Use customers' own data


Contents

Basic data


Record Additional fields

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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

 

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:

 

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

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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