Carriers List View
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: 2022.10.10 and newer
Page Header
| 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. |
| 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! |
| 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.
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| 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. |
| New |  Opens a new blank record for data entry. |
| 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. |
| 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. |
| Fields | Description |
| Checkbox | Used to select one or more records to perform an action, such as Mass Update, More Actions, or Delete. |
| AP Vendor Name | Identifies the AP Vendor assigned 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 from the 'AP Vendor Name' field on the Properties tab of the Record View. Database Field: ERPx_SOCarrier.LinkedToVendorSK |
| Carrier Code | Identifies the short name or SCAC code assigned to the Carrier. This defaults to blank for new records and is not required. This field is always editable from the 'Carrier Code' field on the Properties tab of the Record View. 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 |
| Carrier Name | Displays the unique identifier assigned to the Carrier. This defaults to blank but is required for all records. This field is always editable from the 'Carrier Name' field on the Properties tab of the Record View. Database Field: ERPx_SOCarrier.CarrierName |
| Currency ID | Identifies the 'Currency' that is assigned to the 'AP Vendor Name'. This only editable from the corresponding AP Vendor's record and is only populated for Carriers that have a 'AP Vendor Name' defined. This will be blank for Carriers without a 'AP Vendor Name' assigned. Database Field: ERPx_APVendor.CurrencySK |
| Description | Identifies the long description for the Carrier record. This defaults to blank for new records and is not required. This field is always editable from the 'Description' field on the Properties tab of the Record View. Database Field: ERPx_SOCarrier.Description |
| Frt PO - Sales | A Yes/No lookup to identify whether or not a "Freight Purchase Order" will be auto generated for this Carrier, from Sales Orders and Sales Returns with a Transaction Class that has also been enabled for Freight Purchase Orders. This defaults to No and is always editable from the Record View. If set to Yes, an AP Vendor Name must also be assigned. Database Field: ERPx_SOCarrier.EnableForSalesFreightPO |
| Frt PO - Xfr | A Yes/No lookup to identify whether or not a "Freight Purchase Order" will be auto generated for this Carrier, from Transfers with a Transaction Class that has also been enabled for Freight Purchase Orders. This defaults to No and is always editable from the Record View. If set to Yes, an AP Vendor Name must also be assigned. Database Field: ERPx_SOCarrier.EnableForTransferFreightPO |
| Inactive | Identifies whether the Carrier is active. This is required and can always be edited from the 'Inactive' field on the 'Properties' tab of the Record view. 'No' values display as blank in the grid. Database Field: ERPx_SOCarrier.IsInactive |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.