Automatic copying of CMR files to inter-branch orders, new role permissions and data visibility

In this article, you will learn about the following new features in the fireTMS system: 

Automatic copying of CMR files to inter-branch orders

In the new version of fireTMS, we have added a configuration option that automatically copies the CMR file to the load associated with the inter-branch order. When this function is enabled, the system transfers the CMR from the load or order of the branch performing the transport to the corresponding load on the side of the branch ordering the transport. To activate this option, go to Configuration >> System configuration >> Order handling tab >> Inter-department orders field >> checkbox Automatically copy CMR file to inter-branch order.

This function only works for inter-branch orders with a single load. Sources of CMR files covered by copying:

• added manually,
• editing an existing file without a file type and assigning it the CMR type,
• from the fireTMS Driver application
• from Transics (TX),
• from GBox (can be configured so that scans from GBox are automatically added to the system as CMR. To do this, go to Configuration >> System configuration >> Transport configuration tab >> Advanced telematics configuration field and select CMR from the list as the default type of downloaded documents).

This option allows you to reduce the number of manual operations and errors, speed up the completion of documentation between branches, and maintain a consistent order file on both sides of the process.

New configuration – visibility of the list of available loads throughout the company

Another new feature is a global configuration option that allows you to share the list of Loads >> Available loads – regardless of their assignment to branches and previous data visibility settings. To enable this option, go to Configuration >> System configuration >> Order handling tab >> Loads available visible to all field. For example, if a company has branches A, B and C, and a user is assigned only to branch A, after activating this configuration, they will also see loads available assigned to branches B and C and will be able to create orders with them.

The new configuration speeds up load distribution, facilitates cooperation between branches and helps to make better use of available resources.

Improved export of attached invoice scans from purchase documents 

We have already written about the function of exporting attached invoice scans from purchase documents in the article: Exporting invoice scans and further improvements in data presentation and other new features. Until now, the export included files from documents with selected statuses (including Approved, Paid, Corrected, Cancelled (correction to 0)). In the new version, we have added a checkbox Include additional purchase invoice statuses. When selected, the system extends the export to include scans associated with documents in the following statuses: Cancelled, Cancelled (re-registered) and Document registered. This makes it easier to generate a complete set of scans – including for cancelled and unapproved documents – according to user preferences.

New user permissions

The latest additions are two new permissions in user roles: Edit OCP and licence information and Edit invoice data. The first determines who can add and modify OCP and licence information. The second restricts the ability to change data in the contractor’s file used for invoicing (including name, VAT number, EU VAT, address). To restrict them, go to Configuration >> Roles and edit the permissions for the selected role.

The new permissions increase security and process compliance, reduce the number of errors in sales documents, and ensure a clear division of responsibilities.

If you would like to learn more about the new features in the system, please contact us.

* Some of the features described are only available in selected plans.