Import Tracking User Definition Setup

CargoPoint System > Internet Tracking > Internet Tracking System Setup > Setting Up Import User Definition Setup

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Import User Definition Setup

Overview

Use the Import User Definition module to set up your customers or trading partners with a username and password so they can access the Import Internet Tracking System.

Page	The Import User Definition page can be accessed by clicking on User Definition link from the Import Tracking Access Configuration pages.

Procedure

To set up the User Definitions, perform the following steps.

Step	Action	Result
1	Click on the User Definition link from the Import Tracking Configuration page.	The Import User Definition page will display.
2	For a new customer, enter the customer username in the New Customer field. For an existing customer, select the username from the Username scrollbar list.	Note: The Username can be up to 32 characters.
3	Click on Define User to proceed.	The Import User Definition page will display.

Import User Definition Detail Setup:

Import Username Definition Detail Setup

Page	The detail page of User Definition can be accessed by clicking on the Define User button once you have selected the username.

Procedure

To set up the password and other information in Username Definition, perform the following steps.

Step	Action	Result
1	In the Username field, the username from the first page will display. No data entry is required.	The Username can be up to 32 characters.
2	In the Password field, enter the password for this customer.	This is the password that will be associated with the username. Note: The password can be 32 characters. No blank spaces are allowed.
3	In the Customer Name field, enter the full customer name.	This is the name that will appear in the Username list.
4	In the Account Code field, enter the Alliance customer account code.	This is the account code of the customer in the Alliance System. This is probably the most important setting as this is the link between the user profile in Internet Tracking and the customer code in Alliance/CargoPoint. Note: If you are using the Export Tracking System you can enter more than one account code in this field. This will allow the customer to view information of more than one account. However, you cannot combine account codes of consignees and importers. If you have both modules of the Tracking System (Import and Export), adding a customer in one module automatically adds it to the other module. What you need to modify for each module is the account code that the customer is related to in the Alliance System.
5	In the Account Rep E-mail field, enter the email address for this user’s account representative.	This email address will default in the Send To field when using the Email button available in the pages of the Tracking System.
6	Check the Show Invoices box if you would like the customer to have access to the billing invoice information. Leave the box blank if you would like to deny the customer access to Billing information.	You have the option of granting or denying access to Shipment Billing Invoices.
7	Check the Allow Queries definition box to allow this user the capability of changing the column headings on the query results in the Import Tracking System.	The column headings on the query results can be changed through the Definitions page. You can allow access to the Definitions page(s) by checking this box.
8	Check the Allow Flat File Format Download box to set up the user to be able to download the query data in a flat file format.	This feature lets you grant or deny the capability of downloading Internet Tracking data in a flat file format. One of two formats – HTML – is always available to the user. To make the second format – Flat File – available, check the box.
9	To set up the Allow Bill To Party access, click on the here link. When the Bill To customers for access page displays, select the Bill To customer code(s) that this customer account has access to. Click on the Save button when you are done.	When you click on the here link, the Bill To customers for account page will display.
10	Check the Non-Internet Tracking User box to indicate that the user is not an internet tracking user and should not have access to the online tracking system.	This is an UCS (Unattended Customer Service) feature which allows you to set up a customer for UCS purposes, but that will not allow them access to the Internet Tracking system.
11	Check the Event System User box to indicate that the user is an event System user.	This flag allows you to set up a customer for event purposes. If you do not run TradePoint’s event application, skip this setting. Note: To go to the setup page, click on the here link.
12	Select the form images to be viewed from the drop-down list next to View Images.	This setting applies to Imaging users. If you are not running TradePoint’s Imaging application, skip this setting.

User Definition Details Page – Internet Tracking Reports section:

Step	Action	Result
13	In the Internet Tracking Reports section, check the boxes in front of the Internet Tracking Reports to be made available to this user.	You can customize which Internet Tracking reports will be offered to each user by selecting them in the Import User Definition parameters.
14	To save the information entered on this page, click on the Save User Definition button.

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