Container Details Inquiry
- Janice Dannenberg (Unlicensed)
- Tom Williams
The purpose of this inquiry is to list container details from Export Details records. From the inquiry, users may also click the Transaction/Load ID hyperlink to open the corresponding Transaction/Load Record View.
Software Version: 2021.05.21 and newer
Page Header
Search
| Filter Items | Description |
|---|---|
| Transaction Class | Used to select one or more Transaction Classes. This is a multi-select standard lookup that is not required to return results. It defaults as blank. Transaction Classes are used to categorize transactions within transaction types and assign specific default values and business rules for each. The lookup contains a list of all Transfer Transaction Classes, SO Return and SO Shipment. |
| Saved Searches |  Displays the saved searches lookup and related icons. This tool allows users to select previously saved search options, create a new set of search options, save changes to existing search options, forget/delete saved search options and/or assign a saved search option as the default for the page. Once changes are made to the search options, the user can click the Save Options icon and save the changes. Saving search options will also save the preferences for 'Auto Refresh on Open' and 'Auto Hide Filters'. The new search option can also be set as the default. Default searches can be removed by clicking the 'Set as Default' button again when the current default search is selected. Refer to this FAQ for advanced search options. |
Page Detail
| Toolbar Icons | Description |
|---|---|
| Column Filter Show/Hide |  Toggles between displaying and hiding a filter row in the grid under the column headers. The filter row will be displayed by default if the Quick Column Filter is also implemented in the page. When enabled, this will allow users to type in text to filter by a specific column. |
| 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. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
|
| Group By Show/Hide |  Toggles between displaying and hiding a row in the grid above the column headers to enable grouping by one or more column(s). Once displayed, users may drag and drop column headers to group by a specific column. Once the grid is grouped by a column(s), a subtotal footer row will display in the grouping for columns that have a page footer total. |
| Help |  Opens the online WIKI help page for the current page. |
| 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. |
| Refresh |
|
| Saved Layouts |  Displays the column layout lookup and related icons. This tool allows users to select a previously saved layout, create a new layout, save changes to a layout, forget/delete a layout and/or assign a saved layout as the default for the page. Once changes are made to the layout, such as columns are added or removed, the user can click the Save Layout icon and save the changes to the column layout. The visibility of the Filter Row is also saved with a saved layout. The new layout can also be set as the default. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific). Default layouts can be removed by clicking the 'Set as Default' button again when the current default layout is selected. Please note that existing saved grid layouts will display the Filter Row as hidden by default. |
| Search Options |  Toggles between displaying and hiding the Search Options portion of the page. |
| Fields | Description |
#Pallets | Identifies the number of pallets in the corresponding container line. This can be edited from the '# Pallets' field on the Container grid of the Export Details Record View. Database Field: ERPx_LMLoadTransactionContainer.Pallets |
| Amount | Identifies the Sales Amount for the corresponding container line. This can be edited from the 'Sales Amount' field on the Container grid of the Export Details Record View. Database Field: ERPx_LMLoadTransactionContainer.Amount |
| Booking Number | Displays the Booking Number associated with the shipment. This can be edited from the 'Booking #' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.BookingNumber |
| Comment | Displays the comment for the corresponding container line. This can be edited from the 'Comment' field on the Container grid of the Export Details Record View. Database Field: ERPx_LMLoadTransactionContainer.Comment |
| Container | Identifies the container name/ID for the corresponding container line. This can be edited from the 'Container' field on the Container grid of the Export Details Record View. Database Field: ERPx_LMLoadTransactionContainer.Container |
| Container Tare | Identifies the weight of the container without any contents. This can be edited from the 'Container Tare' field on the Container grid of the Export Details Record View. Database Field: ERPx_LMLoadTransactionContainer.ContainerTare |
| Delivery Date | Identifies the date the shipment was delivered, formatted from the users 'Date Format' preference. This can be edited from the 'Place of Delivery / Date' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.DeliveryDate |
| Delivery Port | Identifies the place the shipment was delivered to. This can be edited from the 'Place of Delivery' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.DeliveryPort |
| Discharge Date | Identifies the date the shipment was discharged from the receiving port, formatted from the users 'Date Format' preference. This can be edited from the 'Port of Discharge / Date' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.DischargeDate |
| Discharge Port | Identifies the port the shipment was discharged from. This can be edited from the 'Port of Discharge' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.DischargePort |
| Dunnage | Identifies the weight of the packing material used to protect the contents of the corresponding container line. This can be edited from the 'Dunnage' field on the Container grid of the Export Details Record View. Database Field: ERPx_LMLoadTransactionContainer.Dunnage |
| Entry Date | Identifies the date the shipment arrived at the receiving port, formatted from the users 'Date Format' preference. This can be edited from the 'Port of Entry / Date' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.EntryDate |
| Entry Port | Identifies the port the shipment entered from. This can be edited from the 'Port of Entry' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.EntryPort |
| Forwarder | Displays the name/ID of the forwarder that corresponds to the shipment. This can be edited from the 'Forwarder' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.Forwarder |
| Last Updated | Identifies the Last Updated Date of the Transaction, formatted from the users 'Date Format' preference. This is a system assigned value and is never editable by a user. Database Field: ERPx_LMLoadTransactionContainer.LastUpdated |
| Last Updated by | Identifies the name of the user that last updated the Transaction. It is formatted to be the "logged-in" users [User First Name] + [User Last Name]. This is a system assigned value and is never editable by a user. Database Field: ERPx_LMLoadTransactionContainer.LastUser |
| Load ID | Displays the Load ID that corresponds to the shipment. If the shipment comes from an inventory transaction, then this displays the Transaction ID. This is a system assigned value and and is never editable by a user. Database Field: ERPx_LMLoadHeader.LoadID |
| Loading Date | Identifies the date the shipment was loaded at the port, formatted from the users 'Date Format' preference. This can be edited from the 'Port of Loading / Date' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.LoadingDate |
| Loading Port | Identifies the port where the shipment was loaded. This can be edited from the 'Port of Loading' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.LoadingPort |
| Module ID | Displays the ID of the module the transaction is part of (IM = Inventory, LM = Logistics, SO = Sales Order). This is a system assigned value and and is never editable by a user. Database Fields: ERPx_MFModule.ModuleID, ERPx_LMLoadHeader.BuildLoadModuleSK |
| Rate | Displays the Base Rate assigned to the corresponding container line. This can be edited from the 'Base Rate' field on the Container grid of the Export Details Record View. Database Field: ERPx_LMLoadTransactionContainer.Rate |
| Seal | Displays the type of seal used to close the container. This can be edited from the 'Seal' field on the Container grid of the Export Details Record View. Database Field: ERPx_LMLoadTransactionContainer.Seal |
| Shipped | Displays the date the container is shipped. For containers from the inventory module, this can be edited from the 'Transferred On' field in the 'Home' tab of the Transfer Transaction Record View. For containers from the sales order module, this can be edited from the 'Shipped' field on the 'Shipments' tab of the Sales Order Record View. For containers from the logistics module, this can be edited from the 'Actual Ship' field on the 'Load Plan' tab of the Loads Record View. Database Field: ERPx_LMLoadHeader.ActaulShipDate |
| Shipping Line | Displays the name/ID of the business that transports the products aboard the ship. This can edited from the 'Shipping Line' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.ShippingLine |
| Status | Identifies the status of the shipment as being Open, Shipped, or Posted. For containers from the inventory module, this can be edited from the 'Status' field in the 'Home' tab of the Transfer Transaction Record View. For containers from the sales order module, this can be edited from the 'Status' field on the 'Home' tab of the Sales Order Record View. For containers from the logistics module, this can be edited from the 'Status' field on the 'Home' tab of the Loads Record View. Database Fields: ERPx_LMLoadHeader.LoadStatusSK |
| Total Weight | Displays the total weight of the container. This is calculated as [Weight] + [Container Tare] + [Dunnage]. This can be edited by updating the 'Weight', 'Container Tare' or 'Dunnage' field on the Container grid of the Export Details Record View. Database Field: ERPx_LMLoadTransactionContainer.TotalWeight |
| Transaction | This field displays the ID of the transaction the container is assigned to if the Module ID is "IM" or "SO". Displays the Logistics Load ID if the Module ID is "LM". Clicking the link opens the corresponding Transaction/Load Record View. This is a system assigned value and and is never editable by a user. Database Fields: ERPx_IMTransactionHeader.TransactionID, ERPx_SOOrderHeader.OrderID, ERPx_LMLoadHeader.LoadHeaderSK |
| Units | Displays the number of units assigned to the container. This can be edited from the 'Units' field on the Container grid of the Export Details Record View. Database Field: ERPx_LMLoadTransactionContainer.Units |
| Vessel | Displays the name/ID of the Vessel carrying the shipment. This can edited from the 'Vessel' field in the header of the Export Details Record View. Database Field: ERPx_LMLoadHeader.Vessel |
| Weight | Displays the weight assigned to the container. This can be edited from the 'Weight' field on the Container grid of the Export Details Record View. Database Field: ERPx_LMLoadTransactionContainer.Weight |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.