The Inventory Adjustment Transaction Record View allows users to adjust inventory quantities. This transaction allows multiple items from a single site to be adjusted on a single transaction and each item's inventory balance can either be increased or decreased. Because Adjustments are used to correct balances, some business rules that exist for other transactions are not enforced. These include fixed/variable weight ratios and requiring whole units. The 'Include open Adjustment transactions in Available balances' preference will determine whether Available balances are updated before the transaction is posted. Once the transaction is posted, it will update the On Hand lot balance of the item(s).
Software Version: 2020.12.04 and newer
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Displays the Transaction ID of the source transaction the correction is being made from. This is a text box that defaults to the source transaction. This field is not visible unless the transaction is the result of a correction. It is only required on transactions that are being corrected. This field is auto populated by the system and is not editable.
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Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK
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Database Field: ERPx_IMTransactionHeader.TransactionDate
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The lookup contains the values configured for Adjustment reason codes in the Reason Codes Master File (Company > Setup > Reason Codes).
Database Field: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_IMTransactionHeader.ReasonCodeSK
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Database Field: ERPx_IMTransactionHeader.Reference
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The lookup contains a list of all the 'Active' Inventory Sites.
Database Fields: ERPx_MFSite.SiteName, ERPx_IMTransactionHeader.SiteSK
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Database Fields: ERPx_IMTransactionStatus.TransactionStatusName, ERPx_IMTransactionHeader.TransactionStatusSK
Properties Tab
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This lookup contains the values in the IMAutoCreateNewLots Enumeration Class.
Database Field: ERPx_IMTransactionHeader.AutoCreateLotsEN
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Displays the Transaction ID of the source transaction that was corrected. This is a non-editable text box that is not required. It is only displayed on the corrected transaction and is never editable.
Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_IMTransactionHeader.CorrectedFromTransactionHeaderSK
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Database Field: ERPx_IMTransactionHeader.CreatedBy
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Database Field: ERPx_IMTransactionHeader.CreatedDate
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Database Field: ERPx_IMTransactionHeader.GLDate
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Database Field: ERPx_IMTransactionHeader.LastUser
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Database Field: ERPx_IMTransactionHeader.LastUpdated
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This lookup contains the values in the IMAllowNegativeAvailableBalances Enumeration Class.
If Sales Order allocation preferences are set to either “Available Only” or “Available and On Hand” and a Sales order has been allocated prior to a user updating the Inventory “Negative Available Balances” property, it is possible to draw the lots negative.
A message will be displayed to the user if lot balances are negative and a new transaction is created which would impact those balances positively, however the overall balances would still be negative. For example, if the lot balance is -10 Cases and an Adjustment transaction adds 5 Cases, the overall lot balance would still be negative. The following options are possible workarounds:
- Change the Adjustment transaction's "Negative Available Balances" property to "Allowed"
- Change the Adjustment transaction to result in a zero or greater inventory balance.
- Use Cycle Count feature to change inventory balance to zero or greater.
Database Field: ERPx_IMTransactionHeader.NegativeBalancesEN
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Database Field: ERPx_IMTransactionHeader.VoidDate
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Database Field: ERPx_IMTransactionHeader.VoidedBy
Attributes Tab
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Items Grid
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- Production Batch Certifications
- Production Batch Attributes
- Production Batch Properties (Batch Class, Batch Date, Country of Origin, Expiration Date, Outside Purchase, Batch Date, Production Batch Site, Project, Quality Test Class, Status, and Traded)
- Transaction (Warehouse Lot)
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- Item - Opens the Item Master File Record View, in a new tab, for a selected record.
- Production Batch - Opens the Production Batch Record View, in a new tab, filtered for the selected record's Production Batch.
- Warehouse Lot - Opens the Warehouse Lot List View, in a new tab, filtered for the selected record's Warehouse Lot.
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The lookup contains a list of all active Items in the Items Master File.
Selecting an Item will default the 'Inventory Unit UOM' and 'Inventory Weight UOM' properties specified on the Item Record View.
Database Fields: ERPx_IMItem.ItemID, ERPx_IMItem.ItemDescription, ERPx_IMTransactionDetail.ItemSK
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Database Fields: ERPx_IMItem.TrackMethodEN, ERPx_IMTransactionDetail.ItemSK
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Database Fields: ERPx_IMProductionLot.ProductionLotID, ERPx_IMTransactionDetail.ItemSK
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The lookup contains a list of all Lot Owners.
Database Field: ERPx_IMLotOwner.OwnerName
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The lookup contains all the Adjustment Reason Codes setup in the Company→ Reason Codes Master File
Database Fields: ERPx_MFNoteTypeReasonCode.ReasonCode, ERPx_IMTransactionDetail.ReasonCodeSK
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'Units' and 'Unit UOM' fields will always display as the values entered by the user. However for consistency, Units that are saved using a UOM that is different than the 'Inventory Unit UOM' will be converted and subsequently stored in the default Inventory Unit UOM.
Database Field: ERPx_IMTransactionDetail.TransactionUnits
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This lookup contains all 'Active' Unit UOMs on the selected Item's UOM Schedule.
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Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionUnitsUOMSK
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Database Fields: ERPx_IMWarehouseLot.WarehouseLotID, ERPx_IMLotBalance.WarehouseLotSK
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'Weight' and 'Weight UOM' fields will always display as the values entered by the user. However for consistency, Weight that is saved using a UOM different than the 'Inventory Weight UOM' will be converted and subsequently stored in the default Inventory Weight UOM.
Database Field: ERPx_IMTransactionDetail.TransactionWeight
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This lookup contains all 'Active' Weight UOMs on the selected Item's UOM Schedule.
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Database Fields: ERPx_IMUOM.UOMName, ERPX_IMItem.UOMScheduleSK, ERPx_IMTransactionDetail.TransactionWeightUOMSK
Related Topics
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The purpose of this page is to record freight cost and other freight details for non-logistics shipments (shipments managed in the Load Management functional area). Additionally, users can add, edit or delete information on the shipment leg(s). Insert excerpt Def - Shipment Def - Shipment nopanel true
Software Version: 2023.04.28 and newer
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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. | ||||||||||||||||
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| Additional Wt. | Displays any additional weight not otherwise already included in the shipment. This would be used to correct the weight if the actual physical weight of the shipment was different from the system generated Product Weight + Tare Weight or to add additional dunnage. 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 |
Note: This is blank for Inventory Transfer Transactions.
Database Field: ERPx_ARCustomer.CurrencyID | ||||||||||||||||
| Freight + Surcharge Amt. | Identifies the sum of the Freight and Surcharge amounts for all shipment legs. This is a non-editable field that is calculated as [Frt. Subtotal] + [Surcharge Amt] for each leg. This is for information only and is not stored in the database. | ||||||||||||||||
| 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 for New Transactions' property 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'. For Transfer Transactions, this defaults from the 'Default Freight Terms' property on the associated transaction class record.
This lookup contains a list of all 'Active' Freight Terms. Database Fields: ERPx_SOFreightTerms.Name, ERPx_LMLoadTransaction.SOFreightTermsEN | ||||||||||||||||
| Gross Wt. | Displays the total weight of the shipment. This is a non-editable text box that is calculated as [Shipping Wt.] + [Additional Wt.]. This field is for information only, it is not stored in the database. | ||||||||||||||||
| Handling Amt. | Identifies the total Handling Amount in the transaction currency for all shipment legs. This is a non-editable field that is conditionally calculated based on the 'Freight Rate Type':
This field is for information only, is not editable and is not stored in the database. | ||||||||||||||||
| Net 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. | ||||||||||||||||
| 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 (Net Wt., Tare Wt., Shipping Wt. and Gross 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/Inventory 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 | ||||||||||||||||
| Other Charge Amt. | Identifies the total amount of any additional charge(s) for all shipment legs, in the leg Currency. This is a non editable field and for information only. 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. This field takes into account the 'Shipping Weight' property on the associated Item Record View. It is calculated as [Net Wt.] + [Tare Wt.]. 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 (Net Wt., Tare Wt., Shipping Wt. and Gross 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. This field takes into account the 'Unit Tare Weight' property on the associated Item Record View. It is calculated as [Unit Tare Weight from the Item Record View] * [Weight], where Weight is the ordered weight if the 'Show Weight for' field is "Ordered" and allocated weight if the 'Show Weight' for field is "Allocated". 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 Freight | Identifies the Total Freight Amount of all the shipment Legs, in the transaction currency. This is a non-editable field that is calculated as [Freight + Surcharge Amt.] + [Handling Amt.] + [Other Charge Amt.] = [Total Freight] for each leg. The sum of the Total Freight for all the legs represents the amount that will be accrued and/or included on a system generated Freight Purchase Order. This field is for information only, is not stored in the database. | ||||||||||||||||
| Transaction |
Database Field: ERPx_SOOrderHeader.OrderID |
Properties Tab
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| Carrier arrived at our facility | Identifies the actual date the carrier arrived at the facility. This is a date picker that is not required. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. Database Field: ERPx_LMLoadHeader.ActualArrivalDate | ||||||||
| Carrier arrived time at our facility | Identifies the actual time the carrier arrived at the facility. This is a text box that is not required, but if entered it must be <= 50 characters. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. Database Field: ERPx_LMLoadHeader.ActualArrivalTime | ||||||||
| Carrier scheduled time to arrive at our facility | Identifies the time the carrier is scheduled to arrive at the facility. This is a text box that is not required, but if entered it must be <= 50 characters. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. Database Field: ERPx_LMLoadHeader.ScheduledArrivalTime | ||||||||
| Carrier scheduled time to depart our facility | Identifies the time the carrier is scheduled to leave the facility. This is a text box that is not required, but if entered it must be <= 50 characters. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. Database Field: ERPx_LMLoadHeader.ScheduledDepartureTime | ||||||||
| Carrier scheduled to arrive at our facility | Identifies the date the carrier is scheduled to arrive at the facility. This is a date picker that is not required. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. Database Field: ERPx_LMLoadHeader.ScheduledArrivalDate | ||||||||
| Carrier scheduled to depart our facility | Identifies the date the carrier is scheduled to leave the facility. This is a date picker that is not required. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. Database Field: ERPx_LMLoadHeader.ScheduledDepartureDate | ||||||||
| Driver | Identifies the driver assigned to the shipment. This is a text box that is not required., but if entered it must be <= 50 characters. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. Database Field: ERPx_LMLoadHeader.DriverName | ||||||||
| Scheduled By | Displays the name of the person who scheduled the shipment. This is a text box that is not required, but if entered it must be <= 100 characters. 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 | Identifies the Site Name where the shipment will ship from. This is a non-editable text box that is required. It defaults from the 'Site' field on the 'Shipments' tab of the Sales Transaction Record View. This field is for information only and never editable.
Database Field: ERPx_MFSite.SiteName, ERPx_LMLoadHeader.SiteSk | ||||||||
| Trailer | Identifies the trailer assigned to the shipment. This is a text box that is not required, but if entered it must be <= 50 characters. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. Database Field: ERPx_LMLoadHeader.Trailer | ||||||||
| Truck | Identifies the truck assigned to the shipment. This is a single-select standard lookup that is not required. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This lookup contains a list of all Trucks in the Trucks Master File where the Carrier matches the Carrier on the shipment. Database Field: ERPx_LMTruck.TruckID, ERPx_LMLoadHeader.TruckSK |
Attributes Tab
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| Address 1 | Displays the first line of the address for the corresponding leg. This is a text box that is not required. If entered, it must be <= 75 characters. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system.
Database Field: ERPx_LMLoadTransactionLeg.AddressLine1 | ||||||||||||||||
| Address 2 | Displays the second line of the address for the corresponding leg. This is a text box that is not required. If entered, it must be <= 75 characters. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system.
Database Field: ERPx_LMLoadTransactionLeg.AddressLine2 | ||||||||||||||||
| Address Name | Displays the address name for the corresponding leg. This is a text box that is not required. If entered, it must be <= 150 characters. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system.
Database Field: ERPx_LMLoadTransactionLeg.AddressName | ||||||||||||||||
| Carrier | Identifies the carrier assigned to the Freight Leg. This is a single-select lookup that is not required for Transfer shipments and is only required for Sales Shipment if the 'Require Carrier for New Transactions' Property on the Transaction Class is set to "Yes". This defaults to the Carrier assigned to the Transaction and is always editable while the transaction is in a Status less than 'Approved'. If required and missing, the message "Carrier is required for all Legs" will be displayed on Save.
This lookup contains a list of all active Carriers. Database Field: ERPx_SOCarrier.CarrierName, ERPx_LMLoadHeader.CarrierSK, ERPx_LMLoadTransactionLeg.CarrierSK | ||||||||||||||||
| City | Displays the City associated with the address for the corresponding leg. This is a text box that is not required. If entered, it must be <= 35 characters. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system.
Database Field: ERPx_LMLoadTransactionLeg.City | ||||||||||||||||
| Country | Displays the Country associated with the address for the corresponding leg. This is a text box that is not required. If entered, it must be <= 50 characters. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system.
Database Field: ERPx_LMLoadTransactionLeg.Country | ||||||||||||||||
| Exch. Rate - Leg to Transaction | Displays the rate used to calculate the Total Freight Amount in the transaction currency. This is a non-editable text box that is required. If the 'Leg Currency' is the same as the Currency of the associated transaction, then this defaults to "1.00000". Else if the 'Leg Currency' is the different from the Currency of the associated transaction, this defaults from the exchange table based on the 'Invoiced' date field for the associated shipment. If the transaction does not have an 'Invoiced' date, the rate is assigned based on the 'Order Date' of the associated transaction. If the exchange table does not contain a rate for the Invoiced/Order Date, then the most recent rate prior to the current date will be used. This field is for information only and cannot be edited. Database Field: ERPx_LMLoadTransactionLeg.ExchangeRate | ||||||||||||||||
| Exch. Table - Leg to Transaction | Displays the ID of the Exchange Table where the ‘Exch. Rate – Leg to Transaction’ was retrieved. This is a non-editable text box that is sometimes required. It is only required if the 'Leg Currency' is different from the Currency of the associated transaction. It defaults from the 'Exchange Table ID' field on the associated Exchange Table. This field is for information only and cannot be edited. Database Fields: ERPx_MFCurrencyExchange.ExchangeID, ERPx_LMLoadTransactionLeg.ExchangeSK | ||||||||||||||||
| External Leg ID | Identifies the Leg ID from an external source. This is a text box that is not required. If entered, it must be <= 50 characters. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system. Database Field: ERPx_LMLoadTransactionLeg.ExternalLegID | ||||||||||||||||
| External Load ID | Identifies the Load ID from an external source. This is a text box that is not required. If entered, it must be <= 50 characters. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system. Database Field: ERPx_LMLoadTransactionLeg.ExternalLoadID | ||||||||||||||||
| Freight + Surcharge Amt. | Identifies the sum of the Freight and Surcharge amounts. This is a non-editable field that is calculated as [Frt. Subtotal] + [Surcharge Amt]. This is for information only and is not stored in the database. This is used in the formula [Freight + Surcharge Amt.] + [Handling Amt.] + [Other Charge Amt.] = [Total Freight] | ||||||||||||||||
| Freight Rate | Identifies the rate used to calculate the Freight subtotal for the leg. This is a numeric text box that is not required. It defaults as "0.00000" and is always editable while the associated transaction is in a Status less than 'Approved'. Database Field: ERPx_LMLoadTransactionLeg.FreightRate | ||||||||||||||||
| Freight Rate Type | Identifies how the freight amount is calculated for the leg. This is a single-select lookup that is required. If missing, the message "Freight Rate Type is required when other components of freight are filled in." will be displayed on Save. This defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This lookup contains the values in the FreightRateType Enumeration Class.
Database Field: ERPx_LMLoadTransactionLeg.FreightRateTypeEN | ||||||||||||||||
| Frt. Subtotal | Identifies the computed Freight Subtotal before any Surcharge amounts. This is a non-editable field that is conditionally calculated based on the 'Freight Rate Type':
This field is for information only, is not editable and is not stored in the database. This is used in the formula [Frt. Subtotal] + [Surcharge Amt.] = [Freight + Surcharge Amt.] | ||||||||||||||||
| Gross Wt. | Identifies the Gross Freight Weight for a specific leg of the shipment. The weight is calculated from the allocated weight if the order has been allocated and from the ordered weight if the order has no allocations.This is a non-editable text box that is required. Database Field: ERPx_LMLoadTransactionLeg.FreightWeight | ||||||||||||||||
| Handling Amt. | Identifies the total Handling Amount in the transaction currency. This is a non-editable field that is conditionally calculated based on the 'Freight Rate Type':
This field is for information only, is not editable and is not stored in the database. This is used in the formula [Freight + Surcharge Amt.] + [Handling Amt.] + [Other Charge Amt.] = [Total Freight] | ||||||||||||||||
| Handling Rate | Identifies the rate used to calculate the Handling Amount for the leg. This is a numeric text box that is not required. It defaults as "0.00000" and is always editable while the associated transaction is in a Status less than 'Approved'. Database Field: ERPx_LMLoadTransactionLeg.HandlingFee | ||||||||||||||||
| Handling Rate Type | Identifies how the handling amount is calculated for the leg. This is a single-select lookup that is required. If missing, the message "Handling Rate Type is required when a Handling Rate is entered." will be displayed on Save. This defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This lookup contains the values in the HandlingRateType Enumeration Class.
Database Field: ERPx_LMLoadTransactionLeg.HandlingRateTypeEN | ||||||||||||||||
| Inverse Exch. | This field identifies if an inverse of an exchange table was used to calculate the Total Freight Amount. This is a non-editable text box that is not required. It defaults as blank if the 'Leg Currency' is the same as the Currency of the associated transaction. Else, if the 'Leg Currency' is different from the Currency of the associated transaction, then this field will display as "No" when the 'Leg Currency' equals the 'From Currency' of the Exchange Table Record View and the transaction currency equals the 'To Currency' on the Exchange Table Record View. If the 'Leg Currency' is different from the Currency of the associated transaction, then this field will display as "Yes" when 'Leg Currency' equals the 'To Currency' of the Exchange Table Record View and the transaction currency equals the 'From Currency' on the Exchange Table Record View. This is a system assigned value, for information only and is never editable. Database Field: ERPx_LMLoadTransactionLeg.IsInverseExchange | ||||||||||||||||
| Leg | Database Field: ERPx_LMLoadTransactionLeg.LegSequence | ||||||||||||||||
| Leg Currency | Identifies the currency for the corresponding leg. This is a single-select lookup that is required. If missing, the message "Currency is required for all Legs." will be displayed on Save. The defaults from the 'Currency' field on the 'Home' tab of the Sales Transaction Record View. It is always editable while the associated transaction is in a Status less than 'Approved'. If the transaction class is set to auto generate Freight Pay Purchase Orders and the Leg Currency does not match the Carrier's Linked AP Vendor's currency, the following message will be displayed when trying to post the transaction. “The Leg [LegSequence] Currency [CurrencyID] does not match the Carrier Linked AP Vendor’s Currency ([currencyid]), please update the leg to the Vendor’s Currency.” Database Field: ERPx_MFCurrency.CurrencyID, ERPx_LMLoadTransactionLeg.CurrencySK | ||||||||||||||||
| Net Wt. | Identifies the Net Freight Weight for a specific leg of the shipment. The weight is calculated from the allocated weight if the order has been allocated and from the ordered weight if the order has no allocations.This is a non-editable text box that is required. Database Field: ERPx_LMLoadTransactionLeg.FreightWeight | ||||||||||||||||
| Other Charge Amt. | Identifies the total amount of any additional charge(s), in the Leg Currency. 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'. This is used in the formula [Freight + Surcharge Amt.] + [Handling Amt.] + [Other Charge Amt.] = [Total Freight] Database Field: ERPx_LMLoadTransactionLeg.OtherCharges | ||||||||||||||||
| Rate Type - Leg to Transaction | Identifies the calculation method (multiply or divide) used to calculate the Total Freight Amount for the leg in the transaction currency. This is a non-editable text box that is required. It defaults from the 'Calculation Method' field on the 'Properties' tab of the Currency Exchange Record View if the 'Exch. Table - Leg to Transaction' exchange table is set to calculate from the 'Leg Currency' to the transaction currency. Else, this field defaults to the inverse of the 'Calculation Method' field on the 'Properties' tab of the Currency Exchange Record View if the 'Exch. Table - Leg to Transaction' exchange table is set to calculate from the transaction currency to the 'Leg Currency'. This field is for information only and cannot be edited. Database Field: ERPx_LMLoadTransactionLeg.ExchangeRateCalculationMethodEN | ||||||||||||||||
| Source | Identifies where the leg originated. The source can be Manual or Integrated. This is a non-editable text box that is required. This is a system assigned value, for information only and is never editable. Database Field: ERPx_LMLoadTransactionLeg.LoadTransactionSourceEN | ||||||||||||||||
| State | Displays the State associated with the address for the corresponding leg. This is a text box that is not required, but if entered it must be <= 30 characters. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system.
Database Field: ERPx_LMLoadTransactionLeg.State | ||||||||||||||||
| Surcharge Amt. | Identifies the total surcharge amount of the Freight Leg, in the transaction currency. This is a non-editable field calculated as [Frt. Subtotal] * [Surcharge Pct.]. This is for information only and is not stored in the database. This is used in the formula [Frt. Subtotal] + [Surcharge Amt.] = [Freight + Surcharge Amt.] | ||||||||||||||||
| Surcharge Pct. | Identifies the surcharge percentage of the Freight Leg. This is a numeric text box that is not required. It defaults as "0.00000" and is always editable while the associated transaction is in a Status less than 'Approved'. This is used in the formula [Frt. Subtotal] * [Surcharge Pct.] = [Surcharge Amt.] Database Field: ERPx_LMLoadTransactionLeg.Surcharge | ||||||||||||||||
| Total Freight | Identifies the Total Freight Amount of the Leg, in the transaction currency. This is a non-editable field that is calculated as [Freight + Surcharge Amt.] + [Handling Amt.] + [Other Charge Amt.] = [Total Freight]. The sum of the Total Freight for all the legs represents the amount that will be accrued and/or included on a system generated Freight Purchase Order. This field is for information only, is not stored in the database. | ||||||||||||||||
| Total Frt Amt - Leg Currency | Identifies the Total Freight Amount in the leg currency. This is a non-editable text box that is required. This field is for information only and is never editable. It is calculated as:
Database Field: ERPx_LMLoadTransactionLeg.TotalFreight | ||||||||||||||||
| UOM | Identifies the Unit of Measure for the leg freight rate. This is a single-select lookup that is required if the 'Freight Rate Type' is either "$/UOM – Gross Wt." or "$/UOM – Net Wt". If required and missing, the message "Freight Rate UOM is required when a Freight Rate Type is $/UOM." will be displayed on Save. When the 'Freight Rate Type' is either "$/UOM – Gross Wt." or "$/UOM – Net Wt", the UOM field defaults to the ‘Order Weight UOM’ in the 'Home' tab of this Record View, otherwise it defaults to blank. It 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 Fields: ERPx_IMUOM.UOMName, ERPx_LMLoadTransactionLeg.FreightWeightUOMSK | ||||||||||||||||
| Zip | Displays the Zip Code associated with the address for the corresponding leg. This is a text box that is not required, but if entered it must be <= 15 characters. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system.
Database Field: ERPx_LMLoadTransactionLeg.Zip |
Related Topics
User Guide: Sales Order Shipment
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