Configuring a reference

To configure the Reference field in iTOS, do the following:

  1. In the Module menu, click Stevedoring.
  2. In the Menu bar, click Configuration.
  3. In the Submenu, click Reference.
  4. Click .
  5. Fill in the following fields:
    Field Task
    Code Fill in a short description of the name, for example NM
    Name Fill in the description in full, for example Name
  6. Select a Type:
    • Combo box (define the properties)
    • Check box
    • Date Time
    • Date
    • Time
    • Long Description
    • Partner Lookup
    • Number
    • Text Box
    • Container IMDG Lookup
    • Container ISO Lookup
    • Location Lookup
    • Shift
  7. Toggle the Status button to (de)activate the configuration.
  8. Add rules in the Rules section:
    1. Click .
    2. Fill in the following fields:
      Field Task
      Target Select a value from the drop-down menu to determine whether the reference should be linked to an order or order item.
      Customer Select a value from the drop-down menu.
      Internal Company Select a value from the drop-down menu.
      Default Fill in a default value.
      Status

      Toggle the Status button to (de)activate the configuration.
    3. Click Save.
  9. Click Save.