Use customers' own data
Contents
Basic data
Record Additional fields
Record Customer codes
ADMIN → CUSTOMER CODES
Authorization object: STAKUNDEN_CODES
The programme starts with a search mask.
There are 3 entry fields:
Field name | max. length | Description |
Code | 8 digits | The matchcode of the master data record |
Type | 8 digits | A group name, coding, generic term |
Description | 100 digits | The actual value or text/content of the master data record |
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Example 1:
The means of transport must be specified for the transport area. The following means of transport should be available:
Code | Type | Description |
BUS | TMITTEL | Bus/Sprinter |
PLANE | TMITTEL | Planen-LKW |
JUMBO | TMITTEL | Jumbo-Trailer |
CHASSIS | TMITTEL | Container-Chassis |
This then looks as follows in the recording:
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Example 2:
Various types of insurance services are offered.
Code | Type | Description |
FULL | VERSICH | full insurance cover |
PART | VERSICH | transport insurance basis |
NONE | VERSICH | no transport insurance |
Diese Daten wären wie folgt zu erfassen:
This master data is then available for further use in CargoSoft.
Use additional company tab in the order processing
On the company-specific additional tab, the configured fields can be used from the next new logon or with a client change.
The search mask can be called up by double-clicking in the field.
Press F3 or click on the search button to start the search and display the result.
Search result of the master data customer codes
An entry from the search result can then be selected and transferred.
Transferring a master data entry to the file entry field
The plausibility function has also been activated in the Means of transport field. When entering data, CargoSoft checks whether the data entered actually exists in the master data. If not, a message is displayed.
Naming the search mask
The search screen can be further customised.
Search mask without individual master data entry
The text Search for ... is displayed in the header by default.
Search function entry
Instead of the three dots, a special term can also be displayed there. This can also be realised via the customer codes. A data record must be created here with the following details:
Field name | Description |
---|---|
Code | Is the type to which this labelling refers. |
Type | Fixed value ZZZZZZZZ (8 times letter Z). |
Description | The text for the label/field name. |
Create heading for the search mask
After reopening the order processing, the search mask is now displayed with the stored labelling.
Search mask with individual basic data entry
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