Using the Label File to Customize Fields

11. Using the label file to customize fields

Your company has its own language. You use certain terms to categorize your loads, your equipment, and your drivers. You also have names for the types of data record. To enable you to retain the categorizations and terms your company uses, TMWSuite allows you to define many fields yourself. Such user-defined fields are called labels. You use these fields to categorize data in ways that make sense for your business environment. User-defined fields can be used to:  Set restrictions to limit records listed in grids.  Sort records in lists of data.  Restrict the records that are to be processed in queue windows.  Set up dispatch views and column configurations.  Set restrictions on billing rates and pay rates so that those rates are applied only when tri ps match the user-defined categories specified in the restriction fields.  Classify data for reporting purposes.  Determine how TMWSuite applies general ledger numbers for billing and pay categorie s. Not all labels are user-defined. The label file also has system codes that are standard within TMWSuite. The system uses these codes internally. Normally you will not modify these codes. The last part of this chapter shows key windows in base TMWSuite applications. The illustrations identify the fields that are labels. The following sections explain how the label file can be used to customize TMWSuite.

How to edit a label...... 11.4 Determining the sort order for label drop-down lists...... 11.5 Retiring a label entry...... 11.6 Labels with fixed values required by TMWSuite...... 11.7 Labels used to define field values only...... 11.18 Labels used to define both field names and field values...... 11.24 Labels used to define field names only...... 11.25 Using Revenue Types to classify revenue...... 11.26 RevType examples...... 11.26 How RevTypes are used...... 11.27 Establishing relationships between Revenue Types...... 11.32 Configuring the system...... 11.32 Setting up Revenue Type relationships...... 11.33 Using Revenue Type relationships...... 11.35

Labels seen in File Maintenance...... 11.36 Company Master File...... 11.36 Company File Maintenance...... 11.36 Load Requirements...... 11.36 Driver Master File...... 11.37 Driver File Maintenance...... 11.37 Driver Expirations...... 11.37 Driver Qualifications...... 11.38 Driver Training...... 11.38 Driver Testing...... 11.38 Tractor Master File...... 11.39 Tractor File Maintenance...... 11.39 Tractor Expirations...... 11.39 Tractor Accessories...... 11.40 Trailer Master File...... 11.41 Trailer File Maintenance...... 11.41 Trailer Expirations...... 11.41 Trailer Accessories...... 11.42 Pay To Master File...... 11.43 Carrier Master File...... 11.43 Commodity Master File...... 11.44 City Master File...... 11.44 Labels seen in Order Entry...... 11.45 Rate-by-Total Mode...... 11.45 Rate-by-Detail Mode...... 11.46 Load Requirements...... 11.46 Scroll Orders by Reference tab inquiry...... 11.47 Early/Late Arrival...... 11.47 Customer Service Report...... 11.48 Assign Driver/Equipment...... 11.48 Labels seen in Dispatch...... 11.49 Trip Folder...... 11.49 Order Header (Rate by Total)...... 11.49 Order Header (Rate by Detail)...... 11.50 Asset Assignment...... 11.50 Planning Worksheet...... 11.51 Define Views for Available Trips...... 11.52 Define Views for Available Resources...... 11.53 Define Views for Available Resources...... 11.54 Load Requirements...... 11.55 Driver/Equipment Status...... 11.55 Labels seen in Rate Schedules...... 11.56 Edit Billing Rate Schedule Folder...... 11.56 Restrict (billing) Rate Schedules...... 11.58

System Administration 2 Revised: 10/2012 TMWSuite Using the label file to customize fields

Edit/Enter Charge Types...... 11.59 Edit Settlement Rate Schedule Folder...... 11.60 Restrict (pay) Rate Schedules...... 11.63 Settlement Item Maintenance...... 11.64 Labels seen in Invoicing...... 11.64 Edit Invoice Folder...... 11.64 Restrict Orders Ready to Invoice...... 11.65 Restrict Invoices On Hold...... 11.65 Restrict Invoices On Hold for Audit...... 11.66 Print Invoices and Print Invoice Edit Report...... 11.66 Paperwork Tracking...... 11.67 Invoice Format Maintenance...... 11.67 Additional Invoice Header Information...... 11.68 Order Status Report...... 11.68 Credit Memo Reason...... 11.69 Labels seen in Settlements...... 11.69 Restrict Settlement Data...... 11.69 Define Group...... 11.70 Restrict Settlement Detail Data...... 11.71 Deduction Type Maintenance...... 11.72

How to edit a label

1. Click the Labels icon on the System Administration toolbar, or select Edit > Label File. The Edit User-Definable Fields window is displayed. 2. In the Field Name box, select the label you want to edit. Select from the drop-down list that appears when you click the down arrow button to the right of the field. The data associated with the selected label appears. For example:

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

3. Click Insert to add a new row, or Delete to remove a row at the cursor. The Insert and Delete icons are on the sheet toolbar. Optionally, you may modify data in existing rows. 4. Make entries in these fields:

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

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

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

Code Enter a unique sequential number.

EDI Code Shows the alternate EDI code entered in File Maintenance's EDI Code Maintenance window. If you enter an alternate EDI code in this field, it will update the code in the EDI Code Maintenance window. Notes: 1. If no alternate EDI codes are recorded, either in this field or in the EDI Code Maintenance window, the system uses the first three characters of the item code as the default EDI code. 2. For more information on the EDI Code Maintenance window, refer to the TMWSuite EDI guide.

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

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

6. To exit the window, click Close on the sheet toolbar or select File > Close. Determining the sort order for label drop-down lists

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

AccType1-4 CarType1-4 CmpExp Company Division Domicile DrvAcc DrvAcdCd DrvCmpCd DrvExp DrvObsCd DrvTrnCd DrvTstCd DrvType1-4 Fleet OtherTypes1-2 Paperwork ReferenceNumbers RevType1-4 TeamLeader Terminal TrcAcc TrcExp TrcType1-4 TrlAcc TrlExp TrlType1-4

Retiring a label entry

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

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

To retire a label entry:

1. Click Labels on the System Administration toolbar, or select Edit > Label File. The Edit User-Definable Fields window appears. 2. Use the Field Name drop-down list to display the label for which you want to retire an entr y. 3. Select the Retired check box for the label entry.

4. Click the Save icon in the sheet toolbar.

Labels with fixed values required by TMWSuite

TMWSuite uses these labels internally. Do not modify them because "behind the scenes" code depends on them.

Note: Labels appear in alphabetic order by label name.

Label Name Complete Name Function Code Abbreviations

AccCodes Accessory Codes Intended for tracking and BUY - Buy exchange of different SELL - Sell types of accessories, such XCHG - Exchange as pallets, carried on tractors/trailers. DSCD - Discarded ActgType Accounting Indicates the accounting N - None Payable Type system to be used to pay P - Payroll for services performed by A - Accounts Payable the resource. ARTypes Accounts Identifies the receivable CSH - Cash Receivable Types account as a cash or CDT - Credit credit customer. AsgnPayStatus Assigned Payment Used to track the status of XPY - Do Not Pay Status pay items. NPD - Not Prepared PPD – Prepared AssType Asset Type Identifies the type of TRC - Tractor resource. DRV - Driver CAR - Carrier TRL - Trailer CHA - Chassis DOL – Dolly TPR – Thirdparty CarStatus Carrier Status Indicates whether a ACT - Active carrier record currently is OUT - Inactive active. ChrgTypeBasis Charge Type Basis Indicates the item on SHP - Shipment which a charge is based. ACC - Accessorial Note: Currently, only DEL - Delivery Shipment and Accessorial are operational.

ChrgUnitBasis Charge Unit Basis Identifies the quantity for DIS - Distance calculating a charge. DOD - Dist (O-D) DHUB – Dist [Hub] OOR - Off Route WGT - Weight CNT - Count VOL - Volume FAC - Factor FLT - Flat TIM - Time REV - Revenue MIN - Minimum DUN – Dunnage EVT - Event STOP - Stop LHAUL - Linehaul ComType Communication Currently not functional N/A Type CountUnits Count Units Identifies a unit of PCS - Pieces measure used for a count CAS - Cases of items. BOX - Boxes PLT - Pallets SLP - Slips COIL – Coils Currencies Currencies Identifies the currency to US$ - $US be used for a dollar amount. DeductionBasis Deduction Basis Indicates the basis to be FLT – Flat used when calculating a PAY - %Pay deduction amount during NET - % Net the settlement process. GRPPAY - % Pay for Group REV - %Revenue

DeductionPriority Deduction Indicates how to 1 - Draw First Priority prioritize a deduction 2 - Second when taking deductions 3 - Third during the settlement process. 4 - Fourth 5 - Manual DeductionStatus Deduction Status Used to track the status of INI - Initial standing deductions. DRN - Drawn HLD - On Hold CLD - Closed CAN – Canceled DeductionTerm Deduction Terms Identifies the activity or NOT - Never time frame on which to PAY - Per Pay base deductions. QTYTRP - Per Trips QTY HRS - Per Hours QTYMIL - Per Miles SCH – Schedule QTYEAR - Per Earnings DispMethod Dispatch Method Currently not functional VOC - Voice VCM - Voice Mail MDT - Mobile DT IVR - IVR

DispStatus Dispatch Status Used to track the QTE - Quote progression of an order REF- Refused or movement through DNR – Did Not Resopond various stages to completion. CAN - Canceled TND – Tendered ICO – Cancelled Billable MST - Master NCR - No Credit Allowed UNK - No Credit Status NBT - No Bill-To Specified NR - Needs Rate PCR - Passed Review Date OCR - Over Credit Limit CCR - Cont. Credit Review AGE - Aged Invoice Hold PND – Pending AVL – Available MPN – Multi Planned PLN – Planned DSP – Dispatched SIT – Stored in Transit STD – Started PRD – Parked CMP – Completed HST - Historical DistanceUnits Distance in Units Identifies the way MM – Meters distance is calculated. MIL - Miles FT – Feet IN – Inches CM – Centimeters KMS - Kilometers

DrvStatus Driver Status Indicates whether the AVL – Available driver is available for PLN – Planned dispatch. USE - On the Road VAC – Vacation SIC – Sick HOME – Home OUT – Terminated ErrType Error Type Identifies the kind of CMPINV - Invalid Company ID error that has occurred. DRVINV - Invalid Driver ID TRCINV - Invalid Tractor ID TRLINV - Invalid Trailer ID LGHCNF - Leg Header Conflict DBERROR - Data-base error NODATA – Missing Data TRPEXP - Trip Export EventStatus Event Status Identifies the status of an OPN - Open event recorded for a stop DNE – Done on a trip. FactorUnits Factor Units Used for factor rates only. MLB - Mi x Lbs Indicates that the quantity for the calculating a charge is based on a factor that is computed by multiplying miles times pounds. FlatUnits Flat Units Indicates whether a fixed FLT - Flat rate is a flat rate or a MIN – Minimum minimum rate. STOP – Stop EVT - Event FuelPurchCode Fuel Purchase Identifies the method of BLK - Bulk Fuel Code payment for fuel CMD - ComData purchased. CSH – Cash FuelPurchStatus Fuel Purchase Indicates whether a fuel PD – Processed Status purchase transaction was NPD - Not Processed processed successfully.

FuelTaxStatus Fuel Tax Status Indicates whether a fuel PD – Processed tax transaction was NPD - Not Processed processed successfully InStatus Inbound Status Used to track the status of UNP – Unplanned an inbound movement. PLN – Planned DSP – Dispatched HST – Historical InvoiceDefinitions Invoice The invoice definition is a LH – Linehaul Definitions non-editable field in the MISC – Miscellan. invoice header that SUPL – Supplement. identifies the invoice type. RBIL – Rebill CRD - Credit InvoiceSelection Invoice Print List of valid invoice or Invoices: Format Selection master bill print-out inv01 - d_inv_format01 formats. Through Inv37 - d_inv_format37

invdef - d_invoice_default

Master Bills: mb01 - d_mb_format01 Though mb31 - d_mb_format31 InvoiceStatus Invoice Status Used to track the status of CLD – Collected invoices through various CAN – Canceled stages. HLA – OnHold for Audit HLD - On Hold RTP - Ready to Print PRN - Printed XFR – Transferred PRO - Inv or MB Printed InvoiceTypes Invoice Types Indicates if the customer INV - Freight Bill should receive a detailed MAS - Master Bill invoice, a summary (i.e., BTH - Both Bills master) invoice, or both. NONE – No Output

MileageTypes Mileage Types Identifies the source of A – Manual the mileage calculation. B - Shortest (ALK) C - Shortest (RAND) D - Practical (ALK) E - Practical (RAND) MsgPriority Message Priority Prioritizes the messages HIGH – High in the Dispatch LOW – Low application. NoteTypes Note Types Currently not functional OrdInvStatus Order Invoice Indicates whether an XIN – Do Not Invoice Status order is ready for PND – Pending invoicing. AVL – Available PPD – Prepared OrdPriority Order Priority Identifies the priority of 1 – Highest an order in Order Entry 2 – Second and Dispatch. 3 – Third 4 – Fourth 5 – Fifth PaperWorkStatus PaperWorkStatus Used to assign a ALL – All Received paperwork status to NONREQ - None Required invoices. PayStatus Pay Status Used to track the status of HLD - On Hold a settlement item. PND – Released COL – Collected REL - Closed PRN – Printed XFR – Transferred PayTypeBasis Pay Type Basis Identifies the item on LGH - Trip Segment which to base a INV - Invoice Line Item settlement type. ANC – Ancillary

PickupDrop Pickups or Drops Identifies options DRP - Drop available in the drop- BOTH - Both down list for the Activity PUP - Pickup field in the Load Requirements window

PtoStatus Pay To Status Indicates whether a Pay ACT – Active To record is active. OUT – Inactive

RateBy Rated by Method Identifies the basis for FLT – Flat calculation of charge MIL - $/Mile items. KLM - $/Kilometer CWT - $/100 Lbs LBS - $/Pound KGS - $/Kilogram DAY - $/Day HR - $/Hour PCS - $/Piece GAL - $/Gallon LIT - $/Litre TON - $/Ton MLB - $/(Mi x Lbs/ 10k) USUS - $/Dollar STOP - $/Stop EVT - $/Event MIN - Minimum ReductionRateBy Reduction Rate Identifies options FLT - FLAT Unit available in the drop- REV - % Revenue down list for the BRATE - Use Billing Rate Type Reduction Rate Unit field on the Edit Settlement Rate Schedules Folder.

Relationals Relational = - = Functions > - > < - < >= - >= <= - <= != - != in - in RevUnits Revenue Units Identifies the form of USD - Dollar currency to use for CAD - Can Dollar settlements based upon revenue.

SizeUnits Size Units Identifies the FET – Feet measurement bases for MTR – Meters the Units field. YRD – Yards INS – Inches State State Identifies states and Lists all U.S. states. provinces. Can add Canadian provinces. StopStatus Stop Status Used to track the status of OPN – Open stops on an order or ACT – Active movement. DNE – Done NON – Non StopTypes Stop Types Used to classify stops in BX – Box Stops the Quick Trip window DF – Difficult Stops in Dispatch. FL - Flat Stops FY – Fly by Stops SB - Stand by CY – Carry Ins SHP – Shipper CON – Consignee BIL - Bill To SUP – Supplier PUP - P/U Point DRP - D/R Point OTP - Other Point

TariffBasis Tariff or Rate Indicates the criteria for NOT - Not Used Basis which the rate schedule is STP – Stops applied in Automatic WGT – Weight Rating. For Example, there may be a rate that is CNT – Count applied if a specific VOL – Volume commodity is used. In FAC – Factor this case, the tariff basis DIS - Distance (Route) would be Commodity or DOD - Distance (O-D) "COM." OOR - Out of Route DAM - Distance (Actual) DMT - Distance (Empty) BIL - Bill To DHUB – Dist (Hub) COM – Commodity CLS - Commodity Class TL1 - @TrlType1 TL2- -@TrlType2 TL3- -@TrlType3 TL4- -@TrlType4

TariffBasis (cont.) OT1 - @Other Types 1 OT2 - @Other Types 2 OCM – Origin Company OCT - Origin City OZP - Origin Zip(3-digit) OST - Origin State DCM - Dest. Company DCT - Dest. City DZP - Dest. Zip (3-digit) DST - Dest. State RV1 - @RevType1 RV2 - @RevType2 RV3 - @RevType3 RV4 - @RevType4 AFP Avg Fuel Price DBI – Distance (Billed) AXL - Rig Axles SNY - Seniority (Months) SPT - State Passed Through DR1 - @DrvType1 DR2 - @DrvType2 DR3 - @DrvType3 DR4 - @DrvType4 RPM - Revenue per mile PRT - Divis.of/Parent TC1 - @TrcType1 TC2 - @TrcType2 TC3 - @TrcType3 TC4 - @TrcType4 EVT - Event Type TRM - Terms TimeUnits Time Units Indicates the unit of HRS – Hours measure if the quantity is DAY – Day time-based.

TransferTypes Transfer Types Indicates if detail INV - Freight Bill information or summary MAS - Master Bills information is to be included in the Accounts Receivable export. TprExp Third Party Currently not functional. ACT – Active Expiration INA - Inactive TrcStatus Tractor Status Indicates if a tractor is AVL – Available available for dispatch. MPN – Multi Planned PLN – Planned USE - In Use VAC - In the Shop OUT - Out of Service TrlStatus Trailer Status Indicates if a trailer is AVL – Available available for dispatch. PLN – Planned USE - In Use SPL - Spotted for Loading OBL – Outbound Load SPU - Spotted for Unloading VAC - In the Shop DSP - Dispatched STD - Started CMP - Completed OUT - Out of Service VolumeUnits Volume Units Indicates the unit of CMM – Cubic Meters measure if the quantity is GAL – Gallons volume-based. CYD - Cubic Yards BSH - Bushels LTR – Litres CUB – Cubes WeightUnits Weight Units Indicates the unit of LBS – Pounds measure if the quantity is TON – Tons weight-based. KGS – Kilograms MTN - Metric Ton YesNo Yes/No Y – Yes N – No

Labels used to define field values only

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

The drop-down field values are The label name “Terminal” is user-defined. In this exam ple, hard-coded as the field name. they were established for the It cannot be changed. Terminal label in System Administration.

Notes: 1. For each label in the following table, the label name has been hard-coded as the field name. You can define field values, but you cannot change the actual name of a field itself. 2. System codes exist for some labels. Although you cannot delete such label entries or change the values assigned to them in the Abbr or Code columns, you can change the values in the Description column. 3. Labels are listed in alphabetic order according to label name.

CarExp Carrier Expirations Indicates why a carrier is not ACT – Active available for dispatch. Any INA - Inactive expiration record can be entered or updated in File Maintenance. Some records also may be entered or updated in Dispatch. For such records, data entered in one application will display in the other. The expiration type determines whether an expiration record can be added, viewed, or modified from within Dispatch. There are two types of expiration records: "Dispatch type" expirations "Dispatch type" expirations are those that can be added, viewed, and updated in the Dispatch application via the Driver/Equipment Status window. Such expirations have been assigned codes of 200 or greater within the label file. "Non-dispatch type" expirations Expirations with codes of 199 or less are called "non-dispatch types." These expirations cannot be added, viewed, or updated in Dispatch via the Driver/Equipment Status window. Additions/updates can be done only in File Maintenance. CheckCallEvent Check Call Event Provides options in the Event field Type of the Check Calls window in Dispatch. CmdHazClass Commodity Department of Transportation Hazard Class hazard class.

CmdSubHazClass Commodity Sub- Hazardous sub-category. Hazard Class ComType Communication Currently not functional Type CreditMemo CreditMemo The options you add here will be the Reason Reason selections available to the billing employee when he/she is prompted to record a reason prior to creation of a credit memo. Company Company Categorize loads and/or resources for multi-company organizations CreditTerms Credit Terms Identifies the acceptable form of PPD – Prepaid payment for a customer. COL - Collect OTH - Other THR – Third Party Domicile Domicile Identifies the area where the driver resides. Division Division Classify resources for multi- divisional organizations. DrvAcc Driver Accessories Identifies the qualifications a driver (i.e., qualifications) possesses; these qualifications can be used to satisfy load requirements for orders. DrvAccCd Driver Accident Classify types of accidents recorded Codes for drivers. DrvCmpCd Driver Complaint Classify types of complaints made Codes about drivers.

DrvExp Driver Expiration Indicates why a driver is not VAC – Vacation Codes available for dispatch. Any SIC – Sick expiration record can be entered or HOME - Send Home updated in File Maintenance. Some records also may be entered or INS - In Service updated in Dispatch. For such Position records, data entered in one OUT – Terminated application will display in the other. Note: All of these The expiration type determines system codes are whether an expiration record can be "dispatch type" added, viewed, or modified from expirations. within Dispatch. There are two types of expiration records: "Dispatch type" expirations "Dispatch type" expirations can be added, viewed, and updated in Dispatch via the Driver/Equipment Status window. Such expirations have been assigned codes of 200 or greater within the label file. "Non-dispatch type" expirations Expirations with codes of 199 or less are called "non-dispatch types." These expirations cannot be added, viewed, or updated in Dispatch via the Driver/Equipment Status window. Additions/updates can be done only in File Maintenance. DrvObsCd Driver Observation Identify types of observations made Codes about drivers. DrvTrnCd Driver Training Identify types of training drivers Codes have received. DrvTstCd Driver Testing Identify types of testing drivers have Codes undergone. EDI Electronic Data Currently not functional Interchange EDI214Reason EDI 214 Reason The EDI 214 status reason codes to Codes populate the list of valid reason codes in the manual 214 process of Dispatch.

EDI214Status EDI 214 Status The EDI 214 status codes to populate Codes the list of valid codes in the manual 214 process of Dispatch. ExpPriority Expiration Priority Used in the company, driver, and 1 - Required tractor master files to indicate the 9 - Key Date priority of an expiration. The "Required" priority is used in the Dispatch application to determine if the expiration should prevent a resource from be placed on a trip. The Key Date is a special code that is used to track important dates for the resource, such as a driver's birthday. Fleet Fleet Identifies the fleet to which a resource belongs. FuelType Fuel Type Used in the Fuel Tax application to DSL - Diesel identify the type of fuel purchased. Note: Currently, the Fuel Tax application is not operational. Groups Groups Used in the System Administration application to categorize users by groups for security access purposes. NoteRe Notes Reference Used in all applications to identify C - Company the type of record for which a note CA - Carrier was recorded. D - Driver R - Trailer T – Tractor S – Settlement P – Pay To B – Billing NONE - None E – EDI CMD – Commodity COMB – Load Pin TANKSZ – Tank Sizes DI – Delivery Instructions LI – Loading Instructions

Paperwork Paperwork Identifies the types of paperwork tracked in the Invoicing application. ReasonLate Reason Codes for Indicates why the driver arrived Early or Late early or late at a specific stop. Arrivals Responsibility in the Customer Service Report depends on the Code number: 0: "Unassigned." 1-100: "Carrier" (your company). 101-200: "Company" at the stop. > 200: "No Fault." PayGroup PayGroup Assigns standing deductions to a group so that deductions can be made selectively by pay type. RegionTypes Region Types Classify service regions. Regions are 1 - Region Type 1 included in the city file and become 2 - Region Type 2 part of the profiles of individual 3 - Region Type 3 cities. 4 - Region Type 4 Reference Reference Number Identifies the types of reference REF - Reference Numbers Types numbers (such as a PO number) SID – Customer recorded for an order header, a stop, Order ID or a commodity. SI – Customer Stop ID Reschedule Reschedule Identifies the reason for rescheduling a dispatch event. ServiceRule Service Rules Identifies options in the Service Rule field in the Driver File Maintenance window. TaxType1 GST Used for Canadian GST tax. GST TaxType2 PST Used for Canadian PST tax. PST TeamLeader Team Leader Identifies the team leader to which a driver reports. Terminal Terminal Identifies the terminal to which a resource is assigned. TrcAcc Tractor Accessories Identifies the accessories on a tractor; these accessories can be used to satisfy load requirements for orders.

TrcExp Tractor Expirations Identifies the reasons why a tractor VAC - In the Shop may be unavailable for dispatch. INS - In Service Position OUT - Terminated TrlAcc Trailer Accessories Identifies the accessories on a trailer; these accessories can be used to satisfy load requirements for orders. TrlExp Trailer Expirations Identifies the reasons why a trailer VAC - In the Shop may be unavailable for dispatch. INS - In Service Position OUT - Out of Service

Labels used to define both field names and field values

The following table lists labels that allow you to:  Assign user-defined field names  Establish user-defined selections for certain fields. For each field, the user-defined values will appear in a drop-down list when you click the arrow shown at the right of the field. As an example, this illustration shows the RevType1 field, which has been renamed as Trip Class:

Although the label name for this field is “RevType1”, in The field values are user- the label file you can assign defined. In this exam ple, they a user-defined nam e to the were establis hed for the the field. In this exam ple, RevType1 label in the label RevType1 has been file. renam ed “Trip Class”.

AccType 1 - 4 Accessory Type Intended for tracking and exchange of 1 - 4 different types of accessories, such as pallets, carried on tractors/trailers CarType 1 - 4 Carrier Type 1 - 4 Classify carriers into user-defined groups. DrvPlanType1-4 Driver Plan Identifies and filters different types of Types driver plans in the Planning Worksheet; e.g., plans for each day of the week.

DrvType 1 - 4 Driver Type 1 - 4 Classify drivers into user-defined groups. LghType1-2 LghType1-2 Used in the Dispatch application to classify trip segments. OtherType 1 - 2 Other Type 1 - 2 Classify companies into user-defined groups. Regions Regions Custom label. RevType 1 - 4 Revenue Type 1 - Classify loads into user-defined revenue- 4 based categories. TrcType 1 - 4 Tractor Type 1 - 4 Classify tractors into user-defined groups. TrlType 1 - 4 Trailer Type 1 - 4 Classify trailers into groups.

Labels used to define field names only

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

AgingPeriod1-6 Aging Period Identifies the aging periods used for the credit check feature. ComType Communication Currently not functional Type CarMisc 1 - 4 Carrier Customize the field names for free form Miscellaneous comment fields on carrier profiles. Comments 1 - 4 CmdMisc 1 - 4 Commodity Customize the field names for free form Miscellaneous comment fields on commodity profiles Comments 1 - 4 CmpMisc 1 - 4 Company Customize the field names for free form Miscellaneous comment fields on company profiles Comments 1 - 4 DrvMisc 1 - 4 Driver Miscellaneous Customize the field names for free form Comments 1 - 4 comment fields on driver profiles

OrdMscQty1 Order Miscellaneous Customize the field name for a numeric Quantity 1 field in the header section of the Order Entry Folder. Note: This field is informational only. PTOMisc 1 - 4 Pay To Customize the field names for free form Miscellaneous comment fields on Pay To profiles Comments 1 - 4 TprExp Third party Indicates whether a third party profile expiration (agent, finder, or salesman) is active or inactive. TprMisc1-4 Third party Identifies the name of a free-form miscellaneous comment field in a third party profile. TprType1-6 Third party type Identifies the name of the field used to identify a third party (e.g., agent, finder, salesman1, salesman2, etc). TrcMisc 1 - 4 Tractor Customize the field names for free form Miscellaneous comment fields on tractor profiles Comments 1 - 4 TrlMisc 1 - 4 Trailer Miscellaneous Customize the field names for free form Comments 1 - 4 comment fields on trailer profiles

Using Revenue Types to classify revenue

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

RevType examples

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

Revenue Type 1: Revenue Type 2: Revenue Type 3: Revenue Type 4: DIVISION SALESPERSON HAUL TERMINAL Revenue Classes for Revenue Classes for Revenue Classes for Revenue Classes for Revenue Type 2: Revenue Type 3: Revenue Type 4: Revenue Type 1: FLAT BROWN LINE HAUL AKRON VAN DAVIS BACKHAUL CLEVELAND REEFER JOHNSON COLUMBUS AGGREGATE LINCOLN DAYTON TANK L HAUL MEADE SANDUSKY BULK L HAUL TOLEDO DEDICATED

Example 2 Revenue Type 1: Revenue Type 2: Revenue Type 3: Revenue Type 4: PROFIT CENTER CHAIN DISPATCHER TYPE Revenue Classes for Revenue Classes for Revenue Classes for Revenue Classes for Revenue Type 2: Revenue Type 3: Revenue Type 4: Revenue Type 1: AKRON SEARS BENSON LONG HAUL CLEVELAND JC PENNEY BONNER CITY COLUMBUS DAYT K-MART THOMPSON ON WAL-MART ZELLER

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

Label name Revenue category (displays as the field name on windows) Revenue classes (are listed as field options)

How RevTypes are used

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

Function Example

Track orders that You can use entries in the RevType1 label to identify terminals. There are two are booked and RevType fields on the order header. One is the RevType1 (ord_revtype1) field, processed by which identifies the terminal that processed the load. The other is the specific Bk: RevType1 (ord_booked_revtype1) field, which identifies the terminal that terminals. booked the order. When tracking loads in this manner, you can:  Associate users with a RevType1 (terminal) value in their profiles.  Set up the system to copy users' RevType1 value to the RevType1 and Bk: RevType1 fields for orders they create in Order Entry. When the order is saved, the Bk: RevType1 field becomes read-only. Subsequently, a user can change the RevType1 (ord_revtype1) value on the order header without losing track of which profit center booked the load.

Set restrictions to Many data retrieval grids, such as the Find Orders scroll window (shown below), limit orders that allow you to restrict records based on RevTypes. The Find Orders scroll window is are listed in available in every core application. In this example, the retrieved list of orders is retrieval grids. restricted to loads handled by the Cleveland terminal.

Function Example

Sort records in This illustration shows a portion of the Available Trips grid on the Planning lists of data. Worksheet. This grid lists outbound loads. You can click a column heading to sort data alphanumerically. In this example, loads are sorted by Profit Center (RevType1).

Set up SCAC Because individual invoices for the same trading partner may come from multiple codes to allow divisions, the EDI Codes Maintenance window allows you to select a specific your EDI trading RevType label that identifies your divisions and record the SCAC code for each. partners to identify your organization and the transactions you send.

Function Example

Set up dispatch Since most dispatchers are responsible for specific load types, resources, and/or views. geographic areas, the listing of information on dispatch grids can be customized. Customization occurs by means of views. A view is a pre-defined set of restrictions that serves as a filter to narrow down the number of records listed in a dispatch grid. Typically, a specific view is defined for each dispatcher or dispatch group. When a dispatcher looks up available trips and available resources, the system automatically displays the records that match the views assigned to his group, or that are assigned specifically to him. This illustration shows the Define Views window. RevTypes are available as restrictions.

Restrict the Queue windows allow you to process many records at one time. The Print Invoices orders that are to window is an example of such a window. It allows you to set restrictions so that be processed in you print only the invoices you want. These restrictions include the RevType fields. queue windows.

Function Example

Set restrictions You can use TMWSuite's Compute function to have the system automatically create on billing rates billing charges for a trip, or calculate payment. To enable this automatic calculation, and pay rates. you must use the Rate Schedules application to record:  Billing rates that your company has negotiated with its customers.  Pay rates for drivers, owner/operators and third-party carriers. For each rate, you must establish a set of restrictions that determines exactly when to apply the rate. This illustration shows a portion of the window used to set up billing rates. The four RevType fields are listed in the area of the window where restrictions are recorded.

Set up triggers Each type of charge item or pay item is assigned a default General Ledger for General number, which is considered a "template" number. Depending on criteria Ledger reset functionality for you set up, certain digits within the template number are reset for specific accounting records to give you more flexible accounting and reporting capability. It is interfaces. common to use unique General Ledger numbers for different revenue classifications. TMWSuite allows you to "reset," or replace, digits in template numbers with digits that uniquely identify a revenue classification.

Function Example

Create reports. For reporting purposes, you can use RevTypes to classify, sort, average, subtotal, sum, and format data. There are many standard reports within the core TMWSuite system. There are also add-on reporting applications that allow you to define your own reports. This illustration shows the Revenue Analysis Report, which is available in the Management Reporting application.

RevTypes feature prominently in a wide range of reporting tools offered by TMW, such as ResultsNow by TMW®, The Dawg®, Integrated Reporting, and the TMW Data Warehouse. In addition, you can create your own reports using Microsoft SQL Reporting Services.

Establishing relationships between Revenue Types

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

Configuring the system

This functionality requires the RevType1RevType4Autofill=Yes setting in the [Order] section of your TTS50.ini file. When this setting is used, you cannot:  Save an order without specifying Revenue Type 1.

Note: UNKNOWN is not a valid option for Revenue Type 1.  Use a Revenue Type 4 option other than the one specified by the relationship established in the label file. This setting interacts with other settings found in the [Order] section of your TTS50.ini file. For example, when it is used with the default settings:  ForceRevType1=N  ForceRevType4=N it will override them. This happens because the RevType1RevType4Autofill=Yes setting requires both a RevType1 value other than UNKNOWN, and its corresponding RevType4 value.

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

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

Setting up Revenue Type relationships

You can set up relationships for Revenue Types in any of the RevType labels.

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

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

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

The RevType Relations window is displayed by clicking on the Maintain Relatio ns button 3. Click Maintain Relations to display the RevType Relations window.

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

5. In the RevType1 field, use the drop-down list to select the option for which you want to esta blish a relationship. 6. In the RevType4 field, select the option you want to relate to the RevType1 option displaye d in the first field. Your selection must be a valid label entry. UNKNOWN is not considered a valid entry. Note: If desired, you can also set up relationships between RevType1 and RevTypes2 and 3. Only RevType1's relationship with RevType4 is mandatory. The system will allow you to s ave an order if RevType2 and/or RevType3 do not match the established relationship. 7. Click Save.

8. Repeat Steps 4 - 7 to add relationships for as many of your RevType1 options as needed. Note: To remove a relationship, highlight a field in the appropriate row and click Delete. 9. Click Close to exit the window.

Using Revenue Type relationships

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

Keep these rules in mind when using the RevType1RevType4Autofill=Yes and SetRevType4DefaultFrom=R settings: 1. The relationship between RevType1 and RevType4 is mandatory 2. The RevType1 field cannot be left as UNKNOWN. 3. The RevType4 field cannot be edited. 4. The relationships for RevTypes2 and 3 can be edited. You can accept the supplied options o r you may select different options for them. Whether you are entering orders in Order Entry or the Dispatch Trip Folder, the error messages displayed when a rule is violated are essentially the same.  If you leave RevType1 as UNKNOWN, the following message is displayed:

 If the RevType4 option selected does not match the RevType1 option, the following mes sage is displayed:

Labels seen in File Maintenance

Company Master File

Company File Maintenance

Load Requirements

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

Driver Master File

Driver File Maintenance

Driver Expirations

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

Driver Qualifications

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

Driver Training

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

Driver Testing

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

Tractor Master File

Tractor File Maintenance

Tractor Expirations

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

Tractor Accessories

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

Trailer Master File

Trailer File Maintenance

Trailer Expirations

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

Trailer Accessories

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

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

Pay To Master File

Carrier Master File

Commodity Master File

City Master File

Labels seen in Order Entry

Rate-by-Total Mode

Rate-by-Detail Mode

Load Requirements

Scroll Orders by Reference tab inquiry

The RevType 1 - 4 fields are user-definable.

Early/Late Arrival

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

Customer Service Report

Assign Driver/Equipment

Labels seen in Dispatch

Trip Folder

The grid areas include these labels as column headings:

 ReasonLate  ReferenceNumbe  RevType#  CountUnits rs  VolumeUnits  WeightUnits  StopType s

Order Header (Rate by Total)

Order Header (Rate by Detail)

Asset Assignment

Planning Worksheet

The Available Trips section of the window includes these user-defined labels as columns:  DispStatus  OrderPriority  Company  ReferenceNumber  RevType 1 – 4  TeamLeader  Fleet  Region1 - 4  TrlType 1  TrcType 4

 LghType 1 - 2

The Available Resources section includes these labels as columns for the corresponding resource:

Power (i.e., Tractors): Trailers: Drivers:

TrcType 1 - 4 TrlType 1 - 4 DrvType 1 - 4 RevType 1 - 4 Company Fleet Company Fleet Division OrderPriority Division Domicile TrlType 1 - 4 Terminal Company LghType 1 – 2 Region1 - 4 Terminal DrvExp Region1 - 4 DrvExp

Define Views for Available Trips

Define Views for Available Resources

(top half of window)

Define Views for Available Resources

(bottom half of window)

Load Requirements

Driver/Equipment Status

Select Edit > Driver/Equipment Status > Driver In/Out of Service.  The DrvExp label determines driver expiration selections.  The TrcExp label determines tractor expiration selections.  The TrlExp label determines trailer expiration selections.

Labels seen in Rate Schedules

Edit Billing Rate Schedule Folder

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

Restrict (billing) Rate Schedules

This window is used to restrict the listing of billing rates.

Edit/Enter Charge Types

Edit Settlement Rate Schedule Folder

Restrict (pay) Rate Schedules

This window is used to restrict listing of pay rates.

Settlement Item Maintenance

Labels seen in Invoicing

Edit Invoice Folder

Restrict Orders Ready to Invoice

Restrict Invoices On Hold

Restrict Invoices On Hold for Audit

Print Invoices and Print Invoice Edit Report

These two windows are similar.

Paperwork Tracking

Invoice Format Maintenance

Additional Invoice Header Information

Order Status Report

Credit Memo Reason

Labels seen in Settlements

Restrict Settlement Data

Define Group

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

Restrict Settlement Detail Data

Deduction Type Maintenance

System Administration 75 Revised: 10/2012 TMWSuite