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Def - Sales Shipments
Def - Sales Shipments
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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).

Software Version: 2020.xx.xx and newer

Table of Contents
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Toolbar IconsDescription
Export DetailsOpens 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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Grid Layout - Global
Grid Layout - Global
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Help
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Help - Global
Help - Global
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Notes
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Notes - Global
Notes - Global
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Print
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Print - RV Header
Print - RV Header
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Save

Save & Close

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Save/Save & Close - RV Header
Save/Save & Close - RV Header
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FieldsDescription
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

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Currency
Currency
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This is a non-editable text box that is required. It defaults from and can be updated from the 'Currency' field on the 'Properties' tab of the Customer Record View for the selected Customer.

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Def - Currency
Def - Currency
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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'.

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Def - Freight Terms
Def - Freight Terms
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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'.

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Def - UOM
Def - UOM
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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

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Shipment ID
Shipment ID
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This is a non-editable text box that is required. It defaults from the associated Shipment ID, is a system assigned value and is never editable.

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

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Transaction ID
Transaction ID
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This is a non-editable text box that is required. It defaults from the associated Transaction ID, is a system assigned value and is never editable.

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Def - Transaction ID - Sales
Def - Transaction ID - Sales
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Database Field: ERPx_SOOrderHeader.OrderID

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FieldsDescription
Carrier arrived at our facility


Database Field: ERPx_LMLoadHeader.ActualArrivalDate

Carrier arrived time at our facility


Database Field: ERPx_LMLoadHeader.ActualArrivalTime

Carrier scheduled time to arrive at our facility


Database Field: ERPx_LMLoadHeader.ScheduledArrivalTime

Carrier scheduled time to depart our facility


Database Field: ERPx_LMLoadHeader.ScheduledDepartureTime

Carrier scheduled to arrive at our facility


Database Field: ERPx_LMLoadHeader.ScheduledArrivalDate

Carrier scheduled to depart our facility


Database Field: ERPx_LMLoadHeader.ScheduledDepartureDate

Driver


Database Field: ERPx_LMLoadHeader.DriverName

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


Database Field: ERPx_MFSite.SiteName, ERPx_SOOrderHeader.SiteSK, ERPx_LMLoadHeader.SiteSk

Trailer


Database Field: ERPx_LMLoadHeader.Trailer

Truck


Database Field: ERPx_LMTruck.TruckID, ERPx_LMLoadHeader.TruckSK

Attributes Tab

FieldsDescription
Attributes

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Attribute - Attribute
Attribute - Attribute
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 The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes →..... ). 

Available

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Attribute - Available
Attribute - Available
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 This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes →.....). 

Value

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Attribute - Value
Attribute - Value
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Toolbar IconsDescription
Delete

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Delete - RV Grid 3.0
Delete - RV Grid 3.0
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 This toolbar icon is only enabled when the transaction is in a Status of 'New'. 

Excel
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Excel - RV Header 3.0
Excel - RV Header 3.0
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New

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New - Blank Row - RV Grid 3.0
New - Blank Row - RV Grid 3.0
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This toolbar icon is only enabled when the transaction status is New. 

Notes
FieldsDescription
Checkbox
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Checkbox
Checkbox
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Address 1


Database Field: ERPx_LMLoadTransactionLeg.AddressLine1

Address 2


Database Field: ERPx_LMLoadTransactionLeg.AddressLine2

Address Name


Database Field: ERPx_LMLoadTransactionLeg.AddressName

Carrier


Database Field: ERPx_SOCarrier.CarrierName, ERPx_LMLoadHeader.CarrierSK, ERPx_LMLoadTransactionLeg.CarrierSK

City


Database Field: ERPx_LMLoadTransactionLeg.City

Country


Database Field: ERPx_LMLoadTransactionLeg.Country

Exch. Rate - Leg to Transaction


Database Field: ERPx_LMLoadTransactionLeg.ExchangeRate

Exch. Table - Leg to Transaction


Database Fields: ERPx_MFCurrencyExchange.ExchangeID, ERPx_LMLoadTransactionLeg.ExchangeSK

External Leg ID


Database Field: ERPx_LMLoadTransactionLeg.ExternalLegID

External Load ID


Database Field: ERPx_LMLoadTransactionLeg.ExternalLoadID

Freight Rate


Database Field: ERPx_LMLoadTransactionLeg.FreightRate

Freight Rate Type


Database Field: ERPx_LMLoadTransactionLeg.FreightRateTypeEN

Freight Weight


Database Field: ERPx_LMLoadTransactionLeg.FreightWeight

Frt. Rate UOM

Order Weight UOM is used as the default 'Frt. Rate UOM' for new Legs created in the grid section.


Database Fields: ERPx_IMUOM.UOMName, ERPx_LMLoadTransactionLeg.FreightWeightUOMSK

Inverse Exch.


Database Field: ERPx_LMLoadTransactionLeg.IsInverseExchange

Leg


Database Field: ERPx_LMLoadTransactionLeg.LegSequence

Leg Currency


Database Field: ERPx_MFCurrency.CurrencyID, ERPx_LMLoadTransactionLeg.CurrencySK

Other Charges


Database Field: ERPx_LMLoadTransactionLeg.OtherCharges

Rate Type - Leg to Transaction


Database Field: ERPx_LMLoadTransactionLeg.ExchangeRateCalculationMethodEN

Source


Database Field: ERPx_LMLoadTransactionLeg.LoadTransactionSourceEN

State


Database Field: ERPx_LMLoadTransactionLeg.State

Surcharge %


Database Field: ERPx_LMLoadTransactionLeg.Surcharge

Total Frt Amt - Leg Currency


Database Field: ERPx_LMLoadTransactionLeg.TotalFreight

Total Frt Amt - Trans. Currency


Database Field: Calculated - not stored in DB

Zip


Database Field: ERPx_LMLoadTransactionLeg.Zip


Related Topics



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