Insert excerptDef - ShipmentDef - Shipmentnopaneltrue 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: 2021.06.04 and newer

Table of Contents

type	flat

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.

Database Fields: ERPx_SOFreightTerms.Name, ERPx_LMLoadTransaction.SOFreightTermsEN

...

Insert excerpt

	Def - Shipment
	Def - Shipment
nopanel	true

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

type	flat

Page Header

Header Toolbar

Toolbar Icons

Description

Export Details

Opens 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
nopanel	true

Notes

Insert excerpt

	Notes - Global 3.0
	Notes - Global 3.0
nopanel	true

Insert excerpt

	Def - Notes
	Def - Notes
nopanel	true

Print

Insert excerpt

	Print - LV 3.0
	Print - LV 3.0
nopanel	true

Save

Insert excerpt

	Save - RV Header 3.0
	Save - RV Header 3.0
nopanel	true

Save & Close

Insert excerpt

	Save & Close - RV Header 3.0
	Save & Close - RV Header 3.0
nopanel	true

Home Tab

FieldsDescriptionCarrier arrived at our facilityIdentifies 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'Def - UOMThis lookup contains all 'Active' Weight UOMs configured on the Units of Measure Master File.

Database Field: ERPx_LMLoadHeader.UOMSK

Displays the total ordered or allocated weight for all items on the shipment. not 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. 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

text box not required. This field takes into account the 'Shipping Weight' property on the associated Item Record View. It is calculated as [Shipping Weight from the Item Record View] * [Weight], where Weight is 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.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 Tare WtDisplays tare weight of all items on the shipment. text box 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 Total weight of , including any additional gross weight as [Shipping Wt.] + [Addtl. Gross Wt.]. This field is for information only, is not editable and is 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 Transaction ID - Sales Transaction ID - Sales SOOrderHeaderOrderID

Fields

Description

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

Def - UOM

Currency
	Currency
nopanel	true

Product Wt.

This is a non-editable text box that is

required. It

Shipment

Insert excerpt

Shipment ID

nopanel

true

Shipping Wt.

Displays the shipping weight for all items on the shipment

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
nopanel	true

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

Show Weight for

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
nopanel	true

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.

Transaction

Insert excerpt

Transaction ID

nopanel

true

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'.

Insert excerpt

	Def -

UOM
	Def -

UOM
nopanel	true

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

Database Field:

ERPx_

LMLoadHeader.

Properties Tab

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

Insert excerpt

	Shipment ID
	Shipment ID
nopanel	true

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.

ActualArrivalDateCarrier arrived time at our facilityIdentifies the actual time the carrier arrived at the facility

Database Field: ERPx_LMLoadHeader.ActualArrivalTime

Carrier scheduled time to arrive at our facilityIdentifies the time the carrier is scheduled to arrive at the facility. 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

LoadID
Shipping Wt.	Displays the shipping weight for all items on the shipment. This is a non-editable 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'.

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 '

Approved'.

Database Field: ERPx_LMLoadHeader.ScheduledArrivalTime

Carrier scheduled time to depart our facilityIdentifies the time the carrier is scheduled to leave the facility. This is a

Database Field: ERPx_LMLoadHeader.ScheduledDepartureTime

Carrier scheduled to arrive at our facilityIdentifies 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

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.

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 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

Insert excerpt

	Transaction ID
	Transaction ID
nopanel	true

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
nopanel	true

Database Field: ERPx_SOOrderHeader.OrderID

Properties Tab

Fields

Description

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.

Insert excerpt

	Def - Site
	Def - Site
nopanel	true

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

Fields

Description

Attributes

Insert excerpt

	Attribute - Attribute
	Attribute - Attribute
nopanel	true

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
nopanel	true

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

Value

Insert excerpt

	Attribute - Value
	Attribute - Value
nopanel	true

Page Detail

Items Grid

Toolbar Icons

Description

Colum Filter Show/Hide

Insert excerpt

	Column Filter Show/Hide - Global
	Column Filter Show/Hide - Global
nopanel	true

Delete

Insert excerpt

	Delete - RV Header 3.0
	Delete - RV Header 3.0
nopanel	true

This toolbar icon is only enabled when 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

DriverIdentifies the driver assigned to the shipment. 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

Excel

Insert excerpt

	Excel - LV 3.0
	Excel - LV 3.0
nopanel	true

Group By Show/Hide

Insert excerpt

	Group By Show/Hide - Global
	Group By Show/Hide - Global
nopanel	true

New

Insert excerpt

	New - Global 3.0
	New - Global 3.0
nopanel	true

This toolbar icon is only enabled when the associated transaction is in a Status less

than 'Approved'.

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

SiteIdentifies the Site ID (warehouse ID) 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

than 'Approved'.

Notes

Insert excerpt

	Notes - RV Grid 3.0
	Notes - RV Grid 3.0
nopanel	true

Insert excerpt

	Def - Notes
	Def - Notes
nopanel	true

Quick Column Filter

Insert excerpt

	Quick Column Filter
	Quick Column Filter
nopanel	true

Saved Layouts

Insert excerpt

	Column Layouts for Framework 3.0 - Global
	Column Layouts for Framework 3.0 - Global
nopanel	true

Fields

Description

Checkbox

Insert excerpt

	Checkbox
	Checkbox
nopanel	true

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.

Insert excerpt

	Def - Address -

Site

Address Line 1
	Def -

Site

Address - Address Line 1
nopanel	true

Database Field:

ERPx_MFSite.SiteName, ERPx_LMLoadHeader.SiteSkTrailerIdentifies the trailer assigned to the shipment

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 <=

50 characters. Else, the message "String or binary data would be truncated." will be displayed on Save

75 characters. It defaults as blank and is always editable while the associated transaction

is in a Status less than 'Approved'.

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
nopanel	true

Database Field: ERPx_

LMLoadHeader

LMLoadTransactionLeg.

Trailer

AddressLine2

Truck

Address Name

Identifies the truck assigned to the shipment

Displays the address name for the corresponding leg. This is a

single-select standard lookup

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 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

FieldsDescriptionAttributes

than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system.

Insert excerpt

Attribute

	Def -

AttributeAttribute - Attributenopaneltrue The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Logistics). Available Insert excerptAttribute - AvailableAttribute - Availablenopaneltrue This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → Logistics → Transactions hyperlink).
Value Insert excerptAttribute - ValueAttribute - Valuenopaneltrue

Page Detail

Items Grid

This toolbar icon is only enabled when

Toolbar Icons	Description
Delete
Insert excerpt
Delete - RV Grid - No Status	Delete - RV Grid - No Status
nopanel	true

Address - Address Name
	Def - Address - Address Name
nopanel	true

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.

Insert excerpt

	Def - Carrier
	Def - Carrier
nopanel	true

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'.

ExcelExcel - RV Header

This value is blank unless set by an integration record from a 3rd party transportation system.

Insert excerpt

Excel - RV Header

Def - Address - City
	Def - Address - City
nopanel	true

New

Insert excerptNew - single row - RV GridNew - single row - RV Gridnopaneltrue This toolbar icon is only enabled when 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'.

Notes

. This value is blank unless set by an integration record from a 3rd party transportation system.

Checkbox Insert excerptCheckboxCheckboxnopaneltrueAddress 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. 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 - Address Line 1Def - Address - Address Line 1nopaneltrue

Insert excerpt

Notes - RV GridNotes - RV Gridnopaneltrue Insert excerptDef - NotesDef - NotesnopaneltrueFieldsDescription

Def - Address - Country
	Def - Address - Country
nopanel	true

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.

AddressLine1Address 2

ExchangeRate

Exch. Table - Leg to Transaction

Displays the

second line

ID of the

address for the corresponding leg

Exchange Table where the ‘Exch. Rate – Leg to Transaction’ was retrieved. This is a non-editable text box that is

not required. If entered, it must be <= 75 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 - Address Line 2Def - Address - Address Line 2nopaneltrue

Database Field: ERPx_LMLoadTransactionLeg.AddressLine2

Address NameDisplays the address name for the corresponding leg

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 <=

150

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 excerptDef - Address - Address NameDef - Address - Address Namenopaneltrue

. This value is blank unless set by an integration record from a 3rd party transportation system.

Database Field: ERPx_LMLoadTransactionLeg.

AddressName

ExternalLegID

CarrierExternal Load ID

Identifies the

carrier associated with the corresponding leg. This is a single-select standard lookup that is sometimes required. This field is only required if the sales preference for 'Do Sales Orders Require a Carriers?' is set to "Yes". It defaults as blank. This field

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'. If required and missing, the message "Carrier is required for all Legs" will be displayed on Save.
Insert excerptDef - CarrierDef - CarriernopaneltrueThis lookup contains a list of all active Carriers

Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system.

Database Field:

ERPx_SOCarrier.CarrierName, ERPx_LMLoadHeader.CarrierSK, ERPx_

ERPx_LMLoadTransactionLeg.

CarrierSKCityDisplays 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. Else, the message "String or binary data would be truncated." will be displayed on Save. It defaults as blank

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'.

Insert excerptDef - Address - CityDef - Address - Citynopanel

true

Database Field: ERPx_LMLoadTransactionLeg.

City

FreightRate

CountryDisplays the Country associated with the address for the corresponding Freight Rate Type

Identifies how the freight amount is calculated for the 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

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.

It

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 -

Address - Country

Freight Rate Type
	Def -

Address - Country

Freight Rate Type
nopanel	true

Database Field: ERPx_LMLoadTransactionLeg.

Country

FreightRateTypeEN

Exch. Rate - Leg to TransactionDisplays the rate used to calculate the Total Freight Amount in the transaction currencyFrt. Subtotal

Identifies the computed Freight Subtotal before any Surcharge amounts. This is a non-editable

text box

field that is

required. If

conditionally calculated based on 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.

Freight Rate Type':

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

and cannot be edited.

Database Field: ERPx_LMLoadTransactionLeg.ExchangeRate

Exch. Table - Leg to TransactionDisplays the ID of the Exchange Table where the ‘Exch. Rate – Leg to Transaction’ was retrieved

, 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 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 and is always editable while the associated transaction is in a Status less than 'Approved'.
Database Field: ERPx_LMLoadTransactionLeg.ExternalLoadID
Freight
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':
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.
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 Total Freight 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 ERPx_LMLoadTransactionLeg.FreightRateHandlingFee
Freight Handling Rate Type
Identifies how the total freight handling amount is calculated for the leg. This is a single-select standard lookup that is required. If missing, the message "Freight Handling Rate Type is required when other components of freight are filled ina 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 FreightRateType HandlingRateType Enumeration Class.
Insert excerpt
Def - Handling Rate Type
Def - Handling Rate Type
nopanel true
Database Field: ERPxERPx_LMLoadTransactionLeg.FreightRateTypeEN
Freight Weight
Identifies the total 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.HandlingRateTypeEN
Inverse Exch.
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 from the 'Total Wt." field if the ‘Freight Rate Type’ is either the "Fixed Amt – Gross Wt." or "$/UOM -Gross Wt.". If the ‘Freight Rate Type’ is either "Fixed Amt. – Net Wt." or "$/UOM – Net Wt.", then this field defaults from the 'Product Wt.' field. This field is never editable.
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.
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.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
Identifies the sequence of the leg on the shipment. This is a non-editable 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. 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 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 'Currency. 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 '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'.
Database Field: ERPx_MFCurrency.CurrencyID, ERPx_LMLoadTransactionLeg.CurrencySK
Other Charges
Identifies an additional charge amount, in the Leg Currency, which is added to the Total Freight 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'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.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 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
nopanel true
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 "$/UOM" type: [Freight Weight] * [Freight Rate] * (1+ [Surcharge%]/100) + [Other Charges]
If the ‘Freight Rate Type’ is a "Fixed Amt." type: [Freight Rate] * (1 + [Surcharge%]/100) + [Other Charges]
Database Field: ERPx_LMLoadTransactionLeg.Surcharge
Total Frt Amt - Leg Currency
TotalFreight
UOM
Identifies the
Total Freight Amount in
Unit of Measure for the leg
currency
freight rate. This is a
non-editable text box that is required. This field is for information only and is never editable. It is calculated as:
If the ‘Freight Rate Type’ is a
single-select lookup that is required if the 'Freight Rate Type' is either "$/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
nopanel true
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
nopanel true
Database Field: ERPx_LMLoadTransactionLeg.Zip

Version	Old Version 15	New Version Current
Changes made by	Janice Dannenberg	Emma Greenwood
Saved on	Jun 01, 2021	May 01, 2023

Versions Compared

Key

Page Header

Header Toolbar

Home Tab

Page Header

Header Toolbar

Home Tab

Properties Tab

Properties Tab

Attributes Tab

Page Detail

Items Grid

Attributes Tab

Page Detail

Items Grid

Page Comparison

Versions Compared

Key

Page Header

Header Toolbar

Home Tab

Page Header

Header Toolbar

Home Tab

Properties Tab

Properties Tab

Attributes Tab

Page Detail

Items Grid

Attributes Tab

Page Detail

Items Grid