TABLE OF CONTENTS


What do I do if I can't find a job in BravoTran?

BravoTran will typically not retrieve data for jobs that pre-date our start date by more than one year. Invoices for these jobs should be handled outside BravoTran. If your job is more recent than that, this may indicate a potential integration issue. In this case, please submit a support ticket.



Where can I look up a missing invoice?

  • First, check Email Search. This is available in the top right portion of the screen, and can be configured to search by email text, date, etc.
  • Second, check the Activity tab. You can search and filter here for any activities that might have been taken on an invoice.
  • Third, check the Transactions Pending Allocation queue. Possibly there was a problem with the accrual that prevented CargoWise from posting the invoice. See more information about the Transactions Pending Allocation queue in a separate article.
  • Fourth, check that the invoice number is not a duplicate of an invoice posted recently.
  • If none of the above resolves your issue, please submit a support ticket.



Why isn't my posted invoice showing up in CargoWise One?

Check the Transactions Pending Allocation queue (see a separate article on the Transactions Pending Allocation queue.) If it is not there, please submit a support ticket.



Why did BravoTran create a new accrual, instead of matching against an existing one?

The most common cause of this is that the vendor that was selected in BravoTran in the "Assign Vendor" step did not match the accrual that was selected. In this case, the user is presented with a warning note (see below), and a new accrual line will be created rather than updating or overwriting the existing one. This is an inherent property of CargoWise One and is not configurable by BravoTran.


The warning note:


The selected vendor is displayed at the top of the page: 


Another potential cause of this behavior is that the operator entered an invoice number against an existing accrual, but the invoice number was slightly different from the invoice number sent by BravoTran. When invoice numbers match exactly, this will result in the BravoTran invoice being held as a duplicate in your Transactions Pending Allocation queue. However, if there are small differences (e.g. operator entered 112345, and BravoTran sent 1-12345), then CargoWise will treat the existing accrual as "held" and will not match the BravoTran invoice against the existing accrual, instead creating a new one.



Why can't I find a vendor in BravoTran?

Only active payables vendors are available for selection in BravoTran, because only active payables vendors are allowed by CargoWise One to have invoices posted against them. If you have confirmed that an org is active and the payables flag is checked, this may be an indication of a larger integration issue. Please submit a support ticket.



What filetypes are supported by BravoTran?

All the following file types are supported:

  • .BMP
  • .CSV
  • .DOC
  • .DOCX
  • .GIF
  • .HEIC
  • .JFIF
  • .JPB
  • .JPEG
  • .ODS
  • .ODT
  • .PDF
  • .PNG
  • .TIF
  • .TIFF
  • .TXT
  • .XLS
  • .XLSM
  • .XLSX
  • .XPS



Why did BravoTran post my charges with a different code?

This almost always occurs because there is a code mapping that has been created in your org proxy in CargoWise. To find this, navigate to the org proxy:

  1. Maintain -> User Admin -> Companies -> search for the applicable company
  2. Double click on the company
  3. Click the three dots next to Organization Proxy
  4. Click Edit in the top bar to open the organization proxy


Once the organization proxy is open, go to Details -> Config -> EDI Code Mapping and see if there are any entries that would convert the charge code to another one. When these mappings are active, CargoWise One will automatically modify incoming charge codes to different ones. This may be related to some other rate or costing system set up with external vendors, or may be left over from a previous integration. 



To resolve this, you will need to either:

  • Delete this mapping record in your org proxy, which may disrupt other integrations you have.
  • Have your operators stop using DDEL as a charge code, and instead use DTPT.

Note that the behavior to automatically create these mappings is determined by a Registry setting, in Accounting >  Payable Defaults > Default Settings > Enable Automatic Charge Code Mapping for Unallocated Invoices. By default this is set to YES, but you should delete the existing mappings and set it to NO.


How do I add additional users to BravoTran?

Anyone set up as an admin on your account has the ability to add new users at their discretion. To do so:

  1. Navigate to Settings -> Users in the BravoTran app
  2. Click on new user to add their name, email address, and set permissions (admin has the ability to change a few things such as user access)
  3. Click save and an email will be sent to them shortly after with a link they can click to set their password and log in



Why are carry-forward/remainder accruals being created in the wrong currency?

This behavior is determined by a registry setting in CargoWise. This setting can be found in Accounting > Payable Defaults > Default Settings > Default Use Job Exchange Rate Setting. By default, this setting is set to "No", but selecting "Yes" should ensure the carry-forward accruals are in the correct currency.


Can BravoTran create new WIPs?

BravoTran cannot directly create new WIPs as this soley controlled by CargoWise. If you notice new WIPs you should review your registry settings.


Why doesn’t BravoTran list certain charge codes?

CargoWise does not automatically send over the information when new charge codes are created. When your account is first set up we do a one time pull of all your codes but if any are added afterwards we may not have that information available. To address this please follow the instructions listed on this page to export the needed data from CargoWise and send it to us via support ticket so we can update the codes available in BravoTran.

 

Note that pre-accrued charges are not impacted by this as the information for the accruals, including the charge code, is sent to us from CargoWise. This limitation only affects your ability to select charge codes when creating new lines from scratch within BravoTran.


Why doesn't the reply button in the operator portal work?

BravoTran is not sending this reply internally, but rather opening the user's default mail client and logging that the button was clicked. Your operators just need to make sure that Outlook is set as their default mail option which is explained in this Microsoft Support article: https://support.microsoft.com/en-us/office/make-outlook-the-default-program-for-email-contacts-and-calendar-ff7990c4-54c4-4390-8fe3-c0285226f021 


Unable to post transaction A230198967 due to warnings/errors identified as part of ATP trigger event


Why did I receive this email from CW1 - Unable to post transaction X due to Warnings/Errors Identified as part of ATP trigger event

Wisetech has introduced a new notification for TPA items that by default alerts all staff members.

To prevent alerts going out to all staff members you'll need to modify in CargoWise by navigating to Maintain > System > Registry > Notification > "Transaction Pending Allocation XML Posting Failure Notification Group."


Beyond the notification itself there should be no changes or impact on the number of items processed.