Carriers List View: Inventory
- Tatum Garino (Unlicensed)
- Tom Williams
Carriers represent entities that specializes in transporting freight or cargo from one location to another. They can be actual freight companies (i.e. 'UPS' or 'Fed Ex') and/or they can be setup to represent a delivery method (i.e. 'Our Truck', 'Customer Pickup', or 'UPS-Air'). They are used to record the entity that is moving product on Inventory transfers and sales order shipments. The purpose of this page is to add, edit, remove, and activate/inactive these records.
Software Version: 2019.MM.DD and newer
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| Toolbar Icons | Description |
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| Cancel | Cancels the current unsaved changes and returns the view from Edit mode to Read only mode. This toolbar icon is only displayed when the view is in edit mode. |
| Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Edit | Puts the list view in edit mode allowing all editable fields to be modified at one time. To get out of edit mode you must either Cancel or Save your changes. |
| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents 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.
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| 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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| New | Inserts blank lines that allow adding multiple new records. |
| Save | Saves all changes. |
| Fields | Description |
| Checkbox | Used to select one or more records. |
| 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. Linked Database Field: ERPx_SOCarrier.CarrierCode |
| 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 "Blank Carriers are not allowed." 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. Linked Database Field: ERPx_SOCarrier.CarrierName |
| Currency ID | Identifies the 'Currency' that is assigned to the 'Linked AP Vendor'. This is not editable and is only populated for Carriers that have a 'Linked AP Vendor' defined. This will be blank for Carriers without a 'Linked AP Vendor' assigned. Linked Database Field: ERPx_APVendor.CurrencySK |
| 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 is not visible in look ups on transactions and other master files. Linked Database Field: ERPx_SOCarrier.Description |
A text box to add/edit an email address associated with 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 supports multiple email addresses if they are separated by a " ; ". This field must be <= 1,000 characters. This is informational only and is 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. Linked Database Field: ERPx_SOCarrier.Email | |
| Fax | A text box to add/edit a Fax Number associated with 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 <= 30 characters. This is informational only and is 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. Linked Database Field: ERPx_SOCarrier.Fax |
| 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. Linked Database Field: ERPx_SOCarrier.IsInactive |
| Linked AP Vendor | A single select load on demand 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 and a list of all AP Vendors. Linked Database Field: ERPx_SOCarrier.LinkedToVendorSK |
| Phone | A text box to add/edit a Phone Number associated with 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 <= 30 characters. This is informational only and is 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. Linked Database Field: ERPx_SOCarrier.Phone |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.