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Aura panel | ||||
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The default values concern the fields that are displayed individually as default values in the file creation mask in each module. It makes sense to predefine the fields that are used to form the file number, because each user mainly processes a certain order area. Each field can be filled with the values assigned to the user in the master data via a drop-down list. |
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Contents
Table of Contents |
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Basic data
Related pages
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Field description
Field | Function | |
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Order sector | Available for selection are: Export - Import - Transport - B=Pickup - Warehouse - N=Arrival - U=Outgoing - Delivery | |
Main department | Thematically to this there is the master data program Department mapping, which controls the selection for the combinations. | This field controls the preallocation of the main department in the file entry for the respective employee. |
Sub department | Selection of sub departments assigned to the user. | |
Create accrual from quotation | Here you can choose between AUTO Automatically create accruals from quotation When a TMS offer is used in the order, accruals can now be created automatically for the buying amounts recorded. |
Section B/L type (= order type)
This is where the ORDER TYPE is addressed - referred to as B/L type in some places in CargoSoft.
The entered values fill the corresponding fields when a new order is created. They can be changed in the order.
The B/L type concerns | File creation mask | |
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| In the CEP module, the order type CEP is already preset, there is no further selection in the drop-down list. |
Seafreight mode only: Consol search mask (with B2B function only)
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Here you define which B/L type is found or automatically listed if you want to automatically consolidate a consolidation container on the Consolidation tab in the Seafreight order.
I.e. the program will independently show you HBLs/individual orders or sub-files matching your main file → Consolidation: Assign files to the consol container.
Select the type of B/L that will be listed for you. The selection in the Export field corresponds to the selection in the Import field.
Code | Suche |
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H | Enter HBL in the B/L type field → the automatic search will only look for house B/Ls. |
N | There is no automatic search for files. You will get to the Open files window without presetting the B/L type field. |
X | Both B/L types are searched → House B/Ls and positions without B/L type. For B/L type XXX see also here. |