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The programs
Aura panel
summaryIntroduction
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The controlling menu contains evaluation tools for monetary transactions that are commonly used in forwarding companies.


All evaluations start with a page on selection criteria - structured like the CargoSoft search - in which the desired analysis data is narrowed down.

The programmes in the controlling menu are mainly used for the search over searching across several to all files , they and are therefore used for the SUPERIOR position processing.You work in these programs in the Environment menu → Controlling using a search mask and limit the criteria for an evaluation superordinate file processing.

Note

The lists/evaluations shown in this area are the CargoSoft standard samples that are available to every customer.

You can create or have individual reports created for your evaluations.

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Access evaluations

In these programmes, you work via a search mask in the environment menu and use it to define the criteria for a result list.

After having entered the search criteria, please leave the fields with the TAB key and then start the search with the function key F3.

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Then another tab opens with the search result displayed.

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Create header via repot title

In order to give the evaluations a heading, you have the option to fill in the Report title field in the lower area in the Search criteria tab.

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The evaluations in these lists

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in

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Controlling are automatically displayed in the

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You can create or have individual reports created for your evaluations.

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form of a report and can be printed or saved.

CargoSoft standard reports

There is an existing selection of certain reports that are delivered from CargoSoft:

  • P+L

  • P+L with accounting period

  • Sum sheet with accounting period

Fields for the invoice receiver were added to the search mask for these reports.

The fields could not have been added to the following search masks, due to other database table:

  • Shadow P+L

  • Sum sheet

  • Sum sheet with planned balance

  • Sum sheet with employee

Own reports

You also have the option to create and integrate your own reports with your own layout. Please contact CargoSoft for more information.