tms guide: system maintenance -...

TMS Guide: System Maintenance

Copyright

Copyright © 2011 Railcar Management Inc. All Rights Reserved. Reproduction in any form prohibited, without express permission.

Printed in the United States of America.

RMI - Delivered under license agreement.

Copying and disclosure prohibited without express written permission from RMI.

RMI3475 Piedmont Rd NE, Suite 250Atlanta, Georgia 30305 USAPhone: 404.355.6734Fax: 404.352.8814Internet address: www.rmiondemand.com

Warning

All information in this document, as well as the software to which it pertains, is proprietary material of RMI, and is subject to an RMI license and non-disclosure agreement. Neither the software nor the documentation may be reproduced in any manner without the prior written permission of RMI.

Specifications are subject to change without notice.

About This Manual

The TMS Guide: System Maintenance is an instructional document designed to be used as a reference while using RailConnect, TMS, RMS, ShipperConnect Rail Carrier Interface, and Cash Application applications, products of RMI.

This version of the TMS Guide includes changes made to the system for TMS Release 18.3.

Trademarks

RailConnect, TMS, RMS, ShipperConnect Rail Carrier Interface, and Cash Application are registered trademarks of RMI.


Important Note:

This guide contains instructions for functions that affect how TMS processes information across your entire operation. These functions should be restricted to administrators who have a complete understanding of how these options work.

If you have any questions about any option discussed in this guide, please contact RMI Customer Support for assistance.


Table of ContentsRailroad Profile

General Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8Client Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10Interfaces/Imports/Extracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12Invoice Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15Print Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17Billing Control Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Waybill Processing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21Supertrip . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24Demurrage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26Intermodal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28Weight Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30Movement/Train Related Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33

Movement Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37Train Movement Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Notifications/Admin Messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44Printing Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46Classification Track Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48AEI Consists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49Work List Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52Car Distribution . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54Customer Interface/ShipperConnect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

User ProfilesBasic Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58Creating and Maintaining User Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59Setting Up System Access for a User Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62Setting Up Menu Access for a User Profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Master FilesBasic Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Setting Up Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71Master Files Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Station and Track Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Stations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76Zones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80Tracks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Suggestions for Setting Up Track Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85Track Classification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Adding Temporary Classification Overrides . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90

4 TMS Guide: System Maintenance Revised 8/11

Station Mileage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92Setting Up Station Mileage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92Calculating Station Mileage Automatically . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93Adding Stations to the Station Mileage Table . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

District Mileage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95Customer Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Customers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Adding or Modifying Customers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99Suggestions for Setting Up Customer Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Customer Synonyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110Working the Customer Synonym File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110Setting Synonyms by Customer Address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Customer Types to Synonym . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115Suggestions for Setting Up the Customer Type Table . . . . . . . . . . . . . . . . . . . . . 115Selecting Waybill Customers to Synonym . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Notification Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118Switching Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Special Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120Work List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122Car Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126System Fleet/Assigned Cars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126Pool Car Reverse Routes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131Move and Exception Code Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134Special Handling Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134Activity Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137Last Moves . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141E-Mail Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142E-Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142

Setting up New e-mail Addresses in the Master File . . . . . . . . . . . . . . . . . . . . . . 143E-mail Distribution Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146Job-Level e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149City/State Synonym Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151City/State Synonyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151Audit and Accounting Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154Revenue Adjustment Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 154Chart of Accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156Cost Centers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 158Group Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160Car Hire Report Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161Car Kind Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164Commodity Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168Customer Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172Customer Entity Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177Track Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 181Equipment Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184Geography Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188Printer Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 192

Revised 8/11 TMS Guide: System Maintenance 5

Miscellaneous Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195Hold Queue Reject Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 195Clearance Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197Roads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 200Custom Bad Order Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203Client Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 205


Railroad Profile General Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8 Client Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 Interfaces/Imports/Extracts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12 Invoice Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15 Print Programs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17 Billing Control Numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19 Waybill Processing. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21 Supertrip. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24 Demurrage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26 Intermodal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .28 Weight Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30 Movement/Train Related Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .33

Movement Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37 Train Movement Options. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .40

Notifications/Admin Messages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44 Printing Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46 Classification Track Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .48 AEI Consists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49 Work List Defaults . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .52 Car Distribution. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54 Customer Interface/ShipperConnect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56

Before you can begin using TMS to manage cars on your railroad, you must provide information for your railroad profile. This profile contains the data necessary to describe your railroad to TMS. The options you choose will determine how TMS works with your information. By establishing defaults, restrictions, and processes in the railroad profile, you can customize TMS to meet the individual needs of your railroad.


Railroad Profi leGeneral Information

General Information

The Client General Setup window allows you to customize the way TMS runs on your railroad.

To enter general information about the railroad:

Complete the fields as needed on the Client General Setup window to set the basic standards for your railroad. (Figure 1)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 1 General

Fast Path = MGEN

TMS TIPS: The Client Addresses option allows you to specify multiple addresses for your operation. These addresses can be used as contact points or remit to addresses when printing various invoice types such as demurrage or switching. For more information, see “Client Addresses” on page 205.

Figure 1


Railroad Profi leGeneral Information

Field Definitions

Switch Railroad

Selecting this field indicates that your railroad operates as a switching railroad. TMS will automatically complete some fields on inbound 404 or 417 waybills if the data is missing. This greatly reduces the number of waybills flagged as no bills.

Interline roads should leave this field blank.

Railroad Direction

Direction in which your railroad primarily runs, for example, north-to-south or east-to-west. This information appears at the top of most switch lists in TMS.

Move Car Default

Default track location where cars are to be moved. Most railroads set this switch to Back (B) so, when a move is made, the cars are moved by default at the end of the track.

Time Zone Adjustment

Time zone indicator in relation to Eastern time. The following options are valid:

1+ Atlantic

Blank Eastern (This is the default.)

1- Central

2- Mountain

3- Pacific.

Date Format Display format for dates on TMS. The default is month/day/year (MDY). Railroads operating internationally can choose a different format.

Weight and Length

Unit of measure used by the railroad. Leave blank to use English units (pounds and feet) or enter 1 for metric units (kilograms and meters).


Railroad Profi leClient Communications

Client Communications

You use the Client Communications window to set up your communication defaults for EDI transmissions to RMI, TRAIN II, and RAILINC.

To set up client communications:

Complete the fields as needed on the Client Communications window to set up TMS communications standards. (Figure 2)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 2 Communications

Fast Path = MCOM

Field Definitions

Figure 2

Communication Type with AAR

Way in which you will send information to RAILINC. D indicates you will use a Dial-up Line, L indicates you will use a Lease Line, and P indicates you will use the RMI Pipeline.

Send 417s to Fwd and Store

If you are an interline railroad (participating in ISS), select this field. This instructs TMS to send your originating moves to forward-and-store.

Send 404 For Switch/Haulage

Selecting this field transmits EDI 404 Bills of Lading for switching or haulage moves.


Railroad Profi leClient Communications

ISM Participant Selecting this field indicates your road participates in Interline Service Management (scheduling).

ISM 421 Tolerance

If your road participates in ISM, enter a value in hours to indicate the time at which a new 421 message should be generated and sent.

FTP Capable Selecting this field enables you to use FTP to transmit car hire data from TMS to RMI’s car hire system and to transmit car movements from TMS to ShipperConnect Track and Trace's eTrace. If you leave this field blank, the extracted car hire/car movement records will be transmitted over the network using SNA connection.

EIF Query Selecting this field instructs TMS to transmit an UMLER request for car dimensional information to RAILINC.

Update EIF Every __ Days

Value that determines how often TMS updates online cars with EIF (UMLER) information.


Railroad Profi leInterfaces/Imports/Extracts

Interfaces/Imports/Extracts

This option instructs TMS how to interface with other systems and programs.

To set up interfaces, import, and extract parameters:

Complete the fields as needed on the Client Interfaces window to set up TMS inter-faces. (Figure 3)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 3 Interfaces/Imports/Extracts

Fast Path = MSIF

Figure 3



Field Definitions

Interface:

Revenue 1 instructs TMS to use the RailConnect Revenue Management System (RMS) for ISS settlements.

Accounting Indicates how TMS should export incidental charges to your receivable accounting system. The following options are valid:

A Only summary billing information to RMI’s CA (Cash Accounting) module

B Summary billing information plus detail to RMI’s CA (Cash Accounting) module

C Only individual billing information with no details to RMI’s CA (Cash Accounting) module

D Details to ICX Extract J Extract to JD Edwards S Summary to ICX Extract.

To modify specific details of your accounting interface, select the Accounting option.

Require G/L Account

Selecting this field instructs TMS to require a general ledger account when generating switching and demurrage.

Require Cost Center

Selecting this field instructs TMS to require a cost center when interfacing charges.

Use Parent for CA

Selecting this field instructs TMS to transfer parent/child relationships whenever data is exported to RMI’s Cash Application.

OASIS Selecting this field instructs TMS to interface with the intermodal ramp management system.

AMS Customs

Selecting this field indicates that your railroad uses the Automated Manifest System for U.S. Customs. To modify the settings used for customs processing, select the AMS option.

Digicon Selecting this field indicates that you wish to transmit train summary information to the Digicon train control system. To modify the details of your railroad’s interface, select the Digicon option.

Canadian Customs

Selecting this field indicates that your railroad processes Canadian Customs. To modify specific settings, select the Canadian Customs option.

M-Crew Selecting this field indicates that your railroad uses mCrew. To modify specific interface settings, select the mCrew option.



BMS Selecting this field indicates that your railroad uses the RailConnect Bulk Management System. To modify the specific settings used, select the BMS option.

Hump Selecting this field indicates that your operation interfaces with an automated hump yard system. To modify specific interface settings, select the HUMP option.

Create PSO List

Selecting this field enables the preliminary switch order function.

Interface Type

If you process hump traffic with an interface, enter one of the following hump interfaces:

1 Proyard II Standard 2 TRRA Interface w/ Proyard 3 TFVM Interface w/Track-3.

If Inactive, Auto Start

Selecting this field instructs TMS to start hump processing automatically.

Import:

Scale Data Selecting this field instructs TMS to import weight scale data into TMS. To modify specific settings, select the Scale Data option. Note that scale data is accepted only in set electronic formats. For more information on setting up your scale interface, contact RMI Support.

AEI Data Selecting this field instructs TMS to import AEI data.

Extract:

Online Snapshot Data/Interval/Run on the Hour

Selecting this field instructs TMS to extract online snapshot data. If you choose this option, enter the time in minutes for which you want to extract online snapshot data. You can also specify that the extract run once every hour.The online snapshot provides, in a delimited file, key transportation information for cars online at a specific time.

Train Assignment/Interval

Selecting this field instructs TMS to extract train assignment data. If you choose this option, enter the time in minutes of the interval between trains for automatically scheduled trains.


Railroad Profi leInvoice Defaults

Invoice Defaults

The selections on the Invoice Defaults window customizes the TMS invoicing features.

To establish invoice defaults:

Complete the fields as needed on the Client Invoice Defaults window to set up TMS invoice defaults. (Figure 4)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 4 Invoice Defaults

Fast Path = MINV

Field Definitions

Figure 4

Payment Terms:

Incidental Charges Due Days/Text/Print

Standard default payment terms for incidental charges. The Due Date specifies the number of days after the invoice is printed that it is due. Text allows you to enter a notation. Selecting Print instructs TMS to include the text on the invoice.

Non-Trans Charges Due Days/Text/Print

Standard default payment terms for non-transportation charges. The Due Date specifies the number of days after the invoice is printed that it is due. Text allows you to enter a notation. Selecting Print instructs TMS to include the text on the invoice.


Railroad Profi leInvoice Defaults

TMS TIPS: If you include the tag “&dd” in your text, TMS will automatically substitute in the value from the Due Days field. In the example shown in Figure 4, the invoice will contain the note “INVOICE DUE IN15 DAYS.”

Train Charges:

TMS TIPS: The train charge feature allows you to work with charges for train or car movements captured by integration with a dispatch system. If you feel your operation might benefit from this feature, please contact RMI Support.

Auto Rate Train Charges

Selecting this field instructs TMS to generate charges automatically for train movements captured from a dispatch system.

Use AEI Car Count for Rating

Selecting this field instructs TMS to interface with AEI consists to update car counts for generating invoices.

Print Auto/Manual Detail Report

Selecting this field instructs TMS to print a list indicating which equipment was auto-rated and which was manually rated when train charges are calculated.

Open Accounting Periods: Beginning/Ending

If you enter a beginning and/or ending open period, users will be able to generate invoices for that range only. If you leave these fields blank, users will be able to generate invoices for any time period.

Log Revenue Adjustments

Selecting this field retains records of all revenue adjustments in a revenue adjustment log.

Require Non-Transportation Account Distribution

Selecting this field indicates that you want to work with non-transportation account distribution in invoicing.

Create Invoices by Service Type

Selecting this field instructs TMS to print separate invoices for each service type associated with a switching charge.


Railroad Profi lePrint Programs

Print Programs

The Print Programs window lets you select the programs to be used when you print charges and demurrage invoices. You can select a different print program for each type of invoice you create. The programs you select determine the format of the invoices.

To set up printing programs:

Complete the fields as needed on the Client Print Programs window to set up TMS print program defaults. (Figure 5)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 5 Print Programs

Fast Path = MCPP

Field Definitions

Figure 5

Invoice Prints:

Incidental Charges

Print program for incidental charges invoices.

Non-Transportation Charges

Print program for non-transportation charges invoices. You can enter values for both standard charges and train charges.

Intermodal Billing

Print programs for separate and combined intermodal billing charges.


Railroad Profi lePrint Programs

Demurrage Invoice Prints:

Average Calculations

Print program for average calculation demurrage invoices printing.NOTE: To include RCPL Date and Time on your average calculation demurrage invoices, set this value to RSS2PFR.

Straight Calculations

Print program for straight calculation demurrage invoice printing.NOTE: To include RCPL Date and Time on your straight calculation demurrage invoices, set this value to RSS3PFR.

Storage Invoice Program

Print program for storage calculation invoice printing.

Waybill Prints:

Waybill Program

Print program for waybill printing.

ShipperConnect Waybill

Print program for ShipperConnect waybill printing.


Railroad Profi leBilling Control Numbers

Billing Control Numbers

The Billing Control Numbers option lets you quickly adjust or reset control number sequences in TMS.

When you bill an originating or local move in TMS, the system assigns a new waybill number to the car you are billing. Other control numbers in the system establish details such as invoice numbers, booking numbers, and miscellaneous charge numbers. At times you may need to reset the control numbering sequence used by the system. This may occur when you first install the system, or at the end of a month or a year.

To enter billing control numbers:

Complete the fields as needed on the Client Billing Control Number window. (Figure 6) The values you enter will modify the numbers you want TMS to print on your next invoice/waybill/booking.

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 6 Billing Control Numbers

Fast Path = MBN

Figure 6


Railroad Profi leBilling Control Numbers

Field Definitions

Interline Forwarded Revenue

Next waybill number for originating traffic.

Local Revenue

Next waybill number for local traffic.

Non Revenue Next waybill number for a non-revenue waybill.

No Charge Freight

Next waybill number for no-charge freight.

Switching Invoice

Next invoice number for a final switching invoice.

Miscellaneous Charges

Next invoice number for a final invoice for items billed under Miscellaneous Billing, such as scale fees, in-plant switching, and car cleaning fees.

Booking Number

Next number TMS will assign to intermodal and/or barge bookings.

Demurrage Invoice Number

Next invoice number TMS will use for a demurrage invoices.


Railroad Profi leWaybill Processing

Waybill Processing

The Client Waybill Processing window lets you instruct TMS how to process waybills.

To enter waybill related processing parameters:

Complete the fields as needed on the Client Waybill Processing window to set up TMS waybill defaults. (Figure 7)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 7 Waybill Related Processing

Fast Path = MWRP

Field Definitions

Figure 7

Suspend Waybills after ? hours

Number of hours that must pass before an originating or local waybill is suspended for interline revenue billing. If you leave this field blank, a waybill is available for revenue as soon as it is entered. If you enter a figure in the field, the waybill will not be available for revenue accounting until that time period has passed.

Process Haulage Waybills

Selecting this field instructs TMS to process haulage waybills.



Exclude Haulage Charge from Missing Queue

Selecting this field excludes haulage charges from the Missing Charges queue.

This option is useful for railroads that may mark cars as moving in haulage service but do not generate haulage revenue using the TMS charge module.

Disable F6=One WB For Each Car

Selecting this field disables the ability to use the One Waybill for Each Option option when processing waybills.

Allow RWC to Overlay BOL at Load

Indicates whether a user may apply an RWC to a car on the Load Equipment window when an active Bill of lading is already available for that car.

Leave the field blank to allow a bill of lading to be applied, enter W to allow a bill of lading to be applied with a warning, or enter E to trigger an error and refuse to allow the bill of lading to be applied.

Use BOL at Inbound Interchange

Selecting this field instructs TMS to match a loaded BOL to cars on a 418 when at inbound interchange.

Ignore BOL at Load/Unload

Indicates if TMS should ignore bills of lading that are present in TMS when cars are loaded or unloaded.

Require Inbound RWCs

Indicates when TMS should require users to enter an RWC on interchange movements.

Auto Load with BOL

Indicates whether you want TMS to load/unload cars automatically when a 404 is received.

Retain Product Group

Indicates when you want TMS to retain the product group code. This is useful for identifying cars that previously contained a particular type of product.

Auto Rebill Empty Flatcars

Selecting this field creates a new conveying car waybill when a car is spotted at an intermodal facility.

Override 418 with RWC

Option not currently used.

Sub Block Processing

Selecting this field enables parent-child relationships in the Customer Master file. Contact an RMI Support representative if you would like to use this option.

Delete BOL at ICHD

Selecting this field deletes unused bills of lading present for a car at the time it is delivered offline as a load. This setting is useful for cleaning up situations in which multiple or duplicate bills of lading are regularly transmitted to you.



Verify PO Nbr on Advance

Selecting this field instructs TMS to check purchase order numbers on incoming scrap advances against a table of valid numbers. This option is only valid if your railroad uses the P.O. interface.

Delete Spec Instr at Unload

Selecting this field instructs TMS to default the Delete Special Instructions flag on the Unload Cars window to Yes. If you leave this field blank, special instructions will be retained until the car is delivered.

Suppress Waybill # Assignment for Autoload

If you select No, TMS will assign a waybill number each time you auto-load a car. Yes instructs TMS not to assign a waybill number, so you can manually assign a number. Check Block Table instructs TMS to refer to this flag on the Edit Rule - Apply Auto Load window for each blocking rule.

Use Loaded WB for Empty Reverse Rte

Selecting this field instructs TMS to build reverse routes automatically from the original loaded waybills. If you leave this field blank, the hazmat fields in the reverse route will be populated from the TMS hazmat master files rather than from the original loaded shipment.


Railroad Profi leSupertrip

Supertrip

Supertrip is a powerful reporting and management tool for your most important TMS waybill movement and charge data. The Client Supertrip Setup window allows you to customize how Supertrip traffic and waybill data is built.

To set up Supertrip:

Complete the fields as needed on the Client Supertrip Setup window to customize the way Supertrip functions for your railroad. (Figure 8)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 8 Supertrip

Fast Path = MST

Figure 8


Railroad Profi leSupertrip

Field Definitions

Use Moves For Supertrip Traffic Type

Selecting this field instructs Supertrip to use the actual movements of the car on your operation to determine traffic type. If you leave this field blank, Traffic Type will be determined by the waybill route.

TMS TIPS: The Use Moves for Supertrip Traffic Type field (when selected), instructs Supertrip to determine if a move should be counted as received, forwarded, bridge, or local based on the move the car made on your railroad. The system default is to make this determination based on the waybill route. However, the waybill information is often incorrect for switching and/or junction settlement railroads. This results in Supertrip being unable to always correctly determine the traffic type represented by the move. RMI recommends that all railroads that do not settle freight based on ISS interline movement select this switch.

Update Supertrip with ISS Waybill Data

If your railroad settles freight though the Interline Settlement Process (ISS), select this field to have the Supertrip records updated with ISS revenue.

Use Currency Conversion in Supertrip

If your railroad settles freight in both US and Canadian funds, select this field to have TMS convert Canadian funds into US dollars. This conversion is done only within Supertrip itself and does not impact invoices issued in TMS.


Railroad Profi leDemurrage

Demurrage

Use the Client Demurrage Setup window to customize your basic demurrage management in TMS.

To set up demurrage defaults:

Complete the fields as needed on the Client Demurrage Setup window to set up your demurrage processing. (Figure 9)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 9 Demurrage

Fast Path = MDEM

Field Definitions

Figure 9

Process Demurrage

Selecting this field instructs TMS to produce demurrage or storage invoices.

Calculate Storage

Selecting this field instructs TMS to calculate storage. If you select this field, TMS will prompt you for a storage code and customer each time you place a car in storage. If you leave this field blank, you can still put cars in storage, but TMS will not prompt you for a code/customer. In addition, the cars in storage will be excluded from any storage extract or invoice calculation.


Railroad Profi leDemurrage

Force Release Storage Default

Selecting this field sets the default value of the Apply Force Release flag in all applicable Demurrage/Storage worksheet and invoice printing windows to Yes (Y). If you leave this field blank, the default will be No.

Send to Cash Selecting this field instructs TMS to download demurrage invoice totals to cash receivables.

Unloading Code

Default demurrage code for cars unloaded on your railroad. TMS uses this code for all unloading demurrage transactions unless special codes have been applied for a customer or a particular move. (See the TMS Guide: Charges and Demurrage for additional information on demurrage.)

Loading Code Default demurrage code for cars loaded on your railroad. TMS uses this code for all loading demurrage transactions unless special codes have been applied for a customer or a particular move.

Invoice Number

Next invoice number to be used for demurrage invoices.

Delete PCON/STEA on Re-bill events

Selecting this field instructs TMS to delete a constructive placement or storage move when a car is re-billed.

Delete PCON on Reject Events

Selecting this field instructs TMS to delete a constructive placement when a car is rejected.

Extract Private Cars w/o PCONs

Extract as Error builds demurrage records for private cars without PCONs as errors. If you select No, TMS skips private cars without PCONs when building demurrage records.

Extract Private Empties at PACT

Selecting this field builds demurrage records for empty private cars when they make an actual placement (PACT) movement.

Demurrage Invoice Payment Terms: Due Days/Text/Print

Standard default payment terms for demurrage charges. The Due Date specifies the number of days after the invoice is printed that it is due. Text allows you to enter a notation. Selecting Print instructs TMS to include the text on the invoice.


Print Due Date

Selecting this field instructs TMS to include the due date on the invoice.


Railroad Profi leIntermodal

Intermodal

Use the Client Intermodal Setup window to customize how TMS handles intermodal traffic.

To set up intermodal traffic:

Complete the fields as needed on the Client Intermodal Setup window to set up your intermodal defaults. (Figure 10)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 10 Intermodal

Fast Path = MIM

Field Definitions

Figure 10

Storage Inbond

Default demurrage/storage code for inbond storage.

Storage Non-Inbound

Default demurrage/storage code for non-inbond storage.

Detention Inbond

Default demurrage/storage code for inbond detention.

Detention Non-Inbond

Default demurrage/storage code for non-inbond detention.


Railroad Profi leIntermodal

Use Ground Inventory

Selecting this field indicates you will keep track of intermodal ground inventory using TMS. Ground inventory lets you see trailers and containers in inventory at the various ramps served by your railroad. The in-gate, out-gate, ramp, and de-ramp functions in TMS populate this inventory. If your railroad is serving a large port or intermodal facility that has its own ground inventory system, leave this field blank. Trailers and containers de-ramped from flatcars at these facilities are removed from your inventory.

Auto Create Gate Events

Selecting this field instructs TMS to write gate movements to history automatically when you ramp or deramp a container from/to a flat.

Print Trailer Inspection

Selecting this field prints trailer inspections when intermodal equipment moves out through the gate.

Permit Ramping Without Moving Cars

Selecting this field allows cars to be ramped or deramped without making a RAMP or DRMP history movement.

Allow Deramp at Same Station

Selecting this field allows you to de-ramp an intermodal container at the same station from which the ramp took place.

Allow Railcar to Convert to Flatcar

Selecting this field enables conversion of intermodal flatcars to railcars (or the reverse) with a Transportation Method Code of R for Rail or C for Conveying.

Create RAMP/DRMP for Conveying Car

Selecting this field instructs TMS to record a RAMP/DRMP movement for conveying cars as well as intermodal units. If you leave this field blank, the movement will be made only for the containers and trailers.

Auto Assign Pickup Numbers

Selecting this field instructs TMS to generate a pickup number for the following movements: inbound interchange, re-bill, in-gate, ramp, load, unload. If you leave this field blank, you must enter the pickup number manually.

Intermodal Invoice Payment Terms: Due Days/Text/Print

Standard default charge payment terms. The Due Date specifies the number of days after the invoice is printed that it is due. Text allows you to enter a notation. Selecting Print instructs TMS to include the text on the invoice.



Railroad Profi leWeight Defaults

Weight Defaults

The Client Weight Defaults window instructs TMS how to apply weight defaults for equipment handled by your road when the actual weights are not available. It is also used to establish maximum weight parameters for your operation.

TMS TIPS: You can also use the TMS blocking tables to establish minimum/maximum weights for the origin and destination of the car. For more information, see the TMS Guide: Advanced Automation.

To set up weight defaults:

Complete the fields as needed on the Client Weight Defaults window to set up your TMS weight handling defaults. (Figure 11)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 11 Weight Defaults

Fast Path = MWGT

Figure 11



Field Definitions

Weight Unit of Measure

Default unit of measure for most weight-related options in TMS. This field is usually set to pounds (LB).

Tons Unit of Measure

Ton type to be used as a unit of measure. Options includeGT Gross Tons (2240 LB) LT Long Tons MT Metric TonsNT Net Tons (2000 LB) ST Short Tons.

Weight Toler-ance %

Percentage above the car's maximum allowable load limit that you will allow a car to be loaded before it is flagged as an overload. For example, if you will permit customers to overload cars by three percent, enter 3 in this field. Cars loaded beyond three percent of their capacity will be flagged as overloaded.

Require Weigh Party

Selecting this field instructs TMS to require a weigh party for any weigh events.

Rail Gross Default railcar gross weight TMS will use if the car’s loaded waybill weight is not found.

Rail Tare Default railcar tare (empty) weight TMS will use if the UMLER light weight is not available.

Intermodal Gross

Default intermodal gross weight TMS will use if the trailer’s or container’s loaded waybill weight is not available.

Intermodal Tare

Default intermodal tare weight TMS will use if the UMLER light weight is not found.

Locomotive Default locomotive weight TMS will use if the UMLER weight is not available.

HighWide: Clearance Limit Code

Clearance code (Plate Size A-G) to be used to flag all cars exceeding that clearance on the TMS windows as oversized. For example, if you enter G, all cars with a plate size greater than G will be flagged as high wide throughout TMS.

HighWide: Weight Limit

Gross weight in pounds that is considered overweight on your railroad. For example, if you enter 270,000 in this field, all cars exceeding this weight will be highlighted on windows throughout TMS.

TMS TIPS: You can also use the TMS blocking tables to establish minimum or maximum weights for the origin and destination of the car. For more information, see the TMS Guide: Advanced Automation.



Enter Waybill Weights: Require History Date/Time

Selecting this field instructs TMS to require users to enter a date and time when cars are weighed loaded or empty.

Enter Waybill Weights: Default Weight Qualifier

Weight qualifier to be used as the default when entering waybill weights: Estimated Net Weight (E), Gross Weight (G), or Net Weight (N).

Enter Waybill Weights: Require Scale Track

Selecting this field makes Scale Track a required entry field when adding weights from the weight entry window.

Create EQH Weigh Event

Selecting this field instructs TMS to write a MOVU event to history when the To Be Weighed flag on a car’s waybill is set to “Ignore.” This event shows you that the flag has been changed.


Railroad Profi leMovement/Train Related Setup

Movement/Train Related Setup

The Movement Related Setup window allows you to customize how TMS should handle and record movements on the railroad.

To set up movement related defaults:

Complete the fields as needed on the Movement Related Setup window to establish settings related to movements. (Figure 12)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 12 Movement/Train Related

Fast Path = MMRT

TMS TIPS: Additional movement defaults are available by selecting Movement Options from this window. See “Movement Options” on page 37.

You can also specify how TMS processes train movements by selecting Train Movement from this window. See “Train Movement Options” on page 40.

Figure 12



Field Definitions

Record Local Moves to History

Selecting this field instructs TMS to record local moves to Car Movement History. Local moves are railroad operational track to track movements that do not leave station limits.

Many switching operations select this switch so they can see these moves in history. Larger railroads running from station to station often omit recording these moves to history as they can dramatically increase the number of records that are visible in car movement history. Storage moves, bad order moves, or moves to customers are not considered local moves.

Reverse Route (Local)

If most of your fleet assigned to local service is dedicated to one shipper, select this field. When the cars are unloaded, TMS will automatically block the cars back to the customer.

If, however, you have a large pool of cars dedicated to online service where multiple shippers are sending products to one or two large receivers, this field should be left blank so TMS will not automatically reverse route cars. For example, if your railroad serves several large grain elevators that feed one online processor, you may not want TMS to reverse route the cars back to the original shipper. Instead, you may want the cars released to a general service pool so the car distributors can determine where the cars go next.

Resequence Screen Default

Default window that will appear when you choose to resequence cars on tracks, trains, or interchange consists. Several resequence windows are available to you in TMS. RMI recommends experimenting with these windows and then entering in this field the appropriate number that represents your choice. From that point, the window you have selected will appear as a default whenever you choose to resequence cars.

Yard Review Screen Default

Default view for the TMS Yard Review window. Enter one of the following values to specify the information you want to appear first when you reach this window:

1 Product Group (PRD) 2 Switch To (SWT) 3 Online/Last Move (HOL) 4 Receive Information (RCV) 5 Switching Instruct (SWI) 6 Special Instruction (SPI) 7 EIF Information (EIF) 8 AMS Quantities (QTY).



Cust Instruction Queue Default

H instructs TMS to show held records when you enter the customer instruction queue. R instructs TMS to show released records when you enter the customer instruction queue.

Allow Empty No Bill Move

Selecting this field allows no-bill empty cars to move from station to station.

Hours Before Flagged Delayed

Value in hours to indicate when a car will be considered delayed. When car schedule deviation time exceeds the time entered in this field, the car’s priority code will be set to B.

Record WGHU Event to History

Selecting this field instructs TMS to write a WGHU record to car movement history every time the car’s weight is updated in the waybill.

Record MOVU Event to History

Selecting this field instructs TMS to write a MOVU record to car movement history every time the blocking or switching instructions on a car are changed. These additional moves are often important for large roads or complex switching operations in which cars are re-blocked frequently.

Use Activity Indicator

Selecting this field instructs TMS to display the Activity field on the online cars list windows in TMS. The Activity Indicator is a two-position field that represents the cars’ current status (for example, GH indicates General Hold) or the next move that should take place on the car (for example, OB represents Outbound Interchange).

Require Waybill Spot Field

Selecting this field instructs TMS to require a SPOT move for intermodal conveying cars before trailers or containers can be ramped to or deramped from those cars.

Set Switch To = Block To

Selecting this field instructs TMS to populate the Switch To field automatically with the value from the car’s Block To field.

Default Block To/Switch To

B indicates that Block To instructions should appear as a default on windows and reports throughout TMS. S sets the Switch To instructions as the default.

Prohibit Bad Order Loading

Selecting this field prevents operators from loading cars bad order cars. Leave this field blank to allow loading bad order cars.

Use Custom Bad Order Codes

Selecting this field indicates that you will be using your own set of bad order codes instead of the industry standard codes. Most railroads use the industry standard bad order codes and do not need to set up their own custom codes.

Allow Heavy Bad Order in Train

Selecting this field allows cars under heavy bad order to move in a train.



Prohibit Bad Order Delivery

H allows cars to be interchange delivered when under heavy bad order. L allows cars to be interchange delivered when under light bad order. B allows cars to be interchange delivered when under either type of bad order.

Auto Record Shop Moves

Selecting this field instructs TMS to write Shop In (SHIN) and Shop Out (SHOT) events automatically when moving cars to and from repair tracks.

Remove from Storage at Placement

Selecting this field instructs TMS to generate an Out of Storage movement on cars under storage when they are placed. TMS writes an OSTH move to history one minute prior to the PACT move.

Max Hours for Inbound Interchange

Maximum hours to be allowed for the inbound interchange to occur. A warning will appear if you enter an inbound interchange that is older than that time span.

Remove from Storage on Overlay

Selecting this field instructs TMS to move cars out of storage when an overlay occurs.

Remove from Storage on Rebill

Selecting this field instructs TMS to move cars out of storage when a re-bill (RBIL) occurs.

Remove from Storage at ICHD

Selecting this field instructs TMS to move cars out of storage when an outbound interchange delivery (ICHD) occurs.

Remove from Storage at Placement

Selecting this field instructs TMS to move cars out of storage when an actual placement (PACT) occurs.

Auto Record RCPL when Ordered

Selecting this field instructs TMS to generate a release from constructive placement (RCPL) when the Destination Track is updated for a car under constructive placement.

Auto Record OSTH when Ordered

Selecting this field instructs TMS to move cars out of storage when the Destination Track is updated for a car in storage.



Movement Options

You can specify more detailed movement defaults and settings on the Client Movement Options window.

To set up additional movement options:

Complete the fields as needed on the Client Movement Options window to establish additional movement options. (Figure 13) To reach this window, select Movement Options from the Movement Related Setup window.

Field Definitions

Figure 13

Require PACT/LOCP, when Moving to a Customer Track

Selecting this field instructs TMS to require that you use an actual placement (PACT) or an in-plant placement (LOCP) movement type when you move cars to a customer track.

Require PFPS/LOCP, when Moving from a Customer Track

Selecting this field instructs TMS to require that you use a pull from patron siding (PFPS) or an in-plant placement (LOCP) movement type when you remove cars from a customer track.

Disable PFPS Automatic Logic

Selecting this field disables the instructions that instruct TMS to write a pull movement (PFPS) automatically. All pulls must be made manually when this flag is selected.



Generate PFPS if Bad Ordered at Customer Track

Selecting this field instructs TMS to write a pull movement (PFPS) automatically if a car is on a customer track and is placed into bad order.

Permit Station to Station Placement

Selecting this field allows users to place cars across stations. If you leave this field blank, cars must already be at the customer's station before you can enter a PACT placement event.

Release Required for LE Status Change at Load/Unload

L instructs TMS to force you to release cars at the time you load them. U instructs TMS to force the release when you unload cars. B instructs TMS to force the release at both loading and unloading.

This option can be useful for railroads whose customers always release cars when they are loaded or unloaded. If you serve customers who may load or unload cars but have them held for final billing, do not set this switch.

Require RLS/LOCP when Moving from a Customer Track

Selecting this field instructs TMS to require that you use a release (RLS) or an in-plant placement (LOCP) movement type when you move cars from a customer track.

Auto Release when Moving from a Customer Track

Selecting this field instructs TMS to release cars automatically when theyare moved from a track by an AEI read.

Set Waybill Priority Code: A Being High Priority

Value to use as the Priority Code on the waybill when AEI releases a car. Valid options include

A High Priority B Delayed C Priority 3 D Priority 4 E Priority 5.

Allow Back Date Bad Order

Selecting this field allows the entry of back-dated Bad Order movements.

Allow Back Date PCON/NT

Selecting this field allow the entry of back-dated constructive placement or notify movements.



Max Hours for Inbound Interchange

Value, in hours, that indicates how long you have to make the inbound interchange. For example, if you set this field to 24, TMS will issue a warning if you make the inbound interchange more than 24 hours after the date/time on the interchange header.

Hours Future Move Limit

Value, in hours, that indicates how far in advance a user can make a move from the Move Equipment window. For example, if you enter 2 in this field, users may only enter a movement 2 hours in advance of the current date and time.

Ignore Bad Order when Move

Selecting this field instructs TMS to ignore any bad order edits when you are moving cars.

Ignore PCON when Move

Selecting this field allows cars to move as normal when under constructive placement.

Ignore Storage when Move

Selecting this field allows cars to move as normal when in storage.

Require Weigh Prior ICHD

Selecting this field instructs TMS to prohibit a car from being interchanged offline if the To Be Weighed flag in the waybill is set to Yes.

Move Date Default Option

B instructs TMS to default the Move Date field to blank. If you choose this option, the Move Date must be completed manually each time a movement is entered. Leave blank to default the current date.



Train Movement Options

If you use the TMS train functions to move your cars, you can specify movement defaults and settings on the Client Train Movement window.

To set up train movement options:

1. Complete the fields as needed on the Client Train Movement window to establish settings related to train movements. (Figure 14) To reach this window, select Train Movement from the Movement Related Setup window.

Figure 14



2. Select Train Schedule to work with defaults for scheduled trains on the Client Train Schedule window. (Figure 15) Complete the fields as needed.

Train Movement Field Definitions.

Figure 15

Require a Previous Departure before an Arrival

Selecting this field instructs TMS to require that you depart a train before it can arrive at the next station.

Automatically Print Train Papers - Default Setting

Selecting this field sets the default to print a train consist when the train leaves its origin point. When you depart a train in TMS, a field will appear asking you if you want to print train papers. That field will default to the value you enter here.

Require Train Set Before Departure Allowed

Selecting this field instructs TMS to require that users enter a Train Set (TSET) move before it can be departed from its origin station.

Automatic Setouts Default

Selecting this field sets the default to perform automatic setouts on qualifying trains. The default value for the Auto Setouts field on the Arrive/Depart Train window becomes Yes.



Check Cars for a Release Before Train Departure

Selecting this field instructs TMS to require that all cars on a train be released before that train can depart.

Maintain Train Work Queue

Selecting this field instructs TMS to maintain a train work queue automatically. The train work queue is used for rating trains with the non-transportation module.

Auto Delete Outbound Interchanges at Final

Selecting this field automatically deletes an outbound interchange when you deliver the cars in that consist.

Require Crew Entry Before Pending Train Departure

Selecting this field instructs TMS to require crew information when a pending train is departed from its origin station.

Hours in the Future Arrival/Departure Limit

Value, in hours, to limit how far ahead a user will be able to enter a train arrival or departure.

Validate Train ID at Interchange

Value to indicate when trains should be validated. Options include

Blank Train will not be validated.B Train will be validated at both inbound and

outbound interchange.I Train will be validated only at inbound

interchange.O Train will be validated only at outbound

interchange.

Use Day of Month in Train ID

Selecting this field instructs TMS to add the day of the month to the end of Train ID automatically when a pending train is built. This allows you to identify the train easily.

Require Locomotives for Inbound Interchange

Selecting this field indicates that train consists must contain at least one locomotive in order to be inbound interchanged.

Require Locomotives for Outbound Interchange

Selecting this field indicates that train consists must contain at least one locomotive in order to be outbound interchanged.



Train Schedule Field Definitions

Run Road Using Planned Trains

Selecting this field instructs TMS to run the road using planned trains.

Use Train Assignments

Selecting this field enables train assignments for the railroad.

Use Train Master Schedules

Selecting this field enables train master schedules for the railroad.

Use Car Schedules

Selecting this field enables car schedules for the railroad.

Days in Advance Planned Train Create

Value, in days, that indicates how far in advance planned trains should automatically be created. For example, if you enter a 1, on any given day, TMS will create trains planned for the next day.

Auto Create Pending Trains

Selecting this field instructs TMS to create pending trains automatically.

Check for Trains to Create Every __ Minutes

Value, in minutes, that indicates how often TMS should check for pending trains to create.

Hours Before Departure

Value, in hours, to limit how far ahead a user will be able to project a pending train departure.

Use Train Schedule Delays

Selecting this field enables train schedule delays for the railroad.

Minutes Before Train Considered Delay

Number of minutes that must pass before a train is considered delayed. For example, if you enter 120, a train will be considered delayed if it departs more than two hours after it is scheduled to depart.

Prevent Move w/o Reported Delay Match

Selecting this field instructs TMS to require that all train delays be reported. If you select this field, trains will not be allowed to move until the entire delay has been reported. If you try to move a delayed train with this flag on, the system will prompt you with a Train Delay window to properly record the delays.

Add Train Delay in Duration Time (HH:MM)

Selecting this field instructs TMS to specify all train delays by duration. If you choose this option, you will enter the length of the delay and TMS will automatically populate the start and end times of the delay.


Railroad Profi leNotifications/Admin Messages

Notifications/Admin Messages

The Client Notification/Admin Messages window offers important options for sending automatic notifications to your clients. It also includes instructions for other administration messages.

To set up notification and administrative message instructions:

Complete the fields as needed on the Client Notification/Admin Messages window to set up your message defaults. (Figure 16)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 13 Notifications/Admin Messages

Fast Path = MNOT

TMS TIPS: Use the Copy Open Admin Messages to New Year option to copy open administrative messages from a previous year to another year.

Figure 16


Railroad Profi leNotifications/Admin Messages

Field Definitions

Notification:

Automatic Notification

Type of traffic for which you want to generate automatic notifications. These notices will be sent to customers when cars arrive at final destination. If you leave the field blank, no notices will be generated.

Notify Output Queue

Print queue at which notifications and constructive placements are stored. Contact RMI Support to obtain the appropriate queue for your operation.

Notify Job Queue

Job queue at which notifications and constructive placements are stored. Contact RMI Support to obtain the appropriate queue for your operation.

E-Mail Auto Notification

Selecting this field instructs TMS to send automatic notifications via e-mail.

E-Mail Customs Brokers

Selecting this field allows customs consist information to be e-mailed to brokers. Customers may be designated as brokers in your railroad’s Customer Master file.

E-Mail Cargo Control Document

Selecting this field instructs TMS to e-mail the customs control document to the broker specified in the waybill when a manifest is sent to customs. Customers may be designated as brokers in your railroad’s Customer Master file.

Notify on Re-bill events

Selecting this field instructs TMS to generate an automatic notification when a car is re-billed.

Notify on Local Moves

R generates an automatic notification when a car is released. P generates an automatic notification when a car is pulled from patron siding.

Administrative Messages:Use the functions below to manage the Administrative Message functions in TMS. You can use these features to capture free-form wording for documents such as slow orders, yard turn-overs, or daily updates.

Default View Messages to appear on the administrative messages list window.

Control Messages By Year

Selecting this field sorts messages by year.

Auto Complete Message

Selecting this field instructs TMS to delete a message automatically if it has an expiration date/time.


Railroad Profi lePrinting Defaults

Printing Defaults

When users print a switch list or train list in TMS, they are provided with a series of options to customize the list for their operation. The Client Print Defaults window allows you to set the defaults that should appear. For example, if you select the Print Hazmat Information field, TMS will default that option to Y each time a user prints a switch list. The user would have to set that option to N manually to keep hazmat information from appearing.

To set up printing defaults:

Complete the fields as needed on the Client Print Defaults window to set print defaults for train lists and switch lists. (Figure 17)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 14 Printing Defaults

Fast Path = MPD

Figure 17


Railroad Profi lePrinting Defaults

Field Definitions

Yard List Formats Page Break

Selecting this field instructs TMS to use the yard list reports’ default page breaks.

Work List Formats Page Break

Selecting this field instructs TMS to use the work list reports’ default page breaks.

Print Hazmat Information

Selecting this field instructs TMS to include hazardous materials information on printed lists.

Print Special Instructions

Selecting this field instructs TMS to include special instructions on printed lists.

Show Additional Print Options

Selecting this field instructs TMS to take users to the Report Print Options window each time they print a work list or switch list. This window offers detailed print options.

Print Product Group as Commodity

Selecting this field instructs TMS to replace the commodity name with the Product Group field on switch lists.

Show Net or Gross Tons

If you are printing a Standard Consist #2, you can choose to display either net tons (N) or gross tons (G).


Railroad Profi leClassification Track Defaults

Classification Track Defaults

The Client Classification Defaults window allows you to change classification track defaults.

To modify classification track defaults:

Complete the fields as needed on the Client Classification Defaults window to set defaults for classification tracks. (Figure 18)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 15 Classification Defaults

Fast Path = MCLST

Field Definitions

Figure 18

Clear Classification Track Assignments when Class Track Is Empty

Selecting this field instructs TMS to clear classification track assignments automatically when the classification track is empty.

Classification List: Use Cut Identifier

Selecting this field instructs TMS to identify car cuts within a classification list.


Railroad Profi leAEI Consists

AEI Consists

The Client AEI Consists window allows you to manage AEI consist defaults.

To set up AEI consist defaults:

Complete the fields as needed on the Client AEI Consists window to set defaults for AEI consists. (Figure 19)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 16 AEI Consists

Fast Path = MAEIC

TMS TIPS: Select Auto AEI E-Mail Distribution to create pre-defined e-mail distribution lists for notifying users when errors occur in various AEI auto events or when a consist is automatically modified to match an AEI scan.

Field Definitions

Figure 19

Default AEI Consists View

Default view for AEI consists. You can choose to see only AEI auto event sites (A), only AEI train matches (M), or only non-auto event sites (N). If you leave this field blank, the default view will display all consists.

Build in Road Direction

Selecting this field instructs TMS to build AEI consists in railroad direction. For example, if the railroad direction is South, AEI lists will always be built from South to North.



Bypass Incomplete Reads

Selecting this field instructs TMS to bypass all incomplete reads. A consist will not be built if the read is incomplete.

Purge Scans Older Than

Value, in days, beyond which AEI scans will be purged from the system. For example, if you enter 120 in this field, AEI scans will be automatically deleted when they become older than 120 days.

Use Start or End Time

E instructs TMS to use the AEI end time for processing; leave blank to use the start time.

Reader Monitor Interval

Value, in minutes, that indicates how often TMS should check the AEI site for new reads.

E-mail AEI Scale Report

Selecting this field instructs TMS to send an AEI Scale Interface Weights report when cars are weighed. The report must be set up as a job-level e-mail. Select F7 to specify e-mail recipients.

Ignore ‘Not Online’ Errors when Creating from AEI: Outbound Consist/Work List/Pending Train/Scale Interface

Selecting this field in any of these fields instructs TMS to ignore any cars that are marked as “not online” when you are using an AEI read to create that type of list.

For example, if you select the Outbound Consist field, the consist will be created and include all cars except those in error.

If you leave a field blank, cars on that list will be marked as errors if any cars are not online.

AUTO AEI:

Automate Events Matched to AEI Consist

Selecting this field allows AEI to process events automatically.

Default Match % Tolerance

Value to use as the default match percentage.

Do Not Process Scans Older Than

Value, in hours, beyond which AEI scans will be unusable. For example, if you enter 24 in this field, TMS will not process any scans more than a day old.

ICHD: Write OSTH at ICHD

Selecting this field instructs TMS to write an out of storage movement (OSTH) automatically if a car in storage goes past a reader set to deliver cars offline. The OSTH movement is written one minute prior to delivery.



Delete Locomotives from AEI for Receipts/Deliveries/Departures

Selecting the appropriate field instructs TMS to ignore any locomotives read in an AEI scan when a consist is generated for a receipt, delivery, or departure.

Delete End of Train from AEI for Receipts/Deliveries/Departures

Selecting the appropriate field instructs TMS to ignore any end of train device read in an AEI scan when a consist is generated for a receipt, delivery, or departure.

ICHD: Delete Completed WBs from AEI

Selecting this field instructs TMS to delete completed waybills from a consist created from an AEI event.

Total Match % Calculation: Exclude All Operation Equipment

Selecting this field instructs TMS to ignore any operating equipment when determining match percentage.

Total Match % Calculation: ICHD - Exclude Cars in AEI Not Outbound

Selecting this field instructs TMS to ignore any cars that are not on the outbound consist, but are on the AEI consist.

Departing Pending Train: Require Engineer & Conductor Info

Selecting this field instructs TMS to include a train depart edit that requires crew information.

Final Train Papers: Output Queue

Output queue to which final train papers should be sent.


Railroad Profi leWork List Defaults

Work List Defaults

The Client Work List Defaults window allows you to customize when TMS should automatically complete cars on wok lists.

To modify work list defaults:

Complete the fields as needed on the Client Work List Defaults window to set defaults for work list completion. (Figure 20)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 17 Work List Defaults

Fast Path = MWL

Figure 20


Railroad Profi leWork List Defaults

Field Definitions

Creating New Work List”: Mark Cars Complete When Moves Are Made

Selecting this field instructs TMS to complete cars on a standard work list automatically when they move.

From AEI - Create New Work List: Mark Cars Complete When Moves Are Made

Selecting this field instructs TMS to complete cars on an AEI-generated work list automatically when they move.


Railroad Profi leCar Distribution

Car Distribution

The Edit Client Car Distribution window allows you to set up defaults for how your operation will use the TMS Car Orders module. Car Orders are primarily used by railroads that provide empty equipment to protect loading for large online customers.

To set up car distribution defaults:

Complete the fields as needed on the Edit Client Car Distribution window to set defaults for the car order module. (Figure 21)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 18 Car Distribution

Fast Path = MCD

Field Definitions

Figure 21

Reopen Car Orders when a car goes on Bad Order

Selecting this field instructs TMS to re-open a car order automatically when one of the cars assigned to the order is flagged as bad order.

Auto Assign Cars to Order on Actual Placement (PACT)

Selecting this field instructs TMS to assign an empty car to a car order automatically when that car is placed at a customer with outstanding open orders.


Railroad Profi leCar Distribution

Automatically Release Cars Assigned to a Car Order that are Bad Ordered while under Placement Status

Selecting this field instructs TMS to remove a car from an order when it is bad ordered while placed.

Reassign Cars to Orders on Actual Placement (PACT)

Selecting this field instructs TMS to reassign a car from one order to another automatically when the car is placed.

Empty Car Distribution Blocking Table Default Flag

Value that indicates whether cars moving through the car distribution blocking table should be planned (blank) or assigned (A) to an order.

Prevent Bad Ordered Cars from Assigning to Car Orders

Selecting this field keeps bad ordered cars from being assigned to a car order. Leave this field blank if you want to allow bad ordered cars to be assigned to an order.

Create ORDR Record During Receipt if Date Segment Exists

Selecting this field instructs TMS to create an ORDR event for each 417 record that comes in with a want date in the DTM segment.


Railroad Profi leCustomer Interface/ShipperConnect

Customer Interface/ShipperConnect

Use the Customer Interface Setup window to set up how TMS will process requests from your shippers placed via the ShipperConnect Rail Carrier Interface.

To set up ShipperConnect options:

Complete the fields as needed on the Customer Interface Setup window to set defaults using ShipperConnect. (Figure 22)

TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 20 Customer Interface

Fast Path = CIS

Field Definitions

Figure 22

Customer Interface Process

H places ShipperConnect processing on hold; leave blank to automatically process ShipperConnect requests as they are made.

Customer Interface Process Hours

Number of hours prior to an advance request that TMS should begin to process that request. For example, if a shipper requests a car movement be made at noon, you would enter 4 in this field to begin processing that request at 8:00 am.


Railroad Profi leCustomer Interface/ShipperConnect

Update Switch Request from Move Events

Selecting this field instructs TMS to update the status of cars on a switch request if those cars are moved.

Auto Create Work List When ShipperConnect Creates a New Switch Request

Selecting this field instructs TMS to create a work list automatically when ShipperConnect passes in a free-form switch request message.

Require Pattern when Adding Switch Request

Selecting this field instructs TMS to require that a pattern be used when a user sends in a switch request via ShipperConnect.

Permit Duplicate Switch Request per Customer

Selecting this field allows TMS to process more than one switch request per customer. If you leave this field blank, TMS will not process a switch request if an incomplete request already exists for that customer.

Create ORDR on Placement

Selecting this field instructs TMS to write an ORDR movement when a requested car is placed.


User Profiles Basic Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .58 Creating and Maintaining User Profiles . . . . . . . . . . . . . . . . . . . . . . . . . . . . .59 Setting Up System Access for a User Profile . . . . . . . . . . . . . . . . . . . . . . . .62 Setting Up Menu Access for a User Profile . . . . . . . . . . . . . . . . . . . . . . . . . .67

Each TMS user will have a unique user profile ID and password. If you are the TMS administrator for your road, you can add, delete, and modify user profiles. However, many roads prefer to contact RMI Support for help with this important task.

As administrator, you determine the level of access for each user. You can choose to limit which menus and functions users see when they log in to TMS. For example, you might want to provide billing clerks only with the tools to load, unload, and bill cars. This allows them to move quickly and easily to the windows they need to do their job.

Basic Procedures

The system administrator must first create a user profile. They can then authorize that user to the appropriate functions and/or menus.

You should follow these steps to set up a new user profile:

• Create the unique user ID and password combination. See “Creating and Maintaining User Profiles” on page 59.

• Establish basic access for the user in TMS. You will also assign default station access and waybill security in this step. See “Setting Up System Access for a User Profile” on page 62.

• Specify which TMS menus and functions the user will be allowed to access. See “Setting Up Menu Access for a User Profile” on page 67.


User Profi lesCreating and Maintaining User Profiles

Creating and Maintaining User Profiles

The TMS Work with User Profile function allows administrators to add, delete, and edit user profiles. Each user profile contains an ID and password that allow the user to enter TMS. The profile also sets the printer output queue for the user.

TMS TROUBLESHOOTING: The user profile does not automatically set security and access levels for the user. After you add a new user, you should immediately set up that user’s menu and function access.

To add or modify a user profile:

1. Go to the RMI Security Maintenance window. (Figure 2)RailConnect Main Menu 22 Security Menu 31 User Profile MaintenanceFast Path = PRF

TMS TIPS: If you administer a multi-rail operation, you will be asked to enter the road mark for the railroad profile you want to edit.

TMS TIPS: Before TMS can display the RMI Security Maintenance window, it must build the profile list for the road. This process may take a few moments, depending on the list size.

Figure 23



2. You can perform the following user profile management functions from this window:

3. To create a new user, type 3 next to an existing user with authority similar to the authority you want to give the new user and select OK.

If you want to then

enable a user to access TMS enter 1 on the code line next to the user’s profile and select OK. This resets the password for the user and requires the user to change the password on the next signon attempt.

change a user’s default printer enter 2 on the code line next to the user’s profile and select OK.

delete a user profile enter 4 on the code line next to the user’s profile and select OK.

search for a specific user select Position To, enter the user’s ID, and then select OK.

cancel action and return to previous window

select Return.

Figure 24



4. Complete the following fields on the Create New User Profile window (Figure 24):

5. Select OK to save the new ID, then OK again to confirm.

TMS TIPS: If you are creating a profile for a user who needs access to multiple roads, please contact RMI Support.

TMS TROUBLESHOOTING: When you return to the RMI Security Maintenance window, you may not see the new profile you just created. Select ReDisplay to refresh the window. The new profile will appear.

User Initials To create a new user ID, enter the user’s initials. The ID will be your road mark followed by the initials

User Name Use this field to enter the user’s name and any other identifying information, such as position and work location. The more specific the information, the better.


User Profi lesSetting Up System Access for a User Profile

Setting Up System Access for a User Profile

After you have created a new user profile, you must set up basic access to TMS for that user. This step connects the user to TMS and establishes basic levels of authority.

To set up system access:

1. Go to the Work with Option Access window.RailConnect Main Menu 22 Security Menu 11 Work with Option AccessFast Path = WACCS

TMS TIPS: You can define a special menu system for the user using the Custom Menu option. This option allows you to specify which menus are accessible. Users can customize their own menus or select the first menu they see by taking 21 Menu Customization from the AS400 Main Menu.

2. You can perform the following user profile management functions from the Work with Option Access window (Figure 25):

Figure 25

If you want to then

delete a user type D next to the user’s name and select OK.

print a user’s options type P next to the user’s name and select OK.



3. Select Add to create the new user.

4. Enter information in the following fields on the Edit User Profile window (Figure 26):

edit a user’s basic information type 2 next to the user’s name and select OK.

review a user’s option access type 7 next to the user’s name and select OK.

review a user’s menu access type 8 next to the user’s name and select OK.

review the access of a user to local options

type 9 next to the user’s name and select OK.

add a user’s menu authority to other roads in your organization

type R next to the user’s name and select OK.

Figure 26

User ID User ID that you have already created.

Name Free-form user name.

Initial Option Name of the menu that will appear each time the user signs on to the system. The most common option is /M ED for the TMS main menu.

If you want to then



5. Select OK.

E-mail User’s e-mail address.

Authorize all menus and programs each time this user signs on?

Selecting this field indicates the user should have universal access to TMS. To limit access, leave blank.

Authorize all local options each time this user signs on?

Selecting this field grants the user full access to all local options, such as the ability to work with spool files or jobs. To deny users this access, leave blank.

Convert user to Escape Soft Menu?

Selecting this field allows the user to see the AS/400 print control and job control function by pressing the ESC key. RMI suggests providing users with this access only if they have been trained on these functions.

Client company

Not used.

TMS Access inactive

A gives user access to TMS.

RMS Access inactive

A gives access to RMS.

Figure 27



6. Enter information in the following fields in the station and waybill authorization box (Figure 27):

Default Station

Station the user will work with most of the time. TMS remembers this station when the user logs on. The user can complete many TMS movement functions without keying a station code.

Waybill Authority

This field controls the user’s ability to modify waybills. The following options are valid:

0 Inquiry Only1 Transportation Only: If a user with an authority

of 1 enters or updates a bill, that waybill is suspended. It must be validated by a user with a higher authority before it can be used in freight billing or go out EDI.

2 Delete Foreign Hazmat: Same as Transportation Only (1) except that the user can also override a foreign road’s hazardous bill.

3 EDI Edit/Prt Rates & Charge: Same as Transportation Only (1) except that the user can make the waybill ready for EDI.

4 All Waybill Authority: This level has all of the authority rights contained in levels 1-3; in addition, the user may modify the waybill.

5 All Authority: Highest administrative level of security. Allows user to modify, rebill, and delete the waybill.

Access all stations

Selecting this field allows user to access all stations. Leave the field blank to limit access to the default station entered on this window.



7. Select OK to accept the information.

8. If you indicated that the user should have access to RMS, enter information in the following fields in the Edit Additional RMS Information box for RMS security information (Figure 28):

9. Select OK to save, then Exit to return to the Work with Option Access window.

Figure 28

Contact Code Code that represents user’s ISS responsibility. DM designates a division manager, and RS designates a rate supervisor.

Phone User’s telephone number.

Fax User’s fax number.

Security Level Security level code. A indicates the user is an administrator. Leave blank for operator status.

EDI Level Security EDI security level. A indicates the user should have access to all EDI functions. Leave blank to display/print only.


User Profi lesSetting Up Menu Access for a User Profile

Setting Up Menu Access for a User Profile

After you have added users to the system you can then customize the access they should have to the system. You can give them unlimited access to all menus and functions, or you can choose to limit the options they can use.

In addition to restricting users from functions they should not be able to work with, selectively assigning access allows users to move quickly to those functions they use the most.

You can use the security function to assign access to the following:

• menus and programs provided by RMI

• local options, including all functions entered on a TMS command line.

To assign menu/function access:

1. Go to the RMI Security Maintenance window.RailConnect Main Menu 22 Security Menu 11 Work with Option AccessFast Path = WOPTS

2. Take one of the following options from the Work with Option Access window to set user access to menus and functions:

• The most common way to set a user’s access is to copy the access levels from an existing user with similar job functions as the new user. Type F next to the user whose access you want to copy and T next to the user to whom you want that access copied. Select OK.

• You can allow the user access to all functions and menus. Type A next to all users to whom you want to give universal access. Select OK.

• You can specify which menus and functions you want to allow. Type 8 next to a user and select OK to create access to menus. On the Menu Authorization window you can specify which menus the users should be able to access. (Figure 29)

You can give the user access to all functions on a particular menu by entering A next to that menu.

You can also choose which options the user should be able to use by entering 1 next to that menu, then entering the menu number in the Option Nbr field. The Menu Authorization window drills down to allow you to pick individual options from the menu you specified.


User Profi lesSetting Up Menu Access for a User Profile

3. Select OK to save your choices, then Exit to return to the Work with Option Access window.

Figure 29


Master Files Basic Procedures . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71

Setting Up Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71 Master Files Menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71

Station and Track Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76 Stations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .76 Zones . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .80 Tracks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .82 Track Classification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .88 Station Mileage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .92 District Mileage. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .95

Customer Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99 Customers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99 Customer Synonyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110 Customer Types to Synonym. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115 Notification Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .118

Switching Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120 Special Instructions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .120 Work List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .122

Car Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126 System Fleet/Assigned Cars . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126 Pool Car Reverse Routes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131

Move and Exception Code Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134 Special Handling Codes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134 Activity Indicators . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137 Last Moves. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .141

E-Mail Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .142 E-Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .142 E-mail Distribution Lists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146 Job-Level e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .149

City/State Synonym Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .151 City/State Synonyms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .151

Audit and Accounting Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .154 Revenue Adjustment Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .154 Chart of Accounts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .156 Cost Centers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .158

Group Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160 Car Hire Report Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .161 Car Kind Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .164 Commodity Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .168


Master FilesSetting Up Menu Access for a User Profile

Customer Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .172 Customer Entity Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .177 Track Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .181 Equipment Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .184 Geography Groups. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .188 Printer Groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .192

Miscellaneous Files . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .195 Hold Queue Reject Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .195 Clearance Point . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .197 Roads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .200 Custom Bad Order Codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .203 Client Addresses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .205


Master Fi lesBasic Procedures

Basic Procedures

Master files are one of the most powerful elements of TMS. They are used to check and streamline data entry throughout the system and to record information rapidly and accurately. RMI recommends that you thoroughly understand their function before you begin setting up your master files. Call RMI Customer Support if you have any questions about working with master files.

Setting Up Codes

You should plan your coding scheme carefully before you begin setting up codes in any TMS master file. You will use these codes frequently as you move and bill cars. An easy-to-enter and recognizable set of codes is crucial. As a rule, make codes short enough so you need only a few keystrokes to enter the code. However, the code should be long enough for users to know what they mean.

RMI suggests getting several users together to plan your codes before you begin entering data in your Master Files. For example, it might be helpful to consult with your marketing or sales departments before you begin entering customer codes.

Master Files Menu

# Fast Path Option Details

STATIONS/TRACKS

1 MSTA Stations “Stations” on page 76.

2 MZONE Zones “Zones” on page 80.

3 MTRCK Tracks “Tracks” on page 82.

4 MAEI AEI Sites For information, see the TMS Guide: Advanced Automation.

5 /TRCL Track Classification

“Track Classification” on page 88.

6 SMT Station Mileage “Station Mileage” on page 92.

7 DISTT District Mileage “District Mileage” on page 95.

8 TG Track Groups “Customer Entity Groups” on page 177.

9 TCC Track Condition Codes

Define valid codes to describe track conditions.

CUSTOMERS

11 MCUS Customers “Customers” on page 99.


Master FilesBasic Procedures

12 MSYN Customer Synonyms

“Customer Synonyms” on page 110.

13 MSYNO Customer Synonyms w/o Match

“Customer Synonyms” on page 110.

14 NOTTX Notification Text “Notification Text” on page 118.

15 MCTS Customer Types to Synonym

“Customer Types to Synonym” on page 115.

16 CGRPS Customer Groups “Customer Groups” on page 172.

17 CERPS Customer Entity Groups

“Customer Entity Groups” on page 177.

18 SRP Switch Request Patterns

For information, see the TMS Guide: Transportation.

TRAINS/SWITCHING

21 MTRN Trains For information, see the TMS Guide: Transportation.

22 TRDEL Train Delays For information, see the TMS Guide: Transportation.

23 SPINS Special Instructions

“Special Instructions” on page 120.

24 BLOCK Blocking Table For information, see the TMS Guide: Advanced Automation.

25 WTRNS Train Schedule For information, see *the TMS Guide: Transportation.

29 WLMST Work List “Work List” on page 122.

27 TEM Train Make-Up Exceptions


CAR MASTER

31 EIF Equipment Information (EIF)

Look up equipment dimensional information for cars.

32 MFL System Fleet/Assigned Cars

“System Fleet/Assigned Cars” on page 126.

33 PCREV Pool Car Reverse Routes

“Pool Car Reverse Routes” on page 131.




37 CHRGP Car Hire Report Groups

“Car Hire Report Groups” on page 161.

38 LIGHT Fixed Light Weights

Work with car weight detail. This master file includes weight specifications in addition to UMLER data. You can use this file to schedule equipment to be weighed and to set a flag indicating that TMS should apply the scale weight as a default tare weight when the car is weighed.

MOVE AND EXCEPTION CODES

40 RJC Reject Reason Codes

Define valid reason codes to identify why cars are in reject or hold queues. You can use these codes to select records when you run reports or view exceptions on screen.

41 RSC 423 Movement Codes

Work with movement codes from EDI 423s.

42 NCOMP Non-Compliance Reason Codes


43 ISOC ISO Compliance Reason Codes

Define valid reason codes to identify why cars are not in compliance for ISO reporting.

44 SHCDE Special Handling Codes

“Special Handling Codes” on page 134.

45 ACTIN Activity Indicator “Activity Indicators” on page 137.

46 LMOVE Last Moves “Last Moves” on page 141.

E-MAIL

48 EML E-Mail Addresses “E-Mail” on page 142.

49 DISTL Distribution Lists “E-mail Distribution Lists” on page 146.

50 JEML Job Level E-Mail “Job-Level e-mail” on page 149

CITY/STATE SYNONYMS

61 CSYN City/State Synonyms

“City/State Synonyms” on page 151.



Master FilesBasic Procedures

62 CSYNU City/State Synonyms Unapplied

“City/State Synonyms” on page 151.

GROUPS

70 COMMG Commodity Groups

“Commodity Groups” on page 168.

71 COMMD Geography Groups

“Geography Groups” on page 188.

72 CPYGR Copy Groups to Other Roads

Copy commodity and geography groups to other railroads operated by your company.

MISCELLANEOUS

80 CHF Common Header/Footer

Enter computer code that your company might use as part of your file extracts for other computer systems. Not to be used without contacting RMI Support.

81 RRC Hold Queue Reject Codes

“Hold Queue Reject Codes” on page 195.

82 /RPG Railroad Performance Goals

Enter basic performance goals (such as delays) that will be used as measurements when running reports.

83 POMST Purchase Order Master

Define purchase order numbers.

84 PRTG Printer Groups “Printer Groups” on page 192.

AUDIT/ACCOUNTING

91 RARC Revenue Adjustment Codes

“Revenue Adjustment Codes” on page 154.

92 GLCOA Chart of Accounts “Chart of Accounts” on page 156.

93 GLCC Cost Centers “Cost Centers” on page 158.




CLEARANCES

99 CPM Clearance Point Master

Identify locations on your operation with possible clearance issues. You can use this master file to describe each bridge, overpass, or tunnel, including clearance measurements.



Master FilesStations

Station and Track Files

Stations

The Station master maintains a list of stations served by your railroad, as well as information for each station, such as the SPLC, the FSAC, and interchange roads. TMS checks the Station Master for accurate data entry when you move or bill cars.

To add or modify stations:

1. Go to the Station Master list window. (Figure 30)TMS Main Menu 31 Master Files 1 StationsFast Path = MSTA

Figure 30


Master Fi lesStations

2. Take one of the following options:

• Type 1 to the left of the station you want to modify and select OK.

• Select Add to create a new station.

3. Complete the fields on the Edit Station Master window. (Figure 31)

4. You can perform the following file management tasks from this window:

5. Select OK to update the record, then Exit to return to the Master Files menu.

Figure 31

If you want to then

view or modify station interchange roads

select Interchange Roads.

delete a station record select Delete.

enter an interchange dwell time override

select Interchange Dwell Time.

establish stations for use with the DIGICON system

select DIGICON Station.

enter a customer dwell time override select Customer Dwell Time.


Master FilesStations

Field Definitions

Station ID Station Identification code. You can use either a number or a short name. You will use this ID when you move cars in TMS.

Name Station description.

State State in which the station is located.

Mile Post Milepost where the station is located. The milepost is very important if you use RMI’s Car Hire services. (See the Car Hire manual for more information on setting up this field.)

SPLC Standard Point Location Code (SPLC) representing the station. The Association of American Railroads maintains a national listing of all valid codes. When you move cars in TMS, those movements are reported to TRAIN II with this number. Be sure to assign the correct SPLC to each station you set up in TMS.

FSAC Code Freight station accounting code (FSAC).

Junction Junction abbreviation for that station. Only stations that are interchange points require a junction code.

CLM City Abbreviated city name for Car Location Message (CLM) reporting.

Left at Station (optional)

Used only if there is another station online that serves as a drop-off or intermediate yard point for this station.

Default Track If the station has most of the traffic destined to, or originating from, a particular track, enter that track code in this field. TMS will use that track when it makes automatic setouts from trains or consists.

Traffic Grouping

Flag used to group multiple stations together for Supertrip reporting purposes.

Origin Billing FSAC

Billing FSAC number for this station if different than the station’s own FSAC number.

Dwell Time Average time a car will spend in the station before it is moved out on the next train. Complete this field only if you are using the car scheduling features in TMS.

Classification Defaults: Lead Track

Lead track to be used if classification tracks are associated with this station.

Classification Defaults: Category

Category of the lead classification track. The category allows you to separate switching into groups for handling.


Master Fi lesStations

423 Translation Code

Two position field that converts your station to a number to be transmitted in EDI 423 messages for train scheduling purposes.

Alt Station Not in use.

Station Yard Selecting this field indicates that the station is used as a rail yard. This flag is used for RMI Business Intelligence.

Time Zone Time zone in which the station is located.

Daylight Savings

Selecting this field indicates the station is located in an area that participates in daylight savings time.

Interchange Roads

Reporting marks of the roads that interchange at that station. To enter or modify these roads, select Interchange Roads.

DIGICON: Primary Station

Primary station designated if your road uses a DIGICON interface.

US Entry Port First physical port of entry if this station is a U.S. station. This value is specified by the CAMIR document from U.S. Customs.

Canada Entry Port

First physical port of entry if this station is a Canadian station. This value is specified by the CAMIR document from U.S. Customs.

Ingate/Outgate Location

If the station has most of its intermodal traffic ingated or outgated at a particular location, enter that location to be used as a default.

Ramp/Deramp Location

If the station has most of its intermodal traffic ramped or deramped at a particular location, enter that location to be used as a default.

Street Location

Currently not used.

Hiway Mark Intermodal highway mark used for interchange reporting.

Drive Around Selecting this field indicates the facilities are equipped with drive around loading.

Circus Load Only

Selecting this field indicates the intermodal facilities are equipped only with circus loading/unloading capabilities.


Master FilesZones

Zones

The Zones master is used to divide large stations into logical switching areas or districts. For example, you might set up the following zones at a large station:

• Industrial Zone representing an industrial park.

• Yard Zone representing a class yard.

• Interchange Zone representing an interchange point.

• Dock Zone representing a wharf area.

When working with cars in a large station, you can use the Zone field to narrow down the number of tracks you will work with or view. Smaller stations usually need only one zone.

TMS TROUBLESHOOTING: You must set up at least one zone for each station where you will be moving cars in TMS. Most TMS users set up multiple zones within a station only for very large stations.

To add zones to the stations on your railroad:

1. Go to the Zone Master list window. (Figure 32)TMS Main Menu 31 Master Files 2 ZonesFast Path = MZONE

Figure 32


Master Fi lesZones

TMS TIPS: You can modify the Zone Name or Type by entering information directly on this window.

2. Select Add to create a new zone.

3. Complete the fields on the Zone Master - ADD window. (Figure 33)


Field Definitions

Figure 33

Station Station in which the zone exists. The station must exist before you can add a zone for that station.

Zone Code representing the zone you are adding.

Name Free-form description of the zone.

Type Zone type indicating the primary use for the zone. This is a reference-only field. The following are valid:

Y Yard – Represents yard or industrial tracks. Most zones are set up with this class.

C Classification – Represents classification tracks within yards.

P Phantom – Represents non-existing tracks used temporarily for train make-up.

S Switching District – Represents switching districts within a station.


Master FilesTracks

Tracks

The Tracks master maintains a list of online tracks or intermodal locations served by your railroad. Track codes represent main lines, customer sidings, yard tracks, or any location where you can store, place, or move cars. As you move cars in TMS, this master file makes sure you move equipment only to valid tracks.

To add track codes:

1. Go to the Track Master list window. (Figure 34)TMS Main Menu 31 Master Files 3 TracksFast Path = MTRCK

TMS TIPS: You can modify some track information directly on the list window.

Figure 34


Master Fi lesTracks


3. Select Add to create a new track.

If you want to then

look at all customers served by a track type C next to the track and select OK.

add or modify notify hour and completion hour values for a track

type H next to the track and select OK.

TMS TIPS: This specialized option is used to measure ISO compliance. Do not set up these values this field without first discussing their proper use with RMI Customer Support.

add or review additional comments about a track

type X next to the track and select OK.

copy a track type ‘ next to the track and select OK.

delete a track type D next to the track and select OK.

print a list of all tracks select Print.

change the view between showing comments and hiding comments

select Show/Hide Comments.

Figure 35


Master FilesTracks

4. Complete the fields on the Track Master - ADD window. (Figure 35)

TMS TROUBLESHOOTING: You can only set up a specific track code once in each station. For example, you cannot set up the track “HOUSE” twice at the same station. It is possible to have the same track code at different stations. For example, the track “MAIN” can exist at any number of stations.


Field Definitions

Station Station where the track exists.

Zone Zone within the station where the track resides.

Track Track or location code. This code can be either a name or a number. See “Suggestions for Setting Up Track Codes” on page 85 for ideas on how to name tracks.

Track Name Free-form field describing the track. This name prints on switch lists.

Type Track type. The following types are valid:T Track/Yard – Track or yard location type includes

yard tracks, classification tracks, main lines, siding and other rail points. Do not set up a track that serves a customer as type T.

P Patron – Tracks serving online customers. Cars can be placed only on tracks with a type of P.

C Crane – Intermodal lift tracks. Intermodal equipment can only be deramped at locations set up as type C. You can only spot flatcars at tracks designated as Crane tracks.

I Intermodal – Off-rail locations for intermodal equipment. Examples include ground inventory points, lot locations, and gates.

R Repair – Shop or repair tracks. This field is reference only.

TMS TIPS: You can set a flag in the customer profile to instruct TMS to write Shop In (SHIN) and Shop Out (SHOT) moves whenever cars move to or from a repair track.

S Storage – Long-term storage tracks. This field is reference only.

G Outside Gate – Intermodal points outside gates.


Master Fi lesTracks

Suggestions for Setting Up Track Codes

Track codes represent tracks or portions of tracks used by your operation. A track code can represent a track, a team track, a portion of a track, multiple tracks, or phantom tracks. A track code must exist in TMS before you can move cars to that track.

TMS TROUBLESHOOTING: The naming system you establish for track codes is very important. New TMS operations should always plan carefully before setting up codes. Make your codes easy to remember and use.

RMI suggests using a prefix when setting up codes for tracks that are physically close to each other and serve the same purpose. By assigning a prefix (see the following example), the tracks appear next to each other on TMS windows and reports.

RMI also recommends using a coding scheme with which operators may already be familiar. For example, if a particular track is known as the “Paper Loading” track, use that name in the code, for example, “PAPER.”

The following examples contain suggestions for setting up track codes in TMS:

Length Track length in feet.

CC Track condition code. Use this field to flag tracks that are under an unusual condition, such as close clearance or out of service. Once a track is flagged, the code description appears on switch lists and work lists.

Alt Code Free-form alternate code for station name.

BM If you use the Bulk Management System, Selecting this field designates the track as a BMS track.

Car Capacity Maximum number of cars allowed on track.

E Selecting this field instructs TMS to allow you to move cars to the track without a placement, even if the track is a customer track.


Master FilesTracks

Code Representing an Actual Track

In most cases, a code represents an actual track on your operation. Any physical track can have a corresponding code name in TMS.

Team Track Codes

If a track serves more than one customer (such as a team track), you can set up one code for all customers served by that track. For example, if a team track serves Rogers Lumber Company and G.H. Fertilizer, then you can set up one track to serve both customers.

When you place cars on that track, a window appears and asks you to choose the customer for which you are placing the car.

Code Representing a Portion of a Track

This code type usually represents a single track used for different types of loading or unloading for a customer. For example, if a fertilizer dealer is served by a single long siding, you might assign different names to represent various spots on the track.

Code Track Name

YARD3 Yard track three

0046 Yard track 46

HOUSE House track

RIP Repair track

MAIN Main line

GKBOXGKBOX2

Tracks where boxcars are placed for loading at the customer Georgia Kraft

Code Team Track Name

TEAM Team track – Transload Lumber

Code Track Name

CAR-AMM Cargill Ammonia Unloading

CAR-LIME Cargill Lime Unloading


Master Fi lesTracks

Code Representing Multiple Tracks

This code type is used when the standing order of cars in an area is not important. If you only need to know that cars are at a given customer or yard, one code could represent multiple tracks.

Also, if customers do their own in-plant switching, the actual standing order of cars in the plant may not be important. Rather than assigning multiple codes in TMS to represent the various plant tracks, you can use one code to represent all tracks.

Phantom Tracks Codes

Phantom tracks are tracks that do not physically exist. These track codes are used to gather or group cars within TMS.

Code Usage

YARD Represents all tracks in a yard.

MONSANTO Represents various tracks located in a chemical plant.

Code Usage

TRAIN Represents a train consist.

CSXT-IN Represents an inbound interchange track.

HOLD Represents all tracks in a station where cars are held for loading or placed in storage.

SHOP Represents repair tracks at a station.


Master FilesTrack Classification

Track Classification

You can use the Track Classification master to determine how cars are to be classified in large switching yards. Normally, you will only use this master file if your railroad utilizes a hump yard or a very large classification yard for sorting cars and building trains. In this master file you can also create and work with temporary classification overrides.

To add track classifications:

1. Go to the Classification Tracks list window. (Figure 36)TMS Main Menu 31 Master Files 5 Track Classification 1 Classifications

Fast Path = CLSTR

TMS TIPS: You can modify the Class Track or Overflow Track by entering information directly on this window.


Figure 36

If you want to then

delete a classification type D next to the classification and select OK.

print a list of track classifications select Print.


Master Fi lesTrack Classification

3. Select Add to create a new track classification.

4. Complete the fields on the Classification Tracks - ADD window. (Figure 37)


Field Definitions

Figure 37

Station Station at which the switching will be performed.

Lead Track Lead track at which the switching will be performed.

Category Free form field that allows you to separate the switching into groups for different handling.

Switch To Any valid switch to customer. The customer must be set up in the customer master file.

Class Track Track to which cars will be switched.

Overflow Track Track to which cars will be switched if the Class Track is full.


Master FilesTrack Classification

Adding Temporary Classification Overrides

To add a temporary classification override:

1. Go to the Classification Tracks list window. (Figure 38)TMS Main Menu 31 Master Files 5 Track Classification 2 Temporary Override by Switch or 3 Temporary Override by Track

Fast Path = OVRST or OVRTR

2. Enter the Station for which the override will be in effect in the header field of the Temporary Override By window you are using. (Figure 38)

Figure 38


Master Fi lesTrack Classification

3. Select Add to create the new override.

4. On the Add Temporary Override window (Figure 39), enter the Override Class Track to which the cars will be switched if the override is in effect. You must also specify an Override Overflow Track to which the cars will be switched if the Override Class Track is full.

5. Enter a 1 next to the classification for which you are creating an override.


Figure 39


Master FilesStation Mileage

Station Mileage

The Station Mileage Table allows you to enter the mileage between stations on your railroad. TMS will then use these entries to calculate miles travelled by equipment on your operation.

If you have set up mileposts for car hire purposes in the station master, the system can automatically calculate mileages for you in this table for the station pairs located on the same branch. Otherwise, you will need to edit the mileage table manually.

Setting Up Station Mileage

To generate the station mileage table automatically from mileposts:

TMS TIPS: Usually, you will only perform this function when you first set up the station mileage table.

1. Make sure each station set up in the station master has an associated milepost field. This is a five position numeric field broken down as follows:99999

BranchMilepostTenth of Mile

For example, the milepost entry of 10231 indicates the station is located at milepost 23.1 on branch 1.

2. When all your branches have been set up, you must build the station mileage table.

TMS Main Menu 36 System Administrator 8 Build Station Master TableFast Path = CLSTR

3. Select Enter to begin the process. TMS will automatically create station entries for you for each station pair in the system. If both stations are located on the same branch, it will also calculate mileage for those stations using the mileposts from the station master. If the two stations are not on the same branch, TMS will not automatically calculate the mileage. You can then manually enter the mileage that cars traveling between those two stations will incur over that branch.

Once you have taken the initial step to build your station mileage master, you can modify those entries.


Master Fi lesStation Mileage

Calculating Station Mileage Automatically

To edit the station mileage manually:

If TMS has already calculated mileage between a station pair, the distance between the stations will appear in the table automatically. You can add distances that were not calculated by TMS or you can modify distances on the list if necessary to reflect the correct mileage.

1. Go to the Station Mileage Table list window. (Figure 40)TMS Main Menu 31 Master Files 6 Station MileageFast Path = SMT

2. From/To pairs appear for each station listed in the station master file. For each pair, you must enter the Mileage between the From Station and the To Station.

For example, assume the railroad consists of the following stations:

CHICAGOINDYGARYLOGAN

To have TMS properly calculate mileage for cars between any possible station combination on the railroad you would need the following entries in the system:

CHICAGO TO INDYCHICAGO TO GARYCHICAGO TO LOGAN

Figure 40


Master FilesStation Mileage

INDY TO GARYINDY TO LOGAN

GARY TO LOGAN

If you used TMS to automatically set up your station pairs, each of these entries will automatically appear in the table. Each station pair located on the same milepost branch will also have its mileage automatically calculated.

3. Select OK to save, then Exit to return to return to the Master Files menu.

Adding Stations to the Station Mileage Table

To add a new station mileage pair:

If you have been using TMS for some time and adopt a new station on your line, you should take the following steps to add a new entry in the table.

1. Go to the Station Mileage list window.TMS Main Menu 31 Master Files 6 Station MileageFast Path = SMT

2. Select Add to add the mileage between two stations.

3. On the Station Mileage Table - ADD window, specify a From Station, a To Station, and the correct Mileage between them. (Figure 41)

4. Select OK to save, then Exit to return to return to the Master Files menu.

Figure 41


Master Fi lesDistrict Mileage

District Mileage

The District Mileage Table allows you to subdivide your railroad into districts for TMS reporting and automatic blocking. You can divide your railroad into multiple branches based upon factors such as physical location or train routes.

If you have set up mileposts for car hire purposes in the station master, the system can automatically calculate mileages for you for many of the station pairs that are located in the district. You can also use the District Mileage Table to produce ton mile reports.

To set up a district mileage table:

1. Go to the Districts list window. (Figure 42)TMS Main Menu 31 Master Files 7 District MileageFast Path = DIST

TMS TIPS: You can modify the District Name directly on the list window. Select Edit Name to change this field to an edit mode.

Figure 42


Master FilesDistrict Mileage

2. Select Add to create a new district.

TMS TIPS: If the district you are creating is similar to an existing district, you can make a new record from the existing one. Enter C next to the existing district and select OK. TMS creates a copy of the existing record and you can then modify the new district with any necessary changes.

3. On the Maintain Districts-ADD window (Figure 43), enter a District ID code and a descriptive Name for the new district.

4. Select OK to save, then Exit to return to return to the Maintain Districts window.

Figure 43


Master Fi lesDistrict Mileage

5. Type S next to the district and select OK to add stations.

6. On the District Station Setup window (Figure 44), type a 1 next to each station you want to add to your new district, then select Generate Mileage Entries if you want to automatically generate the mileage between each station you have selected.

7. Select Mileages to work with the mileage table on the Maintain District Mileages window.

Figure 44


Master FilesDistrict Mileage

If the stations you chose have a mileage post associated with them, TMS will automatically calculate the mileage between them. You can also manually add a mileage figure in the space provided. This is useful for station pairs with a route that falls partially in the district. You can enter the mileage that is included in the district.

8. Select OK to save the records, then Exit to return to return to the Master Files menu.

Figure 45


Master Fi lesCustomers

Customer Files

Customers

The Customer Master maintains information for customers directly served by your railroad as well as those located on other railroads. In addition, the customer master can also be used to represent the following:

• Blocking points on your railroad

• Other railroads that you might issue billing against for items such as switching or junction settlements

• Internal “customers” on your railroad, such as locomotive shops, maintenance of way points, and repair shops.

Each customer is identified by a nine-position code and a three-position address type. Each Customer Master record contains information such as the customer’s name and address, billing information, track and siding information, demurrage exceptions, switching instructions, and notification information.

Adding or Modifying Customers

To add or modify customers:

1. Go to the Customer Master list window. (Figure 46)TMS Main Menu 31 Master Files 11 CustomersFast Path = MCUS

Figure 46


Master FilesCustomers

2. You can enter values in the header fields to filter the information that appears. For example, enter a City to see all customers in a particular city.

3. You can perform the following file print tasks from this window:


• Type 1 to the left of a customer you want to modify and select OK.

• Select Add to create a new customer. You will be prompted for a new Customer code. Type it in, then select OK.

TMS TIPS: See “Suggestions for Setting Up Customer Codes” on page 108 for ideas on creating customer codes.

TMS TIPS: If the customer you are creating is similar to an existing customer, you can make a new record from the existing one. Enter C next to the existing customer and select OK. TMS creates a copy of the existing record and you can then modify the new customer with any necessary changes.

If you want to then

print the customer master file select Print Master File.

print a list of customers directly served by your road

select Print Online Customers.

print a list of the abbreviated customer names that appear on EDI 418 advance consists

select Print Customers Short Name.

print the customer’s tracks select Print Customer Tracks.

print the customer’s track errors select Print Customer Track Errors.



5. Complete the fields on Edit Customer Master windows. Use the PgDn and PgUp keys to toggle between the first and second windows (Figure 47 and Figure 48).

Figure 47

Figure 48



TMS TIPS: If you are looking at an existing customer, you can select WB Use to see the number of times the customer was involved in waybills handled on your line and the history associated with those waybills. You can select RWC Use to see the RWCs that reference that customer.


If you want to then

enter additional billing information(informational only)

select Billing.

enter additional switching instructions that can be automatically applied to a car

select Operation.

enter additional information to be used by the transportation department (informational only)

select Transportation.

enter treasury information (informational only)

select Treasury.

enter additional customer information, such as additional name/address or PER segment information

select Additional Info.

enter information regarding how this customer's data is maintained in the Bulk Management System (BMS). This option is only available if you use TMS to manage bulk material inventory on the railroad's property while it is not loaded in a railcar.

select BMS.

review and modify the customer names and addresses in the Synonym Master have been associated with this customer.

select Synonyms.

see all customer groups to which this customer belongs

select Groups.

enter customer e-mail addresses and set notification type

select e-mail Addresses.

delete the customer record select Delete.



7. If the customer is served by a siding on your railroad, select Serving Tracks to enter the station and tracks that serve the customer.

8. Add new tracks or modify the tracks that are already on the list on the Edit Customer Tracks window. (Figure 49)


Field Definitions

set up standard default payment terms for the customer for the following charge types: Demurrage, Incidental, Intermodal, Non-transportation. Any payment terms you set up at the customer level will override the corresponding default term from the railroad profile.

select Payment Terms.

Figure 49

Window 1 Fields

Alternate Code If you have other computer systems that use a different customer coding scheme, you can use this field to identify the customer.

If you want to then



Parent Code for the customer who owns the customer you are setting up. TMS maintains a relationship between customers if you use this field.

Customer Type

The following options are valid:Blank Billing - Customers involved in moving cars or

paying freight bills (default value). These customers can also be used to designate online blocking points such as interchanges, repair shops, or agency pools.

C Contract – Non-transportation customers (property leases, etc.).

I Inactive - Customer is no longer used. O Outbound Interchange - Customer represents a

railroad and junction you will be blocking cars to for outbound interchange.

p Payer of Freight - Customer is a freight bill party. R Railroad Use - Customer is used to represent

Switch To or Block To points used by the railroad. For example, you might use these codes to represent shops, rip tracks, etc. where the railroad is using the customer code to provide movement instructions.

T Transportation - Movement-only customers (such as agents or online repair shops)

Demurrage Parent

Optional code for the parent paying demurrage for this customer.

Misc Billing Parent

Optional code for the parent paying miscellaneous billing for this customer.

Name Customer’s full name.

Short Name Abbreviated customer name that transmits on EDI 418 advance consists. RMI recommends using the industry standard, 6–3–3, method of constructing this name. This method uses the first six positions of the first name, the first three positions of the second name, and the first three positions of the third name.

TMS TIPS: When you enter a new customer code, this field defaults to the customer code. RMI strongly recommends overriding the default and using the 6-3-3 abbreviation.

Address/City/State/Country/Zip

Customer’s mailing address. Enter the street address, city, state, and zip code.

Attention Name of your contact at the customer site.

Phone Customer’s phone number.



Fax/L/D Customer’s fax number. L indicates the customer’s fax number is a local call. D indicates it is a long distance call.

Online Station/Zone

Station and zone online where the customer is located. If this customer is not located on your railroad, leave these fields blank.

Milepost(Optional)

Milepost where the customer is located.

Serving Station

Temporary location in which to hold cars for a customer.

Dft Station/Track

Default station and track online where the customer is located. If the customer is served by multiple tracks, you cannot modify these fields on this window; they appear if the customer has been assigned a default station/track value using the Serving Tracks option.

Demurrage/Notification: Exclude

A instructs TMS that all cars placed at this customer are exempt from demurrage. S indicates that only system cars are exempt from demurrage.

Demurrage/Notification: Unload/Load

Special demurrage codes in effect for cars placed for loading and unloading at this customer. Use these fields only if demurrage for this customer differs from that used as the railroad default.

Demurrage/Notification: Private Car

Indicates how private cars are to be treated under demurrage. The following options are valid:

N No private car demurrageR Calculates private car as a railroad-marked carBlank Calculates from constructive placement to

placement. (System default)



Demurrage/Notification: Notify at Interchange/Arrival/Load/Hump

For each of the three actions named -- interchange, arrival, hump -- you can enter a value that determines whether and when a placement notification is generated when the action is performed.

F instructs TMS to notify the customer that the car has arrived. Note that this type of notice will not put the car on constructive placement.

C generates a constructive placement for the time you entered the movement into the system.

M generates a constructive placement at the time the movement actually occurred.

Leave the field blank if you do not want to generate any notifications or constructive placements.

For example, you might enter a F in the Interchange field to notify the customer when the car is received online. You might then enter an M in the Arrival field to constructively place the car when it arrives at the customer's serving station.

TMS TIPS: You can customize the wording that appears on the notifications using the Notification Text master. You can use notifications to print the car numbers, dates, product, weight and shipper information. For more instructions on setting up this option, see “Notification Text” on page 118.

Notify: Load Selecting this field instructs TMS to notify the customer when a car is loaded. Leave the field blank if you do not want to enter load notifications.

IM Detention Charge Code

Charge code to be used when calculating the charge to be applied for intermodal equipment on hold.

IM Storage Charge Code

Charge code to be used when calculating the charge to be applied for intermodal equipment in storage.

Window 2 Fields

Account Number

Bank account number. This field is reference only.

Account Rep The railroad’s salesperson responsible for this customer.

JDE Account Nbr

Account number to be used to interface to J.D. Edwards accounting system.

IRS Number Enter the customer’s IRS identification number.



CIF Number CIF number assigned by the railroad industry to the customer.

ABA Number Bank account number. This field is reference only.

Pickup Number

Fixed pick-up number to be used for customer when intermodal equipment moves out-gate.

SCAC If the customer you are setting up represents a drayage company for intermodal equipment, enter the customer's SCAC code in this field.

Credit Code that identifies the customer’s credit status. This field and the next two credit amount fields do not warn or prevent you from moving cars for a customer. However, you can use the Credit Hold work queue to review any cars destined to a customer with no credit available. Cars blocked to a customer with no credit will be marked “Do Not Spot” on the switch lists. N indicates the customer has no credit. Leave blank if the customer’s credit is acceptable.

Freight Amount

Upper credit limit for freight services. This field is reference only.

Misc Amount Upper credit limit for miscellaneous services. This field is reference only.

EDI: 214 Partner Flag

Selecting this field indicates the customer is an EDI partner. Leave blank if you are not using 214 EDI.

EDI: 125 Indicator

Selecting this field instructs TMS to send vehicle identification information if the customer is an automotive shipper.

EDI: Outbound Receiver

Receiver ID of 214/410 EDI transmission. Leave blank if you are not using 214/410 EDI.

Broker If the customer you are setting up represents a customs broker, enter the U.S. Customs automated broker interface (ABI) code in this field.

Notify Type If the customer you are setting up represents a Canadian customer broker, enter P for notifications to be printed or S for notifications to be transmitted as a 417.

Interface Process

Code to control customer interface processing for this customer. H places ShipperConnect requests on hold for review. Leave blank to process ShipperConnect requests automatically.

Switch Extract Type of extract file that should be created if you generate a switching invoice for this customer.

Car Capacity Maximum number of cars for a facility. Used for reporting.



Suggestions for Setting Up Customer Codes

A customer code must exist in TMS before you can move cars to that customer or use that customer in a waybill. The Customer ID can consist of up to nine characters, and the Address Type consists of three characters.

RMI suggests using a 3-3 method of abbreviating the customer code and 3 characters to represent the customer’s location in the address type. This method of assigning customer codes has proven successful in many TMS installations.

Some railroads may deviate from the pattern described previously if the customer name is very recognizable and frequently used on screens:

RMI also highly recommends setting up customer codes to represent agencies on your railroad. You might set up similar codes for locomotive shops or repair facilities:

Customer Code Customer Name

GEOPAC VAL Georgia-Pacific – Valiant, OK

GEOPAC ATL Georgia-Pacific – Atlanta, GA

MONSAN LAW Monsanto – Lawrenceburg, IN

MONSAN BIR Monsanto – Birmingham, MO


FORD HAP Ford Motor Company – Hapeville, GA

ADM DEC Archer Daniels Midland – Decatur, IL

CARGIL CIN Cargill, Inc. – Cincinnati, OH


SHOP BUF Car Shops – Buffalo, NY

RIP BUF Rip Track – Buffalo, NY

LOCO BUF Locomotive Facility – Buffalo, NY

AGENT BUF Railroad Agent – Buffalo, NY



Establishing customer codes to represent the interchange partners where cars are destined when loaded to off-line points is also highly recommended. In these cases, always use the railroad mark in the customer code and the first three characters of the off-line junction point in the address type. If you set up customer codes to represent your off-line interchange points, TMS will automatically block cars for you as they are billed or reverse routed in the system:


CSXT JAC CSXT – Jacksonville, FL

UP SPR Union Pacific – Springfield, IL


Master FilesCustomer Synonyms

Customer Synonyms

TMS uses the Customer Synonym file to match customer names received in EDI messages to customer codes set up in your customer master file. For example, you may find that the customer “Georgia Pacific” is spelled many different ways in waybills or bills of lading received via EDI in your system. You can use the Customer Synonym master file to match the various waybill spellings for Georgia Pacific to the correct entry in the Customer master. This allows you to easily generate traffic reports and block cars to the correct points on your road.

Every time you receive an EDI 418, 404, or 417, TMS compares the customer names in the waybill to the synonym table. If the program finds a match, it supplements the waybill with your codes. When TMS does not find a match, it adds the waybill customer name to the synonym file. TMS constantly updates the synonym file as it finds names in waybills that do not have a corresponding match in the synonym file.

Working the Customer Synonym File

You should review the Customer Synonym files on a regular, frequent basis to keep your Customer master file up-to-date.

To review customer synonyms:

1. Go to one of the Customer Synonyms list windows. (Figure 50)TMS Main Menu 31 Master Files 12 Customer Synonyms or 13 Customer Synonyms w/o Match

Fast Path = MSYN or MSYNO

• 12 Customer Synonyms shows you both matched and unmatched customer names.

• 13 Customer Synonyms w/o Match shows you only unmatched customer names.


Master Fi lesCustomer Synonyms

2. You can enter values in the header fields to filter the records that appear. For example, enter a customer name or part of the name, you will move to that record.


Figure 50

If you want to then

review detail information about the synonym

type 1 next to the record and select OK.

copy one customer code to a blank record below it

use the duplicate key (‘).

change a synonym from inactive to active or vice-versa

type A or I next to the record and select OK.

add a new customer for the synonym to the Customer Master

type C next to the record and select OK. This is a quick way to build off-line customers.

delete a synonym record type D next to the record and select OK.

add a synonym press Add.

change the view from active synonyms to inactive synonyms or vice-versa

press Active/Inactive.



TMS TIPS: You can use an asterisk as a wildcard in the customer name field on the TMS synonym table. When TMS matches synonyms, it will first look for a complete match, then look for any entries using a partial name followed by *. For example, if you create a new synonym and enter CAR* in the Name field, that synonym will match all names that begin with “car.”

4. To maintain the synonym file, enter the customer code and ID in the Customer fields for every record in which the customer code is missing. At a minimum, take this option for customers served by your operation. This will help to automatically block inbound cars correctly to destinations on your railroad.

You can also specify a Cust Type for each synonym record. This field designates synonyms according to how the customer is used in the waybill. For example, if a customer you want to synonym is used as a shipper on the waybill, enter the Type SH in the synonym record for that customer. If the same customer/city/state is also used as a consignee on waybills received via EDI, you can copy the original synonym record and change the Type to CN to synonym that customer differently.

TMS TIPS: Interline railroads that want to run traffic reports for customers off the railroad should keep this file up to date for customers located on their railroad as well as offline customers.

Switching railroads will often receive EDI bills with the shipper removed from the waybill. These railroads have to measure the work involved in maintaining the offline synonym points. It may not be worth the effort.

5. When you have finished entering the customer codes, select OK to update the file, then Exit to return to the Master Files menu.

see all entries in the table that are tied to a particular customer code

type P next to the record and select OK.

review a customers address that could also be used to establish a match with the TMS Customer Master

type L next to the record and select OK.

set the customer to use Address as well as Name to establish a match with the TMS Customer Master

type S next to the record and select OK.

copy an address from one customer synonym to another

type F next to the record you want to copy from and T next to the record you want to copy to, then select OK.

see a list of waybills that have matched a synonym

type W next to the record and select OK.

If you want to then


Master Fi lesCustomer Synonyms

Setting Synonyms by Customer Address

The Address synonym option allows you to synonym based on customer address. This function is often helpful if you serve very large facilities with different plants located in the same facility.

For example, you might serve three Chevron facilities in the same station. With the ability to synonym by address, you can set up your file to recognize a specific address when matching an inbound EDI message to your customer master.

To work with address synonyms:

1. Go to one of the Customer Synonyms list windows.TMS Main Menu 31 Master Files 12 Customer Synonyms or 13 Customer Synonyms w/o Match

Fast Path = MSYN or MSYNO

2. On the Edit Synonym File window, type L next to the record you want to set up addresses for and select OK.

3. On the Synonym Addresses window, add as many addresses as you need to associate the different customer locations with different blocking points.

In the example in Figure 51, the South Main location will synonym to the customer AKS REA which might represent a corporate billing address. The address of Plant #4 will be synonymed to AKS LOU which might be the plant location.

Figure 51



4. Select OK to update the file, then Exit to return to the Customer Synonyms window.

The Address: Exist field is selected on the Edit Synonym File detail window for that synonym, indicating that at least one address synonym has been created.

5. On the Edit Synonym File window, type S next to the record you want to use as the address synonym, then select OK.

The Use Addresses field is selected on the Edit Synonym File detail window for that synonym, indicating that the customer record will synonym by address. To set the Use Addresses flag back to off, repeat the same step: type S next to the customer record, then select OK.


Master Fi lesCustomer Types to Synonym

Customer Types to Synonym

The Customer Types to Synonym master lets you control which waybill customer types should be run through the synonym file. You can do this based on either the load/empty status of the waybill or how the customer name is used in the waybill.

For example, if you are a switch road you may want to run consignee or care of party customers through the synonym table so that you can determine the proper destination of the car. However, you may not want to look for shippers in the synonym table as the shippers represent offline customers and are often missing or invalid on the waybills you receive from your connections.

Suggestions for Setting Up the Customer Type Table

Interline Roads

Railroads that settle freight through interline settlement and receive complete waybills will usually synonym far more customer types than railroads that settle via switching or junction settlements. Interline roads will usually synonym the following customer types:

• Shipper (Loaded only)

• Consignee (Both Loaded and Empty)

• Party to Receive Freight Bill (Both Loaded and Empty)

• In Care of Party (Both Loaded and Empty).

Switching/Haulage/Junction Settlement Roads

Railroads that settle freight through the switching or junction settlement process may often choose not to create synonyms for certain customers such as the Party to Receive Freight Bill. For this type of rail operation, this customer is usually not important. Keeping these entries out of the synonym table make it easier for these roads to keep the table up to date. Switching/Haulage/Junction Settlement roads will usually set up to create synonyms for the following customer types:

• Shipper (Many switching railroads may choose not to synonym the shipper at all.)

• Consignee (Both Loaded and Empty)

• In Care of Party (Both Loaded and Empty).

Synonyming Based on Load/Empty Status

For most railroads, it is not important to create synonyms for certain customers if the inbound waybill represents an empty move. In particular, many railroads will not create synonyms for the shipper on empty movements. The Customer Types to Synonym table allows you to synonym customers based on the L/E status of the waybill.


Master FilesCustomer Types to Synonym

Selecting Waybill Customers to Synonym

To select waybill customers to synonym:

1. Go to the Customer Types to Synonym list window. (Figure 52)TMS Main Menu 31 Master Files 15 Customer Types to SynonymFast Path = MCTS

TMS TIPS: You can modify the Use for Synonym, Add To Synonym, or Default Value fields by entering information directly on this window.

Figure 52


Master Fi lesCustomer Types to Synonym

2. Select Add to create a customer type to synonym.

3. Complete the fields on the Edit Customer Types to Synonym window. (Figure 53)


Field Definitions

Figure 53

Customer Type

EDI waybill customer type. These types derive from the EDI segment codes for party fields on the waybill.

Use For Synonym

Select waybills to be run through the synonym table for this customer type based on L/E status. The following options are valid:

BLANK Both loads and emptiesE Empties only L Loads only N Do not use/add

Add to Synonym

Select the unmatched synonyms for this customer type based on the L/E status that TMS should add to the synonym table. For example, if you enter an L in this field, a synonym for the shipper in the waybill will be created only on loaded movements.

Default Value Synonym value to be applied each time that customer type is synonymed and the other criteria are met.


Master FilesNotification Text

Notification Text

The Notification Text master allows you to compose your own custom text for various types of notifications that can be created in the system. The text you enter appears on the headings of these notifications. You can use this option to create a notice that is tailored to your customers. You can create customer notification text for the following:

• Constructive Placements: used when cars are constructively placed for demurrage purposes.

• Arrival Notifications: used to notify a customer that a car has arrived.

• Intermodal Notifications: used to notify a customer that an intermodal trailer/container has arrived.

• Pre-Billing Notification: used for customs pre-billing notification.

• High/Wide Notification: used for notification that a high/wide clearance has been requested.

To compose your own custom notifications:

1. Go to the Text window for entering notifications. (Figure 54)TMS Main Menu 31 Master Files 14 Notification TextFast Path = NOTTX

2. Select the type of notification text you want to edit on the Select Notification Type to Edit pop-up box. The following options are valid:

1. Constructive Placement Notification2. Rail Notification3. Intermodal Notification4. Pre-Billing Notification5. High/Wide Notification7. ISO Compliance Notes8. Bad Order9. Car Placement10. Storage11. Out of Storage12. Hazardous


Master Fi lesNotification Text

3. The standard text for the type of notification you chose appears. This is the default for that notification type. Modify the text as necessary to reflect how you want to word the type of notification with which you are working.


TMS TIPS: If a column does not appear to allow you to enter the following options, select Show/Hide ?.

5. Select OK to save the notice, then Exit to return to the Master Files menu.

Figure 54

If you want to then

delete a text line type D next to the line, then select OK.

insert a text line type either I or L on the line below which you want to insert the new line and select OK.

print or e-mail a sample of what the notification will look like

select Print/E-mail.

view the notice in final format select View.

delete the entire notice select Delete.

lock the notice so no one else can edit it, or remove lock

select Lock/Unlock.


Master FilesSpecial Instructions

Switching Files

Special Instructions

The Special Instructions master enables you to set up codes representing special instructions that are repetitively applied to cars on your line. In addition to creating the codes, you can set up multiple special instruction lines that will print on switch lists or display on windows throughout the system. Cars with special instructions attached are flagged on many of the windows in the system, usually under a column marked SI (Special Instructions).

To modify or add special instructions:

1. Go to the Special Instruction Headers list window. (Figure 55)TMS Main Menu 31 Master Files 23 Special InstructionsFast Path = SPINS


• Type 1 to the left of the instruction you want to modify and select OK.

• Select Add to create a new instruction.

Figure 55


Master Fi lesSpecial Instructions

3. Complete the Code and descriptive Title fields on the Special Instructions Header pop-up window. (Figure 56) If you are modifying an existing instruction select Special Instructions. If you are creating a new instruction, select OK.

4. Enter the text of the instruction on the Edit Special Instructions window. (Figure 57)


Figure 56

Figure 57


Master FilesWork List

Work List

You can use the TMS Work List master to set up and maintain information for work lists that operate on your railroad. A work list is defined as a job used to move equipment to and from industries on your operation.

You can use the work lists created through the Work List Master to perform the following functions:

• Give your customer a list of cars to be spotted.

• Add cars to a train

• Quickly move cars switched by a local yard or industry job

• Provide crews with work instructions.

To add a work list:

1. Go to the Work List Master list window. (Figure 58)TMS Main Menu 31 Master Files 26 Work ListFast Path = WLMS


Figure 58

If you want to then

add comments to the work list type 1 next to the list and select OK.

review or edit the tracks associated with the work list

type 7 next to the list and select OK.


Master Fi lesWork List

3. Select Add to create a new work list master.

TMS TIPS: If the work list you are creating is similar to an existing work list, you can make a new record from the existing one. Enter C next to the existing list and select OK. TMS creates a copy of the existing record and you can then modify the new work list with any necessary changes.

4. Complete the fields on the Work List Header window. (Figure 59)

automatically add a switch request to the work list each time the work list is created

type 8 next to the list and select OK.

print a work list type P next to the list and select OK.

Figure 59

If you want to then


Master FilesWork List

5. Select OK to update the record.

6. If you are creating a new work list, the Text window appears to allow you to enter comments. (Figure 60)


Field Definitions

Figure 60

Work List Name and description of the work list you are creating.

Origin Station where the job originates.

Destination Station where the job terminates.

TMS TROUBLESHOOTING: The crew fields listed below are usually not included in the Work List master because the dates and employees involved often change on a day-to-day basis. However, if the same crew always switches a particular job or industry, you can enter their names in the master file.

Date Date the work list was created.

Time Time the work list was created.

Conductor Conductor’s name or initials.

Engineer Engineer’s name or initials.


Master Fi lesWork List

Trainman Trainman’s name or initials.

Allow Use of Graphical Yard

Selecting this field instructs TMS to import work list information into the graphical yard interface.

Default Work List Report Type

Work list report type to use as a default when printing the work list.

Mark Cars Complete in Work List after Car Movements Are Made

Selecting this field instructs TMS to mark cars complete once the movements indicated are made.


Master FilesSystem Fleet/Assigned Cars

Car Files

System Fleet/Assigned Cars

The System Fleet/Assigned Cars master allows you to manage information about car fleets assigned to or regularly handled by your rail operation. This information includes assignment points, equipment lessor, monthly lease rates, and demurrage/car hire exceptions.

You should consider using the Fleet Master to set up the following:

• A series of cars assigned to specific customers on your railroad for loading.

• A series of cars moving under special per diem reclaim or relief.

• A series of cars assigned a special demurrage code.

• Cars assigned to a particular agency pool managed by your railroad.

• Cars leased to your rail operation by equipment leasing companies.

TMS TIPS: You can also use blocking tables to set up blocking instructions by fleet. See the TMS Guide: Advanced Automation for more information.

To set up or review the System Fleet Master:

1. Go to the Fleet Pool Master list window. (Figure 61)TMS Main Menu 31 Master Files 32 System Fleet/Assigned CarsFast Path = MFL

Figure 61


Master Fi lesSystem Fleet/Assigned Cars

2. You can enter values in the header fields to filter the information that appears. For example, enter a Car Initial to find a fleet by car mark.

TMS TIPS: If the fleet you are creating is similar to an existing fleet, you can make a new record from the existing one. Enter C next to the existing fleet and select OK. TMS creates a copy of the existing record and you can then modify the new fleet with any necessary changes.



• Type 1 to the left of the fleet you want to modify and select OK.

• Select Add to create a new fleet.

5. Complete the fields on the Fleet Pool Master window. (Figure 62)


If you want to then

change the car kind for each car in a fleet

type S next to the fleet and select OK.

delete a fleet type D next to the list and select OK.

Figure 62



Field Definitions

Mark Car initial of the cars to be included in the fleet.

Number Range Low and high car numbers to indicate the range of cars to be included in the fleet. If you are setting up just one car, enter the car number in the first field.

Name Fleet pool name (ID). This name will be written to Supertrip for cars assigned to the pool so you can analyze pool performance by pool name.

TMS TROUBLESHOOTING: Only the first ten positions of the fleet name are written to the Supertrip record. RMI strongly advises that you limit the fleet name to ten positions or less.

Fleet Information fields:

System Car Flag used to indicate whether or not the car is considered a system or home car on your railroad. System cars are usually either cars bearing your own reporting marks, reporting marks of another railroad you own, or cars under long-term lease to your operation. Several inventory and traffic reports in TMS let you select and/or exclude system cars. Selecting this field designates this series as being home on your railroad. You may or may not want to set up pool cars assigned to your railroad as system cars.

Foreign or Private Owned

F indicates cars are foreign-owned. P indicates cars are privately-owned.

Car Kind Override Car kind code to override the code carried for the car in the EIF file. Some roads use this field to flag cars capable of handling a particular product with their own unique car type.

Exempt from Placement Edits

Selecting this field instructs TMS to exempt the car(s) from having to be placed or released in order to load or unload them. This is useful for cars used exclusively in inter-plant service.

Suppress EIF Query Selecting this field instructs TMS not to look into the Equipment Identification File for dimensional information. You should select this switch only if the dimensional information of these cars never changes or is not important to you.


Master Fi lesSystem Fleet/Assigned Cars

Suppress TRAIN II Reporting

Selecting this field instructs TMS to suppress Train II reporting for this series. Selecting this switch for cars handled between railroads where you do not want to report an official interchange. Some railroads also select this switch for MOW cars or equipment assigned to in-plant service.

Lease Type Lease type: Net Lease (N), Revenue Sharing (R), or Triple Net Lease (T).

Estimated Offline Rate

Estimated hourly rate other roads pay for the car(s) when they are off your road. TMS has several reports that you can use to determine the estimated offline earnings of a car.

Lessor Optional field to identify company (railcar leasing firm) from which cars are leased. The code you enter in this field must be set up in the Customer Master.

Monthly Lease Rate Monthly rate your road pays for the car(s).

APPLY ON LOADED/EMPTY INTERCHANGE fields:

The appropriate fields will automatically be applied to the fleet you are setting up when the cars are received in loaded or empty interchange.

Car Hire Indicator Car Hire indicator. Valid options includeD Do not extract to RMI’s Car Hire Service. TRAIN

II movements will not be reported.H Haulage move for this series of cars. Haulage

moves are not reported in Car Hire. TRAIN II is reported as a haulage move.

N Move should be extracted to RMI’s Car Hire Service with instructions to pay at a zero rate. TRAIN II movements will be reported.

U Pay up to rate (Not Used).

Rate: Time/Mileage Time and mileage rates, as applicable.

Reclaim Car Hire reclaim code that should be applied to this series of cars.

Blocking: Block To/Station

Blocking code. Use this field if the cars are assigned to a particular point or customer on your line. The code you enter here must be set up in the customer master. As cars in this fleet are received in interchange, the blocking code will be automatically applied to the cars.

Switching Instruction

Switching instructions that should be applied to the car series. As cars in this fleet are received in interchange, the switching instruction will be automatically applied to the cars.



Pool AAR Pool Assignment code for the cars.

Demurrage Loading/Unloading

Demurrage code for loading and unloading if the cars are subject to a special demurrage arrangement. The code you enter must be set up in the Demurrage Master.

Exempt Selecting this field indicates the cars are exempt from demurrage.

Leasing Customer/Mark

Leasing customer code and road mark if the cars are being leased by a customer on your line.


Master Fi lesPool Car Reverse Routes

Pool Car Reverse Routes

The TMS Pool Car Reverse Route master gives you a way to reverse route cars based on the AAR Pool assignment code carried by that car. When cars are emptied online, TMS looks at the car and determines if the car has a seven-digit pool ID. If the car has an AAR Pool Code, TMS then looks to the Pool ID Master to determine the reverse route for the car.

The AAR Pool Assignment code is a seven-digit code registered with the Association of American Railroads that represents an assignment point for railcars. When cars are assigned to pools, the car owner or railroad managing the pool registers the car in UMLER as the home of a particular pool point. The Pool Code consists of the three-position railroad accounting code number followed by a four-position pool identifier.

To add reverse route pools:

1. Go to the Edit Pool ID Reverse Routes list window. (Figure 63)TMS Main Menu 31 Master Files 33 Pool Car Reverse RoutesFast Path = PCREV

TMS TIPS: You can modify the field information directly on the list window.

Figure 63


Master FilesPool Car Reverse Routes

2. Select Add to create new reverse routes.

3. Complete the fields on the Edit Pool ID Reverse Routes - ADD window. (Figure 64)


Field Definitions

Figure 64

Pool ID Seven-position assignment pool. This is the Pool ID that will be in the car’s UMLER registration and available in the EIF.

Jct Road Road to receive the car in interchange when it reverse routes.

Rte Cde Code representing the repetitive routes. If you enter a route code, TMS will complete the remaining fields for you.

AS Route code. A indicates agent routing. S indicates shipper routing.

DEL Flg Selecting this field indicates the last road in the route is a switching carrier.

Consignee Name (optional)

Customer to receive the empty car. This field is used only if the car is assigned a specific shipper as opposed to an agency pool. If the car is assigned to an agency pool, enter the word AGENT.

City/St Destination city and state for the empty move.


Master Fi lesPool Car Reverse Routes

Route Reverse route. You can enter up to seven roads. A route is always entered in pairs: the road then the junction point. A route must always begin with a road mark. The first field is the originating road, and the next field is the junction point between the originating road and the next road in the route.


Master FilesSpecial Handling Codes

Move and Exception Code Files

Special Handling Codes

The Special Handling Codes master allows you to specify which Special Handling Codes you want to appear on the switch lists or train lists you produce in TMS.

Special handling codes are used in the railroad industry to provide instructions for moving cars subject to special conditions or restrictions. These three-position codes are standard across the rail industry and are transmitted with the car in the waybill or advance consist.

You can view these special handling codes for any car in TMS on the third waybill window. Appearing at the bottom of the window, these codes tell you how the car is to be handled. Some examples of special handling codes include DLR (Notify Shipper Immediately if Delay), DT (Dead in Tow), and EW (Excessive Weight).

Some of the special handing codes will print on switch lists and reports under the Special Instructions column. Others, such as High Wide, will cause the cars to be highlighted on yard track and trains windows.

To work with special handling codes:

1. Go to the Special Handling Codes list window. (Figure 65)TMS Main Menu 31 Master Files 44 Special Handling CodesFast Path = SHCDE

TMS TIPS: You can modify existing handling code instructions directly on the list window.


Master Fi lesSpecial Handling Codes

2. Select Add to add new handling code instructions.

3. Complete the fields on the Special Handling Codes - ADD window. (Figure 66)


Figure 65

Figure 66


Master FilesSpecial Handling Codes

Field Definitions

Code Code representing the special handling instructions you want to add. You can only enter those codes that are valid in the North American rail industry. Type ? in the field and select OK to select from a list of valid codes.

Create Special Instructions

Selecting this field instructs TMS to use the special handling code description as special instructions for cars bearing this code. For example, if you select this field and enter ED as in the Code field, the description “Excessive Dimensions” will appear on switch lists for ED car throughout the system.

Priority Number that determines the order in which the special handling code will be prioritized if a car has multiple codes. The lower the number, the higher the priority.

Keep w/ Car Selecting this field instructs TMS to keep the special handling code associated with the car during a load/empty status change. Leave the Keep w/Car field blank if this is not necessary.

Delete Special Instructions

Selecting this field instructs TMS to delete special instructions for cars flagged with this code. Leave blank if special instructions should be kept. Leaving the field blank will also instruct the system to keep the special handling instructions with the car during a load/empty status change.


Master Fi lesActivity Indicators

Activity Indicators

The Activity Indicator master is used to instruct TMS when to automatically change an activity indicator. For example, you can instruct the system to set the activity indicator to PU for “Pull” any time a car is released loaded.

Activity Indicators describe either the current activity of the car or the event that should take place on the car next, depending on the activity indicator used. For example, after a release empty, the next event would be for the car to be pulled by the crew. The Activity Indicator for that car would then be PU for “Pull.” This indicator is available on windows and reports throughout the system.

Examples of activity indicators representing a car’s current status include the following:

AP Car is on Actual Placement

CP Car is on Constructive Placement

GH Car is on General Hold.

Examples of activity indicators representing what to do to the car next include the following:

HU Hump

PL Place at Customer

PU Pick Up or Pull from Customer.

TMS TIPS: Use of activity indicators is not required in the system, and many roads choose not to use them as they require some initial table setup and maintenance. However, for roads that do choose to use this field, TMS can automatically trigger cars for an activity or schedule cars to trains or work lists in the system.

TMS TROUBLESHOOTING: This TMS feature is very powerful, but can be difficult for new users to set up. RMI Customer Support can help you establish this table for your road.


Master FilesActivity Indicators

To set up activity indicators:

1. Go to the Activity Indicator list window. (Figure 67)TMS Main Menu 31 Master Files 45 Activity IndicatorFast Path = ACTIN

The following columns contain information about the activity indicators:

2. To modify an activity indicator, type 5 to the left of the activity you want to modify and select OK.

Figure 67

Event Move event that can be captured in the system.

Description Description of that move event.

Default Activity

Default activity indicator that should be set if that event occurs. You can enter the default activity directly on this window.

OA Flag showing whether other activities can occur when this event occurs. Use the Assign Other Activities option to add additional triggers for the event.

EO Flag showing whether switch instructions and/or special instructions are to be deleted when this event occurs. Use the Event Options option to set these flags.


Master Fi lesActivity Indicators

3. Complete the fields on the Assign Other Activities window to add triggers for the activity indicator. (Figure 68)

The example (Figure 68) shows several activities that should automatically take place upon a Release Loaded (RLOD) move event.

This example demonstrates some of the flexibility you can use to automate the way TMS can automatically update this powerful field. The event in the example is Released Loaded (RLOD). The default value for a release, as shown in Figure 68, is Pickup or Pull (PU). However, TMS will check the alternate values associated with that move type and determine if another activity indicator might apply. The following are alternate possibilities:

The first sequence for the Released Loaded (RLOD) event is for cars destined to a customer set up in the system as an Outbound Interchange customer. If the car is on a railroad track (not at customer) when the release is given, the activity indicator will be set to OB. That instructs TMS that the car's next move is to be delivered in interchange.

The second sequence is for cars that are destined to an online customer and released from a railroad track (not at customer). The Activity Indicator is set to NO for “Not Ordered In.” Users can then look at cars in the yard that are destined for customers and can notify those customers that cars are ready.

The last sequence is for cars that are destined to an online customer and are released from a railroad track (not at customer). The Activity Indicator is set to O for “Ordered In.” Users can then look at cars in the yard that are destined for customers and schedule those cars to trains or work lists.


Figure 68


Master FilesActivity Indicators

Field Definitions

Seq Nbr Sequence number that indicates the priority TMS assigns to the activity.

Customer Type

The system uses the Switch To field to determine where the car is to be taken next. Customer Type is a field that can be used to recognize the following:

O Outbound Interchange R Railroad use T Transportation

For example, if a car was released loaded and blocked to the customer CSXT NEW, TMS would look up that customer in the Customer Master to see if it was of the type O (Outbound Interchange). If a match is found, TMS checks to see if the remaining fields also matched.

Track Type TMS also lets you decide which activity indicator to use based on the type of track on which the car is currently sitting.

Serving Station

Selecting this field indicates the car is currently located at the station that serves the customer to whom the car is destined.

Car Status Current status of a car. TMS applies the activity indicator if the car is in that status.

Activity Indicator

Activity indicator to apply if all the conditions are met.


Master Fi lesLast Moves

Last Moves

On many windows and reports throughout TMS, the Last Move field provides a quick view of the last movement of importance that took place for that car.

As railroads may differ on whether or not a particular movement is considered important, the Last Moves master file gives you a way to specify which movement types should appear as the last move of importance for your operation. For example, when you run the Online Inventory report, you may want only certain move types, such as PACT, to show in the Last Move column. Other move types, such as LOC, may not be as important.

To specify last moves:

1. Go to the Last Move Type list window. (Figure 69)TMS Main Menu 31 Master Files 46 Last MovesFast Path = LMOVE

2. You will need to specify a last moves category. Enter one of the following:

• 1 last moves to be used as defaults

• 2 last moves to be used on windows throughout TMS

• 3 last moves to be used in reports

• 4 last moves to be used in extracts.

3. On the Last Move Type window, enter a Y next to any movement you want to be considered as a last move for your railroad.


Figure 69


Master FilesE-Mail

E-Mail Files

E-Mail

The TMS e-mail feature lets you e-mail reports produced in the system directly to customers, railroads, or other members of your organization.

• Constructive Placement and Arrival Notifications: Send your customers notice of cars being held in constructive placement or cars that have arrived at a station destined for a customer.

• Cars delayed or in demurrage: E-mail your customers a trial demurrage report that shows their records for demurrage at a particular point in time.

• Cars in the pipeline (cars to be received in interchange): Send your customers a list of all plastic or lumber shipments en route to them.

• Interchange Report: E-mail an interchange report to a customer or railroad. You can also e-mail a summary of cars interchanged over a particular point in time.

• History Report: E-mail customers a list of cars placed at their sites during the month. You can e-mail a car owner a list of cars bad ordered on your railroad during the month.

• Online Inventory Exceptions: Send managers a list of cars online over 30 days old. To improve customer service, you can e-mail a yardmaster a list of cars that have been released by customers but not yet pulled.

This list is only a small sample of the reports that can be e-mailed from TMS.

The e-mail function includes an automatically generated header with your road name, logo, and the sender’s name.

The e-mail master contains your recipients’ names and e-mail addresses. Before you can fully utilize the e-mail function, you should enter this information into the e-mail master. After you set this file up you can create distribution lists and attach e-mail addresses to automatically generated reports.


Master Fi lesE-Mail

Setting up New e-mail Addresses in the Master File

To set up the e-mail Address Master:

1. Go to the e-mail Master list window. (Figure 70)TMS Main Menu 31 Master Files 50 e-mail AddressesFast Path = EML


Figure 70

If you want to then

delete an e-mail address type D next to the address and select OK.

review the distribution lists that include an e-mail address

type U next to the address and select OK.

review the scheduled jobs that are to be sent to an e-mail address

type W next to the address and select OK.


Master FilesE-Mail

3. Select Add to enter e-mail addresses.

4. Complete the fields on the Update e-mail Master window. (Figure 71)

5. Select OK to update the file.

6. Repeat for each address.

7. Exit to return to the Master Files menu.

Figure 71


Master Fi lesE-Mail

Field Definitions

E-Mail Address

Recipient’s e-mail address.

E-Mail Description

Recipient’s name and other identifying information.

Document Type

Default type of e-mail document you will normally send to this party. The following options are valid:

BLANK Defaults to PDF format, often used for reportsHTM HTML Web Browser format PDF Adobe Acrobat PDF format RTF MS Word Rich Text formatTXT Plain Text format

If you intend the e-mail to be read by an e-mail system text editor, you should select either RTF or TXT.

Private E-Mail Address

If you want to prevent other users from accessing this e-mail address, select this field (Yes). Only you will see it on the e-mail Address master. If you want other users to have access, leave this field blank (No).


Master FilesE-mail Distribution Lists

E-mail Distribution Lists

Distribution lists let you quickly send e-mails to two or more recipients. For example, you may want to set up a distribution list specifically for traffic reports. You can add a recipient to as many distribution lists as you want.

To create a distribution list:

1. Go to the e-mail Distributions Lists list window. (Figure 72)TMS Main Menu 31 Master Files 51 Distribution ListsFast Path = DISTL


Figure 72

If you want to then

delete a distribution list type D next to the list and select OK.

review the scheduled jobs that are to be sent to a particular distribution list

type W next to the list and select OK.


Master Fi lesE-mail Distribution Lists

3. Select Add to create a distribution list.

4. On the e-Mail Distribution Lists window (Figure 73), enter the Distribution List name and a Description of the list.

If you want to prevent other users from accessing this distribution list, select the Private field. Only you will see it on the distribution list window. If you want other users to have access, leave the field blank.

5. Select OK to create the list and return to the list window.

Figure 73


Master FilesE-mail Distribution Lists

6. To add recipients’ e-mail addresses to the new distribution list, type 1 next to the new list name and select OK.

TMS TIPS: You can select Show All/Selected to change the view so that only selected e-mail addresses appear. Take the same option to switch the view back to show all addresses in the e-mail master file.

7. On the Distribution List Entries window (Figure 74), type 1 next to each e-mail address you want to add to the list and select OK, then confirm.

8. The recipients you have added will be marked as “selected.” You can PgDn and PgUp to move through the entire e-mail master list.

TMS TIPS: You can add a new contact to the e-mail master file directly from this window. Select Add New Address, then follow the instructions in “Setting up New e-mail Addresses in the Master File” on page 143.

9. Select OK to update the file, then Exit to return to the Master Files menu.

Figure 74


Master Fi lesJob-Level e-mail

Job-Level e-mail

The job-level e-mail master file allows you to set up automatic notifications each time a specific job is run. If you specify e-mail addresses or a distribution list for one of the pre-established job-level options, TMS will automatically send an e-mail to those recipients each time that job is run.

To set up a job-level e-mail notification:

1. Go to the e-mail Distributions Lists list window. (Figure 75)TMS Main Menu 31 Master Files 52 Job Level e-mailFast Path = JEML

2. Type E next to the job for which you would like to set up a notification and select OK.

Figure 75


Master FilesJob-Level e-mail

3. On the Job ID e-mail Addresses window (Figure 76), take one of the following options:

• Select Address to add an individual e-mail address from the e-mail master file.

• Select Distr List to add a distribution list from the e-mail Distribution Lists master file.

Select the addresses you want the notification sent to, then Exit to return to the Job ID e-mail Addresses window.

4. If you need to delete an address, type D next to an address on the list and select OK.

TMS TIPS: You can edit the TMS e-mail master file directly from this window using the Add Address to e-mail option.

5. Select OK to set up the notification and Exit to return to the list window.

Figure 76


Master Fi lesCity/State Synonyms

City/State Synonym Files

City/State Synonyms

The City/State Synonyms master allows you to create and maintain a list of synonyms that will correct the way city names are spelled when received via EDI. For example, St. Louis, MO might appear on an EDI as

• ST LOUIS

• ST. LOUIS

• SAINT LOUIS.

The City/State Synonyms master can recognize the various spellings and standardize the way cities are stored in the waybills. This may, in turn, assist you to set up blocking tables or rate movements in the system.

To work with city and state synonyms:

1. Go to one of the City/State Synonyms list windows. (Figure 77)TMS Main Menu 31 Master Files 61 City/State Synonyms or 62 City/State Synonyms Unapplied

Fast Path = CSYN or CSYNU

• 61 City/State Synonyms shows you matched location names.

• 62 City/State Synonyms Unapplied shows you only unmatched location names.


Master FilesCity/State Synonyms

If you chose 62 City/State Synonyms Unapplied, the synonyms in this file do not have associated locations. You can complete the Apply City and State fields to link a synonym to an actual location.

2. You can enter values in the City and/or State header fields to narrow down the list to only that location.

3. To maintain the synonym file, complete any entries where the City and State are missing in the Apply City and State fields.


Figure 77

If you want to then

copy one location code to a blank record below it

use the duplicate key (‘).

change a synonym from inactive to active and vice versa

type A or I next to the synonym and select OK.

TMS TIPS: When you make a customer name inactive it will not appear on the list in the future. Many railroads make agents for other railroads inactive. You can use the Active/Inactive option on this window to show only active or only inactive synonyms.


Master Fi lesCity/State Synonyms


delete a synonym record type D next to the synonym and select OK.

add new synonyms select Add. Enter the synonyms you want to add in the City and State fields and the associated locations in the corresponding Apply City and State fields.

If you want to then


Master FilesRevenue Adjustment Codes

Audit and Accounting Files

Revenue Adjustment Codes

The Revenue Adjustments Codes master assembles a list of reason codes to use when an adjustment is made to a waybill.

To work with revenue adjustment codes:

1. Go to the Reason Codes list window. (Figure 78)TMS Main Menu 31 Master Files 91 Revenue Adjustment CodesFast Path = RARC

TMS TIPS: To rename an existing code, type R next to the code and select OK.

TMS TIPS: You can use the Active/Inactive/All option on this window to show only active, only inactive or all codes.

Figure 78


Master Fi lesRevenue Adjustment Codes


• Type 1 next to the code you want to modify and select OK.

• Select Add to create a new code.

3. Complete the fields on the Reason Code Details window. (Figure 79)


Field Definitions

Figure 79

Usage USR indicates that the new code is a user-defined code. A reason codes can also have a usage of RMI, which indicates that the code is part of TMS and is hard-coded to be used in batch jobs.

Reason Code 3-character revenue adjustment reason code.

Description Free-form description of the code.

Status Status indicator. Valid options include Active (A), Inactive (I), or Deleted (D).

Restrict Selection

Selecting this field restricts the use of this reason code.

Default Indicator

Selecting this field indicates this code is the default. One reason code should be flagged as the default.


Master FilesChart of Accounts

Chart of Accounts

The Chart of Accounts master assembles account numbers used to produce billing entries for the general ledger. This master file is used to set up an extract to an internal system.

TMS TROUBLESHOOTING: Please contact RMI Support before creating records in this file.

To work with accounts:

1. Go to the Chart of Accounts list window. (Figure 80)TMS Main Menu 31 Master Files 92 Chart of AccountsFast Path = GLCOA


Figure 80

If you want to then

change an account from inactive to active and vice versa

type A or I next to the account and select OK.

delete an account type D next to the account and select OK.

view information about who modified an account and when it was modified

type S next to the account and select OK.


Master Fi lesChart of Accounts

3. Select Add to create a new account.

4. Complete the fields on the Edit Chart of Accounts window. (Figure 81)


Field Definitions

view G/L entries using an account type U next to the account and select OK.

Figure 81

Account Number

Account number.

Description Free-form description of the account.

PL/BS PL indicates the account is a Profit and Loss Account. BS indicates it is a Balance Sheet Account.

Norm/Bal Norm indicates the account is a debit account. Bal indicates the account is a credit account.

If you want to then


Master FilesCost Centers

Cost Centers

The Cost Center master is a list of billing entities used in the general ledger. Once you assemble a list of cost centers, you can use them when you are creating charges in the Charge master. This master file is used to set up an extract to an internal system.

TMS TROUBLESHOOTING: Please contact RMI Support before creating records in this file.

To work with cost centers:

1. Go to the Cost Center Master list window. (Figure 82)TMS Main Menu 31 Master Files 93 Cost CentersFast Path = GLCC


Figure 82

If you want to then

change a cost center from inactive to active and vice versa

type A or I next to the account and select OK.

see who modified a cost center and when it was modified

type S next to the cost center and select OK.


Master Fi lesCost Centers

3. Select Add to create new cost centers.

4. On the Cost Center Master - ADD window (Figure 83), enter a Cost Center ID for each new cost center. You should also enter a free-form Description of the cost center.


Figure 83


Master FilesCost Centers

Group Files

TMS group files allow you to create collections of records to be used for processing throughout the system.

Many of these groups can be used in the TMS blocking tables to reduce the number of necessary rules and make your blocking tables simpler. For example, you can specify a geography group on the selection window of an inbound EDI blocking rule to select all cars originating from multiple city/state combinations.

You can also use some groups when you create reports, including the online inventory report and the history activity report, to include multiple sets of records. For example, you can specify a customer group in the Customer Selection area of the Online Inventory Report Control window to include records from multiple Block To customers.

The following are available in TMS:

• Car Hire Report Groups

• Car Kind Groups

• Commodity Groups

• Customer Groups

• Equipment Groups

• Geography Groups

• Printer Groups.


Master Fi lesCar Hire Report Groups

Car Hire Report Groups

The Car Hire Report Group master file defines ranges of hourly car hire rates to use for TMS reports or blocking rules. This feature is useful when you want to work with, for example, only equipment moving under a high rate range or only equipment that is moving under a particular rate range. This table is especially useful when you need to search for online cars that fall under a particular per diem range.

To use a car hire report group for automatic blocking:

You can use car hire report groups in the Car Hire Group field when making selections in the following TMS blocking tables:

• Inbound EDI

• Interchange

• Station Blocking

• Reverse Route

• Outbound EDI 420

• Automatic Charges

• Automatic Movements

• Inbound EDI 824

• Car Distribution

• Demurrage

• Storage

• Classification.

If you use a group in this field, the blocking rule will only select cars using rates that fall in that car hire grouping.

To use a car hire report group for reports:

You can enter a car hire report group in the Per Diem Grp field when making selections for the following:

• Online Inventory report

• Yard Block by Hours in Station report

• Outbound Block Analysis reports.

If you enter a car hire report group in that field, your report will include only cars using rates that fall in that rate grouping.


Master FilesCar Hire Report Groups

To create or edit a car hire report group:

1. Go to the Maintain Car Hire Group list window. (Figure 84)TMS Main Menu 31 Master Files 37 Car Hire Report Groups Fast Path = CHRGP

TMS TIPS: You can modify the From Rate and To Rate directly on this window.

Figure 84


Master Fi lesCar Hire Report Groups

2. Select Add to add a new group or multiple groups.

3. On the Maintain Car Hire Group - ADD window (Figure 85), enter the 2-character ID of your new car hire rate Group.

You must also enter an upper and lower rate in the From Rate and To Rate fields. Your group will include all equipment with a rate falling in this range.


Figure 85


Master FilesCar Kind Groups

Car Kind Groups

The Car Kind Group file is used to assemble sets of car kinds into groups. You can then use these groups to inquire quickly on multiple car type ranges when creating reports in TMS. Note that these car kinds are your internal car type codes, not the four-position car types assigned by the AAR.

To use a car kind group for automatic blocking:

You can use car kind groups in the Car Grp field when making selections in the following TMS blocking tables:

• Inbound EDI

• Interchange


• Reverse Route




• Inbound EDI 824


• Demurrage

• Storage

• Classification.

If you use a group in this field, the blocking rule will only select cars of that type for blocking.

To use a car kind group for reports:

You can enter a car kind group in the Car Kind/Group field when making selections for the Online Inventory report. If you enter a car kind group in that field, your report will include only cars of that type.


Master Fi lesCar Kind Groups

To create or edit a car kind group:

1. Go to the Work with Car Kind Groups list window. (Figure 86)TMS Main Menu 32 Reference Files 34 Car Kind Groups Fast Path = CKGRP


TMS TIPS: If the group you are creating is similar to an existing group, you can make a new record from the existing one. Enter C next to the existing group and select OK. TMS creates a copy of the existing record and you can then modify the new group with any necessary changes.

Figure 86

If you want to then

edit the cars included in a group type 1 next to the group and select OK.

change the group description type 2 next to the group and select OK.

delete a group type D next to the group and select OK.


Master FilesCar Kind Groups

3. Select Add to add a new group.

4. On the Maintain Car Kind Group Header pop-up window (Figure 87), enter the ID of your new car kind group in the Group Code field.

You should also enter a Description of the group.

5. Select OK to update the file, then confirm.

Figure 87

Figure 88


Master Fi lesCar Kind Groups

6. On the Maintain Car Kind Group window (Figure 88), type 1 next to each car kind you want to add to the group. Use PgUp and PgDn to scroll through the list.

7. When you have made all your choices, select OK to update the file, then Exit to return to the Master Files menu.


Master FilesCommodity Groups

Commodity Groups

The Commodity Groups master assembles sets of STCC codes into groups. You can then use these groups to inquire quickly on multiple STCC ranges when creating reports and using automatic blocking in TMS.

To use a commodity group for automatic blocking:

You can use commodity groups in the Commodity Group field when making selections in the following TMS blocking tables:

• Inbound EDI

• Interchange


• Reverse Route




• Inbound EDI 824


• Demurrage

• Storage

• Classification.

If you use a group in this field, the blocking rule will only select cars carrying loads that fall within that group.

To use a commodity group for reports:

You can enter a commodity group in the Commodity Group field when making selections for the following:


• History Activity report/extract

• Placed/Release report

• Load Weigh Cycle report.

Your report will include only cars carrying loads that fall within that group.


Master Fi lesCommodity Groups

To create or edit a commodity group:

1. Go to the Maintain Commodity Groups list window. (Figure 89)TMS Main Menu 31 Master Files 70 Commodity Groups Fast Path = COMMG


Figure 89

If you want to then

view the STCC codes included in a particular group

type 1 next to the group and select OK.

print the group type 6 next to the group and select OK.

view the STCC ranges included in a particular group

type R next to the group and select OK.


search the groups for a particular STCC code or description

select Groups.


Master FilesCommodity Groups


4. On the Maintain Commodity Groups - ADD window (Figure 90), enter the ID of your new group. The Commodity Group must be a descriptive name, plus a 2-digit numeric identifier.


Figure 90


Master Fi lesCommodity Groups


6. On the Commodity Group Ranges window (Figure 91), enter individual STCC codes or ranges of STCC codes to be included in the group. If you need to look up particular STCC codes to add, type ? in one of the STCC code fields and select OK. A list of valid codes will appear.


Figure 91


Master FilesCustomer Groups

Customer Groups

The Customer Groups master assembles sets of customer IDs into groups. This feature is especially useful when you want to review shipments or inventory associated with a particular group of customers.

To enter a customer group:

You can use customer groups throughout the system in most fields that normally require customer codes, including Block To, Switch To, Shipper, Consignee, and The Customer fields.

To use a customer groups in place of a customer code, enter /G in the customer suffix field, then enter the customer code in the first field. For example, CARGIL /G would represent a set of customers grouped under the name CARGIL.

To use a customer group for automatic blocking:

You can use customer groups in the various customer fields when making selections in the following TMS blocking tables:

• Inbound EDI

• Interchange


• Reverse Route




• Inbound EDI 824


• Demurrage

• Storage

• Classification.

If you use a group in this field, the blocking rule will only select cars that are associated with that customer.

You can use customer groups in the Weigh Party field when setting up the apply side of the following TMS blocking tables:

• Inbound EDI

• Interchange


• Reverse Route

• Inbound EDI 824

If you use a group in this field, that will become the party to be billed for a weighing charge for cars matching the selection criteria.


Master Fi lesCustomer Groups

You can also use customer groups in the Check Car Orders for Customer/Group field when setting up the apply side of the Car Distribution blocking table. If you use a group in this field, TMS will check the car order module and determine if any open orders exist for that group of customers. If so, the cars will be automatically assigned to those orders.

Finally, you can use customer groups in the Notify, Constructive Placement, and Storage fields when setting up the apply side of the Auto Movement blocking table. If you use a group in this field, that will become the party for those values for cars matching the selection criteria.

To use a customer group for reports:

You can enter a customer group in the various customer fields when making selections for the following:


• Loaded Car Counts report

• History Activity report/extract

• Blocking Summary report

• Load Weigh Cycle report

• Cars Weighed report (Weigh Party field only)

• Dwell report (Patron Grp field only).

Your report will include only cars associated with the customers in that group.

TMS TIPS: Customer groups include customer IDs that are part of the same parent customer but have different locations.



To create or edit a customer group:

1. Go to the Customer Groups list window. (Figure 92)TMS Main Menu 31 Master Files 16 Customer Groups Fast Path = CGRPS

2. You can enter values in the header fields to filter the information that appears. For example, enter a Customer to see all groups associated with a particular customer.


TMS TROUBLESHOOTING: You will not be able to delete a customer group if it is in use in any blocking rule in the system.

Figure 92

If you want to then

view or edit the customer IDs included in a particular group


edit the group description type 2 next to the group and select OK.

print a customer group type 6 next to the group and select OK.



Master Fi lesCustomer Groups



5. On the Customer Group Header pop-up window (Figure 93), enter the ID of your new customer group in the Group Code field.


Figure 93




7. On the Maintain Customer Group window (Figure 94), type 1 next to each customer you want to add to the group. Use PgUp and PgDn to scroll through the list.


Figure 94


Master Fi lesCustomer Entity Groups

Customer Entity Groups

The Customer Entity Groups master assembles sets of customer EDI message types into groups. You can use customer entity groups in your blocking table selections. Any time you enter a customer value for selection in the blocking tables, you must enter a customer entity type as well. For example, you can select all cars that have a particular customer as consignee.

If you use a customer entity group, however, you can select on multiple customer types for a single customer. For example, you could select all cars that have that customer as either consignee, shipper, or freight bill party, using one selection.

To enter a customer entity group:

You can enter a customer entity group in the entity ID code field, which is part of the Customer selection on the Edit Rule - General Selection window. To use a customer entity group in place of a customer type code, enter the customer entity group code in the first field, then enter G in the entity group indicator field.

In the example shown (Figure 95), SC is an entity group that is defined as consignees and shippers. This entry would select any cars that have Cargil-Louisville listed as either the consignee or the shipper.

To use a customer entity group for automatic blocking:

You can use customer groups in the appropriate customer type fields when making selections in the following TMS blocking tables:

• Inbound EDI

• Interchange


• Reverse Route




• Inbound EDI 824


• Demurrage

• Plant/Reader Interchange

• Outbound 419

• Storage

• Car Schedule

• Classification.

Figure 95


Master FilesCustomer Entity Groups

To create or edit a customer entity group:

1. Go to the Customer Entity Groups list window. (Figure 96)TMS Main Menu 31 Master Files 17 Customer Entity Groups Fast Path = CEGRP

2. You can enter values in the header fields to filter the information that appears. For example, enter an Entity Type to see all groups that include a particular type of customer.



Figure 96

If you want to then

view or edit the customer types included in a particular group



copy a customer entity group type C next to the group and select OK.



Master Fi lesCustomer Entity Groups


5. On the Entity Group Header pop-up window (Figure 97), enter the ID of your new customer group in the Group Code field. You should also enter a Description of the group.


Figure 97

Figure 98


Master FilesCustomer Entity Groups

7. On the Maintain Customer Entity Group window (Figure 98), enter each customer type you want to add to the group. You can enter a question mark (?) in the Type field to get a list from which to choose. Use PgUp and PgDn to scroll through the list.

8. When you have made all your choices, select OK to update the file, then Exit to return to the Customer Entity Groups list window.


Master Fi lesTrack Groups

Track Groups

The Track Groups master assembles sets of tracks into groups. This feature is especially useful when you want to work with cars on a group of tracks used for a particular customer or a particular blocking destination.

To enter a track group:

You can use track groups for reports and blocking tables that offer the Track Group field.

To use a track group for automatic blocking:

You can use customer groups in the various customer fields when setting up movement selections in the Automatic Charges and Automatic Movements blocking tables. If you use a track group, the blocking rule will be called only for activities or movements on one of the tracks in the group.

To use a track group for reports:

You can enter a track group when making selections for the Online Inventory report.

To create or edit a track group:

1. Go to the Customer Groups list window. (Figure 99)TMS Main Menu 31 Master Files 8 Track Groups Fast Path = TG

2. You can enter values in the header fields to filter the information that appears. For example, enter a Station to see all groups located at a particular station.

Figure 99


Master FilesTrack Groups




5. On the Edit Track Group pop-up window (Figure 100), enter the ID of your new track group in the Track Group field. You must also enter a Description of the group.

If you want to then

view or edit the track IDs included in a particular group



copy a track group type C next to the group and select OK.


Figure 100


Master Fi lesTrack Groups

6. Select OK to update the file and confirm.

7. On the Maintain Track Group window (Figure 101), type 1 next to each track you want to add to the group. Use PgUp and PgDn to scroll through the list.

8. When you have made all your choices, select OK to update the file, then Exit to return to the Track Groups list window.

Figure 101


Master FilesEquipment Groups

Equipment Groups

The Equipment Group file assembles specific equipment and ranges of equipment into groups. You can then use these groups to inquire quickly on these cars, trailers, and locomotives together when using automatic blocking in TMS.

To use an equipment group for automatic blocking:

You can use equipment groups in the Equip Grp field when making selections in the following TMS blocking tables:

• Inbound EDI

• Interchange


• Reverse Route

• Inbound EDI 420




• Inbound EDI 824


• Demurrage

• Storage

• Classification.

If you use a group in this field, the blocking rule will only select cars listed in the group blocking. This allows you to select a group of cars for blocking with more specificity than if you used a Car Range.


Master Fi lesEquipment Groups

To create or edit an equipment group:

1. Go to the Work with Equipment Groups list window. (Figure 102)TMS Main Menu 32 Reference Files 35 Equipment Groups Fast Path = EQGRP



4. Enter a Group name on the Add Equipment Group window and select OK.

Figure 102

If you want to then

view the equipment included in a particular group


edit the group description or active/inactive status of a group



view areas in TMS in which a group has been used

type U next to the group and select OK.

search the groups for a particular usage

select Work with Usage.


Master FilesEquipment Groups

5. On the Edit Equipment Group window (Figure 103), enter a free-form Description of the group and choose Active/Inactive status.

6. Select OK, then confirm.

7. To add equipment to the group, enter 1 next to your new group on the Work with Equipment Groups list window. Select OK.

Figure 103

Figure 104


Master Fi lesEquipment Groups

8. On the Edit Equipment Group Ranges window (Figure 104), enter individual car initials/numbers or ranges of numbers to be included in the group.



Master FilesGeography Groups

Geography Groups

The Geography Groups master assembles sets of city/state combinations into groups. You can then use these groups to inquire quickly on multiple locations when creating reports and using automatic blocking in TMS.

To enter a geography group:

Geography groups replace the City and State fields for both Origin and Destination locations. To use a geography groups in place of a location, enter XX in the State field, then enter the geography code in the City field.

To use a geography group for automatic blocking:

You can use geography groups in the Origin and Destination City/State fields when making selections in the following TMS blocking tables:

• Inbound EDI

• Interchange


• Reverse Route




• Inbound EDI 824


• Demurrage

• Storage

• Classification.

If you use a group in this field, the blocking rule will only select cars destined for or originating from any of the locations included in the group.

To use a geography group for reports:

You can enter a geography group in the Origin and Destination ST/City fields when making selections for the Online Inventory report or the Placed/Release report.

Your report will include only cars destined for or originating from any of the locations included in the group.


Master Fi lesGeography Groups

To create or edit a geography group:

1. Go to the Maintain Geography Groups list window. (Figure 105)TMS Main Menu 31 Master Files 71 Geography Groups Fast Path = COMMD

TMS TIPS: You can modify the Description directly on this window.


Figure 105

If you want to then

view the locations included in a particular group


print a group type 6 next to the group and select OK.


search the groups for a particular location

select Groups.


Master FilesGeography Groups


4. On the Maintain Geography Groups window (Figure 106), enter the ID of your new group in the Geography Group field.



Figure 106

Figure 107


Master Fi lesGeography Groups

6. On the Geography Group Locations window (Figure 107), enter the city/state combinations to be included in the group.

If you need to look up particular locations (including road and FSAC) to add, type ? in either the State or the City field and select OK. A list of valid locations will appear. You can also press Select Locations to select stations from the FSAC master.



Master FilesPrinter Groups

Printer Groups

The Printer Group master file is used to assemble printing queues into groups. You can then use these groups to direct administrative messages to multiple printers.

To use a printer group:

When you print an administrative message, enter the group name in the Printer Group field, and the message will be distributed to all printer queues in the group.

To create or edit a printer group:

1. Go to the Work with Printer Groups list window. (Figure 108)TMS Main Menu 31 Master Files 84 Printer Groups Fast Path = PRTG


Figure 108

If you want to then

edit the printers included in a particular group




view printers included in a particular group



Master Fi lesPrinter Groups


4. On the Edit Printer Group window, enter a Printer Group name. (Figure 109)

You should also enter a free-form Description of the group.


Figure 109


Master FilesPrinter Groups

6. To add printers to the group, enter 1 next to your new group on the Work with Printer Groups list window. Select OK.

7. On the Select OUTQs for Printer Group window (Figure 110), type 1 next to each printer you want to add to the group.


Figure 110


Master Fi lesHold Queue Reject Codes

Miscellaneous Files

Hold Queue Reject Codes

The Hold Queue Reject Code master allows you to define custom reason codes to use when you block cars to the Restriction/Reject queue.

To work with hold queue reject codes:

1. Go to the Reason Codes for Reject Codes list window. (Figure 111)TMS Main Menu 31 Master Files 81 Hold Queue Reject CodesFast Path = RRC

TMS TIPS: Several Reject Reason Codes are already in place in the system. These TMS codes are designated by 2-character code IDs. Any codes that you create must have 3-character code IDs that begin with the letter “U.”

Figure 111


Master FilesHold Queue Reject Codes


TMS TIPS: You can use the Active/Inactive option on this window to show only active or only inactive codes.

3. Select Add to create a new code.

4. On the Reject Reason Code pop-up window (Figure 112), complete the Reason Code field with the 3-character ID of your new reject reason code. The code must begin with the letter “U.”

You should also enter a free-form Description of the code.


If you want to then

change the description or see who entered or modified the code

type 1 next to the code and select OK.

change the status of a code from active to inactive, or vice-versa

type 7 next to the code and select OK.

Figure 112


Master Fi lesClearance Point

Clearance Point

You can use the Clearance Point master to define points on your road which may be inaccessible for high/wide equipment. You can use the records in this file to check equipment in the high/wide queue and determine the most feasible route.

To work with clearance points:

1. Go to the Clearance Point Master list window. (Figure 113)TMS Main Menu 31 Master Files 98 Clearance Point MasterFast Path = CPM


Figure 113

If you want to then

add or change a block to value for a clearance point

type 5 next to the point and select OK.

delete a clearance point type D next to the point and select OK.

view or modify special instructions to be used when you check to see whether equipment can pass a clearance point

type S next to the point and select OK.

view or modify dimension details of a clearance point

type A next to the point and select OK.


Master FilesClearance Point


• Type 1 to the left of the clearance point you want to modify and select OK.

• Select Add to create a new clearance point.

4. Complete the fields on the Edit Clearance Master window. (Figure 114)

5. Select OK to save the record.

6. Select Height Above Rail Clearance to map out the exact dimensions of the bridge or tunnel. Enter the exact dimensions for height and width clearance on the Height Above Rail Clearance window. (Figure 115)

These entries represent a range of height above rail and the associated width that this point on the line can handle. For example, Figure 115 shows clearance restrictions for a bridge that can handle loads that are fifteen feet wide up to ten feet above rail, then loads that are fourteen feet wide any higher than ten feet above rail.

Figure 114


Master Fi lesClearance Point


Field Definitions

Figure 115

Site IID of the clearance point.

Description Free-form description of the clearance point.

Station Station associated with the clearance point.

Milepost Milepost at which clearance point is located.

Extreme Length

Maximum length of a car over drawbar that can be handled at this point.

Extreme Height

Maximum height of a car at its highest point atop the rail that can be handled at this point.

Extreme Width Maximum width of a car at its widest point atop the rail that can be handled at this point.

Height of Extreme Width

Maximum height at which a car can achieves its extreme width.

First Overhang Maximum measurement of the first high/wide overhang.

Second Overhang

Maximum measurement of the second high/wide overhang.

Truck Center Length

Maximum distance between the truck center pins that can be handled at this point.

Number Axles Maximum number of axles on the car.


Master FilesRoads

Roads

The Road master is a seldom-used reference file that RMI supplies when you begin using TMS. It contains the names and addresses of every railroad in North America at the time you began to use the system. At times, however, you may need to customize the information in the file:

• When you first begin using TMS, you must go to the Road master to mark your connecting carriers with the type of waybills and consists you will transmit.

• When new railroads form through acquisitions or mergers, you may have to update the Road Master with information for those roads.

• You may have to alter the system to modify the type of reverse routes you want to transmit to your connecting carriers.

To modify the road master records:

1. Go to the Road Master list window. (Figure 116)TMS Main Menu 32 Reference Files 9 Railroad MarksFast Path = MMARK

Figure 116


Master Fi lesRoads


• Enter the Road and 260 Number or Name in the selected fields.

• Type 1 next to a road, then select OK.

3. On the Road Master window (Figure 117), change the name and address fields as needed to update the carrier’s name, address, and contact information.

4. Complete the other fields to customize how you do business with that carrier.


Field Definitions

Figure 117

Outbound 404/417 Partner

Selecting this field indicates you are going to transmit 417 EDI waybills or 404 EDI Bills of Lading to this railroad.

Auto Send EDI on Reverse Route

TMS will normally build reverse route waybills for cars loaded on your operation. However, some Class I carriers do not want to receive reverse route bills from switching and haulage roads. This switch allows you to switch off the reverse route options for specified roads. TMS will still build a reverse route to bill internally.

418 Send Actual Flag

Selecting this field indicates you are going to transmit actual 418 Advance Consists to this road.

Switch Extract Type of extract file that should be created if you generate a switching invoice for this railroad.


Master FilesRoads

AMS SCAC Code

Customs SCAC code for this road if you are sending automated EDI customs.

Send 419 Flag Indicates when TMS should send this road an EDI 419 Request for Blocking message. Valid options include

BLANK Do Not Send. (Default Value) A All Options listed below I At Inbound Interchange U At time cars are unloaded 4 At receipt of Inbound 418 from this road.

Send 420 Flag 9 instructs TMS to send a 420 if you receive an EDI 419 Block Request from this road.

Send 425 Flag Selecting this field instructs TMS to send a 425 Waybill Information request if you receive a 418 from this road and you do not have a waybill for the car.

Process 161 Ind

Selecting this field indicates you wish to process EDI Train Consist 161 messages into Digicon or another train dispatching system from this road. Contact RMI Support before turning on this flag.


Master Fi lesCustom Bad Order Codes

Custom Bad Order Codes

The Custom Bad Order Codes master allows you to create custom codes that indicate why a car was bad ordered on your operation. For example, you can create a code to indicate a specific repair problem.

TMS TIPS: A complete set of industry standard bad order codes is included with TMS when you install the system. You should only need to set up custom codes if the industry standard codes will not work for your road.

To create bad order codes:

1. Go to the Edit Bad Order Codes list window. (Figure 118)TMS Main Menu 4 Car/Locomotive Maintenance 22 Custom Bad Order Codes

Fast Path = MBORD

Figure 118


Master FilesCustom Bad Order Codes

2. Select Add to create new bad order codes.

3. Complete the fields on the Edit Bad Order Codes window. (Figure 119)


Field Definitions

Figure 119

B/O Code 4-character code representing the type of repair needed for the car.

Description 25-character free-form description of the code.

Train II Reason Code

Train II code indicating reason for bad order.

CLM Code Car Location Message (CLM) code indicating reason for bad order.

Restrict Train Departure

Selecting this field instructs TMS to restrict train departure for this bad order code.


Master Fi lesClient Addresses

Client Addresses

Use the Client Address master file to specify multiple addresses to be used as contact points or remit to addresses when printing various invoice types.

To specify a new client address:

1. Go to the Work with Client Addresses list window. (Figure 120)TMS Main Menu 36 System Administrator 1 Railroad Profile Menu 21 Client Addresses

Fast Path = TMSAD

Figure 120


Master FilesClient Addresses

2. Select Add to create a new client address.

3. Complete the fields on the Edit Client Address New Details window. (Figure 121)


Field Definitions

Figure 121

Application Type of invoice for which the address should be used. The following options are valid:

DEM Demurrage/Storage invoices IC Incidental Charges invoices IMB Intermodal Billing invoices NOT Notifications NTC Non-Transportation Charges invoices TMS System default for TMS invoices and notifications.

Address Type INQ indicates the address is to be used as a contact for inquiry. REM indicates the address is to be used as a remit to address.

Description Free-form description to identify the address.

Company /Address/City/State/Zip/Attention/Phone/Fax/E-Mail

Full address and contact information to be used as the contact point or remit to address.


tms guide: system maintenance -...

Documents