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In the Transportation Management module, it is important to pay attention to some specifications for registering the client, such as the need of filling out the following fields: Postal Code, Area Code, Phone No., Risk and Industry.
It is also possible to register a generic client to be used in a negotiation to handle occasional cases.
Generic Client
The generic client is used when the requested transport client is not found.
The system searches for the generic client code in the following routines:
- Client Contract
This register contains the freight table to apply.
- Customer Profile
This register contains data for generation of invoices and for calculating freight.
- Consignees
This register contains sender, recipient, consignee, and freight debtor and others; streamlining the entry of invoices.
Example of generic client registration:
...
Client Register
...
Code
...
999999
...
Store
...
01
...
Description
...
Generic Client
...
Individual/Legal Entity
...
Legal Entity
...
Trade Name
...
Generic Client
...
Address
...
Av. Paulista, 2006 - 17 º andar
...
State
...
SP
...
Zip Code
...
09700,-000
...
Telephone Number
...
3981-7000
...
Region Code
...
01001
...
Region of Destination
...
São Paulo
...
Payment condition Payment
...
005 (5 days from the date)
...
Risk
...
Risk A
...
Industry
...
000071
...
Description
...
Commerce
Besides, in the Configurator, the content of the MV_CLIGEN parameter must be updated with the code of the generic client/store to be used in the generic contracts of the Transportation Management module.
It is important to fill out the following fields:
- Zip Code
This field used for determining the sequence of delivery.
Delivery sequence can be determined by client or postal code order. When both fields are indicated - Client and Postal Code - in the Points per Sector register, the client has the priority.
- Area Code and Phone Number
These fields are used to identify the transportation requestor in the Pick-up Request and Requestor Register.
- Payment Term:
- Risk
In the Transport Management module, risk analysis is carried out during the processing of the Freight Calculation routine. If the client's credit is not approved, the system does not generate the CTRC (Road Waybill) and blocks the credit request.
- Industry
Filling out this field is important for the system to find the Smart TIO to apply to the freight calculation.
For registering the generic client, the registers associated with it must be properly filled out: Clients Register, Register of Taxation Rules per Client and Register of Taxation Rules.
Considering the generic client register, as shown above, see the example of the taxation rules registration:
...
Register of Taxation Rules per Client
...
Code
...
999999
...
Store
...
01
...
Name
...
Generic Client
...
Doc. Carrier
...
2
...
Waybill Desc.
...
CTRC
...
Tax. Rule
...
01
...
Rule Desc.
...
CTRC
...
Taxation Rules Register
...
Tax. Rule
...
01
...
Description
...
CTRC
...
Freight Type
...
CIF/FOB
...
Item
...
TIO
...
Component
...
Component
Desc.
...
Origin
State
...
Debtor
State
...
Destination
State
...
Industry
...
Description
...
01
...
501
...
01
...
Freight-Weigh
...
SP
...
SP
...
RJ
...
000071
...
Commerce
...
02
...
503
...
01
...
Freight-Weigh
...
SP
...
SP
...
BR
...
000064
...
Car Dealer Network
In this example, see that, for each industry type, a different TIO is applied in the freight value calculation.
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