Winter '25 Revenova TMS Installation Guide

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Winter ‘25 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. From Setup → Lightning Email Templates toggle Folders and Enhanced Sharing to On.

    1. Create a new Permission Set.

      1. From Setup → Permission Sets.

      2. Click the New button at the top of the Permission Sets list.

      3. Label the new Permission Set, Manage Public Lightning Email Templates and Drag-and-Drop Content Builder.

      4. Click Save.

      5. Click the link for System Permissions and click the Edit button. Search for these two permissions and add them to the Permission Set:

        1. Manage Public Lightning Email Templates.

        2. Access drag-and-drop content builder.

      6. On the Permission Changes Confirmation modal, click Save.

    2. Assign the Manage Public Lightning Email Templates and Drag-and-Drop Content Builder Permission Set to the logged in user completing the installation.

  3. Obtain the URL and install the package, using the Install for all Users setting.

  4. Wait a few minutes for the application to complete the installation process. You will receive an email upon completion of the installation.

  5. From Setup → Installed Packages click on the Manage Licenses link for the TMS package and assign licenses to users.

  6. From Setup → State and Country/Territory Picklists turn on Country/State Picklists. Start with the United States as the only country unless you have more information.

  7. From Setup → Data → Data Integration Rules activate Geocodes for Account Shipping Address.

  8. From Setup → Enhanced Email. Confirm that Enhanced Email is Enabled.

  9. From Setup → Workflow Rules. Make sure the TMS Auto-Reject Carrier Transportation Profile workflow rule is active or an equivalent method to invalidate unacceptable carriers.

  10. From Setup → Duplicate Rules. Turn off Matching Rules and Duplicate Rules for Accounts and Contacts as they can prevent auto-creation of accounts in the application.

  11. From Setup → Session Settings. Check the Use Lightning Web Security for Lightning web components and Aura components setting to ensure all components meet Salesforce security standards. If this feature is not enabled, all Lightning Web Components may encounter errors during use. Click Save.

  12. From Object Manager, navigate to the following objects. For each, click the Edit button. Under Optional Features, check the box for Track Field History. Click Save.

    1. Carrier Quote

    2. Carrier Quote Accessorial

    3. Claim

    4. Container

    5. Customer Quote

    6. Customer Quote Accessorial

    7. Customer Quote Tax

    8. Driver

    9. EPayment

    10. Fleet Asset

    11. Line Item

    12. Load

    13. Load Accessorial

    14. Load Reference

    15. Sales Tax

    16. Stop

    17. Transportation Profile

  13. Enable Feed Tracking for the following objects. This enables the Chatter feature across Fleet Management. (Only enable for Fleet Management)

    1. From Setup → Feed Tracking, select to the following objects.

    2. Check Enable Feed Tracking.

    3. Click Save.

      1. Driver

      2. Fleet Asset

      3. Load

      4. Trip Plan

  14. From TMS Admin → Configuration click on the Reset Reference Data button ONCE. Wait for this process to complete.

  15. From TMS Admin → Configuration fill out all the fields in the top section with valid values.

  16. Create a global (broker) transportation profile as the global default and set it from TMS Admin → Configuration.

  17. From TMS Admin → Equipment Types set the four load board equipment types by visiting and filling out all information on each Equipment Type record.

  18. From Setup → Chatter Settings enable Chatter.

  19. From Setup → Trusted URLs add a new trusted URL for ALK Maps:

  20. 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

  21. Make sure the Transportation Role field is displayed for TMS users on the Contact page layout.

  22. Provide appropriate CRUD access to each user profile for each TMS object.

  23. Tailor page layouts and lightning record pages as appropriate for each profile.

  24. Please refer to Getting Started with Revenova and the Revenova Knowledge Base for detailed descriptions, configuration settings, and customizations available in the application.

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 Winter ‘25 TMS Upgrade Instructions (ETC: 45 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.

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. See the Accounting Seed Bridge installation instructions for more information.

Items in blue are optional and may be skipped if the feature is not used. Structural changes in red are required.

  1. You must install and test in a sandbox environment before upgrading to the production environment.

  2. You must have installed and completely configured the Fall ‘24 Release before installing this release.

  3. SFDC/TMS Pre-Configuration

    1. For Accounting Seed customers, do not install this TMS release until you have the Accounting Seed Bridge package URL also. They must be upgraded at the same time.

    2. From Setup → Duplicate Rules. Turn off Matching Rules and Duplicate Rules for Accounts and Contacts as they can prevent auto-creation of accounts in the application.

    3. From Setup → Data → Data Integration Rules activate Geocodes for Account Shipping Address.

    4. From Setup → State and Country/Territory Picklists turn on Country/State Picklists. Start with the United States as the only country unless you have more information. These picklists should be enabled unless there is a backward-compatibility issue with other packages or customizations.

    5. From Setup → Session Settings. Check the Use Lightning Web Security for Lightning web components and Aura components setting to ensure all components meet Salesforce security standards. Click Save.

      Thoroughly test any custom Lightning Web Components when enabling this setting. All TMS components are tested to support this functionality.

    6. From the Object Manager, make sure no values were added to the Load object’s Sales Status or Load Status picklist fields or the Stop object’s Stop Status picklist field.

      For trouble deleting items in the Lightning UI, change to Classic UI to perform the deletions.

  4. Confirm the two picklist options are available for the Customer Portal Quote Visibility field on the User object.

    1. From Setup → Object Manager navigate to the User object.

    2. Select the Fields & Relationships tab. Choose the Customer Portal Quote Visibility field.

    3. In the Values section, confirm All Quotes - Sort by Fastest Transit and All Quotes - Sort by Lowest Cost are available.

    4. If present move to Step 5.

    5. If not present, click New under the Values section.

    6. Enter All Quotes - Sort by Fastest Transit and/or All Quotes - Sort by Lowest Cost as needed.

    7. Click Save.

  5. Add two required picklist options before installing the upgrade package.

    1. From Setup → Object Manager navigate to the Fuel Card object.

    2. Select the Fields & Relationships tab. Choose the Fuel Card Provider field.

    3. In the Values section, click the New button.

    4. Enter Comdata in the box and click Save.

    5. Choose the Status field.

    6. In the Values section, click the New button.

    7. Enter Permanent Hold in the box and click Save.

  6. Turn off the FuelCardTransactionsJob. This job is removed as part of the upgrade to the Winter ‘25 package and replaced with the FuelCardJob. See Batch Process documentation for more information.

  7. The DAT integration is updating to the new REST endpoints. These new integration endpoints require new org and individual credentials in order to function properly. Please contact a DAT representative to receive these credentials prior to installing the Winter ‘25 TMS upgrade.

  8. Confirm that a Driver Status Picklist Value Set includes a specific value before upgrading.

    1. From Setup, search for and select Picklist Value Sets.

    2. Choose the Driver Status Picklist Value Set.

    3. Confirm the No Status value is present in the Values section. If not, add the value by following the steps below.

      1. In the Values section, click the New button.

      2. Enter No Status in the box.

      3. Check the Add the new picklist value to all Record Types that use this Global Value Set box.

      4. Click Save.

      5. The API Name for the value must be No Status. If necessary, change the API Name value by choosing the Edit link and changing the value. Click Save.

  9. Obtain the Winter ‘25 installation URL and password from your Revenova representative.

  10. Install the upgrade.

    1. Select Install for All Users.

    2. Click Upgrade.

    3. Check the Yes, grant access to these third-party web sites box.

    4. Click Continue.

    5. In Setup, find Deployment Status and click the link to view the progress of the installation.

    6. Wait for the Installation succeeded email.

      Several new objects and fields are included in the TMS Winter ‘25 release. Set CRUD access for the objects and/or fields accordingly.

      Warning:

      Upgrade installations do not add any objects or fields to custom permission sets. Add new fields as necessary to any custom permission sets. New fields are added automatically to Revenova packaged permission sets and do not require additional setup.

      Custom permission sets are commonly used for:

      Carrier Community

      Carrier Email Loop Customer Community

      Customer Email Loop

      Fleet Email Loop

  11. From TMS Admin → Configuration click on the Reset Reference Data button ONCE and wait for the email indicating completion. This process completes the following tasks.

    Confirm that the Session Security Level Required at Login field is set to None on the Profile for the user completing the Reset Reference Data step. If the value is set to High Assurance, the Reset Reference Data does not complete all tasks.

    After completing the Reset Reference Data step, return the Session Security Level Required at Login field to the original value.

    1. Creates the OpenAI credentials card under TMS Admin → Credentials.

    2. Inserts two AI models for use in the AI Console.

      1. gpt-4o

      2. gpt-4o-mini

    3. Updates and adds the Comdata v2.1 card to the Comdata credential card under TMS Admin → Credentials.

    4. Creates the Highway credentials card under TMS Admin → Credentials.

    5. The Fuel Card Assignment Type field value is set to Driver for any existing fuel card records.

    6. Inserts the following picklist values. (Object → Field → Picklist Value)

      1. Fuel Card → Fuel Card Provider → Comdata.

        1. The following field dependency is set on the Fuel Card → Card Type field.

        2. If necessary, include the values as shown above and click Save.

        3. EFS is set as the default value for the Fuel Card Provider field.

      2. Fuel Card → Status → Lost.

      3. Inbound Email → Status → Error.

      4. Insurance Policy → Source → Highway.

      5. Insurance Policy → Type → Contingent Auto, Contingent Cargo, Trailer Interchange.

      6. Load Posting → Load Board → DAT 2.

      7. Trip Event → Event Type → Accessorial Review.

      8. Trip Plan → Status → Pending Final.

      9. Trip Plan Segment → Status → Pending Final.

      10. Truck Posting → Source → Artimus.

        Any errors encountered while running the Release Update Job are sent to the email account for the User running the job. Errors can also be found in the Apex Jobs view.

  12. Upgrade from the sunsetting DAT SOAP endpoints to the REST endpoints. All orgs that utilize the DAT integration should complete this step.

    1. Enter new Credentials on the DAT 2 credentials card under TMS Admin → Credentials.

    2. See additional setup information here.

      The DAT integration is updating to the new REST end points. These new integration endpoints require new org and individual credentials in order to function properly. Please contact a DAT representative to receive these credentials.

  13. Configure the Artimusâ„¢ AI feature by completing the following steps.

    1. Add the following fields to the appropriate page layouts and lightning record pages.

      1. From Setup → Object Manager navigate to the Inbound Email object.

      2. Select the Page Layouts tab. Choose the Inbound Email page layout.

      3. Add the Type and Error Detail fields to the page layout.

      4. Click Save.

      5. Select the Lightning Record Pages tab. Choose the Inbound Email page.

      6. Add the Type and Error Detail fields to the page.

      7. Click Save.

      8. Navigate to the Load object.

      9. Select the Page Layouts tab. Choose the appropriate Load page layout.

      10. Add the AI Generated and AI Confidence Score fields to the page layout.

      11. Click Save.

      12. Select the Lightning Record Pages tab. Choose the appropriate Load page.

      13. Add the AI Generated and AI Confidence Score fields to the page.

      14. Click Save.

      15. Navigate to the Truck Posting object.

      16. Select the Page Layouts tab. Choose the appropriate Truck Posting page layout.

      17. Add the AI Generated and AI Confidence Score fields to the page layout.

      18. Click Save.

      19. Select the Lightning Record Pages tab. Choose the appropriate Truck Posting page.

      20. Add the AI Generated and AI Confidence Score fields to the page.

      21. Click Save.

      22. Navigate to the Mode object.

      23. Select the Page Layouts tab. Choose the appropriate Mode page layout.

      24. Add the AI Enabled field to the page layout.

      25. Click Save.

      26. Select the Lightning Record Pages tab. Choose the appropriate Mode page.

      27. Add the AI Enabled field to the page.

      28. Click Save.

      29. Navigate to the Transportation Profile object.

      30. Select the Page Layouts tab. Choose the appropriate Transportation Profile page layout.

      31. Add the AI Generated Customer Quote Status field to the page layout.

      32. Click Save.

      33. Select the Lightning Record Pages tab. Choose the appropriate Transportation Profile page.

      34. Add the AI Generated Customer Quote Status field to the page.

      35. Click Save.

  14. Setup the Highway Carrier Onboarding integration by completing the following steps. See Highway documentation for more specific setup instructions.

    1. Add the following fields to the appropriate page layouts and lightning record pages.

      1. From Setup → Object Manager navigate to the following Transportation Profile object.

      2. Select the Page Layouts tab. Choose the appropriate Carrier page layout.

      3. Add the Highway ID and Connection Status fields to the page layout.

      4. Click Save.

      5. Select the Lightning Record Pages tab. Choose the appropriate Carrier page.

      6. Add the Highway ID and Connection Status fields to the page.

      7. Click Save.

  15. Setup the Comdata Fuel Card integration by completing the following steps. See additional setup information here.

    1. Add the following fields to the appropriate page layouts and lightning record pages.

      1. From Setup → Object Manager navigate to the Driver object.

      2. Select the Page Layouts tab. Choose the appropriate Driver page layout.

      3. Add the Fuel Card Driver Number field to the page layout.

      4. Click Save.

      5. Select the Lightning Record Pages tab. Choose the appropriate Driver page.

      6. Add the Fuel Card Driver Number field to the page.

      7. Click Save.

      8. Navigate to the Fleet Asset object.

      9. Select the Page Layouts tab. Choose the appropriate Fleet Asset page layout.

      10. Add the Fuel Card Unit Number field to the page layout.

      11. Click Save.

      12. Select the Lightning Record Pages tab. Choose the appropriate Fleet Asset page.

      13. Add the Fuel Card Unit Number field to the page.

      14. Click Save.

      15. Navigate to the Fuel Card object.

      16. Select the Page Layouts tab. Choose the appropriate Fuel Card page layout.

      17. Add the following fields to the page layout.

        1. Allow Cash Off Network (Set this field as Read Only)

        2. Asset

        3. Assignment Type

        4. ATM Access (Set this field as Read Only)

        5. Card Balance (Set this field as Read Only)

        6. Card Type

        7. Cash Enabled (Set this field as Read Only)

        8. Cash Limit (Set this field as Read Only)

        9. Cash Reset Day(s) of Week (Set this field as Read Only)

        10. Cash Used (Set this field as Read Only)

        11. Diesel Gallon Limit (Set this field as Read Only)

        12. Employee Number

        13. Expiration Date

        14. Fuel Card Provider

        15. Fuel Limit (Set this field as Read Only)

        16. Fuel Purchase Allowed (Set this field as Read Only)

        17. Fuel Reset Day(s) of Week (Set this field as Read Only)

        18. Fuel Used (Set this field as Read Only)

        19. Masked Card Number (Set this field as Read Only)

        20. Multiple Transactions in an Hour (Set this field as Read Only)

        21. One Time Cash Limit (Set this field as Read Only)

        22. One Time Fuel Limit (Set this field as Read Only)

        23. Reefer Gallon Limit (Set this field as Read Only)

      18. Click Save.

      19. Select the Lightning Record Pages tab. Choose the appropriate Fuel Card page.

      20. Add the following fields to the page.

        1. Allow Cash Off Network (Set this field as Read Only)

        2. Asset

        3. Assignment Type

        4. ATM Access (Set this field as Read Only)

        5. Card Balance (Set this field as Read Only)

        6. Card Type

        7. Cash Enabled (Set this field as Read Only)

        8. Cash Limit (Set this field as Read Only)

        9. Cash Reset Day(s) of Week (Set this field as Read Only)

        10. Cash Used (Set this field as Read Only)

        11. Diesel Gallon Limit (Set this field as Read Only)

        12. Employee Number

        13. Expiration Date

        14. Fuel Card Provider

        15. Fuel Limit (Set this field as Read Only)

        16. Fuel Purchase Allowed (Set this field as Read Only)

        17. Fuel Reset Day(s) of Week (Set this field as Read Only)

        18. Fuel Used (Set this field as Read Only)

        19. Masked Card Number (Set this field as Read Only)

        20. Multiple Transactions in an Hour (Set this field as Read Only)

        21. One Time Cash Limit (Set this field as Read Only)

        22. One Time Fuel Limit (Set this field as Read Only)

        23. Reefer Gallon Limit (Set this field as Read Only)

      21. Click Save.

      22. Navigate to the Fuel Card Advance object.

      23. Select the Page Layouts tab. Choose the appropriate Fuel Card Advance page layout.

      24. Add the following fields to the page layout.

        1. Amount Loaded

        2. Fees (Set this field as Read Only)

        3. Load

        4. Subtract Fees

      25. Click Save.

      26. Select the Lightning Record Pages tab. Choose the appropriate Fuel Card Advance page.

      27. Add the following fields to the page.

        1. Amount Loaded

        2. Fees (Set this field as Read Only)

        3. Load

        4. Subtract Fees

      28. Click Save.

      29. Navigate to the Fuel Card Transaction object.

      30. Select the Page Layouts tab. Choose the appropriate Fuel Card Transaction page layout.

      31. Add the following fields to the page layout.

        1. Comdata Key

        2. Driver

        3. Fleet Asset

        4. Invoice Number

      32. Click Save.

      33. Select the Lightning Record Pages tab. Choose the appropriate Fuel Card Transaction page.

      34. Add the following fields to the page.

        1. Comdata Key

        2. Driver

        3. Fleet Asset

        4. Invoice Number

      35. Click Save.

    2. When setup is complete, stop the obsolete FuelCardTransactionJob and run the new FuelCardJob.

  16. Add preferred currency support for the Project44 integration.

    1. Add the following field to the Load lightning record page.

      1. Navigate a Load and select Setup → Edit Page.

      2. Add the Carrier Quote Preferred Currency field to the page.

      3. Click Save.

    2. Add the Carrier Quote Preferred Currency field to the Load TMS1 field set when creating Loads.

      1. Navigate to Setup → Object Manager.

      2. Search for and select the Load object.

      3. Choose the Field Sets tab and select TMS1.

      4. Add the Carrier Quote Preferred Currency to the field set.

      5. Click Save.

  17. Check the Enable Lane Preferences field from TMS Admin → Configuration. Complete the setup process described here.

  18. Changes to the Falvey insurance integration require additional setup.

    1. Any org that created a flow to address an issue with .PDF link URL must deactivate that flow. The issue where the URL did not return correctly has been fixed and a flow is no longer required.

  19. Update the Service URL and Test Service URL fields for all authorized users if continuing to use the DAT SOAP endpoints. Skip this step if using the new DAT 2 credentials for the REST endpoints.

    1. Navigate to TMS Admin → Credentials.

    2. Copy the following URL into the Service URL: https://cnx.dat.com/TfmiRequest

    3. Copy the following URL into the Test Service URL: https://cnx.staging.dat.com/TfmiRequest

    4. Click Save.

    5. Complete these steps for each DAT authorized user.
      Note: This card is deleted when DAT sunsets their SOAP end points. It is recommended to transition to the new DAT REST end points with the steps above.

  20. Make sure all required TMS batch jobs are running and/or scheduled. See the Batch Processes article for suggested run times.

Release Winter ‘25 Field/Field Set Modification Summary – TMS

Review fields added by the installation. Set CRUD access as needed.

Object

Field/Field Set

Action

Notes

AI Model

Add

New object for AI Load/Truck Posting support.

AI Model

API Name

Add

Support for AI Load/Truck Posting.

AI Model

Enabled

Add

Support for AI Load/Truck Posting.

AI Model

Is Custom Model

Add

Support for AI Load/Truck Posting.

AI Model

Is Trained

Add

Support for AI Load/Truck Posting.

AI Model

Model Name

Add

Support for AI Load/Truck Posting.

AI Model

Parent Model

Add

Support for AI Load/Truck Posting.

AI Model

Parent Model API Name

Add

Support for AI Load/Truck Posting.

AI Model Training Record

Add

New object for AI Load/Truck Posting support.

AI Model Training Record

AI Model Training Set

Add

Support for AI Load/Truck Posting.

AI Model Training Record

AI Parsed Text

Add

Support for AI Load/Truck Posting.

AI Model Training Record

Model Output

Add

Support for AI Load/Truck Posting.

AI Model Training Record

Name

Add

Support for AI Load/Truck Posting.

AI Model Training Record

System Prompts

Add

Support for AI Load/Truck Posting.

AI Model Training Record

Type

Add

Support for AI Load/Truck Posting.

AI Model Training Record

User Prompt

Add

Support for AI Load/Truck Posting.

AI Model Training Session

Add

New object for AI Load/Truck Posting support.

AI Model Training Session

AI Model

Add

Support for AI Load/Truck Posting.

AI Model Training Session

AI Model Training Set

Add

Support for AI Load/Truck Posting.

AI Model Training Session

API Session ID

Add

Support for AI Load/Truck Posting.

AI Model Training Session

Name

Add

Support for AI Load/Truck Posting.

AI Model Training Session

Status

Add

Support for AI Load/Truck Posting.

AI Model Training Set

Add

New object for AI Load/Truck Posting support.

AI Model Training Set

API File ID

Add

Support for AI Load/Truck Posting.

AI Model Training Set

Description

Add

Support for AI Load/Truck Posting.

AI Model Training Set

Name

Add

Support for AI Load/Truck Posting.

AI Model Training Set

Upload Status

Add

Support for AI Load/Truck Posting.

AI Parsed Text

Add

New object for AI Load/Truck Posting support.

AI Parsed Text

Carrier Service

Add

Support for AI Load/Truck Posting.

AI Parsed Text

Contact

Add

Support for AI Load/Truck Posting.

AI Parsed Text

Created Record Count

Add

Support for AI Load/Truck Posting.

AI Parsed Text

Customer

Add

Support for AI Load/Truck Posting.

AI Parsed Text

Input Text

Add

Support for AI Load/Truck Posting.

AI Parsed Text

Name

Add

Support for AI Load/Truck Posting.

AI Parsed Text

Output

Add

Support for AI Load/Truck Posting.

AI Parsed Text

Record Creation Status

Add

Support for AI Load/Truck Posting.

AI Parsed Text

Send Customer Quote

Add

Support for AI Load/Truck Posting.

AI Parsed Text

System Prompts

Add

Support for AI Load/Truck Posting.

AI Parsed Text

Type

Add

Support for AI Load/Truck Posting.

AI Parsed Text Record

Add

New object for AI Load/Truck Posting support.

AI Parsed Text Record

AI Parsed Text

Add

Support for AI Load/Truck Posting.

AI Parsed Text Record

Name

Add

Support for AI Load/Truck Posting.

AI Parsed Text Record

Record ID

Add

Support for AI Load/Truck Posting.

Driver

Fuel Card Driver Number

Add

Support for Comdata Fuel Card functionality.

Fleet Asset

Fuel Card Unit Number

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Allow Cash Off Network

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Asset

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Assignment Type

Add

Support for Comdata Fuel Card functionality.

Fuel Card

ATM Access

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Card Balance

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Card Type

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Cash Enabled

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Cash Limit

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Cash Reset Day(s) of Week

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Cash Used

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Diesel Gallon Limit

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Employee Number

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Expiration Date

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Fuel Card Provider

Modify

Support for Comdata Fuel Card functionality. Add Comdata to picklist options.

Fuel Card

Fuel Limit

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Fuel Purchase Allowed

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Fuel Reset Day(s) of Week

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Fuel Used

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Hashed Card Number

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Masked Card Number

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Multiple Transactions in an Hour

Add

Support for Comdata Fuel Card functionality.

Fuel Card

One Time Cash Limit

Add

Support for Comdata Fuel Card functionality.

Fuel Card

One Time Fuel Limit

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Reefer Gallon Limit

Add

Support for Comdata Fuel Card functionality.

Fuel Card

Status

Modify

Support for Comdata Fuel Card functionality. Add Permanent Hold and Lost as picklist options.

Fuel Card Advance

Amount Loaded

Add

Support for Comdata Fuel Card functionality.

Fuel Card Advance

Fees

Add

Support for Comdata Fuel Card functionality.

Fuel Card Advance

Load

Add

Support for Comdata Fuel Card functionality.

Fuel Card Advance

Subtract Fees

Add

Support for Comdata Fuel Card functionality.

Fuel Card Authority

Add

New object for Comdata Fuel Card functionality.

Fuel Card Authority

Fuel Card Authority Name

Add

Support for Comdata Fuel Card functionality.

Fuel Card Authority

Fuel Card Permissions

Add

Support for Comdata Fuel Card functionality.

Fuel Card Authority

User

Add

Support for Comdata Fuel Card functionality.

Fuel Card Transaction

Comdata Key

Add

Support for Comdata Fuel Card functionality.

Fuel Card Transaction

Driver

Add

Support for Comdata Fuel Card functionality.

Fuel Card Transaction

Fleet Asset

Add

Support for Comdata Fuel Card functionality.

Fuel Card Transaction

Invoice Number

Add

Support for Comdata Fuel Card functionality.

Inbound Email

Error Detail

Add

Email to Load/Truck Posting support.

Inbound Email

Status

Modify

Add Error value to picklist options.

Inbound Email

Type

Add

Email to Load/Truck Posting support.

Insurance Policy

Source

Modify

Add Highway value to picklist options.

Insurance Policy

Type

Modify

Add Contingent Auto, Contingent Cargo, and Trailer Interchange values to picklist options.

Lane Preference

Add

New object for Lane Preference functionality.

Lane Preference

Effective Date

Add

Support for Lane Preference functionality.

Lane Preference

Expiration Date

Add

Support for Lane Preference functionality.

Lane Preference

Lane

Add

Support for Lane Preference functionality.

Lane Preference

Name

Add

Support for Lane Preference functionality.

Lane Preference

Notes

Add

Support for Lane Preference functionality.

Lane Preference

Transportation Profile

Add

Support for Lane Preference functionality.

Lane Preference Carrier Service

Add

New object for Lane Preference functionality.

Lane Preference Carrier Service

Carrier Service

Add

Support for Lane Preference functionality.

Lane Preference Carrier Service

Equipment Type

Add

Support for Lane Preference functionality.

Lane Preference Carrier Service

Lane Preference

Add

Support for Lane Preference functionality.

Lane Preference Carrier Service

Name

Add

Support for Lane Preference functionality.

Lane Preference Carrier Service

Target Rate

Add

Support for Lane Preference functionality.

Load

AI Confidence Score

Add

Email to Load/Truck Posting support.

Load

AI Generated

Add

Email to Load/Truck Posting support.

Load

Carrier Quote Preferred Currency

Add

Support for Project44 currency codes.

Load

TMS3 Field Set

Modify

Support for the Artimusâ„¢ AI Console.

Load Posting

Load Board

Modify

Add DAT 2 to picklist options.

Mode

AI Enabled

Add

Support for AI Load/Truck Posting.

Mode

Highway Mode

Add

Support for Highway integration.

Transportation Profile

AI Generated Customer Quote Status

Add

Support for AI Load/Truck Posting.

Transportation Profile

Connection Status

Add

Support for Highway integration.

Transportation Profile

Highway ID

Add

Support for Highway integration.

Transportation Profile

Last Carrier Review Date

Modify

Inline Help Text includes SAFER/RMIS/Highway

Trip Event

Event Type

Modify

Add Accessorial Review to picklist options.

Trip Plan

Status

Modify

Add Pending Final as a picklist value.

Trip Plan Leg Accessorial

Add

New object for Fleet Driver pay functionality.

Trip Plan Leg Accessorial

Accessorial

Add

Support for Fleet Driver pay.

Trip Plan Leg Accessorial

Comment

Add

Support for Fleet Driver pay.

Trip Plan Leg Accessorial

Name

Add

Support for Fleet Driver pay.

Trip Plan Leg Accessorial

Payable

Add

Support for Fleet Driver pay.

Trip Plan Leg Accessorial

Quantity

Add

Support for Fleet Driver pay.

Trip Plan Leg Accessorial

Total

Add

Support for Fleet Driver pay.

Trip Plan Leg Accessorial

Trip Plan Leg

Add

Support for Fleet Driver pay.

Trip Plan Leg Accessorial

Unit

Add

Support for Fleet Driver pay.

Trip Plan Leg Accessorial

Unit Price

Add

Support for Fleet Driver pay.

Trip Plan Segment

Status

Modify

Add Pending Final as a picklist value.

Truck Posting

AI Confidence Score

Add

Support for AI truck postings.

Truck Posting

AI Generated

Add

Support for AI truck postings.

Truck Posting

Source

Modify

Support for AI truck postings.