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The Specials tab is divided into different subject areas.
You can recognize this by the terms in bold.
The field description shown below is divided into these sections.

Contents

Topic in the order
Topic in CRM - confidential addresses 
CRM administration, user manual, confidential addresses



Addresses section

Field

Function

Basic data/order/link

Address format /

Address format for altern. address layout

Address formats are defined in basic data ADDRESSES → ADRESS FORMAT.
The preferred address format can be entered on this field.

With activated checkboxes Order/Airfreight/BL and Reports, the altern. address layout is used according to the following priority :

  1. If an address format is recorded in the address, this format is used for the alternative address layout.
  2. If no address format has been recorded in the address, the address format for the alternative layout from the company parameters is used instead.
  3. If neither the address nor the company parameters contain an address format, the alternative address layout is pre-assigned through a hard-coded logic.

→ Address format in ADDRESSES

→ Altern. address layout sub tab in Address

'Block account' in new addresses (D, K, G)

New addresses are blocked.→ Credit limit / Dunning process sub tab in the Accounting tab in ADDRESSES
Disable 'financial account' in new addresses

New addresses do not have a checkmark in the field Financial account on the Accounting or Clients tab → Credit limit / Dunning process sub tab.  

→ These addresses cannot be invoiced.

→ Credit limit / Dunning process sub tab in the Accounting tab in ADDRESSES
P.O. box textPreallocation of the text
Priority P.O. box/street

If both the P.O. box and the Street is filled in an address, this field determines which of the entries takes priority.

→ Requirement: The field address format is not filled. 


Phone no. formatted in address

Basis for the duplicate check.

The address must be entered in the format +49 (421) 9850011.

→ Duplicate address check via webservice
Show address memo when opening
Provided that a memo has been entered for the address, this memo is displayed when you open the file.→ Memo function/address memo at addresses
Use confidential addresses

Activation of the function Sensitive addresses in the master data ADDRESSES→ Header data.

Sensitive addresses are used in the CRM.

Authorization objects:
SENSIBEL_ADR_ENTF Allows the removal of the checkbox Confidential address.
SENSIBEL_ADR_ADMIN   The administrator is always able to see all contact partners and documents, regardless of their own authorizations.

→ Header data fields in ADDRESSES

→ CRM administration, user manual, confidential addresses

Addresses: Person-in-charge function

Activate this checkbox to activate the person-in-charge function in addresses. 

The person-in-charge function assigns a person in charge to an address.
Only this user is authorized to make changes to this address.
All other users are only able to view the address.

→ Header data fields in ADDRESSES

Addresses: GSV, GSV Notes

Individual programming – not available in the standard.
Deactivate P-addresses in order entry

If this checkbox is activated, P-addresses cannot be used in the Auftragserfassung.

The program issues a corresponding warning.

Other programs, e.g. the quotation, are not affected.

→ Enter addresses in address field

Address creation (D, G, K, P) and (A)

Allows the entry of the respective account types for new addresses.

→ Account types (field address type) in CargoSoft

Duplicate check

Activates the duplicate check.

Country, location and the phone number must be filled when entering new addresses.

CargoSoft uses these criteria to check for similar addresses.

→ Duplicate address check via webservice
min. match
Minimum value (in percent) starting with which the duplicate check function will report a duplicate. (Example: 70,00 for 70%)

Road section

FieldDescriptionBasic data/order
Address formatThe standard address format that will be used in the address entry.
→ Address format in ADDRESSES
→ Enter new address

Quotations section

FieldDescriptionIn the order
Use ECM

Quotations or ECM button in TMS Environment

  • If this checkbox is activated, the ECM button replaces the quotation in the Environment menu and provides access to CargoSoft ECM.




    Click the ECM button in the Environment menu to open the ECM website in CargoSoft.
    You are linked directly to your starting page in ECM.

  • If the checkbox ECM is NOT activated, the Quotation button will be available in the TMS Environment menu first of all.
    This refers to the program Quotations in TMS.

→ Quotations in TMS

→ CargoSoft ECM

Account types section

FieldFunction in the order
General

Use the dropdown menu to select an account/address type for preallocation in the invoicing - for payables and receivables.

This pre-assigns the account type of the voucher recipient in the receivable entry and the account type of the invoice issuer in incoming invoices.

The account type is always the first field in an address, consisting of address type and number.

→ Presettings in incoming invoices
→ Account types in ADDRESSES

Exit
Incoming

Others section

FieldFunction in the order
Use templates for quotation details
Activate to enable the proof print of data from all tabs in the report in the address → quotations. 
Reports with PDF Attribute A

Attribute A is now set automatically when you create pdf.files via PDFCreator, e.g. in the archive (according to archive basic data) and in the eFile.

With this function, the settings in the PDF Creator are automatically changed to PDF/A-2b. 

Information on updating or installing the PDFCreator:

  1. Download and install the PDFCreator.
  2. Open PDFCreator and add a new profile CargoSoft7 via PROFILES → Add.
  3. Make the following settings in Save:
  • Automatic
  • File name: <Title>
  • Folder: <Environment:TEMP>
  • Deselect Do not overwrite existing files
  • Deselect Open file after saving

4. Add a printer PDFCreator-Cargosoft7 in PRINTER.
5. Connect the printer to profile Cargosoft7.

→ You need printer PDF24 in order to use this function.


Save CS emails in eFile

If this checkbox is activated, emails (generated by the 4gl background process) with form category CS-MAILS are filed in the corresponding positions in their eFile.

Likewise status mails generated via the standard EDI interfaces.

  • The file name for the eFile is composed of the subject of the e-mail+timestamp.
  • If there is no subject, the file name is provider+timestamp.

→ eFile tab in the order

→ Form categories in ADMIN

Form category for CS emails

Here you can set the category with which an e-mail sent from the TMS is filed in the eFile. 

  • If no value is stored, the system uses the value in master data eFILE → Field Autom. category.
  • If both fields are empty, the category remains empty in the eFile and must be entered manually if required.

By script, the field Form category for CS emails is preset with the value MAIL and the category MAIL in Form Categories is created in ADMIN.   

→ Form categories in ADMIN

eFile and Archive at CR-printpreview


Crystal Report forms can be stored in the eFile or the archive via the print preview.

The system will issue the following query when you close the print preview: 'Should an output be made to the e-file and archive?'

The dropdown field for the activation in the basic data contains the following options for selection:

  • No: File is never archived.
  • Ask when closing: The program will issue a query when you close the print preview.
  • Create eFile automatically: File is always archived.  

This setting will apply to all Crystal Report documents.

→ Print

Internal dangerous goods process section 

FieldDescriptionRelated page
Active

Activate this checkbox to carry out the internal dangerous goods check in your company.

→ Dangerous goods release setup.
Referee email to

Enter the email address of your dangerous goods representative here - the person who will check dangerous cargo before it will be released.

→ Dangerous goods representative in your enterprise.

Check service provider addresses

FieldDescriptionBasic data/ order
ActiveActivate the function Check service provider addresses.→ Check service provider addresses
ClassificationsEntry of classifications.→ Classifications in ADDRESSES
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