Related topics
- Setting up and retrieving the payee information (sender/receiver) for third-party freight documents
- Shipment preparation process
This program is called when the freight document type DOC04 (Third-party freight document) is selected. In this program you have the possibility to maintain freight document header information that is to be transferred to a third-party software for further handling and printout. Note: The DI document IFTMIN must be activated for the customer in the Business partner file, DI documents panel.
Function keys
- Customer
- Indicates the customer’s name and number.
- Address number
- Indicates the customer’s delivery address. This value is defined in the Business partner file, Address panel.
- Shipping agent
- Document
- Indicates the selected type of freight document.
- Bill of lading no
- Indicates the number from the Number series table, if defined for the document and shipping agent in the Shipping agent table, but can be changed. If nothing was defined the field will be blank. Enter a number manually or leave it blank, meaning the pre-printed number on the document printout will apply.
- Tracking number
- Indicates the shipping agent’s tracking number (e.g., consignment note number).
- Delivery address
- Indicates the customer’s delivery address.
The destination can be changed. Enter the destination where the goods are delivered.
- County
- Indicates the county in which the customer is located.
- Country
- Indicates the country defined for the delivery address. This value is defaulted from the Business partner file, Address panel.
- Telephone number
- Displays the telephone number of the customer to whom the goods will be delivered according to this freight document.
- COD
- Cash on Delivery: Indicates the amount that the driver must collect from the customer upon delivery of the goods.
Caution: The COD amount will be automatically calculated when the Bill of lading is created. As with all of the other information on a freight document, it will not be automatically updated whenever new lines are added to the freight document. To retrieve the exact COD amount for the bill of lading use the Accumulate COD function key which automatically re-calculates the COD amount and updates it to this panel.
The calculated amount will be a sum of all order lines including VAT plus any distributed shipment fees. This means that the calculated cash-on-delivery amount will exclude all additional fees that are added during invoicing, such as e.g., order header fees and surcharges.
Prerequisites:
- The Cash on delivery parameter in the Terms of payment table must be set to YES.
- Pay send/rec
- The update to these flags works as follows:
- If standard freight values were set up these will be retrieved, and depending on what was set up, the “Sender pays” (Pay send) flag or the “Receiver pays” (Pay rec) flag will be set to YES.
- If no standard freight values were found, the system will check if any freight fee was entered for any of the orders. If found, the “Sender pays” (Pay send) flag will be set to YES.
- If no freight fee was found, the system will check for a receiver customer number. If found, the “Receiver pays” (Pay rec) flag will be set to YES. If not found, and there is a Sender customer no (retrieved from the Our customer field for the shipping agent/freight document), the “Sender pays” (Pay send) flag will be set to YES.
In the event that none of the above are found, the Pay send/rec flag will not be automatically updated. You can manually update these flags by entering a character in one of the fields, depending on who is paying the shipment; i.e. the sender or the recipient.
- Giro number
- Enter a giro number to be used for payment information.
- EUR pallets
- Enter the number of EUR pallets.
- Total weight
- Displays the total weight indicated on the freight document.
- Total volume
- Displays the total volume indicated on the freight document.
- Packages
- Displays the number of packages indicated on the freight document.
Third-party freight document maintenance, Header information, Part 2 (DIR37702)
This is the second panel where you can maintain freight document header information that is to be transferred to a third-party software for further handling and printout.
Function keys
- Customer
- Indicates the customer’s name and number.
- Address number
- Indicates the customer’s delivery address. This value is defined in the Business partner file, Address panel.
- Shipping agent
- Document
- Indicates the selected type of freight document.
- GAN, sender
- Indicates the goods address number for the sender which is retrieved from the dispatching warehouse defined in the Warehouse table. If no goods address number is defined on the warehouse, the code is retrieved from the DIS control file. The value can be changed.
- GAN, receiver
- Indicates the goods address number for the receiver which is retrieved from the delivery address defined in Business partner file, Address panel. If no goods address number is defined on the address, the code is retrieved from the Business partner file, Customer panel. The value can be changed.
- Pallet reg, sender
- Indicates the pallet registration number for the sender which is retrieved from the dispatching warehouse defined in the Warehouse table. If no pallet registration number is defined on the warehouse, the code is retrieved from the DIS control file. The value can be changed.
- Pallet reg, receiver
- Indicates the pallet registration number for the receiver which is retrieved from the delivery address defined in the Business partner file, Address panel. If no pallet registration number is defined on the address, the code is retrieved from the Business partner file, Customer panel. The value can be changed.
- Sender customer no
- This field displays the sender customer number, i.e. the customer number in the shipping agent system for the Enterprise company. When the freight document header for DOC04 is created, this number is retrieved from the shipping agent/freight document file.
- Receiver customer no
- This field displays the receiver customer number, i.e. the customer number in the shipping agent system for the customer for which the freight document is created. When freight document header for DOC04 is created, this number is retrieved from the Business partner maintenance, Receiver customer number file.
- Sender reference
- Identifies the employee who received the order from the customer. This value is retrieved from the Freight standard value table.
- Recipient reference
- Identifies the person who ordered the goods. This value is defined in the Freight standard value table.
- Goods marking
- Displays the goods marking from the Freight standard value table, but can be changed. Enter the goods marking indicating an identification of the package. The information will be printed on the third-party freight document.
- Delivery instruction
- Indicates the delivery instructions, e.g., if the goods are fragile and should be handled with care. This information is defaulted from the Freight standard value table.
Third-party freight document maintenance, Header information, Part 3 (DIR37703)
This is the third panel where you can continue to maintain freight document header information that is to be transferred to a third-party software for further handling and printout.
Function keys
- Customer
- Indicates the customer’s name and number.
- Address number
- Indicates the customer’s delivery address. This value is defined in the Business partner file, Address panel.
- Shipping agent
- Document
- Indicates the selected type of freight document.
- Special packing inst
- Indicates any special packing instructions as to how the goods should be kept during the transportation, e.g., cold or warm. This value is defaulted from the Freight standard value table.
- Special observations
- Indicates any special observations. This value is defaulted from the Freight standard value table.
- Special agreements
- Information is only displayed in this field if a special agreement has been defined in the Freight standard value table. Specifies the details of the special agreement.
- Payment directions
- Information is only displayed in this field if a special method of payment has been defined in the Freight standard value table. Specifies the payment direction details.
- Customs decl ag desc
- Enter the customs declaration agent description, if applicable.