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Declaration
github-actions[bot] edited this page Apr 18, 2026
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Declaration is the customs clearance document submitted to customs authorities. It is created from a Declaration Order and inherits parties, commercial invoice data, line items, charges, documents, permits, and exemptions. The Declaration tracks submission, processing, clearance, and billing status.
To access: Home > Customs > Declaration
For customs-related upgrades (status migrations, permit/exemption structure), see Recent Platform Updates.
- Declaration Order – Source order (or create manually)
- Declaration Product Code – Product codes for line items
- CI Charge Code – Charge codes for invoice charges
- Commodity – HS codes and commodity classifications
- Customs Authority – Target authority
- Document List Template – Optional document checklist
- Logistics Milestone – For milestone tracking
- Declaration Date – Date of the declaration
- Sales Quote, Declaration Order – Source links
- Customer – Customer (required)
- Customs Authority – Target authority (required)
- Declaration Type – Import, Export, Transit, Bonded
- Declaration Number – Number assigned by customs (after submission)
- Total Declaration Value – Calculated from commercial invoice line items or invoice total
- Currency, Exchange Rate – Currency for the declaration
- Status – Draft, Submitted, Under Review, Cleared, Released, Rejected, Cancelled
- Customs Broker, Notify Party – Optional parties
- Exporter/Shipper – Link to Shipper
- Importer/Consignee – Link to Consignee
- Transport Mode – How the goods move (sea, air, road, etc.)
Freight legs (air, sea, road) stay linked on the Declaration Order, not repeated on the Declaration. Use the Declaration Order (and Main Job when you use internal jobs) to see which shipment or order this customs work belongs to.
- Vessel/Flight/Vehicle Number – Transport identifier
- Transport Document Number, Transport Document Type – Bill of Lading, Air Waybill, CMR, etc.
- Port of Loading/Entry, Port of Discharge/Exit – UNLOCO ports
- ETD, ETA – Expected departure and arrival
- Container Numbers – Comma-separated list
- Incoterm, Payment Terms, Trade Agreement – Trade terms
- Country of Origin, Country of Destination – Country links
- Priority Level – Normal, Express, Urgent
- Marks and Numbers, Special Instructions – Free text
- External Reference – Reference from external systems
The Commercial Invoice tab holds invoice header data and line items used for customs declaration.
- Invoice No., Supplier, Supplier Name – Invoice identification
- Inv. Date, Payment Date – Dates
- Inv. Importer, Agreed Place, Incoterm Place, Inv. Incoterm – Invoice terms
- Inv. Total Amount, Inv. Currency, Inv. Exchange Rate – Currency and totals
- Inv. Volume, Inv. Gross Weight, Inv. Net Weight, Packages – Quantities
- CIF, FOB, Charges Excl. from ITOT – Financial breakdown
- Settlement Details – Bank account, LC, payment details
-
Commercial Invoice Line Items – Table of items for declaration
- Declaration Product Code – Link to Declaration Product Code (filtered by Importer/Exporter)
- Item, Product Code – Fetched from Declaration Product Code
- Procedure Code, Tariff, Goods Description, Commodity Code, Goods Origin, Preference – Customs classification
- Invoice Qty, Customs Qty, Price – Quantities and pricing
- Gross Weight, Volume, Measurements – Physical details
-
Commercial Invoice Charges – Charge lines (freight, insurance, discounts, etc.)
- Charge Code – Link to CI Charge Code
- Amount, Currency – Charge value
- Incl. in Inv. Lines?, Add to FOB?, VAT Apply, Included in Inv. Amt – Distribution flags
- Distribute By – Weight, Volume, Quantity, Value
- Submission Date, Submission Time – When submitted to customs
- Approval Date – When cleared
- Rejection Date, Rejection Reason – If rejected
- Processing Officer – Customs officer
- Expected Clearance Date, Actual Clearance Date – Clearance dates
- Duty Amount, Tax Amount, Other Charges – Customs charges
- Total Payable – Total amount payable
- Payment Status – Payment status
- Service Level – Link to Logistics Service Level
- SLA Target Date, SLA Status, SLA Target Source, SLA Notes – SLA monitoring
- Permit Requirements – Child table for permit lines (type, authority, dates, status); aligned with data created from the Declaration Order where applicable.
- Exemptions – Child table for exemptions carried from the order or maintained on the declaration.
- Track permits and exemptions for the declaration.
- Charges – Declaration Charges child table
- Supports quantity breaks and weight breaks (unified calculation engine). Each charge row has Estimated Revenue and Estimated Cost (from the Declaration Order; used for WIP and accrual) and Actual Revenue and Actual Cost (calculated on the declaration; used for Sales Invoice and Purchase Invoice when present). Use Recalculate All Charges to refresh actual amounts; estimated amounts are not changed.
- Create Change Request – Add additional charges via Change Request
When Job Number and Company are set, the form displays a Profitability section with revenue, cost, gross profit, WIP, and accrual from the General Ledger. See Job Management Module.
- Milestone Template – Optional template for milestone structure
- Milestones – Declaration Milestone child table
- Visual timeline (Submitted, Under Review, Customs Clearance, Released).
- Use Generate from Template to populate from template.
- Document List Template – Optional template to load document checklist
- Documents – Job Document child table
- Commercial Invoice, Packing List, Bill of Lading, Certificates of Origin, etc.
- Use Populate from Template to load document requirements.
- Track status, date required, and attachments per document.
- Company, Branch, Cost Center, Profit Center – Accounting dimensions
- Job Number, Project – Optional job tracking
- Sales Invoice, Purchase Invoice – Linked invoices
- Fully Invoiced, Date Fully Invoiced – Invoice status
- Fully Paid, Date Fully Paid – Payment status
- Date Sales Invoice Requested / Submitted – Invoice lifecycle
- Date Purchase Invoice Requested / Submitted – Cost invoice lifecycle
- WIP Recognition – Work-in-progress recognition settings (uses Estimated Revenue only)
- Accrual Recognition – Cost accrual settings (uses Estimated Cost only)
- Estimated Revenue, WIP Amount, Recognized Revenue – Revenue tracking
- Estimated Costs, Accrual Amount, Recognized Costs – Cost tracking
- Sales Invoice and Purchase Invoice creation use Actual Revenue and Actual Cost when present and > 0; otherwise they fall back to estimated amounts.
| Status | Description |
|---|---|
| Draft | Declaration is being prepared |
| Submitted | Submitted to customs |
| Under Review | Customs is reviewing |
| Cleared | Approved by customs |
| Released | Cargo released |
| Rejected | Rejected by customs |
| Cancelled | Declaration cancelled |
- Create Declaration from Declaration Order (or manually).
- Set Exporter/Shipper and Importer/Consignee.
- Add Commercial Invoice Line Items – select Declaration Product Code (filtered by importer/exporter); Item, Product Code, Tariff, Goods Description, etc. are auto-filled.
- Add Commercial Invoice Charges – select CI Charge Code.
- Attach documents (Commercial Invoice, Packing List, BL, etc.).
- Add Permits and Exemptions as required.
- Submit to Customs Authority.
- Track milestones (Submitted → Under Review → Released).
- Create Sales Invoice for billing.
- Use Amended From to link an amended declaration to the original.
- Amendments follow the standard Frappe amendment workflow.
All fields from DocType Declaration 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 |
|---|---|---|
Dashboard (dashboard_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
Dashboard (dashboard_html) |
HTML | Purpose: Shows calculated or static HTML (KPIs, dashboards, embedded help, milestone views). What to enter: Nothing to type — content is rendered by the system. |
Details (details_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
section_break_main |
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. |
Amended From (amended_from) |
Link | Purpose: Creates a controlled reference to Declaration 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 Declaration. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
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: CD.#########. |
Declaration Date (declaration_date) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Customer (customer) |
Link | Purpose: Creates a controlled reference to Customer 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 Customer. Create the master first if it does not exist. |
column_break_1 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Declaration Order (declaration_order) |
Link | Purpose: Creates a controlled reference to Declaration Order 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 Declaration Order. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Customs Authority (customs_authority) |
Link | Purpose: Creates a controlled reference to Customs Authority 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 Customs Authority. 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. |
Exchange Rate (exchange_rate) |
Float | From definition: Exchange rate if different from base currency Purpose: Unit rate or ratio used with quantity/UOM in charge calculations. What to enter: Decimal per your pricing rules; respect minimums/maximums on the charge line if shown. |
Status (status) |
Select | From definition: Draft=preparing, Submitted=to customs, Under Review=customs reviewing, Cleared=approved, Released=cargo released Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Draft, Submitted, Under Review, Cleared, Released, Rejected, Cancelled. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Job Status (job_status) |
Select | From definition: Billing/charge lifecycle (same options as Transport Job). Synced from customs Status where possible. Drives Reopen Job / Close Job. Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Draft, Submitted, In Progress, Completed, Closed, Reopened, Cancelled. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
column_break_pemj |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Customs Broker (customs_broker) |
Link | Purpose: Creates a controlled reference to Broker 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 Broker. Create the master first if it does not exist. |
Freight Agent (freight_agent) |
Link | Purpose: Creates a controlled reference to Freight Agent 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 Freight Agent. Create the master first if it does not exist. |
Notify Party (notify_party) |
Link | Purpose: Creates a controlled reference to Customer 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 Customer. Create the master first if it does not exist. |
Notify Party Address (notify_party_address) |
Small Text | Purpose: Short note or identifier where a full Text field is not needed. What to enter: One line of text; keep it brief for list views. |
Customs Details (section_break_customs) |
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. |
Declaration Number (declaration_number) |
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_asec |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Total Declaration Value (declaration_value) |
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. |
Shipment Details (section_break_shipment_type) |
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. |
Exporter/Shipper (exporter_shipper) |
Link | Purpose: Creates a controlled reference to Shipper 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 Shipper. Create the master first if it does not exist. |
Importer/Consignee (importer_consignee) |
Link | Purpose: Creates a controlled reference to Consignee 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 Consignee. Create the master first if it does not exist. |
column_break_knri |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Declaration Type (declaration_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Import, Export, Transit, Bonded. |
Transport Mode (transport_mode) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Sea, Air, Road, Rail, Courier, Post. |
Transport Information (section_break_transport) |
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. |
column_break_transport |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Vessel/Flight/Vehicle Number (vessel_flight_number) |
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). |
Transport Document Number (transport_document_number) |
Data | From definition: Bill of Lading, Air Waybill, CMR, etc. 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). |
Transport Document Type (transport_document_type) |
Link | Purpose: Creates a controlled reference to Transport Document Type 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 Transport Document Type. Create the master first if it does not exist. |
Container Numbers (container_numbers) |
Small Text | From definition: Comma-separated list of container numbers Purpose: Short note or identifier where a full Text field is not needed. What to enter: One line of text; keep it brief for list views. |
column_break_hyfv |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Port of Loading/Entry (port_of_loading) |
Link | Purpose: Creates a controlled reference to UNLOCO 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 UNLOCO. Create the master first if it does not exist. |
ETD (Expected Departure) (etd) |
Date | Purpose: Planned departure date for planning, cut-offs, and customer communication. What to enter: Pick the expected departure date (local or agreed time zone). |
column_break_erxo |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Port of Discharge/Exit (port_of_discharge) |
Link | Purpose: Creates a controlled reference to UNLOCO 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 UNLOCO. Create the master first if it does not exist. |
ETA (Expected Arrival) (eta) |
Date | Purpose: Planned arrival for routing and consignee readiness. What to enter: Expected arrival date at destination. |
Trade Information (section_break_trade) |
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. |
Incoterm (incoterm) |
Link | Purpose: Creates a controlled reference to Incoterm 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 Incoterm. Create the master first if it does not exist. |
Payment Terms (payment_terms) |
Link | Purpose: Creates a controlled reference to Payment Terms Template 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 Payment Terms Template. Create the master first if it does not exist. |
Trade Agreement/Preference (trade_agreement) |
Data | From definition: e.g., FTA, GSP, etc. 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_trade |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Country of Origin (country_of_origin) |
Link | Purpose: Creates a controlled reference to Country 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 Country. Create the master first if it does not exist. |
Country of Destination (country_of_destination) |
Link | Purpose: Creates a controlled reference to Country 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 Country. Create the master first if it does not exist. |
Priority Level (priority_level) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Normal, Express, Urgent. |
Additional Information (section_break_additional) |
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. |
Marks and Numbers (marks_and_numbers) |
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. |
Special Instructions (special_instructions) |
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. |
column_break_additional |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
External Reference Number (external_reference) |
Data | From definition: Reference from external systems or customs authority 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). |
Commercial Invoice (commercial_invoice_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
section_break_commercial_invoice_headers |
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. |
Invoice No. (invoice_no) |
Data | Purpose: Carrier, customs, or commercial reference printed on transport or customs documents. What to enter: The exact identifier from the MAWB/HAWB, B/L, container interchange, or tax invoice. |
Exporter (exporter) |
Link | Purpose: Creates a controlled reference to Shipper 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 Shipper. Create the master first if it does not exist. |
Exporter Name (exporter_name) |
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). Behaviour: Auto-filled from exporter.shipper_name when the link/source changes — verify after edits. |
Inv. Date (inv_date) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Payment Date (payment_date) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
column_break_quah |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Importer (inv_importer) |
Link | Purpose: Creates a controlled reference to Consignee 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 Consignee. Create the master first if it does not exist. |
Importer Name (importer_name) |
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). Behaviour: Auto-filled from inv_importer.consignee_name when the link/source changes — verify after edits. |
Agreed Place (agreed_place) |
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). |
Incoterm Place (incoterm_place) |
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). |
Incoterm (inv_incoterm) |
Link | Purpose: Creates a controlled reference to Incoterm 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 Incoterm. Create the master first if it does not exist. |
column_break_zsjh |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Currency (inv_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. |
Invoice Total (inv_total_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 inv_currency on this form (or company default). |
Exchange Rate (inv_exchange_rate) |
Float | Purpose: Unit rate or ratio used with quantity/UOM in charge calculations. What to enter: Decimal per your pricing rules; respect minimums/maximums on the charge line if shown. |
Balance (balance) |
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). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Invoice Details (invoice_details_section) |
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. |
column_break_inv_headers |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Volume (inv_volume) |
Float | Purpose: Volume for chargeable calculations and vessel/air capacity. What to enter: Decimal cubic measure per your label (e.g. CBM). |
Volume UOM (inv_volume_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. |
Inv. Gross Weight (inv_gross_weight) |
Float | Purpose: Mass for rating, load planning, and DG limits. What to enter: Numeric weight; unit is implied by the label (often kg) — match company standard. |
Inv. Gross Weight UOM (inv_gross_weight_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. |
Inv. Net Weight (inv_net_weight) |
Float | Purpose: Mass for rating, load planning, and DG limits. What to enter: Numeric weight; unit is implied by the label (often kg) — match company standard. |
Inv. Net Weight UOM (inv_net_weight_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. |
Packages (packages) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Packages UOM (packages_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. |
column_break_inv_financial |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
CIF (cif) |
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). |
FOB (fob) |
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). |
Charges excl. from ITOT (charges_excl_from_itot) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
Expected Invoice Line Total (expected_invoice_line_total) |
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). |
column_break_fevp |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Bill (bill) |
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). |
Group Invoice (group_invoice) |
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). |
Seq. # (seq_no) |
Int | Purpose: Sort order or sequence number for lists and templates. What to enter: Whole number; lower usually appears first unless the form states otherwise. |
Remarks (remarks) |
Small Text | Purpose: Short note or identifier where a full Text field is not needed. What to enter: One line of text; keep it brief for list views. |
Settlement Details (settlement_details_section) |
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. |
column_break_inv_bank |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Exporters Bank Account No (exporters_bank_account_no) |
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). |
Exporters Bank Name (exporters_bank_name) |
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). |
Exporters Bank SWIFT Code (exporters_bank_swift_code) |
Data | Purpose: Short stable code for lists, integrations, and EDI (often uppercase). What to enter: Unique code within this master; match what customs, carriers, or APIs expect. |
column_break_inv_lc |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Letter of Credit Number (letter_of_credit_number) |
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). |
Letter of Credit Date (letter_of_credit_date) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
LC Ex Rate (lc_ex_rate) |
Float | Purpose: Unit rate or ratio used with quantity/UOM in charge calculations. What to enter: Decimal per your pricing rules; respect minimums/maximums on the charge line if shown. |
column_break_lirr |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Payment # (payment_number) |
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). |
Currency (payment_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. |
Payment Amount (payment_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 payment_currency on this form (or company default). |
Payment Ex Rate (payment_ex_rate) |
Float | Purpose: Unit rate or ratio used with quantity/UOM in charge calculations. What to enter: Decimal per your pricing rules; respect minimums/maximums on the charge line if shown. |
Invoice Charges (section_break_invoice_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. |
Invoice Charges (commercial_invoice_charges) |
Table | Purpose: Stores repeating Commercial Invoice Charges 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. |
Processing Information (section_break_processing) |
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. |
Submission Date (submission_date) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Submission Time (submission_time) |
Time | Purpose: Clock time for shifts, gate hours, or cut-off times without a full date. What to enter: Time only (HH:MM or per ERPNext control). |
Approval Date (approval_date) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
column_break_processing |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Rejection Date (rejection_date) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Rejection Reason (rejection_reason) |
Small Text | Purpose: Short note or identifier where a full Text field is not needed. What to enter: One line of text; keep it brief for list views. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Processing Officer (processing_officer) |
Link | Purpose: Creates a controlled reference to User 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 User. Create the master first if it does not exist. |
Expected Clearance Date (expected_clearance_date) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Actual Clearance Date (actual_clearance_date) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Financial Information (section_break_financial) |
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. |
Duty Amount (duty_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). |
Tax Amount (tax_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). |
Other Charges (other_charges) |
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). |
column_break_financial |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Total Payable (total_payable) |
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. |
Payment Status (payment_status) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Pending, Partially Paid, Paid, Overdue. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
SLA Monitoring (sla_section) |
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. |
SLA Target Date (sla_target_date) |
Datetime | Purpose: Exact timestamp for events, SLAs, or audit (more precise than Date alone). What to enter: Pick date and time; use the time zone your process expects (often local site). |
SLA Status (sla_status) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: On Track, At Risk, Breached, Not Applicable. |
SLA Target Source (sla_target_source) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: From Service Level, Manual. |
column_break_sla |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
SLA Notes (sla_notes) |
Text | Purpose: Multi-line narrative (instructions, clauses, template text). What to enter: Free text across multiple lines; use line breaks where helpful. |
Line Items (section_break_line_items) |
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. |
Line Items (commercial_invoice_line_items) |
Table | Purpose: Stores repeating Commercial Invoice Line Item 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. |
Documents (documents_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
Document Checklist (documents_section) |
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. |
Document Summary (documents_html) |
HTML | Purpose: Shows calculated or static HTML (KPIs, dashboards, embedded help, milestone views). What to enter: Nothing to type — content is rendered by the system. |
Document Template (document_list_template) |
Link | From definition: Override default template. Leave empty to use product default. Purpose: Creates a controlled reference to Document List Template 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 Document List Template. Create the master first if it does not exist. |
Documents (documents) |
Table | Purpose: Stores repeating Job Document 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. |
Permits and Exemptions (permits_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
Permit Requirements (permits_section) |
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. |
Permit Requirements (permit_requirements) |
Table | Purpose: Stores repeating Permit Requirement 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. |
Declaration Exemptions (exemptions_section) |
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. |
Exemptions (exemptions) |
Table | Purpose: Stores repeating Declaration Exemption 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. |
Milestones (milestones_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
Milestones (section_break_milestones) |
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. |
Milestone View (milestone_html) |
HTML | Purpose: Shows calculated or static HTML (KPIs, dashboards, embedded help, milestone views). What to enter: Nothing to type — content is rendered by the system. |
Milestone Template (milestone_template) |
Link | From definition: Optional. Leave blank to use default template for this product type. Purpose: Creates a controlled reference to Milestone Template 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 Milestone Template. Create the master first if it does not exist. |
Milestones (milestones) |
Table | Purpose: Stores repeating Declaration Milestone 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. |
Charges (charges_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
column_break_logistics_reps |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Company (company) |
Link | Purpose: Creates a controlled reference to Company 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 Company. Create the master first if it does not exist. |
Branch (branch) |
Link | Purpose: Creates a controlled reference to Branch 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 Branch. Create the master first if it does not exist. |
Cost Center (cost_center) |
Link | Purpose: Creates a controlled reference to Cost Center 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 Cost Center. Create the master first if it does not exist. |
Profit Center (profit_center) |
Link | Purpose: Creates a controlled reference to Profit Center 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 Profit Center. Create the master first if it does not exist. |
column_break_accounts |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Project (project) |
Link | From definition: ERPNext Project for Special Projects integration Purpose: Creates a controlled reference to Project 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 Project. Create the master first if it does not exist. |
Job Number (job_number) |
Link | From definition: This will be used when posting financial transactions to this declaration. Purpose: Creates a controlled reference to Job Number 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 Job Number. Create the master first if it does not exist. |
column_break_yhuu |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Sales Rep (sales_rep) |
Link |
Purpose: Creates a controlled reference to Employee 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 Employee. Create the master first if it does not exist. Behaviour: Auto-filled from declaration_order.sales_rep when the link/source changes — verify after edits. |
Operations Rep (operations_rep) |
Link |
Purpose: Creates a controlled reference to Employee 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 Employee. Create the master first if it does not exist. Behaviour: Auto-filled from declaration_order.operations_rep when the link/source changes — verify after edits. |
Customer Service Rep (customer_service_rep) |
Link |
Purpose: Creates a controlled reference to Employee 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 Employee. Create the master first if it does not exist. Behaviour: Auto-filled from declaration_order.customer_service_rep when the link/source changes — verify after edits. |
Charges Locked (charges_locked) |
Check | From definition: Legacy. Charge lock uses Job Status (Completed/Closed). Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
Charges Reopen Mode (charges_reopen_mode) |
Check | From definition: Internal: set after Reopen Job; cleared with Close Job. Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. Behaviour: Hidden in default layout; may still be set by import, API, or script. |
Charges (charges_section) |
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 | From definition: New charges must be added via Create Change Request. You can still adjust Estimated Revenue and Estimated Cost on existing lines. Purpose: Stores repeating Declaration Charges 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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Profitability (from GL) (profitability_section_break) |
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. |
Revenue, Cost, Profit, WIP, Accrual (profitability_section_html) |
HTML | Purpose: Shows calculated or static HTML (KPIs, dashboards, embedded help, milestone views). What to enter: Nothing to type — content is rendered by the system. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Revenue & Cost Recognition (recognition_section) |
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. |
Enable WIP Recognition (wip_recognition_enabled) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Enable Accrual Recognition (accrual_recognition_enabled) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Applicable Recognition Policy (recognition_policy_reference) |
Small Text | From definition: Matched policy + parameter row for this job. Purpose: Short note or identifier where a full Text field is not needed. What to enter: One line of text; keep it brief for list views. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Recognition Date Basis (recognition_date_basis) |
Select | From definition: From policy (single basis for WIP and accrual). Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: ATA, ATD, Job Booking Date, Job Creation, User Specified. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Recognition Date (recognition_date) |
Date | From definition: Posting date for WIP and accrual. Editable when basis is User Specified. Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
column_break_recognition |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Estimated Revenue (estimated_revenue) |
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. |
WIP Amount (wip_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. |
Recognized Revenue (recognized_revenue) |
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. |
WIP Journal Entry (wip_journal_entry) |
Link | Purpose: Creates a controlled reference to Journal Entry 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 Journal Entry. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
WIP Closed (wip_closed) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
column_break_accrual |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Estimated Costs (estimated_costs) |
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. |
Accrual Amount (accrual_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. |
Recognized Costs (recognized_costs) |
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. |
Accrual Closed (accrual_closed) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Job Details (section_break_puec) |
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. |
Main Service (is_main_service) |
Check | From definition: Primary operational job for this Sales Quote leg: when Separate Billings per Service Type is off, quote charges from all service types can roll into this document. Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
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. |
column_break_quote_ref |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Internal Job (is_internal_job) |
Check | From definition: Set when created from Sales Quote for a leg with no charges for this service; revenue = cost of Main Job, cost as per tariff. Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
Main Job Type (main_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: Air Shipment, Sea Shipment, Transport Job, Declaration. |
Main Job (main_job) |
Dynamic Link | Purpose: References another document whose DocType is chosen in field main_job_type (same pattern as ERPNext Dynamic Link). What to enter: First set the DocType field, then pick the document name for that type. |
Internal Jobs (internal_job_details_section) |
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. |
Internal Jobs (internal_job_details) |
Table | Purpose: Stores repeating Internal Job Detail 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. |
More Info (more_info_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
Notes (notes_section) |
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. |
Internal Notes (internal_notes) |
Text Editor | Purpose: Field type Text Editor — stores or displays data per Frappe standard behaviour. What to enter: Enter or select a value appropriate to the label; see ERPNext docs for this field type if unsure. |
column_break_kasq |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
External Notes (external_notes) |
Text Editor | Purpose: Field type Text Editor — stores or displays data per Frappe standard behaviour. What to enter: Enter or select a value appropriate to the label; see ERPNext docs for this field type if unsure. |
Sustainability Metrics (sustainability_section) |
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. |
Estimated Paper Usage (pages) (estimated_paper_usage) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Estimated Carbon Footprint (kg CO2e) (estimated_carbon_footprint) |
Float | Purpose: Mass for rating, load planning, and DG limits. What to enter: Numeric weight; unit is implied by the label (often kg) — match company standard. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
column_break_sustainability |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Sustainability Notes (sustainability_notes) |
Text | Purpose: Multi-line narrative (instructions, clauses, template text). What to enter: Free text across multiple lines; use line breaks where helpful. |
Connections (connections_tab) |
Tab Break | Purpose: Organises the form into tabs so related fields are easier to scan and edit. What to enter: No data — click the tab to show or hide its fields. |
Service Level Agreement (section_break_sla) |
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. |
Service Level (service_level) |
Link | Purpose: Creates a controlled reference to Logistics Service Level 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 Logistics Service Level. Create the master first if it does not exist. |
| Label (Field name) | Type | Description |
|---|---|---|
Code (charge_code) |
Link | Purpose: Creates a controlled reference to CI Charge Code 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 CI Charge Code. 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. |
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). |
column_break_1 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Incl. in Inv.Lines? (incl_in_inv_lines) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
Add to FOB? (add_to_fob) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
VAT Apply (vat_apply) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
Included in Inv. Amt (included_in_inv_amt) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
Distribute By (distribute_by) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: WGT: Weight, VOL: Volume, QTY: Quantity, VAL: Value. |
| Label (Field name) | Type | Description |
|---|---|---|
Declaration Product Code (declaration_product_code) |
Link | From definition: Select from Declaration Product Code (filtered by importer/exporter) Purpose: Creates a controlled reference to Declaration Product Code 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 Declaration Product Code. Create the master first if it does not exist. |
Item (item) |
Link | From definition: Fetched from Declaration Product Code 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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Product Code (product_code) |
Data | From definition: Fetched from Declaration Product Code Purpose: Short stable code for lists, integrations, and EDI (often uppercase). What to enter: Unique code within this master; match what customs, carriers, or APIs expect. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Procedure Code (procedure_code) |
Data | Purpose: Short stable code for lists, integrations, and EDI (often uppercase). What to enter: Unique code within this master; match what customs, carriers, or APIs expect. |
Tariff (tariff) |
Link | Purpose: Creates a controlled reference to Customs Tariff Number 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 Customs Tariff Number. Create the master first if it does not exist. |
Goods Description (goods_description) |
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. |
Goods Origin (goods_origin) |
Link | Purpose: Creates a controlled reference to Country 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 Country. Create the master first if it does not exist. |
Preference (preference) |
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). |
Commodity Code (commodity_code) |
Link | Purpose: Creates a controlled reference to Commodity 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 Commodity. Create the master first if it does not exist. |
column_break_1 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Invoice Qty (invoice_qty) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Invoice Qty UOM (invoice_qty_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. |
Customs Qty (customs_qty) |
Float | Purpose: Volume for chargeable calculations and vessel/air capacity. What to enter: Decimal cubic measure per your label (e.g. CBM). |
Customs Qty UOM (customs_qty_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. |
Additional Qty 1 (additional_qty_1) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Additional Qty 1 UOM (additional_qty_1_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. |
Additional Qty 2 (additional_qty_2) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Additional Qty 2 UOM (additional_qty_2_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. |
Additional Qty 3 (additional_qty_3) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Additional Qty 3 UOM (additional_qty_3_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. |
Price (price) |
Currency | Purpose: Money amount in the document’s commercial context (freight, duty, insured value). What to enter: Amount in the currency indicated by field inv_currency on this form (or company default). |
Tax Type Code (tax_type_code) |
Data | Purpose: Short stable code for lists, integrations, and EDI (often uppercase). What to enter: Unique code within this master; match what customs, carriers, or APIs expect. |
Gross Weight (gross_weight) |
Float | Purpose: Mass for rating, load planning, and DG limits. What to enter: Numeric weight; unit is implied by the label (often kg) — match company standard. |
Gross Weight UOM (gross_weight_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. |
Volume (volume) |
Float | Purpose: Volume for chargeable calculations and vessel/air capacity. What to enter: Decimal cubic measure per your label (e.g. CBM). |
Volume UOM (volume_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. |
Measurements (measurements_section) |
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. |
No of Packs (no_of_packs) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Package Type (package_type) |
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). |
Dimension UOM (dimension_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. |
Length (length) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Width (width) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Height (height) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Chargeable Weight (chargeable_weight) |
Float | Purpose: Mass for rating, load planning, and DG limits. What to enter: Numeric weight; unit is implied by the label (often kg) — match company standard. |
Chargeable Weight UOM (chargeable_weight_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. |
Reference No (reference_no) |
Data | Purpose: Carrier, customs, or commercial reference printed on transport or customs documents. What to enter: The exact identifier from the MAWB/HAWB, B/L, container interchange, or tax invoice. |
| Label (Field name) | Type | Description |
|---|---|---|
Document Type (document_type) |
Link | Purpose: Creates a controlled reference to Logistics Document Type 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 Logistics Document Type. Create the master first if it does not exist. |
Document Name (document_name) |
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). Behaviour: Auto-filled from document_type.document_name when the link/source changes — verify after edits. |
Document Number (document_number) |
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). |
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: Pending, Uploaded, Done, Received, Verified, Overdue, Expired, Rejected. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
column_break_1 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Date Required (date_required) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Date Received (date_received) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Date Verified (date_verified) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Expiry Date (expiry_date) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Attachment (attachment_section) |
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. |
Attachment (attachment) |
Attach | Purpose: Stores evidence: B/L, AWB, permits, POD scans, certificates. What to enter: Upload PDF/image from disk or drag-and-drop; use clear filenames; respect max size limits. |
column_break_attachment |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Required (is_required) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
Verified (is_verified) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
Verified By (verified_by) |
Link | Purpose: Creates a controlled reference to User 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 User. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Issued By (issued_by) |
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). |
Overdue Days (overdue_days) |
Int | Purpose: Whole-day offset or SLA duration (e.g. days before ETD, processing days). What to enter: Integer only (no decimals); sign follows your process (negative = before event). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Notes (notes_section) |
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. |
Notes (notes) |
Small Text | Purpose: Short note or identifier where a full Text field is not needed. What to enter: One line of text; keep it brief for list views. |
column_break_meta |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Source (source) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Manual, Fetched. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Created At (created_at) |
Datetime | Purpose: Exact timestamp for events, SLAs, or audit (more precise than Date alone). What to enter: Pick date and time; use the time zone your process expects (often local site). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
| Label (Field name) | Type | Description |
|---|---|---|
Permit Application (permit_application) |
Link | Purpose: Creates a controlled reference to Permit Application 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 Permit Application. Create the master first if it does not exist. |
Permit Type (planned_permit_type) |
Link | From definition: Set on Declaration Order / Declaration before a Permit Application is linked. Copied to Declaration. Default for Create > Permit Application. Purpose: Creates a controlled reference to Permit Type 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 Permit Type. Create the master first if it does not exist. |
Permit Type (permit_type) |
Data | From definition: From linked Permit Application (code). Virtual: evaluated if controller property is absent. 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). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Application Status (status) |
Data | From definition: Workflow status from linked Permit Application. 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). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
column_break_1 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Is Required (is_required) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
Is Obtained (is_obtained) |
Check | From definition: Derived from Permit Application status (Approved / Renewed). Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Required Date (required_date) |
Date | From definition: Target date the permit is required (planning). Copied from Declaration Order. Distinct from application valid-from on the linked Permit Application. Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
column_break_2 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Obtained Date (obtained_date) |
Date | From definition: From Permit Application approval date. Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Expiry Date (expiry_date) |
Date | From definition: From Permit Application valid to. Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Permit Number (permit_number) |
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). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Application Notes (notes) |
Small Text | Purpose: Short note or identifier where a full Text field is not needed. What to enter: One line of text; keep it brief for list views. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
| Label (Field name) | Type | Description |
|---|---|---|
Exemption Certificate (exemption_certificate) |
Link | Purpose: Creates a controlled reference to Exemption Certificate 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 Exemption Certificate. Create the master first if it does not exist. |
Exemption Type (planned_exemption_type) |
Link | From definition: Set on Declaration Order / Declaration before a certificate is linked. Copied to Declaration. Default for Create > Exemption Certificate. Purpose: Creates a controlled reference to Exemption Type 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 Exemption Type. Create the master first if it does not exist. |
Is Required (is_required) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
Required Date (required_date) |
Date | From definition: Target date the exemption/certificate is required (planning). Copied from Declaration Order. Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Type (Certificate) (exemption_type) |
Data | From definition: From linked Exemption Certificate. 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). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Certificate Number (certificate_number) |
Data | From definition: From linked Exemption Certificate. 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). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Exemption Basis (exemption_basis) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Trade Agreement, Certificate, Country, Commodity, Other. |
column_break_1 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Exemption Percentage (exemption_percentage) |
Percent | From definition: Default percentage from Exemption Type on the certificate. Purpose: Percentage for margins, duty rates, or capacity use. What to enter: Numeric percent (often 0–100); confirm whether the form expects whole percent or fraction. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Exempted Duty (exempted_duty) |
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). |
column_break_2 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Exempted Tax (exempted_tax) |
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). |
Exempted Fee (exempted_fee) |
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). |
Total Exempted (total_exempted) |
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. |
Verification (verification_section) |
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. |
Certificate Verified (certificate_verified) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
column_break_verification |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Verification Date (verification_date) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Notes (notes) |
Small Text | Purpose: Short note or identifier where a full Text field is not needed. What to enter: One line of text; keep it brief for list views. |
| Label (Field name) | Type | Description |
|---|---|---|
Milestone (milestone) |
Link | Purpose: Creates a controlled reference to Logistics Milestone 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 Logistics Milestone. Create the master first if it does not exist. |
Status (status) |
Select | From definition: Set by system: Started when Actual Start is set, Completed when Actual End is set. Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Planned, Started, Completed, Delayed. |
column_break_1 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Planned Start (planned_start) |
Datetime | Purpose: Exact timestamp for events, SLAs, or audit (more precise than Date alone). What to enter: Pick date and time; use the time zone your process expects (often local site). |
Planned End (planned_end) |
Datetime | Purpose: Exact timestamp for events, SLAs, or audit (more precise than Date alone). What to enter: Pick date and time; use the time zone your process expects (often local site). |
column_break_2 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Actual Start (actual_start) |
Datetime | Purpose: Exact timestamp for events, SLAs, or audit (more precise than Date alone). What to enter: Pick date and time; use the time zone your process expects (often local site). |
Actual End (actual_end) |
Datetime | Purpose: Exact timestamp for events, SLAs, or audit (more precise than Date alone). What to enter: Pick date and time; use the time zone your process expects (often local site). |
column_break_3 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Source (source) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Manual, Fetched. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Fetched At (fetched_at) |
Datetime | Purpose: Exact timestamp for events, SLAs, or audit (more precise than Date alone). What to enter: Pick date and time; use the time zone your process expects (often local site). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Created At (created_at) |
Datetime | Purpose: Exact timestamp for events, SLAs, or audit (more precise than Date alone). What to enter: Pick date and time; use the time zone your process expects (often local site). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Automation (section_break_automation) |
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. |
Planned Date Basis (automation_planned_date_basis) |
Data | From definition: From Milestone Template: basis for planned_end 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). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Update Trigger (automation_update_trigger_type) |
Data | From definition: From template: None / Date Based / Field Based 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). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Sync Parent Date Field (automation_sync_parent_date_field) |
Data | From definition: Date Based: parent field synced with actual_end 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). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Sync Direction (automation_sync_direction) |
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). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Trigger Field (automation_trigger_field) |
Data | From definition: Field Based: parent field for condition 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). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Trigger Condition (automation_trigger_condition) |
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). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Trigger Value (automation_trigger_value) |
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). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Trigger Action (automation_trigger_action) |
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). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
| Label (Field name) | Type | Description |
|---|---|---|
column_break_other_svc |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Service Type (service_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Air, Sea, Transport, Customs, Warehousing. |
Charge Item (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. |
Charge Name (item_name) |
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). Behaviour: Auto-filled from item_code.item_name when the link/source changes — verify after edits. |
Charge Type (charge_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Margin, Disbursement, Revenue, Cost. |
Charge Category (charge_category) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Freight, Fuel Surcharge, Security Surcharge, War Risk Surcharge, Terminal Handling, Port Charges, Customs Clearance, Documentation, Insurance, Storage, Detention, Demurrage, Other. |
Item Tax Template (item_tax_template) |
Link | Purpose: Creates a controlled reference to Item Tax Template 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 Tax Template. Create the master first if it does not exist. |
Invoice Type (invoice_type) |
Link | Purpose: Creates a controlled reference to Invoice Type 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 Invoice Type. Create the master first if it does not exist. |
column_break_crpu |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Charge Description (charge_description) |
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. Behaviour: Auto-filled from item_code.description when the link/source changes — verify after edits. |
Sales Quote Link (sales_quote_link) |
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. |
Change Request (change_request) |
Link | Purpose: Creates a controlled reference to Change Request 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 Change Request. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Change Request Charge Row (change_request_charge) |
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). Behaviour: Read-only here — value comes from calculation, another field, or workflow. Behaviour: Hidden in default layout; may still be set by import, API, or script. |
Other Services (is_other_service) |
Check |
From definition: Indicates if this charge is linked to an Other Service. This is automatically set from the selected item and cannot be edited. Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. Behaviour: Read-only here — value comes from calculation, another field, or workflow. Behaviour: Auto-filled from item_code.custom_is_other_service when the link/source changes — verify after edits. |
section_break_wicx |
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. |
Revenue (column_break_ruye) |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Bill To (bill_to) |
Link | Purpose: Creates a controlled reference to Customer 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 Customer. Create the master first if it does not exist. |
Selling Currency (selling_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. |
Estimated Revenue (estimated_revenue) |
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). |
Actual Revenue (actual_revenue) |
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). |
Use Tariff in Revenue (use_tariff_in_revenue) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
Revenue Tariff (revenue_tariff) |
Link | Purpose: Creates a controlled reference to Tariff 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 Tariff. Create the master first if it does not exist. |
Cost (column_break_lday) |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Pay To (pay_to) |
Link | Purpose: Creates a controlled reference to Supplier 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 Supplier. Create the master first if it does not exist. |
Buying Currency (buying_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. |
Estimated Cost (estimated_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). |
Actual Cost (actual_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). |
Use Tariff in Cost (use_tariff_in_cost) |
Check | Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled. |
Cost Tariff (cost_tariff) |
Link | Purpose: Creates a controlled reference to Tariff 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 Tariff. Create the master first if it does not exist. |
Revenue & Cost (section_break_calc) |
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. |
Revenue (revenue_column) |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Revenue Calculation Method (revenue_calculation_method) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Per Unit, Fixed Amount, Flat Rate, Base Plus Additional, First Plus Additional, Percentage, Location-based, Weight Break, Qty Break. |
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 Rate (rate) |
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). |
Unit Type (unit_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Distance, Weight, Volume, Package, Piece, Job, Trip, TEU, Container, Operation Time. |
Minimum Quantity (minimum_quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Minimum Unit Rate (minimum_unit_rate) |
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). |
Minimum Charge (minimum_charge) |
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). |
Maximum Charge (maximum_charge) |
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). |
Base Amount (base_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). |
Base Quantity (base_quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Cost (column_break_cost_calc) |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Calculation Method (cost_calculation_method) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Per Unit, Fixed Amount, Flat Rate, Base Plus Additional, First Plus Additional, Percentage, Location-based, Weight Break, Qty Break. |
Quantity (cost_quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
UOM (cost_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 (cost_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 cost_currency on this form (or company default). |
Unit Type (cost_unit_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Distance, Weight, Volume, Package, Piece, Job, Trip, TEU, Container, Operation Time. |
Minimum Quantity (cost_minimum_quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Minimum Unit Rate (cost_minimum_unit_rate) |
Currency | Purpose: Money amount in the document’s commercial context (freight, duty, insured value). What to enter: Amount in the currency indicated by field cost_currency on this form (or company default). |
Minimum Charge (cost_minimum_charge) |
Currency | Purpose: Money amount in the document’s commercial context (freight, duty, insured value). What to enter: Amount in the currency indicated by field cost_currency on this form (or company default). |
Maximum Charge (cost_maximum_charge) |
Currency | Purpose: Money amount in the document’s commercial context (freight, duty, insured value). What to enter: Amount in the currency indicated by field cost_currency on this form (or company default). |
Base Amount (cost_base_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 cost_currency on this form (or company default). |
Base Quantity (cost_base_quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Calculations Notes (section_break_calculation_notes) |
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. |
Revenue Calc Notes (revenue_calc_notes) |
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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
column_break_kzwc |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Cost Calc Notes (cost_calc_notes) |
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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Weight Breaks (calculation_notes_section) |
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. |
Manage Selling Weight Breaks (selling_weight_break) |
Button | Purpose: Runs an action (open a dialog, populate child rows, recalculate, sync from template). What to enter: Click the button; follow prompts. Any data you add is usually stored in other fields or child tables. |
Manage Selling Qty Breaks (selling_qty_break) |
Button | Purpose: Runs an action (open a dialog, populate child rows, recalculate, sync from template). What to enter: Click the button; follow prompts. Any data you add is usually stored in other fields or child tables. |
column_break_calc_notes |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Manage Cost Weight Breaks (cost_weight_break) |
Button | Purpose: Runs an action (open a dialog, populate child rows, recalculate, sync from template). What to enter: Click the button; follow prompts. Any data you add is usually stored in other fields or child tables. |
Manage Cost Qty Breaks (cost_qty_break) |
Button | Purpose: Runs an action (open a dialog, populate child rows, recalculate, sync from template). What to enter: Click the button; follow prompts. Any data you add is usually stored in other fields or child tables. |
Status Information (section_break_status) |
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. |
Sales Invoice (sales_invoice) |
Link | Purpose: Creates a controlled reference to Sales Invoice 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 Invoice. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Revenue Invoice Status (sales_invoice_status) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Not Requested, Requested, Posted, Paid. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
column_break_uheq |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Purchase Invoice (purchase_invoice) |
Link | Purpose: Creates a controlled reference to Purchase Invoice 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 Purchase Invoice. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Cost Invoice Status (purchase_invoice_status) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Not Requested, Requested, Posted, Paid. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
WIP Recognition JE (wip_recognition_journal_entry) |
Link | From definition: Journal Entry that posted WIP for this charge line (if any). Purpose: Creates a controlled reference to Journal Entry 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 Journal Entry. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Accrual Recognition JE (accrual_recognition_journal_entry) |
Link | From definition: Journal Entry that posted cost accrual for this charge line (if any). Purpose: Creates a controlled reference to Journal Entry 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 Journal Entry. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
WIP Adjustment JE (wip_adjustment_journal_entry) |
Link | From definition: Journal Entry that adjusted or reversed WIP for this charge line (if any). Purpose: Creates a controlled reference to Journal Entry 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 Journal Entry. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Accrual Adjustment JE (accrual_adjustment_journal_entry) |
Link | From definition: Journal Entry that adjusted or reversed cost accrual for this charge line (if any). Purpose: Creates a controlled reference to Journal Entry 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 Journal Entry. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Other Services (other_services_section) |
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. |
Other Service Type (other_service_type) |
Link | Purpose: Creates a controlled reference to Other Service 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 Other Service. Create the master first if it does not exist. |
Date Started (date_started) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Date Ended (date_ended) |
Date | Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. |
Reference No (other_service_reference_no) |
Data | Purpose: Carrier, customs, or commercial reference printed on transport or customs documents. What to enter: The exact identifier from the MAWB/HAWB, B/L, container interchange, or tax invoice. |
column_break_riux |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Notes (other_service_notes) |
Small Text | Purpose: Short note or identifier where a full Text field is not needed. What to enter: One line of text; keep it brief for list views. |
| Label (Field name) | Type | Description |
|---|---|---|
Service Type (service_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Air, Sea, Transport, Customs, Warehousing. |
column_break_ident |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
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: Air Booking, Sea Booking, Transport Order, Declaration Order, Inbound Order. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Job No (job_no) |
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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Air Parameters (section_break_air_params) |
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. |
Air House Type (air_house_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Standard House, Co-load Master, Blind Co-load Master, Co-load House, Buyer's Consol Lead, Shipper's Consol Lead, Break Bulk. |
Airline (airline) |
Link | Purpose: Creates a controlled reference to Airline 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 Airline. Create the master first if it does not exist. |
Freight Agent (freight_agent) |
Link | Purpose: Creates a controlled reference to Freight Agent 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 Freight Agent. Create the master first if it does not exist. |
Sea Parameters (section_break_sea_params) |
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. |
Sea House Type (sea_house_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Standard House, Co-load Master, Blind Co-load Master, Co-load House, Buyer's Consol Lead, Shipper's Consol Lead, Break Bulk. |
Freight Agent (freight_agent_sea) |
Link | Purpose: Creates a controlled reference to Freight Agent 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 Freight Agent. Create the master first if it does not exist. |
Shipping Line (shipping_line) |
Link | Purpose: Creates a controlled reference to Shipping Line 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 Shipping Line. Create the master first if it does not exist. |
Transport Mode (transport_mode) |
Link | Purpose: Creates a controlled reference to Transport Mode 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 Transport Mode. Create the master first if it does not exist. Behaviour: Hidden in default layout; may still be set by import, API, or script. |
Common Parameters (section_break_common_params) |
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. |
Load Type (load_type) |
Link | Purpose: Creates a controlled reference to Load Type 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 Load Type. Create the master first if it does not exist. |
Direction (direction) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Import, Export, Domestic. |
Origin Port (origin_port) |
Link | Purpose: Creates a controlled reference to UNLOCO 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 UNLOCO. Create the master first if it does not exist. |
Destination Port (destination_port) |
Link | Purpose: Creates a controlled reference to UNLOCO 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 UNLOCO. Create the master first if it does not exist. |
Transport Parameters (section_break_transport_params) |
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. |
Transport Template (transport_template) |
Link | Purpose: Creates a controlled reference to Transport Template 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 Transport Template. Create the master first if it does not exist. |
Vehicle Type (vehicle_type) |
Link | Purpose: Creates a controlled reference to Vehicle Type 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 Vehicle Type. Create the master first if it does not exist. |
Container Type (container_type) |
Link | Purpose: Creates a controlled reference to Container Type 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 Container Type. Create the master first if it does not exist. |
Container No. (container_no) |
Data | From definition: Sea container number for Transport Order created from Sea Shipment (cargo scoped to this unit). Purpose: Carrier, customs, or commercial reference printed on transport or customs documents. What to enter: The exact identifier from the MAWB/HAWB, B/L, container interchange, or tax invoice. |
column_break_transport |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Location Type (location_type) |
Link | Purpose: Creates a controlled reference to DocType 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 DocType. Create the master first if it does not exist. |
Location From (location_from) |
Dynamic Link | Purpose: References another document whose DocType is chosen in field location_type (same pattern as ERPNext Dynamic Link). What to enter: First set the DocType field, then pick the document name for that type. |
Location To (location_to) |
Dynamic Link | Purpose: References another document whose DocType is chosen in field location_type (same pattern as ERPNext Dynamic Link). What to enter: First set the DocType field, then pick the document name for that type. |
Pick Mode (pick_mode) |
Link | Purpose: Creates a controlled reference to Pick and Drop Mode 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 Pick and Drop Mode. Create the master first if it does not exist. |
Drop Mode (drop_mode) |
Link | Purpose: Creates a controlled reference to Pick and Drop Mode 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 Pick and Drop Mode. Create the master first if it does not exist. |
Customs Parameters (section_break_customs_params) |
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. |
Customs Authority (customs_authority) |
Link | Purpose: Creates a controlled reference to Customs Authority 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 Customs Authority. Create the master first if it does not exist. |
Declaration Type (declaration_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Import, Export, Transit, Bonded. |
Customs Broker (customs_broker) |
Link | Purpose: Creates a controlled reference to Broker 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 Broker. Create the master first if it does not exist. |
Charge Category (customs_charge_category) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Customs Clearance, Documentation, Storage, Other. |
Getting Started
- Getting Started
- Recent Platform Updates
- CargoNext v1 — Release Notes
- CargoNext v1 — Astraea Press Release
- Document Management
- Milestone Tracking
- Customer Portal
Setup and Settings
- Logistics Settings
- Credit Management
- Default Details and Relationships
- Sea Freight Settings
- Air Freight Settings
- Transport Settings
- Warehouse Settings
- Customs Settings
Sea Freight
- Sea Freight Module
- Sea Booking
- Sea Shipment
- Sea Consolidation
- Master Bill
- Shipper
- Consignee
- Container Type
- Container Management
Air Freight
Transport
- Transport Module
- Transport Order
- Transport Job
- Transport Consolidation
- Transport Leg
- Transport Plan
- Run Sheet
- Proof of Delivery
- Transport Template
- Load Type
- Transport Order — Inter-module Field Copy
Customs
Warehousing
- Warehousing Module
- Inbound Order
- Release Order
- Transfer Order
- VAS Order
- Stocktake Order
- Warehouse Job
- Warehouse Contract
- Gate Pass
- Periodic Billing
- Storage Location
- Handling Unit Type
Pricing Center
- Sales Quote
- Sales Quote — Separate Billings and Internal Job
- Change Request
- Sales Quote – Calculation Method
Job Management
- Job Management Module
- Revenue Recognition Policy — Accounts, Dates, and Charges
- Proforma GL Entries
- WIP and Accrual Reversal on Invoicing
Sustainability
Intercompany
Special Projects
Pages
Features
Reports
Glossary