Transfer - Shipment Details
Description: 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.
Header Section
Toolbar
Toolbar Icons | Description |
|---|---|
Export Details | Opens the Export Details record for the corresponding shipment. |
Grid Layout | |
Notes | |
Save |
Home Tab
Field Names | Description |
|---|---|
Addtl. Gross Wt. | This numeric field is for the user to enter an Additional Gross Weight quantity. This field is editable until the transaction is approved. The field is not required. |
Currency | This field defaults to blank and is never editable. |
Freight Terms | This drop-down menu is for the user to select a Freight Terms to the shipment. The menu displays all active Freight Terms configured in the Freight Terms Master File (Sales Order > Freight Terms). This field is editable when the transaction status is New. The field is not required. |
Order Weight UOM | This drop-down is for the user to select the Weight Unit of Measure for the shipment. All items assigned to the shipment will be converted into this unit of measure. The menu displays all weight type units of measures configured in the Units of Measure Master File (Inventory > Units of Measures). The selected Unit of Measure is used as the default UOM for new legs created in the grid section of the shipment record. The field is editable when the transaction status is new and it is required to save the record. |
Product Wt. | Displays the total weight assigned to the shipment. The value is pulled from the transaction record. The field is for informational use only and is never editable. |
Shipment | Displays the ID of the shipment and it defaults to the transaction ID. This field is for informational use only and cannot be edited. |
Shipping Wt. | This field displays the Shipping Weight on the shipment, which is calculated from the Product Weight and the Tare Weight (Product Wt. + Tare Wt.). This field is for informational use only and cannot be edited. |
Show Weight for | This field defaults to Ordered. |
Tare Wt. | This field displays the total Tare Weight assigned to the shipment. This field is for informative use only and is not editable. |
Total Wt. | This field identifies the shipment’s Total Weight. This is calculated from the Shipping Weight and Additional Gross Weight (Shipping Wt. + Addtl. Gross Wt.). This field is for informational use only and cannot be edited. |
Transaction | This field displays the transaction ID of the Transfer transaction. This field is for informational use only and cannot be edited. |
Properties Tab
Property Name | Description |
|---|---|
Carrier arrived at our facility | Displays a date picker field for the user to select a date the carrier arrived at the facility. The field is editable when the transaction status is New. The field is not required. |
Carrier arrived time at our facility | Displays a text box for the user to enter a time the carrier arrived at the facility. The field is editable when the transaction status is New. The field is not required. |
Carrier scheduled time to arrive at our facility | Displays a text box for the user to enter a time the carrier is scheduled to arrive at the facility. This field is editable when the transaction status is New. The field is not required. |
Carrier scheduled time to depart our facility | Displays a text box for the user to enter a time the carrier is scheduled to depart the facility. This field is editable when the transaction status is New. The field is not required. |
Carrier scheduled to arrive at our facility | Displays a date picker field for the user to select a date the carrier is scheduled to arrive at the facility. This field is editable when the transaction status is New. The field is not required. |
Carrier scheduled to depart our facility | Displays a date picker field for the user to select a date the carrier is scheduled to depart the facility. This field is editable when the transaction status is New. The field is not required. |
Driver | Displays a text field for the user to enter the name of the driver assigned to the shipment. This field is editable when the transaction status is New. The field is not required. |
Scheduled By | Displays a text field for the user to enter the name of the employee who scheduled the shipment. This field is editable when the transaction status is New The field is not required. |
Site | Displays the name of the site assigned to the shipment. This site is retrieved from the transaction (From Site) and is for informational use only and never editable. |
Trailer | Displays a text field for the user to enter the details of the trailer assigned to the shipment. This field is editable when the transaction status is New. The field is not required. |
Truck | Displays a drop-down menu for the user to select a truck assigned to the shipment. The drop-down menu displays all active trucks configured for the carrier in the Trucks Master File (Logistics > Trucks). This field is editable when the transaction status is New. The field is not required. |
Attributes Tab
Column Headers | Description |
|---|---|
Attributes | The Attributes displayed are determined by the Attribute Setup and the Assign Attribute Rules. The Attributes can be setup and assigned to the transaction type in the Attributes section of the Company module (Company → Attributes → Logistics). |
Available | This field displays whether or not the attribute is available and required. Only available attributes will be displayed with a 'Yes' followed by whether or not it is a required attribute. Required attribute values must be entered before saving the transaction as Approved or Ready to Post. |
Value | The values in each attribute lookup are determined by the values created for the attribute, as set up in the Attributes setup in the Company module. |