branch file maintenance -...

10.Branch File MaintenanceInformation on setting up and using branch profiles is provided on the following pages:

What is a branch profile?....................................................................................................10.2Tracking orders without using branches.......................................................................10.3Using branches as cost centers....................................................................................10.4Using branches as booking and executing entities.......................................................10.5

Using the Branch Maintenance window..............................................................................10.6Field definitions............................................................................................................10.6Adding a branch record..............................................................................................10.11Opening an existing branch record.............................................................................10.11Making a branch inactive............................................................................................10.12Deleting a branch.......................................................................................................10.12Recording a branch's holidays....................................................................................10.13

Setting up branches as cost centers.................................................................................10.14Required TrackBranch settings when using branches to identify cost centers 10.14

Specifying the name to be used for Branch fields.......................................................10.15Assigning cost centers to users........................................................................................10.16Associating cost centers with companies and resources..................................................10.17Using cost centers as restrictions in Dispatch..................................................................10.20Defaulting branch fields in scroll windows to Unknown....................................................10.22

TrackBranchScrolls..........................................................................................10.22Understanding where branches replace booking revenue types......................................10.23

Viewing the Branch field in TMWSuite........................................................................10.24

Copyright © 2013 TMW Systems, Inc. 1 Revised: 5/2013A Business Confidential Document.

Branch File Maintenance

What is a branch profile?Typically, a profile defines a single type of entity, such as a driver or company. Users of TMWSuite cannot change the definition of what such profiles represent, or how they are used in the system. However, branch profiles are profoundly different from other profile because they are the only ones that are optional. If you choose to use them, your setup determines what they represent, as well as how they influence your use of the system. At an elementary level, TMW designed them to represent cost centers. Branch-related functionality has been coded to allow you to extend the meaning of what a branch is. Branch functionality is enabled by means of the TrackBranch General Info Table key. Settings for this key allow you to define branches as either of the following:

Cost centersWhen branches are defined as cost centers, they are considered to be booking terminals. When an order is created, it is stamped with the terminal (branch) that booked the load. You can use branches in this manner without purchasing any additional modules. This usage of branches is the focus of this chapter. Booking and executing entitiesA booking entity can represent a booking terminal. It also can represent a customer service representative who works for a booking terminal. Note: If customer service representatives will enter orders for the companies they monitor, they will need TMWSuite user profiles. The word executing refers to a site or person that is responsible for managing the activities of third party carriers, which may include dispatching carriers on trips. An executing entity can represent an executing terminal. It also can represent a carrier service representative who works for an executing terminal. Note: If carrier service representatives will be assigning the carriers they monitor on trips, they will need TMWSuite user profiles. To use branches as booking and executing entities, you must purchase one or both of the following: The Enhanced Brokerage module, which includes the Status Based Loads Grid

feature. That feature allows company and carrier service representatives to create, track, and dispatch loads. It is also used to track commissions for those representatives.

The CRM (Company/Carrier Relations Management) Right application, which allows company and carrier service representatives to track customer and carrier calls, appointments, and other activities.

File Maintenance 2 Revised: 5/2013TMWSuite


Tracking orders without using branchesBy default, the TrackBranch key is not active. If you want, you can use entries in the RevType1 label to identify terminals. The Bk: RevType1 field on the order header is designed to identify the terminal that booked the order. When tracking loads in this manner, typically you would:

Associate users with a RevType1 (terminal) value in their profiles. Set up the system to copy users' RevType1 value to the Bk: RevType1 (ord_booked_revtype1) field for orders they create in Order Entry.

Once the order is saved, the Bk: RevType1 field becomes read-only. You cannot reassign an order to a different terminal.

Note: For details on setting up the system to automatically copy a users' RevType1 value to the Bk: RevType1 field when they create orders, see the chapter "Performing Order Entry setup procedures" in the Order Entry guide.

Using RevType1 values is a simple way to track orders booked by specific terminals. However, because a terminal is represented by a label entry, there is no way to track other details about it. When you enable the branch tracking feature, you can use branch profiles to capture much more detail and, if you have purchased Enhanced Brokerage and/or CRM Right, branch profiles become the springboard for additional features.When the TrackBranch key is enabled, it has two significant effects on the ord_booked_revtype1 field, wherever it is displayed in all applications:

The drop-down for the field no longer displays RevType1 values. Instead, it displays a list of branches. Its name changes to reflect the name specified in String2 of the TrackBranch key.Note: There are some exceptions. In some windows, the field name is Branch, regardless of what is in String2. For more information, see Understanding where branches replace booking revenue types.



Using branches as cost centersTypically, asset-based companies use the cost center setup. If you have not purchased Enhanced Brokerage or CRM Right, there is no need to differentiate between booking and executing terminals. Terminals are simply considered cost centers. Using branch profiles to represent them enables you to record details about terminals that would not be possible if you used RevType1 entries to represent them. When you use branches as cost centers, you can identify each cost center's orders, based on user profiles. You assign cost centers (branches) to users in their profiles, just as you would a RevType1 value. When users create orders, those orders are flagged with their cost centers in the Branch field, instead of a RevType1 value in the Bk: RevType1 field.

Branch field on user profile Branch field on order header

If needed, the cost center associated with an order can be changed.

Notes: 1. When the TrackBranch General Info Table setting has a String1 value of Y, the

system will: Require orders to have a specified branch before they can be saved. Default the user's branch value as a restriction in windows used to look up

orders throughout the system. 2. If you want only certain users to have the ability to change an order's cost

center, you can use field-level security to restrict which users can edit the Branch field.



Using branches as booking and executing entitiesTMW's Status Based Loads Grid and CRM Right modules require that you use branches to:

Represent your customer service structure as booking terminals and identify the customer service representatives who handle the customers associated with those terminals. Represent your carrier service structure as executing terminals and link the carrier service representatives who handle the carriers associated with those terminals.

The Status Based Loads Grid feature is designed for freight brokers, and is available to clients as part of the Enhanced Brokerage module. It allows you to track trip segments that have been assigned to customer service and carrier representatives, and the commissions your representatives earn. CRM (Customer/Carrier Relations Management) Right is a calendar-based add-on application that allows customer service representatives and carrier service representatives to create and update customer and carrier profiles, respectively, as well as schedule and log calls and activities, create rate quotes, and book orders. It is purchased separately from Enhanced Brokerage. You can use CRM Right without Enhanced Brokerage, or in combination with it. For both products, your company's booking and executing terminal structure is graphically depicted in an organizational tree, as shown here:

Status Based Loads Grid's Branch Tree

CRM Right Org Tree

Note: The focus of this chapter is the use of branches as cost centers. For complete details on setting up branches for the add-on modules, see:

The "Setting up the system to use the Status Based Loads grid" chapter in the Status Based Loads Grids guide. The Terminal and CSR setup topic in the CRM Right help, or the CRM Right guide, which is the PDF version of the help.



Using the Branch Maintenance windowYou record branch profile information in the Branch Maintenance window. To access it, go to Edit > Branch Maintenance, or click Branch in the sheet toolbar.

Field definitionsThe top section of the Branch Maintenance window contains the following fields:

Location Id Unique, user-defined code that identifies the branch record.

For a terminal, the ID assigned to the terminal. For a customer or carrier service representative, the person's user ID.Note: Customer service representatives who will be entering orders for companies must have a TMWSuite user profile. If you want, you can use the ID from the rep's user profile for his/her branch profile. Likewise, if the branch profile is for a carrier service representative who has a TMWSuite user profile, you can use the same ID for his/her branch.

A maximum of eight alphanumeric characters is allowed.



Location Name For a terminal, the name assigned to it. For a customer or carrier service representative, the person's name.

Address Two address lines are provided, each accepts up to 40 characters.

City For a terminal, the city in which it is located. For a customer or carrier service representative, the city where the person lives.

Zip Five-digit or nine-digit ZIP Code or postal code.

State State/province in which the terminal or representative is located. If a city has been entered, the State field automatically displays the associated state/province. If no city has been entered, you can select the state/province from the drop-down list.

Country This field is display only. The system automatically displays the country for the city/state you entered.

Address 2 Street address for a secondary branch location. Two address lines are provided, each consisting of up to 40 characters.

City 2 City/state for the secondary branch location.

Zip 2 Five- or nine-digit ZIP Code or postal code for the secondary branch location.

Country 2 This field is display only. The system automatically displays the country for the city/state you entered for the secondary branch location.

Acctg Type This field applies if you use the Status Based Loads Grid feature. When you select the Acct Payable option, the system displays the Default Tariff and Max fields. You use these additional fields when setting up the Status Based Loads Grid add-on module's commission tracking. For details, see:Guide: Status Based Loads Grid | Chapter: Setting up the system to use the Status Based Loads grid | Section: Creating branch profiles for brokerage representatives

Contact Applies to terminals. Name of the person who is the primary contact at the terminal.

Phone Area code and phone number.



Fax Area code and fax number.

Tax ID For a terminal, the tax identification number. For a customer or carrier service representative, the person's social security number.

Email For a terminal, the primary contact’s e-mail address. For a customer or carrier service representative, the person's e-mail address.

Currency Currency used by the terminal or representative. Select the appropriate option from the drop-down list. The options are defined in the Currencies label file, accessed in System Administration.Note: Entries in this field are informational only.

Web Site Applies to terminals. The URL address for the company website.

Parent This field applies when you use branches to identify both: Cost centers as booking and/or executing terminals. Customer service and/or carrier service representatives

who work at the cost centers.Both the Status Based Loads Grid and CRM Right add-on modules use this organization of branches and sub branches. In the branch profile for a booking or executing representative, your selection in this field identifies the branch that is that entity's supervisor.Note: Status Based Loads Grid and CRM Right are licensed add-on modules that must be purchased separately from the base TMWSuite system. For more information, contact TMW Sales.



Booking Terminal This check box is available only when you are set up to use booking and executing terminals. It is selected by default. Leave it selected it if the branch represents either of the following:

A booking terminal A customer service representativeNote: To identify the booking terminal for which the customer service representative works, you must select that terminal in the Parent field.

Notes: 1. The name used for this check box is controlled by your

entries in the TrackBranch setting's String2 field and in the BookingTerminal label's Name field.

2. By default, a branch can be a Booking terminal or an Executing terminal. When you have the BranchTerminalTypeRestricted=N setting in the [Dispatch] section of your TTS50.ini file, a branch can be flagged as both.

Executing Terminal

This check box is available only when you are set up to use booking and executing terminals. Select it if the branch represents either:

An executing terminal A carrier service representativeNote: To identify the booking terminal for which the customer service representative works, you must select that terminal in the Parent field.

Notes: 1. The name used for this check box is controlled by your

entries in the TrackBranch setting's String3 field and in the ExecutingTerminal label's Name field.

2. By default, a branch can be a Booking terminal or an Executing terminal. When you have the BranchTerminalTypeRestricted=N setting in the [Dispatch] section of your TTS50.ini file, a branch can be flagged as both.

Protect? This check box applies only to branches identified as Executing Terminals. It allows you to specify that the branch recorded on an order as the Executing Terminal cannot be changed once the order is saved.



The window contains a number of custom fields. Do not make entries in them unless you are advised to do so by your TMWSuite Support representative.

Acctg Prefix Hour/Week Billing Note Hrly Rate Comparison Flag Lead Basis Date Basis NIWO Id DblTime Pay Period Guaranteed Hrs Dly Guaranteed Hrs Pay To Hour/Day Sttlmnt Calc

Five tabs are shown at the bottom of the Branch Maintenance window. These tabs provide a quick way to link a branch with companies and resources. Doing so makes order entry and dispatch easier because you can use scroll windows to look up records associated with a specific branch.

If you are using branches as cost centers, see Associating cost centers with companies and resources.If you are using branches as booking and executing entities for the Status Based Loads Grid or CRM Right add-on modules, you must associate:

Companies with their customer service reps Carriers with their carrier service reps

For details on associating branches with carriers, see: Guide: Status Based Loads Grid | Chapter: Setting up the system to use the Status Based Loads Gridor The Terminal and CSR setup topic in the CRM Right help, or the CRM Right guide, which is the PDF version of the help.



Adding a branch recordBranch profiles are created in File Maintenance.1. To open the Branch Maintenance window, do one of the following:

Click Branch. Select Edit > Branch Maintenance.A blank Branch Maintenance window opens.

2. Enter data in all appropriate fields. Leave those fields that do not apply blank.

3. Click Save. The system copies the unique ID you entered in the Location ID field to the Branch field.Note: To access this profile in the future, you will need to know this ID.

Opening an existing branch recordTo view the profile of a branch already entered into the system, do the following:

1. Select Edit > Branch Maintenance, or click Branch. A blank Branch Maintenance window is displayed.

2. In the Branch field, enter the branch ID.3. Do one of the following to display the branch profile:

Press ENTER. Select File > Open.

Click Open.



Making a branch inactiveYou cannot delete a branch that has been used on an order. If you have a branch profile that is no longer needed, you can make it inactive.

Warning: The Show Retired Items check box selected in the Set List Box Property window does not override inactive branches. The window is accessed from the Tools menu in all base applications.

Before retiring a branch, you must disassociate it from users and resources that are linked to it.

Changing branches linked to resourcesUse the tabs in the bottom of the Branch Maintenance window to view lists of companies, tractors, trailers, and drivers that are linked to the branch you want to make inactive. For details on using the tabs, see Associating cost centers with companies and resources. Changing branches in user profilesReview the profiles of users in your database to determine which users are linked to the branch you want to inactivate. Make a new assignment for each user linked to the branch you are making inactive. For details on linking users with branches, see Assigning cost center s to user s .

After you have severed associations, you are ready to retire the branch. Select the Retired check box in the branch profile. This will prevent the branch ID from appearing in drop-down lists.

Note: If you are set up to use branches as booking and executing entities, you must sever a branch's associations with companies and carriers before retiring it. For more information on linking branches to companies and carriers, see the:

Guide: Status Based Loads Grid | Chapter: Setting up the system to use the Status Based Loads Grid The Terminal and CSR setup topic in the CRM Right help, or the CRM Right guide, which is the PDF version of the help.

Deleting a branchIf you have not yet used a branch on an order, you can delete it by following these steps:1. With the branch that you want to delete displayed in the Branch Maintenance

window, do one of the following:

Click Delete. Select File > Delete.



In the Branch Maintenance confirmation message, click Yes to confirm the deletion.

Recording a branch's holidaysWhen a branch is linked to a specific client contract or operation, it may have contractual days that relate to downtime. For example, if a branch represents an entity that works with your Canadian customers, they will have different holidays than your U.S. customers. Or, a branch may represent a customer that has shutdown periods during the year, during which your employees may be forced to take their time off. The Maintain Branch Holidays window allows you to organize and assign holiday hours to a branch.

Note: Branch-related holidays are informational only. They are not used elsewhere in the system.

To add branch holidays, complete the following steps.1. In the Branch Maintenance window, click the Holiday Maintenance button.

2. In the Maintain Branch Holidays window, click Add to create a new row.



3. Select the appropriate branch from the Branch field drop-down list.Note: If you have a branch profile displayed, the Branch field defaults to that branch.

4. In the Holiday Date field, enter the date.Note: To delete a branch holiday, select its row and click Delete.

5. To save your entries and exit the window, click Close.

Setting up branches as cost centersWhen you set up the system to use cost centers, you associate users with the cost centers. This association is recorded on all orders a user creates, and controls which orders a user can retrieve for editing or dispatching. It also controls the orders a user can retrieve for billing and settlements. You use the TrackBranch General Info Table setting to accomplish this.The entries described below set up the system to:

Allow you to associate a user with a cost center in the user's profile. Automatically default each user's cost center on the orders they create. Automatically use a user's cost center as a restriction in order lookup windows.

Required TrackBranch settings when using branches to identify cost centers

Applies to TMWSuite: 2005.04_10.0741 and laterString1 Activates branch configuration functionality in TMWSuite.

YThe system requires orders to have a branch (cost center) specified before they can be saved. To facilitate meeting this requirement, the system allows users to be associated with branches (cost centers) in their profiles. When you do this, the system will:

Automatically stamp a user's cost center on the orders the user creates. Allow the cost center to be changed after the order has been saved. Allow a user to retrieve only orders for his/her own cost center in lookup windows. Automatically stamp the user's cost center on any company, driver, tractor, trailer, or carrier profile the user creates. Allow a user to retrieve only company and resource records associated with his/her own cost center in lookup windows.



Required TrackBranch settings when using branches to identify cost centers

String2 Identifies the source of the branch field name used throughout the system. Branch

The system uses the value recorded in the Branch label's Name field to identify branch fields throughout the system.Note: These windows will not display the name from the Branch label:

Find Invoices scroll window Restrict Invoices on Hold Restrict Invoices on Hold for Audit Additional Header Information Pay To File Maintenance Restrict Settlement Data Trips Ready to Settle retrieval queue

String3 This field is not applicable for using branches to identify cost centers.Int4 This field is not applicable for using branches to identify cost centers.Additional notes

For details on setting up branches as cost centers, see the File Maintenance guide's Branch File Maintenance chapter.

Specifying the name to be used for Branch fieldsThe name used for most branch fields is controlled by:

Entering Branch in the TrackBranch General Info Table setting's String2 field. Your entry in the Branch label's Name field.



The name entered in the Branch label will be displayed in branch fields throughout the system. For more information, see Viewing branch fields in TMWSuite.

Note: In the windows listed below, the names of the Branch fields are hard-coded as Branch. As a result, they do not show the display name entered in the Branch label.

Restrict Invoices on Hold Restrict Invoices on Hold for Audit Additional Header Information Pay To File Maintenance

Assigning cost centers to users You can link a user to a cost center by recording it in the user's profile. When you assign a cost center to a user, the system automatically records it on any orders the user creates. It also records it on any company, tractor, trailer, or carrier profiles the user creates. Users are linked to cost centers in the Edit User Profiles window, accessed in the System Administration application.

1. Click Users in the frame toolbar to open the Edit User Profiles window.Note: If this is the first time you selected this option during your current session, the login window will display. Enter your server's system administrator login and password and then click OK.



2. In the User Maintenance window, double-click a user’s name in the User List section.

3. The profile opens in the Edit User Profiles window:

4. In the Branch field, select the user's cost center.Notes: 1. The field name is user-defined in the Branch label in System Administration. 2. The system will use this value on any orders the user creates. 3. The field default value is UNK. If you do not want to assign a cost center to a

user, you should select the Unknown option from the drop-down list. Leaving the field at the default value may cause unpredictable results.

5. Click Save.6. Click Close.



Associating cost centers with companies and resourcesResources can be associated with cost centers in three ways:

The system automatically assigns the cost center recorded in a user's profile when the user creates a new company, driver, tractor, or trailer profile. Note: In addition to creating company and resource profiles in File Maintenance, you can create them on the fly using the quick add windows. When a user adds resources using these windows, the system does not stamp them with his/her cost center. However, when a user creates a company record using the Add New Company window, his/her cost center is stamped on the company record. In the Tractor File Maintenance window and Trailer File Maintenance window, the Classification section includes the Branch field, which is used to specify the association. This field is useful for making associations in tractor or trailer profiles that existed before you set up the system to use branches as cost centers, or to change a cost center assignment. The Driver File Maintenance window does not provide a field for associating a driver with a cost center. However, a driver will be assigned a cost center if the user creating the profile is assigned to one; a driver can be assigned to a cost center in the cost center's branch profile; the Add New Driver window's Branch field allows you to associate a driver with a cost center when you are adding a driver on the fly.



The Brokerage section of the Company File Maintenance window's Additional Details sub window includes the Branch field, which is used to specify the association.

To access the Additional Details sub window, click to the right of the Comments section. Click it again to close the window.



The Branch File Maintenance window's Driver, Tractor, and Trailer tabs allow resources to be associated with the cost center.

To use the Branch File Maintenance window to link a cost center to companies and resources, follow these steps. 1. Open the profile of the branch for which you will be making links.2. At the bottom of the window, select the appropriate tab for the entity you want

to link to the branch.Note: When you create associations with companies and resources in a branch profile, the system allows you to create links for any resource.

3. Click Add.4. Enter the entity's unique system ID in the Number field on the Tractors tab or

the ID field on the Trailers, Drivers, and Companies tabs.

Tractor tab's Number field



Driver tab's ID fieldThe system populates the remaining fields on the tab from the entity's profile.Note: When you are using branches as cost centers, you do not associate carriers with cost centers. Carrier associations are required when you use branches as booking terminal and executing terminal entities.

5. Click Save.

Using cost centers as restrictions in DispatchWhen you have set up branches as cost centers, you can use them as restrictions in Dispatch. You can define views for the Planning Worksheet's Available Trips and Available Resources grids to limit the orders and resources a user sees to specific cost centers.A trip's cost center appears in the BookedRevType1 column in these grids:

Available Trips Tractor/Trip Segment Add Orders to Movement Dispatch Worksheet

A column for branch values does not appear on the Driver or Trailer tabs. However, when you apply a view that includes cost center restrictions, the retrieved list of records in both tabs is limited to resources associated with those cost centers.You can set cost center restrictions in an Available Trips view or in an Available Resources view using the Define Views window. Alternatively, you can temporarily add a cost center to, or remove one, from a saved view in the Modify Restriction Set window.



The Define Views window has two Branch buttons. When setting a cost center as a restriction for a view, use the second Branch button.

Notes: 1. Do not use the first instance of the Branch button when you record cost center

restrictions. It applies only when your system is set up to use branches as executing entities. Using the first instance of the button can cause unexpected results when you retrieve lists of trips. This is because the system will attempt to restrict based on values have no relevance for your setup.

2. For detailed instructions on setting restrictions for a view, see the Planning Worksheet guide's "Defining views" chapter.



Defaulting branch fields in scroll windows to UnknownFirst available in TMWSuite 2010.09_08.0575

By default, when a user has a branch assigned in his/her profile, that value is used as a restriction in scroll windows. If you want, you can set up the system to use UNKNOWN in these fields. This allows users to retrieve records as if the track branch feature is not activated.Note: For more information about assigning a cost center to a user, see Assigning cost centers to users.

Understanding where branches replace booking revenue typesWhen the branch tracking feature is inactive, orders created in Order Entry are given a booking revenue type value. This value is recorded in the ord_booked_revtype1 field, identified in the window as BK:RevType1. The value associates the order with a category your company defines using the RevType1 label. The value on the order can be set manually, or you can set up the system to have it default from the profile of the user creating the order.

Note: In some other areas of the system, the BK: RevType1 field name is shown as Booking RevType1.

When the branch tracking feature is activated (you are set up to use branches as cost centers) the ord_booked_revtype1 field name changes from BK: RevType1 or Booked RevType1 to Branch. In the windows listed in the table below, the following logic applies:

If TrackBranch=N, the BK: RevType1 and Booked RevType1 field names identify the ord_booked_revtype1 field. The field's drop-down list contains RevType1 values. If TrackBranch=Y, the Branch field name replaces the BK: RevType1 andBooked RevType1 names for the ord_booked_revtype1 field in these windows. The field's drop-down list contains branches (cost centers).

Application/Window Location

Order Entry Folder The Branch field appears in the order header. This field allows you to assign a cost center to a new order. If you want, you can change the name using the Branch label.

Invoicing/Restrict Orders Ready to Invoice

The Branch field replaces the BookedRevType1 field as a restriction. If you want, you can change the name using the Branch label.




Invoicing/Additional Invoice Header Information

The Branch field allows you to see which cost center is tied to the invoice. The branch recorded on the order in Order Entry cannot be changed on the order's invoice. However, you can set the branch in this window when you create a miscellaneous invoices. The field name is hard-coded and cannot be changed.

For a list of windows that display branch fields, see Viewing branch fields in TMWSuite.

Viewing the Branch field in TMWSuiteWhen branch tracking is activated, fields that allow you to select cost centers are displayed throughout TMWSuite. The following table lists the location of the Branch field in the core applications. Except where noted, the field name can be changed using the Branch label's Name field .Application/Window Location

AllAdd New Company

The Branch field appears below the RevType2 field.

AllFind Companies

The Branch field is located on the Quick Find tab.

AllFind Orders

The Branch field is located on the Reference tab.

AllFind Third Parties

The Branch field is located in the User tab.

Dispatch/Planning WorksheetDefine ViewsModify Restriction Set

The Branch field is located below the LghType2 field.

Dispatch/Trip FolderOrder Header Information

The Branch field is located in the lower right of the window.

File MaintenanceThird Party Resource Maintenance

The Branch field is below the Phone section.

File MaintenancePay To File Maintenance

The Branch field is below the Termination Date field.Note: The field name is hard-coded and cannot be changed.

File MaintenanceCompany File Maintenance

The Branch field is located in the Additional Details window.




InvoicingRestrict Orders Ready to InvoiceRestrict Invoices On HoldRestrict Invoices On Hold for Audit

The Branch field is located below the RevType2 field.Note: In the Restrict Invoices on Hold and Restrict Invoices on Hold for Audit windows, the field name is hard-coded and cannot be changed.

InvoicingAdditional Header Information

The Branch field is located to the left of the BookedBy field. It is a read-only field.Note: The Branch field name in this window is hard-coded and cannot be changed.

InvoicingFind Invoices

The Branch field is located in the Reference tab.Note: The Branch field name in this window is hard-coded and cannot be changed.

Order EntryOrder Entry Folder

The Branch field appears in the order header, to the left of the Bk'd By field.

SettlementsTrips Ready To SettleTrips On HoldScroll Settlement ItemsView Standing Deductions

The Branch field appears in the queue retrieval data.Note: The Branch field name in this window is hard-coded and cannot be changed.

SettlementsRestrict Settlement Data

The Branch field is located in the Resource section.Notes:1. The Branch field is not available in any other

settlement restriction window.2. The Branch field name in this window is hard-

coded and cannot be changed.System Administration

Edit User ProfilesThe Branch field appears below the Contact # field.

When TrackBranch=Y, the Executing Terminal field always displays in some windows, even when your system is set up to use branches as cost centers instead of booking and executing terminals. Therefore, when you use the cost center setup, TMW recommends that you use Screen Designer to remove the Executing Terminal field wherever it is shown to prevent confusion for users. The following table provides a list of windows in which the Executing Terminal field appears. The table also indicates whether the Branch field is shown as well. Having both fields display on a window could result in data entry errors, so it is especially important to remove the Executing Terminal field in those locations. Application Window(s) Branch field also

appears

All Add New Driver NoAll Add New Tractor No



Application Window(s) Branch field also appears

All Add New Trailer NoAll Find Carriers NoAll Find Drivers NoAll Find Orders YesAll Find Tractors NoAll Find Trailers NoDispatch Add New Carrier NoDispatch /Planning Worksheet

Define ViewsModify Restriction Set

Yes

Dispatch/Trip Folder Freight Detail gridStop Detail grid

No

File Maintenance Carrier File Maintenance

No

File Maintenance Tractor File Maintenance

No

File Maintenance Trailer File Maintenance

No

Order Entry Order Entry Folder YesSystem Administration Edit User Profiles Yes

TrackBranchScrolls

Applies to TMWSuite: 2010.09_08.0575 and laterDescription By default, when the branch tracking feature is activated, the current

user's assigned branch (cost center) or booking terminal (customer service representative) and executing terminal (carrier representative) automatically appear in branch fields used as selection criteria in scroll windows.This setting allows you to have those fields default to UNKNOWN.Note: This setting is applicable only when you have Y recorded in the String1 field of the TrackBranch General Info Table setting.

String1 Y (default)The current user's assignments for booking terminal and executing terminal are used as selection criteria in scroll windows.

N The system displays UNKNOWN in branch fields in scroll windows.

Additional Notes

For more information about using branch profiles and about assigning branches to users, see the “Branch File Maintenance” chapter in the File Maintenance guide.


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