Admin (Client Menu)
- Mai Labagnoy
Messages
Messages
Read and reply to messages that was sent against a shipment
Navigate to Admin Menu → Messages → Messages
Select received messages in the Inbox Folder
Click Reply button to respond
Click View Artifact button to see Shipment details
Chat
Send upfront messages or conversation to any user of the system
Navigate to Admin Menu → Messages → Chat
Click 'New Chat' button to create conversation.
Click “TO” field and Type/choose accounts for the conversation
Type your message in the text box
Click 'Send' button.
Approvals
Navigate to Admin Menu → Approvals → Approval Rules
This menu is only visible to users with permission.
Any changes will only take effect for new Shipments and Approval requests.
Manually Approve
This setting determines whether manual approval is required.
Require Manual Approval
Toggle “YES” to enable Manual Approval
Toggle “NO” to disable Manual Approval
Only one manual approval rule can be active for a specific client at a time.
Quantity Tolerances
This feature allows you to set specific thresholds for quantity tolerances and define approval processes to ensure standards are met.
The Approval rule for this is set for the Client per Transport Mode.
To add a new approval rule for quantity tolerances (either under or over a certain amount), you'll need to:
Select an Approval Type: Choose either "Quantity Tolerance Under" or "Quantity Tolerance Over."
Set Tolerance Values: Specify tolerance values for air, road, and sea shipments. At least one value must be greater than zero.
Meet Validation Criteria: Ensure that the selected approval type isn't already active and that tolerance values are valid (non-negative and up to two decimal places).
Click ADD button.
Managing Existing Approval Rules:
Viewing Active Rules: Quantity Tolerance grid shows all currently active approval rules.
Deleting Rules: If you have the necessary permissions, you can delete existing rules.
Updating Rules: You can modify existing rules by editing the tolerance values and saving the changes.
Quantity Tolerance Over (%) - If the line tolerance % is a positive number and is less than than the Quantity Tolerance Over Approval value set up for the relevant Client and Shipment transport mode, then this rule has passed (within tolerance).
Eg:
tolerance % =1%, Approval value = 2% passes validation
tolerance % = 6%, Approval value = 2% fails validation
Quantity Tolerance Under (%) - If the line tolerance % is a negative number and is greater than than the Quantity Tolerance Under Approval value set up for the relevant Client and Shipment transport mode, then this rule has passed (within tolerance).
Eg:
tolerance % = -1%, Approval value = -2% passes validation
tolerance % = -6%, Approval value = -2% fails validation
Unbooked PO Lines
This setting controls whether unbooked purchase order lines require approval.
Validate Unbooked PO Lines:
Toggle “YES” to enable unbooked PO lines to be approved before proceeding.
Toggle “NO” if unbooked PO lines can be processed without approval.
Only one validation rule can be active for a specific client at a time.
When enabled, this rule requires that whenever one line is assigned to a shipment for a given purchase order, then ALL lines from that purchase order must also be assigned
If one or more lines remain unassigned then this rule has failed
Unmatched PO Lines DC/Consignee Country
This setting controls whether unmatched PO Lines of DC and Consignee Country requires approval.
Validate Unmatched DC and Consignee Country:
Toggle “YES” to enable unmatched Country of the DC and Consignee to be approved before proceeding.
Toggle “NO” if unmatched PO lines country can be processed without approval.
IF ENABLED:
For Shipments - this rule requires that the DC country of all PO Lines on a Shipment are the same as the Consignee country
For Bookings - this rule requires that the DC country of all PO Lines on a Shipment are the same as the country of the Consignee address selected
If one or more lines do not match, then this rule has failed
Consignee Set Up
This feature allows you to set specific target dwell times for consignees and define approval processes to ensure timely deliveries.
The Approval rule for this is set for the Client per Consignee per Transport Mode per Container Mode.
Adding a New Required-by-Date Met Approval Rule:
To add a new approval rule for consignees based on their required-by dates, you'll need to:
Select a Consignee: Choose a consignee from the list.
Set Target Dwell Times: Specify target dwell times for air, road, and sea shipments. At least one value must be greater than zero for an enabled transport mode.
Meet Validation Criteria: Ensure that the selected consignee doesn't have an active required-by-date rule and that the target dwell times are valid (positive integer values).
Managing Existing Required-by-Date Met Approval Rules:
Viewing Active Rules: The Target Dwell Times grid shows all currently active required-by-date rules for consignees.
Deleting Rules: If you have the necessary permissions, you can delete existing rules.
Updating Rules: You can modify existing rules by editing the target dwell times and saving the changes.
Container Utilisation
This feature allows you to set minimum CBM requirements for specific equipment types and define approval processes to optimize container utilization.
The Approval rule for this is set for the Client per Transport Mode per Container Size.
Adding a New Container Utilization Approval Rule:
To add a new approval rule for container utilization, you'll need to:
Select an Equipment Type: Choose an equipment type (e.g., container).
Set Minimum CBM: Specify the minimum cubic meter (CBM) value.
Enable/Disable Rule: Toggle the "Allow" switch to enable or disable the rule.
Meet Validation Criteria: Ensure that the selected equipment type doesn't have an active container utilization rule and that the minimum CBM value is valid (greater than zero if the rule is enabled).
Managing Existing Container Utilization Approval Rules:
Viewing Active Rules: The Container Utilization grid shows all currently active container utilization rules (Equipment, Allow, Min CBM).
Deleting Rules: If you have the necessary permissions, you can delete existing rules.
Updating Rules: You can modify existing rules by editing the minimum CBM value and the "Allow" switch, and then saving the changes.
If no rule is in place for the equipment type then the approval rule
passesIf the Container Expected CBM < Min CBM then the approval rule
failsIf the Container Expected CBM >= Min CBM then the approval rule
passes
Departments
Departments belong to the Client and a Client User can belong to multiple Departments
Navigate to Admin Menu → Consignees → Department List
This page displays the Departments which have been created for the logged in Client user. The Department List menu item will only be accessible and editable if the user has been allocated the appropriate permissions.
Edit icon - update selected Department
Delete icon - delete selected Department
A Department can only be deleted if the Department is not being used.
Assign users - assign and remove Department user/contacts
Multiple users can be assigned to the loaded Department by using the checkboxes in the first column of the grid.
Create New button - found at the bottom left of Consignee List grid
Create New Consignee:
Click the ‘Create New’ button
Fill in Department Name and Code (Department Code must be unique to the client)
Click SAVE
Consignees
Navigate to Admin Menu → Consignees → Consignee List
This page shows active ‘Consignees’ for the Client (user) Logged in. The Consignee List menu item is only accessible and editable to users with the required permissions granted.
Edit icon - update selected Consignee data.
Delete icon - delete selected Consignee data.
A Consignee can only be deleted if it is not associated to an active Purchase Order or Booking Header.
Only allow to delete Consignee addresses if they are not used in the Vendor Booking as a Consignee address
Addresses icon - create and update address of selected Consignee
There can only be 1 ‘Default address’ (toggle Yes to set as default) per Address Type
If an address is being edited and is already in use, the Address Type (delivery or primary) cannot be changed.
Create New button - found at the bottom left of Consignee List grid
Create New Consignee:
Click the ‘Create New’ button
Fill in Consignee Name and Code (must be unique to the client) - Required
Fill in Country of Origin and External Code - optional
Click SAVE
Suppliers
Navigate to Admin Menu → Suppliers → Supplier List
This page displays the active ‘Suppliers’ associated to the logged in user. The Supplier List menu item will only be accessible and editable should the user have the required permissions.
Checkbox icon - Click a checkbox or multiple checkboxes to Select Supplier/s and Assign to a Vendor
Assign button - Select Supplier, Type to select Vendor then Click “Assign”.
Updating the Vendor of the selected Supplier(s), will also update any Bookings with the old Vendor/Supplier combination
The Suppliers checkbox is not visible if the Supplier has existing Bookings with the corresponding Shipment(s) not at a status of ‘Complete’ or ‘Cancelled’. This restricts assigning Vendors to this Supplier.
Edit icon - update selected Supplier details
Delete icon - delete selected Supplier details
A Supplier can only be deleted if the Supplier is not associated to an active Purchase Order or Booking Header.
Addresses icon - create and update address of selected Supplier
There can only be 1 ‘Default address’ (toggle Yes to set as default) per Supplier
Save button is enabled when the required fields have been entered
Create button - found at the bottom left of Consignee List grid
Create New Supplier
Click the ‘Create’ button
Fill in Supplier Name and Supplier Code (must be unique to the client) - Required
Fill in Country of Origin and Vendor - optional
Click SAVE
Country Assignment
Navigate to Admin Menu → Country Assignment → Dest Country Assignment List
This page shows active ‘Destination Country Assignment’ for the Client (user) Logged in. This List menu item is only accessible and editable to users with the required permissions granted.
Edit icon - update selected Country Assignment data.
Delete icon - delete selected Country Assignment data.
Create New button - found at the bottom left of the grid
Create New Country Assignment
Click the ‘Create New’ button
Select Destination Agent and Country
Click SAVE
Invoicing
Invoicing in DCM is accessible to Clients that subscribe to this feature
Navigate to Admin Menu → Invoicing → Invoicing Access
If “Allow Invoicing” is set to “Yes”, the client is setup to use Invoice section in the Shipment Instruction
If “Invoicing Required” is set to “Yes”, the use of invoicing becomes mandatory.
Packing
A page that allows the Client to specify whether Weight fields are required in the Vendor Booking Packing section (Vendor Load)
Navigate to Admin Menu → Packing → Mandatory Weights
Toggle to YES if Vendor is required to enter Net weight, Net Packaged weight, Gross weight
