Milestone Tracking

Milestone Tracking

Milestone Tracking provides a visual timeline of key operational stages for Jobs, Shipments, and Declarations. It complements the Documents tab by surfacing execution progress in the Milestones tab. Dashboard and Milestones are separate tabs; document alerts are shown in the Dashboard tab.

Milestones are tracked via Job Milestone records linked to the parent document. Each milestone has a status (Planned, Started, Completed) and optional planned/actual start and end dates. The Logistics Milestone master defines which milestones apply to each product type (Sea Freight, Air Freight, Transport, Customs).

To access milestone configuration, go to:

Home > Logistics > Logistics Milestone (master)

1. Prerequisites

Before using Milestone Tracking, it is advised to set up the following:

• Logistics Milestone – Master list of milestones (e.g., SF-GATE-IN, SF-LOADED, AF-DEPARTED)
• Job Milestone is automatically available on supported doctypes

2. How to Use the Milestones Tab

1. Open a supported document (e.g., Air Shipment, Sea Shipment, Transport Job, Declaration).
2. Go to the Milestones tab (Dashboard tab shows status and alerts; Milestones tab shows the milestone flow).
3. The milestone flow is displayed with status indicators (Planned / Started / Completed).
4. Use Capture Actual Start or Capture Actual End on Job Milestone rows to record actual dates.
5. Document alerts (missing, overdue, expiring) are shown at the top of the milestone view when applicable.

2.1 Milestone Flow by Product

Sea Freight: Booking Received → Booking Confirmed → Cargo Not Ready → Pick-Up Scheduled → Gate-In at Port → Customs Clearance (Export) → Loaded on Vessel → Departed → In-Transit → Arrived → Discharged → Customs Clearance (Import) → Available for Pick-Up → Out for Delivery → Delivered → Closed

Air Freight: Similar flow; milestones filtered by air_freight flag.

Transport: Pick-Up → In-Transit → Delivered; milestones filtered by transport flag.

Declaration (Customs): Submitted → Under Review → Customs Clearance (Approved) → Released / Rejected

Warehouse Job: Uses operation-based flow (Start → Received → Putaway → Pick → Release → End) derived from posted operations on job items, not Job Milestone rows.

3. Features

3.1 Job Milestone Fields

• Milestone – Link to Logistics Milestone
• Status – Planned, Started, Completed
• Planned Start, Planned End – Planned dates
• Actual Start, Actual End – Captured via actions

3.2 Supported Doctypes

• Air Shipment
• Sea Booking
• Sea Shipment
• Sea Consolidation
• Transport Job
• Declaration
• Declaration Order

Complete field reference

All fields from DocTypes Job Milestone, Logistics Milestone (subsections below) and their nested child tables, in form order. Columns: Label (field name), Type, Description.

Job Milestone

Label (Field name)	Type	Description
Job Type (job_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.
Job Number (job_number)	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.
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	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.
column_break_vxxu	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_etry	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).

Logistics Milestone

Label (Field name)	Type	Description
Code (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.
Description (description)	Data	Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks).
Icon (icon)	Icon	Purpose: Visual icon for milestones or workspace navigation. What to enter: Pick an icon from the selector.
column_break_rydr	Column Break	Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Air Freight (air_freight)	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.
Sea Freight (sea_freight)	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.
Transport (transport)	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.
Customs (customs)	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.

4. Related Topics

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