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summaryIntroduction
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The tab XXX Additional tab - also called the company tab, as it usually contains the name of your company - is located in every the order module as a fixed sub-tab of the order tab.On this tab, you can install additional fields and define them as required fields, if desired.

image-20241028-094837.pngImage Added

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Contents

Table of Contents

Basic data

Related pages

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This tab is always displayed as the last sub tab. It must be given an unequivocal name per client by the admin.
The name can be entered in the Description field in the basic data COMPANY → GENERAL COMPANY PARAMETER → COMPANY MAIN DATA.

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  • The first 10 characters of this field are displayed on the customer-specific tab.

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Display in the order

With tab name

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Without tab name

The tab name is displayed empty if no name has been assignedIn the TMS order, an additional sub-tab in the order tab bar is given the name you have selected.

  • This tab is initially empty.

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On this tab you can configure additional order fields and even define them as required fields.

  • The customer-specific additional fields can for example be used in forms and Bs/L.

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Set up fields for the company tab

ORDER → ADDITIONAL FIELDS

The names for the additional fields on this can can tab must be defined in basic the master data ORDERS under ORDER ADDITIONAL FIELDS.

You can also record a description A name for the additional field can be stored here for the respective corresponding order sector, main department and sub-department.Activate the checkbox to define this field as a required field.

Required fields

If an admin has defined a field as a required field in the basic data, it is displayed in the usual color for required fields (green by default)These fields can be

  • required fields or

  • search fields and

  • linked via customer codes and provided with plausibilities.

Use customer codes with links and plausibility checks

CargoSoft has developed a standardized solution for the use of specific basic data in the order processing: Customer codes.

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On this company-specific additional tabthe configured fields become available after the next login or change of client.

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Access the search mask via double click into the field.

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Press F3 or click on the Search button to start the search.

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Select and accept an entry from the search result-

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It is furthermore possible to activate the plausibility check for additional fields.
Upon Example:
A field has been generated for the sub-department OT that is declared as a required field.
Therefore, only the order header data tab and the company tab are active.
After filling in the required field and pressing the TAB key, all other tabs are activated.

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Plausi checkbox is activated

The plausi function has also been activated in one field.
During data entry, CargoSoft checks whether these data exist the data that is entered actually exists in the basic master data.

→ Otherwise the system issues a message .

Search mask header

The search mask can be customized as well.

The header shows Search for … by default. 
The ellipsis can be replaced by a specific term, which can be configured in the customer codes.
To do so, create a dataset with the following information:

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Field name

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Code

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The type that this description is to refer to

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Type

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Fixed value 'ZZZZZZZZ' (8x letter Z)

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Description

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Description / field name

Configure the header for the search mask:

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The search mask will display the recorded heading after the order processing is reopened.

Additional fields in the form generator

Additional fields can also be used in form and B/L templates.

They constitute an entry in the field list on the Layout tab.

For more information, see form generator and BASIC DATA → ORDERS → ADDITIONAL FIELDS.is displayed: The type with the identifier XXX does not exist.

It is possible to allow an additional field to access other master data tables.

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