Contents
Topic in the order
This basic data program is divided into three sections:
1 Upper section: Search fields
2 Middle section: Entry/modification
3 Lower section: Selection/assignment
With this basic data program you individually manage required fields.
You can define required fields per...
Client
Branch
Mode
Sector
Main department
Sup department
Customer
B/L type
AWB type
per tour and shipment in the Road sector
Additional mask fields (addon fields) can also be inserted. Visually, they are marked with an @.
CargoSoft provides fixed required fields by default. These are always displayed in addition to your own required fields.
Search fields
The upper section contains the search fields. The standard search (see above) is displayed when opening the tab.
Open the advanced search via the burger icon (database icon). Additional search fields are displayed.
If checkboxes are activated, the entry is considered in the search result.
Use the dropdown FIX to search for fixed/non-fixed required fields. The default value is NO.
Entry and modification of datasets
The middle section displays the search result. Here you enter or edit datasets and determine when these required fields are to take effect.
As usual, you use the local menu to add/insert/delete or copy lines.
You can arrange the order of the columns according to your needs and save the layout settings.
The current client is irrelevant for the entry of required fields.
You can define required fields for:
every client,
every branch,
every main department and every sub department.
Exception: Entry of required fields for a specific customer.
If you are working with separated address basic data, you must be logged in with respective client in order to access the correct address basic data.
To add new datasets, select Add or insert line and Copy line and enter the relevant details.
Field description
Field | Description |
|---|---|
Active | Use the checkbox to activate or deactivate the required fields. When a new record is created, the checkbox is activated by default. |
Prio | The column Prio displays the priority of the datasets. Use the arrows to change the priorities of the lines. |
Client | Entry of the client. The client can be entered manually. |
Branches | Entry of the branch(es). You have the option to enter one dataset for several branches. The field can only be filled through search mask (double click). |
SEA/AIR/ROAD/RAIL/KEP | Activate the checkboxes of the respective mode/sector. |
Main departments | Entry of the main department(s). You have the option to enter one dataset for several main departments. The field can only be filled through search mask (double click). |
Sub departments | Entry of the sub department(s). You have the option to enter one dataset for several subd departments. The field can only be filled through search mask (double click). |
Customer | Entry of the customer. The field can only be filled through search mask (double click). |
Sorting is only possible with all lines, i.e. without having entered search criteria.
The following query appears if you try to sort with only parts of the dataset:
The sorting is only possible if all data is shown. Would you like to load all data?
Select and assign required fields
In the lower section you assign the required fields to the selected line in the middle section.
Here you decide which required fields are to be loaded.
The selected line is highlighted in color.
To make an entry, open the seach mask in the field Required Fields via double click.
The mask Enter required fields opens:
Double click into the line that is highlighted in color. The search result opens in the mask Select field, providing fields of the tables eakopf_t and eaairkopf_t.
In the field Field name you can search for field names.
The matching field names or database fields are displayed in the search result.
Additional fields (add on fields) can be added as well. They are indicated by a @.
Select the field that you would like to turn into a required field by using the checkbox.
Multiple selection is possible.
Confirm with OK to accept the required fields.
With the checkboxes SEA CON, DIR, HBL, XXX, AIR CON, IATA, HAWB, SMAWB, MHAWB, RES, TOUR, SHPT you can select the required fields per BL/AWB type or the ROAD sector.
After you have entered all data, click Save.
The changes made in the basic data take effect after you restart the corresponding module in the CargoSoft starter.
Find correct field name
If you are unsure which field is the correct one, e.g. for delivery terms, click into the corresponding field in the order and press CTRL+Shift+7 to see the table/field name.
Example search field name terms of delivery in required fields:
Example display database field in the order (CTRL+Shift+7):
