Tab: General

General

The tab: General on an Order contains the general information on the order like Customer, ordertype, Department and status.

Functionality

Actions

• Home
  • Show: opens a map with markers pointing the loadingaddress and unloadingaddress.
  • Execute Contract Strategy
    • Execute Contract Strategy: applies the Contract Strategy and generates revenue on an order.
    • Calculate Revenue/Cost: based on de order and Contracts revenue-lines will be created on the order.
    • Recalculate Fuel Clause: will remove the fuel revenues and recalculate fuel revenues based on the Contract Strategy.
    • Recalculate Toll Clause: will remove the toll revenues and recalculate toll revenues based on the Contract Strategy.
  • Add optional Revenue/Costs: Opens the page Services list so surcharges can be added manually to the order.
    • Add optional Revenue: Opens the page Revenue list so surcharges can be added manually to the order.
    • Add optional Costs: Opens the page Costs list so surcharges can be added manually to the order.
  • Copy Document: Opens a selection page to select the options for copying the document. Various templates for settings can be created.
  • Create Grouped Order: A new Grouped Order will be created. User personalisation to add the field: Grouped Order to the page.
• Functions
  • Steps: The Steps which can be activated on the order. Only Steps which have been configured on the Status Template on the current status of the order will be shown.
  • Print: The report selection page will be opened so various reports can be printed.
  • Create Irregularity: An new Irregulatiry will be created and the page Irregulatiry will be opened automatically.
  • Create Template
    • Create Template: A new order-template can be created.
    • Apply Template: The list of templates applicable on the order will be shown. User can sellect and apply the template.
    • Overview Template: The list of templates applicable on the order will be shown.
  • Next Status
    • Next Status: Changes the status of the order to the next status. The next status is depending on the settings in the Status Template: Order.
    • Previous Status: Changes the status of the order to the previous status. The previous status is depending on the settings in the Status Template: Order.
  • Sections: Opens the page Section of Sectionlist when the order contains more than one section.
  • Document Addresses: Opens the page: Document Addresses to show the address information as received via an order-integration or Excel Import.
  • Order
    • E-mails: opens the page: Email to show all e-mails sent related to the order.
    • Events & Milestones: opens the page: Events & Milestones.
    • Irregularities : opens the page: Irregularities to whow all Irregularities related to the order.
    • Links: opens the page: Links to show all files linked to the Order. Same information can be found in the fact-box: Record Links Webclient.
    • Attibute Set: opens the page: Document information Set Entries related to the order.
    • Conditions: opens the page: Conditions related to the order.
    • Data Integrations: opens the page: Data Integration Message List related to the order.
  • Post
    • Post: Posts the order and moves the order to the Posted order list.
    • Post and E-mail: Posts the order, moves the order to the Posted order list and sends the e-mails as scheduled when posting.
    • Post and print: Posts the order, moves the order to the Posted order list and prints the documents as scheduled when posting. |
    • Post Batch: Opens a selection page to set filters to select a range of orders to be posted.
  • Actions
    • Functions
      • Link Order: opens the page: Documents and shows all document types linked to the order.
      • Archive: Creates an archive document with the current version of the order.
      • Insert Goods: -
      • Inser Package : -
      • Create request: will create a new support-request at Boltrics.
      • Create Warehouse documents: opens the page: Steps to select a step to create Warehouse Documents.
      • Preview: opens the page: Blueprint Editor List on which a CMR can be modified.
      • Documents: opens the page: Documents and show document related to the order.
      • Other
    • Related
      • Order
        • Document Reference: opens te page Docment Referenc.
        • Restrictions: opens the page: Restictions to show/manage the Restictions applicable on the order.
        • Archive: opens the page: Archive to consult the previous version of the order.
        • Document Links: opens the page: Documents and shows all document types linked to the order.
        • Editor Default Fields: opens the page: Blueprint Editor Field Values.
        • Register Exeptions: obsolete functionality.
        • Deviations: obsolete functionality.
        • Dimenisions: Opens the page: Dimensions and shows the Dimensions applicable on the order.
        • Cash On Delivery: opens the page: Cash on Delivery to register payments received on the order.
        • Contract Stategy Log: opens the page: Contract Stategy Log. Note: the field: Contract Stategy Logging on the page: Transport Setup must be enabled.
        • Carriers: opens the page: Document Carriers to view the carriers recorded on the order.
        • Posting Errors: opens the page:Posting Errors to view the reason why the JobQueue Post TMS Documents has not been successful.

Fields

• No.: the number is not shown as a field as this number is presented in the title of document.
• Sell-to Custmer No.: use the lookup-button to select a customer.
• Name: the name of the customer as selected in the field: Sell-to Customer No.
• Sell-to City: the city in which the customer is situated.
• Posting Date: the date on which the order and revenues have to be booked.
• Order Type: use the lookup-button to select the desired Order-type
• External Document No.: orders processed via a Data-integration, WEB-portal-entry or Excelimport have an External Document No as reference.
• Customer Reference No.: the reference provided by the Sell-to Customer for the order.
• Status: the current status of the order based on the status Template. Click on the button: ... to open the statuslog of the order.
• Plan Department: the Plan Department as registered on the order.
• Condition Set: a text showing all conditions applicable on the order. Click on the button: ... to view conditions.

Tip

• Click on Show More to view field which have been hidden.
• In addition to the hidden fields, there are also extra fields that can be made visible through personalisation.