Revenova TMS 7.8 Installation Guide

Overview

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:
15. Make sure these custom Account fields are displayed for TMS users, properly secured:
    1. TMS Type
    2. Transportation Profile
    3. DBA Name
    4. Customer Sales Rep
    5. Default Payment Method
    6. Posting City
    7. Posting State/Province
    8. Time zone
16. Make sure the Transportation Role field is displayed for TMS users on the Contact page layout.
17. Provide appropriate CRUD access to each user profile for each TMS table.
18. Tailor page layouts and lightning record pages as appropriate for each profile.
19. 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 ProcessorStatus 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 ProcessorStatus 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

2. Obtain the current installation URL and password from your Revenova representative.
3. Check the option to "Install for All Users"
4. Check the "I acknowledge…" checkbox
5. Click the "Install" button"
   
6. Once the application is installed, assign licenses TMS Commission license to user who require access to the data.
7. 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.
   6. If you’re performing an upgrade, ensure that the Load field set ‘Commission’ has the following selected:
   7. 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.

You must obtain an earlier version of this document if you are upgrading from a release earlier than 7.3.

Release 7.8 Upgrade Instructions

Release 7.8 TMS Upgrade Instructions (ETC: 90 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 made.

1. You must install and test in the sandbox before upgrading production.
2. You must have installed and completely configured Release 7.7 before installing this release.
3. SFDC/TMS Pre-Configuration
   1. Accounting Seed customers, do not install this TMS release until you have the Accounting Seed Bridge package URL. They must be upgraded at the same time.
      If using EPayments, complete the following steps for letter b.

      Export the following reports to configure new EPayment functionality.
   2. Complete the following steps for all orgs that use EPayments. The reports are used to configure new EPayment Administration functionality.
      1. Create two reports. One for the Advance Payment Authority and one for the Advance Payment Fee objects and save the data for later use. Include the following fields as columns in the reports.
         1. Issue Authority
         2. Per Day Count
         3. Per Day Max
         4. Per Load Limit
         5. Per Load Maximum
         6. User 
      2. Export both reports and save for later configuration after the 7.8 package is installed.
      3. The data in these two objects is deleted when the upgrade job runs via the “Reset Reference Data” button (step 6 below).
      4. Note that you will need to run the same two reports before the production upgrade in case users have been added, changed or deleted. 
      5. Work with the client to create the new EPayment Transaction Types and Fees
      6. Work with the client to assign specific EPayment Transaction Types to each user (if applicable)
      7. Work with the client to setup multiple EFS credentials and to map them to different users. Fleet clients can use a picklist field on the Driver object to assign EFS credentials to pay the driver.
      8. Using the data from steps i. and iv. (and v. if multiple EFS credentials are used) to set up the authorization levels for the users.
   3. 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.
   4. From Setup🡪Data Management🡪Data Integration Rules activate Geocodes for Account Shipping Address.
   5. Turn on State and Country Picklists unless there is a backward-compatibility issue with other packages or customizations.
   6. 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.
   7. If you have trouble deleting items in the Lightning UI, change to the Classic UI to perform the deletions.
   8. You must enable Field History Tracking for the following objects if not enabled already. Enable this setting by going to Setup 🡪 Object Manager 🡪 find the Object in the list and select it 🡪 Click the Edit button in the top right corner 🡪 Scroll down to the ‘Optional Features’ section and check the ‘Track Field History’ checkbox.
      1. Load
      2. Stop
      3. Line Item
      4. Load Accessorial
      5. Load Reference
      6. Carrier Quote
      7. Carrier Quote Accessorial
      8. Customer Quote
      9. Customer Quote Accessorial
      10. Customer Quote Tax
      11. Claim
      12. Container
4. Obtain the 7.8 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 API credentials as needed.
   2. Converts Rate Entries to the new data model.
   3. Converts Carrier Accessorials into Rate Entries.
   4. Converts Transportation Profile Accessorials into Rate Entries.
   5. Populates the new Activation Status and Dispatch Status fields on the Driver table.
   6. Updates the Match Priority on all Lanes.
   7. You must verify ALL RATE ENTRIES after the batch process completes and make sure they are set up correctly.
7. The following field sets must be updated if customers are using the Quote Wizard LWC:
   1. Load table field set TMS10 is now used instead of TMS1
   2. Stop table field set TMS4 is now used instead of TMS1
   3. Line Item table field set TMS6 is now used instead of TMS1
8. The cascading mode logic has been updated for the following field sets and will need to be updated if utilized: 

   Table	Field Set	Original Override Example		New Override Example
   		Internal	Quote Wizard	Internal	Quote Wizard
   Load	TMS1	“LTL”	“Portal LTL”	“TMS1 LTL”	“TMS10 LTL”
   Stop	TMS1	“Drayage”	“Portal Drayage”	“TMS1 Drayage”	“TMS4 Drayage”
   Line Item	TMS1	“Truckload”	“Portal Truckload”	“TMS1 Truckload”	“TMS6 Truckload”

9. If you want to override the header page on the Customer Invoice Batch pdf document, go to TMS Admin 🡪 Document Options and click on the Document Option you want to update. Select Customer Invoice as the document type and enter the name of your custom Visualforce page in the Custom Header Page Name field. Make sure it is a pdf-rendered page.
10. Rerate/Rebill Enhancements
    1. Add the new Rerate Notification field to the Mode page layout and set appropriately.
    2. Note the following Load fields used to support rerate/rebill (not needed on page layout):
       1. Carrier Rerate Notification
       2. Customer Rerate Notification
       3. Rerate Fingerprint
    3. Update the following field sets with those fields that should trigger rerate notification:
       1. Load TMS11
       2. Stop TMS5
       3. Line Item TMS2
    4. Note the following Customer Quote fields used to support rerate/rebill; add to page layout if desired:
       1. Billing Status
       2. Locked
       3. Marked Up
    5. If this feature is used set the Rerate/Rebill Permissions field for all user records after adding it to the page layout.
    6. Add “Replaced” as a picklist choice for the Customer Quote Status field.
    7. Make sure the Customer Quote Billing Status field has this dependency on the Status field:
       
    8. Set the Carrier Quote TMS4 field set to display the carrier quote list fields desired.
11. Rate Entry Enhancements
    1. Note that the following Rate Entry table fields are OBSOLETE and will be removed from the package in a future release:  Cost, DIM Factor, Distance, Distance Units, Equipment Type, Full Truck Cost, Full Truck Length, Handling Units, HS Code, HU Calculation Method, HU Max Weight, Maximum Count, Maximum Range, Maximum Weight, Minimum Cost, Minimum Count, Minimum Range, Minimum Weight, NMFC Class, Rate, Service Route, Tariff Schedule, Volume Units, Weight Units.
    2. Add these new picklist values:
       1. Per Cubic Foot
       2. Per Cubic Meter
       3. Per Gallon
       4. Per Liter
       5. Per Square Meter
       6. Per Equipment Type
       7. Per Stop
       8. Percent of Amount
    3. To these fields:
       1. Customer Quote Freight Charge Unit
       2. Carrier Quote Freight Charge Unit
       3. Customer Quote Accessorial Unit
       4. Carrier Quote Accessorial Unit
       5. Customer Invoice Accessorial Unit
       6. Vendor Invoice Accessorial Unit
    4. Note and set CRUD on these new tables:
       1. Rate Entry Calculation
       2. Rate Entry Calculation Axis
       3. Rate Entry Calculation Axis Value
       4. Rate Entry Calculation Cell
    5. Note and set CRUD on these new Rate Entry fields:
       1. Accessorial
       2. Prevent Deficit Rating
       3. Pricing Notes
       4. Rate Type
    6. Note and CRUD this new Customer Quote/Carrier Quote field and add it to layouts:
       1. Calculation Type
    7. Add “Partner” as a picklist choice for the Rate Entry Direct/Interline and Carrier Quote Direct/Interline fields.
    8. Set CRUD and add the following fields to the Load page layout if desired:
       1. Total Area
       2. Area Units
    9. Set CRUD and dd the following fields to the Line Item page layout if desired:
       1. Area
       2. Area Units
       3. Auto-Calculate Area and Volume
    10. Add the RFP Banner LWC to the RFP lightning record page.  Remove all navigation buttons from the page header except for Edit, Delete, and Clone.
    11. Note that the Lane/Rate upload Excel file has changed.
    12. Set the Show Pricing Notes configuration parameter as needed on the Freight Quote Assistant LWC.
    13. Remove the LaneRateSetup Visualforce page from the Shipper/Consignee Transportation Profile page layout and replace it with the Rate Entry related list.
12. Add the following fields to page layouts (read only) if using SMC3 quoting to capture transit/terminal information:
    1. Carrier Quote Table
       1. Estimated Pickup Date
       2. Origin Movement Type
       3. Origin Terminal Code
       4. Origin Terminal Location
       5. Origin Terminal Email
       6. Origin Terminal Phone
       7. Destination Movement Type
       8. Destination Terminal Code
       9. Destination Terminal Location
       10. Destination Terminal Email
       11. Destination Terminal Phone
    2. Stop Table
       1. Terminal Location
       2. Terminal Email
       3. Terminal Phone
13. Note the new Create Credit Memo button on the Customer Invoice Banner LWC.
14. Add “35” and “36” to the Transportation Profile Mileage API Version field and update the controlling field matrix accordingly.
15. Add the Credit Limit Source field to the Load page layout and set CRUD if used.
16. Set CRUD and add the following fields to the Driver page layout:
    1. Activation Status
    2. Dispatch Status
17. Set CRUD and add the following fields to the Carrier Exclusion page layout:
    1. Location
    2. Exclusion Type
18. If not present already, add the new Load History Viewer LWC to the Load Lightning Record Layout as desired. It is recommended that this widget is placed on its own tab within the layout.
19. If the customer would like to utilize the new Customer Reference Number table, which validates the presence of specific Load/Stop fields at certain times in the Load lifecycle, add the table to the Transportation Profile and/or Account page layout if it is not present already, and set CRUD for the appropriate users.
20. Carrier Pickup Cutoff Time Notifications: this feature requires the Fleet Management job to run daily, adding the new Cutoff time fields to the Carrier Service and Carrier Quote page layouts, configuring the appropriate carrier service records, adding the Cutoff time messages to the Mode page layout and configuring the custom messages on these fields. See the User Guide for more details.
    Optional: check the “Display Load Past Date Notification” global preference if the client wants to see Past Date Notifications on all loads.   The Past Date Notifications display in the Freight Quote Assistant for loads in a status of Unassigned, Quotes Requested and Quotes Received.
21. If the Fleet Management module is used, add these fields to the Carrier (Ground) Transportation Profile page layout and set them appropriately for your fleet carrier:
    1. Mileage API
    2. Mileage API Version
    3. Mileage API Routing
22. If utilizing the Customer Portal Queue: 
    1. Add the Review Before Tender field to Load page layouts as desired
    2. Add the Review Before Tender field to User page layouts as desired and check the field for applicable portal users
    3. Populate the Review Before Tender Message field under TMS Admin🡪Configuration 
23. SMC3 Line Itemized Rating and Invoicing
    1. If utilizing the SMC3 RateWare API to retrieve Customer and/or Carrier Quotes, ensure that the Service URL and Test Service URL for the SMC3 RateWare Credential is set to: https://applications.smc3.com/RateWareXL/services/soap/v2
       1. Also ensure that the SMC3 Remote Site Setting is configured as such
    2. Add the Customer Quote Freight Charge Item and Carrier Quote Freight Charge Item child tables to the Customer Quote and Carrier Quote Lightning Record Layouts. Update the CRUD access to these tables and all the fields on the tables.
    3. If utilizing Cleo as the EDI VAN to send EDI 210 customer invoices with these itemized charges, you must contact them to confirm the configuration and mapping of the new itemized charge elements in the 210 is complete (see the TMS 7.8 EDI Specification document for details on the new elements). Contact the Support team, who will provide you with the appropriate Cleo contact to perform this update. Note that you do NOT need to contact Kleinschmidt for this update if Kleinschmidt is the EDI VAN. The update has already been implemented on their side.
24. Project44 LTL Tracking API
    1. If the customer plans to utilize this feature, please note that all Carriers must be set up as Capacity Providers with an appropriate Account Code (ie. Carrier API Login Group) in the p44 online portal before attempting to start, update or stop geo-tracking via the Project44 LTL Tracking API.
25. For the Load Tracking Log to show the actual timestamp of status updates in the ‘STATUS AS OF’ column, you must turn on Field History Tracking for the Last Tracking Update Load field. If this field is not tracked, the ‘STATUS AS OF’ column will be equal to the ‘UPDATE RECEIVED AT’ column. Also note that in order for manual updates of the Arrival and Departure Dates/Times on Stops to be accurately reflected in the ‘STATUS AS OF’ column, the “Timezone” field of the Location Accounts on the Stops must be populated. To populate the “Timezone” field on the Accounts, it is recommended that all Customers run the Fleet Management Job, even if they are do not utilize the Fleet Management product. This is because the first pass of the Fleet Management Job does an API callout to obtain time zones for all relevant Accounts. The “Fleet Management Enabled” checkbox on the TMS Admin 🡪 Configuration page can be left unchecked, and then running the Fleet Management Job will then only process the first pass of the job to retrieve time zones. 
26. Fuel Card Management
    1. For applicable EFS credentials check the Fuel Cards box under TMS Admin -> Credentials.
    2. Schedule the FuelCardTransactionsJob from the Job Monitor component.
    3. Expose the Fuel Cards tab to applicable users.
    4. It is recommended for multicurrency orgs to have USD and CAD enabled as Fuel Cards Transactions can be returned in these currencies. 
27. Line Item Detail and Commodity Search
    1. To see Density and Linear Feet calculations on the Line Item Detail component (when creating loads or editing line items on existing loads), edit the TMS1 (internal user access) and TMS6 (customer portal view) on the Line Item object.  Add Linear Feet and Density fields.
    2. If using commodity search when adding line items to loads, then do this setup:
       1. update field sets on the Commodity object. Create mode specific versions of these field sets if desired.
          

          Object	Field Set	Notes
          Commodity	TMS2	Add fields you want in the filters
          Commodity	TMS3	Add columns (fields) you want to see in the search results

       2. We recommend that you create a non-global commodity catalogue for default behavior.  Assign the catalogue to the default Transportation Profile.
          1. If you need to create a default Transportation Profile (TP), then (1) create the TP in the Transportation Profile tab.  (2) Select that TP as the Default Transportation Profile (TMS Admin->Configuration). (3) On the TP record, select non-global commodity catalogue that you want to use as your default.
          2. Create special purpose commodity catalogues (TMS Admin->Commodity Catalogues) (non-global) as needed and assign to TP’s where these catalogues are needed.
       3. Create one or more global catalogue as needed (TMS Admin->Commodity Catalogues).  No need to assign these to TP’s.  All global catalogues you create will appear selectable on the Enhanced Commodity Search dialogue.
       4. Add the following fields to page layouts:
          1. Commodity Catalogue table:  Global
          2. Commodity table:  Is Active
28. Add Effective Date and Expiration Date to the Carrier Markup page layout.
29. Note that the new load quick entry page now supports mode-specific field sets for line item entry.  Set the new Line Item TMS7 field set (and siblings) appropriately.
30. Note that the webhook configuration names (P44 configName element) have changed for their tracking APIs and P44 needs to be informed of these:
    1. Unified Tracking configName:  18-character org ID changes to “unified-“ + 18-character org ID
    2. Truckload Tracking configName:  18-character org ID changes to “truckload-“ + 18-character org ID
31. Carrier Quote Selection Reason
    1. Add the Selection Reason Required Modes field to applicable User page layouts 
    2. Populate the field for applicable users with the relevant modes 
    3. Add additional options to the Selection Reason field on the Carrier Quote table as applicable 
32. Carrier Liability Limit Calculations
    1. Add the Commodity Condition field to the Load page layout.
    2. Add the Liability Coverage and Liability Coverage Exceeded By fields to the Carrier Quote page layout.
    3. Note that the carrier quote fields are auto-calculation only if the load Commodity Condition field is populated and Carrier Liability Limit records exist for the carrier services.
33. EPayments: 
    1. The ReleaseUpdate job renames the existing EFS credentials record and defaults it to the new “Money Codes” option.  Clients can now create and name multiple EFS credentials (using the “+” button) to be used with the new EPayment functionality.  The new “X” button allows deletion of unused EFS credentials.
    2. Add the new EPayments related list to the page layout(s) on the Load object:
       Suggested fields on the related list:
       
    3. Edit the lightning record page(s) for the load and make the following changes:
       1. Rename the Comcheks/Moneycodes tab to EPayments:
          
       2. Select the EPayment VF page and delete it:
          
       3. Add the EPayments related list to subtab:
          
          
       4. The EPayments tab will look like this:
          
    4. Add the new “Assigned Driver Only” picklist value to the “Issue Authority” field on the Advance Payment Authority table.
    5. Optional: add the new EPayments tab to the different profiles.
    6. For all user profiles, remove the ability to delete EPayment records.
    7. Refer to the User Guide to configure EPayments.  You will need to work with the client to setup EPayments.
34. Run all RTMS namespace unit tests to completion and investigate any failures.
35. Make sure all relevant TMS batch jobs are running and/or scheduled.  See User Guide for suggested run times.

Release 7.8 Field/Field Set Modification Summary – TMS

Release 7.8 Accounting Seed Integration Upgrade Instructions (ETC: 15 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 made.

1. You must install and test in the sandbox before upgrading production.
2. You must have installed Release 7.7 before installing this release.
3. Obtain the 7.8 installation URL and password from your Revenova representative.
4. Install the upgrade.  Wait for the “installation succeeded” email.
5. Review CRUD access to the fields in the TMS EPayment table (rtms__EPayment__c).  Two new fields are added to this table that are part of the TMS AS package (rtms2__ePayment__c).  
6. If the client uses EPayments:
   1. Log into the client’s org in Subscriber mode.
   2. Get the name of the active EPayment credentials used by the client.  It will be either EFS or Comdata.
   3. Go to the TMS Accounting Configuration custom setting and edit the record.  Save the value from the “ePayment Bank Account” field (if any); you will restore this value in step e. below.  Enter either “EFS” or “Comdata” in this field.  Save the record.
   4. Go to the TMS Accounting Admin tab and click on the “Reset Reference Data” button.  The upgrade job will move the existing EPayment records from the TMS AS ePayment table to the TMS EPayment table.  Records converted to the TMS EPayment table will be deleted from the TMS AS ePayment table.
   5. Once you receive the email that the job completed then restore the value of the “ePayment Bank Account” field to what you saved in step c.
7. Add these new picklist values:
   1. Per Cubic Foot
   2. Per Cubic Meter
   3. Per Gallon
   4. Per Liter
   5. Per Square Meter
   6. Per Equipment Type
   7. Per Stop
   8. Percent of Amount
8. To these fields:
   1. Billing Line Unit
   2. Payable Line Unit
9. Go to the TMS Accounting Admin tab and click on the “Reset Reference Data” button. The ASReleaseUpdateJob

   will run and migrate all the EPayments from the rtms2__ePayment__c object to the rtms__EPayment__c object.
   

10. Run all RTMS2 namespace unit tests to completion and investigate any failures.

Release 7.8 Field/Field Set Modification Summary – Accounting Seed Integration