Booking

When you open a Booking it will default to the newest inserted. If you need another Booking simply insert the Booking No. field and press tab.

You can also press the Query-button and a new screen opens for you to insert the Query criteria.

If you want to create a new Booking press the New-button.

Book No.	This is a unique reference for this Booking, and will be assigned by the system. You can search an existing Booking very easily by inserting the Booking No. and then press tab.
Book Type	Choose between Less Load, Full Load or Domestic.
Svc	The Service will take the default from the Profile setting, but you can select another using the drop-down list. Or you can type in the new Service Code using the "+".
File	If you wish to add the Booking to an existing File start entering the File No. and a list of existing files will appear. Please note that you have to press tab to insert the selected File number into the booking. If you wish to create a new File press the "+" and a new screen will open where you can insert Opening Date. Please note that this is possible only for Book Type Full Load. The File No. will be Auto-assigned. In the fields Carrier, Reg. No. 1, Reg. No. 2 you can start typing the Name and the system will display a list with matching names. To insert Date use the Calender-button or write the date manually.

Pos

The Position No. will indicate the number the Booking has on the File. Leave it empty and the system will assign next available.

Imp/Exp

Choose between None, Import, Export, Transit.

Date

The Date will be Auto-assigned, but if you want to use another Date use the Calender-button, or write manually.

Event Status

You can set the system up to inform a Booking Status depending on the steps you design the Booking to move in. Setup is made under the Event system.

Booking Status

Will be Auto-assigned to Open.

Shipper	Start typing either the Customer number or Name and the system will display a list of matching names. To create a new Customer press the -button. When finished press Save [F8].
Consignee	Start typing either the Customer number or Name and the system will display a list of matching names. To create a new Customer press the -button. When finished press Save [F8].
Customer	Start typing either the Customer number or Name and the system will display a list of matching names. To create a new Customer press the -button. When finished press Save [F8].
Supplier	Start typing either the Customer number or Name and the system will display a list of matching names. To create a new Customer press the -button. When finished press Save [F8].
Delivery	Start typing either the Customer number or Name and the system will display a list of matching names. To create a new Customer press the -button. When finished press Save [F8].
Agent	Start typing either the Customer number or Name and the system will display a list of matching names. To create a new Customer press the -button. When finished press Save [F8].

Advanced Search	If you want a more detailed search for part from the Customer File instead of typing Customer number or Name press Ctrl + F which will open the advanced search screen to pinpoint the desired part:

	Any combination of the search filter(s) set will look up any part in the Customer File matching the criteria. Once part is found simply double click the part in the list (in case of multiple matches) and it will be inserted to the booking.

For all parties you are able to create an Address, only to be used in this Booking. Press the -button. When finished press Save [F8].

Terms	Drop-down list available. If you want to create new Terms press "+", and then press Add [F2]. When finished press Save [F8].
Terms Text	Filled out on the basis of the field Terms. Extra text can be inserted.
Your Ref.	Type Ref. from Customer. Used for Invoice/Credit Note/Settlement.
LRN	Local Ref. No. used for identification using the Danish Customs integration. Number is auto-assigned by system.
MRN	Master Ref. No. from the Customs Authorities.
Quote No.	Drop-down list available if Quote has been made for the Customer and the Service. Press the L-button to activate the Quote.
Carrier Quote	Will be Auto-assigned by the system when a matching Quote has been linked.
Our Ref.	Auto-assigned based on the user logged on. Can be amended manually to another user.
Branch	Auto-assigned based on the user logged on. Can be amended manually to another Branch.
Activity	Drop-down list available. If you want to create new Activity "+", and then press Add [F2]. When finished press Save [F8].

Cargo section tab

In the Cargo section we have made it possible to insert the most frequently used information directly in the Cargo Line, while additional information can be inserted pressing

the buttons below the Cargo Lines. When pressing one of these buttons the details will be attached to the Cargo Line highlighted.

To add a new Cargo Line press Add [F2]. To copy an existing Cargo Line press the Copy Cargo-button, and to delete a Cargo Line press the Delete-button [F9].

Item No.	System will assign the next available number for the Cargo Line. Apart from showing the number of Cargo Lines this number can be used in the Haulage tab-sheet.
Marks	Insert the Marks and No. for the cargo. If there are multiple Marks and No. lines press the -button. For inserting blank lines, press Space and Return. You can reorganize the buttons pressing up and down, or delete a highlighted line. Press OK to return to the Cargo Lines.
Pkg.	Insert the number of Packages in the Cargo Line. If you need to register Inner Packing for Hazardous Cargo then press the -button and a new screen opens, where input is possible.
Pkg. Type	Insert the Type of Packing from the drop-down list displaying values from the Package Types tables. If you need to control these codes are always used, you can set a switch in the Service Register. If you want to add a new Package Type press "+" and press Add [F2]. When finished press Save [F8].
Description	Type the description of the cargo. If you want to save the Description press the -button, and press Add. When finished press OK.
Kos.	Cargo Gross Weight.
Volume	The total Volume of the cargo.
Unit	Start typing the Volume Unit to be used and the drop-down will display the values. If you want to create a new Volume Unit press the "+" and press Add [F2].
Status	Choose from the drop-down list, Direct, Warehouse, Stored.
Pallets	Insert the number of pallets.
Type	Start typing the Type of Pallets and the drop-down will display the values. If you want to create a new Volume Unit press the "+" and press Add [F2]. When finished press OK or [F8].
Exchange	Insert the number of pallets to be exchanged.

ADR/IMCO/Temp-button

When pressing the IMCO-button the screen will open with the details of the Cargo Position highlighted.

You can shift Cargo Position pressing the arrows.

The first line will display the details of the Cargo Position you are going to add ARD/IMCO/temp details for.

Press to get back to the Cargo Position.

MRN/Customs-button

In this section you can add customs information for each Cargo Position. Information on shipment level will be added in the Customs Info tab-sheet.

When pressing the button the screen will open with the details of the Cargo Position highlighted. You can shift Cargo Position pressing the arrows.

Tariff ID.	Insert a valid Taric Code from the drop-down list displaying values from the Taric Register.
Text	Is automatically filled in when the Taric Code is selected. The text displayed is Text 1 from the Taric Register.
Origin	Select the Country of Origin from the drop-down list displaying values from the Code File Countries.
Procedure	Insert the Procedure Code.
Suppl.U	Insert the value for Supplementary Units if applicable.
Statistical value	Insert the value for the Statistical Value of the cargo.
T-Status	Select the correct T-Status for the shipment. The default is set in the Service Register.
Pref.Code	Select the Preference Code from the drop-down list displaying valid values from the Code File Preference Codes.
Sensitive	If the cargo is sensitive then insert the number of sensitive packages.
Pkgs	If the cargo is sensitive then insert the Type of Packing.
Chrg. Weight	Chargeable Weight is calculated by system when entering no of packages and dimensions.
Length	Insert lenght of cargo (cm).
Width	Insert width of cargo (cm).
Height	Insert height of cargo (cm).
VAB	'Varebestemmelseskode' / Trade Regulations. Insert the required Trade Regulations from the drop-down list. If you want to create a new press "+".

In the next block you can insert additional information required for the customs procedure. Depending on the procedure you can choose between different information.

Press the Add-button and a new line will open.

Type	Select the Type of information you wish to add from the drop-down list.
Code	If a Document Code is chosen you need to select a Document Type in the Code field.
Ref.Number	Insert the Document Number - or if MRN the MRN No.
C	If the MRN is complete check the box.

Press the Save-button [F8] or Add [F2] if you wish to insert additional customs information.

Press to get back to the Cargo Position.

Customs/Add. tab

In the Customs/Add tab-sheet additional details for the customs declaration/Intrastat is inserted.

Exp. Decl.	Insert official declaration code for the Export Declaration.
EU Decl.	Insert official declaration code for the EU Declaration.
Transit	Insert official transit code for the export Declaration.
Special	Insert official code for the export Declaration.
Intra/Std	Choose None, Yes, No, if information is for Intrastat report.
Ctr	Choose None, Yes, No, if cargo is loaded in Container or not.
Storage	Choose from the drop-down list to select, authorized cargo storage location. If you want to create a new Storage location press the "+".
	Now you can both Search and add a new Cargo Storage Code. Press Add [F2], and when finished press OK or [F8].
Cargo Storage Code	Internal code for the authorized Storage location.
Text 1	Insert name of the authorized Storage location.
Text 2	Insert the authorization code of the Storage location.
Act/Exp	Select whether following date/time is Actual or Expected.
Date	Insert the Date or use the Calendar-button.
Time	Insert the Time or use the Clock-button.

Inv. Type	Insert invoice type, to create new code press "+".
Inv. Currency	Start typing the Customs currency and the drop-down list will be available. If you want to create a new code press the "+". It is possible to Search Country Code, and create a new Country Code. To create a new Country Code press Add [F2]. When finished press [F8].
Inv. Amount	Insert the Amount.
Inv. Date	Insert the Date, or use the Calendar-button.
Inv. Number	Insert the number.

Value Curr.	Insert the Currency, or choose from the drop-down list. If you want to create a new Currency press the "+". Press Add [F2] to create a new Currency and press Save [F8[ when finished.
Value	Cargo value for insurance purposes etc.
Customs Ref.	Insert Customs Reference if available. Not mandatory.
Customs Clearance	Insert the responsible representative for the Custom Clearance.
Supplementary Info	Free text field to be used for further information.

NCTS block

Press Add [F2] to

Curr.	Field used for NCTS (T-doc.). Insert the used Currency from the drop-down list. If you want to create a new Currency press "+".
GRN	Field used for NCTS (T-doc.). Insert the GRN number.
Access	Field used for NCTS (T-doc.). Insert the Access number. Maximum of 4 characters.
Other	Field used for NCTS (T-doc.). Insert text if required.
Curr.	Field used for NCTS (T-doc.). Insert the used Currency from the drop-down list. If you want to create a new Currency press "+".
Amount	Field used for NCTS (T-doc.). Insert the amount for the current shipment for the guarantee.

Remarks tab

In this sheet you can insert text and direct it to a specific report/document.

Type	From the drop-down list you can decide in which document the remark(s) shall be printed.
At	In this drop-down list you can select a set of remarks from the Remarks table.
Code	If you select a full set of remarks from the Remarks table this will have a default. But you can amend to another value in the drop-down list displaying codes from the Remark Code table.
Text	Insert the text you want to print in the document. If you have linked from the Remarks table it will be inserted automatically.

Haulage tab

In this section you can add information for ordering local pick up or delivery of the shipment.

Haulage	Select if haulage is arranged by Agent, Carrier or Merchant.
Haulage Type	Haulage Type Information. For instance DT for 'Delivery terminal or PU for Pickup at Client. You can create your own types in the Haulage Type table.
Haulier	Select a valid Carrier from the drop-down list displaying values from the Code File Carrier. If missing, you can create directly in the Code File Carrier, pressing the "+".
Line	This will be assigned by the system for the next available line in this Booking. You can issue multiple haulages from this screen.
Waybill	If you have created a Sequence in the table Transport Document No. the system will select next available when printing the document. You can add manually as well.
Agreement No.	Possibility to the Haulier Quote No. if received.
Agreed Curr.	Select the Currency in which the transport will be invoiced. You can select a valid value from the drop-down list displaying values from the Currencies table.
Agreed Rate	Possibility to insert the rate agreed for the trucking.
Haulier Book No.	If you exchange EDI with the Haulier this field is reserved for the Booking No. returned from the Haulier.
Trailer No.	If you exchange EDI with the Haulier this field is reserved for the Trailer No. returned from the Haulier.
Date	If you exchange EDI with the Haulier this field is reserved for the confirmed Haulage Date.
Time	If you exchange EDI with the Haulier this field is reserved for the confirmed Haulage Time.
Status	System will update the status as the Haulage Booking proceeds through the system.

In the next line the loading information is inserted - where the cargo shall be loaded and when.

Party Type/ Name

In this drop-down list you can select where to load if the address is already inserted in the Parties block above.

When selecting a Party the system will insert the details.

You can select a predefined Loading Address from the Address List on the Customer via the Select Addr.-button, or

you can also leave Type empty and insert the details manually.

Name

When selecting Type, the Name of the Party will be inserted, but you can amend manually as well.

Contact

If the Loading Address is in the Customer Register you can select a Contact Name from the Customer Contacts.

Addr 1+ 2+ 3 + Zip + City + Country, etc.…

When selecting Type, the Address of the Party will be inserted, but you can amend manually as well.

Date

Insert the Date when cargo has to be loaded or unloaded.

Time

Insert the Time when cargo has to be loaded or unloaded.

Freight Payer

Here you can indicate who shall pay for the haulage. Start typing the Name and the system will display a drop-down list with matching names.

Remarks

Insert Remarks if needed.

In the last section you can add the details of the cargo pressing one of the two buttons or delete cargo.

Pressing Add Entry will open a new screen displaying the various cargo positions in the Booking.

Select the one you will issue haulage for and press OK, and the system will insert the details in the Haulage tab.

Pressing Add Cargo will simply open a new line for manual input.

Item No.	Links to the Cargo Section Item No. When selected the system will copy the details from this Item No. in the Cargo section, when you use Add Entry.
Pkgs	Display the number of Packages. Can be amended manually.
Pkg. Type	Display the Packages Unit. Can be amended manually.
Description	Input Cargo Description.
Kos	Display the weight of the cargo. Can be amended manually.
Volume	Display the measurement. Can be amended manually.
Unit	Display the Measurement Unit. Can be amended manually selecting another valid value from the drop-down list displaying units from the Code File Volume Unit.
Pallets	Number of pallets. Can be amended manually.
Pallet types	Input Pallet Type from the Pallet Type table. Pallet types can be updated via "+"

CMR/Borders tab

In the CMR/Borders tab-sheet it is possible to

Invoice tab-sheet

In the invoice tab you can create Multiple Invoices, Credit Notes, Settlements, Internal Invoices and Group Invoices.

If you have linked a Quote you can simply press the Auto Invoice-button and the system will insert the invoice to the Customer. Pressing the Auto Estimate will insert

the estimate(s) in the Quote cost part. If you did not link a Quote then press the Add-button [F2] and a new line will open.

Order	Will display each Invoice made with a unique Order No.
Type	Select the Type of Document you wish to issue. Default will always be Invoice or Group Invoice if indicated in the Customer Register. If you need to insert an Estimate, the Type must be Settlement and status at the end of the line Estimate.
Reason	If issuing a Credit Note you may wish to see the reason. If this is the case then select a valid value from the drop-down list displaying values from the Code File Reason Code. You may even be forced to insert a Code before issuing a Credit Note if the setting in the Allow credit with reason is chosen in the Company Register. These settings are controlled by the accounting department.
Deb/Cre	Will default from the Customer in the Parties section but you can amend by overwriting. You will only be able to insert a Party having a valid Debtor Group in the Customer Register.
Curr.	Will default from the Customer Register in the Debtor Curr. You can amend this manually choosing another Currency in the drop-down list.
Book	If you choose Internal Invoice in Type you can issue an Invoice from this Booking to another Booking. Insert the receiving Booking No. here, or go to the next field.
Svc	If you choose Internal Invoice in Type you can issue an Invoice from this Booking to another File. Select a valid Service from the drop-down list, and go to the next field and insert File No.
File	If you choose Internal Invoice in Type you must insert the File No. here. This will be automatically inserted if you already added the Booking No.
T.O.P.	The Terms of Payment will default from the Customer Register in the Debtor T.o. Paym. If allowed internally you can adjust manually.
Due Date	Will be inserted automatically when the invoice is printed after the rules stipulated in the Service register.
Svc.Date	Legal requirement in Poland and Baltic countries for VAT reporting purpose.
Job No.	Can combine result for several Modules (Air, Sea etc.) projects via unique Job. No.

Status	Will show the status of the Invoice or Estimate
Inv.No	The invoice number will be assigned when the invoice is printed.
OurRefID	Indicates who issued the invoice.

Show PDF	If you send E-mail invoices it will be shown here after Invoice Distribution is executed by finance provided the customer set up is for E-mail Invoice

Now press the Invoice Details-button

Now you can insert the Invoice Lines by pressing the Add item-button or use the Charge Chains function.

A new line opens for input.

Charge

Use the drop-down list to select a valid Charge Code from the Charges Register.

Depending on the creation of the charges the system will now insert the default values from the selected Charge. You can amend each field manually if needed.

Please refer to the Charges Calculation Type section for explanation of the setup.

Press Add Item to insert another line if needed, or OK to return to the Invoice header.

While in the Invoice tab sheet press the Print-button and the Invoice will be printed.

Events tab

The Event tab will show the system and manual events (if any generated) for the Booking.

For guideline, how to define/setup Events, look at Event Configuration, Book Event Status and Book Event Configuration.

Booking Template

If you want to create a new Booking using a template - press Booking Templates.

A template in the list can now be converted into a new Booking by clicking the Use-button or you can click the Edit-button to adjust the template.

You are also able to delete a template.

Remember to click on the Save-button [F8] when saving an edited template – not the Save as Template, which will create a new template.

If your system configuration uses skinning on required fields, these skin-settings will be skipped in the template and only applied in for the real Booking.

The Booking Type indicator to show as Template, when editing a booking template.

If you want to create a template - press Save as Template.

When you have a Booking which will reoccur frequently, you can save it as a template for future use.

The template is a normal Booking, but with a Booking Status Template, which will be excluded from statistics.

Save a relevant Booking using Save as Template.