General Job

General Job

General Job is a flexible job document for multi-leg or combined logistics operations that do not fit a single product type. It can link to Air Shipments, Sea Shipments, Transport Jobs, Warehouse Jobs, and Declarations.

A General Job is used when a shipment involves multiple modes (e.g., sea + transport + customs) and you need a parent job to track the overall flow. It has a Documents tab and optional Milestones tab.

To access General Job, go to:

Home > Logistics > General Job

1. Prerequisites

Before creating a General Job, it is advised to set up the following:

• Logistics Milestone – If using milestones
• Document List Template – For document tracking

2. How to Create a General Job

1. Go to the General Job list, click New.
2. Enter Job Date and select Customer.
3. Add Reference links to Air Shipment, Sea Shipment, Transport Job, Warehouse Job, or Declaration as needed.
4. Add Documents and Milestones if applicable.
5. Save the document.

3. Features

3.1 Documents Tab

The Documents tab allows you to track required documents. Use Populate from Template to load document requirements.

3.2 Integration with Other Jobs

General Job links to child jobs (Air Shipment, Sea Shipment, etc.) for end-to-end visibility.

3.3 Profitability (from GL)

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.

Complete field reference

All fields from DocType General Job 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
section_break_co9p	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 General Job 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 General Job. 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: GEN.######.
Job Open Date (job_open_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_cjac	Column Break	Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
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.
Accounts (accounts_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.
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_zmfn	Column Break	Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Job Number (job_number)	Link	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.
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 Adjustment JE (wip_adjustment_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 Journal Entry (accrual_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.
Accrual Adjustment JE (accrual_adjustment_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.
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.
Sustainability (sustainability_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.
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 Energy Consumption (kWh) (estimated_energy_consumption)	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.
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.

Child table: Job Document (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.
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.
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.
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.

4. Related Topics

• Sea Shipment
• Air Shipment
• Transport Job
• Document Management
• Job Management Module