E_ECM Release Informationen Version 2024.2

Contents

1. Contracts

Contracts general

Capture with container group not possible without ISO code

For the container groups that can be selected in contracts, the system currently always expected an ISO code.

In the new release, all “containers” to which other containers or container groups are assigned are now regarded as container groups.

A special feature is the download/upload. The download has been adapted so that if no code is stored, the download is aborted and the following message appears:

Open

When uploading, a defined equipment code must be used for the respective columns. This means either an ISO code (containers), or a UN code (pallets/cartons) or a company code of the owner or holder. However, the upload does not work simply on the basis of the name of a package type.

[ENT-8878]

Contract display > Default Template > Standard Amount setting

There is a new feature in the display of the Amount column in the contract rates. For a better overview, the Amount column has been fixed and all previous columns are scrollable.

[ENT-8714]

Message is more clear when copying buying contracts with regions and changing of owners

It is not possible to copy a buying contract with change of owner if it contains regions.

When copying, the message appears: Copy of contract not allowed when it contains regions !

If the user wants to create a buying contract with the same regions for another owner, this must be done using the upload function.

[ENT-7857]

2. Quotations

General

Report creation > Sideletter Site is also displayed

When the quote is entered, the side letters are always added directly with the site on which they are generated. However, this was not previously displayed in the reports.

Now the site (in short form O= Origin and D= Destination) is also printed in the quotation reports. The specified site is shown directly after the billing category used.

This change affects the generic offer and the ad hoc.

The new standard report layouts are called as follows:

Standard-General-Vorlage-2024-08-16

Standard-Adhoc-Vorlage-2024-08-16

The old report layouts can still be used, but they do not have the site addition in the side letters.

Examples of the new presentation in the report:

Open

[ENT-6860]

Adhoc Offerte

When issuing via Search Rates, the Search Templates cannot be ammended anymore

In the ad hoc offer, search schemes can no longer be changed or switched when created via search rates, and no amount grids are displayed for already selected templates with grid amounts. The customize function from the rate search via search rates is also not available in the ad hoc offer.

[ENT - 8740]

Search Rates > Warning in the search area

When creating an ad hoc quote, the content of the required search parameters is first defined in the first template.

If the Buying Rates window is opened via Search Rates, the previously entered data is transferred here.

If the user changes the data in this window, it is not transferred to the Create page with the entered data. To avoid subsequent misunderstandings and errors, a new warning message is displayed indicating that changes will not be included in the quote and may lead to errors.

[ENT-4868]

Creating a quotation with a manually specified chargeable weight

It may happen that a carrier specifies a chargeable weight for the transport. This specified chargeable weight only applies to a section of the entire transport, e.g. there is 1 package with 110kg and the dimensions 12080160cm (calculated chargeable weight 256kg), but the airline specifies that it will charge a chargeable weight of 500kg. This specified chargeable weight only applies to the air route, but not to the road route. This can now be displayed in the ad hoc offer.

In addition to the Chargeable Weight, there are now the new fields Chargeable Weight AIR/Road/KEP in the Load area when entering the ad hoc offer. These fields can be added in edit mode and can also be saved in the template.

The entry in the fields overrides the calculated chargeable weight and therefore always has priority.

If an ad hoc offer is now created with the chargeable weight AIR 500kg, this is not used as the basis for the road transport. The chargeable weight is calculated according to the standard logic in the contract/at the owner's company/in the system.

In the following example, 1:6 is also used as the basis in the road area:

The correct chargeable weight is therefore calculated for the road section in the rate search

The weight specified in the Chargeable Weight Air field is used for the air transport.

The different chargeable weights are printed in the standard report

[ENT-6582]

Shown result columns in the ratesearch can now be configurate

Previously, it was not possible to configure the result columns in the rate search result when creating an ad hoc quote.

When creating the ad hoc quote, a created search template can now be used in the Search Template field.

The search parameters are not taken into account from the search template, only the configurations regarding the display of the results columns.

The search templates can be created as usual on the Rate Search page using the Customize function.

Only templates that have been created Global are displayed in the Search Template field in the ad hoc offer. User-specific templates are not available.

The Search Template field can be saved in the template for the ad hoc quote like all other fields via Customize.

If no entry is made in this field, the default search template will continue to be called up if you go to the rate search when creating the ad hoc quote.

When copying a quote, the existing search template from the copied quote is used, if entered.

[ENT - 7444]

Show Report > Report Base rates incl. site letter Reference to the Incoterm

Currently, the included surcharges that are attached to a BASIS rate are displayed 1:1 as remarks in the ad hoc offer report.

Depending on the Incoterm, however, these may also be side letters that would not be incurred at all.

It is important to enter the purchase contract. The following scenarios are possible:

1. The purchase contract contains a base rate including the site letter THC, as well as a rate line with the side letter THC. If an ad hoc offer is created without restriction to an Incoterm, a rate line with the Remark incl. Terminal Handling Charge appears in the report.

2. The purchase contract contains a base rate including the site letter THC, as well as a rate line with the side letter THC. If an ad hoc offer is now created with the addition From Incoterm FOB, a rate line appears in the report with the base rate in which the THC costs have been deducted due to the purchase contract.

3. The purchase contract contains a base rate incl. the site letter THC. If an ad hoc offer is now created with the addition From Incoterm FOB, a rate line appears in the report with the base rate incl. Terminal Handling Charge only if applicable.

[ENT-4868]

ReportLayout is no longer dependent on the customer

If a new Adhoc Quote or General Wuote was created with an existing template and then the customer was changed, the Report Layout field was also cleared at the same time. This is no longer the case in the new release. The reference to the company has now been completely removed when entering the ReportLayouts. This means that a report layout is no longer stored with a link to a customer.

When creating an Adhoc or General Quote, a template can be selected and the customer can also be changed without the Report Layout field becoming empty.

If there is only one ReportLayout for the ReportLayoutType ( Quotation / General Quotation ), the field is filled automatically.

[ENT-6699]

Generelle Offerte

Report Layout > New flag “Show amount note”

Currently, when creating a general quote in foreign currency, the note 'Amount in USD' is included in the recorded rate line.

A new flag “Show Currency Remark” has now been added to the report options. This is not checked by default and must be set manually. There is an option to check the flag when it is created. This is then also transferred to the report option when the quote is created. Alternatively, the check mark can also be set in the Options report during creation.

As soon as the checkmark is set, the remark 'Amount in USD' appears next to the Amount.

[ENT-8667]

Report customization > Door-To-Door rates can now show locations

The following fields were still missing for the export data for the individual rate lines: Locations “MainOrigin” / “MainDestination” or POL / POD in order to be able to display all locations for door-to-door rates.

The following fields have been adjusted when exporting to the report:

mainOriginId

mainOriginName

mainOriginCode

mainOriginType

mainDestinationId

mainDestinationName

mainDestinationCode

mainDestinationType

If customers wish to customize the reports, they must order this for a fee.

[ENT-8346]

Quotation Add Ons

Frames > Servicetyp Groups

Selling service type groups can be used in the frame.

The buying services are used in the buying contracts. The selling service (group) is then used when creating quotation lines.

If the group contains several buying services of the same carrier, a duplicate message may be created when the offer is created, as the same selling service is then used from several buying services.

[ENT - 8762]

Ratesearch

General

Default Search Template > Standard Amount Setting

In this release, there is a new feature in the view in the Results area.

The Amount column is now fixed so that the Total Amount can be recognized immediately and all columns before it are scrollable.

[ENT-8713]

Contract combinations in pre- and on-carriage with the same carrier

Until now, buying contracts from different carriers were combined with each other, even if they were recorded with the condition Pre- Postcarriage with Carrier Haulage.

It is important not to record the pre- or post-carriage condition in the main run, but always in the pre- or post-carriage contracts. This entry specification also applies to surcharges and side letters.

If a search is now carried out without restricting the leg parameter to pre or post carriage, only the contracts of the same carriers that were entered with the condition carrier haulage are combined.

[ENT-7046]

Contracts with Named Accounts are only combined with same Companies or related Companies

Previously, contracts issued with Named Account were combined in the rate search even though the companies had no relationship to each other. For example, a purchase contract created on Named Account Company A was incorrectly combined with a main run contract created on Company B. This no longer happens.

This no longer happens.

However, if the companies are linked to each other in corporations or have a branch/head office relationship, they will still be combined. It should be noted that contracts with named accounts of individual shareholders are not combined and that contracts of individual branches are not combined with each other. This applies to both purchase and sales contracts.

[ENT - 6889]

Masterdats

Service Types

Masterdata >Service Types > Copy of Service Types

It is now possible to copy service types. The Copy function can be found in the 3-dot menu.

For groups, the owner can be changed when the data record is copied, but services that do not match the new owner are then removed.

This means that if a group is copied with a change of owner, all associated services are removed.

[ENT - 8854]

Administration

Access Rights

Users > Cargosupport User cannot been seen anymore

The user Cargosupport is only visible as a user when searching for as Cargosupport itself.

[ENT - 8900]

System > Interface > Ratesheetimporter

RateSheetImporter > Selection Based Conditions > Only the key is accepted

Previously, the Selection Based Conditions in the RateSheetImporter accepted the values as well as the keys. If the user uploaded a file, no error message was generated. As a result, the rate was displayed in the contract display without the conditions value.

To avoid this, only the key is now taken into account when uploading. It is important that the exact spelling according to the possible values in the condition types is used in the master data.

If the value does not match the key of the possible value, the following error message is displayed in the interface:

[ENT-8699]

ERateSheet Upload > Error Message for missing date format gives more information

When uploading an ERate sheet, it often happens that a message appears that there are no valid rates in the file. This is usually due to incorrect field formatting in the Excel file. Visually it looks like a date and even after a new formatting it is still not a date format. The error message both in the ERateSheet Upload dialog

and in the TACTRateSheet Importer

has been supplemented with a link on how to change this formatting in Excel.

The user can copy the link from the error message and open it in another browser window if desired.

After correct formatting, the ERateSheet can be uploaded.

[ENT - 6800]

API

Freightify > Commodity FAK and Mapping

The existing logic for the commodity FAK was supplemented, as there were other spellings of Freightify that were not intercepted. If Commodity Name contains all three words “Freight”, “all” and “kinds” (upper/lower case irrelevant, no matter what comes before/after), this data record is recognized as Commodity FAK and displayed without Commodity in the rate search.

In further queries, however, other contents of Freightify were also transmitted as commodities that do not say FAK in words, but mean this, e.g. General Cargo.

To avoid having to extend the FAK logic in the programming every time, there is a new field in Administration > System > Rates API > Freightify to be able to map further entries as FAK,

The new field is called Other FAK Commodity Names. Additional variants for FAK can be entered here, separated by commas, which are not already intercepted by the check for “fak” or “freight all kinds”.

Whitespaces and upper/lower case are not taken into account. “General Cargo” also mapped to ‘generalcargo’ or ‘GENERAL CARGO’, for example.

[ENT - 8773]