Now that you have set up your import job milestones, it is time to turn on the Job Tracking module. The first decision you have to make is whether to use job tracking for all customers and all jobs or to enable it on a customer by customer basis. If you elect to enable on a customer by customer basis then you need to turn job tracking on for those customers in the Customer Master file.
Customer Level Job Tracking
These fields are found in Administration > Customer Masterfile > Configuration tab
|
Field Name |
Description |
Validation |
Default |
|
|
Import Job Tracking Allow |
Enable Import Job Tracking When Import Job Tracking is enabled, import jobs created for this customer will be allocated milestones. Note: This flag is only used when job tracking is set at the customer level instead of system wide. |
Optional |
No |
|
|
Export Job Tracking Allow |
Enable Export Job Tracking When Export Job Tracking is enabled, export jobs created for this customer will be allocated milestones. Note: This flag is only used when job tracking is set at the customer level instead of system wide. |
Optional |
No |
|
|
Import Air Customer Group |
A valid customer group that is used to categorize this customer for the purposes of import air workflow. More details on the use of this field are described in the section below on workflow groups. Sometimes, the needs of some customers are specialized so that their jobs are processed by a particular group of staff with expertise in that area. For instance “AUTO” for Automotive or “PHARMA” for Pharmaceuticals, or “AUTO” for Automotive. This group can be used so that jobs for these customers are only shown in the workflow of those staff that specialize in this area. A customer group can be overridden by destination port enabling the handling of the customer’s jobs to be handled differently in different states if required. Please refer to the section below on “Customer Group Overrides”. |
Optional |
Blank |
|
|
Import Sea Customer Group |
A valid customer group that is used to categorize this customer for the purposes of import sea workflow. More details on the use of this field are described in the section below on workflow groups. |
Optional |
Blank |
|
|
Export Customer Group |
A valid customer group that is used to categorize this customer for the purposes of export job tracking workflow. |
Optional |
Blank |
|
|
Transport Group |
A valid customer group that is used to categorize this customer for the purposes of transport workflow. More details on the use of this field are described in the section below on workflow groups. |
Optional |
Blank |
|
|
Customer Service Operator |
A valid user that is the assigned customer service operator for this customer. |
Optional |
|
|
See Customer Groups to set up the Groups available in the fields listed above.