Revenova TMS 7.7 Installation Guide

7.7 Installation Guide

Initial TMS Installation

1. Use these instructions only if you are a first-time installer of Revenova TMS. Go to the Upgrading from a Previous Version section to perform an upgrade of a previous release.
2. Obtain the URL and install the package, using the Install for all Users setting.
3. Wait a few minutes for the application to complete the installation process. You will receive an email upon completion of the installation.
4. From Setup→Installed Packages click on the Manage Licenses link for the TMS package and assign licenses to users.
5. Turn on Country/State Picklists. Start with the United States as the only country unless you have more information.
6. From Setup→Data Management→Data Integration Rules activate Geocodes for Account Shipping Address.
7. Make sure the Bad Carrier Transportation Profile workflow rule is active or an equivalent method to invalidate unacceptable carriers.
8. Turn off Matching Rules and Duplicate Rules for Accounts and Contacts as they can prevent auto-creation of accounts in the application.
9. From TMS Admin→Configuration click on the Reset Reference Data button ONCE. Wait for this process to complete.
10. From TMS Admin→Configuration fill out all the fields in the top section with valid values.
11. Create a global (broker) transportation profile as the global default and set it from TMS Admin→Configuration.
12. Set the four load board equipment types by visiting and filling out all information on each Equipment Type record.
13. From Setup→Chatter Settings enable Chatter.
14. From Setup→CSP Trusted Sites add an entry for ALK Maps:

1. Make sure these custom Account fieldsare displayed for TMS users, properly secured: a. TMS Type
   1. Transportation Profile
   2. DBA Name
   3. Customer Sales Rep
   4. Default Payment Method
   5. Posting City
   6. Posting State/Province
   7. Timezone
2. Make sure the Transportation Role field is displayed for TMS users on the Contact page layout.
3. Provide appropriate CRUD access to each user profile for each TMS table.
4. Tailor page layouts and lightning record pages as appropriate for each profile.
5. Please read the Revenova TMS User Guide for a detailed description of other configuration settings and customizations available in the application.

Initial Accounting Seed Installation

1. Install the Accounting Seed managed package and follow their configuration instructions.
2. Install the TMS-Accounting Seed extension package.
3. Add “Transportation” to the Product table ProductFamily field as a picklist choice.
4. Make the new TMS Accounting Admin tab visible to the system administrators.
5. From the TMS Accounting Admintab:
   1. Set all the Global Default fields you can and click Save.
   2. Click the Create Default Products button if you do not have default products available or selected on the right side of the Global Defaults section.
   3. If the Unlinked Items sections is not empty:
      1. Click the Create/Match Products for Unlinked Accessorials button to associate products to all your unlinked accessorials.
      2. Click the Create/Match Products for Unlinked Taxes button to associate products to all your unlinked sales taxes.
   4. After clicking these two buttons the Unlinked Items section should be empty.
6. Provide access to appropriate internal users for the following Visualforce pages/data:
   1. TMSAccountingAdmin 
      1. Add as a visible tab for appropriate internal user profiles.
   2. BillingAutoCreation
      1. Add the Create Billing button to the Customer Quote related list on the Load page layout.
   3. BillingTaxUpdate
      1. Add the Calc TMS Tax button to the Billing page layout.
   4. BillingEDISend 
      1. Add the Send via EDI button to the Billing page layout.
   5. BillingGenerateAndSend
      1. Add the Send Invoices button to the Billing tab list view
   6. BillingBatchPost
      1. Add the Batch Post button to the Billing tab list view.
   7. BillingBatchUnpost
      1. Add the Batch Unpost button to the Billing tab list view.
   8. PayableAutoCreation
      1. Add the Create Payable button to the Carrier Quote related list on the Load page layout.
   9. PaymentProcessorSubmit 
      1. Add the Submit to Payment Processor button to the Payable page layout.
   10. PaymentProcessorStatus 
       1. Add the Payment Processor Status button to the Payable page layout.
   11. PaymentProcessorSubmitBulk 
       1. Add the Submit to Payment Processor button to the Payable list views
   12. PaymentProcessorStatusBulk 
       1. Add the Payment Processor Status button to the Payable list views.
   13. InvoiceAdjustment
       1. Add the Adjust button to the Payable page layout.
   14. PayableBatchPost
       1. Add the Batch Post button to the Payable tab list view.
   15. PayableBatchUnpost
       1. Add the Batch Unpost button to the Payable tab list view.
   16. EPaymentDetail
       1. Add the ePayment related list to the Load page layout.
       2. Add the New button to this related list.
   17. BatchPostAndPay 
       1. Add the Post and Pay button to the Payable list view.
7. Drag all fields desired onto the Billing page layout.
8. Drag all fields desired onto the Payable page layout. The Payment Processor XXX fields relate to the TriumphPay integration.
9. From a list view, make sure all Product records have the appropriate Revenue GL Account and Expense GL Account values.
10. Add the Unapplied Cash/Credit Memos field to the Shipper/Consignee Transportation Profile page layout right below the Credit Limit field.
11. Remove all access and visibility to the Customer Invoice and Vendor Invoicetables:
    1. Remove related lists from Load page layout.
    2. CRUD access should be none for these tables for all profiles.
    3. Hide the Customer Invoice and Vendor Invoice tabs from all profiles.
12. See the User Guide for instructions on setting up NACHA file generation.
13. NO SECURITY PROFILES SHOULD HAVE DELETE RIGHTS ON THE EPAYMENT TABLE. 
    

TMS Commissions – Installation Instructions

1. Before installing the application,
   1. If the customer is using the Revenova Customer and Vendor Invoice objects then you will need to turn history tracking for the following tables/fields;
      1. rtms__CustomerInvoice__c.rtms__Invoice_Total__c
      2. rtms__CarrierInvoice__c.rtms__Accessorial_Charges__c
      3. rtms__CarrierInvoice__c.rtms__Adjustments__c
      4. rtms__CarrierInvoice__c.rtms__Line_Haul__c
      5. rtms__CarrierInvoice__c.rtms__Fuel_Surcharge__c
   2. If the customer is using Accounting Seed, then turn history tracking on for the following tables/fields;
      1. AcctSeed__Billing__History.AcctSeed__Status__c
      2. AcctSeed__Billing_Line__History.AcctSeed__Rate__c
      3. AcctSeed__Payable__History.AcctSeed__Status__c
      4. AcctSeed__Payable_Line__History.AcctSeed__Amount__c
         
   3. Obtain the current installation URL and password from your Revenova representative.
   4. Check the option to ‘Install for All Users’
   5. Check the ‘I acknowledge …’ checkbox
   6. Click the ‘Install button'
      
   7. Once the application is installed, assign licenses TMS Commission license to user who require access to the data.
      
   8. Setup the Incentive Payment Configuration
      1. Go to Setup > Develop > Custom Settings
      2. Click on the link RTMSIncentivePaymentConfiguration
         
      3. Click on the Manage button
         
      4. Click on the New button
         
      5. Enter the following information
         
         NOTE: If you are installing the app in an org that has Accounting Seed then enter ASAccounting in the Accounting Management field.
         
   9. If you’re performing an upgrade, ensure that the Load field set ‘Commission’ has the following selected:
      
   10. You’re all set up!

Upgrading from a Previous Version

You must perform each set of upgrade tasks (EXCEPT for the package installation step which can skip from any release to the latest) if you are upgrading from a release prior to the previous release.

Follow the upgrade steps from the oldest release to the newest release, in order, for any upgrades that span multiple releases.

Release 7.6 Upgrade Instructions

Release 7.6 TMS Upgrade Instructions (ETC: 90 minutes)

Items in blue can be skipped if the feature is not being used. Structural changes in red should always be done. 

1. You must install and test in the sandbox before upgrading production.
2. You must have installed and completely configured Release 7.5 before installing this release.
3. SFDC/TMS Pre-Configuration 
   
   1. Turn off/review carefully de-duplication rules and Account/Contact validation rules as they may prevent automatic creation of accounts and contacts in various TMS pages.
   2. From Setup→Data Management→Data Integration Rules activate Geocodes for Account Shipping Address.
   3. Turn on State and Country Picklists unless there is a backward-compatibility issue with other packages or customizations. 
   4. Make sure the customer has not added any values to the Load table’s Sales Status or Load Status picklist fields or the Stop table’s Stop Status picklist field.
   5. If you have trouble deleting items in the Lightning UI, change to the Classic UI to perform the deletions.
4. Obtain the 7.6 installation URL and password from your Revenova representative.
5. Install the upgrade. Wait for the “installation succeeded” email.
6. From TMS Admin→Configuration click on the Reset Reference Data button ONCE and wait for the email indicating completion. The process does the following:
   
   1. Updates the new Quote Reply To Email Option and Tender Reply To Email Option fields on Document Options to “Default Email”.
   2. Creates a new “All Risk Insurance” Accessorial record.
   3. Back-populates the new Insurance Policy Status field based on the obsolete Cargo Insurance Offered and Cargo Insurance Authorized fields. NOTE – determine if the customer has any customizations built around those obsolete fields, and if so, work with them to transition to the new field.
   4. Initializes the new Customer Invoice PDF Pricing Options field on the Document Options records to “Show Accessorial Notes” (existing behavior).
   5. Deletes the obsolete PostEverywhere credentials record and adds the LoadBoard Network credentials record.
   6. Adds the Twilio credentials record.
7. Delete the Cargo Insurance Offered and Cargo Insurance Authorized fields from the Load table.
8. EDI Enhancements 
   
   1. From TMS Admin→Credentials disable the credentials for the Custom EDI global service if you are not using it.
   2. The added EDI elements for this release may require minor coding changes to the Cleo implementations. Review the changes in the What’s New guide with the Persimmon Group dev team and test in the sandbox before migrating to production.
   3. From TMS Admin→Configuration populate the EDI Freight Charges Code and EDI Fuel Surcharge Code fields if you want to pass a charge code in EDI 210 customer invoice transactions.
   4. Add the Customer Charge Code field to the Accessorial layout and populate it for each record if you want to pass charge codes in EDI 210 customer invoice transactions.
   5. If you want to capture and communicate Loading/Unloading events in outbound EDI 214 load status transactions, add the Loading/Unloading Complete Date and Loading/Unloading Complete Time fields to the Stop layout and appropriate LWC widget field sets.
   6. If you are using a custom EDI implementation, enter your URLs and credentials for the Custom EDI global service from TMS Admin→Credentials. You must implement the web service calls exactly as defined in the EDI specification.
   7. Note that the Custom EDI connector also supports Basic Authentication.
   8. Add “Custom EDI” as a picklist choice for the following fields:
      1. Carrier Service: EDI Provider
      2. EDI Location: EDI Provider 210 Override
      3. EDI Location: EDI Provider 214 Override
      4. EDI Location: EDI Provider 990 Override
      5. EDI Transaction: EDI Provider
      6. Load: EDI Provider
9. Customer and Vendor Invoice Accessorial Enhancement 
   
   1. Three new fields are added to each table: Quantity, Unit and Unit Price. Grant CRUD access to these three fields in each table to the appropriate profiles.
   2. New Document Options setting: Customer Invoice PDF Pricing Options. This picklist value is defaulted to “Show Accessorial Notes”. Grant CRUD access to this field.
   3. When customer and vendor invoices are created, the Customer Invoice Accessorial and Vendor Invoice Accessorial records will store the Quantity, Unit and Unit Price as they exist in the Customer Quote Accessorial and Carrier Quote Accessorial records.
   4. The Customer Invoice PDF document has been updated to include these new fields. If a customer has a custom Customer Invoice document then consult with the customer to see if they want the document updated.
   5. EDI 210 SendLoadInvoices operation has been updated to include the Unit Price field in an element called . The  element, which used to be defaulted to a “1”, and the  element, which used to be defaulted to “Flat Rate”, will now use the values from the Customer Invoice Accessorial record.
10. Container Tracking 
    
    1. Two new tables – Container and Container Console Configuration – support container tracking. Provide CRUD access to these tables as appropriate, and add the Container Console tab access as appropriate.
    2. Add the Containers related list to the Load page with a mode-based visibility filter.
    3. Add to the page layout and check the Show Containers on Load Creation checkbox for each Mode record that requires container data entry during load creation.
    4. Populate the following Container Field Setsas appropriate:
       1. TMS1 – Default Container fields entered during load creation
       2. TMS2 – Default Container fields that appear on documents
    5. You can create mode-specific versions of these field sets. Name them by concatenating the mode name to the field set name. For example, “TMS1_Truckload”.
    6. The Load Map component will include a “Show Containers” icon button and breadcrumb map when a load has containers associated with it.
    7. From TMS Admin→Credentials enter credentials for the Project44 Tracking API (Unified Tracking API).
    8. Note that the webhook URL for Unified Tracking is automatically provided in the code. You will need to inform P44 of the webhook as they have to do provisioning on their side also. 
    9. Container date, time, location, and status updates are provided via the API “push” mechanism.
    10. Add “Seaport Terminal” as a picklist choice for the Account table TMS Type field (after “Seaport”).
    11. Add “Domestic” as a picklist choice for the Load table Import/Export field.
    12. Add the following Asian time zones to the Timezones picklist value set: 
        Asia/Baghdad 

        Asia/Baku 

        Asia/Bangkok 

        Asia/Brunei 

        Asia/Colombo 

        Asia/Damascus 

        Asia/Dubai 

        Asia/Gaza 

        Asia/Ho_Chi_Minh 

        Asia/Hong_Kong 

        Asia/Jakarta 

        Asia/Jerusalem 

        Asia/Kolkata 

        Asia/Kuala_Lumpur 

        Asia/Macau 

        Asia/Qatar 

        Asia/Riyadh 

        Asia/Seoul 

        Asia/Shanghai 

        Asia/Singapore 

        Asia/Taipei 

        Asia/Tokyo

    13. Make sure any other time zones you need for seaports are added to this picklist value set, using the IANA values.
    14. Set up all port facilities you will be using as accounts of TMS Type Seaport. Make sure to enter the Timezone and UN Location Code for all ports.
    15. Note that the following PDF documents now support an optional Containers section:
        1. Customer Rate and Load Confirmation
        2. Carrier RFQ
        3. Carrier Rate and Load Confirmation
        4. Driver Load Confirmation 
    16. To start tracking a container: 
        1. A valid Container Number or Booking Number, and SCAC must be provided.
        2. Change the Tracking field to On and save the record.
        3. The Queued Transaction Job will initiate the tracking session with Project44.
        4. The Container Tracking Provider and Tracking Number fields will be populated if the tracking session is properly initiated.
        5. Container status updates arrive via the “push” API mechanism.
        6. Note that container tracking is independent of load tracking. For example, you may track (via Project44) the container from Port of Hong Kong to Port of Long Beach, and then track the (dray) load from Port of Long beach to the Consignee using Macropoint.
        7. Change the Tracking field to Off to terminate tracking on a container.
11. Carrier Application 
    1. Three new fields have been added to the Document Options table: 
       1. Carrier Application Email Template: there is an out of the box email template called “Carrier Application” in the TMS folder that contains the Revenova logo. Create a custom HTML email template for the client with their logo and verbiage, and configure here. 
       2. Carrier Application Paym. Method Options: talk to the customer to see what options they want to see in the “Payment Method” field of the “Payment Information” section in the carrier application, and set accordingly. 
       3. Carrier Application Reply To Email: talk to the customer to see what email to use for the carriers to reply to after they receive the carrier application.  
    2. Grant read access to the “Carrier Application Paym. Method Options” field in the permission set or profile used for the carrier application. 
12. A Dispatch button is now available on the Freight Quote Assistant for Fleet loads.
13. Falvey Shippers Insurance 
    1. From the Lightning Record Page editor for the Load object, un-check the “Show Insurance Quote” checkbox on the Freight Quote Assistant LWC properties if you are not using Falvey Shippers Insurance. By default it is ON. Note that you must be using the Falvey API in order to use this new feature with v7.6. 
    2. Update the Falvey Service URL and Test Service URL under the TMS Admin → Credentials page to be as follows: 
       1. Service URL: https://ShipAssured.FalveyShippers.com 
       2. Test Service URL: https://Sandbox.FalveyShippers.com 
    3. Note that you may need to update the Remote Site Settings in the Salesforce Setup menu for these two remote sites as well 
    4. Should you choose, you can add an optional “Insurance Program Name” to name-brand the Insurance Quote Section (e.g. those using Falvey may have a Policy Name established that they would like their users to offer) 
    5. Add a new “Insurance” section to the Load record deta il page layout and add the “Insurance Policy Status”, “Insurance Policy Status as of”, “Insurance Certificate Number”, “Insurance Provider”, “Insurance Premium Amount”, “Insurance Shipment Id”, and “Insurance Premium Application” fields. 
    6. From TMS Admin→Configuration, update the “Cargo Insurance Excluded Commodities” field to read as follows: 
       1. Please contact the insurance provider to obtain a list of excluded commodities. Note that if an excluded commodity is included in the Item Description of your line item, the insurance request will be rejected and no certificate will be issued. 
14. Add the Tender Sent By field to Carrier Quote page layouts.
15. Remove the Tender button from Carrier Quote page layouts. 
16. Customer Invoice Banner 
    1. Add the Customer Invoice Banner component to Customer Invoice lightning page layouts. 
    2. Remove the following buttons from Customer Invoice page layouts:  
       1. Apply Terms 
       2. Update Taxes 
       3. Generate
       4. Generate and Send
       5. Send via EDI  
17. From Setup→Platform Cache allocate all unused cache to the “tms” org-level platform cache partition.
18. Add the Effective Date field to the Tariff Schedule page layout and populate as needed.
19. LoadBoard Network 
    1. Add “LoadBoard Network” as a picklist choice for the Load Posting table Load Board field. (No space between “Load” and “Board”.)
    2. Deactivate “PostEverywhere” as a picklist choice.
    3. Enter your credentials for the LoadBoard Network, or disable the credentials if you are not using this API.
20. Twilio API-to-Email Service 
    1. From TMS Admin→Credentials disable the Twilio credentials if you are not using this API. Otherwise enter the User ID and Password1.
    2. User ID is the single verified sender email address from Twilio if you are using this option. If you have performed the Domain Authentication setup, enter “Revenova” for the User ID.
    3. Password1 is the API Key generated on the Twilio portal.
21. RMIS - Important update for clients using the “CARB-TRU Compliant (California)” (available in TMS 7.6.8 and above):
    Note: if the client was on TMS 7.5.13 or higher at the time of the 7.6 upgrade then the following steps are not necessary.

    RMIS does NOT provide CARB-TRU certification information. Instead, they provide CARB-Truck certification information.

    Contact RMIS to ensure you are receiving this information in your packet. When the response from RMIS includes this section, the TMS will add or remove the new “CARB-Truck Compliant (California)” picklist option to/from the Other Carrier Capabilities field based on the business rules specified by RMIS.

    The “CARB-TRU Compliant (California)” picklist option will NOT be added or removed from the Other Carrier Capabilities field in the TMS as it used to in previous versions.

    Instructions when applying this patch:
    

    1. Add the new “CARB-Truck Compliant (California)” picklist option to the Other Carrier Capabilities field on the Transportation Profile and Load tables.
    2. Optional - based on the client’s approach to the “CARB-TRU Compliant (California)” field: deploy and test a custom batch job provided by Revenova that will change all carriers and loads that have the “CARB-TRU Compliant (California)” to “CARB-Truck Compliant (California)”. The batch job can be customized based on the client’s requirements.
    3. Make any other custom changes related to the “CARB-TRU Compliant (California)” and/or “CARB-Truck Compliant (California)” picklist value(s) (e.g. triggers, flows, validation rules, etc.).
    4. Apply the patch in the sandbox.
    5. Test.
       Upon signoff, migrate all the changes from the sandbox to the production org, run the custom batch job (if needed) and apply the patch.
22. Run all RTMS namespace unit tests to completion and investigate any failures.
23. Make sure all relevant TMS batch jobs are running and/or scheduled. See User Guide for suggested run times.

Release 7.6 Field/Field Set Modification Summary – TMS

Release 7.6 Accounting Seed Integration Upgrade Instructions (ETC: 15 Minutes)

Items in blue can be skipped if the feature is not being used. Important structural changes in red should always be done. 

1. You must install and test in the sandbox before upgrading production.
2. You must have installed Release 7.5 before installing this release.
3. Obtain the 7.6 installation URL and password from your Revenova representative.
4. Install the upgrade. Wait for the “installation succeeded” email.
5. Add the new Stop and Unit field to the Billing Line layout. Note that stop number and unit are now passed in EDI 210 transactions for accessorials.
6. Add the new Unit field to the Payable Line layout.
7. Run all RTMS2 namespace unit tests to completion and investigate any failures.

Release 7.6 Field/Field Set Modification Summary – Accounting Seed Integration

Release 7.7 Upgrade Instructions

Release 7.7 TMS Upgrade Instructions (ETC: 60 minutes)

Accounting Package Compatibility

Prior to TMS package installation, confirm there is a compatible accounting package version for the options below.

• Sage API (Sage 300)

• Sage Flat File

• Dynamics GP

Contact Professional Services with any questions.

Items in blue can be skipped if the feature is not being used. Structural changes in red should always be done. 

1. You must install and test in the sandbox before upgrading production.
2. You must have installed and completely configured Release 7.6 before installing this release.
3. SFDC/TMS Pre-Configuration 
   1. Turn off/review carefully de-duplication rules and Account/Contact validation rules as they may prevent automatic creation of accounts and contacts in various TMS pages.
   2. From Setup→Data Management→Data Integration Rules activate Geocodes for Account Shipping Address.
   3. Turn on State and Country Picklists unless there is a backward-compatibility issue with other packages or customizations. 
   4. Make sure the customer has not added any values to the Load table’s Sales Status or Load Status picklist fields or the Stop table’s Stop Status picklist field.
   5. If you have trouble deleting items in the Lightning UI, change to the Classic UI to perform the deletions.
4. Obtain the 7.7 installation URL and password from your Revenova representative.
5. Install the upgrade. Wait for the “installation succeeded” email.
6. From TMS Admin→Configuration click on the Reset Reference Data button ONCE and wait for the email indicating completion. The process does the following:
   1. Updates the Kleinschmidt and Trucker Tools Service URLs.
   2. Populates the new MCP Mode field on the Mode table.
   3. Populates the new Category and Tariff fields on all Rate Entries.
7. Delete the following obsolete Visualforce pages:
   1. APICredentialsList.page
   2. BrokerLoadStatus.page
   3. CustomerQuoteAndTender.page
   4. FreightPlan2.page
   5. FreightPlanTemplateSelection.page
   6. FuelSurcharge.page
   7. LoadHeader.page
   8. LoadLockStatus.page
   9. LoadPosting.page
   10. OceanSchedules.page
   11. RateIQ.page
   12. VGMSubmission.page
8. From Subscriber mode, delete the following obsolete TMS Configuration custom setting fields:
   1. Auto_Offer_Carrier_Count__c
   2. Auto_Offer_Delivering_Radius__c
   3. Auto_Offer_Posting_Age__c
   4. Auto_Offer_Posting_Radius_Origin__c
   5. Auto_Offer_Radius_Units__c
   6. Auto_Tender_Book_It_Responses__c
   7. Carrier_Invoice_Upload__c
   8. Carrier_Monitor_Last_Run_Date__c
   9. EDI_Status_Update_Last_Run_Date__c
   10. Enable_Leg_Based_Quoting__c
   11. Enable_Tender_and_Assign__c
   12. Ocean_API_Enabled__c
   13. RMIS_Carrier_Remit_To_Sync__c
   14. Show_Linear_Feet_on_Freight_Planner__c
   15. Show_Volume_on_Freight_Planner__c
   16. Wait_Time_Between_Auto_Offer_Post_Min__c
9. Attachment to Files Conversion 
   1. This release manages Attachments and Files interchangeably. All new documents are created as Files.
   2. Replace the File Upload component with the File Viewer component on the Load detail page. Note that this new component can be added to any record detail page.
   3. From TMS Admin→Configuration set the Access Historical Attachments checkbox to checked for all customers that were on a previous release. New (7.7 and above) customers should leave this unchecked.
   4. For the Email Loop and Customer/Carrier Portal communities make sure this Administration→Preferences setting is checked to support viewing files: Let guest users view asset files and CMS content available to the site.
   5. If you use Revenova for customer invoice presentment, go to the invoice detail page and generate an invoice. If it downloads instead of displaying in the browser go to Setup→File Upload and Download Security and set the PDF file type to Execute in Browser.
10. Mode-Specific Customer Invoice Documents 
    1. From TMS Admin→Customer Invoice Documents create mode-specific entries, as needed.
11. Drag the Load Map LWC component onto the customer portal load detail page if desired.
12. Add Cleo as a picklist choice for the Carrier Service table EDI Provider field and update the dependent picklist controlling field matrix.
13. From TMS Admin→Credentials→Cleo set the Carrier Tender checkbox appropriately. Note that the base Cleo implementation (on their side) does NOT support this feature and needs to be added/coded by them.
14. Stored Rate Enhancements 
    1. Note the 50+ new fields on the Rate Entry table due to the migration of the Tariff Schedule fields and additional fields to support LTL Rate Entries.
    2. Add the following new fields to the Carrier Exclusion page layout:
       1. Carrier Service 
       2. Lane 
       3. Effective Date iv. Expiration Date 
    3. Set the new Lane Match Option field on Rate Entries, as needed. 
    4. Set the new Fleet Loads Only field on Rate Entries, as needed. 
15. Add the new Credit Limit Calculation Error field to the Transportation Profile “Shipper/Consignee” page layout. 
16. From TMS Admin→Configuration check the Use Platform Events field if you need to improve the performance of the Queued Transaction Job. Talk to Revenova before doing this. 
17. If planning to use the AR Calculation override functionality, populate the name of the override Apex Class in the ‘Override AR Calculator Class’ field from TMS Admin→Configuration.  
    1. NOTE** -if used, the overriding class must be reviewed by a Revenova technical representative to ensure proper functionality. This AR calculation is performed in multiple places at multiple times throughout the application, and it is imperative that a code review is completed by a Revenova technical representative to prevent issues. 
18. SMC3 LTL Tariff-Based Customer Quoting
    1. If planning to use the SMC3 LTL API integration for Customer pricing, create the appropriate “API” Type Customer Rate Entries with Lanes and Tariff Schedules (see User Guide for more details on setting up Lanes, Rate Entries and Tariff Schedules).
    2. Add the following new fields to the Customer Quote page layout in a Field Section that is conditionally rendered only when the Record > Rate Entry > Type Equals API. Grant appropriate field-level security to these fields.
       1. Deficit Charge 
       2. Deficit Rate 
       3. Deficit Weight
       4. Discount 
       5. Discount Percent 
       6. Freight Charge Applied 
       7. Freight Surcharge 
       8. Freight Surcharge Application
       9. Freight Surcharge Percentage
       10. Minimum Freight Charge Floor
           
           
19. Review the new Lightning Record Pages for Rate Entry and Lane and update as needed.
20. Check the properties of the LaneIQ LWC on the Rate Entry Lightning Record Page and make sure that the setting for the Truck-Load Match Section is set to blank/null:
    
21. Verify the Rate Calculation Rule table Data Source field is set up like this:
    
22. Verify the Rate Calculation Rule table Equipment Category controlling field is set up like this:
    
23. Add “Contracted” as a picklist value and verify the Rate Calculation Rule table Paid/Posted controlling field is set up like this:
    
24. Add “N/A” as a picklist choice and verify the Rate Calculation Rule table Lookback Days controlling field is set up like this:
    
25. Verify the Rate Calculation Rule table Search Radius controlling field is set up like this:
    
26. FreightWaves RateIQ Support 
    1. From TMS Admin→RateIQ Calculations add FreightWaves as a data source if desired.
    2. Enable the FreightWaves Remote Site Setting.
    3. Enter your FreightWaves credentials or disable them if not used.
27. MyCarrierPackets integration 
    1. Update the Carrier page layout on the Transportation Profile to include the following MCP fields:
       1. Authority Risk Points
       2. Insurance Risk Points
       3. Operation Risk Points
       4. Overall Risk Points
       5. Safety Risk Points
       6. D&B DUNS Number
    2. Add “Tanker Endorsed” as a new picklist choice to the Other Carrier Capabilities field on the Transportation Profile and Load tables. Enable this new picklist option for the Carrier record types of the Transportation Profile object.
    3. Add “Unacceptable Review” and “Unacceptable Fail” as new picklist choices to the following Transportation Profile fields:
       1. Authority Risk 
       2. Insurance Risk 
       3. Operation Risk
       4. Overall Risk 
       5. Safety Risk 
          Enable these two new picklist options for the Carrier record types of the Transportation Profile object. 
    4. Verify that the “MCP Mode” field on the Mode table has been populated for 6 of the packaged modes: Air Freight, Drayage, Intermodal, LTL, Ocean FCL and Truckload as follows:
       
    5. Populate (or disable) the global Credentials for MyCarrierPackets. Note that the TMS will work with only one of the following integrations: RMIS, Saferwatch OR MyCarrierPackets (in that order based on the Enabled flag for each set of credentials).
28. Set the Rating Source field on any customer Transportation Profiles that should not “cascade” to the global TP when accessing stored rates.
29. Confirm the new Kleinschmidt URL in the Credentials record:
    1. https://www.sub.kleinschmidt.com/revenova
30. Confirm the Kleinschmidt Remote Site Setting:
    1. https://www.sub.kleinschmidt.com 
31. Confirm the new Trucker Tools URL in the Credentials record:
    1. https://api.truckertools.com/loadtrackservice
32. Confirm the Trucker Tools Remote Site Setting: 
    1. https://api.truckertools.com 
33. Trucker Tools Load Board / Capacity Search 
    1. Enter your Trucker Tools credentials or disable them if not used. 
    2. Add “Trucker Tools Load Board” as a picklist choice for the following fields:
       1. Carrier Quote table: Book It Source 
       2. Load Posting table: Load Board 
       3. Transportation Profile table: Allow Booking from Load Postings and Upload Complete
       4. Truck Posting table: Source
    3. If using Trucker Tools Capacity search, in network carriers will need to be added to the Trucker Tools portal using a CSV file to see their capacity. See the user guide for more details.  
    4. If using the Trucker Tools Book It Now feature:  
       1. Add the Allow Booking from Load Postings field to the carrier and shipper/consignee transportation profile page layouts.  
       2. Add the Upload Complete field to the carrier transportation profile page layout as desired (read only).  
       3. Add the Allow Booking field to the load posting page layout.  
       4. Add the Book It Source field to the carrier quote page layout.  
34. Make sure that the Customer Invoice Banner LWC is on the Customer Invoice record page. The following custom detail buttons are obsolete and should not be used:
    1. Apply Terms
    2. Generate
    3. Generate & Email
    4. Send Via EDI
    5. Update Taxes
35. Run all RTMS namespace unit tests to completion and investigate any failures.
36. Make sure all relevant TMS batch jobs are running and/or scheduled. See User Guide for suggested run times.

Release 7.7 Field/Field Set Modification Summary – TMS

Release 7.7 Accounting Seed Integration Upgrade Instructions (ETC: 10-60 Minutes)

Accounting Seed customers must have BOTH the TMS and Accounting Seed Bridge packages before upgrading. Complete the TMS Upgrade installation before installing the Accounting Seed Bridge package. 

Items in blue can be skipped if the feature is not being used. Structural changes in red should always be done. 

1. You must install and test in the sandbox before upgrading production.
2. You must have installed Release 7.6 before installing this release.
3. Obtain the 7.7 installation URL and password from your Revenova representative.
4. Install the upgrade. Wait for the “installation succeeded” email.
5. Add the new Stop field to the Billing Line layout. Note that stop number is now passed in EDI 210 transactions for accessorials.
6. You may need to recode any custom invoice documents and replace this global Accounting class method:
   getCustomerInvoiceDocumentsForLoads() with this method: 
   getCustomerInvoiceFilesForLoads() 
7. NACHA enhancement: new preference field called “Bypass Carrier Remit To Mismatch” option in the TMS Accounting Admin page that allows the creation of a NACHA file when the Carrier Remit To on the Transportation Profile record of the carrier is different from the Alternate Payee on the Payable and associated Cash Disbursement. Default is false (no impact to existing clients). Set this preference to true for clients that want this option.
8. Run all RTMS2 namespace unit tests to completion and investigate any failures.

Release 7.7 Field/Field Set Modification Summary – Accounting Seed Integration