CagoPoint June 2004 Enhancements
BAMS – NEW Feature: “My Filter”
ACM – Enhancement on tab “2.Shipping”
TradePoint Systems Page 1
A KeWill Company
June 7, 2004
The “Vessel/Plane” field labels;
The Export and Arrival date order, and information is re-arranged to present more clearly.
TradePoint Systems Page 1
A KeWill Company
June 7, 2004
CHB – Enhancement to Filter settings: Entry Status
Client’s Table – Enhancement to filtering/searching
A very important tool is added to assist in searching for existing clients whereby data entered into one or more fields can be searched with a logical “and/or” option (Default = just a single field search)
REMINDER: Before creating/adding a new client, it is advisable to search all clients to ensure that it does not exist under a similar name or address.
BAMS – Enhancement – “Time Definite” Date/Time field
At the very bottom of the BAMS “Header”
A new optional field is added to allow users to record the “Time Definite” required delivery date.
Enter per shipment as needed. This represents the Date/Time by which the freight must be delivered in order to meet Service Level requirements or “promised delivery by” a certain date/time.
In connection with Time Definite: two new user-defined tables are available to record the Service Level and type of Transportation Service. The two fields, Service Level and Transportaiton Service have been added to BreakBulk’s Query Builder for your convenience.
BAMS - Enhancement – Additional Preset Charges button
The “Standard Charges” buttons have been re-labeled to more accurately reflect the functionality of creating “Preset Charges” by Bill to code. A button exists for both Prepaid and Collect so it is no longer necessary to click the desired line to activate the Charges button.
Bill to Specific Information – Preset Charges
The first phase of several planned improvements to the Preset Charges table is now effective:
IMPORTANT NOTE: Leave fields like Application, Branch, MOT, CO, Entry Type, EMPTY unless it is desired to RESTRICT the charges to some specific setting: for example below: T3001 Messenger Service will ONLY apply to CHB invoices where the CHB MOT = 10.
Scroll the window to the right to see more options as shown below: MIMIMUM / MAXIMUM has been added as well as formulas to calculate CHB fees per Additional Invoices and/or Tariffs.
CHB – Bug Fix: POA field
If the POA for a Partnership expires WITHIN two years from today’s date; that date can now be entered and saved.
REMARKS / TEMPLATES
In order to set the option of “Print Always” the user must now be a system administrator as this will apply the change to all documents everywhere. If one branch desires a remark on a particular document printed in a specific Branch, the Branch code can be input in the “BranchCode” column at the far right.
CHB - Change in Team Requirement
TradePoint Systems Page 1
A KeWill Company
June 7, 2004
TradePoint Systems Page 1
A KeWill Company
June 7, 2004
CHB – Enhancements to CF7501 Line Screen
Several new features are available on the CF7501 Line Header Screen:
1) New button for “EPA” where EPA related items can be entered; Message Templates created and attached. The corresponding EPA Form 3540 is also available for printing from within CHB.
2) New box for capturing the LINE DETAILS. The MAIN PURPOSE here is for capture of the data from EDI feeds and to “feed” this line item detail to the Aii (Automated Invoice Interface) module where the data is required by Customs within context of Aii. Note that the fields are optional (recommended if doing Aii) and that if the data is input on the Tariff level the button [Tariff Values] is available to bring the data from the Tariff Line(s) and rolled up to the Entry Line.
BAMS - Enhancement to date field
CHB – NEW FDA-PN indicator and logic for PN on basis of Product Code
CHB – NEW FDA-PN on PRODUCT CODE
CHB – FDA Product Code Query
Please see document FDA and FDA-PN Indicator Enhancements, dated April 2004 for more information.
CHB – Delivery Order Change
On the bottom of the CHB DO screen the fields have been re-labeled to clarify intent and purpose of the fields to record the “who” and “when” of physical delivery of the cargo at place of ultimate destination.
The intention is to enter this information “after” the fact as a “Proof of Delivery”
The label is “Received” on the main DO window:
The information may be viewed under CHB> Recaps>
Use the drop-down to display POD details.
CHB – Printing A/R invoices – Enhancement
CHB – Enhancements to the Recaps screen (to view ANY Entry)
From menu:
CHB>
RECAPS screen:>
View/Edit entry recaps
è New Feature: [GoTo Entry] is in parallel to the BAMS function [Go to Shipment]
If the entry belongs to a different branch/department than the user’s current session and the user has rights in that branch, [GoTo Entry] is available. On selection the user must click [Re-Login] button.
BAMS - new fields on the A/R Invoice tab
Two new fields are added to the A/R Invoice screen on Tab 1 - “Service Level” & “Transport Service”
The tables behind these new fields are user-driven. The values feed forward from BAMS shipments where data is entered on Tab “6.Other”
The new fields “Service Level” and “Transport Service” can be used in CHB also if needed and appear as above on the CHB A/R invoice form.
BAMS - Major enhancement to Filter / Search
CHB – New Feature on tab “1. Parties” for Goods Description by Importer Field
New table by importer to allow selection from a pick-list of previously used “Goods Descriptions” This is a great productivity saver and also keeps the 3461 Description of Goods consistent.
BAMS – New Business Logic: MONTHLY FILE
CHB/BAMS – Added Trucker code to Containers table.
CHB – Enhancement to MID table
The “linked” shipper/manufacturer client code is now a searchable field.
CHB – Enhancement to Delivery Order information screen
Three new “summary” fields are added to show Delivered and Undelivered Quantities:
BAMS: New Features: [COPY CONSOL] [COPY HOUSE]
When creating a NEW MASTER after the MASTER number is input, if this MASTER number already exists (for any branch) in the system, the new option [Copy Consol] is available.
Select this option to “COPY” the ENTIRE Consolidation:
MASTER and ONE or ALL HOUSES: if more than one House exists, the display will show all.
Use the [+] [-] buttons to select all or deselect all. Hold down the keyboard
CTRL key and click Houses desired
The copy function must be confirmed.
If the user has Accounting rights in the source file’s branch, the user is given the option to “Copy Accounting Details” [BAMS tab “4. Accounting”]
If the accounting line detail is desired in the NEW shipment, check the box.
The same functionality exists at the individual HOUSE level
When adding new House: if the HOUSE number matches existing system house number the “Duplicate” warning is given and now the user has the option to “Copy” the existing house. CAUTION: make sure if there are several duplicates that the correct one is selected. House numbers are repeated.
ACM: File Number range and Invoice number range expiry notification/warning system via screen and email alerts messages.
BAMS – Enhancement to DATE fields:
TradePoint Systems Page 1
A KeWill Company
June 7, 2004