Logistics Document Type

Logistics Document Type

Logistics Document Type is a master that defines the standard document types used across CargoNext for document tracking. Examples include Commercial Invoice (CI), Packing List (PL), Bill of Lading (BL), Air Waybill (AWB), Certificate of Origin, and Proof of Delivery.

Each document type has a code, name, category (Trade, Transport, Customs, Insurance, DG, Other), typical format (PDF, Image, Excel, Any), and whether it has an expiry date.

To access Logistics Document Type, go to:

Home > Logistics > Logistics Document Type

1. How to Create a Logistics Document Type

1. Go to the Logistics Document Type list, click New.
2. Enter Document Code (e.g., "CI", "PL", "BL").
3. Enter Document Name (e.g., "Commercial Invoice").
4. Select Category (Trade, Transport, Customs, Insurance, Dangerous Goods, Other).
5. Select Typical Format (PDF, Image, Excel, Any).
6. Check Has Expiry if the document has a validity period.
7. Save the document.

2. Standard Document Types (Examples)

• Commercial Invoice (CI)
• Packing List (PL)
• Bill of Lading (BL)
• Air Waybill (AWB)
• Certificate of Origin (COO)
• Export License
• Import License / Permit
• Insurance Certificate
• Phytosanitary Certificate
• Fumigation Certificate
• Dangerous Goods Declaration (DGD)
• Delivery Order (DO)
• CMR / Cargo Manifest
• Proof of Delivery (POD)

Complete field reference

All fields from DocType Logistics Document Type 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
Document Code (document_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.
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).
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.
Category (category)	Select	Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Trade, Transport, Customs, Insurance, Dangerous Goods, Other.
Typical Format (typical_format)	Select	Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: PDF, Image, Excel, Any.
Options (section_break_options)	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.
Has Expiry Date (has_expiry)	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.
Product Specific (is_product_specific)	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_2	Column Break	Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — 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.

3. Related Topics

• Document List Template
• Document Management