Export Details

Opens the Export Details Record View for users to document additional shipment details related to exports, including port information and container details.

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Additional Wt.

Displays any additional weight not otherwise already included in the shipment. This would be used to correct the weight if the actual physical weight of the shipment was different from the system generated Product Weight + Tare Weight or to add additional dunnage. 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

Note: This is blank for Inventory Transfer Transactions. 

Database Field: ERPx_ARCustomer.CurrencyID

Freight + Surcharge Amt.

Identifies the sum of the Freight and Surcharge amounts for all shipment legs. This is a non-editable field that is calculated as [Frt. Subtotal] + [Surcharge Amt] for each leg. This is for information only and is not stored in the database.

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 for New Transactions' property 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'.

For Transfer Transactions, this defaults from the 'Default Freight Terms' property on the associated transaction class record. 

This lookup contains a list of all 'Active' Freight Terms.

Database Fields: ERPx_SOFreightTerms.Name, ERPx_LMLoadTransaction.SOFreightTermsEN

Gross Wt.

Displays the total weight of the shipment. This is a non-editable text box that is calculated as [Shipping Wt.] + [Additional Wt.]. This field is for information only, it is not stored in the database.

Handling Amt.

Identifies the total Handling Amount in the transaction currency for all shipment legs.  This is a non-editable field that is conditionally calculated based on the 'Freight Rate Type':

• If the Handling Rate Type is "Fixed Amt - Gross Wt." or "Fixed Amt - Net Wt.", then it is calculated as [Handling Rate].

• If the Handling Rate Type is "$/UOM - Gross Wt." then it is calculated as [Handling Rate] * [Gross Wt.]  

• If the Handling Rate Type is "$/UOM - Net Wt." then it is calculated as [Handling Rate] * [Net Wt.]

This field is for information only, is not editable and is not stored in the database. 

Net 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.

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 (Net Wt., Tare Wt., Shipping Wt. and Gross 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/Inventory Preferences page. This field is always editable while the associated transaction is in a Status less than 'Approved'.

This lookup contains all 'Active' Weight UOMs configured on the Units of Measure Master File.

Database Field: ERPx_LMLoadHeader.UOMSK

Other Charge Amt.

Identifies the total amount of any additional charge(s) for all shipment legs, in the leg Currency. This is a non editable field and for information only. This field is not stored in the database.

Shipment

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. This field takes into account the 'Shipping Weight' property on the associated Item Record View. 

It is calculated as [Net Wt.] + [Tare Wt.]. 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 (Net Wt., Tare Wt., Shipping Wt. and Gross 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. This field takes into account the 'Unit Tare Weight' property on the associated Item Record View. It is calculated as [Unit Tare Weight from the Item Record View] * [Weight], where Weight is the ordered weight if the 'Show Weight for' field is "Ordered" and allocated weight if the 'Show Weight' for field is "Allocated". 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 Freight

Identifies the Total Freight Amount of all the shipment Legs, in the transaction currency. This is a non-editable field that is calculated as [Freight + Surcharge Amt.] + [Handling Amt.] + [Other Charge Amt.] = [Total Freight] for each leg. The sum of the Total Freight for all the legs represents the amount that will be accrued and/or included on a system generated Freight Purchase Order.

This field is for information only, is not stored in the database.

Transaction

Database Field: ERPx_SOOrderHeader.OrderID

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, but if entered it must be <= 50 characters. 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, but if entered it must be <= 50 characters. 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, but if entered it must be <= 50 characters. 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., but if entered it must be <= 50 characters. 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 person who scheduled the shipment. This is a text box that is not required, but if entered it must be <= 100 characters. 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 Name 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.

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, but if entered it must be <= 50 characters. 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

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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. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system.

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. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system.

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. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system.

Database Field: ERPx_LMLoadTransactionLeg.AddressName

Carrier

Identifies the carrier assigned to the Freight Leg. This is a single-select lookup that is not required for Transfer shipments and is only required for Sales Shipment if the 'Require Carrier for New Transactions' Property on the Transaction Class is set to "Yes". This defaults to the Carrier assigned to the Transaction and is always editable while the 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.

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. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system.

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. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system.

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. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system.

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. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system.

Database Field: ERPx_LMLoadTransactionLeg.ExternalLoadID

Freight + Surcharge Amt.

Identifies the sum of the Freight and Surcharge amounts. This is a non-editable field that is calculated as [Frt. Subtotal] + [Surcharge Amt]. This is for information only and is not stored in the database.

This is used in the formula [Freight + Surcharge Amt.] + [Handling Amt.] + [Other Charge Amt.] = [Total Freight]

Freight Rate

Identifies the rate used to calculate the Freight subtotal 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 freight amount is calculated for the leg. This is a single-select 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

Frt. Subtotal

Identifies the computed Freight Subtotal before any Surcharge amounts. This is a non-editable field that is conditionally calculated based on the 'Freight Rate Type':

• If the Freight Rate Type is "Fixed Amt - Gross Wt." or "Fixed Amt - Net Wt.", then it is calculated as [Freight Rate].

• If the Freight Rate Type is "$/UOM - Gross Wt." then it is calculated as [Freight Rate] * [Gross Wt.]  

• If the Freight Rate Type is "$/UOM - Net Wt." then it is calculated as [Freight Rate] * [Net Wt.]

This field is for information only, is not editable and is not stored in the database.  

This is used in the formula [Frt. Subtotal] + [Surcharge Amt.] = [Freight + Surcharge Amt.]

Gross Wt.

Identifies the Gross 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. 

Database Field: ERPx_LMLoadTransactionLeg.FreightWeight

Handling Amt.

Identifies the total Handling Amount in the transaction currency.  This is a non-editable field that is conditionally calculated based on the 'Freight Rate Type':

• If the Handling Rate Type is "Fixed Amt - Gross Wt." or "Fixed Amt - Net Wt.", then it is calculated as [Handling Rate].

• If the Handling Rate Type is "$/UOM - Gross Wt." then it is calculated as [Handling Rate] * [Gross Wt.]  

• If the Handling Rate Type is "$/UOM - Net Wt." then it is calculated as [Handling Rate] * [Net Wt.]

This field is for information only, is not editable and is not stored in the database. 

This is used in the formula [Freight + Surcharge Amt.] + [Handling Amt.] + [Other Charge Amt.] = [Total Freight]

Handling Rate

Identifies the rate used to calculate the Handling 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.HandlingFee

Handling Rate Type

Identifies how the handling amount is calculated for the leg. This is a single-select lookup that is required. If missing, the message "Handling Rate Type is required when a Handling Rate is entered." 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 HandlingRateType Enumeration Class.

Database Field: ERPx_LMLoadTransactionLeg.HandlingRateTypeEN

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

Database Field: ERPx_LMLoadTransactionLeg.LegSequence

Leg Currency

Identifies the currency for the corresponding leg. This is a single-select lookup that is required. If missing, the message "Currency is required for all Legs." will be displayed on Save. The 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'.

If the transaction class is set to auto generate Freight Pay Purchase Orders and the Leg Currency does not match the Carrier's Linked AP Vendor's currency, the following message will be displayed when trying to post the transaction. “The Leg [LegSequence] Currency [CurrencyID] does not match the Carrier Linked AP Vendor’s Currency ([currencyid]), please update the leg to the Vendor’s Currency.”

Database Field: ERPx_MFCurrency.CurrencyID, ERPx_LMLoadTransactionLeg.CurrencySK

Net Wt.

Identifies the Net 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. 

Database Field: ERPx_LMLoadTransactionLeg.FreightWeight

Other Charge Amt.

Identifies the total amount of any additional charge(s), in the Leg Currency. 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'. 

This is used in the formula [Freight + Surcharge Amt.] + [Handling Amt.] + [Other Charge Amt.] = [Total Freight]

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, but if entered it must be <= 30 characters. It defaults as blank and is always editable while the associated transaction is in a Status less than 'Approved'. This value is blank unless set by an integration record from a 3rd party transportation system.

Database Field: ERPx_LMLoadTransactionLeg.State

Surcharge Amt.

Identifies the total surcharge amount of the Freight Leg, in the transaction currency. This is a non-editable field calculated as [Frt. Subtotal] * [Surcharge Pct.]. This is for information only and is not stored in the database. 

This is used in the formula [Frt. Subtotal] + [Surcharge Amt.] = [Freight + Surcharge Amt.]

Surcharge Pct.

Identifies the surcharge percentage of the Freight 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'.

This is used in the formula [Frt. Subtotal] * [Surcharge Pct.] = [Surcharge Amt.]

Database Field: ERPx_LMLoadTransactionLeg.Surcharge

Total Freight

Identifies the Total Freight Amount of the Leg, in the transaction currency. This is a non-editable field that is calculated as [Freight + Surcharge Amt.] + [Handling Amt.] + [Other Charge Amt.] = [Total Freight]. The sum of the Total Freight for all the legs represents the amount that will be accrued and/or included on a system generated Freight Purchase Order.

This field is for information only, is not stored in the database.

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:

• If the ‘Freight Rate Type’ is a "$/UOM" type: [Freight Weight] * [Freight Rate] * (1+ [Surcharge%]/100) + [Other Charges]

• If the ‘Freight Rate Type’ is a "Fixed Amt." type: [Freight Rate] * (1 + [Surcharge%]/100) + [Other Charges]
  
  

Database Field: ERPx_LMLoadTransactionLeg.TotalFreight

UOM

Identifies the Unit of Measure for the leg freight rate. This is a single-select lookup that is required if the 'Freight Rate Type' 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 $/UOM." will be displayed on Save. When the 'Freight Rate Type' is either "$/UOM – Gross Wt." or "$/UOM – Net Wt", the UOM field defaults to the ‘Order Weight UOM’ in the 'Home' tab of this Record View, otherwise it defaults to blank. It is always editable while the associated transaction is in a Status less than 'Approved'.

This lookup contains all 'Active' Weight UOMs configured on the Units of Measure Master File.