Tran Type form

Configuration Gate Gate Configurations Gate Configurations view Tran Type form

The Tran Type form enables you to add and edit gate transaction type forms for the selected gate stage. Not all gate transaction types are processed at each gate stage. Therefore, for each gate stage, you must add a form only for the gate transaction types that you need to process at that gate stage. For example, if a Deliver Empty (DM) gate transaction is processed only at the outgate stage, you need to add the DM gate transaction type only at the outgate stage and not at any other gate stage configured for your site.

In N4, the term Deliver refers to a terminal delivery or pick-up, and the term Receive refers to a terminal receive or drop-off.

In addition, each gate stage must have a truck visit form defined. For more information, see Trk Visit form (on page 1).

In the Tran Type form, you can add the form fields for the selected gate transaction type. N4 uses the form fields defined for each gate transaction type to design the user entry form that is displayed to a user, such as a truck driver or a gate clerk, for data entry at a gate stage. For example, when processing a Receive Export (RE) gate transaction, if you want the user to enter a container number, add the Container Number field to a Receive Export (RE) gate transaction type form.

Some of the form fields are related to other form fields that you can add to a form. In some cases, when a user enters a value in one field, N4 can automatically fill in other fields displayed on the form. For example, if you include the Booking/Order (on page 1) field in a gate transaction type form, and the user enters a booking number in this field, N4 can automatically fill in details such as booking item, container operator, vessel visit, load port, associated hazards, if the information is available and if these fields are displayed in the gate transaction type form. For a list of available gate transaction type form fields, see Form Field IDs for Transaction Types (on page 1).

If you configure any flex fields in the Fields view, N4 allows you to add these flex fields to a gate transaction type form to enable a user to enter data while processing a gate stage.

Only four business tasks, CreateContainerVisit (on page 1), CreateBareChassisVisit (on page 1), ConfirmDelivery (on page 1), and ApplyFlexFieldsToUnit (on page 1), copy the data, entered in a flex field, from the gate transaction to the unit. Therefore, if you include a flex field in a gate transaction type form, you must include at least one of these business tasks for the gate transaction type.

The Tran Type form also enables you to include or exclude business tasks for the selected gate transaction type. For more information, see Business Tasks form (on page 1).

You can customize the text N4 displays for the gate transaction type in the <GateStage> Transaction Entry drop-down list for a gate clerk. For example, instead of Deliver Import you can configure N4 to display Deliver Import or Domestic. For more information, see Customize the text in the <GateStage> Transaction Entry drop-down list (on page 1) in the Navis N4 Mobile: User Guide manual.

To add or edit a gate transaction type:

  1. In the Tran Type Order field, enter a value in which the transaction types can be sorted. This is an optional field. This field is available for all the gate stages except appointment, truck visit, and preadvise.

For information on the ordering of transaction types, see Ordering of Transaction Types (on page 1).

  1. From the Form drop-down list, select one of the following gate transaction types:

To deliver domestic containers at a non-booking gate, you must include the Category form field in your gate configuration.

N4 allows you to create DM gate transactions against an EDO that is created at the Facility or Complex scope level.

To receive domestic containers at a non-booking gate, you must include the Category form field in your gate configuration.

Use this gate transaction type only if you do not want to add a container, which is only passing through the terminal and will not be processed at the terminal, to the inventory.

For example, if a truck arrives at the terminal with a 20-foot empty container to pick-up another 20-foot empty container, and then leaves with both 20-foot empty containers, use the through container transaction type to record the container the truck carried through the terminal.

For Receive Break-Bulk (RB) gate transaction type, you must include the Unit Id field in the gate form, and the CreateBreakbulkUnit (on page 1) and PlaceUnitIntoYard (on page 1) business tasks. XPS does not plan break-bulk units.

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

  2. Select the Add Allowed check box if you want the gate clerk to be able to add a new gate transaction of the selected transaction type at the gate stage at which you are configuring the transaction type form.

For example, if you want to allow a gate clerk to add a new Deliver Import (DI) gate transaction at the outgate stage even though it was not associated with the truck visit at the ingate stage when the truck visit was created, you must select this check box for the Deliver Import (DI) gate transaction type at the outgate stage.

  1. In the Next Stage Id field, enter the gate stage ID for the next gate stage for the selected gate transaction type.

This field is case sensitive and must match the Stage ID from the Gate Stage form (on page 1) exactly.

For the last gate stage for a gate transaction type, do not specify any value in the Next Stage Id field.

If the Next Stage Id field is blank, N4 assumes that the selected gate stage is the last gate stage where the selected gate transaction type is processed. For more information on setting the Next Stage ID, see the Configuring the Next Stage ID for a gate transaction (on page 1)

  1. Select the Auto Submit check box if the gate transaction type does not require further processing and can be submitted through future stages simply by clicking the Proceed to Next Stage button for the truck visit.

  2. Select the Prepopulate Inspection Info check box if you want N4 to automatically fill in the inspection data for the selected gate transaction type.

When the check box is selected for a gate stage, N4 reads the inspection record for the gate transaction and automatically fills in the data in the fields in the gate form. The user can then change these values, if required, before submitting the gate transaction at this gate stage.

Select the check box for the gate stage immediately following the gate stage where the inspection takes place. For example, if the inspection takes place at the Inspection stage and the next stage is Ingate stage, select the Prepopulate Inspection Info check box for the Ingate stage.

  1. Select the Poll Scale check box to automatically fill in the <GateStage> tab (on page 1) with information from collected from the Gate Operating System.

  2. Select the Proceed to next stage if trouble check box if the transaction should go to the next gate stage even if it is in the TROUBLE status.

  3. In the Poll Scale Interval field, enter the number of seconds after which N4 must poll for scale weights.

You must set this field according to the time taken to fetch the scale weight data after a user selects a gate transaction type.

To enable this field, select the Poll Scale check box.

If you do not enter a value in this field, N4 uses the default value of five seconds as the interval between polling for the scale weight.

N4 keeps polling at an interval specified in the Poll Scale Interval field and if the scale weight is available, it populates the scale weight and stops the polling. N4 also stops the polling if a gate clerk manually enters the scale weight.

  1. Configure the form fields and business tasks for the gate transaction type.

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

  1. Click Save.