Change Request

Change Request

Change Request is a document used to add additional charges to an existing job (Air Shipment, Sea Shipment, Transport Job, Warehouse Job, Declaration). When approved, the charges are applied to the linked job.

To access Change Request, go to:

Home > Pricing Center > Change Request

1. How to Use

1. Open a job (e.g., Air Shipment, Transport Job).
2. Click Create Change Request (from the Additional Charges or custom button).
3. Add charge lines in the Charges child table.
4. Submit the Change Request.
5. Approve the Change Request – charges are applied to the job.
6. Optionally, create a Sales Quote from the Change Request for billing.

2. Supported Job Types

• Air Shipment
• Sea Shipment (via Sea Shipment Charges)
• Transport Job
• Warehouse Job
• Declaration

Complete field reference

All fields from DocType Change Request and nested child tables, in form order (including layout breaks). Columns: Label with technical field name in backticks, Type, and Description (from the DocType definition and standard freight/ERP semantics).

Label (Field name)	Type	Description
Naming Series (naming_series)	Select	Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: CR-.#########.
Job Type (job_type)	Select	Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Transport Job, Warehouse Job, Air Shipment, Sea Shipment, Declaration.
Job (job)	Dynamic Link	Purpose: References another document whose DocType is chosen in field job_type (same pattern as ERPNext Dynamic Link). What to enter: First set the DocType field, then pick the document name for that type.
column_break_cr	Column Break	Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Status (status)	Select	Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Draft, Submitted, Approved, Sales Quote Created.
Charge Items (section_break_charges)	Section Break	Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only.
Charges (charges)	Table	Purpose: Stores repeating Change Request Charge lines (child records) such as packages, charges, legs, or documents. What to enter: Use Add row, fill each line, and remove rows you do not need. Save the parent to persist child rows.
Remarks (section_break_remarks)	Section Break	Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only.
Remarks (remarks)	Long Text	Purpose: Long remarks: cargo description, marks & numbers, special instructions, legal text. What to enter: Enter the full operational or legal wording; paste from external docs if allowed by policy.
Sales Quote (sales_quote)	Link	Purpose: Creates a controlled reference to Sales Quote so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Sales Quote. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow.

Child table: Change Request Charge (field charges on parent)

Label (Field name)	Type	Description
Item Code (item_code)	Link	Purpose: Creates a controlled reference to Item so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Item. Create the master first if it does not exist.
Description (description)	Data	Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks).
column_break_crc	Column Break	Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Quantity (quantity)	Float	Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision.
UOM (uom)	Link	Purpose: Creates a controlled reference to UOM so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing UOM. Create the master first if it does not exist.
Currency (currency)	Link	Purpose: Creates a controlled reference to Currency so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Currency. Create the master first if it does not exist.
Unit Cost (unit_cost)	Currency	Purpose: Money amount in the document’s commercial context (freight, duty, insured value). What to enter: Amount in the currency indicated by field currency on this form (or company default).
Amount (amount)	Currency	Purpose: Money amount in the document’s commercial context (freight, duty, insured value). What to enter: Amount in the currency indicated by field currency on this form (or company default). Behaviour: Read-only here — value comes from calculation, another field, or workflow.
Remarks (remarks)	Text	Purpose: Multi-line narrative (instructions, clauses, template text). What to enter: Free text across multiple lines; use line breaks where helpful.

3. Related Topics

• Sales Quote
• Air Shipment
• Transport Job
• Warehouse Job
• Declaration