Document List Template

Document List Template

Document List Template is a master that defines which documents are required for each product type and context. It is used by the Documents tab to auto-populate document requirements on Bookings, Orders, Shipments, and Jobs.

Each template has a name (e.g., "Air Export Standard", "Sea Import FCL") and applies to a product type (Air Freight, Sea Freight, Transport, Customs, Warehousing, General, Special Projects), applies to (Booking, Shipment/Job, Both), and optionally direction and entry type.

To access Document List Template, go to:

Home > Logistics > Document List Template

1. Prerequisites

Before creating a Document List Template, it is advised to set up the following:

• Logistics Document Type – Master list of document types (CI, PL, BL, AWB, etc.)

2. How to Create a Document List Template

1. Go to the Document List Template list, click New.
2. Enter Template Name (e.g., "Air Export Standard").
3. Select Product Type (Air Freight, Sea Freight, Transport, Customs, Warehousing, General, Special Projects).
4. Select Applies To (Booking, Shipment/Job, Both).
5. Select Direction (Import, Export, Domestic, All) if applicable.
6. Select Entry Type (Direct, Transit, Transshipment, All) if applicable.
7. Check Is Default if this is the default template for this product when no match.
8. Add Document List Template Items – for each required document:
   • Document Type – Link to Logistics Document Type
   • Sequence – Display order
   • Is Mandatory – Required for submission
   • Date Required Basis – ETD, ETA, Booking Date, Job Date, Manual, None
   • Days Offset – Days before/after basis date (e.g., -7 = 7 days before ETD)
9. Save the document.

3. Features

3.1 Template Selection Logic

When a document is opened, the system finds the matching template by product type, applies to, direction, and entry type. The first match wins; otherwise the default template is used.

3.2 Populate from Template

On each supported doctype, the Populate from Template button creates/refreshes document rows from the matching template.

Complete field reference

All fields from DocType Document List Template 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
Template Name (template_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).
Product Type (product_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 Freight, Sea Freight, Transport, Customs, Warehousing, Special Projects, General.
Applies To (applies_to)	Select	Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Booking, Shipment/Job, Both.
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.
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, All.
Entry Type (entry_type)	Select	Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Direct, Transit, Transshipment, ATA Carnet, All.
Default Template (is_default)	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.
Description (section_break_desc)	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.
Description (description)	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.
Document Requirements (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.
Documents (documents)	Table	Purpose: Stores repeating Document List Template 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.

Child table: Document List Template Item (field documents on parent)

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.
Sequence (sequence)	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.
Mandatory (is_mandatory)	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_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 Basis (date_required_basis)	Select	Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: ETD, ETA, Booking Date, Job Date, Manual, None.
Days Offset (days_offset)	Int	From definition: Negative = before basis date, Positive = after 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).
Allow Early Upload (allow_early_upload)	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.
Description (section_break_desc)	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.
Description (description)	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.

4. Related Topics

• Document Management
• Logistics Document Type
• Sea Booking
• Air Booking