Contents

Basic data

• Customer codes in ADMIN

Record Additional fields

Record Customer codes

ADMIN → CUSTOMER CODES

Authorization object: STAKUNDEN_CODES

The programme starts with a search mask.

There are 3 entry fields:

Example 1:

The means of transport must be specified for the transport area. The following means of transport should be available:

This then looks as follows in the recording:

Example 2:

Various types of insurance services are offered.

Diese Daten wären wie folgt zu erfassen:

This master data is then available for further use in CargoSoft.

Use additional company tab in the order processing

On the company-specific additional tab, the configured fields can be used from the next new logon or with a client change.

The search mask can be called up by double-clicking in the field.

Search mask for the customer codes master data

Press F3 or click on the search button to start the search and display the result.

Search result of the master data customer codes

An entry from the search result can then be selected and transferred.

Transferring a master data entry to the file entry field

The plausibility function has also been activated in the Means of transport field. When entering data, CargoSoft checks whether the data entered actually exists in the master data. If not, a message is displayed.

Plausibility function in case of invalid entry

Naming the search mask

The search screen can be further customised.

Search mask without individual master data entry

The text Search for ... is displayed in the header by default.

Instead of the three dots, a special term can also be displayed there. This can also be realised via the customer codes. A data record must be created here with the following details:

Create heading for the search mask

After reopening the order processing, the search mask is now displayed with the stored labelling.

Search mask with individual basic data entry