Versions Compared

Version Old Version 11 New Version Current
Changes made by

Janice Dannenberg (Unlicensed)

Emma Greenwood

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Insert excerptDef - Sales ShipmentsDef - Sales Shipmentsnopaneltrue 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).

Software Version: 2021.xx.xx and newer

Table of Contents
typeflat

Page Header

Header Toolbar

...

Save

Save & Close

...

Home Tab 

...

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

...

Database Field: ERPx_ARCustomer.CurrencyID

...

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.

...

Insert excerpt
Def - Shipment
Def - Shipment
nopaneltrue
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).

Software Version: 2023.04.28 and newer

Table of Contents
typeflat

Page Header

Header Toolbar

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.
Help
Insert excerpt
Help - Global 3.0
Help - Global 3.0
nopaneltrue
Notes

Insert excerpt
Notes - Global 3.0
Notes - Global 3.0
nopaneltrue

Insert excerpt
Def - Notes
Def - Notes
nopaneltrue

Print
Insert excerpt
Print - LV 3.0
Print - LV 3.0
nopaneltrue

Save

Insert excerpt
Save - RV Header 3.0
Save - RV Header 3.0
nopaneltrue

Save & Close
Insert excerpt
Save & Close - RV Header 3.0
Save & Close - RV Header 3.0
nopaneltrue

Home Tab 

Wt.Displays the total weight of , including any additional gross weight text box that is not required. It is calculated as [Shipping Wt.] + [Addtl. Gross Wt.].  is not editable and
FieldsDescription
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

Insert excerpt
Currency
Currency
nopaneltrue
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.

Note: This is blank for Inventory Transfer Transactions. 

Insert excerpt
Def - Currency
Def - Currency
nopaneltrue

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. 

Insert excerpt
Def - Freight Terms
Def - Freight Terms
nopaneltrue

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':

  • If the Handling Rate Type is "Fixed Amt - Gross Wt." or "Fixed Amt - Net Wt.", then it is calculated as [Handling Rate].
  • If the Handling Rate Type is "$/UOM - Gross Wt." then it is calculated as [Handling Rate] * [Gross Wt.]  
  • If the Handling Rate Type is "$/UOM - Net Wt." then it is calculated as [Handling Rate] * [Net Wt.]

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 (Product Net Wt., Tare Wt., Shipping Wt. and Total 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'.

Insert excerpt
Def - UOM
Def - UOM
nopaneltrue

This lookup contains all 'Active' Weight UOMs configured on the Units of Measure Master File.

Database Field: ERPx_LMLoadHeader.UOMSK

Product Wt
Other Charge Amt.Displays Identifies the total ordered or allocated weight amount of any additional charge(s) 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. 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

Insert excerpt
Shipment ID
Shipment ID
nopaneltrue
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

This field takes into account the '

Unit Tare Weight' and 'Shipping Weight' properties on the associated Item Record View. See 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 (Product Net Wt., Tare Wt., Shipping Wt. and Total 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 using 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". Additionally, this field takes into account the 'Unit Tare Weight' and 'Shipping Weight' properties on the associated Item Record Viewfield 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

Insert excerpt
Transaction ID
Transaction ID
nopaneltrue
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.

Insert excerpt
Def - Transaction ID - Sales
Def - Transaction ID - Sales
nopaneltrue

Database Field: ERPx_SOOrderHeader.OrderID

Properties Tab

...

Page Detail

Items Grid

Toolbar IconsDescriptionDelete Insert excerptDelete - RV Grid - No StatusDelete - RV Grid - No Statusnopaneltrue This true
FieldsDescription
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. If entered, , but if entered it must be <= 50 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.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. If entered, , but if entered it must be <= 50 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.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. If entered, , but if entered it must be <= 50 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.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.If , but if entered , it must be <= 50 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.DriverName

Scheduled By

Displays the name of the employee person 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, 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 ID (warehouse ID)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.

Insert excerpt
Def - Site
Def
- Site
nopanel
- Site
nopaneltrue

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_MFSite.SiteName, ERPx_

 ERPx_LMLoadHeader.

SiteSk

Trailer

TrailerTruck

Identifies the

trailer

truck assigned to the shipment. This is a

text box

single-select standard lookup that is not required

. If entered, it must be <= 50 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

'

'.

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

ERPx_LMTruck.TruckID, ERPx_LMLoadHeader.

TrailerTruck

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

...

TruckSK

Attributes Tab

FieldsDescription
Attributes

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

Available

Insert excerpt
Attribute - Available
Attribute - Available
nopaneltrue
 This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → Logistics → Transactions hyperlink). 

Value

Insert excerpt
Attribute - Value
Attribute - Value
nopaneltrue

Page Detail

Items Grid

Excel - RV HeaderNew This toolbar icon is only enabled when . Else, the message "String or binary data would be truncated." will be displayed on Save 1 1AddressLine1 2 second line of the , it must be <= 75 characters. Else, the message "String or binary data would be truncated." will be displayed on Save Line 2 Line 2AddressLine2true

Displays the City Country associated with the address for the corresponding leg. This is a text box that is not required. If entered, it must be <= 35 50 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'. This value is blank unless set by an integration record from a 3rd party transportation system.

Toolbar IconsDescription
Colum Filter Show/Hide
Insert excerpt
Column Filter Show/Hide - Global
Column Filter Show/Hide - Global
nopaneltrue
Delete

Insert excerpt
Delete - RV Header 3.0
Delete - RV Header 3.0
nopaneltrue
 This toolbar icon is only enabled when the associated transaction is in a Status less than 'Approved'.

Excel
Insert excerpt
Excel - LV 3.0
Excel - LV 3.0
nopaneltrue
Group By Show/Hide
Insert excerpt
Group By Show/Hide - Global
Group By Show/Hide - Global
nopaneltrue
New

Insert excerpt
New - Global 3.0
New - Global 3.0
nopaneltrue
This toolbar icon is only enabled when the associated transaction is in a Status less than 'Approved'.

Excel

'Approved'.

Notes

Insert excerpt
Notes - RV Grid 3.0
Notes - RV Grid 3.0
nopaneltrue

Insert excerpt
Def - Notes
Def - Notes
nopaneltrue

Quick Column Filter
Insert excerpt
Quick Column Filter
Quick Column Filter
nopaneltrue
Saved Layouts
Insert excerpt
Excel - RV Header
Column Layouts for Framework 3.0 - Global
Column Layouts for Framework 3.0 - Global
nopaneltrue
FieldsDescription
Checkbox
Insert excerpt
New - single row - RV GridNew - single row - RV Grid
nopaneltrue
Checkbox
Checkbox
nopaneltrue
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.

NotesCheckbox
Insert excerpt
CheckboxCheckbox
nopaneltrue
Address 1

Displays the first

Insert excerpt

Notes - RV GridNotes - RV Grid
nopaneltrue
Insert excerpt
Def - NotesDef - Notes
nopaneltrue
FieldsDescription

Def - Address - Address Line 1
Def - Address - Address Line 1
nopaneltrue

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.

Insert excerpt
Def - Address - Address Line

2
Def - Address - Address Line

2
nopaneltrue

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.

Insert excerpt
Def - Address - Address

Name
Def - Address - Address

Name
nopaneltrue

Database Field: ERPx_LMLoadTransactionLeg.

AddressName

Address NameCarrier

Displays the address name for the corresponding leg. This is a text box that is not required. If entered, it must be <= 150 characters. Else, the message "String or binary data would be truncated." will be displayed on Save. It defaults as blank and 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 associated 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.

Insert excerpt
Def -
Address - Address Name
Carrier
Def -
Address - Address Name
Carrier
nopaneltrue

This lookup contains a list of all active Carriers.

Database Field:  ERPxERPx_SOCarrier.CarrierName, ERPx_LMLoadHeader.CarrierSK, ERPx_LMLoadTransactionLeg.AddressNameCarrierSK

Carrier
CityIdentifies

Displays the

carrier

City associated with the address for the corresponding leg.

This

This is a

single-select standard lookup

text box that is

sometimes required. This field is only required if the sales preference for 'Do Sales Orders Require a Carriers?' is set to "Yes".

not required. If entered, it must be <= 35 characters. It defaults as blank

. This field

and is always editable while the associated 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 value is blank unless set by an integration record from a 3rd party transportation system.

Insert excerpt
Def - Address -

Carrier

City
Def -

Carrier

Address - City
nopaneltrue

This lookup contains a list of all active Carriers.

Database Field:

ERPx_SOCarrier.CarrierName, ERPx_LMLoadHeader.CarrierSK, ERPx

 ERPx_LMLoadTransactionLeg.

CarrierSK

City

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. 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'.

Insert excerpt
Def - Address - CountryDef - Address - Countrynopanel
Insert excerpt
Def - Address -
City
Country
Def - Address -
City
Country
nopaneltrue

Database Field: ERPx_LMLoadTransactionLeg.City

Country

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.CountryExchangeRate

Exch. Rate Table - Leg to Transaction

Displays the rate used to calculate the Total Freight Amount in the transaction currencyID of the Exchange Table where the ‘Exch. Rate – Leg to Transaction’ was retrieved. This is a non-editable text box that is sometimes required. If the 'Leg Currency' is the same as the Currency of the associated transaction, then this defaults to "1.00000". Else if the It is only required if the 'Leg Currency' is the different from the Currency of the associated transaction, this. It 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'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.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 ExternalLegID

External Load ID

Identifies the Load ID from an external source. This is a 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. 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_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. Else, the message "String or binary data would be truncated." will be displayed on Save. It defaults as blank 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.ExternalLoadIDFreightRate

Freight Rate Type

Identifies the rate used to calculate the Total Freight how the freight amount is calculated for the shipmentleg. This is a numeric text box that is not required. It defaults as "0.00000" 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.

Insert excerpt
Def - Freight Rate Type
Def - Freight Rate Type
nopaneltrue

Database Field: ERPx_LMLoadTransactionLeg.FreightRateTypeEN

Frt. FreightRateSubtotal

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':

Identifies how the total freight is calculated. This is a single-select standard 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

Freight WeightIdentifies the total Freight Weight assigned to the leg
  • If the Freight Rate Type is "Fixed Amt - Gross Wt." or "Fixed Amt - Net Wt.", then it is calculated as [Freight Rate].
  • If the Freight Rate Type is "$/UOM - Gross Wt." then it is calculated as [Freight Rate] * [Gross Wt.]  
  • If the Freight Rate Type is "$/UOM - Net Wt." then it is calculated as [Freight Rate] * [Net Wt.]

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

. It defaults from the 'Shipping Wt." field in the 'Home' tab of this Record View if the ‘Freight Rate Type’ is either the "Fixed Amt – Gross Wt." or

. 

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':

  • If the Handling Rate Type is "Fixed Amt - Gross Wt." or "Fixed Amt - Net Wt.", then it is calculated as [Handling Rate].
  • If the Handling Rate Type is "$/UOM - Gross Wt." then it is calculated as [Handling Rate] * [Gross Wt.]  
  • If the
‘Freight
  • Handling Rate
Type’ is either "Fixed Amt. – Net Wt." or "
  • Type is "$/UOM
–
  • - Net Wt."
, then this field defaults from the 'Total Wt.' field. This
  • then it is calculated as [Handling Rate] * [Net Wt.]

This field is for information only, is not editable and is

never editable.

Q1: Is this field dependent on Load Status or Order Status when it determines whether to use ordered weight or allocated weight? Or neither?

Q2: Using the "$/UOM - Gross Wt." or "Fixed Amt - Gross Wt." rate types does not yield a value in the field as expected. Expectation is that is uses the "Shipping Wt." field in the 'Home' tab. Additionally, using the "$/UOM - Net Wt." or "Fixed Amt - Net Wt." rate types uses the 'Shipping Wt." field, when it should use the "Total Wt." field.

2/10 Update: Discussed with JS and when this page is converted to the 3.0 framework, this portion will mostly likely be rewritten.

Database Field: ERPx_LMLoadTransactionLeg.FreightWeight

Frt. Rate UOM

Identifies the Unit of Measure for the leg freight rate. This is a single-select standard lookup that is sometimes required. This is required when the 'Freight Rate Type' field 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. The field defaults to the ‘Order Weight UOM’ in the 'Home' tab of this Record View. It is always editable while the associated transaction is in a Status less than 'Approved'.

Insert excerptDef - UOMDef - UOMnopaneltrue

This lookup contains all 'Active' Weight UOMs configured on the Units of Measure Master File.

Database Fields: ERPx_IMUOM.UOMName, ERPx_LMLoadTransactionLeg.FreightWeightUOMSK

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.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.

Insert excerpt
Def - Handling Rate Type
Def - Handling Rate Type
nopaneltrue

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.IsInverseExchange

Leg

FreightWeight

Other Charge Amt.

Identifies the sequence of the leg on the shipment. total amount of any additional charge(s), in the Leg Currency. This is a non-editable numeric text box that is not required. This is a system assigned value, for information only and is never editable.. 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.LegSequenceOtherCharges

Rate Type - Leg Currencyto Transaction

Identifies the currency the calculation method (multiply or divide) used to calculate the Total Freight Amount for the corresponding leg in the transaction currency. This is a single-select standard lookup non-editable text box that is required. If missing, the message "Currency is required for all Legs." will be displayed on Save. The field defaults from the 'CurrencyIt 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 'HomeProperties' tab of the Sales Transaction Currency Exchange Record View . It is always editable while the associated transaction is in a Status less than 'Approved'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_MFCurrency.CurrencyID, ERPx_ ERPx_LMLoadTransactionLeg.CurrencySKExchangeRateCalculationMethodEN

Other ChargesSource

Identifies an additional charge amount, in the Leg Currency, which is added to the Total Freight Amountwhere the leg originated. The source can be Manual or Integrated. This is a numeric non-editable 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'required. This is a system assigned value, for information only and is never editable.

Database Field: ERPx_LMLoadTransactionLeg.OtherCharges

Rate Type - Leg to Transaction

Identifies the calculation method (multiply or divide) used to calculate the Total Freight Amount in the transaction currencyLoadTransactionSourceEN

State

Displays the State associated with the address for the corresponding leg. This is a

non-editable

text box that is not required, but if entered it must be <= 30 characters. 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

SourceIdentifies 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.

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.

Insert excerpt
Def - Address - State
Def - Address - State
nopaneltrue

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.LoadTransactionSourceENSurcharge

StateTotal FreightDisplays the State associated with the address for the corresponding leg

Identifies the Total Freight Amount of the Leg, in the transaction currency. This is a

text box that is not required. If entered, it must be <= 30 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'. Insert excerptDef - Address - StateDef - Address - Statenopaneltrue

Database Field: ERPx_LMLoadTransactionLeg.State

Surcharge %

Identifies the surcharge percentage of the corresponding 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'. 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:

  • If the ‘Freight Rate Type’ is a "$/UOM" type: [Freight Weight] * [Freight Rate] * (1+ [Surcharge%]/100) + [Other Charges]
  • If the ‘Freight Rate Type’ is a "Fixed Amt." type: [Freight Rate] * (1 + [Surcharge%]/100) + [Other Charges]

Database Field: ERPx_LMLoadTransactionLeg.Surcharge

Total Frt Amt - Leg Currency

TotalFreight

UOM

Identifies the

Total Freight Amount in the transaction currency

Unit of Measure for the leg freight rate. This is a

non-editable text box that is required. This field is for information only and is never editable. It is calculated as:
If the ‘Freight Rate Type’ is a

single-select lookup that is required if the 'Freight Rate Type' is either "$/UOM

" type: [Freight Weight] * [Freight Rate] * (1+ [Surcharge%]/100) + [Other Charges]
  • If the ‘Freight Rate Type’ is a "Fixed Amt." type: [Freight Rate] * (1 + [Surcharge%]/100) + [Other Charges]

    • Database Field: ERPx_LMLoadTransactionLeg.TotalFreight

    Total Frt Amt - Trans. CurrencyIdentifies the Total Freight Amount in the transaction currency. This is a non-editable field that is required. It is calculated as [Total Frt Amt – Leg Currency] [Rate Type - Leg to Transaction] [Exch. Rate – Leg to Transaction], where the [Rate Type – Leg to Transaction] determines the calculation method.  This field is for information only, is not editable and is not stored in the database.

    – 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'.

    Insert excerpt
    Def - UOM
    Def - UOM
    nopaneltrue

    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. If entered, , but if entered it must be <= 15 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'. This value is blank unless set by an integration record from a 3rd party transportation system.

    Insert excerpt
    Def - Address - Zip
    Def - Address - Zip
    nopaneltrue

    Database Field: ERPx_LMLoadTransactionLeg.Zip


    Related Topics

    User Guide: Sales Order Shipment


    Expand
    titlePage Definitions

    Page Definitions


    ...