Contents

ADDRESSES → Address tab → EDI References sub tab

When a tour is closed, it can be sent automatically to the agent indicated in the tour via interface (EDI).

This requires the activation of the interface (…FORTRAS…).

The automatic FORTRAS transmission requires the entry of a corresponding EDI reference.
This entry can be made on the EDI references sub tab in the address of the agent (recipient of the data).

Open

Add the qualifier [FORTR] to an address that will later be used as agent in the tour.
Enter the EDI partner for the reference.

If you close a tour and the agent has received the qualifier FORTR, this tour is prepared for transmission to the indicated EDI partner (Reference field).

Open

If you reopen a tour to make changes or add shipments, the tour is sent again once you close.

The EDI transmission can also be triggered manually.

Manual EDI transmission

Select File → Export → XML to partner.

The transmission window opens.

Fill in the EDI partner and save your changes via File → Save.
Send date and time are filled once the EDI interface has collected the data.

Automatic EDI transmission

The send dates for the automatic EDI transmission can also be found via XML to partner.

ADDRESS FORMAT

So that the address data for the tour planning are entered correctly in the order, it is important to create a corresponding address format.
Thus, the zip code can be determined for shipper and consignee addresses.
(The zip mode must be entered in the address line 5).

Create a new address format under this menu item.

Select File → New in the menu.

 Assign the format name and a description.
The construction kit for the address format opens on the left side.
The right side offers for selection all data relevant for the addresses for selection.

Click on a label with the left mouse key and pull it to line01-line05 via drag and drop.

Design the address format as follows:

Line01: Name 1;
Line02: Name 2;
Line03: Name 3;
Line04: Street;
Line05: Country code; Postal code (street); City;

An address would look as follows in the order:

The address format is then entered in the basic data under COMPANY → GENERAL COMPANY PARAMETER → Specials tab → Enter the road address format in the field Address format. 

This format will always be used in order addresses A1-A9 in the ROAD mode.

The invoicing still uses the standard or address layout from the address.