ep e3 g training
TRANSCRIPT
Eastport E3G Training
• General Business Workflow
• E3G Home Page
• E3G Design
• Create / Edit Views
• Create / Edits Report
• Chatter
Overview
General Business Workflow
Create Fixture
Post FixBilling
Request
Accounts
Brokers
Ops
AccountsGenerateInvoice
Send ApprovalTo Ops
Send ApprovalTo Brokers
E3G Design
• Nomination– Parcels
• Fixture– Fixture Parcel– Fixture Load Port– Fixture Discharge
Port– Freight Payments– Additional Charges
– Demurrage– Charter Parties– Billing Request– Billing Fixture– Invoices
• Cargo / Market Info
Create / Edit Views
• Pros– Able to update fields in multiple records– Able to create multiple personal views
• Cons– Only able to select up to 15 fields in one view– Need to select the record type when tables
has more than 1 record type
Create / Edit Reports
• Pros– No limitation on the number of fields selected– Able to export the data to excel
• Cons– Unable to update data from the report– Only able to related to 1 table
Chatter
• Facebook For Work– Able to collaborate with other users on the
fixture are doing now– Harsh Tag for searching purpose
• E.g #E3G Training
