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 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