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

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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.

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.

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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. Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.
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	Re-queries the contents of the grid/page based on the Search Options or the default values for grids that do not support Search Options. This ONLY re-queries the contents of columns that are currently visible, if you add a new column the contents will be empty until you click 'Refresh' again.
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

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