FreightMath — McLeod Software Data Extraction Guide

This page provides a structured walkthrough for carriers using McLeod Software to generate and automate the data extracts required for FreightMath. It is the McLeod-specific implementation of the FreightMath Data Schema, covering:

Order (Load) data
Segment (Movement) data
General Ledger (Trial Balance) data
Historical backfills and Other Charge Codes

The process uses McLeod’s Document Designer to install three pre-built templates (IDs 84000, 84001, and 84002), test their output, and schedule weekly automated delivery of Excel extracts to KSMTA. :contentReference[oaicite:0]{index=0}

Audience McLeod system administrators and power users responsible for reporting, IT, or data integrations. Basic familiarity with Sys Admin > Document Settings > Document Designer is assumed.

Goal Install and schedule the three FreightMath templates (Order, Segment, GL), generate required historical backfills, and send test files to dataextracts@ksmta.com.

1. Prerequisites

Before starting the McLeod configuration, confirm the following: :contentReference[oaicite:1]{index=1}

Access: You can see Sys Admin on the main McLeod navigation bar and open Document Settings > Document Designer.
Templates: You have received the FreightMath McLeod ZIP file from KSMTA and extracted the three folders:
- 84000 – Order
- 84001 – Segment
- 84002 – GL
Email profiles: At least one working McLeod email profile is configured, so scheduled reports can email Excel attachments externally.

2. Overview of Required Extracts

FreightMath expects three recurring datasets from McLeod: :contentReference[oaicite:2]{index=2}

Order extract (Template 84000) — one row per load/order, aligned to the Order portion of the FreightMath Data Schema.
Segment extract (Template 84001) — one row per segment/movement, aligned to the Segment portion of the schema.
GL extract (Template 84002) — General Ledger trial balance, used to build FreightMath’s activity-based costing model.

Each template is installed once, tested interactively, then scheduled to run automatically (typically each Sunday evening) and sent via email as an Excel (.xlsx) attachment.

3. Installing & Scheduling Template 84000 — Orders

Step 1 — Install the 84000 Order template

In McLeod, go to Sys Admin > Document Settings > Document Designer.
In the Document Designer window, click Load Template (icon on the second row). :contentReference[oaicite:3]{index=3}
Browse to the extracted FreightMath folders and select the 84000 – Order folder, then click Open.
Confirm that the status dialog shows all files loaded successfully, then click Close.
Back in Document Designer, click Search, enter 84000 in Template number, and click Exec to load the template. Some of the Order fields will be visible in the grid at the bottom of the window, confirming it is installed. :contentReference[oaicite:4]{index=4}

Step 2 — Test the Order output and send sample file

With template 84000 loaded, click Test Format to run the report. :contentReference[oaicite:5]{index=5}
When the Print to dialog appears, leave Preview selected and click OK.
In the Report Viewer, click the first disk icon to export.
Save the file as KSMTA Order Test YYYYMMDD.xlsx (using today’s date in YYYYMMDD format).
Email the file to dataextracts@ksmta.com with the subject:
[Your SCAC] Order Test YYYYMMDD (for example, BTWE Order Test 20241012). :contentReference[oaicite:6]{index=6}

KSMTA reviews this test file to confirm alignment with the FreightMath Data Schema before you proceed to full automation.

Step 3 — Add Order report to navigation & secure the template

In Document Designer, click Add to menu.
Select LoadMaster Main Menu > Dispatch > Custom Reports as the menu location and confirm. :contentReference[oaicite:7]{index=7}
To avoid accidental deletion, click the Secure/Unsecure template icon on the first row and confirm Yes when prompted. :contentReference[oaicite:8]{index=8}

Step 4 — Schedule the weekly Order extract

With template 84000 open, click Schedule.
In the Schedule Report window, set:
- Schedule: KSMTA_ORDERS
- Description: KSMTA Order Extract
- Frequency and timing per KSMTA guidance (commonly Sunday evening).
Go to the Notification tab and configure: :contentReference[oaicite:9]{index=9}
- Notify by email: Email with Excel (*.xlsx) attachment
- Other email(s): dataextracts@ksmta.com
- Email profile: select an active email profile.
Click Exec to save and activate the schedule.

4. Installing & Scheduling Template 84001 — Segments

Step 5 — Install the 84001 Segment template

Open Sys Admin > Document Settings > Document Designer.
Click Load Template, browse to the 84001 – Segment folder, and click Open.
Confirm that the status dialog lists all files in the Success window, then close it.
Use Search to find template 84001 and click Exec to load it. :contentReference[oaicite:10]{index=10}

Step 6 — Test the Segment output and send sample file

With template 84001 loaded, click Test Format. :contentReference[oaicite:11]{index=11}
In the Print to dialog, keep Preview selected and click OK.
In the Report Viewer, click the disk icon to export.
Save as KSMTA Segment Test YYYYMMDD.xlsx.
Email the file to dataextracts@ksmta.com with subject:
[Your SCAC] Segment Test YYYYMMDD. :contentReference[oaicite:12]{index=12}

Step 7 — Add Segment report to navigation & secure the template

Click Add to menu in Document Designer.
Select LoadMaster Main Menu > Dispatch > Custom Reports as the menu location. :contentReference[oaicite:13]{index=13}
Click Secure/Unsecure template and confirm Yes to secure it. :contentReference[oaicite:14]{index=14}

Step 8 — Schedule the weekly Segment extract

With template 84001 open, click Schedule.
Set:
- Schedule: KSMTA_SEGMENTS
- Description: KSMTA Segment Extract
On the Notification tab: :contentReference[oaicite:15]{index=15}
- Notify by email: Email with Excel (*.xlsx) attachment
- Other email(s): dataextracts@ksmta.com
- Email profile: choose an active profile.
Click Exec to save the schedule.

5. Installing & Scheduling Template 84002 — GL / Trial Balance

Step 9 — Install the 84002 GL template

Open Sys Admin > Document Settings > Document Designer.
Click Load Template, then browse to the 84002 – GL folder and click Open. :contentReference[oaicite:16]{index=16}
Close the Success dialog once the files are loaded.
Use Search to find template 84002, then click Exec to load it. :contentReference[oaicite:17]{index=17}

Step 10 — Test the GL output and send sample file

With template 84002 loaded, click Test Format. :contentReference[oaicite:18]{index=18}
In the Print to dialog, use Preview and click OK.
Export via the disk icon and save as KSMTA GL Test YYYYMMDD.xlsx.
Email the file to dataextracts@ksmta.com with subject:
[Your SCAC] GL Test YYYYMMDD. :contentReference[oaicite:19]{index=19}

Step 11 — Add GL report to navigation, secure, and schedule

Use Add to menu > LoadMaster Main Menu > Dispatch > Custom Reports to make the GL report easily accessible. :contentReference[oaicite:20]{index=20}
Click Secure/Unsecure template and confirm Yes to secure it. :contentReference[oaicite:21]{index=21}
Click Schedule and configure:
- Schedule: an internal name (for example KSMTA_GL)
- Description: KSMTA Trial Balance Extract
On the Notification tab, set: :contentReference[oaicite:22]{index=22}
- Notify by email: Email with Excel (*.xlsx) attachment
- Other email(s): costing@ksmta.com
- Email profile: select an active profile.
Click Exec to finalize the schedule.

6. Historical Datasets (One-Time Backfill)

The recurring Order and Segment schedules are intentionally limited to approximately the most recent 14 weeks to reduce load on McLeod. To support FreightMath’s Year-over-Year (YoY) analytics, carriers must also generate historical datasets for three longer time intervals provided by KSMTA. :contentReference[oaicite:23]{index=23}

Step 12 — Generate historical Order and Segment extracts

Open Document Designer and search for template 84000 (Order).
Click Report Viewer, then enter the first Custom Begin Date and Custom End Date provided in the KSMTA onboarding email. :contentReference[oaicite:24]{index=24}
Run the report, view the preview, then export to Excel via the disk icon.
Save as KSMTA Order Test YYYYMMDD.xlsx — using the interval end date as YYYYMMDD.
Email to dataextracts@ksmta.com with subject:
[Your SCAC] Historical Order Test YYYYMMDD. :contentReference[oaicite:25]{index=25}
Repeat these steps for the remaining two historical intervals for the Order report.
Repeat the full process for template 84001 (Segment), generating three historical Segment files and emailing them with corresponding Historical Segment subject lines. :contentReference[oaicite:26]{index=26}

7. Other Charge Codes Listing (One-Time)

FreightMath needs a complete listing of McLeod Other Charge Codes so that revenue types can be correctly classified in the analysis (detention, fuel surcharge, stop charges, etc.). :contentReference[oaicite:27]{index=27}

Step 13 — Generate the Other Charge Codes report

From the main McLeod navigation bar, go to Billing & AR > Master Files > Other Charge Codes. :contentReference[oaicite:28]{index=28}
Click Search, enter * in the Code field, and click Execute to list all codes. :contentReference[oaicite:29]{index=29}
Once a code is displayed, click List to open the full charge code list.
Click Print. In the list printing column selection window, leave all fields selected and click OK. :contentReference[oaicite:30]{index=30}
When the Print dialog appears, use Preview and click OK.
Export the resulting report to Excel (.xlsx).
Email to dataextracts@ksmta.com with subject:
[Your SCAC] Charge Codes. :contentReference[oaicite:31]{index=31}

8. Next Steps & Support

Once all test files, historical datasets, and charge code listings have been submitted and reviewed, KSMTA will:

Validate alignment to the FreightMath Data Schema (Orders, Segments, GL).
Confirm that weekly scheduled extracts are running successfully.
Begin building and calibrating your FreightMath costing and performance analytics.

For any issues with McLeod configuration, extract failures, or questions on the data schema, contact your FreightMath implementation team or email dataextracts@ksmta.com.