Appt Tran Type form

Configuration Gate Gate Configurations Gate Configurations view Appt Tran Type form

The Appt Tran Type form enables you to add or edit an appointment transaction type for the selected appointment stage. Use this form to define the gate transaction types, fields available in the Operations Gate Appointments view Appointment form (on page 1) for users to create appointments, and the business tasks to validate the appointment. When a user creates an appointment, N4 uses the business tasks included for the specified gate transaction type at the Appointment stage to validate the appointment.

When you include a business task for a gate transaction type at the Appointment stage, ensure that you add associated fields to the appointment form to enable the user to enter data.

To ensure that N4 calculates the correct quotas for making appointments, include the appropriate ReadAdvised business tasks. For example, the ReadAdvisedOOG business task reads the OOG information from the booking so that N4 can calculate the OOG quota to prevent users from creating more OOG appointments than allowed.

You can add the appointment transaction types for the gate transaction types that will use appointments at the selected gate. For example, if appointments are used to process import delivery gate transaction types, then you can add an import delivery appointment transaction type.

A truck uses one appointment for only one gate transaction type, such as dropping off an export container. If a truck plans to complete more than one gate transaction type during a visit, such as dropping off an export container and picking up an empty container, then you may need to create multiple appointments, depending on the configuration. You can group multiple container appointments by associating them with a truck visit appointment. See Trk Visit form (on page 1) for information on configuring truck visit appointments.

Use form fields to acquire and save transaction data for a created appointment. If a clerk enters an existing appointment number in a gate form, the saved appointment data displays in the related gate form fields.

To add or edit appointment transaction types:

  1. From the Form drop-down list, select a gate transaction type that will use appointments.

For more information on gate transaction types, see Tran Type form (on page 1).

  1. In the Form Description field, enter a short description for the appointment form associated with the gate transaction type.

  2. Configure the form fields and business tasks for the truck visit.

For more information on configuring an appointment form, see Adding form fields (on page 1) and Adding business tasks (on page 1).

You can also add flex fields to an appointment form.

  1. Click Save.