In the Order tab the first sub tab is the Header data tab. 

Fields in the upper section: transport data

Field

Function

Order date

The order date is pre-assigned in the file creation.

Outbound hub

The outbound hub determines which hub is responsible for the pickup at the pickup address.
→ This is always a required field.

Inbound hub

The inbound hub determines which hub is responsible for the delivery at the delivery address.  

Project

Here you can enter the project, provided that the shipment belongs to a project.

This field can be evaluated statistically later on in the process.

LD Route

Here you can enter the international long-distance route.

  • The LD route can be deposited in the basic data.
  • The content can also be entered directly.

The entries for the LD route come from the basic data ORDERS → TRAFFIC AREAS.

The LD route serves as a search criterion for the tour compilation.

SD Route

Here you can enter the national short-distance route.

  • The SD route can be deposited in the basic data in a route table.
  • The content can also be entered directly.

The destination country and the zip code are determined from the delivery address or consignee address (if available). 
The correct SD route is determined depending on the values in the basic data table.
The SD route is then pre-assigned for the search.

Movement

Here you can enter the movement type.
Currently only the entry DIR controls the further performance in the disposition.  

Pick up type

Here you can define the pickup type.

The available entries are

  • Customer delivery
  • Local traffic
  • Direct pickup.

No pickup routes are created for Customer delivery and Direct pickup.


If DIR is entered for Movement, this field is automatically set to Direct pickup.

If in the basic data Road parameter a pick up type is recorded, it will be pre-assigned.

Delivery type

Here you can define the delivery type.

The available entries are

  • Customer pickup
  • Local traffic
  • Direct delivery.

No pickup routes are created for Customer delivery and Direct pickup.


If DIR is entered for Movement, this field is automatically set to Direct pickup.

If in the basic data Road parameter a delivery type is recorded, it will be pre-assigned.

Shipment ID

This field generates an unambiguous (throughout the entire system) ID for this file.

If e.g. this file is sent to a different department via EDI and receives a new file number, the shipment ID remains.

Tour type

You can select between

  • Traffic national
  • Traffic international
  • Local traffic.

Departure (ets)

Date of departure date.

Arrival (eta)

Date of arrival.

Delivery term

Here you can enter the delivery term.

  • In the first field, you can enter the delivery term abbreviation. (e.g. EXW)
  • The place of handover can be entered in the second field.

Remarks 1 and 2

Additional data are necessary for the transfer to the Fortras interface.

These can be selected and entered here.

Dangerous goods

Please set the checkmark if this shipment includes dangerous goods.

A corresponding message is displayed in the order itself.

Temperature controlled goods

If this checkbox is activated, a corresponding symbol appears next to the checkbox.
In the disposition, this symbol also appears in the overview of the tours, the shipments and the area with the routes on the tour.

If an attempt is made to set a route with temperature-controlled goods on a tour without this active checkbox, a message appears.

Fields in the main section: Addresses

Working with addresses in CargoSoft is explained centrally in the general area.

In the road module, the address name 1-3 fields are available, as well as a separate field for the street, the postcode, the city and the country.

Field

Function

Address description

The address description (displayed in bold) describes the content of the address.
This assignment is done once in the basic data Codes in COMPANY.
It should not be modified afterwards.

Account type

The type of the address can be selected from a dropdown menu.

Available for selection are A, D, K, G and P.

Address No./
Short form/Code

You can either enter an abbreviation (matchcode) or the address number into the address line.
A search for the address can be started via double click or F2.

Line 1-5

The entire address appears after the selection of the address number of the matchcode.

Reference

 

Here you can deposit an additional reference for this address that can also be included in the print.

 It is also possible to deposit multiple references per address.

A mask opens, in which you can deposit additional references.

Date fields –
Loading date / Unloading date

The addresses A2 and A3 have a date field in which you can enter a date and a time.

These information can be printed on the documents.
These dates are also displayed in the disposition.

  • The Loading date from the header data is connected to the pickup date of the Transport tab.
  • The Unloading date from the header data is connected to the final destination of the Transport tab.

Customer checkmark

The checkbox in front of an address is used to determine the customer for this shipment.

This address is e.g. pre-assigned as the bill-to-party in the invoicing.
Only one customer checkmark can be set.

Saving a file without customer checkmark is not possible.

The customer checkmark is set for address 5 (notify address) by default in the ROAD mode.

Adress remark


 A general address remark can be deposited per address in the address basic data.

An i is displayed next to the icon to indicate deposits.

Credit limit display

 A mask for the credit limit check opens by clicking on the icon.

This icon is only visible if the credit limit check is activated.

Default address fields in the header data of the SHIPMENTS

Field

Function

Shipper (A1)

Here you can enter the shipper.

This is usually the pickup address as well.

Pick up (A2)

The pickup address can be filled if it does not agree with the shipper address.

If available, this address is displayed instead of the shipper address in the tour planning.

Notify (A5)

This address block can be filled if it is necessary to indicate a notify address.

Consignee (A6)

Here you can enter the consignee.

This is usually the delivery address as well.

Delivery (A3)

The delivery address can be filled if it does not agree with the consignee address.

If available, this address is displayed instead of the consignee address in the tour planning.

Bill-to-party (A4) ***

Entry of the bill-to-party.

The customer checkmark is set for the bill-to-party by default.

*** Attention: If the customer checkmark is set for a different address, the customer address is suggested as the bill-to-party in the voucher in the invoicing. The voucher recipient can be changed manually in the invoicing. (e.g. by entering = A4)

Agent (Incoming forwarder / Freight forwarder (A7)

Depending on the sector (Export: incoming forwarder/Import: freight forwarder), you can enter an agent.

This address is used to group the shipments by agents in the tour planning.

Transport co. (A8)

Here you can enter the transport company or the carrier.

Address qualifications - link addresses for use in different tabs

As soon as an address is entered for the shipper or consignee, these addresses are respectively entered for the pickup and delivery address.

However, if address suggestions for these addresses are deposited, logic will determine the selection and transfer of these addresses.

  • Address suggestions can be made for each address controlled by qualifiers.

Address suggestions can be made in the address basic data on the Address assignments tab.

For example, you can deposit several pickup addresses for one address.
Condition for this is the qualification of the addresses in the basic data Address qualifier in ADMIN.

Here you can assign a qualifier to the addresses A1-A9 for the different modes and sectors.

E.g. the address A1 is assigned to the qualifier SHP (shipper) in Road Export and the address A2 is assigned to the qualifier PUP (Pick up).

On the tab Address assignment in the address basic data, you can now indicate which addresses are to be suggested in which address field.

Example:

Address D3 is in the order address A1 = qualifier SHP. If this address is entered in the field A1 in the order, a mask opens, in which the address D3 is suggested as the pickup address for the address field A2 = qualifier PUP. You can accept the suggested address into the order by confirming with OK. The address is automatically entered in the address field A2.

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