Load Master Integrations

Owned by Enoch Poston
Last updated: Feb 09, 2023 by Brent Niemerg
5 min read

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
audit-base-price

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-cost(1)

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
otherwise "A"

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
“B” = Due Now

“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


Transaction Type

(wotrans.rop_tran_type)

Customer Account Code

(from custacct)

P, WP

Parts (cust_acct_code_1)

L, WL

Labor (cust_acct_code_2)

T, WT

Tires (cust_acct_code_3)

OP, OL, OT

Outside (cust_acct_code_5)

M

Misc (cust_acct_code_6)

Other

Other 1 (cust_acct_code_7)

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


Transaction Type

(wotrans.rop_tran_type)

Customer Account Code

(from custacct)

P, WP

Parts (cust_acct_code_1)

L, WL

Labor (cust_acct_code_2)

T, WT

Tires (cust_acct_code_3)

OP, OL, OT

Outside (cust_acct_code_5)

M

Misc (cust_acct_code_6)

Other (i.e. Tax, Shop Supplies)

Other 1 (cust_acct_code_7)

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