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 (or Dashboard) tab, with document alerts rendered alongside the milestone flow.

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 (or Dashboard tab where milestones are shown).
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 Shipment
• Transport Job
• Declaration
• General Job (optional)

4. Related Topics

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