Control Tower v22.0.0 - Operations Guide
Companies Relation |
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In this module companies and their roles can be linked together.
Menu Navigation: System Management > Community > Company Relation
Modify / Remove
1.To modify or remove the relation, select the record from the list.
2.It displays the COMPANY RELATION screen where the user can modify or remove the process.
3.To remove the relation, click [REMOVE].
4.To update the modifications, click [SAVE].
5.To navigate back to COMPANY RELATION list all screen, click [BACK].
Note: A Company Relation cannot be removed if the company relation record is in use.
Add New Relationship
1.To add a new relation, go to System Management > Community > Company Relation > New Relationship.
2.Enter/Select the relation details on the new CONSIGNEE screen and click [SAVE].
Note: To know how to Search , Add or Modify, click here.
Field Descriptions:
Field Name |
Authorization |
Description |
Company |
Mandatory |
The users can look-up for a company entering Name/Nick Name/City/Company Code which lists down matching companies. |
Role |
Mandatory |
Select the company role from the drop-down menu (which pulls in the criteria attached to the role in the company relation). |
Customer |
Optional |
Enter name of the customer. This field is only to be used if the user is either a Shipper or a Consignee. |
Optional |
Enter the email id of the company. |
|
Start Transport Order Level |
Optional |
This is the option based on which the P.O items are transferred to T.O. The values include “P.O Item and P.O Confirmation”. Click the radio button to select the start shipment order level. |
Consolidate P.O. Confirmations |
Optional |
This Shipper can consolidate the selected P.O. Confirmations and dispatch into a single T.O. Item. Select the switch Yes or No to Consolidate P.O. Confirmations and dispatch into a single T.O. Item. |
Single Supplier per Transport Order |
Optional |
This is the option based on which the there is a single supplier per transport order level. Select the switch Yes or No to select the single supplier per order level. |
Single Consignee per Transport Order |
Optional |
This is the option based on which the there is a single consignee per transport order level. Select the switch Yes or No to select the single consignee per order level. |
Receive Remark |
Optional |
Select the switch Yes or No depending on receive remarks. |
Start T.O without P.O info. |
Optional |
Select the switch Yes or No to select start T.O without P.O information. |
Start T.O with relation to P.O |
Optional |
Select the switch Yes or No to select start T.O with relation to P.O. |
PO Auto Update |
Optional |
Select the switch Yes or No to select PO auto update |
PO to TO Auto Refresh |
Optional |
Select the switch Yes or No to select PO to TO auto refresh. |
Delegation |
Optional |
Select the switch Yes or No. If the Delegation switch is set to Yes, then only companies created with the Type Company and the Company name marked as Branch records will flow in the Company field. The Company Type created as Head Office records will not flow in the Company field. If the Delegation switch is set to No, then all the created companies will flow in the Company Relation screen. |
Description |
Optional |
Enter the description. |
Allow Notification |
Optional |
Select the switch Yes or No to allow notification to be triggered to the particular Company Relation. |
