CMS 5.4 New Features
From Tailwind Wiki
Integrations
- Added integration with Crimson Logic (ACE)
- Crimson Logic provides us with numerous new enhancements to our ACE offering including:
- Ability to view status of ACE manifest from within CMS
- Ability to request sec 321
- Ability to clear using an IIT bond #
- Ability to request FDA inspection
- Ability to submit a brass line release
- Crimson Logic provides us with numerous new enhancements to our ACE offering including:
- Added integration with Internet Truckstop (Load Posting)
- Added integration with Microsoft MapPoint (Mileage & Mapping)
- Added integration with PeopleNet (Satellite Tracking)
Personnel, Customers, Vendors, and Locations
- Two-line addresses for all personnel, customer, vendor, and location records
- Support for customer prospects
- Added system configuration settings to default branch and preferred currency to "Undefined" for new customers and vendors
- Customer POD Requirements has been changed to a drop-down menu with the following options:
- No POD required
- Any POD required
- Copy of BOL required
- Original BOL required
- Moved customer and vendor type-specific fields to a grid control
- Added ability to right-click on a contact (in customers / vendors) and send email
- Added ability to right-click on a personnel and send email
- Added read-only credit status field to criteria section of customer record
Quotes
- Added ability to specify multiple receivable charges on a quote
- Added ability to select a quote rate before converting quote to an order so that CMS will create a dispatch/bill automatically
- Added branch field to quote record
- Added ability to search for quotes based on commodity field
Orders and Bills
- Changed legend labels and tool-tip descriptions on order list:
- Added "In Transit"
- "Undispatched" has been renamed to "Unassigned"
- "Dispatched" has been renamed to "Assigned"
- "Partial" description is now "The shipments on the order have been partially assigned to a truck or carrier"
- "Assigned" description is now "All shipments on the order have been fully assigned to a truck or carrier."
- "In Transit" description is now "All shipments on the order are in transit."
- "Invoiced" description is now "The order has been invoiced (posted)."
- When opening a map from the order form, CMS now automatically passes revenue to the form so that the rate per mile field is calculated
- Orders on the order list are now considered "delivered" if the "No Dispatch Required" flag is set
- Renamed "Credit Pending" to "Hold" and moved checkbox to beside the available credit button
- Added ability to view AgentMessages related to an order, dispatch, or quote (such as faxes or EDI messages)
- Changed bill form "Save & Close" button to "Save" only
- Added "Outstanding" field to invoice and bill forms
- Added ability for users to view bill lines instead of bills on Dispatch and Order expenses tabs
Shipments and Dispatches
- Added ability to "uncomplete" a dispatch
- Added "Split" functionality to active shipments list
- Added "Save & Flip" button to shipment form
- Added indicator for whether or not trailer is available on trailer drop down in dispatch form
- Added security setting to prevent users from changing the branch on a dispatch or order
- Rearranged shipment form so that shipper and consignee locations are always visible
- "# of Pcs" column in BOL tab on shipment form can now be left blank
- Added flags for hiding fuel locations and border crossing locations on the Active Locations List
- Free-form dimension fields have been replaced with cubic dimensions (LxWxH) (All data in old "dimensions" field will be moved to a 5th shipment user-defined field)
Management Reports
- Added "Sales & Costs by Tractor (Operations) with Pro-Rated Overhead" report
- Added "PRO Register" report
System Configuration and Automatic Payables and Receivables
- Added ability to specify a percentage to apply to each payable/receivable charge type involved in profit calculation on a payable charge type
- Added ability to print an individual Rate Schedule and Zone Map from system configuration
- Added ability to setup contract miles based on postal code / zip
- Added quick search field to top of Auto Rating Schedules list in system configuration
- Added ability to calculate payable charge types based on order miles
- Added ability to calculate receivable charge types based on cubic feet (CFT)
- Moved mileage system configuration options from "Miscellanous" to "Mileage"
- Added system config setting to convert invoice/bill amounts automatically when currency is changed
EDI
- New, more flexible EDI configuration system that allows Tailwind Staff to create custom mappings for clients who exchange EDI messages with customers or vendors
Load Planning
- Added ability to load virtual trailers based on cubic feet instead of just length
Customer and Vendor Rate History
- Added print option to customer and carrier rate history forms
Driver/Vendor Pay
- Numerous changes to improve performance of the driver pay wizard
- Added ability to export an Electronic Funds Transfer (EFT) file rather than printing a check for personnel and vendors
- Added ability to modify bill payment numbers
Incoming Payments
- Renamed "Incoming Check Wizard" to "Incoming Payment Wizard"
Tasks
- Tasks can now be associated to shipments
Templates
- Ability to configure a template to post the order or bill at time of creation
- Ability to configure a template to set the shipment pickup date to a future date
Inventory and WorkOrders
- Added ability to select inventory items on shipment form and have CMS add/remove items from warehouse automatically if shipper or consignee are set to the warehouse location
- Added support for handling "inventory by standard"
- Add user-defined fields to inventory, material, and gear records
- Modified Workorder form so that users can specify an arbitrary number of locations
- Workorders must now always be related to an invoice
- Added ability to add/edit subcategories list
