Load Master Integrations
Preventative Maintenance Hub Readings Export from LoadMaster to RTA
- Program name: lmhubimp.cob
- An odometer audit record will be created. This allows for transactional data to know when that odometer was entered from LoadMaster.
- If using the Transfrt custom load option the work odometer readings are not validated against the maximum mileage check otherwise
- RTA vehicle work odometer readings are updated as long as the reading is not greater than Class Mileage Check(If the vehicle class record exists (MVC) and the setting is not zero) or the Max Miles Check in the System Switches (SSM Fuel Parameters #27)
LoadMaster table.fieldname | RTA translation |
|---|---|
tractor.company_id | facility.div_lme_company_id Used to determine the vehfile.facility |
tractor.id | Must match an existing RTA vehicle number (vehfile.vehicle) or cross reference number (vehunxrf.unitxref_num) as long as the vehicle facility still matches facility the from the company ID |
tractor.current_hub (in MILES) | vehrec2.last_rpr_odometer (in vehrec2.zveh_odom_type UNITS) |
tractor.hub_change_date | vehodaud.oa_date |
tractor.fleet_id | Not used |
tractor.serial_number | Not used |
Fuel Ticket History Export from LoadMaster to RTA
- Program name: lmfulimp.cob
- The Fuel Ticket History Export from LoadMaster to RTA will create a fueling record within RTA(Fuel History, Department Billing, and the Vehicle Audit File will all be updated. The Odometers will be updated as long as the odometer reading from the export is not greater than the Max United Specified in the Vehicle Class record(MVC). Imported Fuel Costs are treated as Tax Paid
LoadMaster table.fieldname | RTA translation |
|---|---|
fuel_ticket_hist.city | Not used |
fuel_ticket_hist.company | Not used |
fuel_ticket_hist.driver_id | fuel-hist-misc-2 |
fuel_ticket_hist.driver_name | Not used |
fuel_ticket_hist.fuel_stop_id | fuel-hist-misc-2 |
fuel_ticket_hist.fuel_volume | fuel-hist-gallons m-taxpaid fuel(1) |
fuel_ticket_hist.highway_fuel | See reefer_id and tractor_id |
fuel_ticket_hist.hub (in MILES) | Vehicle fuel odometer (in vehrec2.zveh_odom_type UNITS) fuel-hist-odom |
fuel_ticket_hist.id | Not used |
fuel_ticket_hist.invoice_id | fuel-hist-invoice |
fuel_ticket_hist.order_id | Not used |
fuel_ticket_hist.price | fuel-hist-price-gal |
fuel_ticket_hist.problem | fuel-hist-defect-flag |
fuel_ticket_hist.reefer_id | If highway_fuel = “N” this is used to load the vehicle record, must match an existing RTA vehicle number (vehfile.vehicle) or cross reference number (vehunxrf.unitxref_num) as long as the vehicle facility still matches the facility from the company ID |
fuel_ticket_hist.state | fuel-hist-stat vst-state |
fuel_ticket_hist.total_cost | fuel-hist-total-cost |
fuel_ticket_hist.tractor_id | If highway_fuel is not “N” this is used to load the vehicle record, must match an existing RTA vehicle number (vehfile.vehicle) or cross reference number (vehunxrf.unitxref_num) as long as the vehicle facility still matches the facility from the company ID |
fuel_ticket_hist.trailer_id | Not used |
fuel_ticket_hist.trans_date_time | fuel-hist-date fhst-tran-time last-fueling-date odom-date |
fuel_ticket_hist.users_id | fuel-hist-creator |
fuel_ticket_hist.void_date | Not used |
fuel_ticket_hist.zip_code | Not used |
fuel_ticket_hist.company_id | facility.div_lme_company_id Used to determine the vehfile.facility |
Mobile Communications Messages Export from LoadMaster to RTA
- Program name: lmmsgimp.cob
- This program will only import new vehicle notes. A note is considered on file if that date/time matches what is currently in the note record, and if the first 120 characters of the imported note match what is currently on file. The new note is then appended to the vehicle notes as a new note on the vehicle record.
LoadMaster table.fieldname | RTA translation |
|---|---|
unit_message.company_id | facility.div_lme_company_id Used to determine the vehfile.facility |
unit_message.message_text | vehnote.vehicle_note |
unit_message.message_date | vehnote.vehicle_note_date |
unit_message.unit | Must match an existing RTA vehicle number (vehfile.vehicle) or cross reference number (vehunxrf.unitxref_num) as long as the vehicle facility still matches the facility from the company ID |
unit_message.unit_type | Not used |
Customer and Payee Export from LoadMaster to RTA
- Program name: lmcstimp.cob
- The Customer and Payee export from LoadMaster to RTA will update customer records that are on file in the export file, or create a new customer for each new customer in the export file. Only the first Contact and Payee information is stored for each customer.
LoadMaster table.fieldname | RTA translation |
|---|---|
customer.company_id | facility.div_lme_company_id Used to determine the cusfile.customer_facility |
customer.id | Checks existing records for a match using (in order): custfile.customer_abbrev custfile.customer_number For new records it is used for both custfile.customer_number and custfile.customer_abbrev |
customer.name | custfile.customer_name |
customer.address1 | custfile.ship_address |
customer.address2 | custfile.ship_address2 |
customer.city | custfile.ship_address3 |
customer.state | custfile.ship_state |
customer.zip_code | custfile.shipping_zip_code |
customer.website_url | Not used |
customer.sic_code | Not used |
customer.salesperson_id | Not used |
customer.motor_carrier_id | Not used |
customer.is_active | If “Y” then custfile.cust_closed_flag = “N” If “N” then custfile.cust_closed_flag = “Y” |
customer.last_bill_date | Not used |
customer.last_pay_date | Not used |
customer.credit_check_date | Not used |
customer.credit_limit | custfile.credit_limit |
customer.credit_status | Not used |
customer.collections_id | Not used |
contact.phone | custfile.customer_phone |
contact.fax | Not used |
contact.email | custfile.cust_email_address |
contact.name | custfile.cust_contact |
payee.company_id | Not used |
payee.id | Not used |
payee.address1 | custfile.bill_address |
payee.address2 | custfile.bill_address2 |
payee.city | custfile.bill_address3 |
payee.state | custfile.bill_state |
payee.zip_code | custfile.bill_zipcode |
payee.name | custfile.bill_to_name |
payee.status | Not used |
Vendor Export from LoadMaster to RTA
- Program name: lmvndimp.cob
- This works essentially the same as the Customer and Payee Export, but vendor records are updated / created instead. Only the information from the first contact will be updated in the Vendor File.
LoadMaster table.fieldname | RTA translation |
|---|---|
vendor.company_id | facility.div_lme_company_id Used to determine the povndrs.vndr_facility |
vendor.id | povndrs.vndr_abbrev For new records a counter will be used for the povndrs.vndr_num |
vendor.address1 | povndrs.vendor_addr1 |
vendor.address2 | povndrs.vendor_addr2 |
vendor.city vendor.state | Concatenated into povndrs.city_state |
vendor.zip_code | povndrs.zip_code |
vendor.website_url | Not used |
vendor.tax_id | povndrs.tax_id_num |
vendor.tax_id_type | Not used |
vendor.name | povndrs.vndr_name |
vendor.is_active | Not used |
contact.name | povndrs.contact |
contact.phone | povndrs.phone |
contact.fax | povndrs.vendor_fax_number |
contact.email | povndrs.email |
Tractor and Trailer Import from RTA to LoadMaster
- Program name: lmvehexp.cob
- Creates a trailer record inside of LoadMaster if the Vehicle Size is listed as “Trailer”. Otherwise, a tractor record is created.
RTA Data | LoadMaster table.fieldname |
|---|---|
Company ID from vehicle’s facility (facility.div_lme_company_id) | tractor.company_id |
“A” if facility.div_active_sw = “A” “I” if facility.div_active_sw = “Z” | tractor.service_status |
vehfile.inservice_date | tractor.inservice_date |
tractor.outservice_date | |
vehfile.vehicle | tractor.id |
vehfile.vehicle_make | tractor.make |
vehfile.vehicle_model | tractor.model |
vehfile.year | tractor.model_year |
tractor.type_of | |
tractor.fleet_id | |
tractor_status | |
tractor.pay_owner | |
tractor.owner | |
vehfile.operator_driver | tractor.driver1_id |
tractor.assign_date | |
tractor.dispatcher_login | |
tractor.driver2_id | |
tractor.dispatcher | |
vehfile.license_plate | tractor.tag |
tractor.tag_state | |
tractor.tag_expire_date | |
vehfile.serial_number | tractor.serial_number |
vehfile.purchase_date | tractor.purchase_date |
tractor.inspection_date | |
tractor.liability_insured | |
vehfile.ins | tractor.insurance_amount |
tractor.liability_start_dt | |
tractor.liability_end_dt | |
vehrec2.last_rpr_odometer (in MILES) | tractor.a_maint_hub |
tractor.b_main_hub |
RTA Data | LoadMaster table.fieldname |
|---|---|
Company ID from vehicle’s facility (facility.div_lme_company_id) | trailer.company_id |
vehfile.vehfile | trailer.id |
"I" if facility is Inactive (facility.div_active_sw) or Archived (facility.div_archive_sw) or if the vehicle status code (vehcost.vhcst_status_code, vhstatcd.stat_system_status) is marked as inoperable | trailer.is_active |
trailer.empty | |
vehfile.inservice_date | trailer.inservice_date |
trailer.outservice_date | |
trailer.trailer_type | |
vehfile.vehicle_make | trailer.make |
vehfile.vehicle_model | trailer.model |
vehfile.year | trailer.model_year |
trailer.features | |
trailer.owner | |
trailer.trailer_group | |
Depends on syssize.nyseg_sw (SSM) Miscellaneous Parameter I #29 if “Alpha” then vehfile.gross_vol_weight if “Numeric” then vehfile.num_veh_gvw | trailer.weight |
vehfile.license_plate | trailer.license_no |
trailer.license_state | |
trailer.tag_expire_date | |
vehfile.serial_number | trailer.serial_number |
vehfile.purchase_date | trailer.purchase_date |
trailer.inspection_date | |
trailer.min_temp | |
trailer.max_temp | |
trailer.length_of | |
trailer.width | |
trailer.height | |
trailer.door_height | |
trailer.volume | |
trailer.floor_space | |
trailer.pallets |
Preventative Maintenance PM Messages Import from RTA to LoadMaster
- Program name: lmpmexp.cob
- Creates a record for vehicle PM’s with a status of “Past Due”, “Due Now” or “Due soon”
- Only creates a record the first time the PM status changes to any of the ones listed above
RTA Data | LoadMaster table.fieldname |
|---|---|
facility.div_lme_company_id (Company ID from vehfile.facility) | unit_message.company_id |
Not used | unit_message.driver_id |
Not used | unit_message.id |
Concatenation of vehpmfil fields pm_decription (pm_code) pm_status [due-units unit-label] | unit_message.message_text |
Current date | unit_message.message_date |
Not used | unit_message.new |
vehfile.vehicle | unit_message.unit |
“L” = if vehfile.vehicle_class is “Trailer” “T” = any other vehfile.vehicle_class | unit_message.unit_type |
vehfile.serial_number | unit_message.unit_serial_number |
“A” = Past due “C” = Due Soon | unit_message.pm_level |
Not used | unit_message.priority |
Not used | unit_message.status |
vehpmfil.pm_wo_num | unit_message.work_order |
Not used | unit_message.source |
VM Journal Entries Import from RTA Repair/Work Orders to LoadMaster
- Program name: lmwoexp.cob
- Only exports Work Order transactions that have not been exported previously.
- Does not calculate nor export tax and overhead costs.
- Flags the transactions that were exported as Exported, so as not to duplicate transactions.
- For VISION file systems, only WO transactions with a transaction date within the last 6 months will be processed (current month - 6). This is to reduce the time it takes to process.
- Exports transactions that have not been flagged as exported before. On Vision Systems, it will only look back in the last 6 months to see if something should be exported or not due to speed issues. This utility does not calculate nor export Tax/Overhead costs. After a transaction has been exported, it is flagged as exported so that it is not exported again as a duplicate.
RTA Data | LoadMaster table.fieldname | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
facility.div_lme_company_id (Company ID from wotrans.rop_create_facility) | journal_vm.company_id | ||||||||||||||
Transaction total (wotrans.rop_part_price * wotrans.rop_part_qty) | journal_vm.amount | ||||||||||||||
“REPO” | journal_vm.batch_code | ||||||||||||||
Not used | journal_vm.batch_number | ||||||||||||||
Not used | journal_vm.batch_seq | ||||||||||||||
Not used | journal_vm.correction | ||||||||||||||
Not used | journal_vm.facility_code_id | ||||||||||||||
facility.fac_name | journal_vm.facility_name | ||||||||||||||
| journal_vm.glid | ||||||||||||||
Not used | journal_vm.id | ||||||||||||||
Not used | journal_vm.post_date | ||||||||||||||
Not used | journal_vm.post_key | ||||||||||||||
Not used | journal_vm.post_module | ||||||||||||||
wotrans.rop_wrk_desc | journal_vm.descr | ||||||||||||||
wotrans.rop_ro_num | journal_vm.memo | ||||||||||||||
wotrans.rop_tran_date | journal_vm.transaction_date |
AP Vouchers Import from RTA Purchase Orders to LoadMaster
- Program name: lmpoexp.cob
- Only exports Closed Purchase Orders that have not been exported previously.
- Updates PO’s (pomstrfl) “po_has_been_billed” to “Y” and “po_bill_date” to the date exported
- For VISION file systems, only POs with a PO Date within the last 6 months will be processed (current month - 6). This is to reduce the time it takes to process.
- Exports Closed Purchase Orders that have not been exported previously. This process will not export closed Purchase Orders older than 6 months in a Vision System due to speed issues. After the Purchase Order has been exported, it is flagged as “Has Been Billed” and the Bill Date is updated with the date exported.
RTA Data | LoadMaster table.fieldname |
|---|---|
facility.div_lme_company_id (Company ID from pomstrfl.po_fac) | voucher.company_id |
counter | voucher.id |
PO Total (includes tax and receipt freight) | voucher.amount |
Not used | voucher.ap_division_id |
povndrs.vndr_accnt_num | voucher.ap_glid |
Not used | voucher.box_for_1099_total |
Not used | voucher.cash_glid |
Not used | voucher.check_number |
Not used | voucher.comments |
Not used | voucher.descr1 |
Not used | voucher.descr2 |
Not used | voucher.discount_percent |
Not used | voucher.discount_amount |
Not used | voucher.discount_date |
Not used | voucher.distribution_date |
Not used | voucher.due_date |
pomstrfl.po_invoice_date | voucher.invoice_date |
pomstrfl.po_invoice_num | voucher.invoice_number |
Not used | voucher.login |
pomstrfl.po_number | voucher.purchase_order_no |
Not used | voucher.vendor_addr_code |
povndrs.vndr_abbrev | voucher.vendor_id |
“R” | voucher.voucher_type |
RTA Data | LoadMaster table.fieldname |
|---|---|
facility.div_lme_company_id (Company ID from pomstrfl.po_fac) | voucher_dist.company_id |
counter (matches voucher.id) | voucher_dist.voucher_id |
PO Receipt total (includes tax and freight) | voucher_dist.amount |
Not Used | voucher_dist.deduct_code_id |
polinefl.po_lin_part_name | voucher_dist.descr |
polinefl.po_lin_accnt | voucher_dist.glid |
Not used | voucher_dist.id |
Not used | voucher_dist.payee_id |
Not used | voucher_dist.percentage |
porecvfl.rcvd_tran_num | voucher_dist.sequence |
Invoices and Settlement Deductions Created from RTA Invoice Posting Import to LoadMaster
- Program name: lminvexp.cob
This program exports Work Order Invoices. After the Invoice has been exported, the Work Order will be flagged as exported, so as not to duplicate invoices.
RTA Data | LoadMaster table.fieldname |
|---|---|
facility.div_lme_company_id (Company ID from wofile.ro_fac) | open_item.company_id |
WO Total (includes tax and shop supplies) | open_item.amount |
Not used | open_item.ar_reason_code_id |
wofile.ro_invoice_date if set else wofile.ro_end_date | open_item.bill_date |
custfile.customer_abbrev | open_item.customer_id |
wofile.ro_invoice_date if set else wofile.ro_end_date | open_item.gl_date |
Not used | open_item.id |
Not used | open_item.invoice_id |
Not used | open_item.invoice_no |
wofile.ro_invoice_num if set else wofile.ro_num | open_item.order_id |
Not used | open_item.post_key |
Not used | open_item.post_module |
Not used | open_item.record_type |
Not used | open_item.reference_no |
Not used | open_item.remark |
wofile.ro_invoice_date if set else wofile.ro_end_date | open_item.ship_date |
Not used | open_item.source |
RTA Data | LoadMaster table.fieldname | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
facility.div_lme_company_id (Company ID from wofile.ro_fac) | journal_vm.company_id | ||||||||||||||
Transaction total (wotrans.rop_part_price * wotrans.rop_part_qty) or total amount of Tax/Shop Supplies | journal_vm.amount | ||||||||||||||
“INV” | journal_vm.batch_code | ||||||||||||||
Not used | journal_vm.batch_number | ||||||||||||||
Not used | journal_vm.batch_seq | ||||||||||||||
Not used | journal_vm.correction | ||||||||||||||
Not used | journal_vm.facility_code_id | ||||||||||||||
facility.fac_name | journal_vm.facility_name | ||||||||||||||
| journal_vm.glid | ||||||||||||||
Not used | journal_vm.id | ||||||||||||||
Not used | journal_vm.post_date | ||||||||||||||
Not used | journal_vm.post_key | ||||||||||||||
Not used | journal_vm.post_module | ||||||||||||||
wotrans.rop_wrk_desc for transactions or “Shop Supplies”, “ACF”, “GST”, “Tax” | journal_vm.descr | ||||||||||||||
wotrans.rop_ro_num | journal_vm.memo | ||||||||||||||
wotrans.rop_tran_date for transactions or wofile.ro_invoice_date if set else wofile.ro_end_date | journal_vm.transaction_date |