Creating custom settlement sheet formats
Creating custom settlement sheet formats
TMWSuite's Settlement application accepts settlement sheet formats created using SQL Server Reporting Services.
Creating a custom settlement sheet format requires that you have prior experience in writing SQL queries, and a thorough understanding of TMWSuite’s database structure. Alternatively, you can contact your TMWSuite Support Team to get assistance in creating reports to use as formats.
Note: When creating settlement sheet formats using SQL Server Reporting Services:
1. User logins cannot contain slashes, for example, TMW\user1. When settlement sheet formats based on SSRS reports are printed, the print function stores temporary files with a slash preceding the user login. A slash in the login to separate the domain from the user ID will conflict with the print function.
2. You must have:
SQL Server
IIS
Not required for SSRS 2008.
TMWSuite V.2009.08_08.0786 or later.
The TMWSuite Add-ins feature
You can activate Add-ins when you use the TMWSuite Installer to update to a new GA release of TMWSuite.
The Integrated Reporting license
The license is available at no charge and can be obtained from your TMWSuite Support representative.
A PDF viewer
The format is displayed in a PDF viewer when the report is rendered in SQL Server Server Reporting Services.
Guidelines for creating a custom settlement format are provided on these pages:
Creating a custom settlement format 11.2
Making the format available in the Settlements application 11.3
Creating a custom settlement format
You can create a custom settlement sheet format from a SQL Server Reporting Services report.
At a minimum, you must include the ll_pyhnumber parameter in your report.
Other available parameters include:
ls_id
datetime begin_date1_dt
datetime end_date1_dt
string ls_drvyes
string ls_trcyes
string ls_trlyes
string ls_id
string ls_type1
string ls_terminal
string ls_name
string ls_caryes
string ls_hldyes
long ll_pyhnumber
string ls_tpryes
string ls_relcol
string ls_relncol
datetime begin_date2_dt
datetime end_date2_dt
datetime begin_date_msum_dt
datetime end_date_msum_dt
string lgh_type1
Making the format available in the Settlements application
Once your settlement sheet format has been deployed from SQL Server Reporting Services, you must make it available to the Settlements application.
Note: To use a settlement sheet format based on a SQL Server Reporting Services report, you must have the StlmntSheetFormatFromINI=N setting in the [Settlement] section of your TTS50.ini file. For more information, see the "Settlement sheet format setup" chapter in the Settlement Sheet Formats guide.
1. In System Administration, go to Edit > Integrated Report Setup > Settlement Sheets.
Note: If you have not previously specified any settlement sheet formats, the One-Time Settlement Sheet Setup message appears. TMW recommends that you set up a default format before continuing. For details, see "Settlement sheet format setup" chapter in the Settlement Sheet Formats guide.
2. The Integrated Report Setup window appears.
[pic]
In the Name field, enter a descriptive name for the format.
Note: You will need this name later to distinguish one format from another when you look them up in a list, so enter a descriptive name. For example, you may name a format used for owner/operators as "Owner/operator format." A format associated with company drivers may be named "Company driver format."
3. In the Asset Type field, select the resource type for which the format applies. The options are:
Driver Sheet
Tractor Sheet
Trailer Sheet
Carrier Sheet
Third Party Sheet (applicable only if you have purchased the Third Party Pay or Agent Pay feature)
If you made a driver, tractor, trailer or carrier selection, the system displays additional fields under the Asset Type field. They allow you to specify formats for classifications associated with the resource type. In this example, we selected Driver Sheet, so the DrvType1-DrvType4 fields appear.
[pic]
4. If the format applies to specific resource category(ies), make entries in the appropriate classification field(s).
5. In the Source field, select SQL Reporting Service.
6. Additional fields used to set up a SSRS report as a settlement sheet format appear when you make the entry in the Source field. Make the following entries in these fields.
[pic]
|Web Service |The URL for the SSRS web service location. |
|Report Name |The location of the report on the web server identified in the Web Service field. |
|Email Type |Not applicable for formats based on SSRS reports. |
|Open Integrated |This check box does not apply to custom settlement sheet formats. |
7. Save your entries.
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