Software Version: 2021.xx.xx and newer

Page Header

Header Toolbar

Toolbar Icons	Description
Export Details
Grid Layout
Help	Opens the online WIKI help page for the current page. This icon is only visible on pages that are documented in the online help.
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.
Print	Opens the Print dialog, showing any applicable printable reports to be printed, downloaded, and/or emailed.
Save Save & Close	Saves your changes and keeps you on the page or saves your changes and closes the page, navigating you back to the Transaction List View.

Fields	Description
Carrier arrived at our facility
Carrier arrived time at our facility
Carrier scheduled time to arrive at our facility
Carrier scheduled time to depart our facility
Carrier scheduled to arrive at our facility
Carrier scheduled to depart our facility
Driver
Scheduled By
Site
Trailer
Truck

Fields	Description
Attributes	A non editable text box that shows the name of the Attribute. Attributes are user-definable fields that are used on master files and transactions and are editable from the Attributes List View. The Attribute will only be displayed if the Applies property on the Assign Attribute Rules by page is set to either "Yes - Required" or "Yes - Not Required". Attributes set to "No" will not be displayed. The Attributes displayed here are setup and assigned in the Attributes section of the Company module (Company → Setup → Attributes → Inventory).
Available	A non editable text box that shows whether the Attribute Value is required or not. If the Attribute Value is required it will display "Yes - Required" if it is optional it will display "Yes - Not Required". This value is only editable from the 'Assign Attribute Rules' page (Company → Setup → Attributes → Inventory → Transactions hyperlink).
Value	Identifies the value assigned to the corresponding attribute. Because Attributes are configurable as either Text, List, Date, or Date/Time the data entry is either a text box, lookup, or date picker. The value defaults to blank and is only required if the Attribute's 'Applies' property is set to "Yes - Required" in the Assign Attribute Rules page. Attribute Values for Master Flies are always editable. Attribute Values for transactions are always editable for unposted transactions.

Toolbar Icons	Description
Delete	Deletes the selected line(s) from the transaction. When clicked, you are prompted with the message "Are you sure you want to delete n item(s)? Okay or Cancel". This icon is only enabled for transactions with a Status of 'New'. This toolbar icon is only enabled when the transaction is in a Status of 'New'.
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.
New	Adds new blank row in the grid section to allow for data entry. This toolbar icon is only enabled when the transaction status is New.
Notes
Fields	Description
Checkbox	Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete.
Address 1
Address 2
Address Name
Carrier
City
Country
Exch. Rate - Leg to Transaction
Exch. Table - Leg to Transaction
External Leg ID
External Load ID
Freight Rate
Freight Rate Type
Freight Weight
Frt. Rate UOM
Inverse Exch.
Leg
Leg Currency
Other Charges
Rate Type - Leg to Transaction
Source
State
Surcharge %
Total Frt Amt - Leg Currency
Total Frt Amt - Trans. Currency
Zip