Step by Step guide

How to Read the Guide

To use the Quick Reference Guide, you must hit the ALT key before typing in the file path. You will then see that the first letters of the heading are underlined. If you don't see them first letters highlighted, check out the page Menu Underscoring for Quick-Path View to get that set up. After you hit the ALT key, just follow the guide and enter in the numbers you are looking for. Feel free to print out this doc and keep by your computer for quick access.

Menu Selection Example: To add a vehicle, from the RTA main menu, press ALT and type "MVM"

Each Major RTA report also has reference to the Menu Path, normally illustrated in the top-right corner of the report. Look for ID to see the path indicated. For example:

To find this report again, tap Alt + ROV. The report parameters will pull for a brand new report session.

Table of Contents

Customers

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Function	Path
Add, Change, or Delete	MCM
List	MCL
Renumber	SIMR
Copy to New Facility	SCCC
Flat Rates Maintenance	MCF
Set Flat Rates for Range of Customers	SIMF
Set Markups for Range of Customers	SIMM

Department

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Function	Path
Add, Change, or Delete	MDM
List	MDL
Renumber	SIMD
Copy to Another Facility	SCID

Employees

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Function	Path
Add, Change or Delete	MMM
List	MML
Certification List	MMC
Renumber	STWM
Enter Indirect Hours	WI
Enter Paid Hours	WH
Copy to New Facility	SCIM

End Of Period

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Function	Path
Create Fleet Cost Report	SEC
Vehicles	SEV
Parts	SEP
Tires	SET
End of Week Mechanic	SEW
End of Month Mechanic	SEM
End of Month, Quarter, or Year for Fuel Taxes	SEF
End of Period, All	SEA

Equipment

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Function	Path
Add, Change, or Delete	MEM
Mount/Dismount	MEM
Delete Range	MED
List	MEL
Mounted List by Vehicle	MEO
Add, Change, or Delete Equipment Types	MET

Facilities

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Function	Path
Add or Change	MFM
List	MFL
Regions	MFR

Fueling

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Fuel Entry

Function	Path
Enter Fuel Usage	FFQ
Enter Trip Tickets for Many States	FFM
Upload TriCoder Fueling Transactions	FFT
List Open Transactions	FFLO
List Closed Transactions	FFLC
Delete Closed Transactions	SGFC
Delete Fuel Billing Transactions	SGFB

Pumps and Tanks

Function	Path
Fuel Type Maintenance	MUF
Tank Maintenance	MUM
Enter Tank Deliveries	FPT
Enter Tank Stick Readings	FPS
Pump Maintenance	MUP
Pump to Tank Transfer	FPP
Enter Pump Meters	FPM
Post Open Transactions to Pump/Tank	FFP
Variance Report	FPV
Display/Update Variances	FPA
Change Stick Variances	FPD

Electronic Fuel Interface

Function	Path
Load	FFEL
Display or Edit Transactions	FFEE
Process	FFEP
List	FFEI
Delete Range of Transactions	SGFE
Add, Change, or Delete EFI Modules	FFEM

Fueling Utilities

Function	Path
Enter State Tax Miles	FFS
Change Vehicles State Tax Figures	FC
Delete Fuel Tax Records	SGFF
Edit State Tables or Rates	MUS
Enter Alternate Meters	FFA
Enter Revenue and/or Miscellaneous Costs	FFR

General

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Function	Path
Quick Help Menu/ View Records	CTRL + Q
Utilities	F9 or M from main menu
Change Printer	F8
Tool Check In/Out	CTRL + T
Global Data Fields Maintenance	MGM

Motor Pool

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Function	Path
Reservations, Check Out, or Check In	VTR
Rate Code Maintenance	VTA
Unit File Maintenance	VTU
Class Code Maintenance	VTC
Setup Switches	VTS
Process Recurring Reservations	VTE
Recurring Reservations Maintenance	VTF
Delete Transactions	SGM

Paperless Shop

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Functions	Path
Mechanic Login Screen	WPL
Schedule Jobs	WPS
Schedule Indirect Jobs	WPA
View Current Shop Activity	WPC
View Days Work for Mechanics	WPV
Enter Multiple Indirect Hours	WPE
Enter Paid Time off	WPT
List Mechanic Accountability	RSA
Delete a Range of Labor Transactions	SGWP
Delete a Labor Transaction	WPD
Shop Scheduler	WO

Parts

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Part Records

Function	Path
Add, Change, or Delete	MPM
Renumber	PR
Copy to New Facility	SCAC
Add or Change a Part Kit	MPKM
Delete Range of Parts	MPD
Delete Range by Bin	SIAD
Delete Range by Fit-Code	SCAF
Delete Range with Zero Quantity & No Usage	SCAD
List Basic Inventory	MPLB
List Parts	MPLL
List by Fit-Code	MPLF
List by Vendor	MPLV
List Low Use Parts	RPL
List Part kits	MPKL
Part Position Maintenance	MPP

Inventory Changes

Function	Path
Post Parts to a Vehicle/Work Order	Work Orders
Quick Parts Posting	PQ
Adjust Quantity on Hand	PAI or MPM
Upload TriCoder Inventory	PC
List Parts Not Counted	PN
Inventory Count Sheet	MPLI
Parts Transfer Between Facilities	PF
List Parts Adjustments	RPP
Delete Adjustments	SGPA
Enter Manual Charge-outs	PAC
Edit a Manual Charge-out	PAE
List Manual Charge-outs	PAP
Delete Charge-outs	SGPP

Tags and Labels

Function	Path
Add, Change, or Delete	PTM
Create Tags by Bin Range	PTC
Create Tags by Part Range	PTR
Print Tags on File	PTT
Print Bin Labels	PTB
Print Tags for Other Records	PTP

Part Utilities

Function	Path
Account Code Maintenance	STPA
Upload TriCoder Part Bins	STPT
Check the Parts Cross Reference Files	STPH
Recalculate Parts On-Order Quantities	STPO
Set Bin Location to VMRS	SCAB
Set Mark-up for Range	SCAM
Clear Part Inventory	SCAI
Change Price by Vendor	SIAC
Global Parts Changes	SIAG
Export/Import	STPX
Set Warranty by Vendor	SIAW
Sort Vendors by Price	SIAV
Change Reorder Method	STPR
Edit Inventory Balance	STPI
Reconcile Inventory Balance	STPB
Renumber Part	STPN
Centralized Parts Sync	STPS

Purchase Orders

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Requisitions

Function	Path
Add, Change, or Delete	PPE
Print Requisitions	PPP
List Reservations	PPS
List Parts On-Order	PPO
Create for Low Stock	STPC
Delete All Requisitions for a Vendor Range	STPD

Purchase Orders

Function	Path
Add, Change, or Receive	PPC
Auto-Create PO's from Requisitions	PPA
Upload TriCoder PO Receipts	PPT
Add or Change Blanket PO	PPB
Delete PO Transaction by Date	SGPR
Delete a Range of PO's	SGPO
Un-delete a Range of PO's	SGPU
List PO Transactions	RPT
List Purchase Orders	PPI
List Open PO Lines	PPL
Export PO Transactions	STPE
Quick Receive PO	PPR
Quick TriCoder PO	PPQ

Reports

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Fleet Costs

Function	Path
Access Saved Reports	RD
Facility Costs- Pd/Yr/Lf	MFL
Facility Costs by Date	RA
Change/Print/Delete a Fleet Cost Report	RLP
Fleet Cost Summary	RLC

Fueling

Function	Path
Fuel Billing- Department	RFD
Fuel Billing - Customer	RFC
Fuel Billing - Account	RFA
Pump and Tank Variance Report	FPV
State Tax Report- Fleet	RFF
Vehicle by State Tax Report	RFS
State Tax Report- Vehicle	RFV

Mechanics

Function	Path
Hours Paid This Week	REH
Hours Paid This Month	REU
Hours Paid Last Month	REL
Indirect Labor	REI
Productivity for Week	REP
Productivity for Month	RER
Productivity for Last Month	REO
Paid Vs. Indirect	REV
Shop Labor Recap by Repair Type	RES
Paperless Shop Labor Recap	RSL
Paperless Shop Time cards	RSM

Tires

Function	Path
Capper Cost Report	RIC
Manufacturer Cost Report	RIM
Tire History Report	RIH
Vehicle Tire History	RIV
Tire Mileage Report	RIT
Tire Replacement Projection	RIR
Transactions by Type	RIA
Tread Cost	RID
Scrap Tire History	RIP
Scrap Failure Report	RIS
List Scrap Tires	RIL

Parts and Purchase Reports

Function	Path
Parts Activity	RPC
Inventory Adjustments	RPP
PO Transactions	RPT
Purchase Order Summary	PPV
PO Receipts by Invoice/Vendor	RPR
Purchases by Account No.	RPN
Parts Usage Report	RPA
Low Use Parts Report	RPL
Parts Usage Gain/Loss	RPG
Usage by Vendor/Part	RPU
Warranty Failure Statistics	RWF
Warranty Transactions	RWT
Warranty Parts Currently Installed	RWP
Warranty Open Claims	RWO
Warranty Claim Aging	RWA
Warranty Claim Totals	RWC
Print Inventory Balance	RPI

Motor Pool

Function	Path
Billing Report	RMB
Customer Transactions	RMC
Vehicle Status Report	RMS
Vehicle Transactions	RMV

Vehicle Total Reports

Function	Path
By Vehicle or Class	RVV
By Department	RVD
Audit File Costs	RVA
Fixed Costs	RVC
PM vs. Corrective Costs	RVP
User-Definable Parts Costs by Vehicle	RVB

Vehicle Costs Per Unit

Function	Path
By Vehicle or Class	RCV
By Department	RCE
By Vehicle Make	RCM
By Vehicle Year	RCY
By Make and Year	RCO
All Makes and Years	RCA
Operating Cost Report	RCP

Vehicle History

Function	Path
WO Transactions	ROV
Repair History by Vehicle	RRV
Repair History by Department	RRD
Repair History Interval	RRI
Repair History Summary	RRS
Repair History Overview	RRO
Repair History by WO Facility	RRF
Warranty Activity Report	RWV
Downtime	ROW
Part Usage by Vehicle/WO	RPA

Vehicle Preventative Maintenance

Function	Path
By Vehicle	VV
By Department	VD
PM Most Due by Department	VS
List PMs by Link	VK
PM Due Cards	VC
Check PM Fields	VP
Quick PM Post	WU

Vehicle Replacement

Function	Path
Year Projection	RVY
Cost Projection	RVR
Replacements Due	RVU

Work Orders

Function	Path
Accountant Cost Report by WO Close Date	ROD
Accountant Cost Report by Transaction Date	ROT
WO History Report by Vehicle	ROH
Repair Type/Code Detail Report	ROR
Parts Usage by WO	RPA
Service Bulletin Report	WLB
WO Scheduling Sheet	WLW
Open Work Order Lines by Vehicle	WLO
Open WO Summary by Vehicle	ROS
Work Order Labor Report	ROL

System

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General

Function	Path
About RTA Information	SAA
RTA Manual in PDF	SAM
Dashboard Launch	SADL
Dashboard Setup	SADS
Dashboard Email Setup	SADE
Guides	SAI
Key Performance Indicators	SAK
Messenger	SAG
Register Options	SAR
Setup User Programs	SRS
Special Utility Routine	SAU
Data File Re-Generation	STSF
Data File Rebuild Utility	STSC
Watchdog Launch	SAWL
Watchdog Setup	SAWS
Check Corrupt Files	STSC
File Generate/Creation	STSF
Graphical File Editor	STSG

Printers

Function	Path
Add, Change or Delete	SPM
List	SPL

System Switches

Function	Path
Main System Parameters	SSM
System Codes	SSY
User Defined Buckets	SSU
Downtime Options	SSD
Custom Configurations	SSG
Counters	SSC

Users

Function	Path
Add, Change, or Delete	SUM
List	SUL
Quick Launch Menu	SUQ
Change Password	SUP

Tires

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General

Function	Path
Add or Change	MTM
Mount	TM
Dismount	TD
List by Tire Number	MTL
List by Vehicle Number	MTV
Change Status/Location	TC
Class Tread	MTT
Return Tire from Capper	TR
Add or Change Templates	MTM
Add, Change or Delete Cappers	MTPM
Add, Change or Delete Manufactures	MTCM
Add, Change or Delete Wheel Positions	MTO
Add, Change or Delete Tire Sizes	MTZ
Add, Change or Delete Scrap Codes	MTS
Capper-Size-Type Costs & Mileages	MTPR
Manufacturer-Size-Type Costs & Mileages	MTCR
Update Tread	TU
TriCoder Tread	TT
List Tread Repair Due	TL

Utilities

Function	Path
Renumber	STTR or MTM
Delete a Tire	STTF
Delete Scrapped Tires	SGTR
Rebuild Tire's Vehicle Number	STTV

Tools

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Function	Path
Add, Change or Delete	MOM
Tool Box Maintenance	MMT
Tool Type maintenance	MOT
Check out Tools	PO
Check in Tools	PI
List	MOL
Tool Master List	RTM
List Tools Checked Out	RTB

Vehicles

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Accident

Function	Path
Accident File Maintenance	VNM
Accident List	VNL
Cost Summary	VNC

Vehicle Utilities

Function	Path
Create Fuel Cross Reference Numbers	STVX
Create Unit Cross Reference Numbers	STVU
Change User-Definable Fields	SCVD
Copy User-Definable Fields	SCVC
Set Customer Number	SCVN
Set Vehicle MPG	SCVS
Set Vehicle Tax Flag	SIVT
Copy Vehicle Notes	SIVN
Copy Vehicle Warranties	SIVW
Clear Alternate Meters	SCVA
Globally Change Vehicles	SIVG
Add or Change PMs	SCPS
Change PMs to Track by Miles or Gallons	SCPM
Renumber a PM	SIPR
Put a PM to Sleep	SIPP
Disable PM Sleep Mode	SIPD
Rebuild History	SCVH
Add or Change Alternate Odometer Types	MVA
Re-Sort History by Date	STVH
Merge Two Vehicles	SIVM
Export/Import	STVI
Edit Vehicle Audit	STVD
PM Date Maintenance	STVP

Driver Inspection

Function	Path
Driver Inspection Maintenance	VIM
Driver Inspection	VII
Review Inspections	VIR
Print Inspections	VIP
List Inspections	VIL
List Defects	VID
Print Template	VIT

Global Data Fields

Function	Path
GDF Maintenance	MVOM
GDF Class	MVOC
Global Add GDF	MVOA
Global Set GDF Value	MVOS

Vehicle Records

Function	Path
Add, Change or Delete	MVM
Add, Change or Delete Warranties	MVWM
List Brake Reading History	MVBH
List Brake Reading Status	MVBS
Change an Odometer	VH or MVM
Update Meter Readings	VO or FFQ
Renumber	MVM, STVS, or STVN
Move Entire Department to Another Facility	STVM
Move Selected Vehicles to Another Facility	STVV
Delete a Vehicle	MVD or MVM
View or Edit Cost Figures	STVF
Audit File Adjustments	STVA
Edit Repair history	STVR
Enter Old History	STVE
Enter Wash/Misc Costs	VWW
TriCoder Upload Washes	VWT
Set Difficulty Factors	MVFS
Class Code Maintenance	MVC
Make/Model Maintenance	MVE
Link Vehicles	MVK or MVM
Status & Availability	VA
List Difficulty Factors	MVFL
List by Vehicle Number	MVL
List by Department	MVI
List PMs by Vehicle	VV
List PMs by Department	VD
List/Display PMs by Link	VL
List PMs by Link	VK
List Vehicle Aging	MVG
List Warranties	MVWL
List Fuel Cross Reference by Vehicle	MVV
List Vehicle by Fuel Cross Reference	MVR

Vendors

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Function	Path
Add, Change or Delete	MNM
Renumber	SCER
List	MNL
Copy to New Facility	SCEC

VMRS Codes

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Function	Path
Add, Change or Delete	MRM
Renumber	SCIR
List	MRL
Change a Range of Job Hours by Percent	MRH
Part VMRS Codes	MPVM
List Part VMRS Codes	MPVL
VMRS Export/Import	STWV

Work Orders

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General

Function	Path
Add, Change or Post	WW
Batch Work Orders	WB
TriCoder Upload WO's	WC
List by Number	WLN
List Shop WO's	WLS
List by Facility	WLF
List by Vehicle	WLV
List by Date	WLD
List by Customer	WLC
List Deferred Jobs	WLJ
Add or Change a Service Bulletin	WS
Apply Service Bulletin	WA
Create Template Work Orders	WT
List WO Templates	WLP
Create/Display/Post Estimate WO's	WE
Miscellaneous Repair Entry	WM
Quick Parts Posting	PQ
Quick Labor Posting	WQ
Create Driver Reports	WDC
Create WO's from Driver Reports	WDD
Setup Driver Report Interface	WDS
Warranty Claims	WR
Deferred Jobs	WF

Road Call/Breakdown

Function	Path
Road Call Maintenance	WKR
Road Call Summary	WKS
Road Call by Vehicle/Date	WKV

Paperless inspection

Function	Path
Inspection Maintenance	WNM
Vehicle Inspection	WNV
List by Number	WNN
List by Vehicle	WNL
Print Inspection	WNP
Print Template	WNT

Utilities

Function	Path
Delete and Archive	SGWW
Undelete and Archive	SGWU
Copy WO Templates	SIMW
Close Completed WO's	STWC
Extract WO Transactions	STWX
Recalculate WO Totals	STWR

Quick Reference Guide#Top of Page

Page:

How to Use the Export and Import Utilities
Page:

How to Review and Add VMRS Codes
Page:

Properly Manage RTA in a SQL Environment
Page:

Added Vehicle Status to Other Locations
Page:

Parts Merge Utility

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