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:

  1. Select Master Data > Carrier Masters.
  2. Click Create.
  3. 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.
  4. To add the address data, click Create.
    The Carrier Master Address dialog box opens.
  5. 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.
  6. 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.
  7. 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.
  8. 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.
    E-Mail
    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.
  9. To save the carrier master data, click Save.
    A notification displays that the carrier master data has been saved successfully.