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1. V amp R for customer Used to display and edit volume and revenue calculation for the customer The screen consists of three parts selectable volume and revenue categories hierarchy on the left tabular display in the middle and the right part containing value corrections overview and comparison with the last year data for the selected cell value in the middle tabular part Module menu contains elements for parameter selection and buttons for the actions executions Screen is generally used by loading the data and then selecting cells in the tables that appear in the middle of the screen Each cell can be selected and then the corrections and comparison data appear on the right Values in the cells are edited by double clicking them Cells in the tabular data in the middle of the screen can be in different colours where each colour marks what actions are allowed on that field Explanations are listed below White colour cell is read only Green colour cell is read only but allows corrections to be added to that cell s value Yellow colour cell is editable by double clicking it and allows corrections to be added th that cell s value 4 Any colour with red border around the cell cell has corrections applied and these corrections are visible by selecting that cell U N e V amp R for customer actions Saving changes Saving changes to V amp R data is done by clicking the Save changes button in the module menu Once clicked the confirma
2. lt button in the middle to link the service to the customer After the lt is clicked a window appears listing all the service attributes from which the appropriate attributes should be selected Note that some attributes are selected and disabled because they are required for the service and cannot be removed After the attributes were selected click the Add button to finish linking the service to the customer or click the Cancel to abort linking 5 Once all the fields were filled in documents added customers added and linked to the services the contract can be saved by clicking Save changes button or discarded by clicking the Cancel button During the creation of the contract to remove selected documents selected customers or services linked to the customer select the item you wish to remove document in the document list customer or service in the bottom left list right click on the selected item and click Remove from the contextual menu that appears Editing a contract To edit a contract click the Edit contract button in the module menu A contract data form appears already filled in with the edited contract s data While editing follow the rules described in the Creating a contract section Note that first step of contract creation selecting a contract type does not apply when editing because contract type cannot be changed with contract editing action When done to save changes click the Save changes button or the
3. EE 51 Locking a VAR MONET E 51 Kee RIESEN ER E ie ele E 52 External CUStOIMER A A ee 52 ET roae ARAS AA A 52 M d le E E 52 KR e 52 Service attribute cost eer Bilin eee ee eee eae tea ee aoa 52 Service Categor Rd md e ee 52 Introduction Thank you for choosing Cube How to use this manual This manual is to be used side by side with an open application to get the better perspective and the overview of the functionalities described in this manual Cube user interface overview Cube UI consists of the following e Header bar which contains your company logo on the left and on the right currently logged in user full name and clickable notification inbox icon e Menu bar which contains menu items where each represents a single module of the Cube system and every of those items contains clickable subitems that once clicked open module functionalities Another menu bar where opened module functionalities menu is showed Workspace where module functionalities are loaded Footer bar which contains current version of the system on the left and an icon on the right which when hovered with mouse cursor shows quick explanation of the currently opened module screen functionalities As mentioned above when module functionalites screen is opened its menu is loaded into the second menu bar as well Common user interface elements and how to use them Data grid Total 14647 S Advanced filtering Y NE M4 4 Page 1 of
4. after the usual confirmation dialog requesting you to confirm your decision Take note that since a letter has to have at least one set of revenue tiers the last set of revenue tiers can never be deleted from a letter 32 Finance module overview Finance module is used to track and analyse collection and customer debts For the detailed functionalities of this module please refer to the chapters listed below e Collection e Administration e Accounting categories 33 Collection Used to track customer debts and collection This is done by inputing data about contacts with customer and agreements about debts resolution These agreements are later validated based on the customer s payments and if not fulfilled the Cube notifies accountants field sales representatives and accounting managers about it Using this screen First load the customer whose collection data is being managed by starting to type customer s name into the autocomplete box located in the module menu Once selected note that screen is divided into four regions 1 Contact persons the list of customer s contact persons 2 Telephone calls the list of all telephone calls that have ever been made with the customer 3 Payment agreements the list of all payment agreement that have ever been made with the customer Selecting an item in that list shows the details about the payment agreement Disabled and passed agreements are painted red while the active and future agree
5. and click the Remove condition button Showing customers that satisfy the conditions To see all the customers that satisfy all the conditions currently in the conditions list click the Show customer that satisfy the conditions button located under the conditions list A new window appears listing all the customers that satisfy all the conditions Once all the conditions have been defined to define an action impact on the data use the lower part elements of the data form Select the months you wish to apply this action to and fill in the modifier values To save all the changes execute Saving changes action described above Deleting condition and action To delete condition and action right click it in the hierarchical structure on the left and select the Delete condition and action option This removes the condition and action from the list To save changes click the 29 Save changes button in the module menu Setting condition and action execution priority Actions are executed in the order they are displayed in the hierarchical structure on the left To move condition and action up or down in the list right click it and select the Move up or Move down option To save changes click the Save changes button in the module menu Previewing the action plan results To preview impact of all defined volume and revenue actions click the Preview action plan button located in the module menu When the action is executed the system n
6. comparison data in the right part of the screen Once selected to add the correction to that value click the button marked with Add correction in the top right part of the screen This adds a correction to the corrections table To edit the values double click in the Value field of the table to set the correction value or double click the Comment field to add the comment to the correction This way mulitple corrections to multiple values can be added before saving the changes All the changes are then saved by executing Saving changes action described above Deleting V amp R value corrections To delete a value correction select the cell containing value with existing corrections has red borded around it Once the cell is selected and the corrections for that value are loaded select the correction you wish to delete from the corrections list on the right and click the Delete correction button Multiple corrections can be deleted before saving the changes All the changes are then saved by executing Saving changes action described above Exporting V amp R for customer To export volume and revenue data for the customer follow the steps described in the Loading V amp R data action above Once the data is loaded click the Export button in the module menu Wait to the process to finish and when done the browser will offer you to save the exported Excel file 23 V amp R New turnover Used to display and edit volume and revenue calculati
7. conditions and options for them will appear Select a condition you would like to delete from the list and click the Delete condition button A confirmation dialog will appear clicking the OK button will delete the condition 39 Organiser module overview Module is used mainly by field sales representatives to administer their daily tasks appointments and telephone calls For the list of detailed functionalities refer to the chapters listed below e Calendar A0 Calendar Used to track daily tasks in the form of appointments for field sales representatives These tasks are linked to the sales and aftersales processes the field sales representative is engaged in The screen consists of the small calendar on the left used in navigation and an element that represents the week with listed appointments on the right Double clicking each of the listed items opens a data form with the details about that appointment Note that appointment can be an actual appointment or telephone call and the difference can be told by observing an icon on each of the listed appointments Each appointment has it s creator and it is created for someone where these two do not have to be the same e g Field sales representative John Smith can create an appointment for his colleague Jane Doe Field sales representatives can only see the appointments created by them or created for them while the Sales manager can see all of the appointments Available calendar acti
8. external customers and one Cube customer can be linked to many external customers from different external applications Cube does not perform any operations based on these external customers but uses them as a reference to external data needed for Cube to operate In Cube system customers are generally represented as an hierarchical structure with the following format e Cube customer External customer from the billing system External customer from the CRM External customer from the logistics system etc 0000 This way Cube can identify any data coming from these external applications and link it to the Cube customer Menu Phrase menu referrs to the static menu bar placed right below the header Module menu Phrase module menu referrs to the menu bar placed right below the menu bar This menu bar contains the elements buttons autocomplete boxes etc of the module item currently opened Service Service phrase mentioned throughout this manual refers to the service provided by the logistics provider to the customer Service attribute Service attribute as the name states is an attribute that describes the service and each service can have multiple service attributes You can think of service attributes as the components the service is built of and some of them represent additional services that can be sold to the customer with the service Service category Services their service attributes and service categories in the Cub
9. field value and this field value Assuming that you have already selected an external customer s field you wish to ignore press the Ignore field toggle button to perform this action Flag en external customer as synchronised This action flags an external customer as synchronised and is to be performed once the unsychronised external customer data was corrected in the application this external customer comes from This action paints the external customer in the external customer data grid green to notify users that it s data was already corrected To perform this action press the Flag as synchronised toggle button in the module menu Promote to Cube customer data This action promotes selected customer external s field value to corresponding Cube customer s field value This action is to be performed when Cube customer has incorrect data in a field and external customer has 13 correct data To perform this action select the customer external s field you wish to promote and press Real data button in the module menu Delete link Since pairing of the Cube customers and external customers is done automatically sometimes because of incosistent data between multiple systems Cube pairs a wrong external customer to Cube customer To delete this link execute this action by clicking the Delete link button in the module menu 14 Pairing Since pairing of the Cube customers and external customers is done automatically sometimes because
10. the data describing the service being sold and on the right there are two boxes the upper one lists the current sales stage and the sales stage history of the selected service and the bottom one lists all the offers being sent to the customer with the ability to show the phyisical document attached to that offer Sales process screen available actions Loading the sales processes for the customer To load all the ongoing and finished sales processes for the customer select the customer from the autocomplete box in the module menu by starting to type the customer s name Once selected click the Load button in the module menu Saving changes Saving changes is done by clicking the Save changes button in the module menu Once clicked the confirmation dialog appears where clicking the OK button saves the changes and Cancel button cancels the save action Note that multiple changes can be done to the sales process and all of these changes are saved by this action Canceling changes To cancel all the pending changes click the Cancel button in the module menu Adding a new potential To add a new potential for the customer click the New potential button located in the left part of the screen This brings a new window to the front where the name for the potential is to be given When the potential name field is filled in click the OK button to add the potential or Cancel to cancel the action Note that this does not save the changes Al
11. to one customer from the cargoNET system but a customer can have multiple rules associated with it Rules A rule consists of a customer to which it is applied to a list of conditions a billing unit value to use if the conditions are met and a billing unit value to use if the conditions are not met A list of conditions for a rule is available buy clicking on the rule in the list Creating a new rule Clicking the New rule button on the top menu brings up a window with the options for creating a new rule Once you have selected the customer and the values if the conditions are and aren t met clicking the Save changes button creates the new rule Editing a rule After selecting a rule in the list clicking on the Edit rule button brings up a window where you can change the details for the rule After clicking the Save changes button the rule will be changed Deleting a rule After selecting a rule in the list clicking on the Delete rule button a confirmation window will appear Clicking the OK button will delete the rule Please note that a rule can not be deleted if there are uncorrected shipments pending correction coming from this rule Adding a new condition After selecting a rule in the list a list of conditions and options for them will appear Click the New condition button and a new window will appear where you can enter the data for the condition Deleting a condition After selecting a rule in the list a list of
12. 1465 bl Name UPS account number cargoNET customer id SAP customer id Tax number Statistical number Le L LI I Jal ZVUK CENTAR 23004970 84270923276 1112967391219 Zvonko Spori1 23010486 92761102585 12345678 ZVONKO MADAJ EK 23008954 ZVONKO KUHARI 23008948 1502960300008 ZVONKO GRGI 23010676 ZVONIMIR VUKOVOJAC 23008225 2011970330096 ZVONIMIR PALIJAN 23008955 1311943300029 ZVONIMIR KLENOVI 23008256 2204982334006 ZVONAREK SERVIS I PRODAJA STROJEV 23003627 84683380705 2901965320509 ZVONA USLUGE D 0 0 23045436 99421577215 1018523 Data grid is used to display lists and consists of the following e Paging and filtering bar which contains from left to right o Total number of items in the data grid o Advanced filtering button that once clicked opens a window with advanced filtering elements note that this button is not present on all data grids o Filter button that once clicked filters the data in the data grid by text entered in the data grid column headers note that paging element on the right will have red background colour when any kind of filter is applied o Clear filter button that clears all filters applied to the data including advanced filters if applied o Paging element that consists of the following Go to first page button a Go to previous page button Input field with current page number this field can be used to go to specific page by entering page number and pressing Enter key on your ke
13. 3 Is active if the category is active it can be assigned to customers if not it can t The sceen contains a data grid with all the categories listed All actions are triggered with the buttons located in the module menu Available actions Creating a new category By clicking the New category button in the module menu a new window with data form appears Fill in this data form fields and click the Save changes button to save the changes or click the Cancel button to cancel the action Editing a category To edit a category select a single category in the categories data grid and click the Edit category button in the module menu Once the button is clicked a new window with the data form appears and data form fields are already filled with category data Edit the values of those fields and click the Save changes to save the changes or click the Cancel button to discard Deleting a category To delete a category select it in the data grid and click the Delete category button in the module menu A confirmation dialog appears and to confirm the deletion click the OK button to cancel click the Cancel button Note that if the category being deleted is assigned to any customer the delete action will fail and the system will inform you about the reason Shipments module overview The shipment module is used to correct errors in the cargoNET system concerning alternate billing units the module checks imported shipments through
14. Cancel button to cancel the action 17 Deleting a contract Contract is deleted by selecting a single contract from the data grid and clicking the Delete contract button Confirmation dialog appears and clicking the OK button confirms the deletion of the contract while the Cancel button cancels the action Setting contract state As mentioned above each contract has a state and this state is set either automatically by the validity period values of the contract or manually by selecting the contract in the data grid and selecting a state you wish to set to the contract from the dropdown list in the module menu Once both the contract and the state are selected confirm the action by clicking the Edit state button in the module menu 18 Sales module overview The sales module covers tasks regarding the administration of sales and aftersales process volume and revenue data manipulation for actual and planned values configuration of the volume and revenue calculations in forecasting and administration of the rebates used in daily estimates For the detailed informations about each feature read the following chapters Customer Field sales representative VER V amp R for customer V amp R New turnover Sales process Aftersales process V amp R action plan cargoNet rebates UPS authorisation letters 19 Customer Field sales representative Used to assing a field sales representative to the customer The screen contain
15. ES nadia 21 Loading MER datas Se caus wit i hen cae eee eee ely 21 Applying corrections to V amp R Value exe ee e 21 Deleting V amp R value correctionS ii daa 21 VR PO GUIS ele EE 22 VR f r c stomer actions o are EE Ee 22 Saving CANTES E 22 Loadina V R CAEN EE 22 Editing VAR Value EE 22 Editing multiple VER values at once ss 22 Applying corrections to V amp R value ss 23 Deleting V amp R value e le 23 Exporting VAR FOF CUSTOMER EN 23 V amp R NeW LUTO ia 24 VER SCREGIVACUOMS Es 24 Saving CAN GCS EE 24 Loading V amp R dat DE 24 Editing VAR E 24 Generating V amp R New turnover values 24 Sales Process eelere O 26 Sales process screen available actions ccecssessssssssesscssssesesssscseesessesssassessesssanersnees 26 Loading the sales processes for the customer 26 Saving CHANGES A ere sed ve 26 Canceling Changes E 26 Addi g a NEW potential aida 26 Ya ciel ate ig potential ist Min dr nn 26 Adding a new service to the potential un n 26 Editing ai Service meranese eet dee 26 Setting sales stages for the EE ia a eat 26 Attaching an SE 27 Aftersales DEE eebe E 28 A A A en tien 29 PV ala DIG ACOSTA A terne EO eo aE 29 Loading a V amp R action Pla lt A AAN 29 SN 29 Adding condition and action a 29 Editing Condition Wine e e EE 29 Deleting condition and action EEN 29 Setting condition and action execution priority 30 Previewing the action plan resol iii iii 30 RUANIAG an action plaisent teen na
16. Filtering the calendar by the field sales representative 41 Cr ating Ia POIS AE AA 41 Editing an AD PONE A A A ns dee eh 41 Deleting E Eet NEE 41 Reporting module EE 42 VT 43 Reporting Viewer ACHONS sii Rte nt Cha ee ee 43 Opening a rep rter treonin E O en A en te ee 43 Exporting a report E 43 System module overview is 43 Permission and Ke IEN 44 Department actions EE 44 Creating a new department bites Eeer 44 Editing ad epartMmen ccs tt desa 44 Deleting a Ed VE EE 44 USEF CUO St A A 44 Creating a MEW Usa RRA 44 Edi USC AAA AAA AA AE AAN 44 Deleting a USEF OPA ee EE 44 Settind a US r department nine ene lee eed 44 Setting USEr PERMISSIONS teuer 44 Data nee 46 AP one 6 ER 46 CUSTOMER FE DOR e eet 46 AJENO FEDORA it 46 carg NET Bi E A A A A A RA 46 Monthly actual data import ss 46 Daily turnover data import ss 46 As al 1818 AE AE 46 Monthy actual data MPO tach otis ee eels teal eg desa DEE 46 Keel tin Ee LL a A Ad 47 Attribute administrations Aes Ramet etn Abe recs iy TR ae aes aa 47 Adi Ee AAA ne eee de et dr 47 ro 165 0 Wes Agee A A ee 47 Deleting ln Ehe dee 47 Service administration NA E cts ta ett 47 Adding a ELE 47 Late 47 Deeg 47 Setting service e del 48 External Customer Eltere ere e te 49 Setting the EE lu EE 49 Setting the external customer to Ignored in turnover 49 Working day ele ge cc del de 50 Setting working days for MA Alves te ent 50 VER AG Ire Walen
17. ack aftersales activities with the customer The difference is that the sales process is based on potential customers while the aftersales process is based on existing customers For the detailed information on how to use this screen refer to the Sales process section of this document Only major difference that should be noted is that the values in the data form service editor in the sales process are absolute and in the aftersales process are relative e g In the sales process field sales representative is inputing the absolute values about the potential revenue shipments pieces or weight while in aftersales process these values indicate potential changes in percentage of the actual values 28 V amp R action plan Used in the planning and forecasting process and creation of the volume and revenue data This screen allows you to describe the expected changes in the shipments pieces revenue and weight for the sets of customers that satisfy the conditions you enter and then from all this data the final volume and revenue is formed The screen consists of two parts hierarchical structure of volume and revenue categories and actions applied to services on the left and a data form that appears once the action from the hierarchical structure on the left is selected Available actions Loading a V amp R action plan To load an action plan select the V amp R type and year in the module menu from the appropriate dropdown lists and click the Load
18. button Once clicked the hierarchical structure volume and revneue categories and actions appears on the left Saving changes Saving changes to V amp R action plan is done by clicking the Save changes button in the module menu Note that multiple changes can be done to the V amp R action plan data before saving and all of these pending changes are saved by this action Adding condition and action To add conditions and action to be executed select the volume and revenue category and right click it The contextual menu appears and selecting the New condition and action option brings a new window to the front Enter the name for your new action and click OK to add it or Cancel to cancel the action To set conditions and action parameters to this newly added action refer to the Editing conditions and action below Editing condition and action To edit conditions and action select it in the left part of the screen The data form appears allowing you to edit all the values regarding this action and corresponding conditions There are several subactions allowed while manipulating conditions data and are listed below Adding a condition To add a new condition fill in the parameters in the upper part of the data form and click the Add condition button This adds a new condition to the list of conditions Removing a condition To remove an existing condition from the list of conditions select a condition you wish to remove from the list
19. cel button cancels the save action Note that multiple changes can be done to the V amp R data before saving e g adding corrections etc and all of these changes are saved by this action Loading V amp R data To load volume and revenue data follow these steps Select V amp R type from the first dropdown list in the module menu Select the year the data is for from the second dropdown list in the module menu Select the month from the third dropdown list in the module menu Optionally select the field sales representative you wish to load new turnover for Click the Load button ASIN Once the Load button is clicked the screen fills with data To navigate through the data use the hierarchical display on the left containing volume and revneue categories hierarchy Once the volume and revenue category is selected the middle part of the screen loads tables where each table represents the data for the selected item on the left and it s parents e g if the B2B parcels is selected the tables with the data for B2B parcels National and Total appear bottom up Editing VER value As stated above volume and revenue value is editable if it is contained in a cell with yellow background To edit the value double click the cell in the table and input the desired value Multiple values can be edited before saving the changes All the changes are then saved by executing Saving changes action described above Generating V amp R New turnover value
20. contract states In Cube every business document is a contract of a sort including offers statements NDAs etc Each contract is linked to one or more customers as parties of that contract and physical document is attached and available throught Cube user interface The screen contains a regular data grid with all contracts listed By selecting one of the contracts a contract details appear showing all the customers and services that contract is about Contract administration actions Each contract has a state and this state dictates which actions can be performed on a contract Creating a new contract is always possible but editing and deleting the contract is possible only when it is in In creation state Creating a new contract New contract is created by clicking the New contract button in the module menu Once clicked the window for contract type selection appears and one of the offered contract types is to be selected and confirmed by clicking the OK button Clicking the Cancel button in this window cancels the creation of the contract After selection of the contract type and confirmation the contract form appears To correctly fill this newly appeared form do the following 1 Fill in the contract reference field and valid from and valid to fields Note that valid to field is not required since contracts do not have to have expiration dates 2 Add the physical documents to the contract by selecting the document type and pressi
21. e system are represented as the hierarchical structure These service categories are used in forecasting and estimations to group similar services and tell us the service type e g Transport service Customs brokerage service etc The following hierarchy describes how services are structured in Cube system e Top level service category e g Transport services o First subcategory e g Domestic transport Second subcategory e g Intercity transport SERVICE e g B2B packages Service attribute 1 52 m Service attribute 2 Service attribute 3 e Top level service category o First subcategory a Second subcategory 8 SERVICE m Service attribute 1 Service attribute 2 Note that every service has three levels of categories above it and a list of service attributes that describe it 53
22. ecessary 10 Add a document that has data about this letter 11 Proceed to enter the revenue tiers for this letter RO OS ON eae Nae After clicking the Save changes button the letter will be saved Editing an ups authorization letter After selecting the appropriate ups authorization letter from the list clicking the Edit letter from the top menu brings up a new window After you have made the needed changes clicking the Save changes button will save the letter Adding a new set of revenue tiers to a letter Since ups authorization letters can have multiple sets of revenue tiers this is done by clicking the Create a new set of revenue tiers on this letter button after selecting the letter from the list A new window will appear where the data from the letter can not be changed and will be grayed out and the data you need to enter is as follows Add a list of services that are on the letter Add a list of zones that the letter is for Add a document that has data about this letter Proceed to enter the revenue tiers for this letter Gu Clicking the Save changes button will add the new set of revenue tiers to the letter Deleting a set of revenue tiers from a letter After selecting the letter from which you would like to remove the set of revenue tiers from select the set of tiers you would like to delete from the list below the letter Clicking the button Delete selected set of revenue tiers will delete the set of revenue tiers
23. eld has a label in front of it and required field labels are written in bold font style e Save and Cancel buttons used to save the data or to cancel the edit Modules overview Cube consists of multiple modules where each module contains different functionalities For detailed descriptions of each module functionalities please refer to the chapters below Customer module Contract module Sales module Finance module Shipments module Organiser module Reporting module System module 10 Customer module overview The customer module covers tasks regarding the administration of the customer s data customer s contacts and managing the process of customer s data synchronisation with external applications Cube collaborates with For additional informations about the detailed functionalities of each item refer to the chapters below e Administration e Synchronisation e Pairing 11 Administration Customer administration is used for administration of customer master data including contacts Actions on this screen are taken through the module menu buttons and buttons contained in the details of the selected customer in the customer data grid When the customer is selected in the customer data grid customer details appear These details contain customer s contact persons and buttons for their manipulation and documents contracts linked to this customer Clicking on each contract in this contract list shows contract details and links to physica
24. ely for locking and volume and revenue month for editing for all users using the system The list is organized by year to be easier to use selecting a year from the list will show all the volume and revenue types available for that year and thier coresponding months Locking a V amp R month After selecting the appropriate year you must locate the type of volume and revenue and its month you would like to lock Clicking the button with the lock picture in the appropriate cell in the table brings up a confirmation window In order to complete this action you have to type in the four digit number presented to you After typing in the number and clicking the OK button the volume and revenue month will be locked Users will be unable to edit any data concerning the locked month Take caution as this action can never be reveresed through the system to unlock a month the Cube system administrators have to be contacted 51 Used phrases Phrases and explanations used in this manual Cube customer Cube customer phrase represents customer s data that all operations throughout the system use Any action through the system that needs a customer to perform uses one of these customers e g Sales process for the customer Aftersales process for the customer Volume and revenue for the customer etc External customer External customer represents customer s data from another application that Cube interfaces with Cube customers are linked to these
25. en is used for administration of two things regarding external customers Both are controled using the toggle buttons on the top of the screen Setting the external customer as B2C Selecting the external customer in the list and using the toggle button B2C customer the value whether this customer is a B2C customer is changed This value is used when importing customer turnover for monthly actual data Setting the external customer to Ignored in turnover Selecting the external customer in the list and using the toggle button Ignored in turnover this value can be changed for a customer If a customer is set as Ignored in turnover the turnover from this customer will be ignored in all data imports 49 Working day administration This screen is used for administering working days in a given year Visually all dates that are marked red are non working days and the rest are working days Setting working days for a year Selecting a year is done via two arrows on the top left part of the screen the year is shown in the gap between the arrows After making the appropriate selection you can mark all the non working days by clicking on them in the calendar below When you have entered all the non working days for the year click Save changes in the top menu to save the settings for this year 50 V amp R Administration This screen is used for admintering volume and revenue months for any volume and reveue in the system more precis
26. for this import A selection of month and year for the import is mandatory as well as a list of files to be imported via Add file button The files to be imported are the Shipping per customer 2 report from cargoNET Once you have selected the appropriate files clicking the Import button will start the actual import Daily turnover data import Clicking the cargoNET Monthy actual data import option in the list opens the options for this import A list of files should be added via the Add file button The files that should be added are the Shipping per customer 2 report from cargoNET for the current month Once you have selected the appropriate files clicking the Import button will start the actual import SPS Import Monthly actual data import Clicking the SPS Monthly actual data import option in the list opens the options for this import After selecting the month and year the import is ready to be started Clicking the Import button starts the actual import 46 Service administration The module is used for maintaining services provided by the logistics provider These are organized in a hiararchy depending on the type of service provided and their characteristics and are shown on the left side of the module Each service also has a list of attributes which can be linked to a service The list of attributes is also maintained through this module these are listed on the right side of the module Attribute administrat
27. in the module menu will have it s state pressed ON Same with the Ignore field button just on the customer external field level and same with the Flag as synchronised button if the customer was marked as synchronised before To perform any action on this screen follow these steps 1 Select an unsynchronised painted red Cube customer in the customer data grid 2 Once the selected customer details with external customers data grid appear select the external customer or one of it s fields you wish to execute an action on 3 Execute one of the action explained below 4 Save or cancel changes by clicking the appropriate Save changes or Cancel button that appears below customer external data grid Ignore an external customer This action marks an external customer as ignored which generally means that the correctness of this external customer s data is irrelevant and Cube should not notify colour red a customer in customer data grid about differences between Cube customer s and this external customer s data Assuming that you have already selected an external customer press the Ignore customer toggle button to perform this action Ignore an external customer s field This action marks an external customer s single field as ignored which generally means that the correctness of this field value is irrelevant and Cube should not notify colour red a customer in customer data grid about differences between Cube customer s corresponding
28. ion A list of company wide service attributes is administered through this module Every service has to be descibed by these attributes whether it is or isn t offered by the logistics provider Service attributes have a name description and a few some properties that describe it these are as follows Is billed is the service billed to the customer Is optional is the service optional or mandatory Is published is the service available to the public Is special is the service a special service to the logistics provider Adding a new attribute Clicking on the New attribute button brings up a new window where the data for the service attribute is entered After selecting Save changes the attribute will be placed in the list of attributes Editing an attribute Selecting an attribute on the right side of the module and then clicking the Edit attribute button brings up a new window where the data for the service attribute can be changed After selecting Save changes the changes to the attribute will take place Deleting an attribute Selecting an attribute on the right side of the module and then clicking the Delete attribute button bring up a confirmation window By choosing Cancel nothing happens by choosing Ok the service attribute will be deleted and no longer visible in the list Please take note however that a service attribute can not be deleted if there services using it Service administration A list of compan
29. l contract documents Customer actions Creating a new customer By clicking the New customer button in the module menu a data form appears After filling in the customer data fields changes are saved by clicking the Save changes button Clicking the Cancel button cancels the creation of the customer Editing a customer After selecting a customer in the customer data grid and clicking the Edit customer button in the module menu a data form appears This data form is already filled with selected customer s data When done editing changes are saved by clicking the Save changes button Clicking the Cancel button cancels the edit action Deleting a customer After selecting a customer in the customer data grid and clicking the Delete customer button in the module menu confirmation dialog appears to confirm deletion of the customer Clicking the OK button in this dialog confirms deletion of the selected customer and clicking the Cancel button cancels the action Note that it is not possible to delete a customer that has anything referenced e g If customer has contact persons linked to it it is not possible to delete this customer Usually it is only possible to delete customers that were just created Contact person actions Contact person actions are executed with buttons New contact person Edit contact person and Delete contact person located in the details part of the selected customer details appear when the cust
30. l the changes are saved by executing Saving changes action described above but the newly created potential will not be saved if you don t add any services to it right away Deleting a potential To delete a potential right click the potential in the potentials list on the right Contextual menu appears where the Delete potential option is to be clicked Note that potenatials that contain services linked to them cannot be deleted and this Delete potential option will be disabled Adding a new service to the potential To add a new service right click the potentital int the potentials list on the right Contextual menu appears where the Add service option is to be clicked This displays the data form with the data regarding this newly added service in the middle of the screen Fill in the fields on this data form and to save all the changes execute the action described in the Saving changes above Editing a service To edit a service simply select it in the potentials and services hierarchical structure on the left Editable data form appears in the middle of the screen When done changing the field values in the data form to save the changes execute Saving changes action described above To discard the changes execute Canceling changes described above Setting sales stages for the service Every service goes throught the set of stages To set the sales stage for the service right click it in the 26 potentials and services hierarchical
31. le menu To clear the previously applied filter click the Clear filter button in the module menu Indicator that the filter is applied is the same as on all data grids throughout the application the pager element above the data grid has a red background 31 Ups authorization letters The screen is used for administering the list of UPS authorization letters used by the logistics provider The list of letters can also be filtered by customer on the top of the screen selecting the customer and clicking the Fiter button filters the list according to the selected customer Clicking the Clear filter button will remove the filter by customer Creating a new ups authorization letter Two buttons start the process of creating a new letter the New letter button opens a new window where all the data has to be entered and the New as a copy of selected opens a new window with as much data as possible taken from the currently selected letter The process of entering the data for a new letter is as follows Enter the name of the letter this will be something you can refer to later on Enter the valid from date Enter the valid to date if left empty the letter will be valid forever Choose the currency for the letter Choose whether the letter is for export or import Add a list of customers that are on the letter Add a list of services that are on the letter Add a list of zones that the letter is for Add a authorization letter override if n
32. lease take note however that a user can not be deleted if he has any permissions or has used the system in any way in the past Setting a user department Right clicking an existing user in the hierarchy gives the option Set department A window will appear where you will be able to choose the department for the selected user After selecting Save changes the user will be placed in the new department Setting user permissions Right clicking an existing user in the hierarchy gives the option Set permissions A window will appear where you will be able to choose the permissions for the selected user After selecting Save changes the users 44 permissions will be changed 45 Data Import Used mainly for data import from other systems the types of data import are described in the chapters below SAP Import Customer report Clicking the SAP Customer report option in the list and then the Import button A window will appear asking you to select the file you would like to upload this should be the Customer Master Data report taken from the SAP system Ageing report Clicking the SAP Ageing report option in the list and then the Import button A window will appear asking you to select the file you would like to upload this should be the Ageing report taken from the SAP system cargoNET Import Monthly actual data import Clicking the cargoNET Monthy actual data import option in the list opens the options
33. ments have the normal background colour 4 Ageing data the list of ageing items describing customer s debts through time When the customer is loaded the actions listed below can be executed Available actions Creating a note about the telephone call To make a note about the telephone call with the customer expand the Contact persons region of the screen and select a contact person you are communicating with If the contact person is not listed a new contact person can be added by clicking the New contact person button and filling in the newly appeared data form Note that contact persons can be edited here as well by selecting the contact person in the data grid and clicking the Edit contact person button Once the contact person is selected a details appear containing input fields to enter a telephone call data telephone call description and an optional reminder If the reminder date is selected Cube will send a notification to the creator of the telephone call on the selected date e g You make a phone call but you do not accomplish the task you had in mind and have to call again tomorrow in that case you put a reminder date on tomorrow and the Cube will notify you to make the call After filling the fields to save the telephone call click the Add telephone call button Deleting a note about the telephone call To delete a previously created note about the telephone call expand the Telephone calls region of the screen and select a
34. n ann ee ER 30 CARTON WEE 31 E een A Need aE ROPER Peon te ERE rae eee E oe 31 Creating a new cargoNET PEDO as doo tati 31 Editing a cargoNET reDat a 31 D l ting a CargONET Febate nus an nt ida 31 Filtering rebates by CUSLOMER da 31 UPS AUTORIZACION TES aies d ni a ea ne a a Ae Ae oe 32 Creating a new ups authorization letter iii 32 Editing an ups authorized an 32 Adding a new set of revenue tiers to a letter 32 Deleting a set of revenue tiers from a eternidad ta 32 FINANCE modul OVERVIEW dad 33 CONE CHOW E 34 USING ENIS SOROS E 34 Available actions seeen ue eee ee a a a et 34 Creating a note about the telephone call ss 34 Deleting a note about the telephone call ci ta 34 Creating a note about the payment agreement 34 Deleting a note about the payment agreement 35 e leg Met ege EE 36 Available action EE 36 Set customer s accounting categories eege geen 36 EREECHEN A AA oct 36 Accounting categories it Aa 37 AV ila ble ACOSTA AA AA A RARA RO 37 ChEALING Fase Wi CALE GQ Oly aida ia A Rene 37 Editing EINEN nia cae uses act i en weapon meee ley 37 BS ee een 37 Daily carg NET COMmeClON aon eet 38 Checking for El Be ln 38 Correcting a EE Ee ee 38 Shipment correction TEE 39 RUES EE E EE EE E E EE 39 Creating a NEW EE 39 zaha akae EA E 39 PET le E RTE 39 Adding a new condition E 39 Deleting a COTATI ON ek ee Bee 39 Organiser module OVErVISW ci A A 40 Calendar A a a te 41 Available Calendar acosa da de e 41
35. neral idea behind this screen is to go through the list of the customers that have one or more fields unsynchronised among multiple systems correct that field s valcolue s in the external systems where data is unconsistent with data currently in Cube and in the end mark that customer as synchronised This way the customer data in every single system your company uses will have fresh and correct values Customer synchronisation actions All of the available actions on this screen are located in the module menu that is loaded when this screen is opened To execute any of these actions a customer in the customer data grid must be selected After selection of the customer in the customer data grid customer details containing another data grid with external customers linked to previously selected Cube customer appear Each external customer in this newly appeared data grid has a mark in it s first column that shows which system it came from Note that all possible actions on this screen are executed on these external customers or their fields accordingly First three buttons for the action execution are toggle buttons and are used to mark a field or an entire customer as ignored or synchronised You can think of these buttons as light switches with two states ON and OFF If the external customer the one in the data grid that appears in the details of selected Cube customer is selected that was previously marked as ignored toggle button Ignore customer
36. ng multiple V amp R values at once To edit multiple VER values click the Group value editor button located above the hierarchical volume and revenue categories structure in the left part of the screen Once clicked new window appears allowing you to select the volume and revenue category category you wish to edit and to input the values for each of the volume and revenue value types It is possible to input relative and absolute values here e Absolute values are multiplied by the count of working days in each month for the selected category 22 e g B2B parcels category is selected and for each volume and revenue value type number 100 is entered When the OK button is clicked these values are multiplied by the working day count in each month and added to the existing value for each volume and revenue value type e Relative values are applied to the existing values e g B2B parcels category is selected and for each volume and revenue value type number 5 is entered That means that all the values in the selected category will be raised by 5 once the OK button is clicked To confirm the change click the OK button or click Cancel to discard the changes Note that clicking the OK button does not save the changes All the changes are saved by executing Saving changes action described above Applying corrections to V amp R value Select the cell with the green background in the table to load the existing corrections if any and the
37. ng the Add button on the left A window appears allowing you to select documents from the file system Note that multiple documents can be added by holding the Ctrl key while selecting the documents on the file system Also this step can be repeated multiple times to add multiple documents After confirmation the documents are added to the list and can be removed by selecting the document right clicking on it and selecting Remove from the contextual menu that appears 3 Add the customers to the contract by placing the mouse cursor into the input field right below Customer selection label This input field is an autocomplete box and when you start typing it will automatically offer you potential customers that have the typed phrase in their name After selecting the customer in this autocomplete box click the button on the left to add the customer to the contract This procedure can be repeated to add multiple customers to the contract Added customers appear in the list in the bottom left corner of the form 4 Link the services to the added customers by selecting one of the added customers in the bottom left list and by selecting a single service from the service hierarchical structure in the bottom right list Note that service has world icon everything above in the hierarchy are service categories and everything below are service attributes After selecting the customer in the bottom left list and the service in the bottom right list click the
38. nt in the hierarchy gives the option Edit A new window will appear where you can change the name of the department After selecting Save changes the department will be saved Deleting a department Right clicking an existing department in the hierarchy gives the option Delete A confirmation window will appear asking you if you are sure you would like to permanently delete this department By choosing Cancel nothing happens by choosing Ok the department will be deleted and no longer visible in the list Please take note however that a department can not be deleted if there are users in that department User actions Creating a new user Right clicking an existing department in the hierarchy gives the option New user A new window will appear where you can enter the user data After selecting Save changes the new user will be available in the list listed under the department that was selected for the action Editing a user Right clicking an existing user in the hierarchy gives the option Edit A new window will appear where you can change the data for this user After selecting Save changes the user will be saved Deleting a user Right clicking an existing user in the hierarchy gives the option Delete A confirmation window will appear asking you if you are sure you would like to permanently delete this user By choosing Cancel nothing happens by choosing Ok the user will be deleted and no longer visible in the list P
39. ocated in the customer s details A window containing all the available accounting categories appears and allows you to select the accounting categories for the selected customer To save changes click the Save changes button or the Cancel button to discard changes Note that one or more categories in this available categories list might be disabled for selection These disabled categories exist but are disabled by the system administrator for assignment to the customers Set customer s accountant To set the customer s accountant select the customer in the data grid Once selected click the Set accountant button located in the customer s detaisl A window containing the dropdown list of all available accountants appear Select the accountant and click the Save changes button to set the accountant to the customer or click the Cancel button to discard the changes Note that there is a marked button in this window used to unassign an accountant After unassigning the Save button click is needed to save the changes as well 36 Accounting categories Used to administer accounting categories by creating editing and deleting them These accounting categories can later be assigned to customers Each accounting category has name description and is active field Field explanations are below 1 Name name for the category 2 Description short description for the category with explanation what does that customer category represent
40. of the incosistent data Cube cannot pair an external customer with one of the Cube customers This screen is used to manually pair Cube customers with corresponding external customers and has single customer external data grid listing all of external customers that were not paired to Cube customers Customer pairing actions Pair an external customer to Cube customer To pair an external customer to the Cube customer select a single external customer from the data grid Once customer external is selected press the Pair button in the module menu right after which a window should appear This window contains a data grid with listed Cube customers and has in it s column headers except the regular field name values of the initially selected external customer so you can compare these values with the values of the Cube customers Filter the data in the newly appeared data grid to find corresponding Cube customer for the initially selected external customer Once found select the Cube customer and press the Pair button to pair these customers or the Cancel button to cancel the action 15 Contract module overview This module covers tasks regarding the administration of the contract data For additional informations about the detailed functionalities of each item refer to the chapters below e Administration 16 Administration Used to manipulate contract data and metadata through creation editing and deleting of the contracts and setting
41. ointment 3 1h will notify 1 hour before the start time of the appointment 4 On the event day will notify at 00 00 on the date of the appointment 8 Select the contact person s the appointment is held with If the contact person the appointment is held with does not exist in the system it can be added by clicking the New contact person button placed below the contact persons list and filling in the newly appeared data form fields 9 Select one or more appointment reasons 10 Link the appointment to the sales or aftersales activity if needed Note that an appointment does not have to be linked to the sales or aftersales process After filling in the data form fields an appointment can be saved by clicking the Save changes button or discarded by clicking the Cancel button Editing an appointment To edit an appointment select it by clicking once on the appropriate tile in the calendar and then clicking the Edit appointment button in the module menu or simply double click the appointment tile To edit the appointment follow the steps described in above in the Creating an appointment section but skipping the first two steps since the customer and the field sales representative linked to the appointment cannot be changed Note that appointments cannot be edited in certain situations older than certain periods etc but when this occurs you will be notified by the system appropriately Deleting an appointment An appointment is deleted b
42. omer is selected in the customer data grid Creating a new contact person By clicking the New contact person button a data form appears After filling in the contact person data fields changes are saved by clicking the Save changes button Clicking the Cancel button cancels the creation of the contact person Editing a contact person After selecting a contact person in the contacts data grid located in the details of the selected customer and clicking the Edit contact person button a data form appears This data form is already filled with selected contact person s data When done editing changes are saved by clicking the Save changes button Clicking the Cancel button cancels the edit action Deleting a contact person After selecting a contact person in the contacts data grid located in the details of the selected customer and clicking the Delete contact person button confirmation dialog appears Clicking the OK button in this dialog confirms deletion of the selected contact person and clicking the Cancel button cancels the action 12 Synchronisation Used to administer synchronisation details of the customer data in the Cube system with the customer data from external applications Cube interfaces with Except administration this screen gives a good overview of the customer s data consistency among multiple systems by painting red each row in the data grid if customer data is different among multiple systems Ge
43. on for the new turnover The screen consists of three parts selectable volume and revneue categories hierarchy on the left tabular display in the middle and the right part containing value corrections overview and comparison with the last year data for the selected item in the middle tabular part Module menu contains elements for parameter selection and buttons for the actions executions Screen is generally used by loading the data and then selecting cells in the tables that appear in the middle of the screen Each cell can be selected and then the corrections and comparison data appear on the right Each cell can be selected and then the corrections and comparison data appear on the right Values in the cells are edited by double clicking them Cells in the tabular data in the middle of the screen can be in different colours where each colour marks what actions are allowed on that field Explanations are listed below 1 White colour cell is read only 2 Yellow colour cell is editable by double clicking it and allows corrections to be added th that cell s value Although corrections list exists on this screen it is not used because values in the volume and revenue data for new turnover are not correctable V amp R screen actions Saving changes Saving changes to V amp R data is done by clicking the Save changes button in the module menu Once clicked the confirmation dialog appears where clicking the OK button saves the changes and Can
44. on opens additional input fields to describe the recurring pattern 34 for the agreement e g The customer will pay 1000 every week on Monday beginning with 5 5 2012 There are three different reccurence types Daily Weekly and Monthly available for selection Each of these recurrence types once selected opens different input fields to describe the recurrence type For recurring agreements select the appropriate recurrence type and fill in the options you want To save the agreement click the Save changes button or Cancel button to discard the changes Deleting a note about the payment agreement To delete a note about the payment agreement select an agreement in the data grid and click the Delete agreement button Note that active and past agreements cannot be deleted and the system will inform you about it 35 Administration Used to assign accounting categories and an accountant to the customer Each customer can have multiple accounting categories and these categories are later used in reporting Also each customer can have an assigned accountant The screen contains a single data grid with customers listed Selecting a single customer in this data grid opens the details that contain informations about customer s accounting categories Available actions Set customer s accounting categories To set the customer s accounting categories select the customer in the data grid Once selected click the Set categories button l
45. ons Filtering the calendar by the field sales representative Once loaded a calendar can contain a lot of items and this can be hard to observe To filter the listed appointments by the field sales representative they are created by or created for simply select the field sales representative from the dropdown list placed in the module menu Creating an appointment To create a new appointment the New appointment is to be clicked Once clicked the data form appears and it should be filled in in the following way 1 Select the customer from the autocomplete box on the top by starting to type the customer s name 2 Select the field sales representative for whom this appointment is being created 3 Select the appointment type 4 Fill in the date field by clicking the small calendar icon and selecting the date from the calendar 5 Fill in the start and end time values for the appointment by clicking the clock icons by the fields and selecting the time value If needed after the time is selected this values can be corrected manually by clicking inside the field end entering the value 6 Write the short description of the appointment 7 Reminders field is used to notify the person the appointment is created for about the appointment Each of the available four values will notify the person accordingly 1 15 min will notify 15 minutes before the start time of the appointment 2 30 min will notify 30 minutes before the start time of the app
46. otifies you that the preview is available and you can reach it by loading a Volume and revenue action plan preview report using the Reports module of the Cube system Running an action plan Once all the volume and revenue actions have been defined to run an action plan on the volume and revenue data click the Run action plan button located in the module menu Once the exection is executed the system notifies you that the action plan has been applied to the volume and revenue data 30 cargoNET rebates Used to define rebates used in daily estimations The screen consists of a single data grid with all the rebates listed Selecting a rebate in the data grid shows the rebate details Available actions Creating a new cargoNET rebate To create a new cargoNET rebate click the New rebate button located in the module menu This brings a new window to the front containing a data form Once the data form is loaded follow the steps listed below to add a new rebate 1 Select a customer from the autocomplete box on the top and click the button to add a customer to the list This can be repeated multiple times since the single rebate can be applied to multiple customers 2 Give a name to your rebate and select values for the other fields what volume and revenue value type does the rebate depend on what volume and revenue value type the rebate applies to and in what volume and revenue category 3 Add the conditions using the elements loca
47. pre Infranet development Ltd Cube development team Version 1 0 17 10 2012 CUBE USER MANUAL Cube system end user manual Table of Contents TNC CIC a anna es 7 H w t use this TRANS no aE EaR E n 7 Cube user interface OVervieW inner 8 Common user interface elements and how to use them 8 e A E o o 8 a a 9 Modules OVER 10 Customer module OVervieW ccccccssssescsssssssessssesssasseceesssauseceesessesesaeseesesseseseesesseassanseseesseatees 11 AMIA SACO ia 12 Customer ACLIONS ia mani E 12 Creatingia NEW SIONS yo Se nn none esse 12 Selten TE 12 BE ele e a CUSTOM o 12 Contact person EE eg 12 Creating a new contact POSO E 12 Editing a Contacte perso a RA AAA 12 Deleting a contact persona den does 12 EE 13 Customer synchronisation actions iia 13 Ignore an external CUSTOM ane ri dd ii cada 13 Ignore an external customer s Tel ME 13 Flag en external customer as synchronised ivan eds iria iii 13 Promote TE un e CC E 13 A E 15 Customer pairing actos ee ntent ttnn tnt 15 Pair an external customer to Cube customer 15 Contract module overview EE 16 CAES COCO DE 17 Contract administration CUNAS ia 17 Creating I NEW CON 17 Editing Een ee GE 17 RT gie Leet A EE 18 Kg gH Reie geen 18 Sales mod le OU SUN o e A rst tl A dd 19 Customer Field sales representative 20 Av ila IG e ge 20 Assign a field sales representative to the customer 20 A teat e i R E E AR 21 VAR Screen E ee e EE 21 Saving CAM
48. s To generate values for the field sales representative select Aggregate in the month selection dropdown list in the module menu and select the field sales representative you wish to generate values for Load the V amp R data Once loaded the Values generator button appears above the hierarchical volume and revneue categories structure Clicking this button brings a new window to the front where volume and revenue category is to be 24 selected and values for volume and revenue value types are to be filled in These values are applied to each month and multiplied by the number of working days in each month Also these values are automatically added to the new turnover aggregate Once everything is filled in click the OK button to confirm or Cancel to discard the changes Note that clicking the OK button does not save the changes All the changes are saved by executing Saving changes action described above 25 Sales process Used to track sales process with the potential customers by field sales representatives This screen offers functionalities that cover the named potentials with corresponding services being sold to the customer parameters describing the potential benefits this customer will bring to the company and the stages of the services in the sales process The screen consists of three parts left is the hierarchical structure of potentials and services being sold to the customer in the middle is the data form containing all
49. s a single data grid with Cube customers listed By selecting any of these Cube customers details appear containing a data grid with listed external customers linked to that particular Cube customer Last column of both the top level data grid and the data grid in the details contains the name of the currently assigned field sales representative to the Cube customer and to the external customer if the external application that external customer belongs to tracks field sales representative assignment at all Available actions Assign a field sales representative to the customer To assign a field sales representative to the customer select a Cube customer in the data grid Once the customer is selected select the field sales representative you wish to assign from the dropdown list located in the module menu and press the Save changes button on the left to assing selected field sales representative to the selected customer 20 V amp R Used to display and edit total volume and revenue calculation The screen consists of three parts selectable volume and revenue categories hierarchy on the left tabular display in the middle and the right part containing value corrections overview and comparison with the last year data for the selected item in the middle tabular part Module menu contains elements for parameter selection and buttons for the actions executions Screen is generally used by loading the data and then selecting cells in the tables tha
50. structure and and select the option Change sales stage from the contextual menu that appears This brings a new window to the front containing several options read only field with current stage dropdown list to select the new stage date field to set the date on which the service enters the selected stage notes field to enter additional notes about the stage transition Note that in addition to previously mentioned fields this window contains a list of services as well This is used if you wish to set the same stage for multiple services and it is done by selecting the services you wish to set sales stage for Once all the fields are filled in to confirm the transition click the Save changes button to save the changes or click the Cancel button to discard them Note that this immediately saves the changes and the Save changes button in the module menu does not have to be clicked in addition Attaching an offer Offers are attached to the customer and all the existing offers for the selected customer are available in the list located in the lower right part of the screen To attach an offer click the New offer button located in the module menu New window appears containing a data form that should be filled in attached physical files for the offer selected by clicking the Add new offer file button and changes saved by clicking the Save changes button or the Cancel button to discard the changes 27 Aftersales process Used to tr
51. t appear in the middle of the screen Each cell can be selected and then the corrections and comparison data appear on the right Cells in the tabular data in the middle of the screen can be in different colours where each colour marks what actions are allowed on that field Explanations are listed below White colour cell is read only Green colour cell is read only but allows corrections to be added to that cell s value Any colour with red border around the cell cell has corrections applied and these corrections are visible by selecting that cell UNER VER screen actions Saving changes Saving changes to V amp R data is done by clicking the Save changes button in the module menu Once clicked the confirmation dialog appears where clicking the OK button saves the changes and Cancel button cancels the save action Note that multiple changes can be done to the V amp R data before saving e g adding corrections etc and all of these changes are saved by this action Loading VER data To load volume and revenue data follow these steps 1 Select V amp R type from the first dropdown list in the module menu 2 Select the year the data is for from the second dropdown list in the module menu 3 Click the Load button Once the Load button is clicked the screen fills with data To navigate through the data use the hierarchical display on the left containing volume and revenue categories hierarchy Once the volume and revneue categor
52. ted on the bottom of the window and clicking the button This can be repeated multiple times since the single rebate has multiple conditions and a different value if different condition is satisfied To remove a condition from the list right click it and select an option Remove from the contextual menu that appears To save the changes click the Save changes button or Cancel to discard Editing a cargoNET rebate To edit a rebate select it in the data grid and click the Edit rebate button in the module menu Editing a rebate is similar to creating a new one and for the detailed instructions read the Creating a new cargoNET rebate section above Deleting a cargoNET rebate To delete a rebate select it in the data grid and click the Delete rebate button in the module menu Confirmation dialog appears and to confirm the deletion click the OK button or Cancel to cancel the action Filtering rebates by customer As previously stated a single rebate can be applied to multiple customers so it can be hard to determine all the rebates applied to a single customer by looking at the rebates list To simplify this process of finding all the rebates applied to a single customer use this action To filter rebates by a single customer use the autocomplete box located in the module menu Start typing the customer s name and select the customer you wish to filter the rebates by When the customer is selected click the Filter button in the modu
53. telephone call you wish to delete Once selected click the Delete telephone call button In certain situations telephone calls cannot be deleted certain period of time passed since the note about call was created and when that occurs the system will notify you appropriately Creating a note about the payment agreement To create a note about the payment agreement expand the Payment agreements region of the screen and click the New agreement button The data form with agreement fields appears Explanation of the fields follows Name an arbitrary name of the agreement e g My agreement Description the description of the agreement e Is for entire due debt the agreement states that the customer will pay the entire due debt Selecting this option disables the Amount field below since it becomes redundant Amount the amount of money that the customer will pay Check period in days this value is used when the Cube checks if the agreement was fulfilled This value indicates the period of time in which the customer should have fulfilled the agreement e g If the check date is 5 5 2012 and this field value is 10 the Cube checks on the 5 5 2012 if the customer has paid the amount from the Amount field or an entire due debt if that option was selected in the period from 25 4 2012 to 5 5 2012 e Check date the date when the agreement is validated or for recurring agreements the date of first check e Is recurring when selected this opti
54. the list of rules defined in the module the module is administered through the following screens e Daily cargoNet correction e Shipment correction rules 37 Daily cargoNET correction This screen is used for checking errors from a cargoNET shipping per customer report as well as showing a list of shipment to be corrected in the cargoNET system Checking for errors in shipments To find errors in a particular period in time click the Load new file button A window will appear where you can add files to a list of files to be checked the files uploaded should be the shipping per customer report from the cargoNET system for the desired period you would like to check After you have added all the files to the list clicking the Save changes button will start the action of checking for errors Once the checking is complete a notification will be sent to you informing you that the shipment are ready for correction Correcting a shipment All shipments that have to be corrected are in the list with a white background color once you have corrected the shipment in the cargoNET system use the Flag as corrected button to mark the shipment as corrected The Flag ALL as corrected will mark all the shipments in the list as corrected Use this with caution as this action is not reversable 38 Shipment correction rules This screen is used for defining the checking process of alternate billing units in the cargoNET system One rule applies
55. tion dialog appears where clicking the OK button saves the changes and Cancel button cancels the save action Note that multiple changes can be done to the V amp R data before saving e g adding corrections etc and all of these changes are saved by this action Loading V amp R data To load volume and revenue data follow these steps 1 Select the customer from the autocomplete box in the module menu by starting to type customer s name Select V amp R type from the first dropdown list in the module menu Select the year the data is for from the second dropdown list in the module menu Click the Load button PAIN Once the Load button is clicked the screen fills with data To navigate through the data use the hierarchical display on the left containing volume and revneue categories hierarchy Once the volume and revneue category is selected the middle part of the screen loads tables where each table represents the data for the selected item on the left and it s parents e g if the B2B parcels is selected the tables with the data for B2B parcels National and Total appear bottom up Editing VER value As stated above volume and revenue value is editable if it is contained in a cell with yellow background To edit the value double click the cell in the table and input the desired value Multiple values can be edited before saving the changes All the changes are then saved by executing Saving changes action described above Editi
56. xcel etc Exporting a report To export a report once it s loaded press the button with marked with floppy disk icon When pressed a contextual menu appears listing all the available export formats Choose an appropriate format by clicking on it and wait until the report is exported ond offered to be saved System module overview The system module covers mainly administrative tasks and manual data import tasks For additional information about the detailed functionalities of each item refer to the chapters below Permission and audit Data import Service administration External customer administration Working day administration V amp R administration 43 Permission and audit Used for administration of users departments and user roles The screen is organized in hierarchical structure where departments are listed on top users in the departments below them and finally user roles on the bottom of the hierarchy Actions in this structure can be taken by right clicking an item you would like to edit or change The following chapters describe these actions in detail Department actions Creating a new department Right clicking the Departments node in the hierarchy gives the option to select New department A window will appear where you can choose the name of the department to be created After selecting Save changes the new department will be available in the list Editing a department Right clicking an existing departme
57. y is selected the middle part of the screen loads tables where each table represents the data for the selected item on the left and it s parents e g if the B2B parcels is selected the tables with the data for B2B parcels National and Total appear bottom up Applying corrections to V amp R value Select the cell with the green background in the table to load the existing corrections if any and the comparison data in the right part of the screen Once selected to add the correction to that value click the button marked with Add correction in the top right part of the screen This adds a correction to the corrections table To edit the values double click in the Value field of the table to set the correction value or double click the Comment field to add the comment to the correction This way mulitple corrections to multiple values can be added before saving the changes All the changes are then saved by executing Saving changes action described above Deleting V amp R value corrections To delete a value correction select the cell containing value with existing corrections has red borded around it Once the cell is selected and the corrections for that value are loaded select the correction you wish to delete from the corrections list on the right and click the Delete correction button Multiple corrections can be deleted before saving the changes All the changes are then saved by executing Saving changes action described above 21
58. y selecting it by clicking once on the appropriate tile in the calendar and then clicking the Delete appointment button Note that appointments cannot be deleted in certain situations older than certain periods etc but when this occurs you will be notified by the system appropriately 41 Reporting module overview This module is used to list open and export available reports in the Cube system For the detailed explanations on how to use the reporting module please refer to the chapters listed below e Viewer 42 Viewer Used to list and open reports Once opened reports are listed in the data grid where each of the listed reports has a name and description and a button labeled Show Note that some of these buttons might be disabled if you don t have the permissions to open that particualr report Reporting viewer actions Opening a report To open a report click the Show button in the same row containing the report you wish to open Once clicked a new window appears If the report needs user input before loading this input is done by using the user interface elements placed in the upper part of the newly appeared window If needed fill in these values from left to right and when done click the View Report button to load the report Once loaded report is shown in this window but in most cases this display is unusable because of complexity of the reports and needs to be exported to some external application e g Microsoft E
59. y wide services is administered through this module The services are placed in a hierarchy based on their type Adding a new service Right clicking the bottom most node in the service type hierarchy gives the option New service Selecting this brings up a window where the service details can be entered A name and description of the service as well as a trade direction and volume and revenue category this service is connected to After selecting Save changes the service will be placed in the hierarchy in the appropriate position Editing a service Right clicking on the service on the service hierarchy gives the option Edit This brings up a window where the service details can be changed After selecting Save changes the service changes will take place Deleting a service Right clicking on the service in the service hierarchy gives the option Delete which brings up a confirmation window By choosing Cancel nothing happens by choosing Ok the service will be deleted and no longer visible in the list Please take note however that a service can not be deleted if it is used anywhere in the 47 system Setting service attributes Right clicking on the service in the service hierarchy gives the option Set attributes This brings up a window where the list of attributes can be selected for this service After selecting Save changes the changes to the service will take place 48 External Customer Administration This scre
60. yboard Total number of pages Go to next page button Go to last page button e Data grid column headers containing label for the data the column contains as well the input field used in filtering when previously mentioned Filter button is clicked It is also possible to apply filters by entering the data into this input field and pressing Enter key on your keyboard e Data grid data represented in rows where each rows represents a single item Usually when data grid row is clicked it expands showing the details for the data loaded in that particular row and possibly some other element e g When the row is clicked in Customer Administration data grid it expands showing the list of contact persons and contracts for the selected customer as well as the buttons to add edit or delete a contact person Data grid allows common copy functionality of the single selected row To copy row data from the data grid to be pasted to some external program e g Microsoft Excel etc select the row you wish to copy and press common windows shortcut Ctrl c Data form Contact persons X Title First name Last Name Job title Telephone number Mobile number Fax E mail Address Is Active Country HRVATSKA Post Zagreb Zagreb H Save changes Cancel Data form is used to create and modify data and consists of the following e Data input fields where every fi

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