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.

Batch Job	Purpose	Run Now Action	Schedule Action	‘Not Applicable’ Status Condition	Configuration Location
ARCalculationJob	Calculates A/R balances and credit limits. Note: A/R Calculate Balances and A/R Calculated Shared Credit Limit calculations are processed as Platform Events.	Active - runs job immediately	Active - schedules job for 5 am	Customer Credit Limits not enforced	TMS Admin → Configuration → Enforce Customer Credit Limits Checkbox
BanyanJob	Retrieves load status and documents for Banyan loads.	Inactive - invoked by LoadStatusUpdateJob	Inactive - invoked by LoadStatusUpdateJob	Banyan API credentials inactive	TMS Admin → Credentials → Banyan credential Enabled checkbox
CarrierEngagementAutomationJob	Processes auto-tender loads.	Active - runs job immediately
CarrierMonitorHighwayJob	Requests Carrier Onboarding Packets. Receives and processes Carrier alerts. Syncs Carrier information. See more specific Highway integration information.	Active - runs job immediately	Inactive - schedules itself upon completion	Highway API credentials inactive	TMS Admin → Credentials → Highway credential Enabled checkbox
CarrierMonitorJob	Appends/Refreshes the Carrier Watch list and Downloads SaferWatch FMCSA scoring changes for monitored Carriers.	Active - runs job immediately	Active - schedules job for 6 am	SaferWatch API credentials inactive	TMS Admin → Credentials → SaferWatch credential Enabled checkbox
CarrierMonitorMCPJob	See details of the MyCarrierPackets batch job in the MyCarrierPackets article.	Active - runs job immediately	Inactive - schedules itself upon completion	MyCarrierPackets API credentials inactive	TMS Admin → Credentials → MyCarrierPackets credential Enabled checkbox
CarrierMonitorRMISJob	RMIS download of new Carriers and changed Carriers.	Active - runs job immediately	Inactive - schedules itself upon completion	RMIS API credentials inactive	TMS Admin → Credentials → RMIS credential Enabled checkbox
EDIWatcherJob	Monitors the EDIJob and restarts if it fails.	Active - runs job immediately	Inactive - schedules itself upon completion	All EDI credentials inactive	TMS Admin → Credentials → Kleinschmidt, Cleo or Custom EDI credential Enabled checkbox
EDIJob	Receives EDI 204 Load Tender, EDI 990 Load Tender Response, EDI 214 Load Status, and EDI 210 Load Invoice transactions. Sends outbound 214 and 990 transactions when Platform Events are NOT enabled.	Inactive - initiated by EDIWatcherJob	Inactive - schedules itself upon completion	All EDI credentials inactive	TMS Admin → Credentials → Kleinschmidt, Cleo or Custom EDI credential Enabled checkbox
FleetManagementJob	Manages all Fleet Management functions while using Samsara. Fleet Management Job is deprecated in the Summer ‘25 release. Run Fleet Management Job 3 to complete these actions.	Active - runs job immediately	Inactive - schedules itself upon completion	ALWAYS APPLICABLE	TMS Admin → Configuration → Fleet Management Enabled box Checked and Fleet Management Job selected.
FleetManagementJob2	Manages all Fleet Management functions for the Catena integration.	Active - runs job immediately	Inactive - schedules itself upon completion	ALWAYS APPLICABLE	TMS Admin → Configuration → Fleet Management Enabled box Checked and Fleet Management Job 2 selected.
FleetManagementJob3	Manages all Fleet Management functions for the Samsara integration. Fleet Management Job 3 replaces the original Fleet Management Job. The Emergency Run action bypasses the Salesforce batch scheduler and runs all actions except for those that only run once per day. Uncheck the Fleet Management Enabled field and click Save to stop the job while it is running.	Active - runs job immediately	Inactive - schedules itself upon completion	ALWAYS APPLICABLE	TMS Admin → Configuration → Fleet Management Enabled box Checked and Fleet Management Job 3 selected.
FreightPlanManagementJob	Calculates Freight Plan cost allocations and status.	Active - runs job immediately	Active - schedules job for 5 pm	Freight Plans not enabled	TMS Admin → Configuration → Freight Plans Enabled checkbox
FuelCardJob	Collects all Comdata credentials. Retrieves all fuel cards for all Comdata credentials. Retrieves any intraday transactions since the last time the job ran. Retrieves and creates EFS fuel card transactions.	Active - see Fuel Card Management	Active - runs job (self-scheduling, 3 hours after the previous job finishes)
FuelIndexUpdateJob	Downloads fuel index updates from the EIA and then runs the FuelSurchargeUpdateJob.	Active - runs job immediately	Active - schedules job for 6 pm	EIA API credentials inactive	TMS Admin → Credentials → EIA credential Enabled checkbox
FuelSurchargeUpdateJob	Updates fuel surcharges on quotes and invoices based on changes to fuel indexes and Breakthrough Fuel API calls.	Inactive - initiated by FuelIndexUpdateJob	Inactive - initiated by FuelIndexUpdateJob	EIA API credentials inactive	TMS Admin → Credentials → EIA credential Enabled checkbox
IFTAStateReportJob	Queries all Trip Plan Segments. Trip Plan State Reports are created for all Segments with a Completed/Pending Final Status.	Active - runs job immediately	Active - schedules job for 12 am	IFTA Mileage Reporting not enabled	TMS Admin → Configuration → IFTA Mileage Reporting Enabled Checked
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. This job is deprecated in the TMS Fall ‘24 release. The LoadAndTruckPostingManagementJob2 controls Load Board and Truck Postings. Values of the Load Posting Refresh Interval** are set on TMS Admin → Configuration. Setting values of 15 or 30 minutes are refreshed every 60 minutes instead when running this job.	Active - runs job immediately	Inactive - initiated by itself upon completion	All Load Board API credentials inactive	TMS Admin → Credentials → DAT, ITS, PE, or TransCore credential Enabled checkbox
LoadAndTruckPostingManagementJob2	Creates, updates, and deletes Load and Truck Postings and uploads Book it Now Carriers to Load Boards. The job batch size is 10. Load Postings are refreshed according to the Load Posting Refresh Interval (Minutes) field. Truck Postings are removed according to the Truck Posting Retention Period (Days) field.	Active - runs job immediately	Inactive - initiated by itself upon completion Runs every 15 minutes	All Load Board API credentials inactive	TMS Admin → Credentials → DAT, ITS, PE, or TransCore credential Enabled checkbox
LoadDexDataUploadJob	Uploads load lane/revenue/cost information to LoadDex.	Active - runs job immediately	Active - schedules job for 7 pm	LoadDex API credentials inactive	TMS Admin → Credentials → LoadDex credential Enabled checkbox
LoadStatusUpdateJob	Requests load status updates from API and email Carriers.	Active - runs job immediately	Inactive - initiated by itself upon completion	Load Status API Frequency and Load Status Email Frequency set to blank	TMS Admin → Configuration → Load Status API Frequency (Hrs) and Load Status Email Frequency Hrs picklists
QueuedTransactioJob	Processes queued inbound and outbound transactions. Jobs run in parallel with volume.	Active - runs job immediately	Inactive - initiated by itself upon completion	ALWAYS APPLICABLE
RecurringLoadScheduleJob	Clones recurring loads and freight plans based on creation schedules.	Active - runs job immediately	Active - schedules job for 4 am	No Recurring Load Schedules exist	TMS Admin → Recurring Load Schedules
SMC3EVAJob	Initiates tracking sessions one day prior to the Expected Ship Date when tracking via the SMC3 EVA integration. Runs twice a day, 12 hours apart.	Active - runs job immediately	Inactive - schedules itself upon completion	SMC3 EVA API credentials inactive	TMS Admin → Credentials → SMC3 EVA credential Enabled checkbox

Scheduled action times are set by the time zone of the user scheduling the job.

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. Note: Request for Quote emails are sent as an asynchronous Future Method. If a Future Method fails while processing the Request for Quote email send, a Queued Transaction record is created with a Failed status. The email send operation is retried as a Queued Transaction. See Salesforce documentation here.	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. Note: For orgs with Accounting Seed installed.	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.