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Service orders are sent manually in the order in the Services tab → Overview tab via the context menu.
You can send service orders with all links.
Contents

Basic data settings
Send Service order


Send service orders via e-mail, print or mailprint

→ Set up the following functions is explained in Send service order via email, print, mailprint set up.

Send and print/mail in additional service order

Service orders can be sent via e-mail, print, mailprint.

  • Sending a service order usually triggers an EDI transmission.
  • You can additionally generate an e-mail with the forms attached, a print of the documents or both in combination when sending a service order. 
  • This requires a specific qualifier per address and the print- and mailing settings for the report in BASIC DATA → COMPANY → SERVICES.

Send and print/mail in one service order

It is possible to perform both steps - sending the order and printing/mailing the transport documents - in one sending process.

If the transport documents are to be printed and/or mailed when sending the service order, is set in the basic data.


Send service orders via CargoSteps

Service orders can be sent via CargoSteps.

  • Via the TMS Services tab you transmit the shipment data to the web application CargoSteps and thus make the data available to your haulage contractor.

Set up this function is explained in CargoSteps setup.


Messages button on the Overview tab in Services

A message indicates if data are missing for the sending. 
→ The mask opens automatically. 
→ This mask also indicates which data are required for the sending to continue.

The results are displayed in the Messages → click the button Messages.

Close by clicking on the Messages button again.


Procedure ↔ Filling rules

If a service order is sent, it is checked whether there is a status type with filling rule 25 (= sending service orders).

  • If this was found, the service type is compared.
  • If this is also found, the status type is entered on the status tab.

Before printing/sending, it is checked whether a status with filling rule 31 (= order calculated) is available in the file, if the checkbox Create waybill/Close Tour only when file is calculated is activated in the basic data COMPANY → GENERAL COMPANY PARAMETER → Order data 2 tab.

Otherwise a corresponding message appears.


Display status in columns Check and Provider

If the request has been successfully sent to the EDI partner, a green check mark is set in the overview in the Check status field.

In the event of an error, a red cross is set.


If the request has been processed by the provider, a status is set in the Provider field.


If the carrier sends response, the status is displayed in the Service provider field.

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