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Customer orders can be recorded or completed in the order entry if these have been previously recorded in the fast entry. |
| This is also the case for tours. |
| The entry of a shipment is similar to the entry of a new file. |
| Choose File → New and select the Shipment checkbox. |
| You then get to the screen for creating a new file. |
| All data that are pre-assigned arise from the default settings under EXTRAS → OPTIONS or from the basic data ADMIN → EMPLOYEES. |
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Please note that the elements shown in the screenshot do not have to correspond to your view. The displayed elements can be different for each employee and are stored in the corresponding basic data. |
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As soon as you record a shipment, a total route is immediately generated for this shipment. This leg (section) is then immediately available in the disposition. |
Fields description Shipment
| Field | Meaning | |||||
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Checkbox Shipment | This is the order type in the Road module. A Shipment gaines the order type SHPT. The order type is pre-assigned from the basic data Employees in ADMIN or from the menu Environment → Options in the Extras menu.
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| File no. definition in ADMIN | Displays the definition of the file number. There is a choice of several definitions in certain cases. Open the drop-down list to see the file structures available for selection. Depending on the definition in your company, the following fields become mandatory so that the serial number can be generated automatically. | |||||
| File number | This becomes visible as soon as all mandatory fields are filled and there is a number range for the selected main and sub-department. | |||||
| /wiki/spaces/ONLINEDOKENENGLO/pages/30650082 | Select the Order sector (Export, Import or Transport) by clicking on the dropdown arrow. The order sector is pre-assigned from the basic data of the user logged in. | |||||
| Date | = order date To use a different date, overwrite it or double-click in the field to select a date from the calendar. | |||||
| /wiki/spaces/ONLINEDOKENENGLO/pages/30686358 | The main department is pre-assigned according to your settings in the employee options. You can select the main department from the dropdown menu. | |||||
| /wiki/spaces/ONLINEDOKENENGLO/pages/30686392 | The sub department is pre-assigned according to your settings in the employee options. You can select the sub department from the dropdown menu. | |||||
| Dangerous goods | If your shipment is or contains dangerous cargo, pls set the checkmark in the Dangerous goods box. | |||||
| Customer | Entering the customer is optional. The address specified here is immediately adopted in the order and the Customer checkmark is set. | |||||
| Create a new file | Please set the checkmark to create a new file. The checkmark is set by default for the file creation. | |||||
| Copy a file | By selecting this application item, you have the option to copy a file. If you copy a shipment, a new total route is also created for this shipment. |
| OK | Click on OK to confirm the file creation. In the event that this button remains light gray and cannot be edited, the program lacks important basic data entries such as authorizations or mandatory fields. In this case, contact your system administrator. |
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| Cancel | No new file number is created. |
Transport tab in the Shipment
On this tab you can map the entire transport route from door to door.
Both the planned and the actual data can be entered.
Some data that has already been recorded in the header data is pre-assigned here.
If the address changes after entering the pick-up date, time and final destination, the data is appended to the changed address and is retained.
A new entry is not necessary.
CMR in the Shipment
On the Waybills tab you can create and print waybills, such as CMRs.
To pre-assign the data on the CMR waybill, you can create basic data in Waybills in ADMIN - set up mapping.
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