Export Details Record View
- Janice Dannenberg (Unlicensed)
- Tom Williams
Exports are goods produced in one country and sold to buyers in another. The purpose of this page is to document additional shipment details related to exports, including port information and container details. This page may be accessed via the Export Details hyperlink on the 'Shipments' tab of the Sales Transaction Record View, via the Export Details button on the Shipment Details Record View, via the Loads List View or the Load Record View. 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.
Software Version: 2021.06.04 and newer
Page Header
| Toolbar Icons | Description |
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| Cancel | Cancels the current unsaved changes when in edit mode. |
| 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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| Save | Saves the changes made to the record.
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| Help | Opens the online WIKI help page for the current page.
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| Fields | Description |
| Booking # | Identifies the Booking Number associated with the shipment. This is a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <= 100 characters. A Booking Number is the reservation number issued by a carrier or freight forwarder to shippers. Database Field: ERPx_LMLoadHeader.BookingNumber |
| Forwarder | Displays the name/ID of the forwarder that corresponds to the shipment. This is a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <= 100 characters. A Freight Forwarder is a person or firm that arranges to pick up or deliver goods on instructions of a shipper or a consignee, from or to a point by various necessary conveyances and common carriers. Database Field: ERPx_LMLoadHeader.Forwarder |
| Place of Delivery | Identifies the place the shipment was delivered to. This is a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <= 200 characters. Database Field: ERPx_LMLoadHeader.DeliveryPort |
| Place of Delivery Date | Identifies the date the shipment was delivered, formatted from the users 'Date Format' preference. This is a date picker that is not required. It defaults as blank and is always editable. Database Field: ERPx_LMLoadHeader.DeliveryDate |
| Port of Discharge | Identifies the port the shipment was discharged from. This is a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <= 200 characters. Database Field: ERPx_LMLoadHeader.DischargePort |
| Port of Discharge Date | Identifies the date the shipment was discharged from the receiving port, formatted from the users 'Date Format' preference. This is a date picker that is not required. It defaults as blank and is always editable. Database Field: ERPx_LMLoadHeader.DischargeDate |
| Port of Entry | Identifies the port the shipment entered from. This is a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <= 200 characters. Database Field: ERPx_LMLoadHeader.EntryPort |
| Port of Entry Date | Identifies the date the shipment arrived at the receiving port, formatted from the users 'Date Format' preference. This is a date picker that is not required. It defaults as blank and is always editable. Database Field: ERPx_LMLoadHeader.EntryDate |
| Port of Loading | Identifies the port where the shipment was loaded. This is a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <= 200 characters. Database Field: ERPx_LMLoadHeader.LoadingPort |
| Port of Loading Date | Identifies the date the shipment was loaded at the port, formatted from the users 'Date Format' preference. This is a date picker that is not required. It defaults as blank and is always editable. Database Field: ERPx_LMLoadHeader.LoadingDate |
| Shipment | Displays the unique shipment as the shipment ID, Site, and Ship By date. This is a single-select standard lookup that is required. It defaults from the associated shipment that was selected prior to opening this record view. This field is editable as long as the Shipment Load Status has not been posted. This lookup contains a list of non-logistic shipments that have not been posted if the default shipment was a non-logistic shipment. This lookup contains a list of logistic shipments that have not been posted if the default shipment was a logistic shipment. Database Fields: ERPx_LMLoadHeader.LoadID - ERPx_LMLoadHeader.SiteSK - ERPx_LMLoadHeader.ScheduledShipDate |
| Shipping Line | Displays the name/ID of the business that transports the products aboard the ship. This is a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <= 100 characters. Database Field: ERPx_LMLoadHeader.ShippingLine |
| Vessel | Displays the name/ID of the Vessel carrying the shipment. This is a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <= 100 characters. Database Field: ERPx_LMLoadHeader.Vessel |
| Vessel Number | Displays the Vessel Number of the Vessel carrying the shipment. This is a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <= 100 characters. Database Field: ERPx_LMLoadHeader.VesselNumber |
The bolded view is the default view, which will determine the view will automatically display in when opened. Page Details
| Toolbar Icons | Description |
|---|---|
| Delete | Deletes the selected line(s) from the transaction or master file. |
| 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 only the filtered contents will be exported. |
| New | Adds new blank lines in the grid section to allow for data entry. |
| Fields | Description |
| # Pallets | Displays the number of pallets the container contains. This is a numeric text box that is not required. It defaults to "0.00" and is always editable. Database Field: ERPx_LMLoadTransactionContainer.Pallets |
| Base Rate | Displays the base rate amount of the container without items. This is a numeric text box that is not required. It defaults to "0.00" and is always editable. Database Field: ERPx_LMLoadTransactionContainer.Rate |
| Comment | Displays a comment regarding the corresponding container. This is a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <= 100 characters. Database Field: ERPx_LMLoadTransactionContainer.Comment |
| Container | Identifies the container name/ID for the corresponding container line. This is a text box that is required. It defaults as blank and is always editable. If entered, this field must be <= 30 characters. If missing, the message "Blank Containers are not allowed" will be displayed on Save. Database Field: ERPx_LMLoadTransactionContainer.Container |
| Container Tare | Identifies the weight of the container without any contents. This is a numeric text box that is not required. It defaults to "0.00" and is always editable. Database Field: ERPx_LMLoadTransactionContainer.ContainerTare |
| Container Type | Identifies the type of container. This is a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <= 100 characters. Database Field: ERPx_LMLoadTransactionContainer.ContainerType |
| Dunnage | Identifies the weight of the packing material used to protect the contents of the corresponding container line. This is a numeric text box that is not required. It defaults to "0.00" and is always editable. Database Field: ERPx_LMLoadTransactionContainer.Dunnage |
| Sales Amount | Displays the sales amount of the container. This is a numeric text box that is not required. It defaults to "0.00" and is always editable. Database Field: ERPx_LMLoadTransactionContainer.Amount |
| Seal | Displays the type of seal used to close the container. This is a text box that is not required. It defaults as blank and is always editable. If entered, this field must be <= 30 characters. Database Field: ERPx_LMLoadTransactionContainer.Seal |
| Total Weight | Displays the total weight of the container. This is a non-editable text box that is required. It defaults to "0.00" and is calculated as [Weight] + [Container Tare] + [Dunnage]. This field is updated by changing the associated 'Weight', 'Container Tare' or 'Dunnage' fields for the container and saving the record. Database Field: ERPx_LMLoadTransactionContainer.TotalWeight |
| Units | Displays the number of units assigned to the container. This is a numeric text box that is not required. It defaults to "0.00" and is always editable. Database Field: ERPx_LMLoadTransactionContainer.Units |
| Weight | Displays the weight of the container without the container tare or dunnage. This is a numeric text box that is not required. It defaults to "0.00" and is always editable. Database Field: ERPx_LMLoadTransactionContainer.Weight |
Related Topics
User Guide: Sales Order Shipment