- Created by Hauke Gulich, last modified on Dec 20, 2023
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Authorization object: STAZUBEZ
Fields for the customer-specific Additional fields tab (customer specific) in the order located in the Order tab. |
This tab is also referred to as the company tab. |
Es können individuelle Zusatzfelder für die Auftragserfassung eingerichtet werden, wenn zusätzliche Daten erfasst werden sollen, für die es kein Standardfeld in CargoSoft gibt. |
These additional fields can be integrated into Formulare and Bs/L. |
The search for entries made in additional fields is also possible. |
Additional fields
Field | Entry |
---|---|
Order sector Main departments Sub departments | Additional fields must be entered per order sector and per main and sub department. |
Description | In Description enter the name that the field will have in the CargoSoft order. |
Required field Search function Plausi check | Activate the checkbox if the additional field is to have the corresponding function. |
Cur. no. | The serial number of the additional field is automatically entered at the end of the line. The additional field with this number can be placed at any spot in the form. |
Press the Tab key or select Copy line to open a new line for the same sector and departments and enter another description.
In the form, the first additional field is assigned with the description [Baujahr] if this is filled in the Company tab in the order.
In the form generator
The additional fields can be placed into the form by means of the field list of the form generator on the Reiter Layoutfestlegung.
The additional fields must always be used with the same description for a sector with different forms.
Additional fields in the order
The additional fields can be found in the Firmenreiter in the order.
Here you can fill the additional fields. They are printed in the respective form for the indicated sector (e.g. export).
Additional fields as required fields
Additional fields can also be made into required fields.
Activate the checkbox Required field.
→ The additional field then becomes a required field in the order entry.
Additional fields as search fields with plausi check and link
It is possible to make an additional field access other basic data tables.
Activate the respective checkbox Search function or Plausi check
Search function
If this checkbox is activated, it is possible to start a search in a basic data table within this additional field.
The system evaluates the entry in the Link field.
Plausi check
If this checkbox is activated, the user needs to select an entry from the basic data when making an entry into this field.
This requires that the search function is activated and basic data are recorded.
Link
This field contains the link to the basic data table.
This requires knowledge about the CargoSoft database model. We would be pleased to assist you and advise you of the syntax of this field. Please feel free to contact us!
Examples for links:
- codes_t.mc;fk_spra_sch=D;art=AAR (selection of address types (D/K/G/P))
- land_tab.land_sch:land;mandant=000 (access to the country basic data)
- eakopf_t.hawbcode;bereich=E (search and acceptance of the HAWB no.)
Customer-specific basic data
CargoSoft provides a standardized solution for the use of specific basic data in the order processing: Kunden-Codes.
Data, texts, descriptions, values, etc. can now be recorded, separated by different groups via a basic data program.
Another basic data program allows these data to be linked with additional fields (Zusatzfeldern.) .
These fields can be equipped with individual properties, e.g. search masks, required entries or basic data access.
In the order processing, the Zusatzreiter provides access to these basic data.
This simplifies the data entry and enables statistical data evaluations.
This new function ensures a higher degree of customization without having to change the standard in CargoSoft.
Examples for links and plausi checks
Configuration of customer codes
Located in the basic data ADMIN → KUNDEN CODES.
A search mask opens.
There are three entry fields:
Field name | maximum length | Description |
---|---|---|
Code | 8 characters | match code of the basic data set |
Type | 8 characters | group description, coding, umbrella term |
Description | 100 characters | the actual value or text/content of the basic data set |
Example 1:
The transport sector requires the entry of the mode of transport. The following modes of transport should be available:
Code | Type | Description |
---|---|---|
BUS | TMITTEL | Bus / Sprinter |
PLANE | TMITTEL | Planen-LKW |
JUMBO | TMITTEL | Jumbo-Trailer |
KESSEL | TMITTEL | Kesselbrücke |
CHASSIS | TMITTEL | Container-Chassis |
This is displayed as follows:
Example 2:
There are different types of insurance services.
Code | Type | Description |
---|---|---|
FULL | VERSICH | kompletter Versicherungsschutz |
PART | VERSICH | Transportversicherung Basis |
NONE | VERSICH | keine Transportversicherung |
These data would be entered as follows:
These basic data are now available for further use in CargoSoft.
Use in the order entry
Main tab Order → sub tab customer-specific tab/XXX
The configured fields are available on the company-specific additional tab after the next login or change of client.
Double click into the field to open the search mask.
Press F3 or click on the Search button to start the search.
Select an entry from the search result and confirm.
Im Feld Transportmittel ist zusätzlich die Plausifunktion aktiviert worden.
Upon data entry, CargoSoft checks whether the entered data exist in the basic data. Otherwise CargoSoft issues a warning.
Search mask header DIESES KAPITEL GIBT ES SCHON IN GENERAL FUNCTIONS > TAB FOR ADDITIONAL FIELDS
The search mask can be customized as well.
Search mask without customized basic data entry:
The header displays Search for ... by default.
The ellipsis can be replaced by a specific term, which can be configured with the customer codes.
To do so, create a dataset with the following information:
Field name | Description |
---|---|
Code | The type that this description refers to |
Type | Fixed value 'ZZZZZZZZ' (8x letter Z) |
Description | Description / field name |
Configure the header for the search mask:
The search mask will display the new heading after you close and reopen the order processing.
Search mask with customized basic data entry:
Contents |
---|
Topic in the order |
---|
Topic in the form generator |
---|
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