Introduction
The purpose of the activity types maintenance application is to enable the automatic calculation of income and costs on shipments. These incomes and costs will automatically appear when invoices are created for shipment and as AWB charges when the AWB is printed. This process helps to ensure that all income and costs are accounted for and appear in the job costing records of shipments, leading to accurate profit figures. In order to achieve this automation, an order type exists for every step in the life of a cargo shipment from dispatch to final delivery. Income and cost charges can then be applied to each of these order types as soon as the order is executed such as the generation of a pickup note, the income and costs associated with that order will be automatically added to the shipment record.
Description
The application has a menu bar providing standard actions such as new, edit and delete. An overview of existing activity types is presented showing:
- Order Group (The activity takes place in the context of Air Export, Air Import, Sea Export, Sea Import or Simple shipments or if the activity occurs for all shipments and is therefore a default activity.)
- Context (The activity takes place in the context of master, direct, house shipments or if the activity occurs for all shipments and is therefore a default activity.)
- Branch (The branch to which the activity must occur)
- Customer (The specific customer code to which the activity must apply)
- Name (The full name of the customer to which the activity must apply)
- City (The city where the customer is located)
- Country (The country where the customer is located.)
- Tariff to (The specific customer code to which the activity must apply in combination with the original customer - also see documentation regarding customer in General --> User Interface --> Field types)
There are also filter/search options to limit the list of results shown in the overview.
New
Starts the process of registering a new activity type.
Context
Define the context within which the activity should occur. This is a drop-down menu option that will offer the following contexts:
Context | Explanation |
|---|---|
Master* | All consolidations |
Direct | All direct shipments |
House | All house shipments |
Default | All shipments |
* Back-to-Back shipments correspond to consolidations.
Order Group
Define the context within which the activity should occur. This is a drop-down menu option that will offer the following contexts:
Context | Explanation |
|---|---|
Air Export | All Air Export shipments |
Air Import | All Air Import shipments |
Sea Export | All Sea Export shipments |
| Sea Import | All Sea Import shipments |
| AOG Order | All AOG shipments (from the module NEW AOG) |
| Simple shipment | All simple shipments (from the module Simple shipments) |
n/a | All shipments |
Branch
If the activity is to apply exclusively to a particular branch , this field can be used to search for and store the appropriate branch code.
Customer
If the activity is to apply exclusively to a particular customer , this field can be used to search for and store the appropriate customer. When left blank the activity will apply regardless of the customer.
Tariff to
If the activity is to apply exclusively to a partner in combination to a particular customer , this field can be used to search for and store the appropriate partner. When left blank the activity will apply regardless of the partner. Also see documentation regarding "customer" in General --> User Interface --> Field types
Save
Saves the basic definition of the activity type and proceeds to the definition of income and costs to be applied to order types.
Close
Exits the new activity type definition without saving any data and returns to the overview.
Edit
Opens the activity type highlighted in the overview for editing.
Copy
Copies the activity type highlighted in the overview for a new activity type.
Delete
Deletes the activity type highlighted in the overview. Activity types are not physically deleted, but marked as removed. These removed items can be restored using the show removed option described below.
Refresh
Updates the index to ensure the latest activity type data is visible.
Show removed
Check this box to include any activity types that may have been deleted. These will appear in the list with the Trash icon to the left. The activity type can be restored by highlighting it and then choosing to edit it. This will generate a dialogue window that will ask to confirm the activity type should be restored.
Type to search
This is a search field. Enter one or more keywords to restrict the display of activity types to those containing the keywords.
Selection
The selection of activity types to apply and the consequent income and cost is done using the following logic:
D
Rank | Context | Branch | Customer |
|---|---|---|---|
1 | Master/Direct/House |
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2 | Default |
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3 | Master/Direct/House |
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4 | Default |
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5 | Master/Direct/House |
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6 | Default |
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7 (Default) | Master/Direct/House |
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8 (Default) | Default |
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If no activity type is found matching the 1st rank, then the 2nd rank is used. If no activity type is found matching the 2nd rank then the 3rd rank is used and so on.
Order Types Editor
The editor displays two panels, side by side. The Left hand displays the individual events in the life of the shipment as folders and these correspond to actions within Scope, for example Pickup corresponds to the generation of a pickup note and will generate the associated default income and costs accordingly. When income or costs are added to any of the events shown in the left hand column, the event in the left hand column will be presented with the folder icon and the income and costs will appear beneath the folder with the document icon. This enables multiple sets of income and costs to be associated with each event. Click the "+" sign to the left of a folder icon to see it's documents, or click "-" to hide them. When a folder is highlighted and opened in the left-hand pane, all the document sets and their charges associated with that event will appear in the right hand pane. Click on a document to view the full details of the document and to make changes in the right-hand pane.
Order types and their triggers
Depending on the Order Group you may have the following Order types:
Order Type | Description | Trigger |
|---|---|---|
Pickup | Pickup from the shipper | Creation of a pickup note for Airfreight Export or Seafreight Export Shipment |
Delivery to Export Gateway | Delivery of the export goods from a satellite office to the gateway | Creation of a delivery to gateway transport order for an Air Export or Sea Master Export Shipment |
| Security Measure | Security Check | Creation of an Airfreight Export air export shipment and creation of a Screening Order |
Export Handling | Export Handling | Creation of an Air Export or Sea Export Shipment |
Export Customs | Export customs clearance | Creation of an export declaration for an Air Export or Sea Export Shipment |
Delivery to Terminal | Delivery of cargo to the export terminal | not yet implemented |
Main Carriage Air | main flight details | Finalization of master, back to back or direct flight details for Air Freight Export Shipments |
Main Carriage Sea | main voyage details | Finalization of transport details for Seafreight Export Shipments |
| Main Carriage Road | main carriage simple shipment | Creation of a Simple Shipment |
Pick up from Terminal | Collection from the arrival terminal | Creation of Air Export or Sea Export Shipment if these shipments are a prepaid (PP) shipments. |
Import Customs | Import customs clearance | Creation of an import entry for an Air or Sea Import shipment. In addition if an Air shipment is Incoterm DDP, it will use this activity. |
Import Handling | Import procedures | Creation of an air or Sea Import shipment, in addition Air Freight Export shipments will use this activity of they are "Prepaid" (PP). |
Import Warehouse | Import storage | Creation of an Air Freight Import or Seafreight Import shipment . Air Freight Export shipments will also use this activity type if they are "Prepaid" (PP). |
Delivery to Import Branch | delivery of goods to the import branch | Creation of a "Delivery to Branch" transport order within an import shipment, or within Air Freight Export shipments if the shipment is "Prepaid(PP)" and the import agent and gateway are different. |
Delivery | Delivery to the consignee | Creation of an air or sea delivery order for a shipment. In addition if an Air shipment is Incoterm DDP, it will use this activity. |
Add
Adds a new activity type to the order type highlighted in the hierarchy of order types in the left-hand pane.
Remove
If an order type has been created and charges created, then if the order type is highlighted in the left-hand pane, the Remove function button will be active and can be used to remove the order type.
De/Activate
If an order type has been created and charges created, then if the order type is highlighted in the left-hand pane, the De/Activate function button will be active and can be used to activate and deactivate the marked order type. However this order type will only be enabled/disabled, but not removed from this activity type.
Save
Saves any changes and exits the editor.
Close
Any changes will not be save and the editor will be closed.
Activity types editor
When an activity type has been defined and selected in the left-hand pane, the details are displayed in the right-hand pane. The editor is used to define the name, description and under what circumstances the costs and incomes defined should be applied to the bills of lading, invoices and cost control for the shipment.
Name
The name of the highlighted activity type. This can be user defined.
Description
A complete description of the activity type.
Income / Cost
These two tables display income or cost charges that may have already been applied to the activity type. The columns of the tables show:
- Code - The Charge code
- Name - The full Charge code name
- DGR - Only for DGR shipments
Sync. > / < Sync.
Synchronizes all income charges with those in the cost table, or synchronizes all cost charges with those in the income table.
Edit
Opens a pop-up window for the highlighted charge where a check-box can be used to indicate if the charge is to be applied only to dangerous goods and/or for which Departure and/or Destination, if applicable (eg AMS fee).
Move Up
moves the highlighted charge up the list of charges.
Move Down
moves the highlighted charge down the list of charges.
Add / Remove Income / Costs
This action is used to search and select the charges that are to be included in the income or cost table for the activity type. Existing charges may also be removed from the income or cost tables.
Available Charge Types
This is a search field to find the desired charges using a keyword or code for the charge. If left bank, all available charges appear in the view below, but as search terms are added the list of charges will be filtered and display only those matching the search term.
Chosen Charge Types
All the currently selected charges appear in this display.
Add
Add the selected charge in the available charges view to the list of Chosen Charge Types
Remove
Remove the selected charge from the Chosen Charge Types list.
OK
Saves the list of Chosen Charge Types and exits.
Cancel
Cancels selection of charges without saving changes.
Save
Saves any changes to the activity type and exits.
Close
Cancels any changes to the activity type and exits without saving.