File

In Road the File is considered as the profit center of this/these shipments moving together.

Press the Add-button [F2] and a new line will open for input, or press Query to search for a File.

Svc	Insert Service. Start typing the Name of the Service and a list of values will display or use the drop-down list.
File No.	Will be Auto-assigned by the system.
Imp/Exp	Choose from the drop-down list if it is Import or Export.
File Period	Date is Auto-assigned to Today's Date. If the Date is e.g. 27-10-2018 the period will be 1810.
Status	Will display the Status of the File.
Closed Date	Will display the Date when the File has been closed - if it is closed.
Activity	Start typing the Code of the Activity and a list of values will display or use the drop-down list. If you want to create a new Activity press "+".
Project No.	Insert Project No. if the File is connected to a Project.
Our Ref	Default as the user logged on to the system. Can be amended.
Carrier	Start typing the Name of the Carrier and a list of values will display.
Nat.	Will be Auto-assigned by the system from the Carrier field.
Inland Trp.	Standard Customs Code for Transport Type. Start typing the Code or the Name of the Code and a list of values will display, or use the drop-down list. If you want to create a new Transport Type press "+".
Trp. Border	Standard Customs Code for Transport Type. Start typing the Code or the Name of the Code and a list of values will display, or use the drop-down list. If you want to create a new Transport Type press "+".
Reg. No.	Insert the Registration No. from the Truck.
Reg. No.	Insert the Registration No. from the Trailer.
ID Trp. Cross Border	Insert the Registration No. from the Truck or Trailer for customs purposes.
Nat.	Will be Auto-assigned by the system. Can be amended by typing the Name of the Country or by using the drop-down list.
NCTS	If authorized by authorities select Authorized.
From	Free text field.
To	Free text field.
ETD	Insert an Estimated Date for Departure or use the Calender-button.
ETA	Insert an Estimated Date for Arrival or use the Calendar-button.
Cust. Place	Start typing the Name of the Customs Place or the Code and a list of values will display. If you want to create a new Customs Place press "+".
Cust. office	Start typing the Name of the Customs Office or the Code and a list of values will display. If you want to create a new Customs Office press "+".
Load. place	Will be Auto-assigned by the system.
EQ Type	Choose from the drop-down list and a list of values will display. If you want to create a new Equipment Type press "+".
Driver	Start typing the initials of the Driver or use the drop-down list and a list of values will display. If you want to create a new Driver press "+".
Remark	Free text field.
Remark2	Free text field.

Agents tab-sheet

In this window you can insert information regarding connected agents and the border crossing Route for the vehicle.

Load	Will be Auto-assigned by the system.
Agent	Start typing the Name of the connected Agent and a list of values will display.
Route	Start typing the Name or Code of the created Route for the vehicle and a list of values will display. If you want to create a new Route press "+".
Cust. office 1-6	Transit Customs offices. Start typing the Name of the Customs Office or the Code and a list of values will display. If you want to create a new Customs Office press "+".
Country 1-6	Insert the Country Code for the Customs Office. Start typing the Name of the Country or the Code and a list of values will display. If you want to create a new Country press "+".
Dest	Insert the final Customs Office. Start typing the Name of the Customs Office or the Code and a list of values will display. If you want to create a new Customs Office press "+".

ROE/Customs tab-sheet

Invoice Code	Here you choose from the drop-down list which Code is to be used for the invoicing.
Date	Insert the Date or use the Calender-button. Only to be used if you choose Type Date in Invoice Code.
ROE Principle	Choose from the drop-down list which principle you want to use for the File.

Expected Profit tab-sheet

Press Add [F2] to add a new line of Expected Profit or press Auto Gen if you want to see an existing Expected Profit.

Grp.	Choose from the drop-down list and a list of values will display.
Text	Will be Auto-assigned by the system from the Grp. field.
Nom. Debit	Will be Auto-assigned by the system. Can be amended by using the drop-down list.
Nom. Credit	Will be Auto-assigned by the system. Can be amended by using the drop-down list.
Act	Will be Auto-assigned by the system from the Activity field in the top block. Can be amended by using the drop-down list.
Branch	Will be Auto-assigned by the system. Can be amended by using the drop-down list.
Debit	If you have made charges for the Customer it will be Auto-assigned. If not type in the amount.
Credit	If you have made charges for the Customer it will be Auto-assigned. If not type in the amount.

File Posts tab-sheet

In this window the File posts will be displayed.

Settlement tab-sheet

In this window you can create settlements for the File and upload documents to the File.

To add a new Item press the Add Item-button [F2] and when finished press Save [F8].

Charge	Choose from the drop-down list and a list of values will display.
Sub	Insert a number (1-9) for the calculation of the rate for the agent. This will be used for the agents.
Text	Will be Auto-assigned by the system from the Charge field.
Nos	Insert the number to be charged.
Unit	Start typing the Name of the Unit and a list of values will display. If you want to create a new Unit press "+".
Rate	Insert the Rate you want to charge per Unit.
Curr	Start typing the Name of the Currency and a list of values will display. If you want to create a new Unit press "+".
Cost	N.A.
Total	Will be Auto-assigned by the system.
VAT-Code	Choose from the drop-down list and a list of values will display.
Activity	Start typing the Name of the Activity or the Code and a list of values will display.

Related Bookings tab-sheet

In this window you are able to view bookings from the File - if any, and by marking a Booking you can view it or amend it, by pressing the Open Booking-button.

Select a Booking and press button Open Booking to open.