Overview

Inventory Transfer Shipment records allow users to record freight cost and other freight details. A journal entry is created for the transfer transaction when freight is assigned to the transaction. The journal entry credits the item’s Transfer Freight Accrual Account and debits the item’s Transfer Freight Expense Account.

Prerequisites

Required Prerequisites

Carriers

Item: Transfer Item Freight Accrual GL Account Setup

Item: Transfer Item Freight Expense GL Account Setup

Optional Prerequisites

Currency Setup

Currency Exchange Rate Setup

Freight Terms

Item Shipping Weight Setup

Item Tare Weight Setup

Logistics Attribute Setup

Truck Setup

Step 1. Opening the Transfer Shipment Record

Inventory Transfer Shipment records can be opened from the corresponding Inventory Transfer transaction record. Open the Transfer record and click Shipment Details header toolbar icon. Note that this toolbar icon is not displayed until at least one line item is assigned to the transaction.

Step 2. Editing the ‘Home’ tab

The Shipment record opens with three tabs and a grid section. The Home tab displays the transaction details and also allows users to select certain Shipment details:

• Shipment: This field displays the Transaction ID. The field is for informational use only and cannot be edited.
• Transaction: This field displays the ID of the transaction the Shipment belongs to. This field is for informational use only and cannot be edited.
• Freight Terms: This field allows users to select the Freight Terms for the Shipment. The drop-down menu displays all Freight Terms configured in the system. This field is not required.
• Order Weight UOM: This field allows users to select the weight unit of measure for the Shipment. Users can select the UOM value from the configured values and clicking Save will convert the ‘Product Wt.’, ‘Tare Wt.’, ‘Shipping Wt.’ and the ‘Total Wt.’ to the selected weight unit of measure. This field is required and a shipment record cannot be saved without the value.
• Show Weight for: This field defaults to Ordered on Transfer Shipments.
• Product Wt.: Displays the total Product Weight of the items assigned to the Shipment. This field is for informational use only and is not editable. The Product Weight for different item type is calculated as following:

• Tare Wt.: Displays the total Tare Weight of the items assigned to the Shipment. This field is for informational use only and is not editable. The Tare Weight for different item types is calculated as following:

• Shipping Wt.: Displays the total Shipping Weight of the items assigned to the Shipment. This field is for informational use only and is not editable. The Shipping Weight is calculated as Product Weight + Tare Weight. 
• Addtl. Gross Wt.: This field allows users to enter an Additional Gross Weight, which is then added to the Total Weight.
• Total Wt.: Displays the Total Weight of the items assigned to the Shipment. This is calculating by summing The Shipping Wt. and the Addtl. Gross Wt. This field is for informational use only and is not editable.

Step 3: Entering Leg Details

Shipping Wt.: Displays the total Shipping Weight of the items assigned to the Shipment. This field is for informational use only and is not editable. The Shipping Weight is calculated as Product Weight + Tare Weight.

• Addtl. Gross Wt.: This field allows users to enter an Additional Gross Weight, which is then added to the Total Weight.
• Total Wt.: Displays the Total Weight of the items assigned to the Shipment. This is calculating by summing The Shipping Wt. and the Addtl. Gross Wt. This field is for informational use only and is not editable.

• By default, each Shipment record is created with one Leg and some of the leg details default from the transaction record. Users can edit the Leg details and also create additional legs in the grid section of the record when the transaction status is New.
• Leg: Identifies the sequence of the leg. The sequence can be changed by dragging and dropping the lines.
• Carrier: Displays the carrier name. Defaults to the transaction carrier but is editable when the transaction status is New.
• Leg Currency: Displays the leg currency. Defaults to the sales order currency but is editable until the shipment is shipped.
• Freight Rate Type: Select a freight calculation method, which determines how the ‘Total Freight Amount’ is calculated. This field is required to calculate the freight amount.
  • $/UOM – Net Wt.
  • $/UOM – Gross Wt.
  • Fixed Amt – Net Wt.
  • Fixed Amt – Gross Wt.
• Frt. Rate UOM: Determines the unit of measure for the freight rate calculation. The UOM defaults to the ‘Order Weight UOM’ selected in the header section, but the field is editable until the shipment is shipped.
• Freight Weight: This field displays the Freight Weight, which is used to calculate the Total Freight Amount. The field displays the ‘Product Wt.’, if the ‘Freight Rate Type’ is ‘$/UOM – Net Wt.’ or ‘Fixed Amt. – Net Wt.’. The field displays the ‘Total Wt.’, if the ‘Freight Rate Type’ is ‘$/UOM – Gross Wt.’ or ‘Fixed Amt. – Gross Wt.’ The field is updated on save and it is for informational use only and cannot be edited.
• Freight Rate: Enter a Freight Rate for the leg. This is used to calculate the ‘Total Freight Amount’. This is required in order to calculate a freight amount.
• Surcharge %: Allows users to enter a surcharge as a percentage. This is added to the ‘Freight Rate’ (Freight Rate * Surcharge %) for the ‘Total Freight Amount’ calculation. This field is not required.
• Other Charges: Allows users to enter an additional charge amount that is added to the ‘Total Freight Amount’ calculation.
• Total Frt Amt – Trans. Currency: Displays the Total Freight Amount assigned to the leg in the transaction currency. This is calculated as the following:
  • Freight Rate Type is $/UOM: Freight Weight * Freight Rate + Surcharge Amount + Other Charges
  • Freight Rate Type is Fixed Amount: Freight Rate + Surcharge Amount + Other Charges

The amount is updated on save and it is for informational use only and cannot be edited.

In a multi-currency scenario users can also add additional columns to the grid section to view e.g. total freight amount in the leg currency or the exchange rate. See Transfer Transaction Shipment Help documentation for more information.

Step 4: Editing the ‘Properties’ tab

The properties tab allows users to enter additional information for the shipment. None of the property fields are required.

• Site: Displays the transaction’s From Site. This field is not editable.
• Scheduled By
• Carrier scheduled to arrive at our facility
• Carrier scheduled time to arrive at our facility
• Carrier arrived time at our facility
• Carrier scheduled time to depart our facility
• Truck: Displays a drop-down list to select a truck configured in the Logistics module for the carrier.
• Driver
• Trailer

Step 5: Editing the Attributes tab

Enter user defined attribute. Any attributes marked as required must be entered in order to approve the transaction.

Step 6: Entering the Export Details

Shipments allow users to enter Export Details, but this is not required.

To enter export details, click the ‘Export Details’ toolbar icon. This opens a new Export Details record for the user to enter the following details:

• Booking #
• Forwarder
• Place of Delivery/Date
• Port of Discharge/Date
• Port of Entry/Date
• Port of Leading/Date
• Shipment: This field auto-populates with the Shipment ID – Site and Ship By Date.
• Shipping Line
• Vessel

These fields are not required.

To enter container details, click New from the grid toolbar section and enter the following details:

• # Pallets
• Base Rate
• Comment
• Container
• Container Tare
• Dunnage
• Sales Amount
• Seal
• Total Weight: This field auto-calculates the total weight (Weight + Container Tare + Dunnage) and is not editable.
• Units
• Weight

These fields are not required.

Click Save to save the Export Details record.

Follow the Inventory Transfer transaction Step 2 to finalize the transfer transaction with shipment details.