Profit Share - (A-Meta)
To Create an A-Meta, you must enter a Date and a
Job Reference. The only essential field is Master
Reference.
To open an existing reference enter the reference
number into the fields. If you want to view
existing jobs before opening an A-Meta, press the
Find button.
|
Don't spend hours adding
up your invoices and tracing that file on the
bottom of your tray, just click on FD2 A-Meta and
the information is available in seconds. You can
edit and adjust all your figures to get
everything right. Make life easy!!!
To create a new A-Meta
reference, click New A-Meta from the A-Meta menu.
 The Find button will allow
you to search the records in two different ways.
Firstly you will be asked, “Do you know the
job reference”. If you reply “Yes”
then the Manifest is called (see Manifest section
in the Manual) you can then access the
consignment. If you enter “No” then the
program takes you to the “Job Tracking”
section. (Again see inside this manual for
information on “Job Tracking). In both cases
the consignment will be found.
|
Entering a
Password
|
Every time you start the
Application you will be asked to enter a
Password. This code will be one of two, either a
Management Password or an Operational Password.
If you enter the Management code you will have
access to everything, but the Operational code
will only give you access to the A-Meta menu and
the Languages in the Set-up menu.
The codes can be changed in the Edit
Authorisation screen from the Set-up menu.
If the application is being executed for the
first time, you will be notified that there are
no passwords in the registry and the passwords
will be set as follows:
Operational Password : OPS
Management Password :
MAN
These can be changed in the Changing Passwords
screen. To open this screen select Authorisation
from the Set-up menu.
Remember to log in using the Management Password,
otherwise the option will be disabled!
|
A-Meta Expense
Keys. Expense Keys are entered against
Expenses in the Main A-Meta grid. The Keys are
also used when you are entering Charges against a
Job. Your software has already Expense keys
created for you. You can add or modify at will.
When an expense is entered in the grid it should
have an expense key assigned to that expense.
Both Our Company Expense and Partner Expense can
contain keys. To enter an Expense key move the
cursor to the key column and to the row with the
expense you just entered and double click the
mouse. This will bring up a set of keys.
To select a key either highlight the Key and
press the OK button or double click on the
relevant key, and it will be pasted onto the
grid, in the correct position
To add an Expense Key, select
Set-up - Description Keys.
You will see a full list of Description Keys in
the list box.
There are 3 buttons to the right of the list, two
of which will be disabled unless you select an
Expense description from the List. From this form
you can Add, Delete or Edit Expense Descriptions.
As you can see, Freightdata comes with pre-loaded
descriptions. You can keep them or edit them at
will.
|
Viewing Expense
Keys
|
A-Meta - File
Maintenance
|
File
Maintenance is used only to clear
unwanted files from the A-Meta database.
The File Maintenance menu choice is found in the
Set-up menu.
When clearing records, you clear to the date, so
as with File Maintenance you enter a date, and
the application will delete all records prior to
that date.
For your information, when the form is loaded,
the oldest reference date is show, as is the most
recent.You can enter the date by clicking the
mouse button inside the date box. This will bring
up a Calendar box. You can then select the date
by pressing the correct date in the calendar. The
chosen date will be pasted onto the File
Maintenance form. To proceed with the deletion,
press the Delete button. |
To Create an A-Meta,
You must enter a Date and a Job Reference.
The only essential field is Master Reference.
To open an existing reference enter the reference number
into the fields. If you want to view existing jobs before
opening an A-Meta, press the Find button.
This Find button will allow you to search the records in
two different ways.
Firstly you will be asked, “Do you know the job
reference”. If you reply “Yes” then the
Manifest is called (see Manifest section in the Manual)
you can then access the consignment. If you enter
“No” then the program takes you to the
“Job Tracking” section. (Again see inside this
manual for information on “Job Tracking). In both
cases the consignment will be found.
A-Meta - Using the Manifest.
The Manifest dialogue box shows the
position details for each movement, and the items on each
position.
Click the arrows adjacent to the Movement number at the
top of the screen to change the Movement number, or
change the Movement Number by typing directly into the
Movement Box.
By default, the last Movement is displayed for the new
Flow.
The Positions can be examined with the use of the scroll
bar on the right of the dialogue box.
By default, the first item is displayed for each
position.
If the position is greyed, no item record exists for the
item number requested.
Click the Other tab to display more information for each
position.
To edit one of the positions, click the relevant position
number. It will turn yellow and the Open button is
enabled.
Pressing the Open button will load the Job into the main
A-Meta screen.
Job Tracking
Is used when you want to Open a new A-Meta
and you don’t know the Job Reference.
To find a Job, you enter search criteria against the
fields (note, the fields change depending on whether the
Job is Export, Import or Domestic).
Creating the search criteria couldn’t be simpler.
Move to the field you want to contain a search string,
and click onto that field. The field will be highlighted
in yellow and the list box on the right hand side of the
screen will be filled with data relevant to that box.
A-Meta Cost Breakdown.
You can view the total cost breakdown by
pressing the Cost Breakdown button on the Main A-Meta
form. This will give you a detailed view of the A-Meta
you are quoting.
The figures displayed in the Cost Breakdown form are
colour coded for ease of use. These are the colours and
their purpose.
Black
: An Expense or Revenue total for a
category
Blue : Profit/Loss fields and overall
Profit/Loss field shows a profit
Red : Profit/Loss
fields and overall Profit/Loss field shows a loss
To view the Shipment History,
You need first to have opened an A-Meta. It
doesn’t matter if the A-Meta is new or it is being
edited. There are two types of Shipment History. The
first is the History of an edited A-Meta and the History
of a New A-Meta that uses Freightdata’s database.
The second type is a new A-Meta created from scratch. If
the Shipment History screen you are looking at is of the
latter type then you can edit all of the available
fields, but if the Shipment History screen is of the
first kind then the screen is read only (the information
is displayed in labels).
To bring in charges from the Main Charges
section, click Charges button this brings in an invoice
screen from which you can select sales Invoices which
have been previously charged on this movement.
Each invoice can be displayed and charges can be brought
into the A-Meta by clicking on to individual lines to
highlight them.
Pressing the copy button brings the charges into the
A-Meta and returns you to the screen.
The Duplicate button provides extra lines as required,
based on the highlighted line.
A-Meta Charges.
To bring in charges from the Main Charges
section, click Charges button this brings in an invoice
screen from which you can select sales Invoices which
have been previously charged on this movement.
Each invoice can be displayed and charges can be brought
into the A-Meta by clicking on to individual lines to
highlight them.
Pressing the copy button brings the charges into the
A-Meta and returns you to the screen.
The Duplicate button provides extra lines as required,
based on the highlighted line.
Search Criteria
for Editing and Printing an A- Meta
|
Once
you have selected the correct reference, press
the Next > button, and you will proceed to the
Windows print options box. When you are
satisfied with your options select Print.
The search criteria screen is available when you
are editing an A-Meta or you want to print an
A-Meta reference. The procedure for both options
is identical. The only difference is
distinguishing between option has been chosen,
but don’t worry, the application will take
care of that part!
You can define the Search criteria using 3 Check
boxes, which are:
Partner Name
Search the last x Months
Search Date Range
If you do check 1 or 2 of these boxes, you must
supply valid information for the application to
process. The application will validate all of
your entries.
If you check the partner name the combo box for
that option will be filled with every Partner
Name stored in your system. You then just select
the Partner name you wish to search for.
If you check the Search last x months you can
search from 1 month upwards. Note that if you
check this box, the Date Range box will be
disabled. |
| If
you check the Date Range box you can search a
specific date range for valid references. Note
that there are two boxes and the dates should be
in specific order. I.e. The earliest date should
be in the left-hand box and the closest date
should be in the right-hand box. Also, note that
if the Date Range box is checked then the Search
last x months check box will be disabled. When you
have entered your selections, you should press
the Search button. When you do, an SQL statement
is built up within the application, and it is
then run. Once the search has been completed the
Search button will be disabled. If you now open
the Available References combo box, you will see
all of the references that meet your Search
criteria. Just click on one to select it.
|
To keep you up to date on the
Expense and Revenue
Of both Our Company and Partners Company
there is an automatic Expense Summary.
Every time you make a modification to the numeric columns
within the grid the Summary will be recalculated.
If either company is at a loss then the totals are shown
in Red, otherwise they are shown in Blue.
Note that if a row is removed which contains numeric
figures, the Summary will note that and create a new
calculation.
|