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The DISPO ECM tab is located in the Services tabin the order. The Dispo ECM tab is used for the rate search and rate transfer via webservice from the CargoSoft GLA product ECM (Enterprise Condition Management) to TMS. The rates selected on this tab can then be used to create one or more service orders. The determined rates are saved on the Calculation taband from there can be accepted into the account sheet. |
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Related pages
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Side note: Preallocations through linking in the basic data
The preallocation for the search mask in the service order must be linked with basic data COMPANY→ SERVICES.
Example: Linking ECM parameter in the Services tab
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Rate search and transfer on the Dispo ECM tab
The Dispo ECM tab is used to search for rates and transfer them from the CargoSoft GLA product ECM (Enterprise Condition Management) to TMS via webservice. The rates selected on this tab can then be used to create one or more service orders.
The determined rates are saved on the Calculation taband from there can be accepted into the account sheet.
Dispo ECM search mask
For explanations and information of how to add search fields and edit and save own search masks, please see Calculate order/buying function in Calculation tab.
Preallocations are made in basic data ADMIN → PREALLOCATIONS.
Dispo ECM search result and transfer into a service order
The search result is displayed in sum per carrier. Click on the + button in front of the rate to open the rate details.
The least expensive rate is displayed at the top of the result. Billing codes are sorted alphabetically per surcharge and sideletter; billing codes per shipment are listed below.
Assign the rate to a shipment by
pulling the container from the sidebar of the Service tab into a rate via drag and drop or
first activating a rate in the overview line. All surcharges are automatically calculated. Remove the checkmark from the surcharges you would like to exclude from the calculation.
Accept the prices into the calculation with the context menu item Create service orders.
1 and the green flag, which indicates the order in which the goods are located, appear in the Assign. column in the sidebar of the Services tab.
The total buying rate of the transport is displayed in the overview and in the header data of the service order. The order addresses and goods descriptions are pre-assigned accordingly. The selected service provider is displayed as well. If service provider tariff in ECM contains an original contract number, it is transferred to TMS via webservice and entered in the field Proposal number.
The selected rates are transferred to the Calculation tab in the order.
Recalculate the rates for a service order
If a service order is changed, e.g. because the shipment data in the goods description have changed, you can recalculate the price on the Header data tabwith the context menu item Calculate ECM.
The recalculation of the rates only modifies the buying rates within the service order and on the Calculation tab.
Service → Header data → context menu: Calculate ECM
The search mask is pre-assigned with data from the service order, not file data, based on settings made in the basic data.
This search mask can also be modified with the context menu.
Transfer the recalculated rates into the sevice order by activating the checkbox in the overview line and confirming with OK. Surcharges, etc. are automatically accepted as well.
The buying rate for this service order is updated accordingly. The purchase rates on the Calculation tabare updated accordingly.
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The data of the service order are not updated with the data from the new search (service provider, weights, origin, destination, etc.)! |
If the original buying rates had already been accepted into the account sheet as an accrual, the system does not automatically perform a correction! The new rates are additionally entered on the Calculation tab. The accruals that have been accepted into the account sheet must be canceled manually in the account sheet!