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Release Order

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Release Order

Release Order is a transaction that captures warehouse dispatch/release requirements from the customer. It serves as the order document that flows into Warehouse Job for outbound execution (pick, pack, release).

A Release Order records the customer's requirements for releasing cargo from the warehouse, including items, quantities, handling units, dock preferences, and value-added services. It can be created from a Sales Quote or entered directly. Once confirmed, it links to a Warehouse Job for execution.

To access Release Order, go to:

Home > Warehousing > Release Order

1. Prerequisites

Before creating a Release Order, it is advised to set up the following:

  • Warehouse Settings – Warehouses, storage locations, dock doors
  • Warehouse Contract – If billing is contract-based
  • Customer, Items (from ERPNext)
  • Storage Location, Handling Unit Type masters

2. How to Create a Release Order

  1. Go to the Release Order list, click New.
  2. Enter Order Date and select Customer.
  3. Add Items with quantities, handling units, and pick location preferences.
  4. Add Dock preferences if dock scheduling is used.
  5. Add Charges (picking, handling, loading, etc.) as needed.
  6. Save the document.

2.1 Statuses

  • Draft – Order is being prepared
  • Submitted – Order is confirmed (when submittable)
  • Cancelled – Order has been cancelled

3. Features

3.1 Documents Tab

The Documents tab allows you to track required documents (Delivery Order, Commercial Invoice, Packing List, Proof of Delivery, etc.) with status, date required, and attachments. Use Populate from Template to load document requirements.

3.2 Integration with Warehouse Job

Once a Release Order is confirmed, create a Warehouse Job and link it to this order. The job inherits items, quantities, and dock preferences for pick and release operations.

Complete field reference

All fields from DocType Release Order 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_x09b 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 Release Order 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 Release Order. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow.
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: WRO.######.
Order Date (order_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.
Shipper (shipper) Link Purpose: Creates a controlled reference to Shipper 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 Shipper. Create the master first if it does not exist.
Consignee (consignee) Link Purpose: Creates a controlled reference to Consignee 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 Consignee. Create the master first if it does not exist.
column_break_fwfm 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.
Project (project) Link From definition: ERPNext Project for Special Projects integration Purpose: Creates a controlled reference to Project 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 Project. Create the master first if it does not exist.
Contract (contract) Link Purpose: Creates a controlled reference to Warehouse Contract 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 Warehouse Contract. Create the master first if it does not exist.
Cust. Reference (cust_reference) 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_omwr Column Break Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Priority (priority) Select Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Low, Normal, High.
Planned Date (planned_date) 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).
Due Date (due_date) 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).
section_break_qqij 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.
items Table Purpose: Stores repeating Release Order 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.
Connected Documents (section_break_connections) Section Break From definition: Links to the operational source (air, sea, or transport). Used for traceability and to pull parties and schedules from the source job. Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only.
Air Shipment (air_shipment) Link From definition: Ship out via air Purpose: Creates a controlled reference to Air Shipment 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 Air Shipment. Create the master first if it does not exist.
Sea Shipment (sea_shipment) Link From definition: Ship out via sea Purpose: Creates a controlled reference to Sea Shipment 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 Sea Shipment. Create the master first if it does not exist.
Transport Order (transport_order) Link From definition: Ship out via transport Purpose: Creates a controlled reference to Transport Order 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 Transport Order. Create the master first if it does not exist.
Job Details (quote_reference_section) Section Break From definition: Sales Quote and main/internal job hierarchy for billing. Filled from the linked source job when Connected Documents is set. Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only.
Main Service (is_main_service) Check From definition: Primary operational job for this Sales Quote leg: when Separate Billings per Service Type is off, quote charges from all service types can roll into this document. 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.
Sales Quote (sales_quote) Link Purpose: Creates a controlled reference to Sales Quote 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 Sales Quote. Create the master first if it does not exist.
column_break_quote_ref Column Break Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Internal Job (is_internal_job) Check From definition: Set when created from Sales Quote for a leg with no charges for this service; revenue = cost of Main Job, cost as per tariff. 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.
Main Job Type (main_job_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 Shipment, Sea Shipment, Transport Job, Declaration.
Main Job (main_job) Dynamic Link Purpose: References another document whose DocType is chosen in field main_job_type (same pattern as ERPNext Dynamic Link). What to enter: First set the DocType field, then pick the document name for that type.
Internal Jobs (internal_job_details_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.
Internal Jobs (internal_job_details) Table Purpose: Stores repeating Internal Job Detail 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.
Charges (charges_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.
charges Table Purpose: Stores repeating Release Order Charges 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.
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.
Docking (docking_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.
docks Table Purpose: Stores repeating Release Order Dock 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.
Notes (notes_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.
notes Text Editor Purpose: Field type Text Editor — stores or displays data per Frappe standard behaviour. What to enter: Enter or select a value appropriate to the label; see ERPNext docs for this field type if unsure.
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_accounts 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 From definition: For revenue/cost recognition 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.

Child table: Release Order Item (field items on parent)

Label (Field name) Type Description
Item (item) Link Purpose: Creates a controlled reference to Warehouse Item 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 Warehouse Item. Create the master first if it does not exist.
Item Name (item_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 item.item_name when the link/source changes — verify after edits.
UOM (uom) Link Purpose: Creates a controlled reference to UOM 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 UOM. Create the master first if it does not exist. Behaviour: Auto-filled from item.uom when the link/source changes — verify after edits.
Quantity (quantity) Float Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision.
column_break_kjnb Column Break Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
SKU Tracking (sku_tracking) 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. Behaviour: Auto-filled from item.sku_tracking when the link/source changes — verify after edits.
Serial Tracking (serial_tracking) 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. Behaviour: Auto-filled from item.serial_tracking when the link/source changes — verify after edits.
Batch Tracking (batch_tracking) 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. Behaviour: Auto-filled from item.batch_tracking when the link/source changes — verify after edits.
Handling Unit Type (handling_unit_type) Link Purpose: Creates a controlled reference to Handling Unit 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 Handling Unit Type. Create the master first if it does not exist.
Serial No (serial_no) Link Purpose: Creates a controlled reference to Warehouse Serial 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 Warehouse Serial. Create the master first if it does not exist.
Batch No (batch_no) Link Purpose: Creates a controlled reference to Warehouse Batch 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 Warehouse Batch. Create the master first if it does not exist.
Measurements (dimensions_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.
Length (length) Float Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. Behaviour: Auto-filled from item.length when the link/source changes — verify after edits.
Width (width) Float Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. Behaviour: Auto-filled from item.width when the link/source changes — verify after edits.
Height (height) Float Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. Behaviour: Auto-filled from item.height when the link/source changes — verify after edits.
Dimension UOM (dimension_uom) Link Purpose: Creates a controlled reference to UOM 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 UOM. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow.
column_break_drkz Column Break Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Volume (volume) Float Purpose: Volume for chargeable calculations and vessel/air capacity. What to enter: Decimal cubic measure per your label (e.g. CBM).
Volume UOM (volume_uom) Link Purpose: Creates a controlled reference to UOM 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 UOM. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow.
Weight (weight) 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: Auto-filled from item.weight when the link/source changes — verify after edits.
Weight UOM (weight_uom) Link Purpose: Creates a controlled reference to UOM 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 UOM. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow.
Chargeable Weight (chargeable_weight) 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.
Chargeable Weight UOM (chargeable_weight_uom) Link Purpose: Creates a controlled reference to UOM 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 UOM. Create the master first if it does not exist.

Child table: Internal Job Detail (field internal_job_details on parent)

Label (Field name) Type Description
Service Type (service_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, Sea, Transport, Customs, Warehousing.
column_break_ident Column Break Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Job Type (job_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 Booking, Sea Booking, Transport Order, Declaration Order, Inbound Order. Behaviour: Read-only here — value comes from calculation, another field, or workflow.
Job No (job_no) 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. Behaviour: Read-only here — value comes from calculation, another field, or workflow.
Air Parameters (section_break_air_params) 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.
Air House Type (air_house_type) Select Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Standard House, Co-load Master, Blind Co-load Master, Co-load House, Buyer's Consol Lead, Shipper's Consol Lead, Break Bulk.
Airline (airline) Link Purpose: Creates a controlled reference to Airline 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 Airline. Create the master first if it does not exist.
Freight Agent (freight_agent) Link Purpose: Creates a controlled reference to Freight Agent 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 Freight Agent. Create the master first if it does not exist.
Sea Parameters (section_break_sea_params) 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.
Sea House Type (sea_house_type) Select Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Standard House, Co-load Master, Blind Co-load Master, Co-load House, Buyer's Consol Lead, Shipper's Consol Lead, Break Bulk.
Freight Agent (freight_agent_sea) Link Purpose: Creates a controlled reference to Freight Agent 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 Freight Agent. Create the master first if it does not exist.
Shipping Line (shipping_line) Link Purpose: Creates a controlled reference to Shipping Line 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 Shipping Line. Create the master first if it does not exist.
Transport Mode (transport_mode) Link Purpose: Creates a controlled reference to Transport Mode 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 Transport Mode. Create the master first if it does not exist. Behaviour: Hidden in default layout; may still be set by import, API, or script.
Common Parameters (section_break_common_params) 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.
Load Type (load_type) Link Purpose: Creates a controlled reference to Load 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 Load Type. Create the master first if it does not exist.
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.
Origin Port (origin_port) Link Purpose: Creates a controlled reference to UNLOCO 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 UNLOCO. Create the master first if it does not exist.
Destination Port (destination_port) Link Purpose: Creates a controlled reference to UNLOCO 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 UNLOCO. Create the master first if it does not exist.
Transport Parameters (section_break_transport_params) 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.
Transport Template (transport_template) Link Purpose: Creates a controlled reference to Transport 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 Transport Template. Create the master first if it does not exist.
Vehicle Type (vehicle_type) Link Purpose: Creates a controlled reference to Vehicle 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 Vehicle Type. Create the master first if it does not exist.
Container Type (container_type) Link Purpose: Creates a controlled reference to Container 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 Container Type. Create the master first if it does not exist.
Container No. (container_no) Data From definition: Sea container number for Transport Order created from Sea Shipment (cargo scoped to this unit). Purpose: Carrier, customs, or commercial reference printed on transport or customs documents. What to enter: The exact identifier from the MAWB/HAWB, B/L, container interchange, or tax invoice.
column_break_transport Column Break Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Location Type (location_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.
Location From (location_from) Dynamic Link Purpose: References another document whose DocType is chosen in field location_type (same pattern as ERPNext Dynamic Link). What to enter: First set the DocType field, then pick the document name for that type.
Location To (location_to) Dynamic Link Purpose: References another document whose DocType is chosen in field location_type (same pattern as ERPNext Dynamic Link). What to enter: First set the DocType field, then pick the document name for that type.
Pick Mode (pick_mode) Link Purpose: Creates a controlled reference to Pick and Drop Mode 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 Pick and Drop Mode. Create the master first if it does not exist.
Drop Mode (drop_mode) Link Purpose: Creates a controlled reference to Pick and Drop Mode 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 Pick and Drop Mode. Create the master first if it does not exist.
Customs Parameters (section_break_customs_params) 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.
Customs Authority (customs_authority) Link Purpose: Creates a controlled reference to Customs Authority 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 Customs Authority. Create the master first if it does not exist.
Declaration Type (declaration_type) 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, Transit, Bonded.
Customs Broker (customs_broker) Link Purpose: Creates a controlled reference to Broker 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 Broker. Create the master first if it does not exist.
Charge Category (customs_charge_category) Select Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Customs Clearance, Documentation, Storage, Other.

Child table: Release Order Charges (field charges on parent)

Label (Field name) Type Description
Item Code (item_code) Link Purpose: Creates a controlled reference to Item 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 Item. Create the master first if it does not exist.
Charge Type (charge_type) Select Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Margin, Disbursement, Revenue, Cost.
Charge Category (charge_category) Select Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Freight, Fuel Surcharge, Terminal Handling, Customs Clearance, Documentation, Insurance, Storage, Handling, Other.
Item Name (item_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 item_code.item_name when the link/source changes — verify after edits.
UOM (uom) Link Purpose: Creates a controlled reference to UOM 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 UOM. Create the master first if it does not exist.
column_break_xccw Column Break Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Quantity (quantity) Float Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision.
Currency (currency) Link Purpose: Creates a controlled reference to Currency 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 Currency. Create the master first if it does not exist.
Rate (rate) 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).
Total (total) 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.

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. Behaviour: Read-only here — value comes from calculation, another field, or workflow.
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. Behaviour: Read-only here — value comes from calculation, another field, or workflow.
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.

Child table: Release Order Dock (field docks on parent)

Label (Field name) Type Description
Dock Door (dock_door) Link Purpose: Creates a controlled reference to Dock Door 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 Dock Door. Create the master first if it does not exist.
ETA (eta) 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_szbu Column Break Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Transport Company (transport_company) Link Purpose: Creates a controlled reference to Transport 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 Transport Company. Create the master first if it does not exist.
Vehicle Type (vehicle_type) Link Purpose: Creates a controlled reference to Vehicle 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 Vehicle Type. Create the master first if it does not exist.
Plate No (plate_no) 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).
Container Type (container_type) Link Purpose: Creates a controlled reference to Container 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 Container Type. Create the master first if it does not exist.
Container No. (container_no) Data Purpose: Carrier, customs, or commercial reference printed on transport or customs documents. What to enter: The exact identifier from the MAWB/HAWB, B/L, container interchange, or tax invoice.

4. Related Topics

Getting Started

Setup and Settings

Sea Freight

Air Freight

Transport

Customs

Warehousing

Pricing Center

Job Management

Sustainability

Intercompany

Special Projects

Pages

Features

Reports

Glossary

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