Purpose

As an alternative to logic interpreter modules, you can store templates for shipments in LBASE Online and continually re-use or adapt them. However, the shipment templates are part of the LBO Add-On package and subject to a licence.

Shipment templates have the following attributes:

• To ensure that the templates do not appear in any shipment statistics, they have the status ‘cancelled’ with the status code 900. When deleting a template, the shipment therefore remains as cancelled and only the assignment to each other is deleted.

• The templates are stored with the defined shipment type from the configuration. Please note that this type can no longer be changed.

• The template is stored with the current date.

• The stored templates are automatically assigned to the internet user currently logged in.

Note: in the template, there is no check for two addresses in the shipment description row. This means that during template entry, the pre-populated address type Shipper/Supplier can be deleted in the shipment description row and the template can be edited and saved with only one address (customer). If this template is then loaded, a check takes place and the standard address types (SU and CN) many be suggested as previously for the shipment.

Process

Creating a template and saving as a template

When creating a new template using the Enter new shipment function, a shipment can be stored as a template with a particular name.

Note: when assigning the name, we recommend that you do not use any HTML-specific signs such as <.

Once the name has been entered in the Template designation field and [Save as a template] has been clicked, the shipment can then be saved as usual.

Note: to prevent you from accidentally saving the template as a shipment, the [Save] function is hidden for the shipment.

Using templates

Templates can be selected via [Use templates] in the Shipments menu.

A templates table opens displaying all the available templates and enabling new creation and editing on the basis of the template with a click of the mouse.

Tip: if you have previously created a pseudo mask in the LBASE Client, you can also independently define the display mode The display mode describes how the search result should be displayed and is stored in the LBASE Client. for this table.

Example: sdg_tpl.azaid=9092

The following functions are available for your use in the template table:

• Icon in the 1st column: the template can be edited or deleted.

• Icon in the 2nd column: the template is copied, i.e. opened as a new shipment. Any text addresses are all duplicated and master addresses/customer addresses are used.

Editing a template

A template can be accessed and (re-)edited via the Open function in the first column of the templates table or the Shipments menu.

[Delete template]

You can remove a template by opening the desired template.

You can do this either:

• via the link for re-editing or

• by clicking [Use templates], opening the template for editing via the icon in the first column of the templates table and then clicking [Delete template].

A feedback message indicating that the template has been successfully cancelled is then displayed on the main page.

Copying a template

Once you have opened a template by clicking the first icon in the templates table, you can amend the shipment details, enter a new template designation and once again click [Save template].

Tip: the title shows which template you have just opened.