Carriers represent entities that transport goods from one location to another. They can be actual freight companies (i.e. UPS or Fed Ex) and/or they can represent a delivery method (i.e. Our Truck, Customer Pickup, Transfer in Storage, or UPS-Air). They are used on Inventory transfers and sales order shipments. The purpose of this page is to add, edit, remove, and activate/inactive these records.
Software Version: 2022.09.30 and newer
Page Header
| Toolbar Icons | Description |
|---|---|
| Delete |  Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Help |  Opens the online WIKI help page for the current page. |
| New |
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| Notes |  Opens the Notes dialog, filtered for the appropriate Note Type(s). From here, users can add, review, or edit Notes associated with the record. This icon is always enabled. |
Save |  Saves the changes made to the record. |
| Save & Close |  Saves your changes and closes the page. |
| Fields | Description |
| Carrier Name | This is a single-select lookup that will reload the page for the associated Carrier. The lookup contains a list of all Carrier records. Carriers represent entities that transport goods from one location to another. They can be actual freight companies (i.e. UPS or Fed Ex) and/or they can represent a delivery method (i.e. Our Truck, Customer Pickup, Transfer in Storage, or UPS-Air). They are used on Inventory transfers and sales order shipments. |
Properties Tab
The Properties tab is always visible.
Toolbar Icons | Description |
|---|---|
| Excel |  Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. |
| Quick Column Filter |  Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text. |
| Fields | Description |
| General | |
| Carrier Name | A text box to add or edit the unique identifier of the Carrier. This defaults to blank but is required for all records. If missing, the message "Carrier Name is required." will be displayed on Save. This value must be unique, otherwise the message "Duplicate Carriers are not allowed." will be displayed on Save. This field must be <= 50 characters. Database Field: ERPx_SOCarrier.CarrierName |
| Description | A text box to add/edit a long description for the Carrier record. This defaults to blank for new records and is not required. This field is always editable and duplicate values are allowed. This field must be <= 200 characters. This is informational only and is not visible in look ups on transactions and other master files. Database Field: ERPx_SOCarrier.Description |
| Carrier Code | A text box to assign a short name or SCAC code for the Carrier. This defaults to blank for new records and is not required. This field is always editable and duplicate values are allowed. This field must be <= 50 characters. The SCAC is the Standard Carrier Alpha Code (SCAC) which is a privately controlled US code used to identify vessel operating common carriers (VOCC). It is typically two to four letters long. It was developed to help road transport companies computerize data and records. This is just used for reference and is not visible in look ups on transactions and other master files. Database Field: ERPx_SOCarrier.CarrierCode |
| Inactive | A Yes/No field used to identify if the Carrier is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups. Setting this to Inactive only prevents the record from being manually assigned to new transactions or master files, it does not prevent transactions containing this value to be posted. 'No' values display as blank in the grid. This value is always editable. Database Field: ERPx_SOCarrier.IsInactive |
| Freight Matching | |
| AP Vendor Name | A single select lookup to assign the AP Vendor that is paid for deliveries made by the Carrier. This defaults to blank for new records, is not required, and duplicates are okay. This field is always editable. Once selected, the Vendor Name will be displayed. The lookup contains a blank value, the current assigned value and a list of all active AP Vendors. Database Field: ERPx_SOCarrier.LinkedToVendorSK |
| Enable for Sales Freight Purchase Orders | Database Field: ERPx_SOCarrier.EnableForSalesFreightPO |
| Enable for Transfer Freight Purchase Orders | Database Field: ERPx_SOCarrier.EnableForTransferFreightPO |
Contacts Tab
The Contacts tab is where users can configure Carrier contact information for different contact types. This tab is always visible and editable.
Toolbar Icons | Description |
|---|---|
| Excel | Exports the contents of the grid to an Excel file that will automatically download. The contents that export are those that are visible to the user. Therefore, if the user has filtered the view, or excluded columns, only the contents in the grid will be exported. |
| Quick Column Filter | Used to filter across all columns in the grid. When the user types text into the Quick Column Filter text box, the grid's Filter Row will be automatically hidden. The text in the Quick Column Filter text box automatically replaces any existing Filter Row filters. The results of the data immediately refresh as you enter text. |
| Fields | Description |
| Contact Type | A non-editable text box to identify the type of contact associated with the Carrier. The contact types available are BOL, Picking and Shipping. Database Field: ERPx_SOCarrierContact.ContactTypeSK |
A text box to add/edit an email address associated with the corresponding contact. This defaults to blank for new records and is not required. This field is always editable and duplicate values are allowed. This field supports multiple email addresses if they are separated by a " ; ". This field must be <= 1,000 characters. This is informational only and is not visible in look ups on transactions and other master files. There are no validations on this page to ensure this data is a properly formatted email address or that the email address is valid. Database Field: ERPx_SOCarrierContact.Email | |
| Fax | A text box to add/edit a Fax Number associated with the corresponding contact. This defaults to blank for new records and is not required. This field is always editable and duplicate values are allowed. This field must be <= 30 characters. This is informational only and is not visible in look ups on transactions and other master files. There are no validations on this page to ensure this data is a properly formatted or that it is a valid number. Database Field: ERPx_SOCarrierContact.Fax |
| Name | A text box to add/edit a Name associated with the corresponding contact. This defaults to blank for new records and is not required. This field is always editable and duplicate values are allowed. This field must be <= 100 characters. Database Field: ERPx_SOCarrierContact.Name |
| Note | A text box to add/edit a Note associated with the corresponding contact. This defaults to blank for new records and is not required. This field is always editable and duplicate values are allowed. This field must be <= 500 characters. Database Field: ERPx_SOCarrierContact.Note |
| Phone | A text box to add/edit a Phone Number associated with the corresponding contact. This defaults to blank for new records and is not required. This field is always editable and duplicate values are allowed. This field must be <= 30 characters. This is informational only and is not visible in look ups on transactions and other master files. There are no validations on this page to ensure this data is a properly formatted or that it is a valid number. Database Field: ERPx_SOCarrierContact.Phone |