Preallocations tab in Extras Options

Owned by Hauke Gulich
Last updated: Apr 02, 2024 by Sabrina Stelter
4 min read

Contents

Basic data

Related pages

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Field description

Field



Function

Field



Function

Order sector



Available for selection are:

Export - Import - Transport - B=Pickup - Warehouse - N=Arrival - U=Outgoing - Delivery

Main department

Thematically to this there is the master data program Department mapping, which controls the selection for the combinations.

This field controls the preallocation of the main department in the file entry for the respective employee.

Sub department

Selection of sub departments assigned to the user.

Create accrual from quotation



Here you can choose between

      AUTO    Automatically create accruals from quotation
      NO        No automatic accruals from quotation
      QUEST  Ask, whether accruals should be created from quotation
      BLANK  No automatic accruals from quotation

When a TMS offer is used in the order, accruals can now be created automatically for the buying amounts recorded.

Section B/L type (= order type)

This is where the ORDER TYPE is addressed - referred to as B/L type in some places in CargoSoft.

The entered values fill the corresponding fields when a new order is created. They can be changed in the order.

The B/L type concerns



File creation mask

The B/L type concerns



File creation mask

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  • File creation mask when splitting:
    In the Seafreight module the main file (=container) can be split into sub-files (= individual orders) if a consolidation container shipments.
    Specify here which B/L type is to be preset for the single orders if the item Split a file ... is selected when creating a new position. 

 

When splitting:

 



 

 

 

  • the ORDER TYPE in the Rail module in the file creation mask.

 



In the CEP module, the order type CEP is already preset, there is no further selection in the drop-down list.

 

Seafreight mode only: Consol search mask (with B2B function only)

Here you define which B/L type is found or automatically listed if you want to automatically consolidate a consolidation container on the Consolidation tab in the Seafreight order.

I.e. the program will independently show you HBLs/individual orders or sub-files matching your main file → Consolidation: Assign files to the consol container.

Select the type of B/L that will be listed for you. The selection in the Export field corresponds to the selection in the Import field.

Code

Suche

Code

Suche

H

Enter HBL in the B/L type field → the automatic search will only look for house B/Ls.

N

There is no automatic search for files. You will get to the Open files window without presetting the B/L type field.

X

Both B/L types are searched → House B/Ls and positions without B/L type. For B/L type XXX see also here.