Creating carrier master data
You can use the Carrier Masters page as a stand-alone solution to manage your carrier master data if not provided by the ERP system.
Note: If you use the Carrier Masters page as a stand-alone solution, the
CarrierParty BOD
import must be deactivated. To create carrier master data:
- Select Master Data > Carrier Masters.
- Click Create.
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Specify the header information. You can specify all fields except the Last Modified By, Last Import Date, and Accounting Entity fields.
- Carrier
- The carrier is the party undertaking the transport of goods from one point to another.
- Name
- Review or specify the name of the carrier's address.
- DUNS Number
- The Data Universal Numbering System number is a unique nine-digit code that is used to identify companies and group entities within an organization. It is issued at a company's request by the business information provider, Dun & Bradstreet.
- SCAC
- The Standard Carrier Alpha Code (SCAC) is a unique code used to identify transportation companies. It is typically two to four alphabetic letters long.
- Tax ID
- The tax ID is a number used to identify legal persons or businesses. The tax authorities assign the tax numbers to the registered businesses. Your business partners must provide their tax number. Business partners without a tax number are considered to be private persons.
- Carrier Status
- The carrier statuses Open, Closed, Pending, and Deleted are available.
- When editing, select the status of the carrier master data from the drop-down list.
- Effective from Date
- Review or specify the first day on which the master data are valid.
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To add the address data, click Create.
The Carrier Master Address dialog box opens.
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Specify the address information as required:
- Default Address
- Select this check box to mark the address line as primary address of the master data.
- Name
- Specify the name of the master data's address.
- Attention of Name
- This field contains the name of the person the request is directed to.
- Unit
- Specify the name of the unit.
- Floor
- Specify the number of the floor.
- Building
- Specify the number of the building.
- Building Name
- Specify the name of the building.
- Post Office Box
- Specify the post office box.
- Street
- Specify the street name.
- Postal Code
- Specify the postal code of the address.
- City
- Specify the name of the city.
- Country Subdivision
- Specify the country subdivision.
- Country
- Click the Lookup button of the field. Select the country from the dialog box.
- Address Line 1
- This field shows the first part of the address, which is defined by the user or updated based on the address format.
- Generally, this address line contains the street name.
- Address Line 2–6
- These fields show parts of the address, which are defined by the user or updated based on the address format.
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To add customer details, click Customer Data and click Create.
The Customer Master Details pop-up window opens which allows you to add a new line of customer details to the grid.
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Specify the customer details as required:
- Type
- Select Customer from the drop-down list.
- Business Party
- Click the Lookup button of the field. Select a customer from the dialog box.
- Business Party's Accounting Entity
- Shows the accounting entity of the customer. A corporation or a subset of a corporation that is independent in regard to one or more operational functions or accounting functions. An accounting entity produces a P&L and balance sheet from a complete, balanced set of transactions, and is often a legal entity. An accounting entity is defined within a tenant and can contain locations.
- External Number
- Specify the external carrier number used by the customer. The field is used by trading partners on packing slips and waybills.
- Sub-Carrier
- Click the Lookup button of the field. Select a sub-carrier number from the dialog box.
- Transit Forwarder
- Click the Lookup button of the field. Select the company that arranges the transport of goods from the dialog box.
- Transportation Reason
- Specify the reason for transportation.
- Transportation Means Description Code
- The field identifies the means by which the carrier transports items. The options may include Standard truck with/without trailer, Semi-trailer, Truck with opening floor, etc.
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To add the information about the contact person, click
Contact
Information.
- Contact Name
- Review or specify the contact name of the person in charge of the carrier.
- Phone
- Review or specify the phone number of the preferred contact person of the carrier.
- Review or specify the email address of the preferred contact person of the carrier.
- Fax
- Review or specify the fax number of the preferred contact person of the carrier.
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To save the carrier master data, click Save.
A notification displays that the carrier master data has been saved successfully.