Basic parameters > BP > Carriers 

This screen is used to create, display, modify or delete a carrier with all their related data. It is also used to manage separate prints depending on the carriers, after the name of the print has been defined. For each carrier and upon each shipment confirmation, a Carriage Receipt (CR) and a Carriage Note (CN) are generated. The carrier information are used for printing purposes: Delivery Note, Carriage Note, Carriage Receipt and Carriage Label.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

Three tabs are required to create a carrier.

Header

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.

  • Description (field NAM)

 

  • Short description (field DESSHO)

 

  • Active (field ENAFLG)

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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Tab General

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.

  • field CRYNAM

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.

  • field NAM

Denomination of some companies, containing the name of all or part of the associates followed by & Co.

  • field ADD

Accurate indication of the place of residence.

  • Postal code (field POSCOD)

Postal code where the entry format is defined in the Country table.
The postal code is used to determine the city/town. When the postal code is changed the city/town corresponding to the new code is automatically displayed.
Particular cases:

  • For ANDORRA, indicate 99130
  • For MONACO, indicate 99138
  • For the other overseas countries, indicate the postal code of the country or 99999 if not known.
  • City (field CTY)

Name of the town/city. The city automatically proposed is the one associated with the postal code previously indicated.
It is also possible to manually enter the city.

* 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.

  • Region (county, state, ..) (field SAT)

This field includes the geographical subdivision which is part of the postal address definition.
For instance, it can be the department for France or the state for the United States. The subdivision title and the potential control on its entry are defined in the Country setup.
If it is controlled, this code depends on the corresponding geographical subdivision.

This subdivision is automatically fed after the postal code and town/city have been entered, based on the Postal codes setup.

  • Telephone (field TEL)

Telephone number with en entry format dependent on the country.

  • Fax (field FAX)

Fax number where the entry format is identical to that of the telephone and is dependent on the country.

  • Email (field ADDEML)

No help linked to this field.

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Tab Parameters

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.

  • Carr. amount calculation (field CANCST)

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.

  • Carr. amount calculation (field NTRCST)

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

  • EDI management (field EDH)

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.

  • Tariffication types (field RATTYP)

Price list type linked to the transport mode in order to use the 'Transport pre-invoicing' functionality.

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Tab Contacts

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

  • Code (field CNTCOD)

Use to give a code to the contact.

  • Mobile phone (field CNTMOB)

 

  • Fax (field CNTFAX)

 

Detail

  • Title (field XCNTTTL)

This field associates a closing sentence with a contact's family name.
This information can be used on documents to be sent to contacts.

  • Code (field XCNTCOD)

Use to give a code to the contact.

  • Last name (field XCNTLNA)

No help linked to this field.

  • First name (field XCNTFNA)

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:

  • the telephone number format,
  • the format of the number that identifies a company or an activity (site tax ID number, NAF in France), and whether its entry is mandatory or not,
  • the format of the postal code/town/city and the geographical subdivision, and whether its entry is mandatory or not,
  • the mandatory or not mandatory aspect of the Site Registration number entry, of the identification number of the company as well as the EU tax no.,
  • the format of the Bank ID number code.
  • Telephone (field XCNTTEL)

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.

  • Mobile phone (field XCNTMOB)

This fields indicates the mobile phone number with en entry format that depends on the country.

  • Fax (field XCNTFAX)

This field specifies the fax number where the entry format is identical to that of the telephone and is dependent on the country.

  • Email (field XCNTWEB)

This field is used to specify the email address of the contact.

Functions

  • field XCNTFNC1

No help linked to this field.

  • field XCNTFNC2

 

  • Data protection officer (field XDPO)

 

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Reports

By default, the following reports are associated with this function :

 EXPEDI : Carriage statistic

This can be changed using a different setup.

Error messages

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.

Tables used

SEEREFERTTO Refer to documentation Implementation