be purchased from TMW. For details, contact TMW Sales at 1-800-229-1869.


product updates for v. 2011 -...

Documents