OrderentryBatch2 < Cargooffice

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---++ Overview of Batch Orders

%TOC{depth="6"}%
---+++ About
   * _Overview of Batch Orders_ facility is especialy created for customers.
   * Customers are able to pre-store their Cargo Office orders (status: batchentry) and to send their orders definitely at any desired moment afterwards (status: sent).<br />This is often used, so:<br />
      * Rush- and peak-hours for customers can be made less stressfull because they did most of their entries beforehand.
      * Orders can be checked later (by different users of the same customer) before it is made a definite order.
      * Transport companies are informed beforehand of the expected requests of their customers.
   * Most functionality of overview of Batch Orders is described in [[TracktraceOrderoverview][Active shipments]].
   * Differences are:<br />
      * Batch orders have to be sent before default actions of Cargo Office functionality can be triggered, like sending an export file to the transporters' TMS-software or email address.
      * Customers are able to upload order files (CSV, XML, XLS) directly from _Overview of Batch Orders_.<br />
         * The format of these files need an agreed on logic to be parsed correctly.
         * Check [[EdiHowto][EDI documentation]] or ask Cargo Office Programmers about your options.
---+++ Where to find
   * _Overview of Batch Orders_ is found at:
      * For customers: Front Office -&gt; Orderentry -&gt; Overview of Batch Orders
      * For Cargo Office staff: Back Office -&gt; Shipments -&gt; Batch Shipments -&gt; Batch Overview
---+++ Description

<img alt="batchoverview01.png" height="359" src="%ATTACHURL%/batchoverview01.png" title="batchoverview01.png" width="1204" />

   * 1. Enter a new Batch order.
   * 2. Back Office staff users have the ability to select a customer. <br />
      * Customers (in Front Office) only see their own orders.
      * Options are available to display orders of other customers, but then these customers have to be related with alternative customerID's.
   * 3. Selection of orders by date range. In general this selection is made on Delivery Date.
   * 4. Selection of orders by filter.<br />
      * Filters can be defined [[FilterDescription][here]].
      * Please *note*: some Cargo Offices do not have this functionality. If requested contact Cargo Office Programmers.
   * 5. Selection of orders by scending or descending. <br />
      * This function selects the most deep coloured column heading first.
   * 6. Click _Search_ to trigger the above described selections.
   * 7. Upload order file.<br />
      * The format of these files need an agreed on logic to be parsed correctly.
      * Check [[EdiHowto][EDI documentation]] or ask Cargo Office Programmers about your options.
   * 8. Every order can be selected by checkbox.<br />
      * Multiple orders can be selected by clicking multiple checkboxes.
      * All orders can be selected (or deselected) by clicking the checkbox on top of the grid.
   * 9. For (multiple) selected orders, certain actions can be triggered.<br />
      * Most actions are described in [[TracktraceOrderoverview][Active Shipments]].
      * Important differences are:<br />
         * You are able to delete batch shipments by clicking: _Delete shipments_.
         * You are able to sent batch shipments (status: batchentry) and make them definite (status: sent).
         * Consequently:<br />
            * The order output file (parameter: [[ParametersOrderentrySpecific#order_OutputType][orderOutputType]]) is sent towards: (parameter: [[ParametersOrderentrySpecific#order_OutputEmailAddress][orderOutputEmailAddress]])
            * [[StatusactionsEditScreen][Status actions]] (if defined) are triggered.
         * *Note*: It is not possible to sent an individual sub-shipment (.01, .02, etc) or base shipment (.00).<br />
            * If one shipment is sent, all connected sub-shipments will be sent as well.
            * If you need to sent shipments seperately, it is better to create a new order without sub-shipments.
      * The amount and type of actions you can use, depends on installed Back Office functionality. <br />
         * Contact Cargo Office Programmers for modification.
   * 10. Details of individual batch orders can be edited as long as they are not sent.
   * 11. Displayed columns can be defined in parameter [[ParametersOrderentryTranslation][orderBatchListColumns]].
   * *Note*, in case you think some orders are missing:<br />
      * Batch orders with pickup dates in the past may not be displayed (or even deleted).
      * Cargo Office considers orders with passed pick-up dates not meaningfull.
      * In case you need a different set-up, contact Cargo Office Programmers. <br /><br />

-- Main.RutgerRutgers - 26 Sep 2006 / 2018-08-10
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I	Attachment	History	Action	Size	Date	Who	Comment
png	batchoverview01.png	r1	manage	64.7 K	2018-08-10 - 14:02	RutgerRutgers	Description Batch Overview
Topic revision: r4 - 2018-08-10 - RutgerRutgers