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Magaya Software Customization Manual

1. Choose Design _orCodepane d The Design pane will display the template you are working on The Code pane will display any JavaScript code you have created for this document Toolbars and Menus The toolbars on the top of the Design pane have standard buttons such as Save Edit and Zoom 181 TOOLBARS AND MENUS 182 To add graphic elements use the buttons to draw a line rectangle circle text box or add an image To add a Control use the control buttons to create an Edit box a checkbox or a table The choice of Control will depend on how the box will be used in your document B Magaya Document Designer test NewDocument sdf File Edit View Insert Layers Script Window Help Hl 2 a T HAAA wo These 3 buttons are These buttons used to create are for creating Controls graphic Edit box elements Checkbox Lines Text boxes Circles In addition to the toolbars the menu commands across the top offer many func tions The Insert menu contains many of the functions that are also available as buttons on the toolbar such as the line or rectangle buttons You can insert an image such as your company logo You can also add a background image which will look similar to a watermark The Script menu option is active when you are working in the Code pane It is grayed out when you are working on the Design pane The Script menu contains options to check syntax and m
2. Balance Decimal o Salesman Mame Text Visible Salesman Participation Text word Wrap yf i 5 E A Protit Decimal Width F Shipment Name Test The commission can also be changed in the Liquidation screen by double clicking on the line When you click the Generate button in the Liquidation screen a dialog box opens listing all the accounting transactions for the shipment including the Bill for the salesperson s commission E Confirm Accounting Generation The following transactions were generated please verify them and click on OF to add the trar click on Cancel to abort the operation and fis the problem Type Number Applied to Date Account Name Bill 105 OLD DOMINION FREI P apable Invoice 132 Steelworks Fabricatorg Bill for salesperson fiecelvable Invoice 133 JE Wire Co a aA eceiable Eill 106 Safmarine Shipping Lo 11 As counts Payable Bill 107 Ben Lipton qea 2011 Accounts Payable The bill and other transactions are saved in the Magaya accounting folder To see how the commissions are generated in shipments see the section Liqui dation in Chapter 14 of the Magaya Cargo System Operations Manual 91 SALESPERSON S COMMISSIONS INVENTORY COMMISSIONS Inventory Commissions In the Magaya Commerce System and Magaya Supply Chain Solution salesper sons commissions for inventory sales can be set per item per category or system wide General Inventory Comm
3. Custom Charge Automatic Creation Charge Price Vendor Open the Customer profile dialog box go to the Charges tab and click Add Select the charge You can select income or expense charges Enter a fixed price or set a tariff For help setting a tariff see the section Customize a Tariff Optional depending on the type of accounting transaction you are creating Select the vendor to apply the cost to if this is an expense for you This option is useful when you perform work for a customer and incur expenses that you need to pay to a vendor If you do not want the charge to appear in documents check the box If the calculation of this charge depends on other charges in the transaction check the box If you want to make this charge automatically appear in certain transactions click the tab Automatic Creation and select the transaction Click OK to save the charge and again to save it for the customer profile 13 RECURRENT ACCOUNTING CREATING CHARGES FROM ROUTES Creating Charges from Routes In Magaya software version 9 0 and higher there is a feature that enables you to create routes and add charges for them The routes management feature creates segments and routes for multimodal shipments e You can add cost charges for routes and those charges will appear auto matically on the Master of a shipment that you create using the route When you add sales charges t
4. THIS IS a Gontral Text box You can copy a text box and paste it by right clicking on the text box and selecting Copy from the pop up menu Alternates Use Edit on the menu or press the Ctrl C keys on the keyboard When you select the box it will have handles boxes on the edges that you can use for resizing In addition to the Design pane in Magaya Document Designer there is a Code pane that can be used to enter code to create custom fields on a template The Code pane is similar to a text editor Customize an Existing Template Existing templates can be modified to your needs You can add or remove fields insert an image or your company logo and make other changes Plan Your Custom Template 187 CUSTOMIZE AN EXISTING TEMPLATE 188 To get started with your custom template evaluate what you need to do For example you may want to add text such as Hazardous Materials in bold red letters across the top of a Warehouse Receipt or maybe you need to add infor mation into the WR about vehicles that you ship You can also add information collected in custom fields that provide more information on the type of hazardous materials or vehicles in a shipment These fields can be added to the WR The custom WR template can be added to the list of templates users can choose from Getting Started To customize a template open it either from the Start menu or from within Magaya Explorer in
5. 249 SHRINK THE DATABASE Shrink the Database Another way to improve the database performance is to reduce shrink the size of the database This process is done in two parts one in the Maintenance screen and another in the Magaya Database Server Agent dialog box The best time to perform this database shrink process is after unstructured data has been moved out of your database into the Blob folder and after you configure the Maintenance of your system to perform the Recycling processes as explained in the Recycling topic Follow these steps to shrink the database and gain performance improvements A Shrink the Historical Data 1 Goto the Maintenance folder and click Maintenance amp Performance 2 Check the box Allow the system to shrink the size of historical data This will reduce the size of all legacy transaction files This will go back through old transactions not just current transactions moving forward from today 3 Click Save When this process is completed the system will notify you with a Task B Shrink the Database 1 Make sure all users are logged off 2 Stop the Magaya Communication Server 3 Make a backup of your Magaya database 4 Stop the Magaya Database 5 Open the Magaya Database Server Agent dialog box from the taskbar 6 Click on the Tools button and select Shrink Database A wizard opens In the wizard the following procedures are checked by default ensu
6. 61 CARRIER CONTRACTS MANAGING CONTRACTS The Client Contracts are used to handle the client rates which are used to calculate the selling prices Managing Contracts Carrier Contracts Client Contracts Manages Purchasing Rates Manages Selling Rates To Calculate To Calculate Purchasing Prices Selling Prices 62 CARRIER CONTRACTS ADD A NEw CARRIER CONTRACT Add a New Carrier Contract When you get a new contract from a carrier for the first time use this method to enter the contract into your Magaya system After you enter the contract details then enter the rate information for that carrier 1 Goto the Accounting folder 2 Expand the Rates subfolder and select Carrier Contracts The screen has three sections Contracts Amendments and Rates Comiract Dales This yew bo date ir Prom i imio 1E Comiracts ot Ei x F oa Amendmenis for Contract lt SUd1122 gt Number Entity Effective D Number EtectveD Contract SUD Z2 SJE HAMEL eee HETTE MA SUID Tet INIT La DAA SUD Contracts Entes for Amendment lt SU011 a gt Shelia Late W Curent SUD HAMS LAG ADOL 3 Startin the Contracts section click on the Plus sign In the dialog box that opens enter the following Contract General Attachments Motes Humber SUD11 22 Effective Date 1 26 2010 Expiration Date 172872011 Carrier SUD HAMBURG YCOLUMBUS LINE Contact Henrik Rass Employee Admi
7. Allow to build reports by this field to allow this custom field to be available in reports in Magaya software Other options are e Ifyou no longer need a field there are two options You can delete a custom field completely or you keep it in your system but make it inactive To deactivate a custom field check the box Field is Inac tive e If you want to create a custom field for internal use only check the box Internal Use Only This will make the field visible for employees but not customers JAVASCRIPT CODE You can add as many custom fields as you need When you are done the custom field will appear as a tab in your transaction This isa Warehouse Receipt dialog box with the Custom tab and custom fields Warehouse Receipt Supplier Carrier Commodities Charges Events Notes Internal Note Custom D Vehicle Color Test Field Rey in vehicle The new Custom tab Third Party with custom fields Atlantic Surplus we Vehicle Status Tithe Recernved ls vehicle gas drained Date and Time Vehicle Received rre 2009 s 11 45 01 AM Other options available in the Custom Fields configuration screen include the option to edit or delete a custom field to move a field up or down rearrange the order of the fields on a tab or to import or export information in or out of Magaya Explorer See Chapter 4 in this manual for more details
8. Fi Document Marne I Warehouse Receipt Truck Logo Document Version Language English Your Magaya Network Publish Information ID alls in here a Magaya Network ID i Your company name fills in here Company Mame Password Enter your password here The dialog box will show your Magaya Network ID and company name auto matically If you are working remotely the company name will not fill in to the Publish fields automatically Type in the data To change the document name click on the Properties button Click the Publish button 204 PUBLISH A TEMPLATE The template is now available in Magaya Explorer for users The template can be used by clicking on the Document button if you are in a shipment or by selecting the template from the Actions button Notes If a document is over 300 KB the program will not let you publish it You will get an error message stating the document is too large and must be resized to be published Try resizing images to reduce the file size If you are working remotely you can download the document by going to the File menu in Magaya Explorer and select Download Document 205 PUBLISH A TEMPLATE 206 6 JAVASCRIPT IN THE MAGAYA DOCUMENT DESIGNER INTRODUCTION TO JAVASCRIPT IN THE DOCUMENT DESIGNER 6 JavaScript in the Magaya Document Designer Introduction to JavaScript in the Document Designer While the Magaya Document Designer program offers many
9. Text by default Under the Field Type is Maximum Length this number is set to 100 by default This number applies to the maximum number of characters allowed in the custom field you are creating the user must answer with 100 characters or less The Maximum Length field only appears when you use the Text field type You can select a Field Type before or after entering a Display Name 6 Enter the following text in the Display Name field do not include the quotation marks Key in Vehicle This is the name that will appear in the reports and in transactions The Internal Name is assigned by the system If you make an error such as spell a word incorrectly and you save the custom field you can edit the Display Name but not the Internal STEP BY STEP PROCEDURE Name If you need to change the Internal Name you must delete the custom field and create a new one Custom Field Definition Warehouse Receipt Display Mame Key in vehicle Internal Name key in vehicle Description This question asks if the keyts are in the vehicle The answer is Yes or Mo 7 Enter a description optional This will not display on the transaction This explains when and why this question is used 8 Change the maximum length optional This is the maximum number of characters allowed for the answer 9 Select what type of field you want A dialog box opens displaying different options depending on which type of fie
10. ecard Vehicle Status Tithe Recened Passed US Customs Inspection Yeg Vehicle Empty of Personal tems Yez Gallons of Gas in Vehicle 0 50 You can make the custom field visible for employees internally but not visible to customers Custom fields are also included as a column in any list in Magaya Explorer from the Actions button click on Choose Columns Column Settings Check the columns that you would like to make visible im this list Use the Move Up and Move Down buttons to reorder the columns C Has Transactions C Biling Client C Pieces On Hand IL Down C weight On Hand Ib O Yolume On Hand fF Default C Yolume Weight On Hand Mlb O Wale On Hand Field Type Text C Has Overstock Wisible C Has Unde Word Wrap Custom Fields added filthy to list column headers l Up Custom fields will display in documents you customize with the Magaya Docu ment Designer For example if you create a custom field for your Warehouse Receipts and place the cargo from the WR into a Shipment the custom field will appear in the Shipment transaction as well 160 STEP BY STEP PROCEDURE Step by Step Procedure 1 Goto the Maintenance folder or the Options menu on the top toolbar 2 Click on Configuration 3 Select Custom Fields from the menu m E Carriers P Forwarding Agents Transaction 4 Warehouse Providers Log a Customers a vendors er 5 Sale
11. Create an Incremental Backup The Incremental Backups feature enables you to backup only the new transac tions and data since the last full backup instead of backing up the entire data base which can take hours depending on the size of your database Incremental backups can be performed in minutes To make your system perform an incremental backup now 1 Open the Magaya Database Server dialog box from the taskbar icon 2 Click the Backup button and select Force an incremental backup now from the pop up menu Mapaya Database Server Apeni Magaya Database Server DOC01 6110 EL marine Fiks Lorain Database Location CiiProg em FiesiMagesys Corpihisgaya Cargo SystemiData Log File Program Fies Mageye Conp Magavea Cargo System magayeda log Connections T Local Leere Er Remote Users Hy Other Connections tw All Connections Gompas Meiri Liter MT Instances Apolication Type Manual Full backup Force an incremental backup mow los gt 236 BACKUPS CREATE AN INCREMENTAL BACKUP 3 The system asks if you want to perform this task Click Yes to confirm it and proceed Magaya Database Server Agent N j Are you sure vou want to Force an incremental backup now The backup will be completed Depending on the size of your database the time for this backup will vary Users can continue working during the backup You may
12. D icpai Simage Fee amp Deposits 4 OU ae deas amp Deposit List A O Cente related itale dern utian Checks D Exporta liem Signage Cost Sel Check List 0 Outgoing Shipments Incoming Shipments 0 Miscellaneous Cumency USD Unted Staes Dols feesctinee Ai Freight Semice Si Freight niecne DFENEYL INC Opening Balance bncome Opening Balance lr eo VY Ww Ow Actions 31 TARIFFS How TO SET UP TARIFFS How to Set Up Tariffs Follow the steps below to set up tariffs in your Magaya Explorer 1 Inthe Items amp Services folder open an item or a service and click on the Tariff button A dialog box opens Tariff Apply by Pound Use Gross Weight instead of Chargeable eight Prices in USD Min 0 00 Mas 0 00 More thar F ate T ariff details 1 00 0 00000 add Remove The tariff will be calculated in the currency that is selected in the Items and Services screen The screenshot above shows Prices in USD Select the option you want in the Apply by field Apply By Pound Ib Ww Prices mn US RIC CeS VAY Brit din volume vane A Value More than Calculated Tariff details 0 50000 0 35000 Add Remove Weight This gives you the option to select the weight units pounds kilo grams ton ounce or Troy ounce Min Max In the Tariff dialog box you have the option of entering a minimum and maximum price Enter the amount in the fiel
13. JavaScript Code JavaScript is a scripting language used in Web pages to add functionality inter activity validate forms detect browsers and more It works in all major browsers This function in Magaya software enables you to create a library of 139 JAVASCRIPT CODE scripts that you can use for functions such as calculating rates customizing prices for your online store when you define an inventory item etc Javascript Code Fs My Code ee Resources Ei Copy e Cut Paste Function Mame Parameters List Result The following buttons across the top of the JavaScript work area are My Code This is the work area where you can type in code e Resources This is a library of source code of useful functions you can use Copy Cut and Paste These button work similar to other copy cut and paste buttons to allow you to copy cut and paste code The Function Name dropdown menu selects from Function names you have added to the system If you have not added any the list will be blank The Parameters List is a field that is used to enter the parameters for the func tion you want to test Separate the parameters with commas Click on the Execute button to test your code The Result window at the bottom displays the result of the selected function executed with the above parameters If there is an error an error message will appear here 140 TRANSACTION LOG Transaction Log Use this option to tell t
14. Mame Customized Display Name Internal Marne Type Cargo Release es Is cargo Screen is cargo screened Yes No x Custom Field Definition Cargo Release Display Mame Field Type YesiNo Description Use this Field to record which items have been screened to meet T54 cargo screening requirement 2 This is how the Custom Field looks in the CR dialog box on the Custom tab Cargo Release Commodities Charges Events POD Attachments Notes Internal Notes Custom ls cargo screened 199 ADD AN IMAGE OR LOGO TO A TEMPLATE 3 This is how it looks in the document when you select that template gt R Options Cargo Release Release Number 39 Release By Release Date Time Jul 27 2012 11 05 AM Ipl Custom Field in the document ls the cargo screened Yes Description Vol Weight Add an Image or Logo to a Template You can add an image or your logo to a template This example will show how to add a company logo for a fictional company named Zoom Logistics This is the logo image we will use Zoom Logistics 200 ADD AN IMAGE OR LOGO TO A TEMPLATE While this example will show how to add a company logo this can be used for inserting any image First click anywhere on the document to activate it 1 Click on the Image button or click on the Insert menu and select Image E Mapaya Document Designer WarehouseReceipt agay G p
15. Please make sure that the information you have entered is correct Click on Save when vou are ready For the system to commit the changes to the database The process has Finished successfully Please if you will be processing similar information and want to keep your input click on Restart If you click on the Restart button the wizard will return to the first screen and show all your information on each screen so you can make changes 14 Click Finish The wizard closes and the new rates are displayed in the list Modify a Standard Rate 80 When carriers raise their rates you update the GRI and then apply the increase to your customers If you do not want all your customers to have the same increase you can give a customer a discount For this example let s say you already entered the GRI and applied it to all the customers via the Standard Client Rates To give a customer a discount follow these steps 1 Go to Client Contracts 2 Add a new amendment for the customer 3 4 AMEND RATES MODIFY A STANDARD RATE Use the Multiple Rates wizard click the option to Transform from existing standard client rates Enter the amount of the change for example by weight and by percent For this example let s modify the ocean freight for our customer Jamaica Distribution Center and only raise it by 20 instead of 30 a For the field Transformation Type select Decrease a percentage b F
16. STEPS 270 2 3 number of days cargo is on hand we entered the Display Name Days On Hand The Internal Name field fills in automatically as you type using lower case letters and substituting an underscore line for any spaces The Internal Name is used by the Magaya system The Type field is used to determine the format of the output what will display in the list The system will use this information to format the data that will display in the list The field has a dropdown menu with the following options Text e Integer this displays a number Date e Yes No Click the Edit button to open a window for writing the code Script Code Function 4 4 return Days Instorage Arm lDocument documentE lement The function brackets are already included Enter the code in this screen You can also use refer to JavaScript functions that you already entered in the JavaScript library that is located in the Maintenance gt Configuration gt JavaScript This example uses a function created in the JavaScript library called DaysInStorage that calculates the days an item has been on hand When you complete the script code click OK to save it and return to the Script Column dialog box USING THE SCRIPT COLUMNS FEATURE STEPS 4 Click OK to close that box and return to the Script Columns box The script code you entered will be displayed in the list The script column will also be displayed in th
17. Vendor 39 RATES RATES OVERVIEW e Ifyou want to automate this charge click Automatic Creation tab Select the transactions to automate Click OK when done That tariff will now apply to that customer for the transactions you specified Rates Rates Overview Rates are used to calculate prices for services related to the movement of cargo They are calculated based on the measurement information plus the mode of transportation and the origin and destination information for the cargo The different types of rates are standard rates for all your customers clients rates from your carriers and customized rates applied to individual customers Carrier Rates These are your purchasing rates for freight services how much you pay the carrier e Standard Client Rates These are your standard rates for all customers You can make these available on Magaya LiveTrack for your customers to view 40 RATES RATES OVERVIEW Client Rates This groups all the rates for all your customers clients in one place You can customize multiple and single rates for customers using a wizard that is available in the Client Rates folder Entering Rates Carrier Rates You set rates for your customers Client Rates Customers pay you 41 CARRIER RATES SET UP CARRIER RATES The Rates folder also contains contracts See the sections on contracts for details The next section will focus on setting
18. on Cancel Delete all the data in the transaction log By selecting this option the Transaction Log will be cleaned up completely Delete all the data in the transaction log before the date below By choosing this option every transaction logged from the beginning and up to the date selected below will be removed To maintain the Transaction Log go to the Maintenance amp Performance configuration option In the Recycling section click the Configure button and set the number of days to keep records in the Transaction Log This setting SECURITY will remove the transactions from the log but they will be saved in your backup files This will help keep your database optimized and improve its performance Security The Security configuration screen enables you to set the level of authentication for users when they log into the database Security Authentication Application level authentication The user will select his her name From a list and will type hisfher password Database level authentication The user will type histher username and password Application level authentication When users log in they select their user name from a dropdown menu Login to Magaya Explorer HVC Cargo Company Employee Accountant a Administrator Password 143 SECURITY 144 Database level authentication This setting does not show a dropdown list of user names This is a hi
19. the General tab Select the origin and destination cities for this rate from the ports list Select the method mode of transportation such as Vessel Container ized Transit Time Enter the number of days of the voyage This information can be added to the Query Rates screen 44 CARRIER RATES SET UP CARRIER RATES Select how to apply the rate This example uses Container When you make this selection the screen will change depending on what you select Minimum and Maximum prices Set this option as needed Rate per Set the rate per unit or per range Rates per Unit such as pounds will multiply the rate by the unit If the unit is 1 pound and the price is 1 per pound for weights between 1 and 50 pounds to ship 35 pounds will be calculated as 1 x 35 to equal 35 If the price is 0 80 per pound for shipments weighing between 51 and 100 pounds the price for a 70 pound shipment will be calculated as 0 80 x 70 56 The price for 90 pounds will be calculated as 0 80 x 90 72 If you set the unit to equal 100 pounds and the price of 10 per each unit then shipping 400 pounds will be calculated as 4 units of 100 which will cost 40 Prices in USD Min Mlan More than Rate Add 1 00 1 00000 51 00 0 80000 101 00 0 P0000 Select Rate per Range Enter the ranges such as 1 to 20 cubic feet then 21 to 50 cubic feet etc For example a range is set for 10 for any measure ment be
20. 1 Goto the Maintenance folder gt Customers 2 Select the customer and open their profile Then click on the Charges tab Fie Edt Sales Operations Maintenance Shipment MagayaNetwork Accounting Reports Options Help 4 s Back Fonveard Ar Ocean Ground f Magaya Network nme a Tasks Customers H Quotations a de Jobs H Bookings l Price Automatic Creation Warehousing Salespersons Contacts R Employees 4 Ports w Countries A Configuration rf Accounting E ls biling customer E Outgoing Shipments H Incoming Shipments a Miscellaneous Boston Scientific 305 537 4000 38 TARIFFS How TO CUSTOMIZE A TARIFF 3 Click on the Add button Customers General Address Biling Address Other Addresses Contacts Rates Charges Pmt Terms 4 Pi Chage Face Automehe Creshon Currency ls billing customer Cam Cea Edt Dsk In the dialog box that opens set up the custom tariff Custom Charge Price USD Set Taitt Vendor Do not show in documents _ The price for this change depends on other charges in the transaction e Select the Charge that you want to customize from the dropdown Enter a price or click the Tariff button If you select a freight charge the Price field will change to a note Freight Charges Use Rates Custom Charge Custom Charge Automatic Creation Price Freight Changes use Rates
21. 50 af 5 elements CARRIER CONTRACTS ADD RATES TO A CARRIER CONTRACT 4 Click Next to go to the Common Rates screen In this screen click on the Add button to open the Rates dialog box General Contract Notes Freight Service Class Priority Freight Service Cost Method Transit Time 0 days ae Prices in USD Flin Mlan Rate per 1 00 More than Rate 1 00 1 00000 Remove 0 rogi e Select the Freight Service Class This example shows Priority Freight Service Cost The Description Commodity is optional Select a Method of transportation for this rate e Select how you want to apply this rate for example by weight in pounds Click on the dropdowns for other options Transit Time Enter the number of days of the voyage This infor mation can be added to the Query Rates screen Enter a Minimum and Maximum amount optional e Select a rate by unit or range Rates per range are useful for Roll On Roll Off RORO rates To set a RORO rate apply the rate by volume cubic feet and click Rate per Range Then enter the ranges such as 1 to 30 cubic feet then 31 to 50 cubic feet etc 69 CARRIER CONTRACTS ADD RATES TO A CARRIER CONTRACT 70 5 6 7 e Click on the Add button to enter rates amount per weights Click the OK button to save the rate information Click Next The system will generate rates for each port based on the infor mation you entered and display
22. Follow the steps above Create a Recurring Check Recurring checks can be created to pay for expenses that you have on a regular basis such as paying rent or insurance every month To create a recurring check 23 RECURRENT ACCOUNTING CREATE A RECURRING CHECK 1 Go to the Checks List click on the Actions button Select Recurrent Checks Bi Carrier Rates a Larndord hor olios 12 057 2008 SOD 00 Bank Ac Invoices d Art Base Galen Tare Os Bank A E Invoice List J Ed s Crane Service 12 05 r S Bils 2 Custom Broker A 12705 Other Reports Se Bil List 1 Bill s Storage Units 12 06 Reports t E Payments SS EP Payment List ao bo document amp Deposts void Check t List a Print Batch T Checks Save as Recurrent HRI Outgoing Shipments Recurrent Checks E A Incoming Shipments Check List be aL Miscellaneous Choose Columns Export History xn al a a P Fr x PP w e gt Add te Filter Achirres A new list opens If you have existing recurrent checks in the system they will be displayed in the list If you do not have any the list will be blank 24 RECURRENT ACCOUNTING CREATE A RECURRING CHECK 2 Click the Add button to add a new recurring check A Recurrent Transaction Wizard dialog box opens Recurrent Transaction Wizard Recurrent Transaction Details Enter the details of what you want to pay with this recurent transaction Select the right vendor and
23. cm or Decimeters dm Measurement Units Length Area Squared foot te ol Volume Cubic foot ft v Weight Pound lb y Volume Weight Volume Pound ilb v Volume Weight Dimensional Factor 166 00 irr lb Notes The measurement units set here will be used as the default for all new transactions If they are set from the Charges tab in a Pickup Order Warehouse Receipt or Cargo Release those units will only affect that individual transac tion The Measurement Units options dialog box is also available in the Ship ment screen by clicking the Settings button Using the Settings button changes the units for that transaction only Click the Save or Reset button Transaction Tracking The Transaction Tracking plug in feature enables you to allow your customers to track their transactions An email with a link is sent to your customer for each transaction The customer clicks on the link and views the current status of the transaction in real time You can configure your Magaya software with options such as to send an email to a customer automatically whenever a transaction is generated in the Magaya software or send an email message only when you want one sent You can also customize the message in the email or create a template 115 CUSTOMER SETUP FOR LIVETRACK AND ACCOUNT NUMBERS For more details see the Magaya Software Communications Manual Customer Setup For LiveTrack and Account Numbers
24. gt Configuration menu and select the Accounting section e Inthe Accounting configuration options select the time frequency of the periodic invoices Use the dropdown menu to choose Weekly Fridays or Monthly select up to five dates during the month E L LES J if O Accounting E Carriers 7 Di curea mp Ae gt Forwarding Agents rah Bil Credit Set D Warehouse Providers Customers Set Chak Set i Verdors 5 galaia rE m gasps A QuckBooks a Contact D Empoyees L Ports C Include Account Definitions when expecting to QuickBooks Fom Fil IF chent is ower the credi bri Select to invoice iii periodically First month im your fre War nyote ciones penodicaly Cl Keep tae tes for purchases ai Save your settings 2 To set up Periodic Invoices for specific customers Go to the Maintenance folder and click on Customers Hj Maintenance Carriers Pe Forwarding Agents Warehouse Providers Customers e Select the customer that you want to create a periodic invoice for double click on the name to open the Customer dialog box 27 PERIODIC INVOICES STEPS 28 Go to the Payment Terms Pmt Terms tab Customers eral Address Billing Address Uther Addresses Rates Charges Pmt Te atachmen i F Payment Terms Transactions are due after days The common type of payment is The Credit Limit is Parent En
25. i avy ia You can also open the Configuration menu by clicking on Options from the top of your Magaya Explorer screen Click the Save button at the bottom to save any changes If you want to return to your previous settings click the Reset button Any changes made to the configuration menu options are recorded in the Transaction Log The following sections explain each configuration option in detail GENERAL General The General option contains the following choices General General Create Events Automatically i i Common options to this computer Company Type Fill lists in reverse order E Limit the quantity of shown items per list to Working Date Period Show learning tips and hints recommended Document Humbers _ Auto set the last days 7 Start Date End Date Accounting Create Events Automatically This box is checked by default This will turn on or off the capability to add events automatically to the operations transactions To define events for use in your system go to the Event Defi nition option in the Configuration menu For steps how to add events see the topic Events in Chapter 6 of the Magaya Cargo System Operations Manual Events will display in the Events tab of related transactions Optimize Loading of Entities at Start Up This will load all the Customer Vendor etc information when you start your system Tip This also applies to M
26. or an incremental backup e Restore To select another database A window opens Before using the Restore button stop the database first o Options This button opens a dialog box with options to set up a schedule to automate the database backup process and set the amount of memory you want the database to use e Tools This button opens a dialog box to shrink the database The database must be stopped See the section on Database Performance for steps The steps also include some settings needed in the Maintenance gt Configura tion folder of your Magaya Explorer Backups The Magaya database can be backed up in full or in part incremental 233 BACKUPS CREATE A FULL BACKUP OF YOUR MAGAYA DATABASE Create a Full Backup of Your Magaya Database 234 Creating a full backup of your database is recommended before you perform an online update of your software or any time you want a backup of your data The Full Backup process will make a backup all your system data in contrast to an incremental backup which creates a partial backup of only the data that has changed since the last full backup For more on incremental backups see the section Create an Incremental Backup To create a full manual backup follow these steps 1 Open the Magaya Database Server Agent by right clicking on the Magaya Database Server Agent icon in your computer s taskbar Alternate Double click on the icon to open it 2 Select Open D
27. 116 There are options available to give your customers the choice to register them selves online and to change their passwords themselves without you having to do it for them available in Magaya LiveTrack version 2 0 and higher This is especially useful for couriers and others with many customers who want to track packages online Steps to allow customers to register themselves 1 2 Messages Messages Go to Maintenance gt Configuration gt Customer Setup Click the checkbox Allow clients to register directly on Magaya LiveTrack Configuration Customer Setup 22 Customer Registration Setup Allow clients ta register directly on Magaya LiveTrack amp Allow clients to begin working immediately after registering Incoming Specify the default tracking permissions For registered clients Feature Send Online Shipping Orders Use Magaya Live Chat view Bookings Outgoing View Cargo Releases View Inventory Items View Invoices View Pickup Orders wi Allow clients to update their password for Magaya LiveTrack User Options If you want customers to be able to use LiveTrack as soon as they register check this box If not you will need to manually enable their access from the Customer list by right clicking on their name and selecting Web Track User List and unchecking the Disable checkbox in the dialog box Specify the permissions by checking the boxes for the functio
28. 40seee es Chek oe G56eG oe dade elas 80 Modity Rates 10r YOur Cusiomers 254 2043 244248tarSecs cdatdghecar Secs 82 Client Conai S i 3 000 3 debi asd ott eit swath RS seen Wei ae eae 83 Client Contracts Add Contracts and Rates nnna annaa ene 84 Salesperson s COMMISSIONS ccc ccc cece c cece cece eee ee eeeeeens 87 Adda NEW Salesperson rerepan reier An aea EEEE ATAA 87 PRIOR COMMISSION Zorren TEN wd EAA dae eae eee E a A 88 Inventory COMmmissiONns serwsie aadik a ee A a Ke ee A 92 PSC Pani C IP AlOiy x99 ot cee ccaauh ates a hectare eee enn aaa 94 FRC ORS fe se ssests dodo rs a Ha ease eae Site io i ws deans Rati elk aoe ae 96 3 Configuration Menu ccciw oe ee ee wie eG eee eae 99 Introduction to the Configuration Menu 0 0 eee eee eee 99 OCEAN ips Basalt tyre Shas ce oe Neston ra cot Socal Saeed ent Staal Ca eons Sooke E E eee 101 COMPD Py Pe estes n Seas Go waa eal Bk RSet Shaw Oe Gin wh ee ase bmi D wane are E 102 Document INITIO CIS hea cracls 2 5 deus EE eared E E E aca to he 103 AC ONO ea aa e ce gee ty ena argh Gata as aay a ae a ace ameter teeter eee gt 106 Automatic Charge Generation 0 0 ccc ccc ccc eee eens 106 PASC Als RNC 2 5 a de ih eae E E T EEE Gy ee ok gs Gag hd ee ee oe a eee 107 Denied Patty Screening sessen we es See eee eae ews ae ta aad eo 109 CONICO eas ceed raion ahs tata Shs aS GAs a ya Saks nei eae eect ena 109 Orme so iney oo patted een ed Op La heh WS Len Oe oe ei eh Ae 1
29. A Equipment Custom Brak Palletizing Cost Cost of Servi CTG COST CRT COST RPK COST _ HAN COST STO COST WAT EXP Cartage Cost Crating Cost Repacking Cost Handling Cost Storage Lost Water Expense Cost of Servi Cost of Servi Cost of Serv Cost of Servi Lost of Servi Utilities Expe ELEC EXP TEL EXP EG RENT WH RENT Warehouse Rent OFC RENT Office Rent Rent Espens lt Lill gt 22 of 3 elements Electricity Expense Utilities Expe Telephone Expense Telephone E Equipment Rent Equipment F Rent Expens Select the origin and destination information and method mode of transport These fields are required Enter as much information about the cargo as needed Cargo Information Pieces Containerized Weight Poundb v Volume Cubic foot Click Find to generate a list of rates that match the criteria you enter Commodity Type Prices in USD Description Fate Amount Entity M Ocean Freight Service Cost 125 00000 125 00 SUD HAMBUARGJCOLUMBUS LINE O Ocean Freight Service Cost 145 00000 145 00 Crown Shipping 51 STANDARD CLIENT RATES STEPS TO SET UP STANDARD CLIENT RATES The best rate will be checkmarked in the results list You can add columns to the list by right clicking on a result In the Choose Columns dialog box click the Add Columns button to access more choices such as the Transit Time under Rates Create a Q
30. Charges al consignes D Consignes H E Ctrl e Copy ChrlHec Consignes Createde Delete Del Created Creatorhle 2 CutoFFDat Declared tal Delivery Delivery A if DeliveryPi a0 to Field Descriptio Field properties GM Destinatic Unlink Field 4 00 Destinatic Destinatic Properties if Destinatic H D Destinatic E Destinatir This will add cells columns in the Charges table Description Chapgesg Add text boxes for the column names You can click and drag on the column lines to adjust the width of each 193 TABLES To add more rows of cells right click on a cell and select from the pop up menu Right click on a cell in a table Be MA pet e o Insert Row Above Insert Row Below Delete Row Insert Column bo the Left Insert Column ta the Right Delete Column harge Descriptio Charge Descriptig Properties For additional table properties right click on a table and select Field Proper ties from the pop up menu In the dialog box click on the Columns tab and set the column properties Table Field Properties General Columns Sorting Alignment Index Size 0 76 in Column 1 Column 2 Text Alignment Column 3 Precision F Don t show if zero F Treat null as zero in Formule C word wrap Selection Type lt none gt Formula snone gt OOOO O w A
31. Designer The following presents five code examples that show how to perform common tasks with code in the Magaya Document Designer 1 This is an example of the item method function GetSecondiItem var result W var docElement XmlDocument documentElement var ship items docElement selectNodes Items Item if ship items null amp amp ship items length gt 1 var second item ship items item 2 var name_node second item selectSingleNode Name result name_node text return result 2 Example of combining data from your Magaya database and displaying it in a document For example if you want to display the phone number and fax number of your company a carrier or other entity in a form such as a Ware house Receipt or Cargo Release you can code the document with JavaScript to gather those two pieces of separate information and display them together this way Tel 305 555 3232 Fax 305 555 1212 The following code will combine the two pieces of data function PhoneFax GetValue var docElement XmlDocument documentElement var phone docElement selectSingleNode IssuedBy Phone var fax docElement selectSingleNode IssuedBy Fax Var phone fax phone mull 2 We Tels phone text if fax t null if phone null phone fax phone_fax Fax fax text return phone fax Note You can use JavaScript to combine
32. Done WF Load object references Done f Mark object phase Done yf Sweep object phase Done X Collect database object positions Done WP Shrink database objects container Done f Stop database engine Current activity progress Initial Size Fz 946 KB Work Finished successfully Final Size 60 700 KB 10 Click the Finish button when the process is completed 11 Start the Magaya Database 12 Start the Magaya Communication server The system is now optimized to save data more efficiently in the future You will not need to perform this task again The system is ready to use To set how much RAM you want the system to use follow these steps 1 Open the Magaya Database dialog box from the taskbar to perform the next optimization 2 Click the Options button A dialog box opens SECURITY SERVER AUTHENTICATION 3 Click the Performance tab On the Performance tab is an option to allocate additional memory for the Magaya system to use If your hardware has more memory click and move the slide bar to increase the amount of memory you want the system to use Database Options Backup Performance Memory Database page pool size J 256 004 KE 4 Click OR to save the setting Security Server Authentication Administrators can set the level of authentication required by users to log into the system This is set in Maintenance gt Configuration gt Security T
33. E 123 11111166 numbers will be moved Description of Goods 123 11111170 123 11111181 out of the list E 123 11111192 Ma 134 OCEAN Ocean The following Configuration options are available for ocean shipments Ocean Compliance validate containers numbers Do not allow duplicated bill of lading numbers v Include container waybill notes in bill of lading INTTRA 4 Send alternate shipment identifier in INTTRA requests Recommended Send container waybill notes in INTTRA requests e Validate container numbers Check this option to ensure any container number entered is valid The system will not accept invalid numbers Do not allow duplicate Bill of Lading numbers Check this option to ensure a duplicate Bill of Lading number is not entered into the system To include container waybill notes in the Bill of Lading select the option in this configuration screen Result In a Shipment the Container dialog box has a tab called Waybill Notes Click the button to add notes If you have the connection with INTTRA you can configure your Magaya system to send container waybill notes in INTTRA requests You can also tell your Magaya system to send alternate shipment identifiers Ground If you want to configure your Magaya system to prevent duplicating bill of lading numbers for ground shipments check the box Ground Compliance M Do not allow duplicated bill of lading numbers 135 CUSTOM FIELD
34. Kg amp Lb Bill of Lading WWeight urit O Kilograms Kg Pounds Lb Both Kg amp Lb This Form Filling option is available in the Magaya Supply Chain Solution Magaya Cargo System and the Magaya Commerce System Check the following boxes to activate these choices Expand Air waybill details This will show one line per item in a shipment For this option to work you must uncheck the option Fill documents using accounting info If you leave this unchecked you will only have a summary of the details that was entered in the Description of Goods field on the General tab of the shipment e Expand Bill of Lading details This will show a line in the Bill of Lading per item of the shipment Checking this box will activate the Show Container details option and then it will show one line per item in the container See alsothe Ocean configuration setting for more options Expand Cargo Manifest details This will show complete addresses of enti ties in the cargo manifest 112 FORM FILLING Show Warehouse Receipt numbers in Cargo Manifest This is unchecked by default Fill documents using accounting info This will use information in charges to fill operations documents such as the Air Waybill or Bill of Lading Show items dimensions in Master Air Waybill This will show a line with the maximum dimensions of the pieces in the shipment Pieces x Length x Width x Height per IATA
35. Logistics Provider Freight Forwarder WYOCC Courier Ground Carrer Warehouse Provider Airline Carrier Assign blacks of air waybill numbers to customers _ Ocean Carrier Assign booking numbers to customers My company has a bonded warehouse If your company is an airline carrier click on the Airline Carrier button This enables you to assign Air Waybill numbers to customers this will be available under the Maintenance folder This will treat Masters as Flights and Houses as Masters The option below Airline Carrier will be activated when you check the Airline Carrier button You have the option of generating numbers for house shipments when you create consolidations By checking the box the numbers will be created Do not check the box if you do not want the numbers generated If your company is an Ocean Carrier select this button to allow different ports of loading and unloading per voyage With this option Masters are treated as Voyages and Houses are Masters If your company has a bonded warehouse check the box Click the Save or Reset button DOCUMENT NUMBERS Document Numbers Document numbers for operations transactions can be customized in your Magaya system by using this screen Document Numbers Use consecutive numbers for Quotations wn T Trips Pickup Orders r v Jobs Purchase Orders gig Warehouse Receipts Cargo Releases wn T Sales Orders Car
36. Magaya Document Designer program that is included with all Magaya software 1 How To USE THIS MANUAL WHERE TO FIND HELP e Insert JavaScript into a Template Customize your software by adding JavaScript into templates that your company can use e Magaya Database Administrator Access the functions of the Magaya Database Server Agent to create a backup of your database create a custom schedule of backups and more e JavaScript Basics A resource of basic information on variables opera tors mathematical functions and conditionals Where to Find Help If you have questions or need help please contact Magaya Corporation Phone 786 845 9150 Email support magaya com Video tutorials how to tips and other user manuals such as the Magaya Cargo System Operations Manual are available to view or download from the Magaya website www magaya com Additional tips can be found in the Magaya Explorer dialog boxes and screens Videos are also on YouTube Use of the Magaya software and its documentation are governed by the terms set forth in your license Copyright 2015 by Magaya Corporation All rights reserved 2 AUTOMATED ACCOUNTING INTRODUCTION TO AUTOMATED ACCOUNTING 2 Automated Accounting Introduction to Automated Accounting Magaya Explorer provides options to automate the creation of accounting transactions This process is divided into two steps 1 First create the transac tion and 2 tell the system how to calculat
37. No OME Charge participation shipment participation Add Edit Delete UE Cancel Help 95 SALESPERSON S COMMISSIONS REPORTS In the Charge Participation dialog box select the Charge Type and Value The Type can be a percent a flat value or amount per volume weight or pieces Participation Charge Ocean Freight Service Type Percentage of Profit Value 20 00 In the Shipment Participation dialog box add the value The Type is percent of the shipment profit Select the modes of transport for this percent shipment Participation Type Percentage of Protit Value 10 00 Ar Ocean around Import E sport OK Cance The system calculates the shipment participation for a charge partic ipation if one is set 3 Click OK on each dialog box to save To see how the agent s participation is generated in shipments see the section Liquidation in Chapter 14 of the Magaya Cargo System Operations Manual Reports Reports can be created in your Magaya system to view all commissions 96 SALESPERSON S COMMISSIONS REPORTS In the Salesperson s List or Agent s go to Actions gt Reports Other Reports Reports sales Detail lt Sam Houston gt statements d sales by Agent Detail Allow Tracking sales by Agent Summary Remove Tracking Open Invoices sar Houston gt send invitation Ernail Aging Detail 5am Houston gt WebTrack User List
38. Tracking and customize the email invitation Create custom fields to use in transactions and forms Define Task Types and more Some options may not be available in your system depending on the software program you are using or if a plug in is activated for your Magaya account To activate an option contact your Magaya Logistics Advisor To access the Configuration menu go to the Maintenance folder Maintenance w Carriers Forwarding Agents Warehouse Providers Customers Vendors Salespersons Contacts amp Employees 4 Ports al Countries t Configuration z E POGRO 99 INTRODUCTION TO THE CONFIGURATION MENU 100 The Configuration menu appears in the viewing pane of your Magaya Explorer To see all the options use the scroll bar HOF agave Network HF Tasks a Quotations A _ id Jobs C cal i E qf Bookings Epu H E Warehousing Create E venit Aulomaically a TA H Show heuning tips and hints reconnmended a Forwarding Agents Warehouse Providers Compay Type Common opone bo tris computer Customers E FA iets n rewerse onder Vendors i esas cee z C Lirit the quarvily of hon ierre pes kel to a 2 Contacts EA arking Date Paso Employees ariak a mt Ports i Cl Auto sel the last 5 dsn Countries E Stat Daie Erd Osie coun ng L tng J L i ubyung Sprer B Incoming Shipments H Miscellaneous P Form Filing Laos al
39. Transaction Detail lt 3am Houston gt sonigus Daring y Lan Profit by Agent Detail Transactions lt Sam Houston Transactions Listing Profit by Agent Detail Charges lt Sam Houston gt Qpen Transactions Rates Contracts Qn Hand Cargo to bill Magaya Express Link Denied Party screening d Choose Columns Import Export Ej ar TY X VY w Add Edit Delete Filter iim 4 Actions Detail Additional reports are available from the Reports menu on the top of your Magaya Explorer Select Profit Reports to see profit by salesperson or agent The Sales Reports menu option also includes other accounting reports that show commissions such as the Sales Reports by Item report Also see the Chart of Accounts to make a report from the Actions button to see accounts by Type Code the commissions are grouped under Expenses 97 SALESPERSON S COMMISSIONS REPORTS 98 3 CONFIGURATION MENU INTRODUCTION TO THE CONFIGURATION MENU 3 Configuration Menu Introduction to the Configuration Menu You can customize your Magaya software in many ways The Configuration menu in the Maintenance folder provides options to Set up measurement units and how much detail to display in your docu ments Set up document numbering for checks invoices pickup orders and other transactions Enter clauses and define events to use in shipments and other transactions specific to your company Set up Transaction
40. add Custom Fields to an Inventory Item Definition those fields will auto matically appear on the Commodity description when you receive those items in the warehouse To include custom fields in your documents such as Warehouse Receipts Cargo Releases etc you will need to add the same fields to the templates for those documents by using the Magaya Document Designer Then you will select that template to use for those transactions For details see the topic Magaya Docu ment Designer Custom Fields in Reports After you create custom fields you can see the information gathered by the fields and placed in a report In order to create a report that uses custom fields that field must have a checkmark in the box to use in reports To generate a report of this information click on the Actions button in the list you are working on For example if you made a custom field for Vehicle Status and you need to see a report of the vehicle status for all vehicles received 169 CUSTOM FIELDS IN REPORTS 170 in the warehouse go to the Warehouse Receipts List and click on the Actions button s Click on Reports and select the report you want In this example we are looking for vehicle colors When the custom field Vehicle Color was created the checkbox was activated to allow this field to be used in reports IP In Process 38 03 03 2009 Atlantic Sur EY Origin Country IP In Proces 37 1217 2008 Cartegenal E
41. any two pieces of data in your Magaya database not just the phone and fax numbers 211 EXAMPLES OF JAVASCRIPT FOR MAGAYA DOCUMENT DESIGNER 212 Explanation of the above code example First we got the main node of the XML using the documentElement prop erty of our Xm1Document object and stored it on the docElement variable Then using the selectSingleNode method the phone and the fax are pulled out from the IssuedBy entity These two nodes are stored in the phone and fax variables Note these are not the phone and fax values but the nodes themselves we still need to get the values from them Next the phone variable is tested to see if it contains something if so then we extract the text in it by calling the phone text property We concatenate that result to the text Tel and store it in the phone fax variable Then we repeat the same steps with the fax variable if we have any value in there we concatenate it to what we have before in the phone fax variable Then the resulting composed string is returned out of the function using the keyword return The resulting string of this function is Tel 305 555 3232 Fax 305 555 1212 3 Example of how to display a container number in a document function ContainerNumber GetValue Var result var docElement XmlDocument documentElement var ship items docElement selectNodes Items Item IsContainer true if ship items null amp amp ship items l
42. as photographs or attachments They are saved in a separate location from your database to help optimize the Magaya system For details on optimizing your Magaya system please see the section Database Performance Automate Database Backups Overview 238 The Magaya Database Server Agent enables you to schedule automatic backups to occur when you want them to occur You can automate full backups and incremental backups IMPORTANT Set up the schedule on the server computer e Ensure the server computer will be on during the time that the backup is scheduled to occur For example if you schedule an automated backup for 12 00 AM then do not turn off the server computer overnight It must be running to perform the backup Ensure all users are logged off BACKUPS AUTOMATE FULL BACKUPS Automate Full Backups To set up your database to make a full backup automatically follow these steps 1 Click the Options button in the Magaya Database Server Agent dialog box Another dialog box opens called Database Options It has a tab Backups that has the following functions Database Options Backup Performance Enable automatic backups Path Full p Backup Path Ba ckup 3 C Program Files Magaya CorpiMagaya Cargo SystermiB haa Frequency 12 Full backups Weekly Con Sunday we Always keep the last Full backups Incremental backups Time Incremental Backups This process will not cop
43. box s Enter details on the event optional Select a location to connect with that event optional Select from the dropdown to choose the type of automatic creation for this event There are many options You can make an event appear in a WR or Cargo Release when it is created set as In Transit emailed or liqui dated If you choose Automatic the event will be added to the transac tion and will be visible to the customer Selecting Manual will not automatically create an event You will have to select it each time for each WR transaction you are creating such as a WR e Check the box to include the event in tracking Click OK when finished Incoterms are international trading terms that define the point in time in which the responsibilities and liabilities for cargo switch from the seller to the buyer INCOTERMS The Magaya system includes a default list of incoterms To add new incoterms click the Add button and enter the code and description in the dialog box Incoterms Code Description Delivered Duty Paid Delivered Duty Unpaid Delivered Ex Quay Delivered Ex Ship Delivered At Frontier Carriage and Insurance Paid to Incoterm Desonphon 153 TASK TYPES Task Types The Magaya system includes a default list of Task Types Task Types Description Class System Deliver POD Proof of Deliver System Yes Inventor Replenithment Warehouse Management System Yes Generic Task Gen
44. carrier if they are in the list already To create a new carrier profile click on the Add button and select the type of carrier Le Wl DPJ Wyo i a Warehousing Maintenance _ t5 Air Canada 24 Air France aE Almacenar AE Anderson amp Sons Trucking Co Ti ATLAS AIR INC Forwarding 4gents e Warehouse Providers 9 customers 5 Atlas Air Inc vendors i British Airways Salespersons amp Caribbean Airlines amp Employees DE ir Carrier 4 Ports Ocean Carrier t B Land Carrier su A Configuration yE Accounting 7 H E Outgoing Shipments E mie Dey td x a gt oe ene sides mi Edit Delete Filter fd Miscellaneous k To edit an existing Carrier rate double click on it or select it and click on the Edit button In the dialog box that opens click the Rates tab To edit a rate click on the Edit button To add a new rate click on the Add button Carriers General Address Biling Address Other Addresses Ailing Rates b ange Pmt Teme Alt Description Change Drign Destination Method Modes of Transp Ap This opens the same dialog box explained above You can also edit the rates for an existing carrier by right clicking on the carrier name in the Carrier List and select Rates from the pop up menu In the screen that opens click on the Add button Use the wizard to enter the information 47 CARRIER RATES AC
45. dialog box opens Create Customer Rate Freight Class Air Freight Service Markup Type Select the markup type percent or flat enter the markup value and select the customer that this rate applies to Click the OK button The Rate dialog box opens Verify the rate and click OK This will apply the markup to that one customer Modify Rates Use this to change rates See details in the section Modify Rates for Your Customers The rate modification will apply to all clients If you want to modify a rate for only one client use the Actions button in Client Rates Query Rates See the section Query Rates Choose Columns Use this to rearrange columns and add or delete columns in the rates list Import or Export data in XML or CSV formats in and out of your Magaya database CUSTOM RATES CREATE CUSTOMIZED RATES Create Customized Rates You can customize a rate for a client by using a wizard or by opening the Rates dialog box in the Customer s profile The rate can be based on the standard one created for all customers and then changed for a specific customer This custom rate will override any standard rate you set up in your Magaya system for that customer The wizard is available from two places in Magaya Explorer Right click on the customer name in the Customer List and select Rates from the pop up menu In the list that opens click on the Add button to use the wizard You can also access the wi
46. drag and drop options to customize documents sometimes you may need to write JavaScript code for additional functionality This topic will explain the tools Magaya provides when you are programming inside your document Magaya has chosen the JavaScript language which includes functions loops conditions and more In addition the JavaScript function in the Magaya Document Designer has two added objects that enable you to access the data you need XmIDocument and Database objects The XmlDocument object contains many properties and methods that help you code in Magaya Document Designer The Database object allows you to query the Magaya Database for infor mation not present in the XML transaction For example you can use this object to pull a full warehouse receipt a shipment invoice or any other transaction from the database with a single call 207 ENTER CODE INTO MAGAYA DOCUMENT DESIGNER Enter Code into Magaya Document Designer To enter JavaScript code in the Magaya Document Designer click on the Code button on the taskbar and begin entering code E Mase cur oni Dapre Bacto aeen_Borwdri_lebed lected E ik E Ym boot Leno Sob Widow Heo i D iar epg ale 1 HPRP h D kiari iha GP ite et die Gh eh ae P ures pile ee bela Select the Data Source Right click on the Co
47. height shown here Description Notes PO Number aaa e cT36 00x6 00x36 00in Pbicycle tires Code sample function ItemDimensions GetValue base_xpath var docElement XmlDocument documentElement var length docElement selectSingleNode base xpath A Length var length val length null length text 0 var width docElement selectSingleNode base xpath Width var width val width null width text 0 var height docElement selectSingleNode base xpath WHEL ie var height_val height null height text 0 var unit docElement selectSingleNode base xpath 7 Length Unit gt Var Unt veal unit to nud ume CEE 2 Ty Li length v l No Length val N0 0T 1f width val width val 0 0 If Delight val Mm nerght val 0 08 return length val x width val x 4 height val unit val Explanation of the above code The select SingleNode method helps here but with a difference We are concatenating the Length Width and Height to the base xpath parameter We are composing the x path of the dimensions The reason for this is that we are now inside a table and this portion of code will be called as many times as items in the warehouse receipt Magaya Explorer will pass one item at a time and their x path comes in this parameter This fills each cell in the table 213 EXAMPLES OF JAVASCRIPT FOR MAGAYA DOCUMENT DESIGNER When Magay
48. if you include an insurance charge in a transaction that charge depends on the freight and value of the cargo which will be calcu lated first The Priority setting only applies to how the charge will be displayed in documents LiveTrack and Transaction Tracking See more details on these functions in the chapter Items amp Services Click the OK button when done 11 AUTOMATED CREATION OF CHARGES Result When you are done the Items and Services list will show which transac tions have charges that will be automatically created Description Account Name Automatic Creation Bill of Lading Vocumen Documentation Bunker Surcharge Ocean Freight Ine Bunker Surcharge Cost Ocean Freight Cost Caricom fee Documentation Cartage Cost Cost of Services CTG INC Cartage Fee Services CERVELOSS Cervelo 53 Cost Inventory Cost CERVELOSS Cervelo 53 income Inventory Income CAT LOST Crating Cost Cost of Services CAT INC Crating Fee Services CUSBROAFEE Custom Broker Fee Custome Broker in In this example when an Ocean House Export OHE shipment is created and vessel containerized is selected as the mode of transportation a charge for Cartage Service will be added to that house shipment Charges created auto matically will always be added after you selected the client to bill for that trans action The price of the created charge will be calculated based on the tariff or rate set for that charge See the
49. in the blank field using the Variables and Operators Tariff Appl by Calculated s Formula Prices in USD Type the formula here Tw 04 Variables l Operators Validate Cancel Click the Operators button to insert operator symbols to multiply divide etc Click the OK button when you are done You will be returned to the Tariff dialog box 35 TARIFFS How TO SET UP TARIFFS To create a formula that rounds the days and pounds up to the next integer whole number use the ceiling function Tariff Prices in USD Type the formula here ceillT ceil 0 04 To validate the formula click the Validate button and enter numbers to test it The option to calculate by Script shows a screen with a button for variables weight volume etc a button to edit code and a validation button Click the Edit Code button to open a screen to type in JavaScript code This screen is used to type the body of the JavaScript function to calculate the price The function brackets are already included in the header and the closing bracket is included at the bottom of the screen The return statement is required to pass the calculated price back to the Magaya system This code example shows the storage charge that rounds up to the next number Script Code Function 4 4 return math ceiliWi math ceil T 0 02 In the s
50. in the vehicle The answer is Yes or Mo Internal Use Only Allow to Guild reports by this Field Field is inactive 3 Enter a Display Name for example Keys in Vehicle This name will appear in the reports and in transactions The Internal Name is assigned by the system 4 Enter a description optional This will not display on the transaction This will explain when and why this question is used 5 Select what type of field you want Different options will display depending on which type of field you choose These are the options for the types of fields 137 CUSTOM FIELDS 138 6 Text will allow text to be entered in the field You can set the maximum number of characters The default is 100 e Integer is used to enter a whole number e Decimal will allow you to specify a number for the amount of decimal spaces Use the Precision dropdown to select the decimal spaces The default is two spaces Pick List will create a dropdown list with choices you specify o Yes No is used to answer yes or no questions e Date can display the date field To include the time check the box Date and Time e Money will allow you to specify a currency amount Use the Preci sion dropdown to select the decimal spaces The default is two spaces o Lookup will allow the user to select from a dropdown list of the enti ties you set such as Customers Forwarding Agents Carriers etc Check the box to
51. many as you need This rate shows a container the type of container and its rate See the section on Tariffs for more details on using this table Click on the Contracts tab if you have a contract number and expiration General Contract Notes Click on the Notes tab to enter any notes as needed Click the OK button to save settings when you are done Result This customized rate is now ready to be used Your customers with access to Magaya LiveTrack can view the rates online Carrier Contracts Managing Contracts 60 When you get a contract from a carrier or you want to create a contract with a customer you can enter the rates for those contracts in your Magaya system and update them in groups CARRIER CONTRACTS MANAGING CONTRACTS Then the rates are available to use in shipments and other transactions saving time since they do not need to be entered each time The contracts feature is an easy way to create rates and group them in your Magaya system You can find the contracts in the Accounting folder Eg Warehousing HJ Maintenance 4 2 Rates faz Standard Client Rates FF Client Rates TE carrier Rates J Client Contracts Ta Carrier Contracts 1 Route Segments eae e Routes E3 ie Accounting The Carrier Contracts is the place in the Magaya system that handles your purchasing rates your cost to purchase carrier services This is where you enter the rates that the carrier gives you
52. offers a discount you can use a negative number Amend Rates Learn how to make changes to rates in your Magaya system when you get a rate increase from a carrier Also learn how to change a rate per customer 72 AMEND RATES AMEND RATES BASED ON GRI Amend Rates based on GRI When you receive a General Rate Increase GRI from a carrier you can enter the updates in your Magaya system and apply the rate increase to multiple ports at one time instead of one at a time Make sure you select the correct amendment that you want to make changes to 1 Inthe Amendments screen click the plus sign A dialog box opens 2 Enter the Amendment Number and Effective Date v From 17 172010 To 2 4 2010 F x d FY ar Amendments for Contract lt SUD1122 gt PPS fective D Number Effective O Contract E mpolee Note 26 2010 5SUD1123 0172872010 5SUD 1122 aetrninistrator Administrator Contract Amendment Eg General Attachments Notes Effective Date af dood wt wm MPS Description Employee llene Taylor we 3 Click OK The dialog box closes and the new amendment appears in the Amendments list It will show the contract number and the amendment number 4 Select the new Amendment to highlight it 73 AMEND RATES AMEND RATES BASED ON GRI 5 6 7 74 Go to the Rates section of the screen and click on the plus sign Be sure you are in the correct amendment before you
53. or any others in your Clauses List and it will be available for use every time you need it Clauses can be added in the Configuration screen or while you are working in a transaction such as a Warehouse Receipt This is the Configuration screen Clauses GX Transaction Name Category Notes Tracking Damaged tems Proof of Deliwem Damaged tems Missing tems Proof of Deliver Missing items Fragile Contents Booking Handle with Care Qh Invoice Payment Terns Invoice Invoices due within 30 days of j Consolidate per shipment Shipment Consolidate per shipment Clause Information Hame Invoice Payment Terns Category nee Clause Test Invoices due within 30 days of invoice date Transaction Log Online Bookings SHIPMENT DOCUMENTS Click on the Add button to open a dialog box where you can create a new clause Enter a name for the clause and the Clause Text a description Also select the category from the dropdown The Category list shows all the transac tions you can add the clause to such as Warehouse Receipts Invoices Bills and more To add a category not listed click on the button with the three dots Shipment Documents Use this option to set your system to automatically include specific shipping documents in shipments when they are created For example if you always want an air waybill included in every air shipment created assign it here so that the document will be automa
54. or save and add another rate CARRIER CONTRACTS ADD RATES TO A CARRIER CONTRACT e Click Save The system tells you the processing is completed Add Multiple Rates Wizard Completing the wizard You have successfully completed this wizard Read the instructions on this screen before proceeding Please make sure that the information you have entered is correct Click on Save when you are ready For the system to commit the changes to the database Save 71 AMEND RATES ADD RATES TO A CARRIER CONTRACT e Or click Restart If you want to add additional rates that use some information that is similar to the rates you just entered click the Restart button Add Multiple Rates Wizard Completing the wizard You have successfully completed this wizard Read the instructions on this screen before proceeding Please make sure that the information you have entered is correct Click on Save when vou are ready For the system to commit the changes to the database The process has Finished successfully Please if you will be processing similar information and wank to keep your input click on Restart By clicking Restart the wizard will return to the screen with the origin and destination ports 8 Click Finish The wizard closes and the new rates are displayed in the list Extra Info The same expiration rate can be used when copying a rate This is useful when creating sales rates from the cost rates If a carrier
55. recommended Allow a background process to extract heavy weighed data like images and attachments to an external File System Directory recommended Start up This option improves performance by pre loading entities such as Customers and Vendors If you have many entities you can uncheck a box so that your Magaya Explorer starts faster The entities unchecked will load as needed when you use that feature in the system Attachments amp PDF Options Optimizing an image for the Web will reduce the file size so it is faster to email or download If you want the system to ask about optimizing images first check the boxes The system uses black and white colors for the background of PDFs as a default Recycling These options are explained in detail in Chapter 8 Magaya Database Administration Please read all the steps in that chapter carefully before configuring the Recycling options 145 TASK SCHEDULING Task Scheduling Clauses 146 This function is reserved for the system to schedule tasks such as checking with UPS or other carrier for updates if you are using Magaya Express Link It also checks inventory stock levels if you set them up In the future other repeating tasks may be added You can save clauses in Magaya Explorer for notes that you add frequently to transactions For example you may have a clause such as Consolidation as per attached cargo manifest that you add to master shipments Save this clause
56. screen because there is a monthly service fee which includes a minimum quantity of screenings per month If you go over the minimum you will be charged per entity that you screen 109 CONFIGURE To configure the Magaya Denied Party Screening plug in go to Maintenance gt Configuration gt Denied Party Screening Denied Party Screening Denied Party Screening 7 Enable Denied Party Screening V Screen new entities contacts when creating them Screen entities contacts when editing them Screen shipments before filing to AES K a a a Always confirm screening results inmum threshold acceptance Fair Match al Days to validate since last check a0 T Banned counties Available Countries Hame Mame SUDAN CUBA SURINAM IRAN SVALBARD AND JAN MAYEN KORES NORTH OW if LAND SUDAN Remove c lt Remove SYRIAN SAAB REPUBLIC SWEDEN ol T ERLAND SYRIAN ARAB REPUBLIC TAWAN REPUBLIC OF CHINA TAJIKISTAN TANZANIA UNITED REPUBLIC OI _ TILA ARIM 4 i t 1 Check the box Enable Denied Party Screening to activate the options below These options include screening entities against the U S govern ment list and screening for banned countries that you configure here 2 Configure when the system performs the screening by setting these options Screen new entities contacts when creating them This option tells the system to screen any new entity or contac
57. screen in the wizard 3 Click the Add button to enter the common rates for the ports you selected in the previous screen 4 Click Next to go to the next screen This screen will show you the rates that were generated by the system You can edit a rate here if needed Click Next 5 Ifthere are any rates similar to the ones created the system will set the expiration dates for them based on the effective date Click Next 6 Click the Save button if you are done Add Multiple Rates Wizard Completing the wizard You have successfully completed this wizard Read the instructions on this screen before proceeding Please make sure that the information you have entered is correct Click on Save when you are ready For the system to commit the changes to the database Save The rate information is saved The following note will appear The process has finished successfully Click the Finish button if you are done 7 Click on the Restart button if you want to add more rates and use some of the same information The wizard will return to the first screen and show all your information on each screen so you can make changes 86 SALESPERSON S COMMISSIONS Salesperson s Commissions In your Magaya system you can add salesperson s profiles and include commis sion participation rates for each salesperson when they sell or freight or inven tory The system enables you to enter profiles for sales people who are employ
58. specifications It also has a second option to show items dimensions detailed which will show the dimensions per each line in the shipment on the Air Waybill Use item notes as Marks and Numbers in BL Bill of Lading This will use any notes entered about an item on the Commodity dialog box inside the Commodities tab You can use the Notes field or Notes tab while you are working on a transaction Warehouse Receipt amp General Shippet Lonsignee Suppher Carrey Fharges Events Attachments Note 7 Staus Package Desciphiorn Pieces Length Pending Box bicycle tines 26 36 010 Commodity General Identification EEI Pending Descriptors Package Type Location Box ww Pieces Dimension Le x HE in 26 36 00 6 00 _ By Totals Piece Total 4 00 104 00 4 50 1117 00 fe 7 Unitary Vals Total Value 0 00 0 00 Other options in the Configuration menu enable you to set the weight units for Air Waybills or Bills of Lading You can choose Kilograms Pounds or both The default is set to the use Both These units are only for the Air Waybill and Bill of Lading and has no relation to the Measurement Units for a shipment Note The Form Filling options dialog box is also available in the Shipment screen by clicking the button Settings The Settings button can be used to change units per transaction if needed Otherwise the units are
59. the Online Update window to start the update Magaya Online Update Pa The Online Update will update the Wagaya Software files from FE Maqgava s servers all modules must be closed You need to be Se connected to the Internet to execute this process To begin press the Start button aa File copy progress n Corph agara Cargo System D atabaseUl exe LLLELLLLLELLL Update progress fooe 30 Eb of 67940 00 Kb COO 7 When the update is complete the Magaya Database and Magaya Commu nication services will start i Magaya Communication Service Default x This service is now Running Connection Type Online through Gateway We 1 46PM 8 Restart the computer or server to apply the update Then the update will be active on all the computers in your company that run Magaya software When the user logs in again the new version will run If you receive a message stating that you need to restart your server follow these steps 1 Click OK on the message notifying you that the Communication Server cannot connect to the Database It will run in the next step 2 Click on the Magaya Cargo Explorer icon on your desktop 257 UPDATE MAGAYA SOFTWARE 258 3 Type Yes in the field that asks if the backup was done Now the Commu nication Server will be able to connect to your database 4 Click on Start and go to All Programs gt Magaya Software gt Magaya Communication Server to manually st
60. the section Add Rates to a Carrier Contract The single rate will apply to one carrier for one transport mode and only for one origin destination In Magaya software there are many options for creating rates Create Rates by Welght Plece Container Volume Origin and destination Made of transport Commodity type 43 CARRIER RATES SET UP CARRIER RATES A dialog box opens The following example shows an ocean rate General Contract N otes Carrier Freight Service Class Ocean Freight Service Cost w Origin Destination Freeport Grand B Method Vessel Contamenzed yt Transit Time o days Apply by Container Miri blax Container Rate 20 Ft Standard Container 800 000 40 Ft Standard Container 1200 000 Prices in USD On the General tab select the carrier or add it if it is not in the list Select the freight class service This pulls from the Items and Services of type Freight and Other Freight e Enter a description optional Use this for Commodities that you want to classify by type such as electronics To enter a new commodity click on the plus sign in the dropdown menu enter the information and click OK Commodity Types can also be entered in Maintenance gt Configuration gt Commodity Types The Commodity Type can also be specified when you are entering Inventory Item Definitions Select the Commodity field on
61. the text box to activate it To make the field display the way you want it to right click on the field and select Field Properties gt Format gt Boolean Note If you have the transaction document open in Magaya Explorer while you make changes in the Magaya Document Designer you will need to reload the data into the form to see the custom field To reload right click on the docu ment name in the folder list in Magaya Explorer From the pop up menu select Reload data ql Outgoing Shipments Copy i 2008 oo Si 2009 Pete sons Trucking i i Air Rename Ocean Read only Shipment2d Exclude From Tracking TNA Ve H Shipment Shipment25 orep Tin Say HBOLS Move Down HBOL 10 w Linked to shipment HEOL ecole a ae EEC endTo l Cargo Manife Send by eMail lim Dock Receipt Save Copy S ll Ground g Incoming Shipments Properties H E Miscellaneous ka lt For Help press Fl Page numbers can be added by adding a new Edit Control In the Properties check the option for page numbers The system will automatically output Page 1 of 5 for example Here is an example of a Cargo Release with a Custom Field added to gather information required by the TSA the U S Transportation and Security Admin istration ADD CUSTOM FIELDS TO A TEMPLATE 1 Create the Custom Field Custom Fields Customizable Elements Custom Fields
62. up carrier rates k Page One Magaya Network 2 Tasks ia Quotations Le Jobs i Bookings Ei Warehousing H Maintenance EEN EE M E E 22 Standard Client Rates F Client Rates So Carrier Rates Client Contracts Jaa Carrier Contracts aa Route Segments n Routes Accounting W E Outgoing Shipments E g Incoming Shipments if Miscellaneous Carrier Rates Set Up Carrier Rates Carrier Rates are your purchasing rates for freight services how much you pay the carrier For each carrier that you use add the rate information they give you in your Magaya system This rate will be used as the Cost in freight charges To set up the carrier rates follow these steps Go to the Accounting folder expand the Rates subfolder and click on Carrier Rates 42 CARRIER RATES SET UP CARRIER RATES Click on the Add button and select the type of rate you want to enter A single rate or multiple ones E yE Accounting lt y Chart of Accounts Items and Services H Rates Standard Client Rates Ge Client Rates Tal Client Contracts Ta Carrier Contracts Invoices Invoice List ae Bills 5 Bill List EF Payments EF Payment List 4 Deposits oy Deposit List S Checks ML m l Iinl Multiple Rates Single Rate 7 Filter This example will illustrate how to add a single rate Multiple rates is explained in
63. user will see a calendar when they click on the Date and Time dropdown in the Custom tab of a transaction such as a Warehouse Receipt Date and Time Vehicle Recerved Sun Mon Tue Wed Thu 2 3 4 45 E 9 10 11 12 13 16 17 18 19 20 23 24 EJ w 2 30 31 Today 1 25 2011 Money will allow you to specify a currency amount Use the Preci sion dropdown to select the decimal spaces The default is two spaces Precision 165 STEP BY STEP PROCEDURE e Lookup will allow the user to select from a dropdown list of the enti ties you set such as Customers Forwarding Agents Carriers etc Field Type Maai Customers Forwarding Agents F Carriers Vendors Warehouse Providers Salespersons _ Employees F Contacts When you select the Lookup field the user will have a dropdown list to choose from such as on this WR dialog box Warehouse Receipt Supplier Carrier Commodities Charges Events Attachments Notes Internal Custom Vehicle Color Text Field This is what the user sees for the custom field type Lookup kep in Vehicle Customers A Art Basel Gallery Customers a Customers Atlantic Surplus Customers Bell Helmets Customers P Bill s Storage Units Customers Biscayne Bike Shop Customers 166 STEP BY STEP PROCEDURE 10 Check the box to Allow to build repor
64. 0 9 9 xX B Ocean Ground ocum Frint Find Delet Network Commodity Types Custom Fields Code Description 210730 Electronics OOOOO00000 Freight All Kinds Commodity Type Event Definition Biase Description Electronics Oe i Task Types E JavaScript Code Commodity Types Shipment Documents Cancel Click Ada to add a new Commodity Type Edit Delete Filter By entering a commodity type here it will enable you to assign rates by commodity type and to receive cargo in the warehouse by commodity type so the charges for the items will use the rate you assigned Divisions If your company has different divisions you can set up the divisions in the Configuration screen As a result the division will appear as a dropdown menu 150 DIVISIONS in transactions When you select that division the address of the division will appear on the documents Employee permissions can be assigned based on divi sion Click the Add button to add a new division Ay ae Divisions Name Fhone City State Show in Header custom Fields Ocean Shipments Coral Gables FL Yes Division F Division Address US Customs Codes Event E Damihan Division Name Phone EMail Default Company r Use this division in document headers _ Assign this division to entities created by its employees JavaScript Commodity aA i A 4 7 F oe y Types ost p a _ Add Filt
65. 00 00 CP June 03 2012 12 00 AM Full aubobackup full 01 2012 06 03t00 00 OP May 31 2012 12 00 4M Full may 31 2012 bak MMayi4 2012 12 00AM Full may_14_2012 bak WM Apri 30 2012 12 004M Full apr_30_2012 bak i ee a i Te ia i AR m di eee m Ad A Lai lt Backups are displayed in chronological order and are labeled as Full or Incremental You can go back to a desired time and the system will auto matically restore the Full backup and any Incremental backups since that 243 BACKUPS RESTORE DATA FROM A BACKUP FILE time The full and incremental backups work together and depend on each other If files need to be decompressed the system asks you if you want to decompress them now Magaya Database Server Agent k Some of the files required to complete this restore process need to be decompressed Do you want bo continue to decompress them When the decompression is completed the system shows you the result and asks if you want to continue Restore Database The Following list of backup files will be restored into the database Please walt while this process decompresses the required files Filename Status WP c program Files magaya corpimagaya cargo syste Decompressed Current activity progress CCOOOA Remember that to Fully restore your database you should replace the BLOBS Folder containing images and attachments with the one you copied as part of your backup procedu
66. 02 do not process the ATTACHMENTS attachments XML NO_WRITE_ 0x00000010 do not process houses HOUSES XML_TRANS EVENTS _ 0x00000020 do not process events of ONLY related transactions XML_ATTACH DOCS _ 0x00000040 transmit only the SUMMARY attachments documents description but not data XML_INCLUDE_ 0x00000080 included related transaction RELATED_OBJ like invoices for a shipment XML_EXCLUDE_ 0x00000200 do not include the shipment DOCUMENTS documents in the XML XML_INCLUDE_EXP_ 0x00000400 process expense charges by CHARGES default are not included XML _ CREATE ENTITIES 0x00000800 use entities information in transaction to add the entities to the database XML_EXCLUDE _ 0x00008000 Exclude subitems inside SUBITEMS items XML_INCLUDE_ 0x00020000 Include related transactions TRANSACTION URL URL to access via Transaction Tracking XML_BASIC_FIELDS 0x00080000 Write the basic fields in any object Note that you cannot use the name of the flag in your JavaScript code instead you have to pass the associated values Database Object Example 1 When working on a Warehouse Receipt Label document all we have in the XML is the information related to the warehouse item for which we are printing the label If more information is needed we need to go back to the database and pick from there what we need such as the name of the issuing company 218 THE DATABASE OBJECT function IssuedByName_ GetValue var result s var docElement XmlDocumen
67. 12 NANO CNS ase ee se ce EE ee Se we ee ee ea ae My ee ee ee 114 Measurement WTS cee alens catia ad Gada easy ak dith we tea aay aka a a fs 114 Transaction Trackin eaea aes dk wt weak l Se Ek ee eae 115 Customer Setup For LiveTrack and Account Numbers 116 PCO Messages arusa sheik BOs ee See ei oul ea ew He WA Wk Sew SES 118 Ou tgome Mossas wai thas SiR dale wld Goin ced aed ogee Noe a cue 4 ode 119 AICS sate ad ne ra a a a e a eae end Geo dumb ane wee eed a web dee ae 120 PULCHASING 65 45 eas A E bh oe ae A ea eee Oe eed 121 Ona BOOKINGS os au tn eesti eas 6 UL OR ee ar eira eea Narea 122 Onne Paymenis esperus ioe tiaa 36 aaa de A A be Su a 122 Onine Sales Orde earen E E E TE AE E E 124 Online Shippine Orde ieia og ote eed we BRE ME aN E Ge E 127 US CUStOMIS SV SECIS sa ra rte aaa aa a nc gee ae Ss 128 eS I suche bo cect one ane hae bg wel ene we ae ho ge Midi dee be ieee 128 WMS oivonitlae ch meg eau kam bine oe beh wag een bit oe SESE RELREE SOR MBAS 129 POD MO Bile y Aerar e a ed Sete dead ea eh A ee meee A 130 DG ASS sped ese ac ues a none A EE eae ese oe ie eee ae a ae he E ET 130 PRUNE oE tach des temeena une A tion Gua teeeeatonan AG Oak gata Sear aang ace done aed aaa 131 GAIN ke ae cae sae a ee megs Ey Saw EE A a es 135 RTO IM 28 tag crete bans gh ENEA ae ace ae we eee Sd EE E 135 CONEIS 46 eo pees asin beh eee gat dase hae ease ae dan ae hae 136 JAVAS ChIDUC O0C ac ht Ss ech tere echt a a eis eb aE
68. 2011 End Date Never Ends Generate Monthly v dap 1 v Charge in Advance Apply to On Hand cargo in the Warehouse IF you select this option charges will be calculated based on the tarts applied to the Un Hand Warehouse receipts Amount of days before start billing each warehouse receipt 10 days Generate a separated charge per line item Calculate charges based on the smallest packing unit Ex boxes inside pallets Disable recurring transaction Select the start date Today s date is filled in automatically Change it as needed This is the date that the system will begin generating these invoices You may create the invoice template to begin invoicing the customer starting next week for example Next week s date will be used in the invoice You can also set up retroactive recurrent invoices by using a past date Set the end date or check Never Ends if the service is continuous Generate Select the frequency that you want to generate the invoice If you select Monthly also select the day of the month 1 31 If you select the 31st the system will default to the 30th for months that do not have 31 days If you select Weekly the invoice will be generated on Fridays e You can charge the customer in advance by clicking on the checkbox If not uncheck the box it is unchecked by default When charging monthly in advance the customer is paying for that whole month in ad
69. 233 Reports by custom field 169 Reports choose columns 275 Reports customize 273 Restore data 242 Roll On Roll Off RORO 45 69 S Sales Orders summary or detail view 121 Salesperson commissions 87 Schema elements 183 Search by customer name or account number 118 Security configuration 143 Selling rate Standard 48 Server Authentication 253 Shipment Documents set up 147 Shipment numbers 104 Shrink database 250 Standard client rates 52 create reports 55 Start database 232 Stop database 233 System Alerts 149 System startup 145 T Tariff 30 create new 32 Task Types 154 Tax rates fiscal printer 108 Transaction Log 246 clean up 142 Transaction Log set up 141 Transaction Tracking set up 115 U Unstructured data 248 Update Magaya software 256 Users connected 233 y Vendor periodic bill 29 View transactions limit list length 101 W WMS set up 129 Working Date Period 101 X XmlDocument Object methods 210 properties 210 Z Zebra printer 114
70. 3 Automated accounting 7 Automatic creation tab 10 B Backup database 234 automate overview 238 automate full backup 239 automate incremental backup 240 full manual 234 incremental 236 Bill of Lading expand details 112 Bill create periodic 29 Bill create recurrent 22 Blobs 238 248 Bookings Online set up 122 C Cargo manifest expand details 112 Carrier Contracts add a new 63 66 add multiple rates 66 Carrier rates 42 create reports 48 CASS 155 Charges automate 7 Charges dependent 11 Charges prioroty 11 Charges show or hide in documents 11 Check create recurrent 23 Clauses set up 146 Client Contracts 62 84 Code enter JavaScript 139 Commissions set system wide 121 Commissions inventory 92 Commissions salesperson 87 Commodity Type in Rates dialog box 59 Commodity Types set up 150 Company type set up 102 Configuration menu 99 Configure ocean shipment settings 135 Contract Tab 46 Contracts 60 amendment 64 carriers 63 clients 84 Contracts Manager 61 Control link with data source 174 Credit Limits set up 106 Custom Fields advanced filter 171 deactivate 167 detailed set up steps 161 examples 159 internal name 162 reports 169 set up 136 tab 160 type screenshots 163 types 137 Custom rate 57 Customer registration via Custom LiveTrack 116 Customs US 128 D Database performance 245 Database Object flags 217 Database server agent 231 Deleting transactions 246 Denied Party Sc
71. 3 File Edt View ECLA Layers Script Window Help DO S Bakrun ae maa Y l Delete Background PS Lins chekeo i Ey Fik Solid alau Table Control om i A P TA Hi a Re a ee es ial Selection Tool ISSU mw Text Eoee SSUE Ellipse PHONE_FAX i z Shipper Information SHIPPER_NAME 2 Draw a box on the document where you want the image to appear A dialog box opens 3 Select your logo image file from your folder 4 Click OK to insert the graphic To adjust the size or shape of the box click on the Selection tool on the toolbar the button with the arrow Squares will appear on the corners of the image box Click and drag from any square to resize the image The image will be fit into the space of the box stretching the image if needed To turn off this stretch feature right click on the image and select Image and select Stretch to uncheck the option Another option in this menu is Image and Adjust control to image This option will display the image in its original full size To delete the image click on the Edit menu and select Undo Insert or select the image and click the Delete key 201 ADD AN IMAGE OR LOGO TO A TEMPLATE Save the template when you are done Tip As with any document you are working on it is best to save periodically while you are working Magaya Document Designer BillofLading sdf File Edit wiew Insert Laye
72. 700 0 TWO thousand THe NUNGTE 22222ceseess erence eceesserssesserseeseessereesseeseesserseeeess 00 ogi ars Actions for Recurrent Transactions In the Recurrent Invoices list and the Recurrent Bills list click on the Actions button to access the following options Generate Recurrent Transactions Update On Hand Cargo to bill Choose Columns rE Actions e Generate Recurrent Transactions If there are transactions due to be generated they will be generated when you click the button Otherwise a note will state that there are no transactions to generate at this time When you log into the Magaya system you will receive a notice if there are any transactions to be generated if you have accounting permissions You can click Yes to generate them or No to generate them at another time Update On Hand Cargo to bill A note pops up to notify you that the update is in progress This will link a new recurrent transaction with ware house receipts previously received for the customer This is normally done automatically but this manual option is available Choose Columns As with any list you can choose the columns and their arrangement 26 PERIODIC INVOICES STEPS Periodic Invoices A Periodic Invoice will gather all the charges for a customer and place them on one invoice during a week or month Steps 1 First to enable this function for your Magaya system go to the Maintenance folder
73. Ba ee a 139 PEAS AC OMS 5 ts enter cat nt nt bina sae ds cua ie hea eee curate 141 DCU a E R E a a a a a r rein e ae aa 143 Maintenance amp Performance 00cc cece cee e cee ececeuceeaas 145 Task SCNCQUINNG s 5 0 04U voc 24th GRRE CA SRR Ae deh hohe eae deed 146 AIG Sass cca etic seein E et te Re ace ead E tse A O Bees Gm cE A 146 SMPN OC WIM MS ris eTa ae tine col ae ae Gehan dt E doen age ele aay act ore mie gh ea 147 OVSE ILOT S rcs heared e A ih a aed ag Gene Wea aero mein eee 149 Commodity Ty Pes serit wes doe eee bs eASE ete ERE ee eARe eee Ree 150 DIVISIONS etna wins CaM Rise Re oN as Ae ON asad OM os Ode et eae ts 150 Event DeHMiOM eeren oan oh S08 oe ae Oe ae he A 8 A ee RS 152 NICO Ve tis a areas tain E T E EE ae ee EES 152 MA SLY eeren fh le Ge chides oh it Me Bestest ead Telos Ae hk A aS celeste had Oe clack E att 154 XME Pans LOMmmavOns are ev eee tee a eae ta ee eRe ReRee he eee eee ee ees 154 Emad Templates senpe bees estes oa aed ah to pcee eek a dead decreed Greene EEan nd 156 Payment Terms 5 04400446444454394 44 934446 O49 DMASRAEEOE SE EEEERAEREESS 156 AC ustom Fields enaiis 6 oh Ss eee Merce eS ew E ewes cree ad aie nse ee gee 159 latroducton to Custom Fields casamen eae E Macatee E ETET 159 Step by Step Procedure ceiro o es aaea aaea aa Ae Aad Vine GEM e Ka a e a 161 Custom Fields in Repos 44424965948 aar a AA N ee ees 169 Custom Fields in the Advanced Filter 0 0 0 0 ccc eens 171 Add Custo
74. CCh esr canted eos Sal eee ee N eas aaa 217 Te MIVASIONS oaan a rI aot ara koh e Sane eda Gee AGs we awa oad ees wee ee 223 Introduction to Divisions 0 cee eee ee eee eee eee eee n nes 223 Step by Step Procedure Set Up Divisions 00 c cece eens 223 ASsicn an Pimployee to a Division 24 i6 ouergedgeetat Si theceereg hates oaks 226 Using Divisions in Transactions 0 0 0 0 00 eens 221 BeOS Oy DIVISION eae teat te peice teens oie sees annette eters de ec ena eas pate eae ee 228 8 Magaya Database Administration ccc ccc ee ccc eee e cece cece eeees 231 ING OCUCHON 3253 4 cbse be See CAR OOM Woy atime EET E akin ame eS 231 Working with the Magaya Database Server Agent 00 000 232 Ba KUPS 4 ace oo eee E EE E OR A AE 233 Create a Full Backup of Your Magaya Database 0 0004 234 Create an Incremental Backup 2 i056 0a38 sad eee O06 S446 S89 taraen 236 Automate Database Backups Overview 0 0 cc cee teens 238 Automate Full Backups 0000440 s040004 oeS8dee8 S058 044 SRESRSeRe Ew 239 Automate Incremental Backups ve bo tasr Seeded a Soule Loe Garg Bs elon Die are 240 Restore Data from a Backup File 0 0 0 0 cece ns 242 Database Performanc 252 2ecbdos tate batetee dota eee ee ees 245 TSC CV CUING nays coin 6 cece ta hn ease Bat bree ar S aie E Mado Geek a 246 Extract Heavyweight Data to the Blobs Folder 0 248 Shrink the Data
75. Currency Quantity 2 Show nDocuments Status The Magaya Explorer gathers many pieces of information about shipments and their charges With the Magaya Document Designer you can create a custom form with the shipping charges you want to show in the form Add Custom Fields to a Template If you added Custom Fields in Magaya Explorer then you can make the data gathered in those Custom Fields appear in the document Custom Fields can be added in the Maintenance folder gt Configuration gt Custom Fields Custom fields may be used to gather data on transactions such as a Warehouse Receipt WR If you ship vehicles for example you may need to know if the title or keys are with the vehicle First create the custom field in Magaya Explorer and then add the custom field to the WR document template Tip Remember the Internal Name assigned to 196 ADD CUSTOM FIELDS TO A TEMPLATE the custom field You will need it when you are working in the Magaya Docu ment Designer To add a custom field to a template such as a WR go to the WR document and click the Actions button 1 From the Actions button s dropdown menu click Select Template 2 Select a document template from the list and click the Copy button 3 Rename the file and save it in the same folder as the other document templates the Magaya software Forms folder in the same place your soft ware is saved usually When the Magaya Documen
76. ESE tens F Bill List CUURIER INC HF itis aein thee Payments CAT DOST a ee eee iha LAT 4HL 4 the E Payment List Cartage Cost P amp Deposit List ri T DISCOUNT m E DOC EF Check list BD_LE7SHNC p Outgoing Shipments pD LE75000S E AJ Incoming Shipments ELEC EWP Ga Miscellaneous EQ AENT EQUREN TAL i EQURENFEE Equipment retal hee Equipmert Fertalin Other AUTOMATED CREATION OF CHARGES Click the Automatic Creation tab and follow these steps Items and Services ES Definition Automatic creation Landed Cost Notes M Enable Automatic creation for Warehouse Receipts WRA C Pickup Orders PK Quotation CT Cargo Releases CA Sales Orders 50 Export Shipments Import Shipments Fl Air Master Shipments AME Air Master Shipments Awil x E Air House Shipments AHE Air House Shipments AHI i Ocean Master Shipments OME Ocean Master Shipments OMI Ocean House Shipments OHE Ocean House Shipments OHI Ground Master Shipments GME nd Master Shipments G hll E Ground House Shipments GHE nd House Shipments GHI Do not show in documents Modes of Transportation 0 Priority sorting order 1 ts highest 0 ts no priority T The price for this charge depends on other charges in the transaction Dependency level tae natal Activate the checkbo
77. File System Directory Recommended When you check this box the Configure button is activated Click the Configure button A dialog box opens In the dialog box set the number of days you want to keep transactions For example you can set how long to keep transactions in the Transaction Log The Transaction Log keeps a record of every transaction including deletions For example when an Invoice is deleted from the Invoice List RECYCLING it is still saved in the Transaction Log where it can be restored by right clicking on it Dates From ef 1202 V Teli Transaction Type Type Date Curent Mame Employee Deletion lnvoice 08102012 fa Administrate View record Clean up Transaction Log Export Choose Columns When the Transaction Log is cleaned up the transactions are removed from the Transaction Log but they can still be accessed via the backup file if you need them later Backup your data before cleaning up the Transac tion Log It is important to clean up the Transaction Log to help reduce the size of your database To find the Transaction Log click the Options button on the top menu of your Magaya Explorer 5 When you click the Save button the recycling process begins The recy cling process will run in the background while users are working 247 EXTRACT HEAVYWEIGHT DATA TO THE BLOBS FOLDER When the process is completed the system creates a Task Alert to notify y
78. For example in this example the element Key in vehicle is the first in the list If you want to move it down the list select the element and click the Move Down button The element will move down one place Select the field to edit delete etc and click the button needed When you delete a field it is deleted from the list in the Custom Fields screen from the transac tion tab and from the Reports menu If you delete a field that was used in trans actions you will still see that field in the Advanced Filter This enables you to filter by that field for any past transactions that used that field The Copy To button will open a dialog box so you can copy that field to another transaction so you do not have to recreate the elements Copy Field To Field Display Mame Internal Mame vehicle satus Type Pick List Copy Tor Suobatian Pickup Order 168 CUSTOM FIELDS IN REPORTS Result After you add a custom field it becomes available as a new tab in the transaction The dropdown fields will display lt none gt until a selection is made Warehouse Receipt Supplier Carer Commodities Charges Events Notes Internal Note kep in Vehicle Third Party Vehicle Status HONE ls vehicle gas drained The information added into the Custom Fields will be automatically carried over to any other transactions you create from this Warehouse Receipt such as to a shipment If you
79. Header Report Title iis l Size l4 ow Color Header Report Subtitle l Header Report Date Bold _ Italic Body Column Names Body Row Labels Preview Body Report Values Body Report Totals Configure Report Header Info Fonts Numbers Show negative numbers With a leading minus sign In parenthesis Highlighted in red 271 15 All Numbers Show numbers divided by 1000 Do not show cents Do not show if zero 274 CUSTOMIZE REPORTS OPTIONS For example to display negative numbers in red select the options above to see the numbers in your report as follows Amt Due Original Amount 10 700 32 10 700 32 10 700 32 1 500 00 Other options available e Display whole numbers or numbers divided by 1000 Output numbers using the thousand separators for example 1 000 000 00 e Display negatives values in red or in parenthesis Choose Columns 1 Click the Actions button and select Choose Columns 2 In the dialog box that opens select the column you want or click the Add Column button to open a new dialog box with more choices Column Settings Status y Number Text Date Date Rename Shipper Text Ean eee Text Field Type Text Carrier Text Pieces Integer Visible weight Ib Decimal Word Wrap Supplier Text Volume f Decimal L lssued By Tert Align Left J Warehouse Provider Text L Employee T
80. INISTRATION INTRODUCTION 8 Magaya Database Administration Introduction The Magaya Database Server Agent contains all the functions needed to manage your Magaya database including tools to optimize your database performance to create a backup of the database and how to set up an automated backup schedule To access the Magaya Database Server Agent right click on the taskbar icon for the Magaya Database Server Agent or double click on it Magaya Database Server Agent icon When you right click on the icon a menu pops up Select Open Database Administrator Open Database Administrator Stark Database Server Stop Database Server About Exit 231 WORKING WITH THE MAGAYA DATABASE SERVER AGENT A dialog box opens Mapaya Database Server Apent EA Magaya Database Server DOC01 6110 S kunning Fies Location Databass Locabor Log File C Program PlesiMageaya Corpyhlsgaya Cargo System magayadd log Connections W ixallses F Rerata Users Ty Other Conmections Fg All Connections Camputer Haia Liger Harma raian jipoicahion Tyne B boi L Explorer Local If the database is not running click the Start button Working with the Magaya Database Server Agent The dialog box for the Magaya Database Server Agent shows the following information about your Magaya database 232 The database computer number and the port for this database are listed on the top The status of t
81. ITIAL gt Status Carrier Charge CARRIER CONTRACTS ADD A NEW CARRIER CONTRACT The Number field is Initial This Initial amendment is the original contract with the same effective date as the original contract and all the details Contract Amendment General Attachments Notes Humber INITIAL Effective Date 1 26 2010 wt Employee Administrator Now that the carrier contract information is entered in your Magaya system you can enter the rates for this contract 65 CARRIER CONTRACTS ADD RATES TO A CARRIER CONTRACT Add Rates to a Carrier Contract After you add a contract into your Magaya system select it to add rates to it Comrect Gales Thi yem bo dete ir From 17 j2 a la 37 aag qu x Contracts P F K F F amendments tor Contract 501122 a gt My Gr Humber Entiy Eflectwe D Humbe EBectwe Cortract Emplopes bloe SUPT 2 SUD HAMBURG Olan SUD 23 OSA SLIT att FudmmneHi ator IWITLAL apr eeii SUB Admine Contracts Amendments Rates tor Amendment lt SUD11 23s Cee Shatus Tanki Changa enipiion Curent SUD HAMEUAG OOL FF Ocean Freight Serice Coct Electonics Rates 1 Inthe Rates section click on arrow on the Plus sign and select from the pop up menu Rates for Amendment lt INITIAL gt DE 7 a F Multiple Rates Single Rate Status Carrier Charge on Date Origin Use the Multiple Rates option to create ca
82. Magaya documents or create new ones by creating custom templates Data available in Magaya software can be placed in the following types of documents using the Magaya Document Designer o Quotations and Bookings Pickup Orders Cargo Releases Labels and Packing Slips Purchase Orders and Sales Orders Warehouse Receipts and Warehouse Receipt Labels and Cargo Moves Shipment Documents Shipment Master and House Labels o Invoices and Bills e Payment Receipts Checks Deposit Tickets Journal Entries and Client Statements of open invoices with applied payments and balances You can also make these documents available for your customers to see via Magaya LiveTrack Magaya Document Designer is included with all Magaya software and is avail able from the Document button in Magaya Explorer or it can be opened from your computer s Start menu gt All Programs gt Magaya software To access Magaya Document Designer you need administrative rights Only users with administrative rights can create and publish templates How Does the Magaya Document Designer Work Magaya Document Designer uses visible elements which include graphic elements and controls 173 INTRODUCTION TO THE MAGAYA DOCUMENT DESIGNER e Graphic elements are images text boxes lines rectangles and other shapes You can fill the shapes with color change the border or the font etc The controls are the way that the Magaya Document Designer displays t
83. Magaya Software Customization Manual lt V Automating Accounting Transactions Customizing Rates and Tarifs Creating Custom Fields Customizing Documents Adding JavaScript to Documents Magaya Software Customization Manual Table of Contents 1 How To Use This Manual 053 52320006 Mot tedas 52620506 2eteese bteseereaeit 5 n OCC FIOM seep ee a r ea e i ena See ae 5 How this Manual is Organized 0 00 eee eD 5 Where to Find Help 2234400 caeou as ode eine ate oN wes CONDENS ORO SM eert Ss 6 2 Automated ACCOUNGNEG 2 26 sewed date eet ewe tele Sheet eda 7 Introduction to Automated Accounting 0 0 ccc eee eee 7 Automated Creation of Charges 2vccauvisia sade dive wae tees Phe es eee We OSS 7 Automate Charges per Customer 0 0 0 eee 13 Creatine Charges from ROUES eere donne she eye tedentarer sen eeu seceneaee 14 Recurrent ACCOUNOING issectae she tbe hd cee beeee ee toes oie 14 Introduction to Recurrent Accounting 0 0 0 0 14 Credie a ReECINTING INVOICE 65 disse EEEE E as Oct ra arava a ata ae 14 Created Recurring Bi sopua ieo eae WORE and ER RGR m WP OR a 22 Create a Recurrmo Checks 2s vas ne wate bese ea Se A eee ee EE eRe 23 Actions for Recurrent Transactions 0 0 ccc ccc eee ee eas 26 Periodic INVOICES dacus hcu oot oot but oon bees Catoreee Seen gece 27 DUC DS O EEE E E cog tin ws Stress oo seen deco Noe mes E as EESE EEEE ec at E E 21 Periodic Billing for Vendos o
84. S Custom Fields Custom fields can be added to any transaction and used in templates lists reports combo boxes dropdown lists filters when transmitting or converting transactions export import and more Custom Fields Customizable Elements Custom Fields Hame A Display Name Inema Name Account Bil Book ing Cago Release Canes Charge Check Clause Corimocdhy Classilicahore Contacts County Customers epost rizon Employees Forwarding Agents rieri Iter Dehriiors lrroice Jounal Erty Pickup Urde Quotshan Shpmert Vendors Custom fields become available as a new tab in the transaction you customize and appear in lists in Magaya Explorer You can specify if you want the Custom Field to be visible to employees internally but not visible to customers 136 CUSTOM FIELDS To create a custom field follow these steps 1 Inthe list of Customizable Elements select the element you want to customize such as Cargo Release Invoice or Warehouse Receipt Custom Fields Customizable Elements Custom Fields Mame Customized A Display Name Account Bill Booking Cargo Release AIMErs Charge 2 Click the Add button A dialog box opens this is where you will enter the information for the custom field Custom Field Definition Warehouse Receipt Display Name Key in Vehicle Field Type Internal Mame key in vehicle Description This question asks if the kexts are
85. SE OBJECT 222 else bill or bill credit var ap xml doc Database GetBill trans guid 0 var bill node ap xml doc documentElement if bill node number bill node selectSingleNode Number text amount bill node selectSingleNode TotalAmount text result trans type t number t amount r n return result The code example above shows the character t means tab to the next cell in a table To go to the next line use r n To go to the next page use f All the elements of this code have been explained previously The last code to explain are conversion methods They are a group of methods that allow you to convert a value expressed in a given measure unit to another different unit ConvertWeight source value source unit target unit ConvertLength source value source unit target unit ConvertVolume source value source unit target unit ConvertArea source value source unit target unit ConvertTime source value source unit target unit ConvertVolumeWeight source value source unit target unit vol weight factor All these methods work the same they take three parameters the value we want to convert o the unit in which this value is expressed and in what other unit we want the method to return us the resulting value conversion 7 DIVISIONS INTRODUCTION TO DIVISIONS 7 Divisions Introduction to Divisions Yo
86. TIONS IN THE CARRIER RATES LIST Actions in the Carrier Rates List Click on the Actions button in the Carrier Rates list to access the following options Other Reports j Reports d Create Standard Rate Create Customer Rate Modify Rates Choose Columns Import Export D 7 x Y z af w i Add Edit Delete Filter Actions Reports Use this to create a report of all carrier rates Other Reports Use this to create reports by carrier charge origin etc Reports can be sent to carriers by clicking on the Email button in the top toolbar across the top of Magaya Explorer Create Standard Rate Use this to create a selling rate based on the rates your Carrier gives you Select a rate in the list and click on this option A dialog box opens Select a markup type percent or flat and enter an optional markup value how much you will add to the price For discounts enter a minus sign and the number Click the OK button The Rate dialog box opens Verify the rate and click OK Create Standard Rate Resell Freight Class Air Freight Service Markup Type Markup Value ol 48 Query Rates Query Rates QUERY RATES QUERY RATES Create a Customer Rate Use this to create an individual rate to apply to one specific customer Click on a rate in the list and select this option A dialog box opens Select the markup type percent or flat e
87. Y Modes of Transportation ID In Process 36 12 16 2008 By Entry Number 2 Pending 35 12 16 2008 Buper 1 By G O Number W Delivered 34 12 15 2008 ArtBaselG PY Last Event Wlelvered 33 12 15 2008 Art Basel G __By Billing Client WD Delivered 1 Thue By Vehicle Color Text Field Din Process 3 Transaction Listing By Third Party wil mius 30 N R By Vehicle Status J iP acess 29 petoccamnke By Key in Vehicle all On Hand 20 Print Batch By Is vehicle gas drained all Ain sad 37 Exclude From Tracking By Date and Time vehicle Fece T On Hand 2b Add to job Co Cartegena Consl T In Process 25 Shoes Venezuela Shoe 7 ln Process ed send To quipment Cartegena Cone 2 In Process Ze Choose Columns J In Process 14 Import quiprment Cartegena Consl J In Process 16 Export J In Process 17 History allery T In Process 16 ugger Dealer Lima Sporting Le gi O Statistics f IP 7 xX F y Add Edit Delete Filte lte Actions o The report opens showing the colors of all the vehicles in the date range you want to see in this report Warehouse Receipts by Wehide Cobor Text Feld EJ Dates Thsysstodse From ty 12009 To 177203 Ge w HWC Cargo Company Warehouse Receipts by Vehicle Color Text Field January 1 through September 17 2009 USD Status qpNumber q Date ap Shipper 4p Consignee qpSupplierg Carrier 4 pPieces qWeight lb Gray Pending 43 OSU Ar Bill s storage VWene mula Pool Bill s Sto nderson 1 0 0 1 0 0 tan In Pro
88. You must also make a backup of the Blobs folder This will not be done automatically as of the publication date of this documentation Automate Incremental Backups 240 1 Open the Magaya Database Server Agent by right clicking on the icon in the taskbar 2 Click the Options button in the dialog box BACKUPS AUTOMATE INCREMENTAL BACKUPS 3 On the Backup tab of the Database Options dialog box click the Add button under the Incremental Backups section of the screen Database Options Backup Performance Enable automatic backups Path wp Backup Path es C Program Files Magaya Corp Magaya Cargo System B Files Magayva Corp Magayva Cargo SystemiB C Program Files Magaya Corp Magaya Cargo System B Frequency 72 Full backups Weekly on Sunday Starting at 12 00 00 AM Always keep the last Full backups Incremental backups Time Type 07 00 AM Day time 12 00 PM Day time 1 09 00 pm Might time W 11 00 FPM Night time This process will mot copy the BLOBS Folder of your database which contains external data like attachments and log details You should manually copy this Folder as part of your backup procedures In the dialog box set the time for the incremental backup Time soom 00 00 PM 241 BACKUPS RESTORE DATA FROM A BACKUP FILE 4 Close the Time dialog box Close the Database Options dialog box The settings are saved and the system wil
89. a preferred vendor check the box 3 Allow client invoice generation automatically The system will create the invoice transferring the details of the sales order into an invoice and send it to the Invoices folder in your Magaya system 125 ONLINE SALES ORDERS 126 4 5 6 7 8 9 10 Allow orders to be taken in your home currency only If you uncheck the box your system will accept orders in other currencies Your system must be configured for multicurrencies set in Maintenance gt Configuration gt Accounting Generate charges automatically for online sales orders Check this box to enable the system to include charges on sales orders that customers place online which the customer will see To define which charges to auto mate go to the Intems amp Services list and configure the charges there Allow your customers to cancel online sales orders Check this box to acti vate this Available in Magaya software version 9 2 and LiveTrack 1 0 as of the date of this documentation March 2014 The customer can right click on a sales order to cancel it Note if a Magaya user creates a S O in the Magaya Explorer not online the customer cannot cancel that S O A Magaya user can cancel a S O via the Actions button or by right clicking Any canceled S O will have a status of Canceled and display in the S O List The items will be returned to inventory Sales Order List A Dates Fr
90. a Explorer calls us with the first item the base xpath param eter will contain this Items Item 0 That s why we concatenate to it Length obtaining Items Item 0 Length that in turn is nothing more than the node representing the length of the first item of the warehouse receipt Subsequently Magaya Explorer will call passing Items Item 1 Ttems Item 2 and so on The at symbol is used to get the unit for our dimensions string This symbol is used when you want to reach an attribute instead of a node In this specific case Unit is an attribute of the Length node 5 Example of Code to Display Vehicles in a Shipment The following code sample shows how to find all the vehicles in a shipment and report their year make model and VIN in a table This code will gather this information about the vehicles whether the vehicles are in containers or as loose cargo This technique will code for a whole table and not for a single cell It will build and return a single string consisting of the values of each cell separated by tabs The only exception is that the last cell of every line will be separated from the first cell of the next line using a line feed and a carrier return character instead of a tab function GetNodelInfo node return node null node text function GetVehicleInfoLine aesdata_node var year aesdata_node var make aesdata_node var model ae
91. a software gives you the option to add fields that gather specific custom ized information you need These custom fields can be used in transactions in Magaya Explorer in the templates that build documents and forms such as Warehouse Receipts Cargo Releases and others in lists reports combo boxes dropdown menus and filters Custom fields can also be used when transmit ting or converting transactions importing or exporting information to and from your Magaya database and more For example if you ship vehicles you may need to track certain information about the vehicles and generate a report With custom fields you can add any field you need and answer questions about the vehicle shipments such as e Is the title with the vehicle e Are the keys in the vehicle e Does the vehicle have gas What is the color of the vehicle With the custom fields options you can create different types of fields e Dropdown lists of choices you set them or choose from your existing list of entities such as customers carriers vendors etc Text fields that can be filled in you set the character limit Yes or No fields Number fields and currency fields whole numbers or include a decimal place e Date and or time fields 159 INTRODUCTION TO CUSTOM FIELDS When you add a custom field it becomes available as a new tab in the transac tion such as this shipment Delivery Attachments Notes Internal Note Custom
92. a transaction such as a WR document gt Actions gt Copy The Magaya Document Designer will open the template and display it in the Design pane Rename the template and save it in the Forms folder inside your Magaya software installation folder Common Functions The following will explain some of the more commonly used functions in the Magaya Document Designer program Alignment To align elements select them and click on the Align button in the toolbar Alternate method Select all and right click go to Shape Magaya Document Designer Airwaybill sdf File Edit View Insert Layers Script Window H Alignment buttons ea ta e Bs m 4 Gb wf H Hot Metab SHIPPER NAME pone Air Waybill Resize Multiple Fields To change the shape of fields you can select one or more fields and right click on them to access a pop up menu The following screenshot shows three fields CUSTOMIZE AN EXISTING TEMPLATE selected and the pop up menu with the Shape command selected to make the three fields the same width Hazardous Emerge Hazardous Materialbescription4 Hazardous ClassDescriptiont Hazardous Aazardousleyvels Cut Ctrl Copy Ctrl C Delete Del zoom F Image Align to left Align to right Align to top Align to bottar Make same width Make same height This will make all the selected fields the same width so you do not have to resize each one separat
93. account Bank Account Seat ia Number 27 a M Detail USD Account Name Amount Description Eritity Insurance Cost 6r 00 Exchange Aate m Total USD 67 00 Current Balance USD 19803 00 e Select the bank account you want to use to pay this recurring check Select who to pay this check to for the Pay to the order of dropdown Optional Enter a memo note if needed Select a Division if applicable e Click the Add button A line in the Detail table will be highlighted Click in each field to enter information or use the dropdowns as they become active The total will be calculated e Click the Next button The next page of the wizard enables you to set the frequency of the recurring check The fields on this screen are the same as for creating a recurring invoice You can also create a recurring check from the document view such as right after you write a Check to Expense type of check The other types of checks 25 RECURRENT ACCOUNTING ACTIONS FOR RECURRENT TRANSACTIONS cannot be made into recurring checks Click on the Actions button Select Save as Recurrent The same wizard dialog box will open NHN WH FF BB OG w A gt First Previous ddd Edt Delete Find Filter Aekiores Zoo Ore Void Transaction i Save as Recurrent AWe Cargo Company 14 BP2o NV 18 Terrace Select T lat Miaml FL 33172 aa iain x72009 ae History ornoeERor Aritish Airways 7
94. agaya Database Server Agent 231 Magaya Document Designer 173 alignment 188 Code pane 181 controls 174 create new template 203 custom field internal name 197 custom fields 196 Design pane 181 fields 184 file size limit 205 font 190 graphic elements 174 how to open 178 Insert 182 insert image 200 interface 181 JavaScript 207 Layers 182 modify existing templates 187 multiline text 191 publish 204 reload data 198 resize fields 188 Schema 183 tables 192 x path 192 Measurement units set up 114 Multiple rates 66 O Online Bookings 122 Online Payments 122 Online Sales Orders 124 automate charges 126 cancel 126 Online Shipping Orders 127 Online update 256 Outgoing messages 119 P Page numbers Magaya Document Designer 198 Participation agent commissions 95 Participation salesperson commissions 89 Payment Terms configure 156 PDF optimization 145 Performance configuration 145 Periodic invoice 27 POD 130 Pricing configuration 121 Print labels set up 114 Q Query Rates 49 QuickBooks set up export options 106 R Rates compare purchasing and selling rates 55 create a custom rate 57 discount from carrier 72 enter your own rates 67 expire 70 filter 76 modify 82 multiple 66 RORO 45 69 set by range 45 transform from existing 74 Rates query 49 Rates standard 52 Recurrent accounting transactions 14 Recurrent bill 22 Recurrent check 23 Recurrent invoice 14 Recycling 246 Refresh database
95. agaya OnTheGo If you have a large database it may load slowly at start up If you uncheck this option the entities lists will load when you click on them not at start up Common options to this computer This enables the following custom izations that can be set per computer per user Fill lists in reverse order This box is checked by default This will display lists such as the Warehouse Receipts WR List or Pickup Orders List with the most recent transaction at the top Unchecking this box will show the oldest transactions at the top Limit the quantity of shown items per list to Set the number as needed This is useful when your database grows and you do not need to view older transactions Working Date Period These options allow you to choose between setting the working date period by dates you specify or by an auto 101 COMPANY TYPE Company Type 102 matic number of days When you have a database with several years of data you can set a Working Date Period to view only the data from the current year Click the Save button or Reset button This option will set the type of company you have This can also be set in the Startup Wizard If you used the Startup Wizard the type of company you selected will appear here If not it will be blank You can select a choice in this screen at any time If more than one of the options apply to your company select all that apply Company Type Company Type
96. ainer Prices in USD Min 50 00 Rate per Unit 1 00 Query Carrier Rates On the General tab select the carrier Select the freight class service This pulls from the Items and Services of type Freight and Other Freight Enter a description optional Use this for Commodities that you want to classify by type such as electronics To enter a new commodity click on the plus sign in the dropdown menu enter the information and click OK Commodity Types can also be entered in Maintenance gt Configuration gt Commodity Types The Commodity Type can also be specified when you are entering Inven tory Item Definitions Select the Commodity field on the General tab Select the origin and destination cities for this rate from the ports list Select the method mode of transportation such as Vessel Containerized 59 CARRIER CONTRACTS MANAGING CONTRACTS 5 6 7 Transit Time Enter the number of days of the voyage This infor mation can be added to the Query Rates screen Select how you will apply the rate The screen will change depending on what you select Click the Add button to add a rate This will activate a line in the Prices table Enter information for each in the fields such as weight and rate For example you can charge by weight to calculate the prices If cargo weighs more 50 pounds type on 50 and the rate Add the next one as 100 pounds and the rate You can add as
97. aintenance Es Standard Client Rates z Client Rates 29 Carrier Rates bi al Client Contracks la Carrier Contracts l Route Segments ef q Routes Accounting a Gukgaing Shipments H g Incoming Shipments Miscellaneous ry amp YY Add Edit Delete Filter This example shows you how to enter a single rate For details on Multiple Rates see the section Client Contracts When you use the Single Rate option the system will create one rate for a service such as priority freight or a fuel surcharge that will apply for all customers who send freight to the origin and destination you assign in the Rate dialog box Let s look at the Rate dialog box 53 STANDARD CLIENT RATES STEPS TO SET UP STANDARD CLIENT RATES A dialog box opens with three tabs 54 General Contract Notes Freight Service Class Air Freight Service w Description Commodity Electronics Origin Miami Destination Bogota Method vir Transit Time jo days Apply be Weight s Pound lb Use Gross Weight instead of Chargeable eight Prices in USD Min 53 00 blax Rate per Unit More than Rate 1 00 0 90700 100 00 0 69960 1 700 00 0 58300 Quern Carrier Rates On the General tab select the Freight Service Class from the dropdown menu such as Air Freight Service Enter a description optional Use this for Commodities that you want to classi
98. allows you to query the Magaya Database for information not present in the XML transac tion Using this object you can pull a full warehouse receipt a shipment or any other transaction from the database and get all the information from it with a single call This information can then be put into a custom document The following list of methods is used to retrieve a specific transaction from the database GetWarehouseReceipt number flags GetShipment number flags GetCargoRelease number flags GetPickupOrder number flags GetInvoice number flags GetItemDefinition number flags GetBooking number flags GetQuotation number flags GetBill number flags GetJob number flags GetPurchaseOrder number flags GetSalesOrder number flags GetWarehouselItem number flags Each one has two parameters o The first parameter number is the global unique identifier GUID of the transaction This GUID uniquely identifies a given transaction The second parameter f lags is used to customize the call It allows you to tell the method what kind of information to retrieve in the call If you don t want to deal with this parameter just pass a zero 0 If you want to manipulate what is coming out from this call here is a list of the possible values for the flags 217 THE DATABASE OBJECT XML_INCLUDE_INC_ 0x00000001 process income charges by CHARGES default are not included XML_EXCLUDE_ 0x000000
99. are Communications Manual Create a Recurring Bill 22 To create a recurring bill 1 Go to the Bill List in the Accounting folder RECURRENT ACCOUNTING CREATE A RECURRING CHECK 2 Click the Actions button and select Recurrent Bills 2 Bill 20 Bill 19 Bill 18 Credit 1 Bill 16 Bill 15 Bill 14 Bill 12 Bill 11 Credit 10 Credit 4 Bill g Bill i Bill B Bill z Bill Bill 13 Bill kS 7 Add Edit Crown Shipping Crown Shipping Cervelo Bicycles Sea Star Line TAM Cargo Anderson amp Sans Trucking Co Air France Les Camions Wite LAN Carga ATLAS AIR INC ATLAS AIR INC ATLAS AIR INC Landlord for office Ed s Crane Service Custom Broker 4 Bill s Storage Units Magaya Crown Shipping x F Delete Filter Carga Reports j Purchases Reports d Export to GuickBooksi Export to PeachTreer Print Batch Open Transactions be Choose Columns Import Export re Actions The list of recurrent bills opens If you have not created any recurring bills yet the list will be blank In the Recurrent Bills list click the Add button A dialog box opens the Recur rent Transaction Wizard This is the same wizard used to make a recurring invoice See the section on recurring invoices for details You can also create a Recurring Bill from an existing bill Go to the document view of the bill and click on the Actions button The same Recurrent Transac tion Wizard opens
100. art the Communication Server The server computer has now been updated to the latest version If you are running an older version of the software the system may alert you if you need the installation of the XML Click the OK button and the system will automatically perform the installation After that process computer is ready to use the latest version If you have any questions or encounter any problems doing the update please contact Technical Support by phone at 786 845 9150 or online at Magaya com Note There is a video on the Magaya com Learning Center webpage that shows you how to perform an online update Appendix 260 JAVASCRIPT BASICS VARIABLES JavaScript Basics Variables In addition to using formulas to calculate tariffs and rates in Magaya software you can use JavaScript You can use variables in your JavaScript code Make sure you do not declare any variable with the same name in your functions this will obscure the variables that are already defined in the Magaya system Here is the list of these variables Table 1 Variables ooo The return keyword When you are writing a JavaScript function to perform a calculation you need to return the calculated value by using the return keyword Example function OperatorExample i return 3 G amp G 10 Z 4 I This function will return 3 times the value of G The return keyword not only returns the value but also ends the flow of t
101. as needed jl Edit Sales Operations T GO O z Back Air H A Magaya Network fl Tasks a Quotations Hf Jobs H Bookings a Warehousing rE Maintenance amp Carriers amp Forwarding Agents Warehouse Providers Customers 3 vendors 2 2 Er eE E3 pe Rates E3 yE Accounting E Oukgoing Shipments g Incoming Shipments i Miscellaneous Maintenance Shipment e Ground Dy Ocean Configuration La Clauses Eg Lm Incoterms _ i Task Types aMiL Transformati Payment Terms Magaya Network Accounting ia gt Print Payment lerms ES Description Due Days Due on receipt 0 22 10 Net 60 BU 1 10 Net 60 BU ers 10 Net 30 30 12 10 Net 30 30 Met 180 180 Met 120 120 Met 30 a0 Met 60 BU Net 45 45 Met 30 30 Net 15 15 Met 10 10 Overview of how it works When the Payment Term is selected in the PO dialog box for example the Due Date field updates automatically Customer discounts will be applied automatically and show in Invoices Set systemwide Payment Terms and default accounts in Configuration gt Accounting This configuration option is available in Magaya software 9 3 and above Full details are explained in the Accounts Receivable chapter in the Magaya Software Accounting Manual 157 PAYMENT TERMS 158 4 CUSTOM FIELDS INTRODUCTION TO CUSTOM FIELDS 4 Custom Fields Introduction to Custom Fields Magay
102. atabase Administrator from the pop up menu BACKUPS CREATE A FULL BACKUP OF YOUR MAGAYA DATABASE 3 Click the Backup button Select Manual Full Backup from the pop up menu Mapaya llatahbase Server Apent Magaya Database Server DOC01 6110 Running Files Location Log File C Program Pies Pagaya CorpiPlsgaye Cargo Sysbemimagayadd log Conmections W Localikers W Remote Users tu ther Connections ta All Connections Manual Full backup h Force an incremental backup now 3 MABE 2012 05 20 T O MABE 2012 05 21 My Recent CJ MABK 2012 05 22 Documents MABK 2012 05 23 O MABK 2012 05 27 Lf Apr 19 2012 bak Dealers Apr_20_2011 bak Apr 30 2012 bak Aug 17_2011 bak backup daily 12 15 2009 bak Dec 01 2010 bak Feb O02 2011 bak Jul_12_2011 bak Jun_22_2010 bak May_14 2012 bak My Documents My Computer File name Aan 31 2012 biy Metwork Save as type Backup files bak Ww 235 BACKUPS CREATE AN INCREMENTAL BACKUP 4 Navigate to the folder that you want to use as the location to save the backup or use the default location The full backup file has an extension of bak added to the end of the file name The file name includes the date 5 Click Save The length of time required to save it depends on the size of your database If the backup is unsuccessful the system will notify you If you need more space consider deleting old files or placing them on another hard drive
103. ation Manual to learn how to automate charges These options are also connected with the Routes feature and enable your system to generate charges based on the preferences set here such as setting the date and time for the charge Automatic Charge Generation Enable automatic charge generation Use the current date and time For charge generation Use the transaction departure date For charge generation Add the time offset of the route segment to the generation date This configuration is checkmarked as Enabled by default It uses the current date to generate charges Change as needed This screen works in combination with the Automatic Creation tab on the Items amp Services dialog box Fiscal Printer FISCAL PRINTER This configuration option is used to set up a fscal printer to print invoices and credit memos Fiscal printers are mandatory for Latin American accounting transactions To activate the fiscal printer feature after you install the fiscal printer check the box in the Configuration screen to enable the feature Configuration Fiscal Printer Enable Fiscal Printer Fiscal Printer General Bi Company commercial name HW C Cargo Print Invoices to Fiscal Printer by default Form Filling tl Printer settings Labels Override global company configuration Printer make Hasar M iar al Printer model SMH F 330FFA a COM Fort COM E Bits per second S600 Cargo Insurance Local
104. base 10 0 nee eee n nas 250 Memory Ubabe x ore ea ioe ote tie 215 Ot ee a Re ee kN en GA 252 Security Server Authentication 0 0 ccc eee eee eens 253 Update Magaya SOMWale cite ug ston Sn be gdeagu bees ous weeedoudeaners 256 ANDPCNOIK 55 6a ceeds Aa eee eae we dee te Pars Gua ae a aun a 259 JavaScript BASICS i 0G occ eects fee dist oe eae eee ieee ete 261 NOI DIGS a4 Ree ood Ae hae asian tae aOR A cae ae eines 261 Base OCEANS oi 6 ater k ok e ane A a RR Ge RERUNS Gee eS 262 ASSE MALO MGs 1855 thats aroa ote e wee ale er Gane auth Re ee Gale ae 263 Useful Mathematical Functions 0 000 ccc ccc eens 263 CONGIIONAIS 45 045 34 node ted eh le sere ore Sedeateeee eek eeaee dente 264 Serpe COMMIS 46 6 Sooo 6b dew os owed eet en Cee ee deren 267 TAM OGUCHOM 42 0 ina dnd shoo 8 Son eA oie Sao oo a ie eR a 267 PCS dives ata cue eee ce sh oie gets eae sion Rea eg sh edhe ean ee re 267 CUS OMIZG REDON 6 22 54 osine i sie Si eee eee Reed a tee tia a awe teks 273 ODO a aids et E ane sean aoe ee ae ee a ee ee eae 273 Index 1 How To USE THIS MANUAL INTRODUCTION 1 How To Use This Manual Introduction Welcome to the Magaya Software Customization Manual This manual is designed to teach you how to customize your Magaya software to meet the needs of your individual business Magaya software is designed for logistics providers freight forwarders NVOCC s consolidators forwarding agents couriers warehouse provide
105. by the system Choices are available for printing and other actions such as Multiline often used for addresses that have more than one line of text Add page numbers to templates The Text tab has the same fields as the Object Properties box such as font modifications 191 TABLES g The Data tab shows the field name and its properties such as the x path of the field the Data Source X path is a unique XML path that leads to this field and no other Edit Box Properties General Text Data Field name Carrieraddress Citya Carrier Address city Field properties Marne Value Mame Carrier ddress City3 Type String Field Source Type sml Field name Path Data Source Carrier Address city Tables To create a table click on the element you need such as Charges The element has a table icon Schema Larrierhamne E D ConsigneeAddress Consigneehame CreatedByName Createdon CreatorNetworkID CutoffDate Ei Click and drag the Charges element to the Design pane It will appear as a box with the word Charges inside it To add cells to the table right click on the field to access a pop up menu For example if you need a table with the Description Value and Currency then 192 TABLES create a table with three columns to collect this data Select Create Record Defi nition Ze a qu Es ta Carrier E D CarrierAd CLarrieria gt Chargeab HH
106. c 39 03mg HK Porter Cartegena Co HK Porter 1 4558 0 1 4558 0 white Pending 44 Dragi r Supplies Biscayne Bike Art Sup Anderson 27 1040 CUSTOM FIELDS IN THE ADVANCED FILTER e The column headings in the report are the ones checkmarked in the Choose Columns dialog box The custom fields you can see are the ones created and activated to be listed in reports Column Settings Check the columns that you would like to make visible in thie list Use the Move Up and Move Down buttons to reorder the columns C Has Transactions it Up CI Biling Client C Pieces On Hand T Down OI Weight On Hand Ib C Volume On Hand f CI Volume Weight On Hand Wb l CI Yalue On Hand Field Type Text C Has Overstock Visible Ll Has Unc prakan Word Wrap Custom Fields added width to list column headers ff a C Third Party we Vehicle Status Key in Vehicle Ea drained Custom Fields in the Advanced Filter When you create custom fields they will be available in the Advanced Filter You can filter a list to see the information that was gathered in the custom fields For example this Advanced Filter screen shows the fields available in the Ware 171 ADD CUSTOM FIELD TO A DOCUMENT TEMPLATE house Receipt list including the custom fields added that gather information about vehicle color and status Advanced Filler valabl
107. clicking on their name and creating a password for them Then notify them of their access to the system via one of the email templates If you want the system to automatically generate account numbers for existing customers who do not have account numbers check the box This process will occur in the background and you can continue working while it is being done How long it will take depends on the quantity of customers in your Customer List Result The customer can log into LiveTrack with their user name or account number If you import customer names via API or other import method you can tell the system to generate new account numbers in case there is a conflict 117 INCOMING MESSAGES If you want your staff to be able to search for customers in your Magaya system by using the customer s account number instead of their name check this box to Allow searching for clients by their account numbers For example this is useful when creating a shipment or other transaction when selecting the customer name from the dropdown list you can type in the account number also and the system will find the customer and fill in the field Note Details on how to use LiveTrack arein the Magaya Software Communica tions Manual Chapter 5 To activate the LiveTrack option contact your Magaya Logistics Advisor Incoming Messages 118 These options tell the system if you want to automatically save messages and what folder to plac
108. commercial name HW Cargo Panama Allow Administrators to delete voided invoices NOT RECOMMENDED Test Connection In the field Company commercial name enter your company s name as you want it to appear on the documents you print This is a general system wide setting e To tell your Magaya system to use the fiscal printer for invoices by default check the box Print invoices to fiscal printer by default This does not mean that all your documents will print to this printer only the invoices The system can tell which type of document it is printing If you do not select this option here you will have to tell the printer to use this printer by selecting it from the Print button when in the Invoice document view The option to allow a user with administrative rights to deleted voided invoices can be turned on but it is off by default It is not recommended that you allow this option It is only designed for emergencies to delete an invoice that was printed and then voided with a credit memo 7 FISCAL PRINTER 108 If you want to override the global settings for the printer name check the box for Override global company configuration and enter a division name or name for a branch of the company that you want printed on the documents Next select the printer make manufacturer model port and bits per second Click the Test Connection button to test the settings The system will eith
109. counting EEI Hazardous Images Categori SG 100 AT S20 1725 00 ETEN Unitary Value USD ATEO PT add Purchase ltem Rattan chair round Cost w RT333 AT100 jaa iat Inventory Type gz L OCIOWER OC OF C Inventory Commission per Category To add a commission to a whole category of items that are sold online in the Online Sales Orders of Magaya LiveTrack for users of the Magaya Supply Chain Solution go to the Inventory Organizer in the Warehousing folder 93 SALESPERSON S COMMISSIONS AGENT PARTICIPATION Open or create a category and select the type and set the value for the commis sion in the dialog box Inventory Organizer Categories W inventory Item Definitions B 5 All Categories a Landscaping Mame Parent Number of Subcategories Sports Equipment Sporting Go a Sporting Goods Athletic Shoes Sporting Go O a Athlet H a Construct G2 Patio Fur Select a Category Parent Category Sporting Goods Category Name Sports Equipment Description Click Commissions button Commissions _ Internal Use When a customer purchases an item online the commission amount is added to the transaction When a salesperson sells inventory the commission can be generated from the Sales Order by clicking on the Actions button after creating the Invoice The system creates a Bill payable to the salesperson Agent Participation The Magaya system enables y
110. cript code screen you can call functions by name if you have functions already created in the Maintenance gt Configuration gt JavaScript Code library 36 TARIFFS How TO SET UP TARIFFS This is covered in detail in the Configuration Menu chapter of the Magaya Software Customizatin Manual Validate the code to check for errors Save it Tariff by Percent To calculate by percent select the Percent option Apply by Calculated Formula Prices in USD Formula Script Type the formula here Percent k Enter a minimum and maximum optional enter the percent amount such as 5 and how to apply it to the cost income or profit This percent option can calculate a percent for a commission If it is used in House Shipment it will only calculate the commission for that House not the cost of Master prorated Apply by Calculated s Prices in USD Mlin blax Cost Income Profit Click OK to save and close this screen and the previous one Note The percent option was introduced in Magaya software version 9 8 It was designed to make it easeir to set the percent of a tariff If your system has existing tariffs that calculate a percent with a formula or script your system will continue to use those Result Now the tariff is ready for use in transactions 37 TARIFFS How TO CUSTOMIZE A TARIFF How to Customize a Tariff You can customize a tariff for a specific client customer
111. d on GRI The advantage of this option is you will not have to recreate the rates 67 CARRIER CONTRACTS ADD RATES TO A CARRIER CONTRACT 68 3 from scratch it works with the existing data you have previously entered for this carrier When this option is selected another field appears for you to enter the details Select the type of modification by percentage or flat rate increase or decrease and enter the value the number such as 10 for 10 Modify copied rates Modification Type Value ports Increase a percentage wt Click the Next button in the wizard to go to the next screen Select the ports by clicking on the Add button to open the Ports list Click on the port names and click the OK button Do this for origin and destination Add Multiple Rates Wizard Select ports Select the origin and destination ports that will be used to generate all the possible combinations of rates Ports of Origin Code Mame Port List Code CO MAR O ces C TPA C PIT _ PEG C OAL OI MSP CI Mhk C MIA C MiA O LGE C LGA O Lax Hame bl aracabe Canat Tampa Pittsburgh Fait Everglades Pittsburg Orlanda innsapoieSt Paul Apt liam Lakes Piarista flar Long Baach La Guerdis Apt Mew york Line Angeles Ports of Destination Code Name Method x Mates al Ok Deaan Ai Mal Ait Mail cancel ji i Dosen Aosd Aur Mi Ait Sui Ocean Ai Mai hall gt
112. der this expense account The Service Provider of PayCargo LLC is set in the system by default Next you and your customers must register with www PayCargo com Configure First Data Check the box to enable online payments with First Data 123 ONLINE SALES ORDERS If you don t have a First Data account click the link to their website to create one They will give you the details to enter into the Magaya screen the Exact ID Password Key ID and Key Enable Online Payments with First Data Global Gateway e4 WAL Firskdaba com Merchant API Credentials Use Test environment Disable Test mode For production Exact Id Password Key Id Kew Test Connection Note The Test environment is only for testing the system Leave this box unchecked After you enter the data the system will test your Magaya account and your First Data account Click the Save button Next you will need to enter the customer s credit card information in their Customer profile Then the credit card can be applied to invoices For details on how to use the online payments feature see the chapter on online payments in the Magaya Software Communications Manual Online Sales Orders 124 To offer your customers the option to buy inventory from you online you can set up your system for online sales orders This feature requires this configuration setup and the creation of inventory categories in the Inventory Organizer under the Warehou
113. desired results To do that you will need to control the flow of your program If condition This construction will allow you to make a decision in your code based on a given condition Example Let s suppose that we want to get a result based on the value of volume We want to return twice the value of the volume but it can t be less than 20 If it s less than 20 we just want to return 20 Here s how to do it function Conditions i a es if a 20 arm eile return 4 In this example the value of 2 times V will be held on the variable a Then this value will be compared to 20 and here the decision is made if the value is less than 20 let s make it 20 Then the resulting calculation is returned Comparison Operators JAVASCRIPT BASICS CONDITIONALS To evaluate conditions we used comparison operators such as less than The following are the most commonly used ones Table 4 Comparison Operators C a pem oo ea Greater than or equal to if G gt 8 Less than or equal to if G lt 10 If condition else This construction works just like the if condition construction but here we have the possibility to take some action in the case of the evaluated condition is not met Example Consider you d like to calculate the following If the volume V is greater than the weight W return the volume times 4 5 e Otherwise if the volume is less than or equal to the we
114. ds Min and Max as needed Rate per unit Set the unit as needed For example 50 cents for every 2 32 TARIFFS How TO SET UP TARIFFS pounds Ib When charging by weight the Tariff screen lets you charge a rate that varies based on the weight range Example For shipments that weigh more than 1 pound but less than 50 pounds the rate might be 1 00 per pound For a shipment weighing 51 to 100 pounds the rate might be 0 75 per pound Click on the Add button This activates the cells in the table Tariff Apply by Pave Pound Ib hi Prices in USD More than A ate Tariff details 1 00 1 00000 LTT O 5000 Remove Click in the table cells to enter information Click the OK button to save Note These table cells can be used for entering tariffs by weight pieces volume time and value Pieces When setting the tariff by Pieces the weight unit dropdown is not available because it is not needed Apply by Volume This gives you the option to set the units by Cubic meters Cubic inches Cubic centimeters or by Liter E eee Cubic meter Fiese in hel Cubic inchlir Cubic Centime Time This gives you the option to charge by time Hours Minutes Min 30 00 Man Cubic foot te seer 33 TARIFFS How TO SET UP TARIFFS 34 Seconds Days Weeks or Months The Time is calculated based on the time the cargo arrived based on the Warehouse R
115. e Column Settings dialog box Move it to the place in the list that you want it to appear When you click OK the column heading now displays in your list It can be displayed in other lists that are related to it by choosing the Add Related Columns option from the Choose Columns dialog box This column will also be available to create reports 271 USING THE SCRIPT COLUMNS FEATURE STEPS 272 CUSTOMIZE REPORTS OPTIONS Customize Reports You can enhance and customize the format of reports Change the font color size etc of the different elements in the report such as company name title subtitle columns headers rows etc Options Any report that you create opens in a view that includes a toolbar at the bottom of the report To customize the report 1 Click the Configure button x Yr xf w i E Save Filter Actions Close Configure Report Header Info Fonts Numbers Company HWE Cargo Company Tithe Warehouse Receipts by Consigne Subtitle January 1 through December 31 2011 USD The Header Info tab displays your company name the report title and subtitle you can change any of these as needed 273 CUSTOMIZE REPORTS OPTIONS 2 Click the Fonts tab Select the element you want to customize such as the Header Company Name Make changes to the font and click OK Configure Report Numbers Configure font for Font Properties Company Name pone
116. e Fields S ected Feld or Filles Orion Poe Altacharcnts e2 No it i D estok Pia Dondior 0 Feces Equals Pecs On Hand PAO Number l Purchase Order Number ext Shipp Fiter Add ano hppa Addies A AI conditions AND ians DO Doni era EA The custom fields appear Third Party in the Advanced Filter so Tracking Number Ekar inte I ew D Tiansschoms Balance USD you can fi iter l sts by these O Undetetock Pocas d fl Ids by cra zd Vehiole Lolo Tart Field Vehecde Siani Own Volume On Hand IF Volume weight ib Volume Weight On Hard Wib Decimal wWearchourse Text went Ib Decal Weight On Hand f Decimal Steps for using the Advanced Filter are available in the Magaya Cargo System Operations Manual in Chapter 5 Add Custom Field to a Document Template Document templates can be customized to display data from Custom Fields These templates can be selected in transactions such as the Warehouse Receipt document view Actions button You can copy an existing document template in that screen the Magaya Document Designer application opens For details on using the designer see Chapter 5 172 5 MAGAYA DOCUMENT DESIGNER INTRODUCTION TO THE MAGAYA DOCUMENT DESIGNER 5 Magaya Document Designer Introduction to the Magaya Document Designer What is the Magaya Document Designer Magaya Document Designer is a tool you can use to customize existing
117. e is a list of the most common properties and methods of the XmlDocument object Properties documentElement This property contains the main or top most element of the XML transaction This can be a WR element of a Pickup Order element depending on the document you are working in attributes contains the list of attributes of the node childNodes contains a node list with the child nodes of the node firstChild returns the first child of the node lastChild returns the last child of the node length returns the number of items in a collection text represents the text content of the node value contains the attribute value Methods getAttribute gets the value of the attribute Syntax Node getAttribute attributeName item allows random access to the individual nodes within the collection Syntax Node item index See Example 1 below for more on the item method selectNodes Applies the specified pattern matching operation to this node s context and returns the list of matching nodes Syntax Node selectNodes expression selectSingleNode Applies the specified pattern matching operation to this node s context and returns the first matching node Syntax Node selectSingleNode expression The above listed properties and methods are the most commonly used and needed when programming in a Magaya document EXAMPLES OF JAVASCRIPT FOR MAGAYA DOCUMENT DESIGNER Examples of JavaScript for Magaya Document
118. e mesara 04 e nena Ga Sw hee a Bade Beas 29 Tariffs and Rates Introduction ccc cece ccc cece eee cece eens 29 T cen Be SAG a Se chee Gales a hath cee Bea ON tach we Brees My Ane ee sw Snes 30 HOw tO 9CU Up Panis ear 5 54 teat ee oben tee ae oo ee tees 32 How o Customized Wan a vas 6d odt oo doky ac dne hes ase gd dusanesh aad 38 RAGS onere tiean aE N a arent pate EE E 40 ROS ONEIN EN a a EE E E A a E A E eh ee 40 Carrier Rates 2sc c004 seus cnn tence di ew certian r a ew ts 42 Det UPC Ar Rares oes ni dome amp Rone bce arene a a amp bene bh eee ee ae 42 Actions in the Carrier Rates List 0 00 ccc eens 48 Query Rates wsew sane sees san a E E EDEA 49 QUI IRALCS eoa a a aaa a a a aaa Sete a a Ta 49 Standard Client Rates eerespi aE E EE EEEE AEREA 52 Steps to Se Up Standard Chet Rates crror erres i ese ei ee ETEEN 32 Actions in the Standard Client Rates List 0 0 0 00 55 CUSIOMARAlES sceeee ecules pues eee ote ace ene ean ea aes 56 Crede Customized RAES dao Sos oS pide eee en en ae 5 She Saat eae A sP Carrier Contracts sse 2 66 oule n t nineT rea EN e E E eae aan cioes 60 Manim C onTactS myra 4dr gu host E EER eae eas 60 Adda New Carrier Contract sss sda iciiek a i aa PR we OS 63 Add Ratestoa CamicrConracl eeror cede cute oe eaa ee eo ee aed 66 Amend Rates seis ieee a ect cule ta oa ea Cae S 72 Amend Rates based on GRI 0 cc ccc ce eee eee neee 73 Modity a Standard Rate 4c444s
119. e rates from the contract the origin and destination and the system will create the rates for you for all the origins and destinations For example if a carrier sends you the same rate for a 20 foot container for a group of ports use this option This example will show this option e Copy from similar entities rates Use this option to make amend ments for example by origin and destination or by percentage You will not have to recreate the rates from scratch It works with the existing data you have previously entered When this option is selected another field appears for you to enter the details Select the type of modification by percentage or flat rate increase or decrease and enter the value the number such as 10 for 10 Select source entity Use a similar rate that you created for a different customer e Copy from carrier rates Select the carrier that you want to use that has similar rates so you can copy those rates here and make changes 85 CLIENT CONTRACTS CLIENT CONTRACTS ADD CONTRACTS AND RATES e Copy from standard client rates This will use the Standard Client Rates you set up earlier Then you can make changes to the standard rates 2 Click Next to select the ports You will see the filter screen if you are transforming from existing rates e Click the Add button to open the Ports list Click on the port names and click the OK button Do this for the origin and destination Click Next to go to the next
120. e the prices 1 Automated creation of accounting transactions is done with the following features e Automatic creation of charges in operations and when working with routes e Recurring accounting transactions e Periodic invoices 2 Calculate the prices or fees for the created transactions with the following features Tariffs e Rates for carriers and clients i e your customers e Manage contracts Automated Creation of Charges Magaya Explorer enables you to add charges and make them appear automati cally in operations transactions If you set up charges and tell the system to add them to transactions automatically then the charges will appear each time that type of transaction or document is created The charges are also carried over from one transaction to another when you convert one into another For example charges added to a Pickup Order or Warehouse Receipt are carried over into a Shipment when the transaction is converted The created charges will also be used later in the liquidation to create accounting transactions AUTOMATED CREATION OF CHARGES Existing charges in your Magaya system can be automated or you can create new ones and automate them Set Up Go to Maintenance gt Configuration gt Automatic Charge Generation Verify the checkbox is checked to allow automatic generation of charges The setting is on by default and set to use the current date Modify the date setting as needed Configuratio
121. e them in The automated saving function is checked and active by default If you uncheck a Save button the system will prompt the user if they want to save each document received For more details see Chapter 7 in the Magaya Software Communications Manual OUTGOING MESSAGES Outgoing Messages The Outgoing Messages screen provides setup options for sending email messages shipment and charges information Settings made here will affect all Magaya users of the same database Outgoing Messages E mail Send email using Windows default email client Send email using Magaya email client Formats Document format POF w Report format HTML w Send only the master shipment to the Carrier Send transactions income charges to destination agents Send transactions expense charges to destination agents Customer Tracking Invitation Ernail Select Email Template Customer Tracking Invitation Email User Defined ka The Magaya email client must be used if you use the email templates This screen also enables you to set the default email signature for outgoing email messages It can connect to any email provider For details see Chapter 7 in the Magaya Software Communications Manual 119 SALES Sales The Sales configuration screen enables you to set up the following options Sales Allow to create sales orders with backordered items When the orders are Fulfilled give priority to inventory within the same
122. eceipt time and the time the cargo left the warehouse via Cargo Release or Shipment Prices in USD Min 30 00 Max Rate per More thar F ate Houre hours we Seconds sec Minutes mir Hours hours RENAE TEES he MM onths months T ariff details Value The value is used to charge based on the value of the merchandise and it can be used to calculate the amount of the insurance on the cargo When selecting Value the unit dropdown is not available Calculated This gives you the option to calculate the tariff based on a script or a formula Tariff Apply by Calculated s Prices in USD a co E Type the formula here oe 0 Operators Validate The Formula option gives you buttons for Variables Operators and Validate The following example shows how to calculate a storage charge of 0 02 per day per pound First click the Variables button to set the variables for Time T to Days and set Weight W to Pounds TARIFFS How TO SET UP TARIFFS The Variables screen shows a list of variables names and codes These are the variables you will use in the script or formula and the measurement units that they will come in Variables Hame Variable Measurement Unit Pieces F Chargeable weight glogrami kag Volume wi Lee Gross Weight Kilogramik g te ty Value Time T Hours hours Volume Weight L Volume Kilo v Kg Enter the formula
123. ees or outside contractors vendors If a salesperson is an outside vendor enter their details in the Salesperson profile e If a salesperson is an employee enter their details in the Employee profile and a Salesperson profile The Employee profile includes the User login and password fields Commissions can be set individually for each salesperson or system wide to apply to all sales people To set a percent commission system wide to apply to all salespeople for liquida tions of shipments go to Maintenance gt Configuration gt Accounting and click Configure Liquidation Options button for Outgoing or Incoming Set the percent in the dialog box Add a New Salesperson To add a new salesperson to your system follow these steps 1 Goto Maintenance gt Salespersons 2 Click the Add button In the dialog box that opens you can enter details on any tab On the General tab enter their email phone number which division they work 87 SALESPERSON S COMMISSIONS FREIGHT COMMISSION for if applicable their address billing address if different and other personal information as needed The Identification number can be a DUNS EIN SSN Social Security Number a Foreign or Other type of number Salespersons General Address Billing Address Other Addresses Contacts Participation Pmt gt Name Benlipton B Entity ID OoOo Website Account Humber Contact First Hame Contact La
124. eflected 131 AIR in the Carrier s profile in the Maintenance folder and or in the air shipment wizard as explained below AIT Compliance Do nok allow duplicated Air Wwaybill numbers IATA Generate Air Waybill numbers by range v Enforce Air Waybill numbers bo comply with IATA regulations Gir Waybill numbers assigned in sequential order s Generate Air Waybill numbers by range Use this option when an air carrier sends you a batch of AWB numbers a Check this box and save this setting b Goto the Carrier s profile gt the Airline tab gt click the Add button to add AWB numbers A dialog box opens The system grays out all the options except for the setting you made in the Configuration screen Enter the beginning and ending range of numbers in the fields and click the OK button to save The system will generate the 132 AIR numbers in the range for you They will be displayed in the screen The numbers will be available to use in air shipments Carriers Eg General Address Billing Address Other Addresses Contacts Aline Rates Ea IATA Account Number Airline Code eI Airline Pretix Aur Way Bill Numbers 12311111111 Add 123 11111122 12311111133 Remove 123 11111166 12341111170 123 11111181 12311111192 12311111203 This is a passengers only Airline The other option on the dialog box is to Generate an amount of Air Waybill Numbers This allows the sy
125. elete a field The columns in the list show the field name type and source type Fields mA 7 p Properties ga Delete Source Type Hazardous ClassDescription4i String tml Field name Path Hazardous EmergencyContact String ml Field name x Path Hazardous Hazardouslevels String sml Field name lt Path Hazardous Materialbescriptian4 String sml Field name x Path 185 VARIABLES Variables 186 Variables are often used to calculate totals in formulas by gathering data from other fields such as the total of prepaid charges in an Air Waybill When you click the Add button in the Variables list a dialog box opens In the dialog box the dropdown arrow for Field will show the fields used in the custom template you are designing Yariables Treat null as zero Reference column for a grid field Column E The name alias is filled in when you select the field To treat null as zero check the box This will make sure no value is calculated if a field is blank The Column field is used if you have a table or a grid and want to specify the column for the variable CUSTOMIZE AN EXISTING TEMPLATE For each Control created on the Design pane you can create a caption or a label for it by using the text button to add a text box to the template pE Magaya Document Designer BillotLading sdf E File Edit View Insert Layers Script Window Help 5 EH 2 a Hae E E t o AAA a 1 T a
126. ely You can also align fields by using the Align buttons on the toolbar 189 FONTS Fonts To change the font or other properties of the text box right click on the text box and select Properties A dialog box opens Object Properties Text Font Margins Font Te o Left r _ Bold Italic Underlined Preview Alignment Horizontal vertical F This font must be embedded into the document When you create a text box or drag a schema element to the design pane you will need to click on the Selection Tool button the arrow icon to access the right click menu options such as the Properties Magaya Document Designer Airwayb E File Edit View Insert Layers Script Win DEH gt rB A k7ng PU ENEE ve nias kertaa halla licthelbensl as Selection Tool The Object Properties box contains choices for changing the font alignment of the text inside the box and margins 190 FONTS To access the properties of the control right click on the control and select Properties A dialog box opens with three tabs Edit Box Properties General Text Data General Behavior E Object name slalldsle _ Barcode 7 Page Number Do not print this Field Multipage Show in last page only Multiline cancel Apply e The General tab shows the name of the object as assigned
127. ements under fl Carrier Carrier Address element City ContactName ContactPhone Country Description PortCode State Street ZipCode LarrierName H Chargeable eight C4 Charges E3 al consignee E el Delivery Agent ic Pieler Ananth arna EA Fields E Variables Fields Fields store data The data can be filled in automatically by linking the field to a schema element or the user can fill in the data by typing information into the control associated with that field 184 FIELDS The fields you see in the list are the fields that come with your documents by default They can also be created by the system automatically when you drag a schema element from the Schema list to the Design pane You can also add different types of fields if you do not see the one you need Click the Add button and select the field type String Boolean or Table Fields Fa String Field Type SOUFCE Boolean Field Table Field String none String none CURRENCY String lt none A DETAIL TAXES Table lt none DUE_DATE String lt none HH INVOICE DATA Table lt none INVOICE DATE String lt none INVOICE NUMBER String none ISSUED ADDRESS String none ISSUED_BY String lt none TOTAL _AMOUNT String lt none TOTAL _INVOTLE String lt none TOTAL_VALUE_TAs String lt none TRANS TYPE String lt none liii Schema e Fields variables Other buttons enable you to view properties or d
128. ems are used when you receive items and the system will create the item in the Warehouse Receipt If you enter a location then the system will place the items in On Hand status The Location name can be the Weigh Station for example Then a Move Task can be created to move the items to the racks These fields are optional Options To print labels as the items are scanned in check the box for printing labels The system will print a label for every scanned item so the labels can be placed on the boxes right away Ask for total pieces before scanning items Check this option to speed up receiving This will enable users to print labels that are numbered to indicate the number of each piece of the total pieces such as Box 1 or 4 Box 2 of 4 etc Assign scanned Tracking Number as an external tracking number for items This option is useful when receiving items from UPS or FedEx Then the end customer can track the item by this tracking number when they use the Magaya mobile app Track2Go This tracking number will also be searchable within your Magaya database Copy scanned Tracking Number to item Notes This will add the number to the Notes field You don t have to open the item to add it To comply with IATA regulations set the following configuration options as needed for your company Each setting will change the way your system handles Air Waybill AWB numbers Verify your needs before making changes Changes will be r
129. ength gt 0 var container ship items item 0 if container null var serial_number container selectSingleNode SerialNumber result serial_number null serial _number text return result Explanation of the above code sample The documentElement is stored in the docElement variable Then with this variable we query the XML for all the items that have a sub node named IsContainer with its value set to true This will return a list of all the containers in the transaction This list is going to be stored in the ship items variable Next test this variable to know if we obtain at least one container If so let s get the first of them by calling the ship items item 0 method The param EXAMPLES OF JAVASCRIPT FOR MAGAYA DOCUMENT DESIGNER eter set to zero 0 indicates that we want the first one because it s a zero based indexed list The first container is stored in the container variable Calling the select SingleNode SerialNumber method in the context of the container variable we retrieve the SerialNumber node from the container Then we test if the node exists and extract its text by means of the text property The result is displayed in the document 4 Example of Dimensions Code in WR Table The following code sample shows how the dimensions of items are displayed in a Warehouse Receipt WR You can use this code sample to display other fields besides the length width and
130. enu and activated for RECURRENT ACCOUNTING CREATE A RECURRING INVOICE this customer before doing this step For details on setting up this service please see the Magaya Software Communications Manual Recurrent Transaction Wizard Online Payment Configuration Configure automatic payment processing for this recurrent invoice The chent will be charged via credit card or ACH automatically using the Online Payment System Enable Online Payments with PaySimple At this moment for USO only Account List tal F Apply only to approved invoices Appl Payment Date O Apply immediately O Apply on G days after creation date O oo days before due date m tenet Hee Check the box to enable online payments with PaySimple Select the account such as a Visa or Master Card that you entered in the Customer profile If you want to apply this payment method to invoices that the customer approved check this box Note Customer approval and dispute permis sions can be set up in the Web Track User list in Customers gt Actions Decide the date to apply the payment Apply it immediately set the number of days after the date that the recurrent invoice is created or set the number of days before the due date Click the Finish button to save Result The recurring invoice template is added to the list of Recurrent Invoices On the first of the month or preset day a new invoice will be created for that customer T
131. er display an error report or information about the printer including the tax rates for this fiscal printer Save the settings Also Set the tax rates in your Magaya system to match the tax rates defined by your fiscal printer For example if your fiscal printer includes tax rates of 5 10 and 15 then you must have a rate in your Tax Table for 5 10 and 15 Go to the Chart of Accounts gt Actions gt Tax Table to verify this Add the RUC number to any entity involved in a fiscal transaction Go to the entity profile on the General tab enter the RUC number in the field Identifi cation Number Select Other for the type Vendors Genetal Address Biling Address Other Addresses Contacts Charges Pmt Terms Personal Hame Champion Automotive fa Entity ID i Phone F a E mait Website Enter RUC number for Account Number entities in invoices sent to fiscal printer Contact First Name Contact Last H ame Identification Number 220961197911 Diviziorr Magaya Network ID Inactive aati DENIED PARTY SCREENING Denied Party Screening Configure The Magaya Denied Party Screening plug in helps your company comply with U S government export regulations that require verification of entities to deter mine if they are included on the list of denied individuals or companies This plug in needs to be configured to tell the system when you want to
132. er elements of the template such as the customer s address will be the same You will not have to re enter the information If you need to change something such as the address in the future you can edit the recurrent invoice by using the Edit button 16 RECURRENT ACCOUNTING CREATE A RECURRING INVOICE The first screen in the Recurrent Transaction Wizard contains the following Recurrent Transaction Wizard Recurrent Transaction Details Enter the details of what you want bo be invoiced with this recunent transachon When you relate this barisaction to the cargo m the warehouse you should use a Tari to calculate the tight pices Humber 1457 Apply to Republic Shipping Biling Account Accounts Receivable Charges Accounts Salus Description rep Pice Paidas Prepaid v USD000 Tak USD000 T ial Amount USO 000 Arnount Due USD 0 00 Enter the transaction number in the Number field This is the number of this template not the number of the invoice The invoice number will be generated at the moment that the invoice is automatically generated Click on the Apply to dropdown menu to select the customer that will receive the recurrent invoice The address displays automatically To change it for this transaction click the Change button The date is filled in automatically Select the Account this transaction will refer to such as Accounts Receiv able The Transaction Date is s
133. er Actions On the first tab Division enter the division name Enter the phone number fax number and email optional e Select the default company The default company is the associated company of the division The dropdown shows companies you have listed in the Forwarding Agents subfolder under the Maintenance folder e Check the box if you want the division name to appear in documents such as Air Waybills or Bills of Lading Check the other box to assign this divi sion to entities created by its employees e Add any comments as needed Click on the Address tab and enter the address This address will appear in the documents created by this division e Click on the US Customs Codes tab and enter the Air AMS Originator Code if needed This is used when filing AMS from the division e Click the OK button when you are done 151 EVENT DEFINITION Event Definition Incoterms 152 Magaya software enables you to define events so you have a list ready to select from and use in the Events tab To enter a new event definition click on the Add button as Event Definition Automatic Custom Fields Mame Location Include in Tracking Creation Cargo Stat Cargo sce Cargo sce Delivered Arrived at ln Transit Arnved at Picked up Divisions Hiara Irce in Tepkini C amy e d T Dr O Task Types 7 o Po x Add Actions e Enter a name for the event in the Name field of the dialog
134. erent from the Exports by checking the box Different from export The Set button will be activated and the message changes to One number for Consolidations and Straight shipments House shipments have their own numbers Check this box to activate Import numbering Different ve ad from esport Ocean Ground One number for all Consolidatians and Straight shipments House shipments have their own numbers DOCUMENT NUMBERS The Document Numbering dialog box has the following options Document Number Numbers Format Prefix SUT Start number at The created numbers have the following Format Frefis Numbers uffi Do not allow duplicated numbers Numbers can be formatted as follows Prefix This will add numbers or letters to the front of the transaction type you have clicked the Set button for For example if you want all your Warehouse Receipts to begin with the letters WR enter the letters WR in the Prefix field Other examples The House Air waybill document numbering has a default prefix of HAWB The Ocean and Ground formats begin with HBOL This can be changed by typing over the default letters Suffix This will add numbers or letters to the end of any transaction number Start number at Enter a number here to start the numbering of docu ments The first document you create will use the next number Example If you enter 0 then next document will start with 1 Do n
135. eric Task Yeg Load k Count a Task Type Move Ma Pick pwj 9 escretor Filter Actions The column System identifies which Task Types are created by the system If they were created by the system they are marked as Yes This type of task cannot be deleted When you create a task it is marked No To add new types click the Add button and fill in the information in the dialog box XML Transformations Users can define a transformation for a specific transaction type For example if there is a third party accounting system that receives an invoice in a specific format you can write a transformation to convert the Invoice to the required format of that system Formats can be XML CSV or other format Then when the transformation entry is ready the user opens the Invoice List selects the range of invoices to be exported and clicks on the Export button to 154 XML TRANSFORMATIONS select the available transformation the one you define here This will create a new file in the required format Incoterms Commodity Types Shipment Documents Scales tg MIL Transformati as Type a description AML Transformations System Alerts ezcrintior Data Transformation Definition Description Po SOUrce Local Online a Format of Extension Import O Export _ Element Type Account ol F Is Active Filter C
136. et automatically to today s date Change it as needed This is the date that you created this template 17 RECURRENT ACCOUNTING CREATE A RECURRING INVOICE Click the Add button in the wizard screen to add a charge A dialog box opens Charge Information Charge N otes Type Storage Fee w Quantity Unit Price Amount E A E a Select the type of charge such as Storage Fee this is an income item b Enter a description optional c The quantity units such as pounds and the price will be calcu lated by the system automatically each time the invoice is generated A price can be added if you want to have a set charge not based on the cargo on hand d Click the OK button to return to the wizard screen Set the Paid as option to either Prepaid or Collect based on the terms of the agreement for this recurring invoice Paid as Prepaid Exchange h Click the Next button to go to the next screen in the wizard 18 RECURRENT ACCOUNTING CREATE A RECURRING INVOICE The next screen in the wizard enables you to set the frequency of the invoice Recurrent Transaction Wizard Recurrent Transaction Settings Here ou can set the start and end dates of the recurrent transaction as well as how olten vou would like it to be generated ou could also apply this transachon to the cago in the Warehouse for changes such at Storage Fee Ineurance Fee etc start Date 613
137. ext F Destination Agent Text Volume weight Mlb Decimal C Chargeable weight Ib Decimal C Invoice Mumber Text L Purchase Order Mumber Text C PRO Number Text 8 Add Columns a F Width 240 275 CUSTOMIZE REPORTS OPTIONS 276 In this Column Settings dialog box you can adjust the width of any column move it up or down or you can type over the name of the column to change it to a name you want If you need to reset a report back to its original columns click Actions gt Set Default Columns The currency of reports can be changed if you set you system to multicur rency you can filter information in a report and export a report from your Magaya system Save Custom Report The Save button has two options one saves the report as is the other allows you to save the same report by another name previously the system would overwrite the report This feature is especially useful when you want to create another report that is similar to the first one now you do not have to start from scratch to build it cl Sarre Dec 12008 23 Save a5 Configure Filter Actions Close A Accounting document numbers set up 106 Administrator task Server Authentication 253 AES 128 Air waybill numbers 131 Air waybill expand details 112 Amendment 64 AMS 128 Assign customer account numbers 117 Attachments not visible 249 Authentication levels 143 Automate charges per customer 1
138. f transport and other criteria that apply Click the Next button 3 Select the ports from the list and go to the next screen to see the rates the system found 4 Inthe last screen click the Save button to save and finish the wizard If you want to make other changes with similar criteria click on the Restart button 82 CLIENT CONTRACTS MOobDIFY RATES FOR YOUR CUSTOMERS Note This wizard works the same for Carrier Rates and for Client Rates When you customize the Standard Client Rates the first screen in the wizard does not have a client to select because the modification you make will apply to all clients Modify Rates Wizard General information Specify the type of modification you would like to apply to the rates Choose the modification to be applied To modify all Expire rates on this date standard Client Rates ee Modify rates Modification Type Increase a percentage w value 1o Hy Client Contracts Magaya software includes a wizard to help manage contracts you offer your customers 83 CLIENT CONTRACTS CLIENT CONTRACTS ADD CONTRACTS AND RATES Client Contracts Add Contracts and Rates Use the wizard screens to manage contracts you create for your clients The wizard works the same way as the wizard for adding carrier contracts and carrier rates F z PLS ed Harawi Bg Tasks Cemit Dates Thar ya ba hate zF Fme ii i Te anwa S g K 2 ti a E qian Contract P F MP oS ame
139. fy by type such as electronics To enter a new commodity click on the plus sign in the dropdown menu enter the information and click OK Commodity Types can also be entered in Maintenance gt Configuration gt Commodity Types The Commodity Type can also be specified when you are entering Inventory Item Definitions Select the Commodity field on the General tab Select the origin and destination cities for this rate Select the method mode of transportation such as Air Transit Time Enter the number of days of the voyage This information can be added to the Query Rates screen Select how you will apply the rate by the piece by weight volume container or by a calculated rate When you make this selection the drop STANDARD CLIENT RATES ACTIONS IN THE STANDARD CLIENT RATES LIST down menu next to it will change depending on what you select You can set the units for weight such as pounds and for volume such as cubic feet For more details see the section on Tariffs Use Gross Weight instead of Volumetric Weight in air and ground rates Previous versions of Magaya software before v8 5 required a formula for this Enter a minimum and or a maximum rate as needed Click the Add button to add a rate This will activate the next line in the rate table Click on the table cell under More than and Rate to edit the table cells The example shows the first table cell with a rate of 2 50 for one pound or
140. gher level of security Before performing this configuration ensure you know your user name and password When you log back in you must type your user name and password All users must be logged off to set this configuration except for the admin istrator performing this task You must also exit from the Magaya Communication Server The Magaya Communication Server will also require user login creden tials the first time you make this configuration change Create a user in your Employee list for the Magaya Communication Server Log in and then restart the Magaya Communication Server Then go to the Employee list and view each employee profile gt User tab to see and make a note of the user name that the system created for you Give this login information to each employee so they can log in with the new method MAINTENANCE amp PERFORMANCE Maintenance amp Performance This configuration screen provides optimization options you can choose as needed These options are designed to improve the performance of your Magaya system Maintenance and Performance Stare up Pr load some entities at start up to improve the performance of the system Attachments amp POF Options Optimize image for the Web Use Bev colors For POF background image Recycling Allow the system to recycle some commonly unnecessary records Configure Allow a background process to shrink the size of the historical data in the database
141. go Movement on T Bookings Different Use EXPORT Set IMPORT LJ shipment from export numbers Ocean Ground Air Ocean Ground Masters Straights Houses EEL d d d d ea d One number for all Consolidations and Use same numbers as in export Straight shipments House shipments have their own numbers The Magaya system is set to number all transactions with consecutive numbers If you want to change this default uncheck the box for the transaction you want to use non consecutive numbers for If you uncheck a box the Set button is grayed out inactive Quotations As a result of unchecking the consecutive numbering setup each transaction made will require the user manually enter a transaction number 103 DOCUMENT NUMBERS 104 If you uncheck the box Use shipment numbers the message below it will change to Shipment numbers will not be used lf unchecked shipment numbers will not be used A Use S EXPORT shipment wo humbers Air Masters Straights Houses Shipment numbers will rot be used For Exports activate the numbering formatting for Air Ocean and Ground transactions by checking the box for Export Masters or Straights The buttons with the three dots will be activated Click on a button to open the number formatting dialog box Note This button opens the same Document Numbering dialog box as the Set button For Imports you can make the Import shipment numbers diff
142. he data There are three types of Controls edit boxes checkboxes and grid tables The Controls are linked to fields The fields store the data and Controls display the data The following image shows a Control made using the Edit button When a Control is created using the Edit button or using the checkbox or table buttons the Control is unlinked meaning it is not associated with any data source yet E Fie Edit View Insert Layers Script Window Help 5 eH a Ome Ae ead k OoaAH 4 al E vl ne A cat uU button 1 k 3 4 i lt unlinked gt lt That is an Edit box made with the Edit box button To link this box with a data source right click on it and select Properties from the pop up menu On the Data tab select a field name from the dropdown Edit Box Properties General Text Data Field properties Mame Value The field name needs an x path that will lead to the data source for this field and populate it 174 INTRODUCTION TO THE MAGAYA DOCUMENT DESIGNER You can also create a Control and then drag an element from the Schema list and place it inside the Control box The elements in the Schema list already have data sources associated with them When you drag and drop an element from the Schema list the field name is created automatically and linked to the Control To identify the Controls add a label such as a text box For example if you are creat
143. he application provides a list of tasks a description of the cargo to be delivered the address and a map It can be used on wireless handheld devices and smart phones For more details see the Magaya Software Communications Manual Scales This option is a Magaya Plug in application called Magaya Scale Integration It is designed to connect a scale to your Magaya system so you can weigh and measure packages quickly The CubiScan scales are the only manufacturer that is currently integrated with Magaya software Contact Magaya to activate this plug in and discuss installing and connecting the scale to your Magaya system You will need the IP address to assign to the scale and the Port Scales Use Cubi can Connection Default data for new tems Description Package Type Location Options Print Labels from Warehouse Receipt while scanning items Ask for total pieces before scanning items Assign scanned Tracking Number as an external tracking number for items available from Track2lol Copy scanned Tracking Number to items notes 130 AIR Check the box to Use CubiScan The other fields will be activated Enter the IP address and port that you set when installing the CubiScan software This enables the Magaya system to connect with the CubiScan scale and retrieve the data about the weighed items Default Data for New Items these fields are not required The fields for the default data of new it
144. he database is noted on the top for example Running or Stopped Database location Where the data is located To change the file location stop the database first The Change button is grayed out when the data base is running Log File This is a trace file of events such as who opened sessions and when disconnections etc To change the file location stop the database first The Change button is grayed out when the database is running BACKUPS WORKING WITH THE MAGAYA DATABASE SERVER AGENT e Connections As you click on each tab the computer name user name number of instances and the application type that is running are displayed The tabs are Local Users Remote Users such as those accessing the database via Magaya OnTheGo Other Connections such as the Magaya Communication Server Agent All Connections e Refresh button To refresh the view of the database by clicking the icon of the two arrows in a circle e Stop button To stop the Magaya Database Server Agent First all users must log off If any users are connected when you click the Stop button a notice will appear asking if you want to continue while they are open This is NOT recommended It will close their connection and could cause data to be lost Do not stop the database while users are logged in Start button This will restart the same database e Backup button To create a back up of your database either a full backup
145. he function 261 JAVASCRIPT BASICS BASIC OPERATORS Basic Operators To perform mathematical operations such as addition and multiplication the operations must be represented with operators to get the results you want Here are the most useful operators available in JavaScript Table 2 Basic Operators fae i 262 By combining these four basics operators you will be able to make almost any mathematical expression you desire The evaluation priority of the operators determines the order in which the expression is evaluated Multiplication and division are evaluated first and then addition and subtraction are evaluated To change the evaluation order of an expression use parenthesis Parenthesis increase the evaluation priority of the surrounded portion to the highest possible priority Example function OperatoarExample g return 3 6 10 Z 4 This example will evaluate the expression in the following order 1 G 10 2 The result of G 10 will be multiplied by 3 3 The result of step 2 will be divided by 4 Assignations JAVASCRIPT BASICS ASSIGNATIONS Sometimes when writing functions or formulas we need to hold temporal values some place To accomplish this we use variables An assignation is the process of making a variable equal to a given expression Let s see an example function AssiqnExample f oe Y J x g return y This example shows how assignations work similar
146. he invoice appears in the Invoices List If you are using the PayCargo service you can send the invoice to that service so the customer can 21 RECURRENT ACCOUNTING CREATE A RECURRING BILL pay it online or you can give the customer Magaya LiveTrack permissions to pay the invoice themselves online Note You can also save an existing invoice as recurring by clicking on the Actions button when you are in the document view of the invoice Ale Edt Soke Geet Manteno Sheorent Biava Meth diocouning Reports dimen Help History Oo z 0 gt BF amp gd B Fart ir TENi eT Print Fired Heh are Aan Tach Asheri e 1 Piece p Fert reir ia a Ga Pi H a cena i OD i amim Met et add i iE Ai HA Jobe F ie Ai Receive Payment Fy Saeed i ig Marisan Send To Online Payment System ie wair j EF Chart of Bours Exclude From Tracking 2 kara ad aria Sharcdard Chard Aaaa Void Transaction S a E Save as Recurrent pe ball Leet A Paes i Paart Lil Select Template amp Cema i ad The wizard opens Fill in the fields as explained above You can also save an existing invoice as recurring when you are in the Invoices List Right click on the invoice and select Save as Recurrent from the pop up menu You can enable the online payment service from PaySimple by going to the Pmt Terms Payment Terms tab of the customer s profile For details on setting up this service please see the Magaya Softw
147. he system to save a record of any changes made to trans actions in Magaya Explorer This will keep a history of what users have modified or deleted Transaction Log Please keep record of the database modification for the following operations By choosing this option you will be able to trace the modification in any record in the database Record creation Record modification include in the record the previous state for any accounting transaction Include in the record the previous state for any cargo operation Record deletion recommended Please do not keep record of database modifications If you choose this option wou will not be able to trace the modifications made to any record in the database e The Transaction Log is set by default to keep a record of all deletions made to transactions You can specify if you want to keep a record of the creation and or the modifications a Check the boxes you want and then click Save or Reset Any changes made to the configuration screen of the Transaction Log or any configuration menu option will be recorded in the log To view the Transaction Log go to the Options menu on the top toolbar in Magaya Explorer Select View Transactions Log Options VIEW ms a by _ Refresh tS OD de EMail Task Refresh Folders view Transactions Log l a lt gt ie Configuration Zoom Options 141 TRANSACTION LOG 142 The log opens s
148. here are two options Application level or Database level authentication E R Security Authentication Security Application level authentication _ The user will select his her name From a list and will type hisfher password tet Kd aintenance OQ Database level authentication and Perfor Clauses The user will type hisiher username and password 253 SECURITY SERVER AUTHENTICATION 254 The Database level authentication is stronger than the Application level authentication because users must type in their user name and password instead of select their user name from a list The following screenshot shows Application level authentication Login to Magaya Explorer Your Company Name a Employee To change the authentication option for the database level In Maintenance gt Employees 1 Create user names for all employees including yourself if you do not have them already If you do not create user names the system will create them for you during the process 2 Create an employee for the Magaya Communication Server The Communication Server also logs into the database You need to create a user name and a password for the Communication Server so it can connect to the database Employee mea s General Address Biling Address Other Addresses User Permissions Mame Magaya Communication Server On the User tab also create a user name for the Magaya Communicatio
149. hoose the source Local is your computer or network and Online is a URL Choose the format of extension Import or Export Select an element type such as a transaction of an Invoice Bill etc For example if you want to transform a shipment for the CASS system select Shipment to make it appear in Actions gt Export gt XML Click OK to save it 155 EMAIL TEMPLATES Email Templates The system includes some default email templates You can also add your own to be used throughout your system by all employees Images and links can be added to email templates as well as other customizations E Email Template Type Mame Client Registered Online Subject Notification A Client Registered Online Subject Field HUAI DEB l EE Aay Body Field The following client company name has registered online in LiveTrack 2 0 sve Company name Disabled Request Delivery Receipt Importance w Email body in HTML Format Y Request Read Receipt Sensitivity The Email Templates are explained in detail in Chapter 7 of the Magaya Soft ware Communications Manual Payment Terms Define your own payment terms for entities such as customers and vendors With this configuration option define the due date or a discount for early for early payment Then apply it to transactions such as Purchase Orders and more 156 PAYMENT TERMS The system includes a set of Payment Terms You can add more
150. howing the type of transaction its Object ID the name or trans action number the date the employee and more The date range can be changed Transaction Lop Dales Lastmorthtodsate From W vama Ta a570 M g x Transaction Tyne Object ID Hams Typ Data EMAA Computer ican Restored F A Deletion AE Deletion A Deletion BE Deletion 112902 101407 110349 110547 Miane Diack C Miane Dade C Florida Depari Eaa agaa 0806 2008 0606 2008 llera Tanor llera Taylor lar Taylor Ilara Taylor Doct Doi Deo rely Ho Ha Ha No Hig View record Ho A Deletion 110614 Florida Depa Ha A Deletion 110620 Florida Depari Ha J Daeion 112742 Ai wap Bil IEN pl L i Ha AE Daen 11270 Test F Ha AE Daston 112656 Mictocolt Oie Clean up Transaction Log Ha AE Daston 107563 Ha BE fiaehnn TISEI Firda harri Choose Columns ie Kin BE Deletion 110569 Florida Depa BE Deletion 110608 Fluida Depa Restore record 15 ef 110 elements To view an individual transaction select it click on the Actions button and choose View record Other options in the Actions menu are Restore record View previous state Clean up Transactions Log and Choose Columns When you Select the option to clean up the transaction log a dialog box opens with options Transaction Log Clean up Clean up options Do not take any action Select this option if you don t want to do anything or just click
151. ight return the weight times 5 To accomplish that let s use the if condition else construction Function ConditionsWitheElse ft if iV gt Wi i result 4 5 Y return result Note that a pair of braces was used to make a statements group The purpose of this is to tell the JavaScript interpreter that not only the first statement 265 JAVASCRIPT BASICS CONDITIONALS following the if clause has to be executed when the condition is met but the complete block of statements into the braces 266 USING THE SCRIPT COLUMNS FEATURE INTRODUCTION Using the Script Columns Feature Introduction Steps Scripts written in JavaScript can be used to calculate information and display it in lists or reports in your Magaya software The Script Columns feature can be found on any Choose Columns dialog box in your system including lists in the Warehousing folder the Accounting folder Maintenance and other lists or reports An example of a script column is if you need to know the number of days cargo has been on hand The script in this example will calculate the number of days based on the date the cargo arrived and today s date Go to the Actions button in a list or report or right click an item and select Choose Columns 267 USING THE SCRIPT COLUMNS FEATURE STEPS 268 When the Column Settings dialog box opens click the arrow on the side of the button Add Columns and
152. ile Units Used to configure the measurement units For the WMS Mobile users Warehouse Equipment Used to configure the type of equipment used by the warehouse personnel WMS Mobile Lisers Used to configure the permissions printer configuration etc Operations Settings Used to configure the behaviour of the operations in the WMS Mobile Default package type For new pallets Pallet Keep Inventory by Serial Number Save Serial Number When items go out Enable initial inventory For WMS Mobile users Only for Magaya Cargo System Users moving to Magaya WMS Inventory will be closed on or before this date Create pallets outside Warehouse Receipts in WMS Mobile Manual Receive verify items after batch pick Inventory Adjustment Account Inventory Adjustment Scrapped Inventory Account Scrapped Inventory Inventory Adjustment Vendor Inventory Adjustment vendor Inventory Adjustment Client Inventory Adjustment Client Define maximum number of charges per inventory adjustment transaction Start inventory adjustment wizard when count session is closed These details are explained in the Magaya WMS Operations Manual and in the Magaya Supply Chain Solution Manual 129 POD MOBILE POD Mobile Use the POD Mobile option to configure the settings for the Proof of Delivery POD Mobile application This application is used by delivery drivers so they can collect signatures when they deliver goods T
153. ile name BillofL ading sdf Preview Filter Direction Gukgaing Layout Methods E Air Ocean Ground Options Generate automatically Online Tracking Excluded by Default If you don t want this document to appear to the customer when they log into the tracking click Exclude from Tracking The shipment documents option is available in the Magaya Cargo System and Magaya Supply Chain Solution System Alerts SYSTEM ALERTS Use this option to create your own customized alerts The alerts can be for employees or others outside the company tysten Alert when Online Payment is received Internal Notification Employee Administrator Alert by Email Alert by Task External Motitication Send Email to Sender Message Select E mail Template System Alert Email Template 4 Enabled Cancel The screenshot shows an example of an alert that will send a Task to the employee shown You can also choose to send the alert via email Customize the subject line and body of the message according to your needs There are many options under the When field such as notification that a customer signed up on LiveTrack a sales order was placed online and more The message is sent using the template you select Check the box to enable to alert 149 COMMODITY TYPES Commodity Types Use this option to add commodity types to your Magaya system 92
154. ing a document that a customs agent needs to fill out you must add fields and labels so the agent knows where to write the date etc This image shows a shaded text box above the control File Edit view Insert Layers Script Window Help lad a KH nati Aes r O caAaASa BE ae 1 fs a d shipper Address shipperAddress1 10 Control with associated field The Control that is associated with a field will gather data and display it Fields have a field name a data source type and the data source itself The following shows the field properties for an element dragged from the Schema list String Field Properties EO General Format Field name Consignee CreditLimit currency3 Data source type aml Field name x Path s Data source Consignee CreditLimittmCurrency yt Hei Fields can be filled with data in these ways From an XML element in a schema list This takes XML data from the current transaction such as a WR and fills it into the field e Froma Formula A Formula gets data from other fields through variables From a Script The script gets data from the DatabaseObject or the XML DocumentObject For example you can access an item inside a shipment 175 INTRODUCTION TO THE MAGAYA DOCUMENT DESIGNER 176 and calculate charges for that item based on the WR for the item For more details about using JavaScript see the topic on JavaScript From User Inp
155. ion Server icon and select the option Database Credentials Enter the user name and password of the Magaya Communication Server Restart it 7 Open Magaya Explorer and log in with your user name and password 255 UPDATE MAGAYA SOFTWARE Update Magaya Software To update your Magaya software perform the following steps NOTE When updating to a new version familiarize yourself with the new features especially new permissions and roles because these may change how employees access functions New features are announced in the newsletter and on Magaya com CAUTION Follow these steps in this order 1 Ensure all users are logged off the Magaya system 2 Backup your data via the Magaya Database Server Agent For details on backing up data see the Magaya Software Customization Manual 3 Stop the Magaya Communication Server Agent by right clicking on the icon in the taskbar and selecting Stop Communication Server Then right click again and select Exit Reload Configure Monitor Login Logout Start Communication Serwer Change Password Abouk A KO 4 Right click on the Magaya Database Server Agent icon and select Stop Database Server Then right click again and select Exit 256 UPDATE MAGAYA SOFTWARE 5 Go to the Magaya software installation folder and double click on the OnlineUpdate exe file to run the file This is the icon 6 Click Start in
156. issions To configure a general commission that applies to all inventory sales and to all salespersons system wide follow these steps 1 Goto Maintenance gt Configuration gt Sales 2 Click the Commissions button ontiguration suk A lt r Sales Outgoing Allow to create sales orders with backordered items Messages When the orders are Fulfilled give priority to inventory within the same locati Fulfill orders using inventory in the specific division Enter general commissions for inventory sales Commissions Sales Commission x Online Bookings ee a Percentage of Profit Online Paymerits Online Sales Orders In the dialog box select the Type and Value of the inventory commission This will be applied to all inventory items sold by any sales person For example to add a commission of 5 of the profit enter 5 Do not type in 0 05 for 5 Type 5 Do not type the percent symbol in the field 3 Click OK and Save 92 SALESPERSON S COMMISSIONS INVENTORY COMMISSIONS Inventory Commission per Item To add a commission to an item go to the Inventory Items Definitions list open or create an item On the Accounting tab click the Commissions button and select the type and set the value for the commission in the dialog box Inventory tem Definitions Inventory Item Definitions Part Number USO a mapas Ed TEWA F 7B General Ac
157. l perform the incremental backup daily at the appointed time You must also make a backup copy of the Blobs folder This will not be done automatically as of the publication date of this documentation Restore Data from a Backup File 242 To restore the data to your Magaya database follow these steps 1 2 3 4 5 Close your Magaya Explorer Right click on the Magaya Communication Server Agent icon in the taskbar and select Stop Communication Server Open the Magaya Database Administrator Agent by right clicking on the icon on the taskbar and selecting Open Database Administrator Click on the Stop button The Restore button will become active It may take a moment Click the Restore button BACKUPS RESTORE DATA FROM A BACKUP FILE 6 Locate the backup file in the dialog box Restore Database Select the Folder bo locate the backup to be restored C Program Files Magaya CorpiMagaya Cargo System iBackup Available backups in this folder Date Time Type 5i Filename June 06 2012 Of 004M Incremental aubobackup diff O2 2012 06 06t07 00 June 06 2012 12 00 4h aubobackup ul 201 2 06 06t00 00 O June 05 2012 11 00PM Incremental aubobackup diff O2 2012 06 05t23 00 dune 05 2012 08 00PM Full 30 aubobackup full 01 2012 06 05t71 00 june 05 2012 12 00AM Full aubobackup full 01 2012 06 05t00 00 jure 04 2012 12 00 AM Full autobackup full 01 2012 06 04t
158. ld you choose These are the options Custom Field Definition Warehouse Receipt Display Mame Field Type Internal Mame f Maximum Length Description Internal Use Only Allow to build reports by this Field Field is inactive aand a Text will allow text to be entered in the answer field You can set the maximum number of characters The default is 100 This option will give the user a free form field so they can type in the answer to the 163 STEP BY STEP PROCEDURE question This is useful for answering questions such as What is the color of the vehicle If the text might fill more than one line click the Mulitline checkbox Integer is for whole numbers no decimal places Use this option when you want users to enter a whole number as the answer e Decimal will allow you to specify the number of decimal places Use the Precision dropdown to select the decimal places The default is two places Pick List will create a dropdown list with choices you specify similar to multiple choice Field Type GESIE Title Received key Received Click on the Add button to add to the Pick List A text box opens Cancel Enter text in the box and click OK The text will be added to your Pick List Yes No is used to answer yes or no questions 164 STEP BY STEP PROCEDURE Date can display the date field To include the time check the box Date and Time The
159. le Folder File and Folder Tasks A Make a new Folder d Publish this Folder to khe is Blobs folder File Folder ed Share this Folder iste File Folder 2 commod txt 3 149 KE Text Document 2 Country lode txt SEB Text Document When you backup your Magaya system you must backup the Blobs folder sepa rately from the backup process It is not part of the automated backup process as of the date of this documentation To backup the blobs go to the folder and copy it and save it in another location If you restore your database to another computer and do not copy the Blobs folder also then the attachments will not appear in their transactions If this happens copy the folder to the new computer and the images etc will be restored also Steps 1 Goto the Maintenance folder and click Maintenance amp Performance 2 Check the box Allow the system to extract heavy weight data such as images and data to an external File System Directory This optimization will be applied to every transaction current future and past The large files will be placed outside the database The system creates a folder automatically in the Magaya software data folder The result of the unstructured data being stored in the Blobs folder is improved database performance This is especially beneficial for companies with large databases that contain years of transactions and many MBs of photographs Backups will also be faster
160. le in the Magaya Supply Chain Solution and the Magaya Cargo System 127 US CUSTOMS SYSTEMS Save your settings Details on how to use the online shipping orders feature are available in the Magaya Software Communications Manual US Customs Systems Express Link 128 The US Customs and Border Protection CBP options in Magaya software provide fields to enter Automated Manifest System AMS codes Automated Export System AES login information and the Automated Brokers Interface ABI that is integrated with the SmartBorder system After you set up your Customs information in the Configuration menu it will fill in automatically in shipment documents US Customs features are available in the Magaya Supply Chain Solution and the Magaya Cargo System For more details see the Magaya Software Communications Manual Magaya Express Link plug in enables you to request package shipments from carriers such as UPS and FedEx It needs to be activated in your Magaya account and configured in your Magaya system Full configuration steps are explained in the Magaya Software Communications Manual WMS WMS The WMS configuration section contains settings to start using the Magaya WMS Mobile plug in application The screen contains the following options _ of the WMS Mobile users Counts Numbers Used to configure the generation of numbers For count sessions WMS Pallet IDs Used to configure the generation of Pallet IDs WETS Mob
161. location Fulfill orders using inventory in the specific division Allow to create sales orders with clients as sellers Do not release items that have not been invoiced Do not release items that have not been paid Enter general commissions For inventory sales Commissions When viewing items in sales orders Use detailed view Use summarized view Locations allowed For sales orders allocation Location Type Storage Receiving Shipping Quality Control M Other Pricing Engine Enable Pricing Engine Drop Shipping Allow Drop Ship orders on outgoing shipments Allow the create sales orders with backordered items This means sales orders can be created even when you don t have items on hand in inven tory e When the orders are fulfilled give priority to inventory within the same location Fulfill orders using inventory in the specific division If you have more than one warehouse Allow to create sales orders with clients as sellers The Seller field can be the Customer on the Sales Order This is useful for 3PL companies that are managing only the orders for their customers 120 PURCHASING Do not release items that have not been invoiced When selecting this another option becomes available the option to not release items that have not been paid Enter general commission for inventory sales This sets up a commission amount system wide for any salesperson who sells any inventor
162. ls for purchase orders only after all inventory is received Allow to create bills for Purchase Orders without commodities Check mark this option to allow users to create Bills for a POs that don t have any commodities but may have other charges This is useful to keep track of 121 ONLINE BOOKINGS items such as office supplies purchased The PO status will be Open not Empty Allow to create bill for Purchase Orders only after all inventory is received The commodities must be On Hand to create the Bill Online Bookings Use Online Bookings when you are accepting online bookings from customers Here you can determine if you want to assign a booking number to a booking request or not and if you want to allow bookings even if you do not have an existing trip set up in your Magaya Explorer Maintenance Shipment Magaya Network Accounting Reports Options Help Ocean Ground Find Network Eo 5 Online Bookings cia ine Booki Transaction anime PockLige Log Process booking requests automatically Booking will be assigned tad Response to the client when processing requests manually Online Bookings dllow booking requests without existing trips Custom Fields The Online Bookings feature is available for all Magaya software Note This configuration is one part of the process required to give your customers access to make their own booking requests online Additional information about using the O
163. ly this root category and its subcategories This is useful if you create internal categories such as commissions that you do not want to be visible to customers online This is optional and can be changed at any time To notify your customers that their online order was received and is being processed go to the Email Templates or System Alerts configuration screen to choose the option you prefer Online sales orders is available in the Magaya Supply Chain Solution and the Magaya Commerce System For more details see the Magaya Software Communications Manual Online Shipping Orders To give your customers the option of sending you shipping instructions online via Magaya LiveTrack set up the option in the Configuration menu Allow Online Shipping Orders Shipments and Cargo Releases Select the modes of transportation you wank to enable when posting Shipping Orders Description Method O Pedestrian Ground O Road Other Ground Mi Air Air Air Containerized Air Save shipments in this Folder DOO Check the box to allow online shipping orders shipments and cargo releases Select the modes of transportation you want to enable If you want to save the shipments in a different folder in your Magaya system other than the existing one click on the Select button to navigate to the folder you want This configuration screen also offers options for online pickup orders Online shipping orders is availab
164. m Field to a Document Template 0 0 00 0000 172 5 Magaya Document Designer sssssssssescsoooscssoseecososesoooeeeoo 173 Introduction to the Magaya Document Designer 000 000 eae 173 How to Open Magaya Document Designer 0 0 0 0 ccc eee 178 The Magaya Document Designer Interface nnana 181 TOODA ANC MeS sareen naa a a hs ene GA shiek a sake ine Ge sh gee 181 BC VN e a a r HE ee e oko E ee ae A 183 Ernane a ea ne he a A nie hea ATEA 184 IV IA ONC 6 arrear tice std a eg ar tn esa REN wh EA oe eb ee ee oe 186 Customize an Existing Template 0 00 6 cc eens 187 POMS OEE E passe oo AG Dao eee Oe AT EE yr Cialis race Bae Ane io 190 MEAS Se 5 stig ahs 6 0 G09 S dan Ss ed ata ede ee Ac ae a 192 Add Custom Fields to a Template asa 43 seisond 65 duce a auh 9 Ge eee eh Pees 196 Add an Image or Logo toa Template 0 0 0 cece eee 200 ireate a New Custom Template seere a a baw eG fe eee aoe ie whe eea eae 203 PUBS a Templie 6 0 Guia dethrone 6 4 ern d d be beaten ad s akee eh beatiaada 204 6 JavaScript in the Magaya Document Designer ccc wee c rece eee 207 Introduction to JavaScript in the Document Designer 004 207 Enter Code into Magaya Document Designer 0 000000 cece eee 208 The xinl Document ODE is seseo meea G eee ee KGS eae ee Bw ho KS Bee 210 Examples of JavaScript for Magaya Document Designer 211 ie atabase ODi
165. me list and Add button that are available in the Configuration subfolder The Divisions list is also available from the Actions button in the Chart of Accounts 224 STEP BY STEP PROCEDURE SET UP DIVISIONS Click the Add button A dialog box opens There are three tabs Division Division Address US Customs Codes Use this division in document headers Comments On the first tab Division enter the division name Enter the phone number fax number and email optional Select the default company When you select a default company here this company and its address will appear in transactions that use that division Check the box if you want this division name to appear in documents such as Air Waybills or Bills of Lading Add any comments as needed Click on the Address tab and enter the address This address will appear in the documents created by this division Click on the US Customs Codes tab and enter the Air AMS Originator Code if needed This is used when filing AMS from the division Click the OK button when you are done The Division will be added to the list In the Divisions list you can choose the columns in the list by clicking on the Actions button 225 ASSIGN AN EMPLOYEE TO A DIVISION Assign an Employee to a Division To assign employees to divisions go to the Employee subfolder under the Main tenance folder Select the empl
166. more The next table cell shows 2 00 for weight over 100 pounds e To query a rate click on the Query Carrier Rates button This will query previously created Carrier Rates This is useful when you are creating your standard client rate you can look up your purchasing rates for compar ison See the section Query Rates for details Ifyou have a contract with the client click on the Contract tab in the Rate dialog box and enter the dates and contract number If you want to add any notes click on the Notes tab and enter them Click the OK button when done Result The rate now displays in the list and is available to use in shipments Actions in the Standard Client Rates List Click on the Actions button to access the following options Other Reports Reports Modify Rates Query Rates Choose Columns Import Export lt Lil wer TF ar al 1 oa T DP i ond Pr af n Add Filter Actions Reports Create a report of all Standard Client Rates 55 CUSTOM RATES ACTIONS IN THE STANDARD CLIENT RATES LIST Custom Rates 56 Other Reports Create reports by description charge destination etc Reports can be sent to customers by clicking on the Email button in the top toolbar across the top of Magaya Explorer To create a Customer Rate click on a rate in the list and select the option Create Customer Rate from the Actions button This sets a rate that applies to one customer A
167. mplate 177 How TO OPEN MAGAYA DOCUMENT DESIGNER How to Open Magaya Document Designer There are two ways to open the Magaya Document Designer 1 Magaya Document Designer can be opened from the server computer s Start menu Microsoft OFFice Wor Po Adobe Reader 93 Ei Magaya Document Editor be Magaya Communication Server Agent All Programs fag Magaya Software aaa Start Inbox Microsoft Out F gaya Document D AV 178 How TO OPEN MAGAYA DOCUMENT DESIGNER 2 From Magaya Explorer Select Documents ee Documents Select Documents either from Standard Documents or from Templates you have previously defined Select from Standard Documents Templates Air Way Bill Air wap Bill 12in Air Way Bill 12in Acc _ Application for Exportation Under Special Bon Arrival Notice 7 Invoice Air Arrival Notice 4 Invoice Ocean Bilhete de Depdsito Bill Bill of Lading Bill of Lading Multicurrency Bill of Lading with Totals NOTE If you desire to create template documents you can do that in the Miscellaneous emplates gt bolder 25915PM Click on the Document button Docum on the toolbar on the top of the Magaya Explorer or click on the Add Document button Add Doc on the Shipment Toolbar A dialog box called Select Documents opens To open a new document click on New If you want to copy an exis
168. n Automatic Charge Generation Enable automatic charge generation Automatic Charge Use the current date and time For charge generation 0 Use the transaction departure date For charge generation Add the time offset of the route segment to the generation date Fiscal Printer To set up automation on existing charges follow these steps 1 Goto the Accounting folder in Magaya Explorer gt Items and Services 2 Select an item that you want to automate for example the Cartage Fee In this example we will add a charge to each containerized ocean export ship ment for taking the container to the port Double click on Cartage Fee or select it and click the Edit button AUTOMATED CREATION OF CHARGES 3 The Items and Services dialog box for the Cartage Fee opens GS Magaya Neterork H Tasks hems and Services i Quotations Dosndoion ue Agno Hamo lane i 1a ki Burke Surcharge Cos Desan Freight Cost Othe Freight La Purchasing Caricom lee Docuneeiation Diha g i Sales Coin Sania pif Bookings Cannons EE War ih r pi Ma 73 Gammon eric i bi Rate Fadoiaic citokin Landed Cost Motes Accounting OOCwEP COS Type Othar w Tie Conde m Chart of eccournts CTSHIAT IHNE Disip Cyg Fee i w tems and Services CTSHIRT COS ate erbiy E Drworces COMMISSION thew E voice List INS FOR COs Sarees ther E Bills COURIER COS Price G00
169. n Server 3 Make a note of the user name and password for the Magaya Communica tion Server and make sure you know your user name and password You will need both to log in again Tip To help keep track of login information you can export employee user names via the Actions button in the Employee list view or create a report by Name and print or email it SECURITY SERVER AUTHENTICATION Continue with the next steps In Maintenance gt Configuration gt Security 1 Click the Database level authentication option 2 Click Save Confirm that you want to perform the operation Magaya Explorer A To perform this operation no one else can be connected to the database This includes any Magaya Explorer and the Communication Server If you do not have user names the system presents this message agaya Explorer Some of the system users do not have an associated username wt In order to switch to this mode of authentication is required that every user has a username Do you want the system to generate them Yes 3 While this screen is open stop the Magaya Communication Server Wait until it notifies you it has stopped The system asks you to confirm your choice Magaya Explorer LY re vou sure vou want bo change the mode of authentication 4 Restart the Magaya Communication Server 5 Close your Magaya Explorer 6 Right click the Magaya Communicat
170. n menu Recycling records e Extracting heavyweight data to save it outside the database in a Blobs folder e Shrinking the database Please read ALL these steps carefully BEFORE beginning the optimization processes The Recycling process is recommended to be done first If you have questions please contact Magaya Technical Support If you are updating your Magaya system from a version before 8 5 the update and optimization processes will require approximately 2 5 times the existing 245 RECYCLING Recycling 246 space The space will be free after the optimization Make a backup before these processes The Recycling process helps keep the size of your Magaya database small by allowing you to set the amount of time you want to keep messages or transac tions in the database When the timeframe is met the items are moved out of the database If you need them they are available in the backup file Perform the Recycling step before any other optimization steps 1 2 3 4 Go to the Maintenance folder gt Configuration menu Select Maintenance and Performance This screen has a few sections but this topic explains the functions in the Recycling section of the screen Check the box to Allow the system to recycle the following records Recycling Allow the system bo recycle the Following records Allow the system bo extract heavyweight data such as images and attachment to an external
171. ndeonts tor Contract 3 i MY a 7 Bookings Purba Eni Emin D Harbe Elen D Contact Erployen Hoir e lihaa H71 E ures seb Farne enh PMT ate Memba THN lera Tay T Ae E auni Sy Chart of anis i There and tera ll ks To weiwd Client pese 5 i Clert Asia Ti Curier ates Retar io Amendweni ITAL r FF BY or i eee Giyas Cuskpanes Chai Dertiption Ca D raria imn E ur sskia F arm Preap F 5 erace wA Ir tia Lint Caner Eprewabda F pel Prigia Feigli Seta w Ta mh urari E orasakda F arm Proaty Faeght Garaa Ceti Ge iLi First add the contract for the client The contract for the client is added Now you can add rates for that client 84 CLIENT CONTRACTS CLIENT CONTRACTS ADD CONTRACTS AND RATES Select the amendment and click on the Add button in the Rates for Amend ment part of the Client Contracts screen A wizard opens This example shows you how to enter your own Multiple Rates Add Multiple Rates Wizard General information Enter the required information bo create the new rates Client Esmeralda Farms Effective Date Expiration Date How would you like to create rates P Enter vour own rates Copy From similar entities rates Select source entity O Copy From carrier rates Select source carrier O Copy From standard client rates 1 Enter the information in the first screen of the wizard for this client e Enter your own rates With this option you enter th
172. ndilb Commodity Type Yolme Cubic tooti Paces in USD Oescniptior Fale Armour Eritib Wl asimi Results List Right click to choose columns Total Amour USD 0 00 To query carrier rates go to the Carrier Rates folder To query selling rates go to the Client Rates folder or the Standard Rates folder The fields in the Selling Rates query dialog box are the same as in the Query Carrier Rates dialog box When the Query Rates dialog box is opened from the Actions button it can remain open while you move to other screens in your Magaya system When you close the screen the information you entered will remain available to reuse or change Add multiple types of freight service class by clicking the button with the three dots that is next to the Freight Service Class dropdown In the dialog box check the types to include in the query Origin Currency USO United States Dollar dl The date field canbe used to query future rates If you want to query other rates or charges such as documentation you can add them to the query by using the Select button for Other Charges and see all 50 QUERY RATES QUERY RATES the rates The query of other charges pulls from the information in your Accounting folder in your Magaya system Method Destination Other Charges Products and Services list Code Description EQURENTAL Equipment rental cost CUSBROACO Customs Broker Cost PALL COST Account Na
173. nistrator Divizion The contract number The date the contract will become effective 63 CARRIER CONTRACTS ADD A NEw CARRIER CONTRACT 64 4 e The date the contract will expire the default is one year from today e Select the carrier Select the contact the person who is your contact person Click on the dropdown to access the Contacts list and make your selection This field is optional o The Employee is the person who is adding the contract into the system This will be filled in by the system The Division is optional To include a copy of the contract as an Attachment here scan it and attach by clicking on the Attachments tab and clicking on the Add button Details on attaching via a scanner are explained in the Magaya Cargo System Operations Manual Add any notes as needed on the Notes tab Click OK The contract is added in the list When a new contract is added into the system the system will create a default amendment called Initial and place it in the Amendments list To view the original amendment double click on Initial in the Amendments list to open the dialog box Contract Dates From 1 17 2010 Ww To 1 3 Contracts a 2 MSF oS Amendments for Contract lt SUD Number Entity Effective Date Expiration j Number Effective Date Contra SUD11 22 SUD HA 01 26 2010 0172872011 UNITIAL 01262010 SUD11 Double click to view Rates for Amendment lt IN
174. nline Bookings screen is available in the Magaya Software Communica tions Manual Online Payments There are two ways to manage payments online via First Data or PayCargo To give your customers the option to pay you online by by e check ACH configure the online payment option for the service provider PayCargo 122 ONLINE PAYMENTS To give your customers the option of paying their invoices with a credit card configure the First Data section of the screen Configure PayCargo PayCargo is a service provider which is designed specifically for freight forwarders and others in the shipping industry Check the box on this screen to enable online payments via PayCargo and select the accounts you want used for the invoice payments deposits and fees Online Payments Q Enable Online Payments with PayCargo At this moment For USD only Cargo l w Pay C argo con Insurance Invoice payments Bank Account Bank Account af Service fees Online Bank Account Bank Account s Payments Expense ACCOUNT Payments Processing Fees ka Service Provider PayCargo LLC s When you select the bank account for the Invoice Payments then all payments received will be posted to this account The Bank Account for the Service Fees is the account that all service charges will go to The Expense Account is for the processing expenses When you create a Profit amp Loss statement the processing expenses will appear on the report un
175. ns you want the users to have access to Some functions are checked by default This sets system wide preferences to change it per customer go to the Customer list right click on their name and select Allow Tracking 3 CUSTOMER SETUP FOR LIVETRACK AND ACCOUNT NUMBERS Allow your customers to be able to update their passwords online them selves by checking the box to Allow clients to update their password for Magaya LiveTrack Account Number Options Automatically generate account numbers For new customers If you want the system to automatically generate account numbers for new customers click the Set button In this dialog box set the options for a prefix suffix and a starting number Click OK to save Go to the Customer profile to view the number Account Numbers Automatically generate missing account numbers for existing customers in background Generate new account number for customer in case of a conflict when importing customers Allow searching For clients by their account numbers Document Humber Humber Format Pretiz S utti Help Start number at Hep The created numbers have the Following format Frets Humber S uffi Do not allow duplicated numbers Note When you create a new customer in your Magaya system manually yourself an Account Number will be automatically filled in on the General tab Then you will need to Allow Tracking for that customer by right
176. nter the markup value optional and select the customer this rate applies to Click the OK button The Rate dialog box opens showing you the amount the system just calculated Verify the rate and click OK For discounts enter a minus sign and the number in the Markup Value field Create Customer Rate Freight Class Air Freight Service Markup Type f Modify Rates Use this to change rates See details in the section Modify Rates for Your Customers Query Rates Use this to perform a query on carrier rates Enter the infor mation you need for the query in the dialog box that opens See details on how to use this screen in the section Query Rates Choose Columns Rearrange add or remove columns from the list view Import or Export data in XML or CSV formats in or out of your Magaya database Use the Query Rates button to open the query screen when you need to look up rates for carriers or to query selling rates The button can be found on the 49 QUERY RATES QUERY RATES Rates dialog box for Standard Client Rates and Client Rates The query dialog box is also available from the Actions button in Quotations and in the Rates folder for Carrier Rates Standard Rates and Client Rates Query Carrier Rates ie Cusp Dabe BIBS Freight Service Class g ans hethodt Ongre Deshna Curency USD Urited States Dollar Other Charges Cargo lnfamator Pieces 1 l Containerized eighe FPou
177. ntrol and select Field Properties Click on the Data source dropdown menu to select a function you made If you have not created code yet you can create a placeholder function by clicking 208 ENTER CODE INTO MAGAYA DOCUMENT DESIGNER on the New button in the dialog box and type the name of the function Then you can fill in the details of the code later String Field Properties General beaaniak Bela pane vehicle has key Data source type JavaScript Function Data source vehicle has key GetValue wyt Hew Check Syntax To check the syntax of code click on the Script menu on the top of the Magaya Document Designer interface Select Check Syntax from the dropdown menu Magaya Document Designer z_test_shipment sdf File Edit wiew Insert Layers Emina Window Help El EH eB n Insert Initialization Function f Insert Finalization Function tr Check Syntax Function GetSecondltem i var result 7 var docElement AmIDocument documentElement Insert Initialization function Use this function to load data that will be used frequently inside the document to optimize speed Insert Finalization function Use this function to clean up any resources allo cated at Initialization while working in the document Save File gt Save and publish the document when you are done File gt Publish Document 209 THE XMLDOCUMENT OBJECT The Xm IDocument Object 210 Her
178. null var aesdata_ node cur item selectSingleNode AESData var info line GetVehicleInfoLine aesdata_node result info line return result Explanation of the above code First note that we have more than one function As in the rest of the cases Magaya Explorer will call only one of them the VehicleList GetValue function but we are going to call the other two from inside this one 215 EXAMPLES OF JAVASCRIPT FOR MAGAYA DOCUMENT DESIGNER 216 Take the document element node by means of the XmlDocument documentElement property Then we retrieve the list of all the shipment items by calling docElement selectNodes Items Item and store it on the ship items variable Once we have all the items we need to iterate through them For that purpose we make a loop for i 0 i lt ship items length i This statement will initialize the variable i in zero and will be increasing this variable at the end of each iteration by means of i while the statement i lt ship items lengthis met In other words this sentence will repeat what s inside its braces as many times as items the shipment has Now in each loop iteration we are will get a new item of the shipment by calling var cur _ item ship items item i Note that i will be changing its value from zero 0 to the number of items of the shipment minus one So we take the ith item of the shipment in each iter ation At this point we te
179. o a route that charge will appear on the House section of a shipment transaction If a shipment does not have a route selected your Magaya system will create charges will use the automatic creation of charges setting Recurrent Accounting Introduction to Recurrent Accounting In Magaya Explorer you can set up recurring accounting transactions for Invoices n Bills Checks For example you can create a recurring invoice for your regular customers such as suppliers who store goods in your warehouse The recurrent invoice charges them every month for storage A wizard walks you through the setup so you do not have to create the invoice each month or other time period you set Set Up Go to Maintenance gt Configuration gt Accounting and check the option Auto matically generate recurrent transactions Create a Recurring Invoice 14 To create a recurring invoice template in Magaya Explorer follow these steps 1 Go to the Invoice List RECURRENT ACCOUNTING CREATE A RECURRING INVOICE 2 Click the Actions button and select Recurrent Invoices O 6 z s 82 8 DB Q Back Air Ocean Ground Print Find es H aes te Dates All Cargo Reports i Quotations Num Type ales Reports HE Jobs fe Invoice Export to QuickBookst mf Bookings c3 Invoice J Export to PeachTreet H E Warehousing feos Invoice A eo od emeni Maintenance 0 Invoice 5 7 Invoice jq Print Batch Chart of Accoun
180. om Status Number Date Employee Canceled 35 09 25 2013 Administrator W Loading 34 0rd 2013 O Open 33 077 2372013 Administrator T Approved 32 Os 04 2013 Administrator Sales Orders that have already been canceled or contain items that have been canceled from a Purchase Order may not be canceled again Sales Orders that have already been invoiced or loaded onto a shipment or cargo release cannot be canceled Automate Job creation in your Magaya system for each sales order posted The system will automatically create a Job to track the progress of all trans actions related to the job such as invoices sales orders etc This will link the sales order and the items inside it to the Job Allow automatic release of the ordered commodities and define the type of release to be created automatically a Cargo Release or a shipment will be created in the system Save the shipments in a folder you specify when you select the option Create a Shipment Then click the Select button to open a list of folders so you can navigate to the folder of your choice Select the modes of transportation for the orders These modes will be visible to online users in Magaya LiveTrack ONLINE SHIPPING ORDERS Feature a Category After you create categories for inventory in the Inventory Organizer found in the Warehousing folder you can select a category here to feature it in the Online Sales Order screen in Magaya LiveTrack This will display on
181. or the field Value enter 10 c Specify the conditions such as Ocean Freight Service Cost and Vessel Containerized etc according to the GRI Complete the wizard by specifying ports reviewing the rates generated by the wizard and save the changes The discounted rate for that customer is saved When a shipment is created for this customer the system pulls the rate from this discounted rate For a PDF of this procedure see the Magaya com Training page Tech Tip for June 2012 81 AMEND RATES MOobDIFY RATES FOR YOUR CUSTOMERS Modify Rates for Your Customers To make a change to the rate you charge your customers follow these steps 1 Go to Client Rates gt click on the Actions button gt select Modify Rates A wizard opens In the first screen of the wizard do the following 1 Select the client customer that you want to change the rate for 2 Choose the type of modification a To change the expiration date or b to modify the rates If you are modifying the rates for the customer select how you to modify them what type and the value Modify Rates Wizard General information Specify the type of modification you would like to apply to the rakes p Client Atlantic Surplus ki Choose the type of modification to be applied a Expire rates on this date bi Ge Modify rates Modification Type Increase apercentage 2 Filter the rates in the next screen by service class method o
182. or when we want to know about the accounting transactions related to a given cargo operation GetAccountingTransactions type number flags GetRelatedTransactions type number flags 219 THE DATABASE OBJECT 220 The number andthe flags parameters mean just the same as they do in the methods explained above That is the GUID of the transaction and what we want to be retrieved from the transaction when we call the method Now because we don t have a method for every type of transaction but one for them all we need to specify the type of transaction we are talking about That s what we use the first parameter for Here is a list of the possible values that this parameter can take C If we want to retrieve all the accounting transactions associated with a given shipment we can do something like this var acc list GetAccountingTransactions SH shipment guid y where SH means that we are talking about a shipment and shipment guid is the shipment that we are talking about These methods return an XML document containing pairs of transaction types and GUID So in the previous example when retrieving the shipment associ ated accounting transactions if there is an invoice and or a bill associated with it the result will be something like this lt GUIDItems gt s lt GUIDItems gt s THE DATABASE OBJECT lt GUID gt 746CA237 AEFF 4a65 B0C6 B1E7D876A414 lt GUID gt lt Type gt I1V lt Type gt lt GUIDI
183. ore The Window menu has options such as the ability to switch between viewing different documents if you are working on more than one On the Layers menu are options to view the layers There are two layers the Drawing Layer and the Control Layer The Control Layer is the layer of the template you see in the Design pane that contains only the Controls and fields from the schema list or any Controls you added using the Control buttons The Drawing Layer shows the text boxes rectangles lines etc added to a template Both layers are displayed and enabled by default When you Schema SCHEMA view the Layers menu you will see a checkmark next to the layer s that are displayed E Magaya Document Designer WarehouseReceipt_truck_logo sdf File Edit View Insert PSSE Script Window Help fe a 4 v View Drawing Layer H Eag y l View Control Lawer k OD Dans w Enable Drawing Layer R ae J Lr X Line w Enable Control Layer Pere rer rere re re TENNER ONSIGNEE_ADL On the right side of the Magaya Document Designer interface is a menu with three tabs Schema XML Fields and Variables These are the elements you will use to create new fields on your custom template The schema list is specific to the type of template you are creating and it shows all the elements available for that type of transaction For example if you want to create a shipment document then the list of schema will incl
184. ot allow duplicated numbers Check this box to avoid having any documents with the same number If you do not check this box the system will ask you if you want to use the same number when you are creating this type of document You can choose Yes or No at that time Lock transaction numbers Some documents have the option to allow you to lock the transaction numbers such as Air Waybills or Bills of Lading Setting this requires admin rights This option is off by default Click the box to activate it Click the OK button to save changes and return to the screen Click the Save or Reset button in the screen 105 ACCOUNTING Accounting The choices in this configuration screen set up accounting document features such as Using consecutive numbers in accounting documents e Managing landed costs and average cost of inventory e QuickBooks exporting configuration How your system manages Credit Limits for customers e Other settings To generate charges automatically date to close accounting transaction due dates set currencies set fiscal year set up default accounts set periodic invoicing setting sales tax and set liquida tion options This option is explained in the topic Advanced Accounting Features in the Magaya Software Accounting Manual Automatic Charge Generation 106 This configuration enables your system to include charges automatically on transactions See Chapter 2 in the Magaya Software Customiz
185. ou as shown in this example Task Reminder Notification Alert Due Date 6 6 2012 12 01 54 PM Created by Administrator Subject Database Optimization Process Finished The size of the historical data in the database has been shrunken Task List Status Type Date Subject T Pending Motification Alert 06 06 2012 Database Optimization Process Finished t M gt Set In Progress Set Completed Stop Reminding Remind me again in Click the Set Completed button in the Task Reminder dialog box and close it Extract Heavyweight Data to the Blobs Folder Another way to improve performance is run a process to extract large files from your database and save them in a Blobs folder The Blobs folder contains all the attachments such as images and PDFs that are attached to Warehouse Receipts and other Magaya transactions These attachments are considered unstructured data and are saved outside the database in the Blobs folder The word Blobs refers to binary large object or basic large object The folder is 248 EXTRACT HEAVYWEIGHT DATA TO THE BLOBS FOLDER stored in the Program Files unless your system is set up differently in the Magaya Corp folder gt Data Here is an example File Edit View Favorites Tools Help pack Qj a P Search Folders Bab Address C Program Files Magaya Corp Magaya Cargo Systern Data Mame Size Type blobs File Folder Carriers File Folder Grog Fi
186. ou to set agent and sales participation system wide or per agent and per salesperson 94 SALESPERSON S COMMISSIONS AGENT PARTICIPATION Set Globally To set a percent system wide to apply to all agents 1 Go Maintenance gt Configuration gt Accounting 2 Click the button for Outgoing or Incoming for Configure liquidation options You can set the percent for each type of shipment indepen dently Configure liquidation options Qubgaing Incoming 3 Check the box for the agent shipment participation and enter the percent of Agent shipment participation 50 00 Salesman shipment participation 0 00 7 Note This is the same configuration dialog box available in the Liquida tion screen of a shipment Result The system will process the configuration automatically when a shipment is created Changes can be made per line of the shipment liqui dation screen if needed Set Per Agent Entering data in your Magaya system for agent participation is similar to setting salesperson s commissions 1 Goto Maintenance gt Forwarding Agents 2 Open the Agent s profile In the dialog box go to the Participation tab Click the Add button and select the type of participation you want Charge or Shipment Forwarding Agent Billing Address Other Addresses Participation AE Appl to Charge Type Value Invento Shipments Charge Bunker Surcharge Flat Value 10 00 No Shipment Percentage of Frofit 10 00
187. oyee and double click on their name or click on the Edit button In the dialog box click on the User tab Employee General Address Billing Address Uther Addresses User Permissions Notes 226 Disable access for this employee Password on S a E select a division Can only see transactions from this division Allow Magaya OnTheGo access Allow Magaya Network access Allow Wagaya Software API access Allow Wagaya WMS Mobile access Allow Magaya POD Mobile access Select a division for this employee To remove the division click on the red x button this will clear the dropdown field If you want to restrict this employee s access so they can only view trans actions from this division place a checkmark in the box Can only see transactions from this division This can also be changed at any time by unchecking the box Click OK when you are done to save the settings Result When the Administrator assigns an employee to a division the employee will not see the Division dropdown menu in their transaction screens The transactions that employee creates will be automatically assigned to that divi sion there is no need for them to select the division Documents created by that employee will automatically display the division name and address UsING DIVISIONS IN TRANSACTIONS Using Divisions in Transactions After divisions have been created they can be u
188. pply Also available in this Table Field Properties dialog box is the option to add a dropdown list to a form Click on the Selection Type dropdown 194 TABLES To add a table header click on the Rectangle button on the toolbar E File Edit View Insert Layers Script Window Help BEH gt n Aw VAA y k 7 OSA aal Bet amp pe 1 i T a 4 4 Draw the rectangle above the table To access the properties of the rectangle click on the Selection tool button the arrow and then click on the rectangle Next right click on the rectangle and select Properties from the pop up menu Use this menu to choose fill color and border lines Object Properties Line Fill Line Pattern Weight we Preview Color Fill Color TT v To add more columns to a table right click on an existing column to access a pop up menu of choices such as Add column to the right etc 195 ADD CUSTOM FIELDS TO A TEMPLATE To add fields to the table such as charges and the information about the charges select the schema you want in the table and drag them to the table table header and label S E Charges St Sql Charge H Custom Fields Charge Description i perdede pereki Charge Description H AmountIinCurrency a H ChargeDefinition El Curren tal Entity 2 ExchangeRate ql FreightChargelnfo E3 a HomeLurrency E IsCredit E IsPrepaid ql Liquidatedat Motes if Parent 6 Price E PriceIn
189. re they are checked both processes are recommended 7 Make sure the two checkboxes are checked Garbage Collection This process will find and clean up files that are no longer in use Shrink Database This will run a process to reduce the size of the database by reusing the space that the Garbage Collection process freed up The Shrink process also moves data objects closer together so it is easier for the system to access them similar to defragmenting a hard drive 250 SHRINK THE DATABASE 8 Type Yes in the box to proceed Shrink Database Wizard Magaya strongly recommends the Following before running this process Clean up the database transaction log Run a backup of your database Failure to comply with the above recommendations may cause irreversible data loss Find and clean all the records that are not longer in use Garbage Collector Run a process to reduce the size of the databases files Shrink Database In order to proceed with the shrink process of the database please type YES in the Field below and click on the Start button re YOU sure you want to proceed lt Back 251 MEMORY USAGE Memory Usage 252 9 Click the Start button The length of time this will take depends on the size of your database When the process is completed a dialog box tells you the size of the data base Shrink Database Wizard Activity List Activity Status W Load database index
190. reening 109 configure 110 Discount Payment Terms configure 156 Divisions 223 assign employees 226 create report 228 detailed set up steps 223 set up 150 Document numbers consecutive order 103 duplicates 105 Prefix Suffix 105 set up 103 Drop ship configuration 121 E Email set up 119 Entities load at startup 101 Events add new 152 automate creation of 101 define 152 F Fields 175 File extension bak 236 Fiscal printer 107 Fiscal printer RUC number 108 Fiscal printer tax rates 108 Fonts customize reports 274 Forms air waybill expand details 112 Bill of Lading expand details 112 Cargo manifest expand details 112 set up form filling 112 show item details 113 G General configuration options 101 General Rate Increase 73 Generate recurrent transactions 26 GRI 73 I IATA configuration 131 Incoming messages 118 Incoterms 152 Initial amendment 64 Invoice create periodic 27 Invoice create recurrent 15 Itemize charges 20 J JavaScript 207 check syntax 209 comparison operators 265 conditionals 264 Database Object 207 217 find vehicles in shipment 214 item method 211 mathematical functions 263 operators basic 262 table 213 to combine data 211 variables 261 XmlDocument Object 207 210 JavaScript add code 139 L Labels set up printer 114 Landed cost configure 106 Lists set order 101 Lock Air Waybill or Bill of Lading numbers 105 Log file 232 M Magaya Corporation contact help 6 M
191. reight Serv Electronics Tampa Lim 11 The system generates the new rates applying the 10 increase to them all for you It will split rates if you have two container sizes 20 and 40 foot in the existing rate For example if you get an increase for a 20 foot container but not for a 40 foot container the system will split the rates and show them all to you in this screen Review the information and click Next 12 The system will show you the rates that will be expired and replaced with the new ones you just added The old rate will expire right before the new one takes effect Review the date and time information and click Next AMEND RATES AMEND RATES BASED ON GRI 13 Click Save Add Multiple Rates Wizard Completing the wizard You have successfully completed this wizard Read the instructions on this screen before proceeding Please make sure that the information you have entered is correct Click on Save when you are ready For the system to commit the changes to the database Save When you click the Save button the system tells you the processing is completed If you want to add additional rates that use some information that is 79 AMEND RATES MODIFY A STANDARD RATE similar to the rates you just entered then click the Restart button Add Multiple Rates Wizard Completing the wizard You have successfully completed this wizard Read the instructions on this screen before proceeding
192. res In order to proceed with the restore process please type YES in the Field below Ore you sure you want to proceed YES Type Yes and click the Finish button If the system does not need to decompress files a message will ask if you 244 DATABASE PERFORMANCE are sure you want to restore the data from the specified file Click Yes Magaya Database Server Agent e You are about to restore the database From the specified File u It is strongly recommended that you perform a backup before doing a restore re vou sure vou want to restore the database From the specified File The database will restore and start again automatically 7 Start the Magaya Communication Server Agent by right clicking on the icon on the taskbar and selecting Start Communication Server Now you can open your Magaya Explorer Database Performance Magaya software version 8 5 and later includes features designed to help opti mize large databases These are optional processes and not required for all Magaya customers These optimizations are recommended if you have a large database with long lists of customers carriers vendors and other entities numerous transactions such as Warehouse Receipts and other operations and accounting transactions and many photographs or other attachments Improving the performance of your Magaya database is a multi step process which begins with the following options in the Configuratio
193. rrier rates in batches for many ports of origin and destination Use the Single Rate option to open the rates dialog box to enter one rate for one origin destination This is explained in the section Set Up Carrier Rates The following example explains how to enter multiple rates 66 CARRIER CONTRACTS ADD RATES TO A CARRIER CONTRACT The wizard that opens contains the following fields Add Multiple Rates Wizard General information Enter the required information to create the new rates Carrier MAERSK LINES INC Effective Date How would you like to create rates CO Enter your own rates Copy From similar entities rates Select source entity The carrier name and Effective Date are filled in the first screen of the wizard based on the contract you are working on These fields are Read Only To edit them go to the Contract itself You can add an expi ration date Select how you want to create rates e Enter your own rates With this option you enter the rates and the origin and destination from the contract and the system will create the rates for you for all the origins and destinations you enter For example if a carrier sends you one rate for a 20 foot container for a group of ports use this option Copy from similar entities rates Use this option to make amend ments for example by origin and destination or by percentage This option is shown in the section Amend Rates base
194. rs Script Window Help EUW Sa P EK HAZ ARaayY ROCA SQ ORTH AE T Fu EXPORTER_NAME EXPORTER_ADR 202 Create a New Custom Template CREATE A NEW CUSTOM TEMPLATE To create a new template when you are working in the Magaya Document Designer program click on File gt New A dialog box opens New Document Document Template Purchase Sales Order Order ae Pickup Order Quotation warehouse Cargo Release Receipt 5 Bill Payment Deposit Ticket Receipt Document Mame File name Location Language Select the type of template you want to create Invoice Description Quotation Template Use this template to create documents that will be shown under the Quotations entry Enter a document name The File Name field will automatically update with the new name e Save the template in the Forms folder in the Magaya software folder Select the language A blank document opens Drag and drop the fields you want from the schema list to the Design pane 203 PUBLISH A TEMPLATE Add lines backgrounds text boxes etc by using the buttons on the toolbars are explained in the section Customize an Existing Template Publish a Template To publish a template click on File gt Publish Document in the Magaya Docu ment Designer NOTE Administrative rights are needed to publish a template Publish Document to Magaya Network Document Information
195. rs and others in the logistics industry Magaya software contains many customiza tion options operations functions trade documents and a complete accounting system that integrates the accounting and operations functions How this Manual is Organized This manual is designed to be task oriented You can skip to any topic you need and get step by step procedures for the customization options available in Magaya software You can also click on any word in the Index to go directly to that topic in the PDF This manual is organized into the following sections e Automated Accounting Customize your software to automate the creation of charges set up recurring accounting transactions for invoices bills and checks create periodic invoices set up tariffs and rates for carriers and customers Configuration Menu Use these options to set up document numbering enter custom clauses to use in shipments and other transactions set up transaction tracking define tasks and many other options Custom Fields Create your own customized fields to gather information that is specific to your business and use it in transactions documents and reports e Divisions Enter information about different divisions in your company and use that information in documents e Customize Documents Customize existing documents such as invoices and warehouse receipts or create new custom documents to display your company logo custom fields and more using the
196. sdata_node var vin aesdata_node var info line GetNodeInfo year GetNodeInfo GetNodelInfo model GetNodelInfo vin selectSingleNode VehicleData ModelYear selectSingleNode VehicleData Make selectSingleNode VehicleData Model selectSingleNode VehicleData VehicleID EEN make t 4 eG i r n return info line AJ entry point function VehicleList GetValue var result var docElement var ship items if ship_items 214 I 1 XmlDocument documentElement docElement selectNodes Items Item null amp amp ship items length gt 0 EXAMPLES OF JAVASCRIPT FOR MAGAYA DOCUMENT DESIGNER for i 0 1i lt ship items length i var cur_item ship items item 1 var 18 container cur_item selectSingleNode IsContainer if GetNodeInfo is_ container true var container items cur item selectNodes ContainedItems Item if container_items null amp amp container items length gt 0 for J 0 J lt container items length j var cur _cont_item container items item jJ var is_vehicle cur cont _item selectSingleNode AESData VehicleData if is_vehicle null var aesdata node cur cont item selectSingleNode AESData var info line GetVehicleInfoLine aesdata_node result info line else var is_vehicle cur_item selectSingleNode AESData VehicleData ve 15 vehieles t
197. section on Tariffs and Rates for details Note In addition to adding the Automatic Creation functionality to an existing Item or Service you can also add a new Item or Service and automate charges for it For example you may want to automate an Express Shipment Surcharge for high priority shipments Then each time you create a high priority ship ment the surcharge will be added Use the Add button in the Items and Services list to add a new item and automate the charge following the same steps above Any automated charges you create will be added to online shipping orders as applicable when your customers create Pickup Orders Cargo Releases or Ship ments in Magaya LiveTrack Note If you want charges to be automated in online sales orders enable the charges you want from the Items amp Service list and then activate this option in the Configuration gt Online Sales Orders gt Generate charges automatically for online sales orders Then customers will see the charges online 12 AUTOMATE CHARGES PER CUSTOMER Automate Charges per Customer You can also automate or override charges per customer on the Charges tab of the Customer profile dialog box For example you can add an income item that applies to this customer 1 2 3 4 Income for this service for this customer Customers Address Billing Address Charges Pmt Term Other SQddresses Charge Price Currency Custom Charge
198. sed in transactions such as this Cargo Release Create Cargo Release Wizard General Information Enter the general inforrmationtor this cargo release such as the Humber Date and Release To O Status wil E mpty Creation D ate 711772009 s Release Date 7 17 2009 st Time 2 51 00 PM Employee llene Taylor Division Ocean Shipments w lssued By Hw Cargo Company ww The Divisions dropdown is visible to a person who has Administrative rights in the Magaya System and who is not assigned to a division When the Adminis trator assigns an employee to a division the employee will not see the Division dropdown menu in their screen The employee will not be able to change the division The transactions that employee creates will be automatically assigned to that division there is no need for them to select the division If you are an administrator who is not assigned to a division you will see the Divisions dropdown on the General tab of transactions such as Pickup Orders and Warehouse Receipts or you will see it on the first screen of a shipment wizard Divisions can also be assigned to entities such as Customers Carriers Agents and Vendors and to warehouse zones in your Magaya system Employees in a division will only see entities or warehouse zones in their division 227 REPORTS BY DIVISION This Cargo Release document below will show the Ocean Shipments division name and address not the Iss
199. see a progress bar in the dialog box for the Magaya Database Server Magaya Database Server Agent Magaya Database Server DOC01 6110 Conmections Ti LocalUsers W Remote Users r i j By Al Connections Computer Manne Liper Minmi Instances Application Type coco metzi I Explorer Local Backup Progress Bar The incremental backup is saved in the folder with the most recent automated full backup C Program FilesiMagaya CorpiMagaya Cargo System Backup Mame Size Type Date Modified _MABK 2012 08 03 File Folder gaziz 12 00 4M _MABK 2012 08 04 File Folder a42012 12 01 4M _MABK 2012 08 05 File Folder efSl2012 12 00 AM _ 9 MABK 2012 08 06 File Folder of 6 2012 12 01 4M _MABK 2012 08 07 File Folder azpiz 12 00 4M Incremental Backups are saved inside the most recent folder The most recent automated full backup is saved in this folder 237 BACKUPS AUTOMATE DATABASE BACKUPS OVERVIEW Note A file extension bk_ means the file is compressed and bak is not compressed Remember You must also make a backup of the Blobs folder by copying it to another location This will not be done automatically as of the publication date of this documentation The Blobs folder is located in the installation folder for Magaya software Magaya Corp E Ga Magaya Cargo System Backup 9 Bin Data 2 Of Carriers 3 Ports C SED Ta Stakes Oo Forms O Labels The Blobs files are unstructured data such
200. select the Add Script Columns option from the dropdown Column Settings Status Number Date Shipper Consignee Pickup Hame Deliver Name Carrier Pieces Weight Ib Volume fe C lssued By Supplier Warehouse Provider C Volume weight lb Employee C Destination Agent F Invoice Number L Purchase Order Number ca Add Columns gt R CFID Text Date Default Text Text Field Type Text Text Text Visible Text Word Wrap Integer Width U ae Decimal Decimal Align Text Text Text Decimal Text Text Text Text USING THE SCRIPT COLUMNS FEATURE STEPS The Script Columns dialog box opens Script Columns Name Type Days On Hand Integer When you add scripts for columns to your Magaya system for this transaction such as the Warehouse Receipt list they will appear in this dialog box This shows Days On Hand as an example script Click the Add button to create a new script column In the dialog box that opens you will enter your script Script Column Display Name Days On Hand Internal Name days on hand T YBE Integer Script Cancel 1 Enter a name for the column in the Display Name field Since this is the name that all users of the system will see in the list choose a name that describes the function of the script For the example that calculates the 269 USING THE SCRIPT COLUMNS FEATURE
201. set globally here in this Configuration menu 113 LABELS Click the Save or Reset button Labels Use this option to set the printer for Magaya Explorer If you are using a Zebra Eltron printer model 2742 2842 2844 you can select the Eltron printer from this option so the labels will print faster This option also enables you to set the information you want printed on labels Warehouse item description Company information e Consignee name Labels Printer Type Windows Standard Printer O Zebra Printer Print warehouse tem description Print company information Print consignee name Options for all users Do not create tacking numbers for items with part numbers If you do not want tracking numbers created when printing labels with part numbers check the box When you select the Print Labels options from the Magaya Explorer Print button the print dialog box opens and gives you options for label sizes and quantities For more details on the print button options see Chapter 5 of the Magaya Cargo System Operations Manual Measurement Units With this option you can set the measurement units for all transactions to use the metric system or imperial units 114 TRANSACTION TRACKING Use the dropdown menus to select the measurement units and the decimal place for length area volume weight and volume weight For example Length can be set to Inches in Feet ft Millimeters mm Centimeters
202. shipment An example of a Charge is Priority Freight Service Participation Charge Priority Freight Service a TYPE Percentage of Profit ka Cex He To choose how you want to calculate the commission click the Type dropdown and choose the type of commission This example shows percentage of profit but you can also select a flat rate or set the amount to calculate by volume weight or pieces Enter the value such as 5 for five percent of the profit An example of a shipment is a percent of a type of shipment such as an ocean export Percents can be set individually per type of shipment shipment Participation Type Percentage of Profit Value 10 00 Ar Ocean Ground Import F F F Export F F Click OK in each dialog box to save When a salesperson sells freight the commission is generated in the shipment transaction in the Liquidation screen View Columns for Participation 90 SALESPERSON S COMMISSIONS FREIGHT COMMISSION Click the Actions button to see the list of columns you can add to the Liqui dation screen Select the columns for the salesman name participation and profit lipmentBe Liquidation for Shipment Shipment66 USD Af abil Humber Customer Description Lost PP Lost Col Ing PP IBUL 511 Column Settings Gross Frotit Decimal Agent Hame Text Agent Participation Text Agent Profit Decimal O You Profit ood Fee Tipe Text
203. sing folder Each ONLINE SALES ORDERS customer must have tracking enabled in their profile See the Magaya Supply Chain Solution Manual for details 1 Check the box to allow online sales orders and then choose your prefer ences Online Sales Orders Allow Online Sales Orders Allow back orders when no inventory is available Create Purchase Orders for preferred vendors automatically Allow client invoice generation automatically Allow orders to be posted in home currency only Home Currency USD Generate charges automatically For Online Sales Orders Allow clients to cancel Online Sales Orders Create a Job For each Online Sales Order automatically Allow automatic release of the ordered commodities Create a Cargo Release ground only Create a Shipment Save automatically created shipments in this Folder Pp Select the modes of transportation you wank to enable when posting Online Sales Orders Description Method Motorcycle courier Unknown L Bicycle Courier Unknown Vessel Ocean Vessel Conkainerized Ocean Categories Select the Featured category 2 Allow back orders of items This gives you the option to let your customers place orders for items that are not currently on hand in your inventory The backordered items are added to the Backordered Items List Details are in the Magaya Supply Chain Solution Operations Manual To create a Purchase Order automatically to buy the items from
204. spersons a Contacts Online Urders Emplovees j Ports Countries 2 Configuration 4 Inthe list of Customizable Elements select the element you want to customize such as Cargo Release Invoice or Warehouse Receipt Custom Fields Customizable Elements Custom Fields Hame Customized i Display Mame Imena Nams Account Nia Bil Nea Book ing Ne Cago Release Ne Calieve No Charge No Check No Clause No Commodi Classiticahons No Lontacs No Louniy No Lustomers Mo epopt Ha rizan a Employees Nia Forwarding Agents Ne rieri tem Dehriiors Ne Ireaoice Ha Jounal Erty No Pickup Under ho Quetshean Shpmert Vending This example will use the Warehouse Receipt element and create a custom field for the following question Are the keys with the vehicle Note The buttons on the right are grayed out until you select a customiz able element Then the Add button is active When you add a field it 161 STEP BY STEP PROCEDURE 162 displays in the list of Custom Fields When you click on a field the other buttons become active 5 Click the Add button to create a custom field for the question A dialog box opens Custom Fields Cushomizabbe E kere Custom Feki Diggs Hara birtar Harma Kee mn Yehia ker m verse Feki Type Text Aap len 100 BLT TG a intema Use riy POT Allow to buki reports by this Field J CI Fid is inactive L Ji ca f e The Field Type is set to
205. st Hame Identification Humber Division Magaya Network ID Freight Commission Individual sales people can have their commissions calculated in Magaya Explorer for any freight they sell Set the commission amount in their profile and the amount will be automatically added to transactions such as shipments 88 SALESPERSON S COMMISSIONS FREIGHT COMMISSION To add a freight commission participation for a salesperson open their profile in Maintenance gt Salespersons Click on the Participation tab and perform the following steps 1 Click the Add button and select Freight Participation Salespersons Contacts Participation Pmt Terms Personal Info Attachments Notes Internal Customer Inventory Quantity Florida Natural Orange Groves Heo Freight Participation Inventory Participation Note The freight and inventory options are available in the Magaya Supply Chain Solution and Magaya Commerce System 2 Inthe Participation per Customer screen select a customer to associate with the commission This means each transaction that includes this customer will generate a commission for this salesperson based on the amount set here Participation per Customer General Chane n g Value Inventory 1 Select the Customer 2 Glick Add Tea Cee 89 SALESPERSON S COMMISSIONS FREIGHT COMMISSION 3 Click the Add button Select either a charge or a
206. st if the item is a container by means of var is container cur item selectSingleNode IsContainer If that is the case we need to look inside the container to extract the vehicles from there In order to do this we call var container items cur item selectNodes ContainedItems Item This statement will extract all the sub items of the container and place them as a list in the container items variable Note that the selectNodes method is called in the context of the container itself Here we need to make another loop to get through the items inside the container and see if any of them is a vehicle We test if the item is a vehicle as follows var is_ vehicle cur cont item selectSingleNode AESData VehicleData If this node exists then we can be sure that we are dealing with a vehicle So we need to pull out its information For that purpose we have made the function function GetVehicleInfoLine aesdata_node THE DATABASE OBJECT This function receives the AESData node as a parameter extracts the required information from there puts it all together separated by tabs and returns it to the caller Once returned the line is concatenated to the previous ones and stored in the result variable The rest of the code works in a very similar way It collects the information of possible vehicles present in the shipment as loose cargo The Database Object The Database Object is a way to access the Magaya Database It
207. start to add new rates This example illustrates how to enter a 10 rate increase for a group of ports that have increased by the same amount Amendments for Contract lt SUD1122 gt wm F MY Number Effective Date Contract Employee INITIAL 01728 2010 SUD 122 Administrator SUDT1243 017 2672010 Rates for Amendment lt SUD1123 gt 7 29 WY Status amp Carer Charge Description gt Click Add From the Add button pop up menu in the Rates section select Multiple Rates In the wizard select Copy from entities rates for this carrier If you want to use another carrier select it from the dropdown Select source entity AMEND RATES AMEND RATES BASED ON GRI In the additional fields that appear enter the details of the transformed rates such as percent and value of 10 Add Multiple Rates Wizard General information Enter the required information to create the new rates Carrer SUD H4AMBURGICOLUMBUS LINE How would you like to create rates Enter your own rates Copy From similar entities rates we Modify copied rates we Modification Type Increase a percentage 75 AMEND RATES AMEND RATES BASED ON GRI 8 Click Next The Filter screen will appear Here you can specify exactly which rates you want to transform Filter the rates to find the rates that you want to apply the change to by specifying the following Add Multiple Rates Wizard Filter rates Specify what conditions m
208. stem to create the AWB numbers by starting at the number you define Enforce Air Waybill numbers to comply with IATA regulations This setting will disable a checkbox on the dialog box in the Carrier s profile gt the Airline tab which opens when you click the Add button This 133 AIR checkbox is Check digits It will be grayed out This forces compliance with IATA regulations Mew Air Waybill Numbers Generate a Range of Air W aybill Numbers Stata s R as Help Generate an amount of Air Waybill Numbers Amount of numbers to add Check digits e Air Waybill numbers assigned in sequential order When you select this configuration it will affect how AWB numbers are used when creating air shipments by forcing the system to use the next AWB number in the sequence You will not be able to select an AWB number from a list If you want to allow users to select any AWB number do not check this box Add Air Shipment Straight Wizard Export General information Enter the general information for this shipment such as the Carer and the Air Wavbill number d Outgoing W Waiting for instructions Shipment Hame Shipment 4 Camer FEDEX af Ai vel Number x Booking Number Select Air Waybill Number Executed Place Executed By Admini 12311111111 123 11111122 Canca Executed Date 8 16 2019 123 11111133 Cancel 123 11111144 i l Declared Value for Carnage 123 11111155 Selected Arw ayoill
209. t Designer application opens follow these steps e Make room for the new field in the template by clicking and dragging on an existing box so there will be a space for the new field Expand the element Custom Field by clicking on the plus sign Ol wareho E a Attrib T Custom Fields anew Field gt ERScAmencs ta BillingClient BondedEntry BondedEntryNumber tel Carrier CarrierBookingNumber Larrierlame CarrierPRONUmber Carrier TrackingNumber UseReceiptT ype Drag the sub element lt new field gt to the Design pane into the space you created on the template A dialog box opens Create Custom Field Please enter below the internal name of the custom Field you want to add to the document Cancel Internal name vehicle tithe Enter the Internal Name of the custom field The Internal Name is the name assigned by Magaya Explorer when you created the Custom Field in 197 ADD CUSTOM FIELDS TO A TEMPLATE 198 the Maintenance folder Important Use the same internal name or the Magaya system will not find the data This custom field will populate with data from Magaya Explorer You can adda caption or label to this custom field to identify it For this example the label could be Is the title with the vehicle The answer field can be a dropdown ora text field to enter Yes or No To add text to the text box click the Arrow button on the toolbar and then double click
210. t Rates based on origin destina tion mode of transport and cargo measurements If the system does not find one then 4 The system will check for a tariff in Items and Services based on cargo measurements time and value Customized Standard Origin lea ment Origin Measurements e Destination Destination Method of Method of Transport Transport Measurements Measurements Apply to a Specific Client Apply to all Clients Tariffs Introduction 30 Tariffs are prices you set for services you offer such as refrigerated storage The price depends on the measurement pieces weight and volume value of the cargo and the time it is in storage Let s see how to set up tariffs in Items and Services under the Accounting folder TARIFFS TARIFFS INTRODUCTION The Tariff button is available on each Items and Services dialog box Magaya Network Code Description Account Name Tasks APKANC FRepacking Fee Services B Quotations HAn COST Handing Cost Cost of Services Jobs HAAN Handing Fes Services A Bookings STO COST Storage Cost Cost of Seraces STO INC Storage Fee Service Ei Ware Mai WAT Exp E hec Hng ELEC E T aE SS bach ob ise count FE Denion Aomebc creation Notes Items and Services be i m pe Be Tye fir ww lan lode T Invoices E Invoice List a Falls Code STOANC E Eill List 4 Abami Genappe F Payments EF Payment List re Lnn 4
211. t as their profile is created e Screen entities contacts when editing them 110 CONFIGURE e Screen shipments before filing to AES This option tells the system to screen the entities in shipments before sending the EEI to AES You can also screen manually at any time by right clicking an entity If you want the system to display the results after screening check the box Always confirm screening results Set the Minimum Threshold Acceptance to configure how accurate the system will perform the screenings If set to Exact Match then the system will only find those entities with exact spelling match This will not find an entity spelled one way in your Magaya system but a different spelling in the government list For example if a company spells its name Cargo de Miami but you enter Cargo of Miami the system will not match this name To enable it to search for similar names and avoid missing an entity due to misspelling or spelling variation set the threshold to Fair Match This will result in a larger results list that you can check Set Days to validate since last check by selecting a number from the dropdown This is the number of days the screening will be considered good i e valid This setting depends on how often your company exports Since the screening service is charged per entity determine how often you need the screening performed If you select 30 days and you add a new entit
212. t documentElement var whr_id docElement selectSingleNode WarehouseReceliptGUID var whr_ xml Database GetWarehouseReceipt whr_ id text 0 1 whr xml null var whr doc elem whr xml documentElement var issued name whr doc elem selectSingleNode IssuedByName if issued name null result issued name text return result Explanation of the above code For this code we get the document node to start working with our item Then we extract the GUID of the warehouse receipt where the item resides by calling var whr_id docElement selectSingleNode WarehouseReceiptGUID Once we have the GUID in the whr id variable we can query the database for the full warehouse receipt transaction var whr_xml Database GetWarehouseReceipt whr_id text 0 The resulting variable will contain the XML associated to the specified ware house receipt giving us full access to all its data From here on the work is similar to what we have been doing in the other examples We take the docu ment node for this new XML var whr_doc_elem whr_xml documentElement Then we retrieve the desired data the name of the issuing entity var issued name whr doc elem selectSingleNode IssuedByName Retrieving Related Transactions The Database object offers us a couple of functions that are very useful when we need to know about the cargo operations related to a given accounting transac tion
213. tem gt lt GUIDItems gt s lt GUID gt 146CA237 AEFF 5c65 B0D6 B1E7D876A414 lt GUID gt lt Type gt BI lt Type gt lt GUIDItem gt lt GUIDItems gt Once we have that XML result we can call the functions Get Invoice and GetBill to retrieve them from the database using the retrieved GUID Database Object Example 2 This example will retrieve all the accounting transactions associated with a ship ment and put it all together in a table field function TableField GetValue var result Wy a 1 var docElement XmlDocument documentElement if docElement var ship guid docElement selectSingleNode GUID text var ship type docElement selectSingleNode Type text var xml doc Database GetAccountingTransactions ship type ship guid 0 if xml_doc var guid list xml_doc documentElement var guid nodes guid list selectNodes GUIDItem for i 0 1 lt guid nodes length i var item guid nodes item 1 Var trans Quid item selectSingleNode GUID text var trans type tem selectsinglenode Type texts var number 0 var amount 0 Lf Athans type 1Inyorca ij Evans type CreditMemo var ar_xml_ doc Database GetInvoice var inv_node trans guid 0 ar_xml doc documentElement if inv_node number inv node selectSingleNode Number text amount inv_node selectSingleNode TotalAmount text 221 THE DATABA
214. the results Add Multiple Rates Wizard Generation of rates These are the rates that were generated based on your previous input You can remove or edit any of them Generated Rates Status T Current T Current T Current T Current T Current T Current T Current T Current T Current T Current T Current T Current T Current T Current T Current e Charge Priority Freight Priority Freight Priority Freight Priority Freight Priority Freight Priority Freight Priority Freight Priority Freight Priority Freight Priority Freight Priority Freight Priority Freight Priority Freight Priority Freight Priority Freight Description Origin Miami Miami Miami Pittsburg Pittsburg Pittsburg Port Eve Port Eve Port Eve Tampa Tampa Tampa Maracaibo Maracaibo Maracaibo 15 of 15 elements If you want to make an exception for one of the ports shown select it and click Edit To exclude that port from this rate select the line and click Remove Click Next The system will show you the rates that will be expired and replaced with the new ones you just added If you do not have similar rates this screen will be blank To exclude a rate from expiring select it and click Remove Otherwise the system will expire any listed in this screen as of the day before the effective date for the new rate Click Next to go to the last screen in the wizard Here you can save and finish
215. tically included shipment Documents JS Name Filename Direction Layout Ar JavaScript Ar way Bill Ainaaybill sdf Outgoing Master es Code EB Incoterms Commodity Types T w 7 X Y y w Documents add Filter Actions 147 SHIPMENT DOCUMENTS 148 To select a document and assign it to a shipment click the Add button In the dialog box select the document and set the options Select Document Name Filename ir Wary Bll 190201 ztest Ainsavbdl sdf Air way Ball 19020 Airey ball_ S0G0 act r Wary Bil 1 2in Farerary ball 2 scF Hr Way Bil Lan ec 3 Sireesvhdlll Pocus oF Air tary Ball Lim Laser Airey tall 2 Laser se r Wey Gl Laser res Lasser sd Appian For Exportation 2495S sdF Arria Poking flavins Ai Furr ahatice rir aff re fdobioe Invoice Gr Sorivalibobice iwoice af ai Bil ggf Bil of Lading Biola olf Bi of Lading 19020 BilofLading _190250 sdF Bill of Lading Mukticurency BillofLacingMultiourency cof Bil of Leading With Totals Bilof Lacing Totals sdf Bil wth Taxes mag bil with taxes sof Cargo Mariast CangoMani est sdf File name Document Infcernatiqn Fiter Hama Direction Layout Fehodi AF Ocean Grund Opbons Generate subomasticaly Online Tracking Excliuied by Default Each document has options that apply to it such as options for House and Master for the Bill of Lading Document Information Hame Bill of Lading F
216. ting document and modify it click on the document name in the list and click 179 How TO OPEN MAGAYA DOCUMENT DESIGNER on the Copy button If the buttons are grayed out verify your rights access to the Forms folder on your computer If you are working in the document view of a Pickup Order WR or Cargo Release click on the Actions button and click on Select Template Reports Options Help Network Send EMail To a i ete Find Filter Page gt gt Options Transaction Listing Attachments Create a Copy Pickup Orde Create Warehouse Receipt Exclude From Tracking History Houston Warehousing Co A dialog box opens with buttons for you to select the template Click New Edit or Copy The Magaya Document Designer opens If you clicked New you will see a dialog box with different types of templates you can choose from to make a new template e If you clicked Copy you will see the template of the form you selected such as a WR or Pickup Order If you selected Edit the document you selected will open ready for you to edit 180 THE MAGAYA DOCUMENT DESIGNER INTERFACE The Magaya Document Designer Interface The main screen of the Magaya Document Designer contains the Design Code pane toolbars menus and schema list Ea apaya Decumen Paripe WR Label 1 H Pi Edi View kamt Lra Script Windiey Hai DUH G P BK AAFP eA t Oc gai Get trfrnad Line i m
217. tity Invoice penodically Use default Never apply T54 Compliance This entity ig a known shipper Known shipper expiration date l f 172012 a Manage Online Payment 4ccounts Note The only items on this tab that will be discussed here are the ones related to periodic invoicing The TSA known shipper is covered in the Magaya Cargo System Operations Manual You can select how often you want to invoice by clicking the dropdown menu Invoice periodically Use default This will use the default you preset in the Maintenance gt Configuration menu that applies to all customers Never apply Use this to turn this feature off Weekly This customer will be invoiced every week All the operations charges during the week will be added to an invoice each Friday Monthly When you select this option additional fields appear so you can set up to five separate dates to generate invoices This customer will be invoiced on the dates you select When you are done click the OK button to save TARIFFS AND RATES INTRODUCTION PERIODIC BILLING FOR VENDORS Periodic Billing for Vendors The system provides the option to group all the bills generated for a vendor ina period week month To enable this option go to the Payment Terms Pmt Terms tab of the Vendor profile For example set up the monthly billing period for a vendor such as an insurance broker so that every time a new insurance certificate is created the s
218. to the previous example but with differences 1 Calculates G 3 and hold the result in to x 2 Calculates 3 x and then divides it by 4 where x is holding the value of the previous assignation 3 Returns the value held in y Useful Mathematical Functions There are some mathematical functions that can be used when programming in JavaScript to help the calculation of more difficult expressions Here are some of them Table 3 Mathematical Functions Math round x Rounds x to the immediate y G 4 m higher or the immediate Math round y return m lower integer value using the approximation rules and returns the resulting value Math floor x Returns the immediate return Math floor 4 4 lower integer value Math ceil Return the immediate return Math ceil 5 6 higher integer value 263 JAVASCRIPT BASICS CONDITIONALS Conditionals 264 Math min x y Returns the minimum value return Math min W V between x and y Math max x y Return the maximum value retrun Math max W V between x and y Math abs x Return the absolute value of return 2 Math abs W G x Remember that JavaScript is case sensitive Functions and variable names must be written exactly as they were created using the same upper case and lower case characters Your functions will not always be a trivial sequence of statements executed in the very same order Sometimes you will have to take a different path to meet the
219. ts Bs proce 3 Receive Payment Items and Services E9 Invoice C Send To Online Payment System Hf Rates E6 Invoice W Exclude from Tracking Invoices 65 Invoice ES Invoice List Ga Invoice H 4oprove Dispute Transaction Bills E3 Invoice L Void Transaction Soe Bill List pS noice x Save as Recurrent EF Payments Recurrent Invoices BO Invoice EF Payment List 59 Invoice T Open Transactions gt Deposits 58 Invoice P Deposit List Be Tince T Choose Columns Checks AB Invoice Al Import Check List 55 Invoice Al Export w Outgoing Shipments 54 Invoice B History Incoming Shipments Be Miscellaneous a lt itt IE Add Edit Delete Filter Actions 15 RECURRENT ACCOUNTING CREATE A RECURRING INVOICE When the list of recurrent invoices opens click the Add button Recurrent Invoices Type Number Appled to Date Invoice 126 Caterpillar Equipment 1271172008 Invoice 125 JB wire Co 12710 2008 nvoce Bell Helmets 12 09 2008 Invoice Shimano 1270972008 Actions A dialog box opens the Recurrent Transaction Wizard This wizard will create a template for a new recurring invoice All future invoices for this customer will be built on this Every month when the system automatically generates the next recurring invoice for the customer this template will be used The date and charge amounts will be updated each month to reflect the new charges while the oth
220. ts by this field to allow this custom field to be available in reports in Magaya software Custom Field Definition Warehouse Receipt Display Name Date and Time Vehicle Receiver Field Type Internal Mame date and_time_ vehicle receiv Date and Time Description Enter the date and time that the vehicle was received by vou checkboxes Internal Use Only Allow to build reports by this Field Field is inactive Other options are e Ifyou no longer need a field there are two options You can delete a custom field completely or you keep it in your system but make it inactive To deactivate a custom field check the box Field is Inac tive The inactive field will not appear in filters or lists unless there is data in that field from a previous transaction e Ifyou want to create a custom field for internal use only check the box Internal Use Only You can add as many custom fields as you need 167 STEP BY STEP PROCEDURE Custom fields can be edited deleted copied rearranged imported or exported from Magaya Explorer to another program by using the buttons shown Custom Fields Display Marne nternal Mame Type kep imn vehicle key in vehicle Fick List Vehicle Calor T test field Text Third Party tind party Lookup Vehicle Status vehicle status Pick List ls vehicle gas d is_vehicle_gas Yes No To move an element up or down select it and click the button you need
221. tween 1 to 20 cubic feet your shipment is 15 cubic feet the price is calculated at 10 If a shipment is 11 cubic feet the price is still 10 because it is in the range of 1 through 20 Prices in USD Min a Rate per More than Rate Add 1 00 10 00000 71 00 3 00000 Rates per range are useful for Roll On Roll Off RORO rates To set a RORO rate apply the rate by volume cubic feet and select Rate per Range and enter your numbers 45 CARRIER RATES SET UP CARRIER RATES Click the Add button to add a rate This will activate a line in the Prices table Select a container this example shows a 20 foot and a 40 foot stan dard container in the Prices table and enter the rate for each in the fields You can add as many as you need If you have a contract with a carrier click on the Contract tab General Contract Notes Effective Date 1 26 2010 Expiration D ate 1726 2011 Contract Number PE COLON1 orenen Mees e Enter the date the contract expires When the contract expires the rate will no longer be used e Enter the contract number If you want to add any notes click on the Notes tab and enter them Click the OK button when done Result The rate now displays in the Carrier Rates list and is available to use for costs in shipments 46 CARRIER RATES SET UP CARRIER RATES Note You can also set up carrier rates in the Maintenance folder by selecting the
222. ude all the elements related to shipments such as the carrier charges destination etc These elements can be dragged and dropped from this list to the Design pane Let s look at each in more detail in the following sections These are XML elements used to feed data into fields When you drag and drop one of these elements from the list to the Design pane it creates a control and a field that will fill with data The fields created can be viewed by clicking on the Fields tab on the bottom of the Schema list The schema list shows all the elements available for the type of transaction you are working on such as a Warehouse Receipt or Shipment For example if you drag the element Number from the list and drop it on the Design pane it creates a field for the shipment number When a user enters the shipment 183 FIELDS number or name in the shipment dialog box in Magaya Explorer it will appear on the form in the place you specify with Magaya Document Designer For specific information on each element in the schema hover the mouse over each element to see a pop up with details To expand one of the elements click on the plus sign This will show all the sub elements inside that element Schema al ShipmentT ype Efa Attributes H A Custom Fields Jl AirShipmentInfo tel AMSNotiFyParty1 AMSMotifyParty 1 Name AMSNotifyParky1 SC4C tal AMSNotiFyParky2 H Attachments ta BillingClient D CargoLocation sub el
223. ued By company name and address in the docu ment A amp o af i i gt Delete Find Filter Actions Options Ocean Shipments 34 hdiracle file Coral Gables FL UNITED STATES Cargo Release Release DateTime Juli 72009 02 51 PM Release By lene Taylor Reports by Division To create reports by division go to the list you need to create a report about such as the Pickup Orders List or Warehouse Receipts List Click on the Actions button and select Reports 228 REPORTS BY DIVISION In the pop up menu select By Division WE In Process T Delivered T Delivered T Delivered T In Process T In Transit T In Transit T In Transit u In Transit wi Delivered T In Process T ln Process T ln Process T ln Process Pa Add 14 13 12 11 10 uo hm to Ae OM om oO La oe ZUD HUYer 1275 2008 Art Basel Gallery 12 75 2008 Lyon Crafters By Issued By By Warehouse By Employee Reports By Destination 4gent By Invoice Number By Purchase Order Number Attachments By Driver s Mame By Driver s License Number Print Batch By Destination Port By Destination Country By Origin Port By Origin Country Choose Columns By POD Received By Import By POD Comments Export By Last Event Statistics iiil a P ef Filter Actions All the transactions for that division will appear in the report 229 REPORTS BY DIVISION 230 8 MAGAYA DATABASE ADM
224. uotation from the Query To create a Quotation from the selling rate dialog box click the Create Quota tion button When creating a Quote from the Carriers Query rate screen you can specify if you want to include the expense charge in the quote s Charges You also have the option to choose to summarize the income charges in an All in One charge This will add whatever fee you select in the dropdown Modify Rate for Quotation Customer Markup Type Markup Yale Allin Ore Price The Quotation dialog box will open with all the rate query information filled in automatically Make any changes or add information in the dialog box to create the document Email or print the document Standard Client Rates Standard Client Rates are the rates you charge all your customers Steps to Set Up Standard Client Rates To set up Standard Client Rates 1 Go to the Rates folder and click Standard Client Rates 52 STANDARD CLIENT RATES STEPS TO SET UP STANDARD CLIENT RATES 2 Click the Add button and select Single or Multiple Rates from the pop up menu File Edit Sales Operations Maintenance Shipment Magaya Network Accounting Re O z Back Gir Ocean Ground Print Page One E3 E e Network nates tO E 2 Tasks Status Charge Description l Quotations W Current Ocean Freight Service Ocean Freight e A e W Curent Air Freight Service F 2 Warehauena W Curent Air Freight Service M
225. ur company may have different divisions They can vary based on the type of shipping done perhaps you have one division of employees handling exports and one for imports Your company many have different divisions in different cities Other companies may have a division that handles all the ocean ship ments and one that handles all the air shipments In Magaya Explorer you can assign divisions according to your needs Each division can have a separate address and contact information Then these divi sions can be used in transactions such as Cargo Releases Shipments and more Step by Step Procedure Set Up Divisions Divisions can only be set up by a person with administrative rights 1 Go to the Maintenance folder in Magaya Explorer 2 Click on Configuration 223 STEP BY STEP PROCEDURE SET UP DIVISIONS 3 Select Divisions from the vertical menu you may have to scroll down Pie Cot tae Gperstier Maintenance Dhipati Heyelan epou Eeperts Option Piep O x d Black dia Conan ane b d Paap h Flee in aor il Tanke a 9 Caotations yd te dots 9 ihip Ord F rare jE Warehousing i hk Fhan Bookings Dere 8 Foma iir Apert i Bu uria Pratik Cubans Feks E Sako pron rgita I Ports Note Divisions can also be set up in the Employees subfolder by clicking on the Actions button and selecting Divisions A list opens The menu on the list has an Add button This is the sa
226. ust be met in order to process only the desired rates IF a Field is left blank it means all rates will match Statys Current Service Class Ocean Freight Service Cost Commodity Type Method Mode of Transportation Vessel Containerized Applied By Package Package Type 20 Fk Standard Container When you set these criteria the system will search in your Magaya data base for any rates that match these criteria and already exist If you leave a field blank in this screen the system will apply the transformation to the criteria in that field 76 AMEND RATES AMEND RATES BASED ON GRI 9 Make changes such as removing ports that you do not want to apply the new rate to and click the Next button Add Multiple Rates Wizard Select ports Select the origin and destination ports that will be used to Filter the desired rates Ports of Origin Ports of Destination Mame Method Mame Miami Tokyo Pittsburg Colon Port Everglades Grand Turk Tampa Ocean Air Lim Maracaibo Ocean Air Method Ocean Air Ocean Mai Ocean Air Ocean Air 77 AMEND RATES AMEND RATES BASED ON GRI 78 10 Inthe next screen Found rates the system will display the rates for the ports you selected Click the Next button Add Multiple Rates Wizard Found rates These are the rates that match the previously specified search criteria Found rates Status Charge Description Origin Destination W current Ocean F
227. ut A user enters text in an empty field that you create This option is useful when the element you need is not in the schema list or when you need the flexibility to allow users to enter information Fields can be string fields for entering text Boolean fields to create checkboxes or table fields When Magaya Explorer fills in a document it takes all the infor mation entered in the dialog boxes and prepares it in an XML format The fields each have their own x paths a unique XML path that leads to this field and no other For more see the section on the Unused fields can be deleted by right clicking on them The following diagram identifies the visible elements and the data elements and it illustrates the relationship between the controls and the fields Controls are filled by fields and fields are filled by the four data sources Visible Elements Graphic Elements Controls Text Edit Box Lines Check Box Rectangles Grid Data Elements Field Data Source XML Data from Current Transaction User Input Formula Script Variables Database Object Other Fields XML Document Object The following sections will explain how to Open the Magaya Document Designer INTRODUCTION TO THE MAGAYA DOCUMENT DESIGNER Use the Magaya Document Designer Interface Customize an Existing Template Add an Image or Logo to a Template Create a New Custom Template Publish a Te
228. vance The checkbox for On Hand cargo in the warehouse is used for fees The box is unchecked by default Checking the box activates the fields below it Use this option to calculate the fee on the invoice based on the amount of cargo on hand for the client The price will be calculated based on the tariff 19 RECURRENT ACCOUNTING CREATE A RECURRING INVOICE 20 you set up in this example it is for storage See the section on Tariffs and Rates for details If you want to give a customer some free days before charging for services such as storage to encourage quick movement of cargo add the number of days in the days field Amount of days before Other options are Generate a separate charge per line item The number of charge lines in the resulting invoice will be the same as the number of cargo lines in the related warehouse receipt This is useful to itemize oversized cargo Calculate charges based on the smallest packing unit If unchecked the price will be calculated by pallet If the cargo is repacked in pallets the price will be calculated based on the items inside the pallet You can also disable the recurring transaction by clicking in the Disable box Click the Next button The next screen gives you the option to set up automated payment of the recur rent invoice This feature uses the PaySimple service provider This service must be activated in your Maintenance gt Configuration m
229. xes by clicking on the box next to Enable Automatic creation for and a checkmark will appear in the box 1 Check Ocean House Shipment OHE under the Export Shipments list 2 Click on the Modes of Transportation button 3 s In the screen that opens uncheck the box to Apply this charge to all the modes of transportation available 1 Then uncheck the other boxes 10 AUTOMATED CREATION OF CHARGES Vessel and Barge so only the Vessel Containerized option is checked 2 Applicable Modes of Transportation a Select from the list below the modes of transportation that wou want this Click to apply all modes or Apply this charge to all the modes of transportation available Description Method Vessel Ocean J Vessel Containerized Ocean Barge Ocean or select the modes Cancel Help Click OK in the Appliable applicable Modes of Transportation dialog box to return to the Items and Services dialog box Using the Modes of Transportation button is optional but for this example we used it because we want only the Vessel Containerized mode To allow the charges to appear in the operations documentation that is viewable to customers leave the checkbox blank for Do not Show in Documents If you do not want the charges to appear in the operations documents check the box If the price for this charge depends on other charges click this checkbox For example
230. y item To set commissions per salesperson go to the Maintenance folder gt Salespersons To set a commission for one inventory item at a time go to the Warehousing folder gt Inventory Item Definitions These options are available in the Magaya Supply Chain Solution Additional configuration options related to selling items Purchasing When viewing items in sales orders select a detailed view or a summarized view The Detailed view displays more details about the items in a trans action such as a Sales Order including an image if one is saved in the Inventory Item Definition See an example in Chapter 10 Create Sales Orders in the Magaya Supply Chain Solution user manual Locations allowed for Sales Order allocation Select the locations to make available when adding items to sales orders Pricing Engine Check this to enable pricing tiers For details see the topic on Price Rules and Price Management in the Magaya Supply Chain Solution user manual Allow Drop Ship orders on outgoing shipments Check this box to allow your system to place items that are in an Ordered status into outgoing shipments Learn more about drop shipping in the topics on Sales Orders and Purchase Orders available in the Magaya Supply Chain Solution user manual Configure your system to determine when a bill can be created from a PO Purchasing Allow to create bills For purchase orders withouk commodities Allow to create bil
231. y the BLOBS Folder of your database which contains external data like attachments and log details You should manually copy this Folder as part of your backup procedures e The checkbox for enabling automatic backups is checked by default If you do not want the backup to happen automatically uncheck the box The Backup Path field shows the locations where the backup file will be saved This computer must be on to perform the backup Do not turn off this computer If you want to change the location click on the button with the three dots 239 BACKUPS AUTOMATE INCREMENTAL BACKUPS e Select the frequency of the full backup Every Day or Weekly On Sunday and set the time of day 12 00 AM is recommended Enter a number of the amount of past backups you want to save The system will keep the most recent backups and delete the oldest backup file when it reaches the number set here If you want to save a backup file for a longer period of time to keep a longer history then increase the number here or copy that file into another file location This automated process will not save all backup file indefinitely Click the OK button to save your settings The backup file is saved in a folder with the date of the backup The folder is saved in the location that is identified in the dialog box for the Magaya Database Server Any incremental backups performed after this full backup are also saved in this folder Remember
232. y to your system that entity will be screened but others will not You will only be charged for new entities during this time period 3 Select banned countries This setting varies depending on the country in which your company is based In the United States the U S Department of the Treasury s Office of Foreign Assets Control OFAC determines which countries are banned When you add countries to this setting your system scans shipments to verify if any entities are in these banned coun tries Your Magaya system will scan this list first when you tell the system to screen entities or screen a shipment It will notify you if it finds one of these countries and display that notification in a dialog box 4 Save the configuration For full details about running the screening process on shipments entities or vessels please see Chapter 16 in the Magaya Software Communications Manual FORM FILLING Form Filling The Form Filling options enable you to set how much detail you want to appear on the forms listed in this screen Form Filling Filling details Expand Air Wap Bill details Expand Bill of Lading details Expand Cargo Manitest details Show Warehouse Receipts in Cargo Manifest Fill documents using accounting into Show tems dimensions im Master Air W avbill Show items dimensions detailed Use item notes as Marks and Numbers in BL Aur W avbill Weight unit Kilograms Kg Pounds Lb Both
233. ystem adds the cost charge of the insurance to this monthly bill This guarantees that the bill created matches the monthly insurance invoice generated by the broker for the same month If this is not done you will have as many bills as insurance declarations submitted during the month to match one invoice Tariffs and Rates Introduction Introduction to Tariffs and Rates Tariffs and Rates can be set up in Magaya Explorer to calculate prices for trans actions The difference between Tariffs and Rates is e Tariffs are prices you set for services that you offer The price depends on the measurement value and storage time of the cargo e Rates are calculated based on the measurement information plus the mode of transportation and the origin and destination information for the cargo How to use Tariffs and Rates Tariffs are most often used for charges that are static such as storage insurance etc Rates are for freight charges 29 TARIFFS TARIFFS INTRODUCTION Tariffs How the system will process the tariffs and rates 1 First the system will look in the Customer profile for the rate that is based on origin destination mode of transport and cargo measurements If there isn t a customer rate then 2 The system will look for a tariff which is on the Charges tab of the Customer profile based on cargo measurements time and value If the system does not find one then 3 The system will check the Standard Clien
234. zard by selecting Client Rates under the Rates subfolder in Accounting H warehousing H 9 Maintenance ER 3 Standard Client Rates iz Client Rates S7 Carrier Rates A Client Contracts Lal Carrier Contracts Route Segments A Routes Accounting For details on using the wizard see the section Modify Rates for Your Customers The following example shows you how to customize a rate by using the Rates dialog box in the Customer s profile 1 Goto the Maintenance folder 2 Click on Customers 57 CUSTOM RATES CREATE CUSTOMIZED RATES 3 Inthe Customer profile dialog box click on the Rates tab Fie Edt Sales Operations Maintenance Shipment Magaya Network Accounting Reports Options Help Back Forvard Ar Ground Docu H P Magaya Network mi Tasks H Quotations Gd Jobs Bookings Gereral Address Billing Address f E Warehousing ae 2 Customers Vendors Salespersons Contacts R Employees Ports gt Countries S Configuration H Accourting So E TS RESIS a Cutgoing Shipments H Incoming Shipments i Miscellaneous Biscayne Bike Shop Boston Scientific 905 597 4000 58 CUSTOM RATES CREATE CUSTOMIZED RATES Click on the Add button in the Rates tab A dialog box opens General Freight Service Class NPR Si elie pope s Origin Miami Destination Maracaibo we Method Vessel Ww Transit Time days Apply bY Cont

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