Revenova TMS 7.8 What's New

Overview

Release 7.8 Enhancements

Stored Rate Enhancements

1. Rate Entries have a redesigned UI component to facilitate rapid entry of freight, fuel, and accessorial rate entries. The separate maintenance of Transportation Profile Accessorial and Carrier Accessorial records has been eliminated. All negotiated costs are now stored in Rate Entry records.
   
2. Rate Entries can have base, minimum, and/or maximum calculations of different calculation types, as needed.
3. Matrix-based costing is now supported, which allows for extremely fine-tuned costing algorithms.
   
4. Rate Entry Pricing Notes can now be entered and viewed in the Freight Quote Assistant.
5. RFP Lane-Rate Entry Upload has been extended to more calculation methods and redesigned in a new RFP Banner LWC component for improved performance.
   
6. Manually added FQA accessorials are now auto-calculated if a matching accessorial Rate Entry exists.
7. Calculation Type – Base, Maximum, or Minimum – is now stored on each Customer and Carrier Quote.
8. New Area and Area Units fields allow for auto-calculation of Line Item and Load Area for stored rates.
9. A new field, Rate Entry, is populated on all Customer Quote Accessorial and Carrier Quote Accessorial records that are stored-rate generated to improve traceability.
10. Rate Entry Match Priority now considers the Zone Type field. For example, a location zone to location zone rate entry would match before a city/state to city/state rate entry.

Banyan LTL API Enhancements

1. You can now tender SMC3 quotes via Banyan.
2. Shipping contacts are now (re)sent just before tendering.
3. On tender, the user is warned if a requote is needed due to the load changing. If so, the carrier quotes are automatically deleted and refreshed.
4. If a third-party is providing the carrier quote (Carrier Service Carrier != Carrier Quote Vendor), the Carrier Bill To and Vendor fields on the Load record will properly reflect this, as will the bill-to data sent to Banyan.

Customer Portal Queue

A Review Before Tender field has been added to the User and Load objects. Customer Portal users with the Review Before Tender field checked will have their LTL tenders modified in the Customer Portal such that:

• The tender to the carrier will not go through
• The selected carrier quote will be accepted
• The Review Before Tender field on the load will be checked
• A customized message will be displayed to the portal user

Load History Viewer LWC

A new LWC for viewing field history has been developed. This widget sits on the Load page layout and pulls in the field history for all records related to that Load. The objects included in the viewer are Load, Stops, Line Items, Load Accessorials, Carrier Quote (the Accepted quote for this load), Carrier Quote Accessorials, Customer Quote (the Accepted quote for this load), Customer Quote Accessorials, Customer Quote Taxes, Claims, and Container. The tool allows the user to filter the history by object type as well as by date range. By default, this widget is placed on its own tab on the Load page, but it can be placed anywhere on the Load page layout.

Location-Based Carrier Exclusions

Carrier exclusions can now be location-based and pickup- or delivery-based.

SMC3 LTL Freight Charge Itemization Rating and Invoicing

When utilizing the SMC3 RateWare XL API to obtain LTL tariff-based Customer Quotes or Carrier Quotes, the itemized breakdown of freight charges by load line item is now captured in new child tables - Customer Quote Freight Charge Item and Carrier Quote Freight Charge Item respectively.

A Prevent Deficit Rating checkbox was added to the Rate Entry object, which allows users to prevent SMC3 from utilizing deficit rating for the load.

From a customer invoicing perspective, there are two enhancements. First, the EDI 210 (customer invoice) transmitted for the load will include this itemized breakdown. See the Revenova TMS 7.8 EDI Specification document for more details on the raw data and format transferred.

Second, the Customer Invoice PDF will show the itemized breakdown under the Net Freight Charges when applicable.

Carrier Pickup Cutoff Time Notifications

The ability to define carrier pickup cutoff time notifications is now available. Two cutoff times fields are available to configure at the Carrier Service level:

When a carrier quote is created, these two fields are copied into the carrier quote. If either field has a value, carrier pickup cutoff time notifications are enabled for that load.

An informational message is displayed in an orange banner both on the Customer Portal and in the Load record for internal users. The message displays when the pickup date on a load is the current or past day and a cutoff time has been configured for at least one of the carrier services and carrier quotes for that load.

A related global preference called “Display Load Past Date Notification” has also been added. When this new preference is checked, all loads with a pickup date in the past that are in a status of Unassigned, Quotes Requested and Quotes Received will see the Past Date Notification. Loads that are enabled for Pickup Cutoff Time Notifications will also see Past Date Notifications regardless of this new global preference.

Customer Portal:

Internal user:

The default error messages in the orange banner can be customized in the appropriate fields on the Mode table.

When the Tender cutoff time has passed, the Tender button is disabled and the corresponding message displayed.

For more details to enable this functionality please refer to the User Guide.

Fleet Management Enhancements

1. Activation Status (Active/Deactivated) has been added to the Driver table and is synchronized with Samsara.
2. Dispatch Status (Available/Unavailable) has been added to the Driver table and is a driver filter option on the Dispatch Console.
3. HOS Log detail (and missing log errors) related to deactivated drivers are no longer flagged/captured.
4. Only address locations for Loads where Fleet = true are passed to Samsara.
5. Carrier Transportation Profile mileage API settings are now used for Fleet Assignment distance calculations.

Load Tracking Log Enhancement

A new column has been added to the Load Tracking Log widget, which captures ‘STATUS AS OF’. This new column represents the actual timestamp of the event provided by the tracking source when it is available. The ‘UPDATE RECEIVED AT’ column represents the timestamp when the update was received in Revenova from the tracking source. Not all tracking sources provide the actual timestamp of the events, but several of the tracking APIs have been upgraded to capture this data when it is available, including Project44 (LTL and TL), Trucker Tools, MacroPoint and FourKites.

Line Item Detail - Automatic Calculations

The Line Item Detail component has been revised to automatically calculate:

• Density
• Linear Feet

The calculations are executed with every keystroke as the user enters weight, dimensions and other input fields to these calculations.

Revised Commodity Auto Search

Auto search of the commodity catalogue was available in previous versions of TMS. In these past versions, as you typed values into Item Description, Item Name or Item Number fields to create new Line Item records, a list of Commodity records that contained the typed fragments were displayed. The list was modified with each key stroke. The user could select one of the items in the list to populate Line Item object fields with data from corresponding fields of the selected Commodity record.

In 7.8, like in previous versions, the auto search feature still displays Commodity records as the user types descriptions or line items which can be selected to populate Line Item records. However, the search results are now rendered in a table. The table includes an Item Number and Item Description columns by default. The use clicks on a link inside the Item Number cells to select a Commodity record in the list. In addition to Item Number and Item Description, system admins can modify the TMS3 field set on the Commodity object to add additional columns to the table. In addition to the packaged TMS3 field set, administrators can create mode specific TMS3 field sets (i.e TMS3_Truckload) to customize the table for specific transportation modes.

Enhanced Commodity Search

Everywhere where the Commodity Auto Search feature is seen, the you will now find a button that opens the Enhanced Commodity Search dialogue. Upon clicking on Item Description, Item Name or Item Number fields, the Search Catalogues button appears. If the user prefers, he can still begin typing to bring up auto search results. However, optionally, he can click Search Catalogues to open a modal UI that offers more advanced search capabilities.

Some of the features of the Enhanced Commodity Search modal include:

• Filtering on any commodity field (driven by field set – TMS2 and TMS2_
• Filtering is real-time (with each keystroke or click)
• Control of table columns (driven by field set – TMS3 and TMS3_
• Sorting on columns
• Access to both customer catalogues and global catalogues.
• Special filters:
  • Active Commodity filter – based on Effective Date and Expiration Date on Commodity records; and on the first stop pickup date of the Load.
  • Match Density filter – based on Line Item density and commodity min/max densities.
• Auto Load – for large commodity catalogues.
• Adding new commodities to the customer catalogue.
• Copying commodities from global catalogues to the customer catalogue.

Rerate/Rebill

The TMS can now detect – on a mode-specific basis – changes to loads which require rerating and/or rebilling of customer and/or carrier quotes. When a relevant change is detected the Freight Quote Assistant will display warning badges:

Relevant changes are defined using field sets on the Load, Stop, and Line Items tables.

Rerate/Rebill actions are supported with new buttons on the Customer Quote Builder:

The creation of an offsetting credit memo is now supported in the Customer Invoice Banner component:

The Carrier Quote list in the Carrier Quote Builder now supports field-set driven display, by mode:

The Customer Quote Builder can auto-generate the related Customer Invoice by setting the new Billing Status field to Approved and saving the quote:

Bill of Lading PDF Field Overrides

Users may now enter override values for the Filename and certain fields on the Bill of Lading PDF. These overrides can be used to produce Blind or Double-Blind BOL documents from the TMS. They also enable users to hide extra accessorial information from uninterested parties on the BOL for the Load. Lastly, the ‘Third Party Freight Charges Bill To’ section of the BOL can be overridden to make it appear to the carrier as if they are working exclusively with the customer for which they have specific pricing. The fields that can overridden are as follows: Ship From Name, Ship From Address, Ship From City/State/Zip, Ship To Name, Ship To Address, Ship To City/State/Zip, Third Party Bill To Name, Third Party Bill To Address, Third Party Bill To City/State/Zip, Special Instructions, Carrier Name

User can add/remove/edit override values by navigating on the Load record to the Documents tab Generate Document tab select ‘Bill of Lading’ in the Select a Document to Generate picklist as show below:

SMC3 Transit and Terminal Information

1. The SMC3 Carrier Connect API integration has been updated to the latest REST API release.
2. Estimated Pickup Date and Estimated Delivery Date are now captured on the carrier quotes.
3. Terminal information, when available, is now captured on SMC3 LTL carrier quotes:
   
4. On tender/assign, this information is captured on the pickup and delivery stops:

Freight Plan Enhancements

1. Carrier loads can now bypass cross-docks with a subset of their loads:
   
2. Adding to/creating carrier loads has been streamlined to declutter the freight plan console:

Fuel Card Support

The TMS now supports management of EFS Fuel Cards within the system:

Through the Fuel Card Banner component users will be able to:

• Activate, deactivate, or place a hold on fuel cards.
• Set new pin numbers for fuel cards.
• Retrieve a fuel card’s information from EFS.
• Issue funds for fuel cards.

In addition to the fuel card information, advances and transactions are also captured for each fuel card:

• Funds issued to fuel cards from the TMS will be stored along with an EFS confirmation number as Fuel Card Advances.
• The FuelCardTransactionsJob will run several times a day to retrieve the latest Fuel Card Transactions for all the relevant fuel cards in the system.

See the User Guide for more details.

Customer-Required Reference Number Validation

A new table called “Customer Reference Numbers” has been added as a child of the Transportation Profile. This new table captures customer-specific reference number requirements. A customer can have zero-to-many reference number records defined. Each Customer Reference Number record defines the TMS Object (Load or Stop), the TMS Field (Load or Stop fields), the Mode, and the Load Validation Status (Tendered, Assigned, Dispatched, In Transit or Delivered). For customers with these reference number requirements created, a modal will pop-up on the Load at different events in the Load lifecycle if the required field is blank. The widget will warn the user that one of the customer’s required reference number fields is not populated, and it will allow the user to either populate and save the field updates or skip the warning entirely.

The events that will cause the modal to pop-up are:

• Clicking the ‘Tender’ or ‘Assign’ button on the Carrier Quote Builder (Load Status moving to ‘Tendered’ or ‘Assigned’)
• Clicking the ‘Tender’ or ‘Assign’ button on the Carrier Quote List (Load Status moving to ‘Tendered’ or ‘Assigned’)
• Clicking the ‘Save’ or ‘Thumbs Up’ button on the Stop Detail widget for the first stop or last stop of the Load after making a Stop Status update (Load Status moving to ‘Dispatched’, ‘In Transit’ or ‘Delivered’)

Settlement Sheet Enhancements

1. Settlement Sheets have been added to the incentive package. A Settlement Sheet provides program participants with a detailed summary of their incentive pay as well as their expenses for a particular reporting period. The details of a Settlement Sheetare;
   1. A Settlement Sheet contain a detailed list of; incentive pay, adjustments, deductions and expenses
   2. Participants are either a user in the system or a contact
      1. A Settlement Participant Detailrecord is created which identifies the;
         1. participant as either an Employee/Contractor (internal user) or a Driver (contact)
         2. the Settlement Start Date and the Settlement End Date
         3. the Settlement Frequency (Daily, Weekly, Biweekly,...)
         4. and the Start Day of the Week. This is the day of the week that the settlement sheet is generated in the given period
   3. Settlement Sheets are automatically generated and updated by a batch job for each participant based on the information defined in the Settlement Participant Detail record.
2.  Settlement Item Schedule is used to define either a recurring or one time adjustment, expense or deduction.
   1. A Settlement Item Schedule contains;
      1. a master Settlement Item which is either a adjustment, expense or deduction
      2. the Frequency of the Settlement Item Schedule
      3. the Employee/Contractor or Driver that the Settlement Item Schedule is for
      4. the Expiration Date which defines the last day the adjustment, expense or deduction is incurred
      5. and a list of Settlement Items
   2. For recurring Settlement Items the ‘master’ Settlement Item is used as the ‘seed’ for all other Settlement Items generated during the period.
      1. Settlement Items are first manually created and then if the Settlement Item is for a recurring adjustment, expense or deduction a Settlement Item Schedule is created. The recurring Settlement Item is assigned to the Settlement Item Schedule as the ‘master’ Settlement Item
         
      2. Settlement Items contain the;
         1. Employee/Contractor or Driver
         2. Category: adjustment, expense or deduction
         3. Type: a picklist which can be modified to contain additional choices. Some of the standard choices are; Tire Purchase, Permits, Insurance, Load Payment, …
         4. Description: a description of the adjustment, expense or deduction
         5. Expense Date: defines the date of the expense
         6. Receipt Attached: this is a checkbox which indicates that there is a receipt for the expense
         7. Unit: picklist which can be modified and further describes the Settlement Item
         8. Qty: a numeric value which defines the number of the adjustment, expense or deduction
         9. Rate : a numeric value which contains the adjustment, expense or deduction amount
         10. Item Total: is calculated by taking the Rate and multiplying it by the Qty
         11. Load: the Settlement Item may or may not contain a reference to a Load
         12. Settlement Date: the date the Settlement Item was approved
         13. Settlement Sheet
         14. Settlement Item Schedule
         15. Status information
             1. Status: a picklist which defines the status of the Settlement Item. Choices are; Pending, Under Review, Approved and Declined
             2. Status as of Date/Time: the Date/Time the Status was changed
             3. Status Comments: Comments related to the Status of the Settlement Item
             4. Approver: The person who ‘Approved the Settlement Item
             5. Approved Date/Time: the date/Time the Settlement Item was Approved
                
                

Carrier Quote Selection Reason

The TMS now supports requiring a selection reason for internal users tendering or assigning a non-lowest cost carrier quote. This can be set on a per user per mode basis.

Load Tender

On the Load Tender page in the Customer Portal, for stops where only the city, state and zip were given, you can search for the specific location/company. The UI automatically displays search results after you type 3 characters into the account name. It displays companies whose location exactly match the city, state and zip on the stop and whose company name contains the character string entered into the company name field. The search results adjust with each keystroke.

EPayments

The EPayment functionality has been enhanced as follows:

1. Credentials enhancements for EFS:
   1. Two new options for EFS credentials: Money Codes and Fuel Cards. Existing credentials are defaulted to the Money Codes option.
   2. Multiple EFS credentials are now supported.
   3. The ability to assign specific EFS credentials to a driver using the configured picklist field on the Driver table.
2. EPayment Administration:
   New administration section to set up Users, Transaction Types and Accounting Settings:
   
   
3. EPayments:
   1. EPayments tab on the load now looks like this:
      
      
   2. Clicking on the “New” button will open the EPayment widget with the appropriate data defaulted from the load:
      
   3. EPayment details after the EPayment has been issued:

Refer to the User Guide for more details on configuration and usage.

Miscellaneous Enhancements

1. The A/R Calculation Job has been optimized to run much more quickly.
2. You can now override the cover page for the Customer Invoice Batch PDF document.
3. Mode specific field setsare now supported for the following field sets:
   1. Carrier Quote: TMS3, TMS5, TMS7, TMS6, TMS8
   2. Contact: TMS1, TMS2
   3. Customer Quote: TMS1, TMS3
   4. Line Item: TMS1, TMS6, TMS7
   5. Load: TMS1,TMS4, TMS5, TMS6, TMS7, TMS10, TMS16, TMS17, TMS18
   6. Stop: TMS1, TMS3, TMS4, TMS7, TMS10, TMS12
4. The Quote Wizard LWC can now be used by internal users.
5. PRO Numbers will now be parsed from inbound EDI 214 transactions and populated on the load if available.
6. The SMC3 RateWare XL API integration has been upgrade from Version 1 to Version 2.
7. Load-level credit check and balance recalculation can now be based on Customer or Customer Bill To.
8. Project44 geo-tracking of LTL loads can now be initiated, updated and stopped without needing to tender the Load via Project44.
9. The carrier quote cascade logic has been normalized across all quote sources to match the customer Rating Sourcefield setting:
   1. Customer Rates Only – No cascade to global profile rate entries
   2. Customer + Global Rates (or blank) – (1) get quotes for customer profile (2) get quotes for global profile for any carrier services not returned in (1)
10. The Payment Processor Batch Job performance has been roughly doubled.
11. Stored Rate LTL API quotes no longer are returned for disabled API credentials.
12. The Twilio integration now supports sender email and name overrides as defined in My Email Settings.
13. Carrier Markups now support and Effective Date and Expiration Date. None, one, or both can be populated.
14. The new load quick entry mode now supports a mode-specific field set for line item entry.
15. Project44 Truckload and Unified Tracking can now be used at the same time.
16. New Carrier Quote fields – Liability Coverage and Liability Coverage Exceeded By – are now automatically populated for stored rate quotes if carrier liability limits are defined.
17. The Billings List View Send Invoicesbutton now adheres to Accounting Seed naming conventions for the attached invoice files.