Revenova TMS 7.9 Release Notes

Overview

Release 7.9 Enhancements

Rate Entry, RFP, and Lane/Zone Enhancements

1. Lane Match Priority can now be overridden at the Rate Entry level.
2.  Zone Entry has been upgraded to a Lightning Web Component which supports:
   1.  Mixed granularity Zone Entries.
   2. Ability to exclude geographies from a Zone for lane matching purposes.
   3. Entry of Zip3/Zip5 comma-delimited or ranges.
      
3.  The RFP Banner now supports:
   1. Accessorial Rate Entry uploads.
   2. API Rate Method uploads.
   3. SMC3 LTL API field uploads.
   4. Upload of Customer and Carrier Rate Entries for a Customer RFP.
   5. Upload of multiple Carrier Services.
4. Rate Entries created from the RFP Rate Entry related list maintain the RFP context.
5. Rate Entries now support the Per HU Position rate method.

RateIQ Enhancements

1. RateIQ Calculations now support Match Priority and Lane fields. Match Priority is defaulted to the Lane’s value but can be manually overridden. The lowest Match Priority Rate Calculation that also matches on a load will be used in the RateIQ widget, similarly to how rate entries match a load.
   
2. The Rate Calculation Rule Visualforce page has been replaced with a Lightning Web Component:
3. RateIQ now supports custom data sources:
4. Custom Source data can be imported or deleted via a web service or from the new LWC:
5. Custom Source data is visible from the TMS Admin LWC:

PerformanceIQ

1. PerformanceIQ is a new component available on the home page for monitoring org limits and TMS batch jobs. It is capable of:
   1. Displaying the current status of org limits and batch jobs.
   2. Sending out alert emails when org limits exceed a user defined threshold.
   3. Sending out alert emails when batch jobs fail or stall.

Container Tracking Enhancements

1. A new field – Master Bill of Lading Number – on the Load and Container objects can be used to initiate container tracking.
2. The Vessel the container is on is now captured from Project44 status updates.
3. The UN Location Code of ports is now captured in the Container Route Information field.
4. The Container Console now supports multi-row field updates.

Customer Invoice Enhancements (TMS Accounting Only)

1. Ability to Auto Generate and Send customer invoices:
   1. A new batch job called CustomerInvoiceGenerationJob is available. The settings for running this job are available in the new section called “Invoice Management” in the Configuration page under the TMS Admin tab:
   2. The job can be started from the Job Monitor page:
      
      The job will send customer invoices with a Billing Method of "Email" and "EDI" that have an Invoice Status of "Approved," an Invoice Date of the current day and the customer is configured for auto-invoicing.
2. New Customer Billing settings available in the Transportation Profile of the customer:
   1. Customer Invoice Day: day of the week used to calculate the invoice date when a customer invoice is created.
   2. Billing Email Attachment Format: default value is PDF.  Clients who want to generate a CSV file can change this to “PDF with CSV”.
   3. Customer Invoice Export File: a file export definition that will be used to generate a CSV file.  Different customers can receive a different CSV format.
   4. Auto-Send Invoices: when checked, invoices for this customer will be automatically generated and sent when the batch job runs.
3. Customer Invoices tab:
   1. A new button called “Generate & Send” replaces the “Generate & Email” and “Send Via EDI” buttons:
4. CSV Customer Invoice file generation:
   1. A customer specific CSV file can be generated with Customer Invoice information and included as an attachment to the email that is sent to the customer by the CustomerInvoiceGenerationJob and the appropriate buttons on the Customer Invoices tab.
   2. Creating a File Export Definition is done via the File Export Definition tab.
   3. See the User Guide for additional details.

SMC3 LTL Freight Charge Itemization Rating and Invoicing Enhancements

The following enhancements have been made for quotes returned from the SMC3 RateWare XL API: 

• The Tariff Minimum is now captured for customer and carrier quotes.
• Freight Charges are captured for customer quotes.
• Freight Charges After Discount are captured for customer quotes.

For Customer and Carrier Quote Freight Charges Items: 

• The SMC3 Minimum Charge, SMC3 Floor Charge, TMS Rate Entry Maximum, or TMS Rate Entry  Minimum will be captured as an item if applicable.

For customers invoices associated with an SMC3 quote, the following will be reflected on the PDF: 

• The SMC3 Minimum Charge, SMC3 Floor Charge, TMS Rate Entry Maximum, or TMS Rate Entry  Minimum will be captured with the freight charge items if applicable.
• A text indicator will be present if a special rate was applied (e.g. mix, max, floor, etc…).
• The net freight charge column will be replaced by “-“ for freight charge items if a special rate was applied.

For Cleo and Kleinschmidt outbound EDI210s:

• The deficit charge will be captured as a charge item now if applicable.
• The SMC3 Minimum Charge, SMC3 Floor Charge, TMS Rate Entry Maximum, or TMS Rate Entry  Minimum will be captured as an item if applicable.

Lightning Email Templates and Enhanced Letterhead

The new Salesforce platform Lightning Email Templates and Enhanced Letterhead have been enabled for use in the TMS. The Classic Email Templates and Letterheads may still be used, but there are now additional references to the new Lightning Email Templates in Document Options that may be used as desired (LEX = Lightning Experience).

The new templates that can be created, edited, and used in the TMS may be accessed from the ‘Email Templates’ tab within the “TMS Lightning” Email Template Folder. The new letterheads that can be created, edited, and associated with the new email templates may be accessed from the ‘Enhanced Letterhead’ tab:

Quote/Invoice Cost Detail Enhancements

1. The following Freight and Fuel Surcharge fields captured in carrier/customer quotes are now available on Carrier/customer invoices:
   1. Unit
   2. Unit Price
   3. Quantity
   4. Notes
2. These fields are also passed in EDI 210 Customer Invoice transactions.
3. The Proprietary Billing Number is now passed in EDI 210 transactions for Accounting Seed environments.
4. These fields are now configurable on the Customer Quotation, Customer Invoice, Customer Invoice Batch, and Carrier Rate and Load Confirmation PDF documents for Freight, Fuel Surcharge, and Accessorial Charges.

Carrier Markup Enhancements

1. Carrier Markups are now defined with configurable item-level granularity, and different markups can be employed for each customer quote cost item:
   1. Freight
   2. Fuel
   3. Accessorial
2. Carrier Markup “cascade” from customer Carrier Markup Group to Global Carrier Markup Group functions independently for each cost item in a customer quote.
3. For each carrier quote, a Pending Status, marked up customer quote will be created.
4. All pending, quoted, and accepted customer quotes for a given load are deleted when another customer quote is accepted.
5. SMC3-only fields have been added for each valid value of the Freight Charge Applied field:
   
6. Stored rates and carrier markups can be used concurrently within one customer quote. Stored rates take precedence when there is a match:
   

Customer Portal Enhancements

Faster Transit Time can be requested on the Customer Portal Quote Selection page by customers who need faster delivery of their load.  The requested date and time is stored on the Load such that workflows or list views can be setup to notify agents of the needed faster transit time.  After viewing quotes on a new load, the customer portal user rather than select a quote, can click the Request Faster Transit button as shown here:

A dialog then appears where the user can enter the date, time and comments as shown here:

Upon saving the request the user lands on the Load page and sees a success message as shown here:

In TMS Configuration, administrators can manipulate the user success message by entering text into the Additional Success Text-Faster Transit field in the Customer Portal Configuration section:

Barcode Generation

1. Integration to TEC-IT to generate barcodes.
2. A new section in the Settings subtab in the Carrier Transportation Profile page contains all the settings available:
   
3. The barcode image is included in the Bill of Lading and Shipping Labels documents for carriers that have been configured with a value in the “Barcode Type” field.   The rest of the fields are configurable based on the carrier’s barcode requirements.
4. See the User Guide for additional details.

Customer Portal Threshold Parameters

1. Three new threshold parameters have been added to the Portal section of the Customer Transportation Profile record:
2. When either one of the two threshold values is exceeded, the customer will not be able to tender the load from the customer portal.  The carrier quote list page will be skipped, and the user will navigate to the Finalize Load Details page where they will see a message at the top of the page:

   The “Tender” button is replaced with the new “Save” button.

3. The default threshold message can be customized in the Customer Portal Configuration section of the Configuration page.

Accessorial Exclusion

With this feature, a TMS admin can define exclusions on accessorial charges for specific Carriers and Carrier services to prevent the assignment of loads with specific accessorial charges to the Carrier or Carrier service.  An accessorial exclusion rules can also be defined to be applied to a specific lane and/or a specific location.

Blue Yonder API Integration

The TMS is now integrated to Blue Yonder. Customers utilizing Blue Yonder will be able to:

1. Create loads in the TMS via API.
2. Return rates for created loads to Blue Yonder.
3. Tender loads in the TMS via API.

Negative Discounts

This feature allows a customer to set up a rate entry to make discounts behave like surcharges. Unlike ordinary discounts which reduce a freight charge, negative discounts increase freight charges. The feature works with SMC3 rate entries. With the Apply As Negative Discounts checkbox checked on a Rate Entry, Revenova TMS posts requests to SMC3 for freight rates with discounts omitted. Upon receiving rates back from SMC3, Revenova TMS adjusts the rates based the discount table.

Miscellaneous Enhancements

1. The stored rate “cascade” (from customer transportation profile to global transportation profile) now works independently for freight and each accessorial, when enabled.
2. A new Company Type field is now populated on the Transportation Profile by the carrier monitoring APIs.
3. A Containers tab has been added to the application.
4. The majority of customer and carrier facing documents generated by the TMS will be visible in portal components without being manually shared.   
5. The Location field for the stops on the Load Detail component now utilize Account field sets TMS4 and TMS5. Fields in TMS4 will be used in the location search and fields in TMS5 will be displayed in the results.
6. Inbound EDI 210 transactions are now supported. Trading Partners can send new and updated EDI 210s, which will create or update Vendor Invoices in Revenova. See the “Revenova TMS 7.9 EDI Specification” and the “Revenova TMS 7.9 User Guide” documents for details.
7. Stored Rate Accessorials will be calculated on the FQA for customer and carrier quotes even if there is no freight stored rate.
8. Inbound EDI 204 and Outbound EDI 214 transactions now support Appointment Time ranges.
9. The Bill of Lading PDF document now supports 50+ stop loads.
10. The EDI Status icon on the Load Detail LWC now supports many-stop loads.
11. Fuel only Distance Override is now supported for Freight + Fuel rate entry calculations.

Bug Fixes