Forms in Forms in ADMIN

Owned by Hauke Gulich
Last updated: May 06, 2024 by Bärbel Neitzel
4 min read

Authorization object: STAFORM

Contents

Topic in the order

Basic data

image-20240415-082425.png

Standard entry for order forms

The entry that exists in the master data is Forms default and has:

  • the abbreviation FORMS.

  • the type EX.

  • Language: D/E

This is language-dependent and is stored as often as required with the corresponding language key.

→ If there is a printer assignment for a standard form, BUT NOT for the individual form, printing will be done on the printer of the standard form.

Field description header data

Field

Description

Field

Description

Form

Code for the form

Language

Language code

Type

Type of form.
Standard forms for the order processing have the type EX.

Category

= Form category in basic data

The form category is shown in the list with abbreviation and name.
Select an entry from the dropdown menu.

image-20240415-082650.png

 

Description

Name of the form

Dialogue

  • eFile: If Dialogue → eFile is activated, the form is automatically stored in the eFile.

  • Archive

CargoCom

The 3 following email fields concern the email program.

The 3 following email fields concern the email program.

Email subject

Text module for the email subject.

Example: image-20240415-082725.png

  • [CONTN]: This placeholder loads all container numbers from the goods description.

  • [AGREF]: This placeholder loads the first reference of the customer address.

  • [REFRE]: Reference of the invoice recipient for invoices.

  • [OFFKO]:This placeholder pre-assigns the subject of a quotation as an email subject.

  • [ATCNR]: ATC number

For placeholders, please see the chapter below.

Email file rule

Enter placeholders, for example:

  • [ATCNR]: ATC number

Email text module

For quotations and email:

In the field Email text module you enter a text module for the salutation in an email.

This text module is inserted into the first line in the email mask.

Example: image-20240415-082736.png

button 

This button opens a search window for the HTML templates.

By double-clicking or pressing F2 in the field E-mail text modules, the search window for the known text modules can be opened as usual.

In order to distinguish inserted previous text modules from HTML templates, an @ sign is displayed in front of the HTML template title in the entered field.

The following field concerns the eFile program.

The following field concerns the eFile program.

eFile title / comment

It is possible to specify a title for the document for filing.

One or more placeholders can be entered here.

If this form is now filed in the eFile, the values of the placeholders from the order are automatically written to the field Title/Remark.

(Previously, when a form was filed in the eFile, the form name was automatically stored in the Title/Remark field.)

If the eFile Title/Remarks field in the form is empty, the form name is written to the Title/Remarks field as usual.

For placeholders, please see the chapter below.

Placeholder

The following placeholders are additionally available:

  • Placeholders for all references and customer names (name line 1) of addresses A1 - A9 of an order

These placeholders are made available via a preallocation in the system.

  • Placeholders for fields from various tables

The designation of the fields as placeholders follows the pattern tabelle.feld - e.g. eakopf_t.abfdat for the field Departure (ets) field in the Transport tab.

The TMS tables from which fields can be selected depend on the Basic data program. For example, no field from an offer table can be displayed in the e-mail subject of a form if no offer is printed for the order.

These placeholders are displayed in the search window in a different way to the previous placeholders (displayed in square brackets). Click on the desired placeholder to open a separate search area with the fields available for selection.

If you are interested, please get in touch with your CargoSoft contact person.