Create a new file - Seafreight Export

Contents

Basic data

Links to further information

B/L types
Create a new file in General TMS Functions
Create a Seafreight reservation
Consol container Export
Credit limit check in the order
Split main file into sub files

The CargoSoft file entry mask opens.
Upon file entry you need to select a BL typ es since it determines certain functions within the order.

→ The preallocation of the BL type can be defined per mode in the Options tab in EMPLOYEES.

Field	Description

Field	Description
File no. definition	Displays the file number definition. In certain cases you can select from multiple definitions. Open the dropdown list of all file number structures that are available for selections. Depending on the file no. definition in your company, the following fields may be required fields as they are part of the automatic generation of the sequence number.
File number	The file number appears as soon as all required fields have been filled and if there is a number range for the selected main and sub department.
order sector	Make a selection from the dropdown list. The order sector is pre-assigned according to the basic data settings of the current user.
B/L type	The B/L type is pre-assigned according to the basic data settings. B/L type field The field B/L type is only visible if the B2B function has been activated in the basic data. Pls see explanation of the bl types for more information about the effects of this selection: Consol = Master file for consol container Bs/L Direct = Shipping company B/L House = House B/L - with B2B function File without B/L = No B/L
Branch	The branch is pre-assigned according to the setting in the basic data. The branch in the file entry mask may be changed by a user with the required authorization, regardless of the BL-/AWB type.
Order date	The order date is pre-assigned with today's date, provided that this setting was made in your basic data. Otherwise this field is not filled. To use a different date, overwrite the date manually or double click into the field to select a date from the calendar. Depending on your company settings, the file number is derived from the order date or the departure/arrival date.
Main department	The main department is pre-assigned according to your settings in the Options tab in EMPLOYEES. You can select the main department from the dropdown list.
Sub department	The sub department is pre-assigned according to your settings in the Options tab in EMPLOYEES. You can select the sub department from the dropdown list.
Dangerous goods	Please activate the checkbox Dangerous goods if your shipment contains dangerous goods. Dangerous goods data can be entered on the Order tab → Description of goods → DGR button in the goods description Seafreight.
Customer	The entry of the customer is optionally. The address entered in this field is automatically accepted into the order and marked with the Customer checkmark. If an individual mask has been created for the customer, it will open upon order entry if this field is filled.
Create a new file	This checkbox is activated by default upon creation of a file.
Copy a file	With this checkbod you can copy a file. For more information, see Copy a Seafreight file.
ets/eta (not always visible)	Depending on the File no. definition in ADMIN this field may be a required field: eta for import files and ets for export files.

OK

The OK button is released after you have made all required entries.
The sequence number of the new file is not yet assigned.

If this button remains gray and thus non-editable, important basic data entries such as authorizations or required fields may be missing.
Please contact your system administrator if this is the case.

Cancel

Close the mask without entering a new file number.

Section Credit limit check	If the credit limit check is active, the file entry mask will also contain fields for the entry of an estimated invoice amount and bill-to-party. All fields are required fields. The OK button is not released until all data have been entered correctly. Confirm with OK after you have filled all relevant fields.

Section Credit limit check	If the credit limit check is active, the file entry mask will also contain fields for the entry of an estimated invoice amount and bill-to-party. All fields are required fields. The OK button is not released until all data have been entered correctly. Confirm with OK after you have filled all relevant fields.
Address description Address Name Location Open invoice amount Altern. invoice-recipient Completed Original amount

B/L type field