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Select the menu File → New. The CargoSoft new file creation window opens. Please note that the elements shown in the screenshot do not necessarily correspond to your view. The preallocations differ per employee and are recorded in the corresponding basic data. | ||||
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Contents
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Basic data
Links to further information
Create a new file in General TMS Functions
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The CargoSoft file entry mask opens.
Upon file entry you need to select a BL types since it determines certain functions within the order.
→ The preallocation of the BL type can be defined per mode in the Options tab in EMPLOYEES.
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Field | Description | |||||||||
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Displays the file number definition. In certain cases you can select from multiple definitions. Open the dropdown list of all file number structures that are available for selections. Depending on the file no. definition in your company, the following fields may be required fields as they are part of the automatic generation of the sequence number. | ||||||||||
File number | The file number appears as soon as all required fields have been filled and if there is a number range for the selected main and sub department. | |||||||||
Make a selection from the dropdown list. The order sector is pre-assigned according to the basic data settings of the current user. | ||||||||||
The B/L type is pre-assigned according to the basic data settings.
Pls see explanation of the bl types for more information about the effects of this selection:
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The branch is pre-assigned according to the setting in the basic data. The branch in the file entry mask may be changed by a user with the required authorization, regardless of the BL-/AWB type. | ||||||||||
The order date is pre-assigned with today's date, provided that this setting was made in your basic data. Otherwise this field is not filled. Depending on your company settings, the file number is derived from the order date or the departure/arrival date. | ||||||||||
The main department is pre-assigned according to your settings in the Options tabin EMPLOYEES. | ||||||||||
The sub department is pre-assigned according to your settings in the Options tabin EMPLOYEES. | ||||||||||
Dangerous goods | Please activate the checkbox Dangerous goods if your shipment contains dangerous goods. Dangerous goods data can be entered on the Order tab → Description of goods → DGR button in the goods description Seafreight. | |||||||||
Customer | The entry of the customer is optionally. If an individual mask has been created for the customer, it will open upon order entry if this field is filled. | |||||||||
Create a new file | This checkbox is activated by default upon creation of a file. | |||||||||
Copy a file | With this checkbod you can copy a file. For more information, see Copy a Seafreight file. | |||||||||
ets/eta | Depending on the File no. definition in ADMIN this field may be a required field: eta for import files and ets for export files. |
OK | The OK button is released after you have made all required entries. If this button remains gray and thus non-editable, important basic data entries such as authorizations or required fields may be missing. |
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Cancel | Close the mask without entering a new file number. |
Section Credit limit check | If the credit limit check is active, the file entry mask will also contain fields for the entry of an estimated invoice amount and bill-to-party. The OK button is not released until all data have been entered correctly. |
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Address description |  |