Overview
Batch Processes
Access the status of key TMS batch processes from the Job Monitor Lightning Web Component, which is generally located on the Home Page Layout, but it can also be placed on custom Lightning App Pages.
If a particular job is shown as 'Not Applicable' in the Status column, either the Credentials for the corresponding API are not enabled or the TMS Configuration setting that controls the job is not enabled.
A definition for each ‘Not Applicable’ Status is given in the second table below.
Batch Job | Purpose | 'Run Now' Action | 'Schedule' Action |
|---|---|---|---|
ARCalculationJob | Calculates A/R balances and credit limits. | Active - runs job immediately | Active - schedules job for 5 am |
BanyanJob | Retrieves load status and documents for Banyan loads. | Inactive - Invoked by LoadStatusUpdateJob | Inactive - Invoked by LoadStatusUpdateJob |
CarrierEngagementAutomationJob | Processes auto-tender loads. | Active - runs job immediately | |
CarrierMonitorJob | 1. Appends/Refreshes the Carrier Watch List and 2. Downloads SaferWatch FMCSA scoring changes for monitored Carriers. | Active - runs job immediately | Active - schedules job for 6 am |
CarrierMonitorMCPJob | See details of the MyCarrierPackets batch job in the MyCarrierPackets article. | Active - runs job immediately | Inactive - Schedules itself upon completion |
CarrierMonitorRMISJob | RMIS download of new Carriers and changed Carriers. | Active - runs job immediately | Inactive - Invoked by itself upon completion |
EDIWatcherJob | Monitors the EDIJob and restarts it if it fails. | Active - runs job immediately | Inactive - invoked by itself upon completion |
EDIJob | Receives EDI 204 Load Tender, EDI 990 Load Tender Response, EDI 214 Load Status, and EDI 210 Load Invoice transactions. Sends EDI 990 auto-accepts for some customers. Sends EDI 214 location update transactions. | Inactive - initiated by EDIWatcherJob | Inactive - invoked by itself upon completion |
FleetManagementJob | Manages all Fleet Management functions. | Active - runs job immediately | Inactive - Invoked by itself upon completion |
FreightPlanManagementJob | Calculates Freight Plan cost allocations and status. | Active - runs job immediately | *See Below |
FuelCardTransactionsJob | Retrieves and creates fuel card transactions. | Active - see Fuel Card Management section | Active - runs job (self-scheduling) |
FuelIndexUpdateJob | Downloads fuel index updates from the EIA and then invokes the FuelSurchargeUpdateJob | Active - runs job immediately | Active - schedules job for 6 pm |
FuelSurchargeUpdateJob | Updates fuel surcharges on quotes and invoices based on changes to fuel indexes and Breakthrough Fuel API calls. | Inactive - Invoked by FuelIndexUpdateJob | Inactive - invoked by FuelIndexUPdateJob |
HubTranDataLoadJob | Loads 60 days of Carrier and load data to "seed" HubTran. | ||
LoadAndTruckPostingManagementJob | Creates, updates, and deletes load and truck postings and uploads Book it Now Carriers to Truckstop. | Active - runs job immediately | Inactive - invoked by itself upon completion |
LoadDexDataUploadJob | Uploads load lane/revenue/cost information to LoadDex. | Active - runs job immediately | Active - schedules job for 7 pm |
LoadStatusUpdateJob | Requests load status updates from API and email Carriers. | Active - runs job immediately | Inactive - invoked by itself upon completion |
QueuedTransactionJob | Processes queued inbound and outbound transactions. Jobs will run in parallel with volume. | Active - runs job immediately | Inactive - invoked by itself upon completion |
RecurringLoadScheduleJob | Clones recurring loads and freight plans based on creation schedules. | Active - runs job immediately | Active - schedules job for 4 am |
* - The Freight Plan Management job requires an apex schedule to run consistently. See Salesforce help for more information.

There are some batch processes not included in the monitor list that are run automatically by the TMS or with manual button pushes. Those jobs are listed in the table below.
Batch Job | Purpose | How to Run | Suggested Run Time |
|---|---|---|---|
CarrierBulkRFQEmailJob | Bulk emails Carrier RFQ email requests. | Automatically by TMS | N/A |
CustomerInvoiceBulkGenerationJob | Creates .PDF files for each customer invoice during bulk printing. | Automatically by TMS | N/A |
CustomerInvoiceGenerationJob | Bulk invoice generation and sending of customer invoices via email and EDI and updates status. | Automatically by TMS | N/A |
HubTranDataLoadJob | Loads 60 days of Carrier and load data to "seed" HubTran. | HubTran Data Load button | N/A |
LoadImportUploadJob | Uploads Load file and creates loads for the LTL Workbench. | Automatically by TMS | N/A |
LoadPricingWorkbenchJob | Gets Carrier quotes for loads related to an RPF for the LTL Workbench and calculates margins/markups and customer totals. | Automatically by TMS | N/A |
PaymentProcessorBatchJob | Submits quick pay payables to TriumphPay and retrieves status. | TMS Accounting Admin | Runs continuously |
RateEntryUploadJob | Uploads .CSV filed of Rate Entries for RFP Support. | Automatically by TMS | N/A |
ReleaseUpdateJob | Updates data as needed during release upgrades. | Automatically by TMS | N/A |
NACHAEmailRemittanceBatchJob | Generates a NACHA file for vendor ACH payment. | "Generate NACHA File" button | N/A |
ACHEmailRemittanceBatchJob | Sends ACH remittances to factoring companies and vendors. | "Send ACH Remittance" button | N/A |
RateIQRateSourceJob | Bulk import/delete of RateIQRateSource records to support RateIQ custom data source. | Automatically by TMS | N/A |
UserCredentialUploadJob | Bulk insert Authorized Users/upsert User credential records/delete User credential records for DAT, Truckstop Load Posting, Truckstop Truck Search, Truckstop Rates, and/or TransCore integrations. | Import User Credentials modal "Upload Files" button | N/A |
TMS Admin
Configuration
Set the Queued Transaction Retention Period field to 1 day (or as desired). Records falling outside of the retention period are deleted.
Set the Queued Transaction Maximum Process Count to “3” unless you have more available. Leave at least two for other batch processes.
Batch Processes
Start the QueuedTransactionJob. The job runs every minute and processes Queued Transaction records from push APIs.