Carrier Record View
- Emma Greenwood
- Tom Williams
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 |
|---|---|
| Delete |  Deletes the transaction, batch, or master file record. When clicked, users will be prompted with: "Are you sure you want to delete this record?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Help |  Opens the online WIKI help page for the current page. |
| New |
|
| Notes |  Opens the Notes dialog, filtered for the appropriate Note Type(s). From here, users can add, review, or edit Notes associated with the record. This icon is always enabled. |
Save |  Saves the changes made to the record. |
| Save & Close |  Saves your changes and closes the page. |
| Fields | Description |
| Carrier Name | This is a single-select lookup that display the Carrier Name for the Carrier being viewed. Changing this value will reload the page for the associated Carrier. The lookup contains a list of all Carriers. 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. |
Properties Tab
The Properties tab is always visible.
Toolbar Icons | Description |
|---|---|
| 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. |
| 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. |
| Fields | Description |
| General | |
| 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 "Carrier Name is required." 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. Database Field: ERPx_SOCarrier.CarrierName |
| 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 not visible in look ups on transactions and other master files. Database Field: ERPx_SOCarrier.Description |
| 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. Database Field: ERPx_SOCarrier.CarrierCode |
| Inactive | A Yes/No field used to identify if the record is Inactive. If set to "Yes" then the record is Inactive and will not be included in look-ups for transactions or other master files. If set to "No" then the record is Active and can be freely used. This field defaults to "No" and is always editable. This field is only displayed after the record is initially saved. Database Field: ERPx_SOCarrier.IsInactive |
| Freight Matching | |
| AP Vendor Name | A single select lookup to assign the AP Vendor that is paid for deliveries made by the Carrier. This defaults to blank for new records and duplicates are okay. This field is always editable. Once selected, the Vendor Name will be displayed. This is only required if either the 'Enable for Sales Freight Purchase Orders' or 'Enable for Transfer Freight Purchase Orders' property is set to "Yes". The lookup contains a blank value, the current assigned value and a list of all active AP Vendors with a VendorTypeEN = 1. Database Field: ERPx_SOCarrier.LinkedToVendorSK |
| Enable for Sales Freight Purchase Orders | 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. If set to Yes, an AP Vendor Name must also be assigned. Database Field: ERPx_SOCarrier.EnableForSalesFreightPO |
| Enable for Transfer Freight Purchase Orders | 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. If set to Yes, an AP Vendor Name must also be assigned. Database Field: ERPx_SOCarrier.EnableForTransferFreightPO |
Contacts Tab
The Contacts tab is where users can configure Carrier contact information for different contact types. This tab is always visible and editable.
Toolbar Icons | Description |
|---|---|
| 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. |
| 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. |
| Fields | Description |
| Contact Type | Contact Types are used to classify Contacts. This is a non-editable text box to display which department or classification the contact belongs to. Additional Contact Types can only be added by NorthScope support. The contact types available are:
Database Field: ERPx_SOCarrierContact.ContactTypeSK |
Used to record the email address(es) associated with a Contact. This is informational only. This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=1,000 characters. This is always editable. Database Field: ERPx_SOCarrierContact.Email | |
| Fax | Used to record the fax number associated with a Contact. This is informational only. This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable. Database Field: ERPx_SOCarrierContact.Fax |
| Name | Used to record the name associated with a Contact. This is informational only. This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=100 characters. This is always editable. Database Field: ERPx_SOCarrierContact.Name |
| Note | Used to record a note associated with a Contact. This is informational only. This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=500 characters. This is always editable. Database Field: ERPx_SOCarrierContact.Note |
| Phone | Used to record the primary phone number associated with a Contact. This is informational only. This is a text box to assign/edit the value for the Contact. This defaults to blank and is not required. If entered, it must be <=25 characters. This is always editable. Database Field: ERPx_SOCarrierContact.Phone |