Uniteam manual

Service Code/Name        

Insert a Code for the Service, followed by a longer text (Name).

Service        

Choose Type of Service for the Service Code.

Booking Type        

Choose Default Booking Type.

Default Service        

Indicate if this shall be the default.

Status                        

If set to No it cannot be used, but it is not deleted from the system.

Manually Assign File No.

Indicate if the system shall assign next available number when creating a File. If No then you have to insert a new File No. when creating a File.

File No.                

Insert the next available File No. for the system to assign automatically.

Incl. Year        

If you wish the system to add the year as prefix to the File No. select Yes.

Incl. Month        

If you wish the system to add the month in the prefix of the File No. select Yes.

Imp/Exp

Indicate if the Service is an Import, Export or Transit service. If it is a mix you can also choose to leave it empty.

Carrier

Insert Default Carrier for the Service

EDI Agent

If the Service is linked to an operation where you exchange EDI it is possible to insert the Code for the EDI Agent in this field. 

Codes are created in the Code File EDI Agent.

ApplyGblSetting        

When creating a new Service you can apply the rules from the [GBL] settings by checking this box in service Global Setting Service.

Frt.Payer

Freight Payer will be set as default receiver in the Invoice.

ROE Table                

When Rates of Exchange are used in the Invoice the system will pick the ROE from the ROE table. You can choose between 

Middle, Sales, Purchase or Middle and Sales rounded up.

ROE Code

This Code is used to determine at which Date the Rate of Exchange shall be selected in the ROE table.

Values are:

• B/L Date (from the booking)
• Type Date - simply type the date manually when creating the File
• B/L Date minus 1 (B/L Date in the Booking minus 1 day)
• B/L Date minus 10 (B/L Date in the Booking minus 10 days)
• Settlement Rate will enable you to insert Rates of Exchange directly in the File.

Recalc. ROE at Invoice Print

When creating the File you can add Rates of Exchange which the system uses when converting currencies. But these can be changed before invoice is printed. If you choose No in Recalculation the system will not make a new check on the Rates of Exchange before issuing the Invoice. Setting it to Yes (Recommended) will do this.

The last option - Invoice Date will always pick the Rates of Exchange from the Invoice Date when the Invoice is printed.

Inv. From Calc.Total        

Values Yes or No. If you select Yes then the rates you have inserted under Freight Charges in the Booking will be inserted automatically in the Invoice on the Booking.

Paym. Terms From        

Here you indicate if the Terms of Payment should be inserted directly in the Invoice or calculated from the data inserted in the Customer table.

Book Reg.Date

Choose a Date used as the Bookings Registration Date. This is used as Registration Date which can calculate the Invoice Date.

All these choices are from the Booking apart from Today's Date.

File Reg.Date        

Choose a Date used as the Files Registration Date. This is used as Registration Date which can calculate the Invoice Date.

Inv.Date From

Select if the Invoice Date should be same as the Registration Date, or simply the Invoice Print Date.

Due Date Calc.        

Select if the Due Date shall be calculated from the Invoice Date or the Registration Date.

Change Due Date

Choose if it shall be possible to amend the Due Date manually.

Copy Inv.                        

If Invoices shall be copied when a Booking is copied then select Yes in this field.

T-Status

Set the default T-status for the customs documents.

Volume Unit

Select the default Volume Unit from the drop-down list. If none exists you can insert using the "+".

File Open date

Select which Date shall determine the File Open Date. The File Open Date decides in which period the profit of the files shall be reported.

Curr. In Chrg

Decide if it is allowed to amend the Currency Code after a Charge has been selected for invoicing.

Autoprint by Inv.

Decide if the system shall automatically print the Arrival and/or Release Note when printing the Invoice.

Manually Assign Pkg Type

Choose if it is allowed by the user to insert Type of Packages manually in the Booking, or if it shall be selected from a drop-down list in the Code File Packages Types.

Freight/Charges

Set the default value for printing charges in the AWB.

Prepaid/Collect

Select the value for Prepaid or Collect.

Issuing Agent

Set the default value for printing the Issuing Agent in the AWB or not.

As Carrier

Free text field for the Name of the Carrier.

As Agent

Free text field for the Name of the Agent. 

Account No.

Free text field for the Account No.

Freight/Charges

Set the default value for printing charges in the AWB.

Prepaid/Collect

Select the value for Prepaid or Collect.

Issuing Agent

Set the default value for printing the Issuing Agent in the AWB or not.

As Carrier

Free text field for the Name of the Carrier.

As Agent

Free text field for the Name of the Agent. 

Account No.

Free text field for the Account No.