The purpose of this page is to record freight cost and other freight details. Additionally, users can add, edit or delete information on the shipment leg(s). Insert excerpt Def - Sales Shipments Def - Sales Shipments nopanel true
Software Version: 20212020.xx.xx and newer
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Header Toolbar
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| Export Details | Opens the Export Details Record View for users to document additional shipment details related to exports, including port information and container details. | ||||||||
| Grid Layout |
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| Help |
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| Notes |
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Save Save & Close |
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Home Tab
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| Addtl. Gross Wt. | Displays the any additional Gross Weight not otherwise already included in the shipment. This is a numeric text box that is not required. It defaults as "0.00" and is always editable while the associated transaction is in a Status less than 'Approved'. Database Field: ERPx_LMLoadTransaction.AdditionalWeight | ||||||||||||||||
| Currency |
Database Field: ERPx_ARCustomer.CurrencyID | ||||||||||||||||
| Freight Terms | Identifies the freight terms assigned to the shipment. This is a single-select standard lookup that is only required if the 'Require Freight Terms' preference for the associated transaction class is set to "Yes". It defaults from the 'Freight Terms' selected on the 'Shipments' tab of the Sales Transaction Record View. This field is always editable while the associated transaction is in a Status less than 'Approved'.
This lookup contains a list of all 'Active' Freight Terms. Database Fields: ERPx_SOFreightTerms.Name, ERPx_LMLoadTransaction.SOFreightTermsEN There is a SOFreightTermsEN column in the ERPx_LMLoadHeader table. Not sure when this is ever set. Additionally, the column name suggests it is an enumeration, even though the enumeration does not exist. Affected fields: ERPx_LMLoadTransaction.SOFreightTermsEN and ERPx_LMLoadHeader.SOFreightTermsEN | ||||||||||||||||
| Order Weight UOM | Identifies the unit of measure that the weight is stored in (Lbs, Kg, Oz, Ton, etc.) for the shipment. All calculated weight fields (Product Wt., Tare Wt., Shipping Wt. and Total Wt.) in the 'Home' tab of this record view will use this unit of measure. This is a single-select standard lookup that is required. It defaults from the 'Default Shipping UOM' field on the Sales Preferences page. This field is always editable while the associated transaction is in a Status less than 'Approved'.
This lookup contains all 'Active' Weight UOMs configured on the Units of Measure Master File. Database Field: ERPx_LMLoadHeader.UOMSK | ||||||||||||||||
| Product Wt. | Displays the total ordered or allocated weight for all items on the shipment. This is a non-editable text box that is not required. It is calculated by summing the weight of all items on the shipment, where weight is ordered weight if the 'Show Weight for' field is "Ordered" and allocated weight if the 'Show Weight' for field is "Allocated". This field is never editable. This field is not stored in the database. | ||||||||||||||||
| Shipment |
Database Field: ERPx_LMLoadHeader.LoadID | ||||||||||||||||
| Shipping Wt. | Displays the shipping weight for all items on the shipment. This is a non-editable text box that is not required. It is calculated using ordered weight if the 'Show Weight for' field is "Ordered" and allocated weight if the 'Show Weight' for field is "Allocated". Additionally, this field takes into account the 'Unit Tare Weight' and 'Shipping Weight' properties on the associated Item Record View. See the How is Shipment Weight Calculated? FAQ for specific calculations based on an item's properties. This field is for information only, is not editable and is not stored in the database. | ||||||||||||||||
| Show Weight for | Identifies whether the weight fields for the shipment are based on Allocated or Ordered weight. All calculated weight fields (Product Wt., Tare Wt., Shipping Wt. and Total Wt.) in the 'Home' tab of this record view will be based on this selection. This is a single-select standard lookup that is required. It defaults as "Ordered" if the associated transaction is in a Status less than 'Shipped'. Else, this field defaults as "Allocated". This field is always editable while the associated transaction is in a Status less than 'Approved'. This field is not stored in the database. | ||||||||||||||||
| Tare Wt. | Displays the total tare weight of all items on the shipment. This is a non-editable text box that is not required. It is calculated using ordered weight if the 'Show Weight for' field is "Ordered" and allocated weight if the 'Show Weight' for field is "Allocated". Additionally, this field takes into account the 'Unit Tare Weight' and 'Shipping Weight' properties on the associated Item Record View. See the How is Shipment Weight Calculated? FAQ for specific calculations based on an item's properties. This field is for information only, is not editable and is not stored in the database. | ||||||||||||||||
| Total Wt. | Displays the total weight of the shipment, including any additional gross weight. This is a non-editable text box that is not required. It is calculated as [Shipping Wt.] + [Addtl. Gross Wt.]. This field is for information only, is not editable and is not stored in the database. | ||||||||||||||||
| Transaction |
Database Field: ERPx_SOOrderHeader.OrderID |
Properties Tab
| Fields | Description |
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| Carrier arrived at our facility | |
| Carrier arrived time at our facility | |
| Carrier scheduled time to arrive at our facility | |
| Carrier scheduled time to depart our facility | |
| Carrier scheduled to arrive at our facility | |
| Carrier scheduled to depart our facility | |
| Driver | |
| Scheduled By | Displays the name of the employee who scheduled the shipment. This is a text box that is not required. If entered, it must be <= 100 characters. Else, the message "String or binary data would be truncated." will be displayed on Save. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. Database Field: ERPx_LMLoadHeader.ScheduledBy |
| Site | |
| Trailer | |
| Truck |
Attributes Tab
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| Delete |
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| Excel |
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| New |
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| Notes | |||||||||
| Fields | Description | ||||||||
| Checkbox |
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| Address 1 | |||||||||
| Address 2 | |||||||||
| Address Name | |||||||||
| Carrier | |||||||||
| City | |||||||||
| Country | |||||||||
| Exch. Rate - Leg to Transaction | |||||||||
| Exch. Table - Leg to Transaction | |||||||||
| External Leg ID | |||||||||
| External Load ID | |||||||||
| Freight Rate | |||||||||
| Freight Rate Type | |||||||||
| Freight Weight | |||||||||
| Frt. Rate UOM | Order Weight UOM is used as the default 'Frt. Rate UOM' for new Legs created in the grid section. | ||||||||
| Inverse Exch. | |||||||||
| Leg | |||||||||
| Leg Currency | |||||||||
| Other Charges | |||||||||
| Rate Type - Leg to Transaction | |||||||||
| Source | |||||||||
| State | |||||||||
| Surcharge % | |||||||||
| Total Frt Amt - Leg Currency | |||||||||
| Total Frt Amt - Trans. Currency | |||||||||
| Zip |
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