Refer to documentation Implementation
Three tabs are required to create a carrier.
Presentation
To create a carrier, a code must be assigned to it that identifies it in a unique manner with 10 character and a title.
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Fields
The following fields are present on this tab :
| Code identifying the carrier. This code must be defined in the carrier table. |
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| Select this check box to activate the current record. Disabled records keep their content and setup but cannot be used (by recalling their code) on other records (documents, settings ...), or for mass processes. The authorizations to a given function can prohibit the creation of an active record. In this case, the check box is disabled by default. It can only be modified by an authorized user or through a signature Workflow. |
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Presentation
This tab contains for each carrier some information of a general nature: company's name, address, telephone number, capital etc.
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Fields
The following fields are present on this tab :
| Code making it possible to identify the country. This code is controlled in the country table. The name corresponding to the country code is then displayed automatically. If the country code is not entered by the user, then the country name can be entered freely. |
| Country name. If the country code is entered, then this field is automatically entered on the basis of the country table. If the country code is not entered, then this field can be entered freely by the user. |
| Denomination of some companies, containing the name of all or part of the associates followed by & Co. |
| Accurate indication of the place of residence. |
| Postal code where the entry format is defined in the Country table.
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| Name of the town/city. The city automatically proposed is the one associated with the postal code previously indicated. If the city is already defined, the associated postal code is automatically displayed. if it does not exist, a warning message will appear and proceeding with the entry is authorized. |
| This field includes the geographical subdivision which is part of the postal address definition. This subdivision is automatically fed after the postal code and town/city have been entered, based on the Postal codes setup. |
| Telephone number with en entry format dependent on the country. |
| Fax number where the entry format is identical to that of the telephone and is dependent on the country. |
| No help linked to this field. |
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Presentation
Carriage Note:Used to enter the general information linked to the CN
Print: name of the CN print to be printed; if it is not specified, the CN will not be printed
Calculation of the freight amount: Yes, No If yes, the calculation will be carried out upon generation of the CN
Price list code: Specifies the price list code to calculate the CN price setting
Carriage Receipt: Used to enter the general information linked to the CR
Print: name of the CR print to be printed; if it is not specified, the CR will not be printed.
Calculation of the freight amount: Yes, No If yes, the calculation will be carried out upon generation of the CR
Price list code: Specifies the price list code to calculate the CR price setting.
The information relating to the DN is available at the level of the customer entity or Delivery Order
Inter-site.Used to enter the information relating to the reports printed during shipment of an "inter-site" type round.
Printing of an inter-site CN: report code of the "inter-site" CN for the shipment of an inter-site round. If it is not mentioned, the "inter-site" CN will not be printed. The "normal" CN will.
Printing of an inter-site CR: report code of the "inter-site" CR for the shipment of an inter-site round. If it is not mentioned, the "inter-site" CR will not be printed. The "normal" CR will.
EDI management: used to determine whether or not the carrier manages the EDI messages.
Currency : currency used to calculate the CN or CR freight amounts.
Transport method:list of the transport methods available for this carrier
Price setting type:Weight/Volume/Linear metering/Number of parcels. Thanks to this information, it is possible to determine the basic unit to calculate the freight pre-invoicing.
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Fields
The following fields are present on this tab :
Carriage Note
| Code of the report that should be printed upon printing of the carriage note. This code is controlled in the report code table. |
| Used to calculate the freight charges for the CR and/or CN upon shipment confirmation via the transport preinvoicing functionality. |
| Price list code used to calculate the freight amount by means of the freight pre-invoicing functionality. |
Carriage receipt
| Code of the report that should be printed upon printing of the carriage receipt. This code is controlled in the status code table. |
| Used to calculate the freight charges for the CR and/or CN upon shipment confirmation via the transport preinvoicing functionality. |
| Price list code used to calculate the freight amount by means of the freight pre-invoicing functionality. |
Inter-site
| Report code of the Carriage Note to be printed during the shipment of an "inter-site" type round. |
| Report code of the Carriage Receipt to be printed during the shipment of an "inter-site" type round. |
Parameter
| If the box is checked, the carrier manages the transport EDI and thus the return-type messages. |
| Code making it possible to identify the currency for a site, a Business Partner, or to define a default value. This code is controlled in the currency table. It is advisable to use the ISO coding during the creation of a new currency. |
Grid Carriage mode
| Usually, the transport mode corresponds to the notions of messaging, freight, express,... The transport mode is checked against the transport modes table. |
| Price list type linked to the transport mode in order to use the 'Transport pre-invoicing' functionality. |
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Presentation
This tab is used to define a list of contacts associated with this site. Each contact is identified by a code listed in the left hand section of the screen. The right hand defines the complete details associated with a name.
Each new contact entry in this grid automatically loads the Contacts file. In this way, a single contact can be associated with several sites, companies, or BPs without duplicating the contact record.
It is possible to access the Contact record directly from this tab. A contextual menu Contact detail available in the Name field is provided for this purpose.
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Fields
The following fields are present on this tab :
Grid Contacts
| Use to give a code to the contact. |
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Detail
| This field associates a closing sentence with a contact's family name. |
| Use to give a code to the contact. |
| No help linked to this field. |
| First name of the contact. |
Details
| This code is used to identify the country associated with the information. In the country table, which controls this field, there is a certain number of characteristics useful to perform controls on dependent information, and especially:
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| Telephone number with en entry format dependent on the country. The general setup CTLTEL - Control telephone number is used to specify the level of control carried out according to the format of the number entered. |
| This fields indicates the mobile phone number with en entry format that depends on the country. |
| This field specifies the fax number where the entry format is identical to that of the telephone and is dependent on the country. |
| This field is used to specify the email address of the contact. |
Functions
| No help linked to this field. |
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By default, the following reports are associated with this function :
EXPEDI : Carriage statistic
This can be changed using a different setup.
In addition to the generic error messages, the following messages can appear during the entry :
Company's name, mandatory field.
This message is displayed if no company's name has been entered when creating a depositor.
Price list code not defined for this carrier
The entered price list code has not been defined for the carrier.