Shipments are used to describe the unique delivery of product on a Sales Order, Sales Return, or Inventory Transfer. A Shipment contains one or more Freight Legs and describes the Items that were/are to be delivered by a single Carrier, on a single Date, and most often (but not always) shipped from the same Site. 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
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. |
| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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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. Notes are used throughout the application to add additional details to Master Files and Transactions. Transactions and Master Files that support Notes store the text of the note in one or more 'Note Types' as a way to classify/organize notes. |
| Opens the Print dialog, showing any applicable printable reports to be printed, downloaded, and/or emailed. | |
Save Save & Close | Either saves your changes and closes the page or saves your changes and leaves you on the page.
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The bolded view is the default view, which will determine the view will automatically display in when opened. Home Tab
| Fields | Description |
|---|---|
| Addtl. Gross Wt. | 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 |
| Currency | Identifies the Currency assigned to the transaction. 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. The Currency identifies the kind of money used for transactions. For example, if a Customer or Vendor is setup with a Currency of "USD" then all transactions for them are stated in terms of US Dollars and all payments received or made must be in US Dollars. Database Field: ERPx_ARCustomer.CurrencyID |
| 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' 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'. Freight Terms are used to describe the contract terms between the shipper and receiver or product. They can be assigned to Inventory Transfer and Sales Order Shipments. These can print on transaction documents but do not drive an other functionality. This lookup contains a list of all 'Active' Freight Terms. Database Fields: ERPx_SOFreightTerms.Name, ERPx_LMLoadTransaction.SOFreightTermsEN |
| 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 Wt., Tare Wt., Shipping Wt. and Total 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 Preferences page. This field is always editable while the associated transaction is in a Status less than 'Approved'. A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext. This lookup contains all 'Active' Weight UOMs configured on the Units of Measure Master File. Database Field: ERPx_LMLoadHeader.UOMSK |
| Product 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. |
| Shipment | Identifies the unique Shipment ID for the shipment. 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 takes into account the 'Unit Tare Weight' and 'Shipping Weight' properties on the associated Item Record View. 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 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 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. 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 takes into account the 'Unit Tare Weight' and 'Shipping Weight' properties on the associated Item Record View. 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 Wt. | Displays the total weight of the shipment, including any additional gross weight. This is a non-editable text box that is not required. It is calculated as [Shipping Wt.] + [Addtl. Gross Wt.]. This field is for information only, is not editable and is not stored in the database. |
| Transaction | Identifies the unique Transaction ID for each transaction. 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. Sales transaction numbers may be system assigned IDs to differentiate unique transactions. Transaction ID's are unique by the unique combination of 'Document Prefix' + 'Next Document Number'. 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. 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, 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, 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 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 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 |
| Site | Identifies 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. Sites represent Plants, Warehouses, Distribution Centers, or virtual objects that are used to store and/or maintain perpetual inventory balances. 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. 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.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 | 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 → Logistics). |
| 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 → Logistics → 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. |
Page Detail
Items Grid
| Toolbar Icons | Description |
|---|---|
| Delete | Deletes the selected line(s) from the transaction or master file. This toolbar icon is only enabled when the associated transaction is in a Status less than 'Approved'. |
| Excel | Export the contents of the list view 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 only the filtered contents will be exported. |
| New | Adds one new blank line in the grid section to allow for data entry. This toolbar icon is only enabled when the associated transaction is in a Status less than 'Approved'. |
| Notes | Opens the Notes dialog, allowing the user to enter Notes for the selected line item. This toolbar icon is always enabled. Notes are used throughout the application to add additional details to Master Files and Transactions. Transactions and Master Files that support Notes store the text of the note in one or more 'Note Types' as a way to classify/organize 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 | 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'. Address Line 1 typically contains the primary address information such as the street address. 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. 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'. Address Line 2 typically contains secondary address information (e.g. floor, suite or mail stop number) related to Address Line 1. 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. 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'. The Address Name is used to name an Address ID. Database Field: ERPx_LMLoadTransactionLeg.AddressName |
| Carrier | 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 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. 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. 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. 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'. The City identifies the value of 'City' in an address record. 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. 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'. The Country identifies the 'Country' of an address record. 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.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 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 Rate | Identifies the rate used to calculate the Total Freight 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.FreightRate |
| Freight Rate Type | Identifies how the total freight is calculated for the leg. 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 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. This is a non-editable text box that is 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'. A UOM is a quantity used as a standard of measurement. It identifies how much makes up "1" of the measurement. Examples include Bag, Box, Each, Kg, Lb, ext. 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. Database Field: ERPx_LMLoadTransactionLeg.IsInverseExchange |
| Leg | Identifies the sequence of the leg on the shipment. 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.LegSequence |
| Leg Currency | Identifies the currency for the corresponding leg. This is a single-select standard lookup that is required. If missing, the message "Currency is required for all Legs." will be displayed on Save. The field 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'. 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'. 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 currency. This is a non-editable text box that is required. 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 |
| 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.LoadTransactionSourceEN |
| State | Displays the State associated with the address for the corresponding leg. 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'. The State identifies the value of 'State' in an address record. 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'. Database Field: ERPx_LMLoadTransactionLeg.Surcharge |
| 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:
Database Field: ERPx_LMLoadTransactionLeg.TotalFreight |
| Total Frt Amt - Trans. Currency | Identifies 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. |
| Zip | Displays the Zip Code associated with the address for the corresponding leg. This is a text box that is not required. 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'. The Zip identifies the value of 'Zip' (Zip Code) in an address record. Database Field: ERPx_LMLoadTransactionLeg.Zip |
Related Topics
User Guide: Sales Order Shipment