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Logistics Attribute Setup
Truck Setup
Step 1. Opening the Sales Order Shipment Record
Sales Order Shipment records can be opened from the corresponding Sales Order Transaction record. Open the Sales Order Transaction record and select the Shipments tab. The Shipment field displays the Shipment ID and this field is a hyperlink. Clicking the hyperlink opens the corresponding Shipment record in a new tab.
Step 2. Editing the ‘Home’ tab
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- Shipment: This field displays the Shipment ID. The field is for informational use only and cannot be edited.
- Transaction: This field displays the ID of the Sales Order transaction the Shipment belongs to. This field is for informational use only and cannot be edited.
- Currency: Displays the currency the Sales Order transaction was created in. The value is pulled from the Sales Order Transaction record. This field is for informational use only and cannot be edited.
- Freight Terms: This field allows users to select the Freight Terms for the Shipment. The drop-down menu displays all Freight Terms configured in the system. If a user selects the Freight Terms on the Shipment tab of the Sales Order transaction, the selected Freight Terms is displayed, but the field is still editable. This field is not required.
- Order Weight UOM: This field allows users to select the weight unit of measure for the Shipment. Users can select the UOM value from the configured values and clicking Save will convert the ‘Product Wt.’, ‘Tare Wt.’, ‘Shipping Wt.’ and the ‘Total Wt.’ to the selected weight unit of measure. This field is required and a shipment record cannot be saved without the value.
- Show Weight for: This field allows users to select to display the Weight for the ‘Ordered’ or the ‘Allocated’ weight. When the shipment status is ‘New’, the field defaults to ‘Ordered’. When the shipment status is ‘Shipped’ the field defaults to ‘Allocated’.
- Product Wt.: Displays the total Product Weight of the items assigned to the Shipment. This field is for informational use only and is not editable. The Product Weight for different item type is calculated as following:
| Item Type | Item has Shipping Weight | Item has Tare Weight | Product Weight Calculation Method |
|---|
| Units and Weight Managed | Ordered or Allocated Weight | ||
| Units and Weight Managed | X | Ordered or Allocated Weight | |
| Units and Weight Managed | X | Ordered or Allocated Weight | |
| Units and Weight Managed | X | X | Ordered or Allocated Weight |
| Units only Managed | 0.00 | ||
| Units only Managed | X | Ordered or Allocated Units * Item Shipping Weight | |
| Units only Managed | X | 0.00 | |
| Units only Managed | X | X | (Ordered or Allocated Units * Item Shipping Weight) - (Ordered or Allocated Units * Item Tare Weight) |
| Weight Only Managed | Ordered or Allocated Weight | ||
| Weight Only Managed | X | Ordered or Allocated Weight | |
| Weight Only Managed | X | Ordered or Allocated Weight | |
| Weight Only Managed | X | X | Ordered or Allocated Weight |
- Tare Wt.: Displays the total Tare Weight of the items assigned to the Shipment. This field is for informational use only and is not editable. The Tare Weight for different item types is calculated as following:
| Item Type | Item has Shipping Weight | Item has Tare Weight | Tare Weight Calculation Method |
|---|---|---|---|
| Units |
| and Weight Managed | 0.00 | ||
| Units and Weight Managed | X | (Ordered or Allocated |
| Units * Item Shipping Weight) - Ordered or Allocated Weight | |||
| Units and Weight Managed | X | Ordered or Allocated Units * Item Tare weight | |
| Units and Weight Managed | X | X | (Ordered or Allocated Units * Item Shipping Weight) - Ordered or Allocated Weight |
| Units Only Managed | 0.00 | ||
| Units Only Managed | X | 0.00 | |
| Units Only Managed | X | 0.00 | |
| Units Only Managed | X | X | Ordered or Allocated Units * Item Tare Weight |
| Weight Only Managed | 0.00 | ||
| Weight Only Managed | X | 0.00 | |
| Weight Only Managed | X | Item Tare Weight | |
| Weight Only Managed | X | X | Item Tare Weight |
- Shipping Wt.: Displays the total Shipping Weight of the items assigned to the Shipment. This field is for informational use only and is not editable. The Shipping Weight for different item types is calculated as following:
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Units Ordered or Allocated * Shipping Weight Item Property
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Weight Ordered or Allocated + Tare Weight Item Property
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If the item has a Shipping Weight property configured then Units Ordered or Allocated * Shipping Weight Item Property
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- Product Weight + Tare Weight.
- Addtl. Gross Wt.: This field allows users to enter an Additional Gross Weight, which is then added to the Total Weight.
- Total Wt.: Displays the Total Weight of the items assigned to the Shipment. This is calculating by summing The Shipping Wt. and the Addtl. Gross Wt. This field is for informational use only and is not editable.
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