Up to now, the vessels r.o.e. has only been automatically transferred from an incoming voucher imported via the interface into the vessel r.o.e. field of the file (statistics tab) if the file number has been transferred with the voucher.

Now, this function is also effective if the file number for the voucher was only determined afterwards.

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Settings in the basic data

ADMIN → CARGOCOM

The following setting is necessary in the CargoCom incoming invoice process:

  • Parameter "schiffskurs_update" with the value "Y"


When saving the billing lines, the CargoCom incoming invoice then checks whether a vessel R.O.E. has been filled and whether a valid file number has been determined.

If this is the case, it will check whether a vessel R.O.E. has already been entered in the file.

The following actions result from this:

  • no vessel R.O.E. has been entered yet: the rate of exchange is transferred to the file.
  • a vessel R.O.E. has already been entered: the recorded rate of exchange is overwritten with the new one or remains.

COMPANY → INVOICING

The desired behavior is set in basic data INVOICING on the Incoming invoice tab → Vessel R.O.E. update properties field.

By default, the value is always overwritten.

By activating the "Split exchange rates (R.O.E.) by outgoing/ingoing" function in Basic data > Company > Invoicing > Settings, the Vessel R.O.E. Incoming field is displayed in addition to the Vessel R.O.E.  field in the statistic tab of the file, since a distinction is made by exchange rate for incoming and outgoing invoices.

With this setting, the exchange rate from the incoming voucher is transferred to the Vessel R.O.E. Incoming field.


Behavior for vouchers with multiple billing lines or collective vouchers:

If the same rate of exchange applies to all billing lines, this rate will also be suggested in newly added lines when manual changes are made in the incoming invoice.

If the fields for the vessel exchange rate are not visible (setting in basic data INVOICING in Incoming invoice tab → Field Record vessel R.O.E. in inbound voucher), a query is made whether the rate should be adopted.

  • If different exchange rates are transferred per billing line in the incoming invoice, the rate cannot be transferred from other lines. In this case, manual entry is necessary for newly added lines.
  • If different vessel rate of exchange are transferred per billing line and all lines have the same file number, then the rate from the first billing line is transferred to the file.


ATTENTION: If settings for this function are made in the Basic data, CargoCom must be completely restarted afterwards. A stop and start is not sufficient!

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