Contents
Basic data
Related pages
Basic data setup
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.
The first 10 characters of this field are displayed on the customer-specific tab.
Display in the order
In the TMS order, an additional sub-tab in the order tab bar is given the name you have selected.
This tab is initially empty.
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.
Set up fields for the company tab
ORDER → ADDITIONAL FIELDS
The names for the additional fields on this tab must be defined in the master data under ORDER → ADDITIONAL FIELDS.
A name for the additional field can be stored here for the corresponding order sector, main department and sub-department.
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.
Data, texts, descriptions, values, etc. can be recorded, separated by different groups, via a basic data program and these data can be linked with additional fields. These fields can be equipped with individual properties, e.g. search masks, required entries or basic data access.
The additional tab provides access to these basic data from the order processing.
Usage in the order entry
Main tab Order → sub tab (customer-specific tab name)→ here: CargoSoft
On this company-specific additional tab the configured fields become available after the next login or change of client.
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.
Plausi checkbox is activated
The plausi function has also been activated in one field.
During data entry, CargoSoft checks whether the data that is entered actually exists in the master data.
→ Otherwise a message 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.
