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Sea Consolidation
github-actions[bot] edited this page Apr 18, 2026
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Sea Consolidation groups LCL shipments into one container. Produces Master Bill. Access: Home > Sea Freight > Sea Consolidation.
- Sea Booking or Sea Shipment with House Type = Consolidation
All fields from DocType Sea Consolidation 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 |
|---|---|---|
Dashboard (dashboard_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. |
Dashboard (dashboard_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. |
Details (details_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. |
Consolidation Information (consolidation_info_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. |
Amended From (amended_from) |
Link | Purpose: Creates a controlled reference to Sea Consolidation 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 Consolidation. 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: SC-{MM}-{YYYY}-{####}, SC-{YYYY}-{####}, SEA-CONS-{MM}-{YYYY}-{####}. |
Consolidation Date (consolidation_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. |
Consolidation Type (consolidation_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Direct Consolidation, Transit Consolidation, Break-Bulk Consolidation, Multi-Port Consolidation. |
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. |
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: Draft, Planning, In Progress, Ready for Departure, In Transit, Arrived, Delivered, Cancelled. |
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, Urgent. |
Consolidation Agent (consolidation_agent) |
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. |
Route Information (section_break_route) |
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. |
Origin Port (origin_port) |
Link | From definition: Origin port UNLOCO code 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 | From definition: Destination port UNLOCO code 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. |
ETD (Estimated Time of Departure) (etd) |
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_2 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
ETA (Estimated Time of Arrival) (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). |
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. |
Vessel Name (vessel_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). |
Voyage Number (voyage_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). |
Documents (section_break_documents) |
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. |
Master Bill (master_bill) |
Link | Purpose: Creates a controlled reference to Master Bill 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 Master Bill. Create the master first if it does not exist. |
House Bill Prefix (house_bill_prefix) |
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_4 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Customs Declaration (customs_declaration) |
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). |
Export License (export_license) |
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). |
Notes & Instructions (section_break_notes) |
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. |
Consolidation Notes (consolidation_notes) |
Long Text | Purpose: Long remarks: cargo description, marks & numbers, special instructions, legal text. What to enter: Enter the full operational or legal wording; paste from external docs if allowed by policy. |
Special Instructions (special_instructions) |
Long Text | Purpose: Long remarks: cargo description, marks & numbers, special instructions, legal text. What to enter: Enter the full operational or legal wording; paste from external docs if allowed by policy. |
column_break_5 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Quality Control Notes (quality_control_notes) |
Long Text | Purpose: Long remarks: cargo description, marks & numbers, special instructions, legal text. What to enter: Enter the full operational or legal wording; paste from external docs if allowed by policy. |
Handling Requirements (handling_requirements) |
Long Text | Purpose: Long remarks: cargo description, marks & numbers, special instructions, legal text. What to enter: Enter the full operational or legal wording; paste from external docs if allowed by policy. |
Packing & Routing (packing_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. |
Routing Legs (routing_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. |
Routing Legs (consolidation_routes) |
Table | Purpose: Stores repeating Sea Consolidation Routes 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. |
Packages (packages_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. |
Consolidation Packages (consolidation_packages) |
Table | Purpose: Stores repeating Sea Consolidation Packages 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. |
Containers (containers_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. |
Consolidation Containers (consolidation_containers) |
Table | Purpose: Stores repeating Sea Consolidation Containers 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. |
Summary (section_break_summary) |
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. |
Total Containers (total_containers) |
Int | Purpose: Whole number (counts, packages, TEU count, integer quantities). What to enter: Digits only; no decimal point. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Total Packages (total_packages) |
Int | Purpose: Whole number (counts, packages, TEU count, integer quantities). What to enter: Digits only; no decimal point. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Total Weight (total_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: Read-only here — value comes from calculation, another field, or workflow. |
Total Volume (total_volume) |
Float | Purpose: Volume for chargeable calculations and vessel/air capacity. What to enter: Decimal cubic measure per your label (e.g. CBM). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Total Volume UOM (total_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. |
Total Weight UOM (total_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. |
column_break_3 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
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. |
Consolidation Ratio (consolidation_ratio) |
Percent | Purpose: Percentage for margins, duty rates, or capacity use. What to enter: Numeric percent (often 0–100); confirm whether the form expects whole percent or fraction. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Cost per kg (cost_per_kg) |
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. |
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. |
Milestones (milestones_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. |
Milestones (section_break_milestones) |
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. |
Milestone View (milestone_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. |
Milestone Template (milestone_template) |
Link | From definition: Optional. Leave blank to use default template for this product type. Purpose: Creates a controlled reference to Milestone 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 Milestone Template. Create the master first if it does not exist. |
Milestones (milestones) |
Table | Purpose: Stores repeating Sea Consolidation Milestone 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 (tab_charges) |
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. |
Consolidation Charges (consolidation_charges) |
Table | Purpose: Stores repeating Sea Consolidation 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. |
Shipments (tab_attached_jobs) |
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. |
attached_sea_shipments |
Table | Purpose: Stores repeating Sea Consolidation Shipments 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. |
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. |
Job Number (job_number) |
Link | From definition: This will be used when posting financial transactions to this job. 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. |
| Label (Field name) | Type | Description |
|---|---|---|
Route Information (route_info_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. |
Route Type (route_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Direct, Transit, Multi-Port, Charter. |
Origin Port (origin_port) |
Link | From definition: Origin port UNLOCO code 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 | From definition: Destination port UNLOCO code 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. |
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. |
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. |
Vessel Name (vessel_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). |
Voyage Number (voyage_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). |
Timing Information (section_break_timing) |
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. |
ETD (etd) |
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). |
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). |
Transit Days (transit_days) |
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. |
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. |
Connection Days (connection_days) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Capacity Information (section_break_capacity) |
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. |
Container Capacity (container_capacity) |
Int | Purpose: Whole number (counts, packages, TEU count, integer quantities). What to enter: Digits only; no decimal point. |
Cargo Capacity (kg) (cargo_capacity_kg) |
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. |
Cargo Capacity (m³) (cargo_capacity_volume) |
Float | Purpose: Volume for chargeable calculations and vessel/air capacity. What to enter: Decimal cubic measure per your label (e.g. CBM). |
column_break_3 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Utilization % (utilization_percentage) |
Percent | Purpose: Percentage for margins, duty rates, or capacity use. What to enter: Numeric percent (often 0–100); confirm whether the form expects whole percent or fraction. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Available Capacity (kg) (available_capacity_kg) |
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. |
Available Capacity (m³) (available_capacity_volume) |
Float | Purpose: Volume for chargeable calculations and vessel/air capacity. What to enter: Decimal cubic measure per your label (e.g. CBM). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Cost Information (section_break_costs) |
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. |
Base Rate per kg (base_rate_per_kg) |
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). |
Fuel Surcharge Rate (fuel_surcharge_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). |
Security Surcharge Rate (security_surcharge_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). |
column_break_4 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Terminal Handling Charges (terminal_handling_charges) |
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). |
Port Charges (port_charges) |
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 Cost per kg (total_cost_per_kg) |
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. |
Cargo Restrictions (section_break_restrictions) |
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. |
Dangerous Goods Allowed (dangerous_goods_allowed) |
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. |
Refrigerated Cargo Allowed (refrigerated_cargo_allowed) |
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_5 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Oversized Cargo Allowed (oversized_cargo_allowed) |
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. |
Status Information (section_break_status) |
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. |
Route Status (route_status) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Available, Booked, Confirmed, Cancelled, Completed. |
Booking Status (booking_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, Confirmed, Cancelled, Completed. |
column_break_6 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Confirmation Number (confirmation_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). |
Remarks (remarks) |
Long Text | Purpose: Long remarks: cargo description, marks & numbers, special instructions, legal text. What to enter: Enter the full operational or legal wording; paste from external docs if allowed by policy. |
| Label (Field name) | Type | Description |
|---|---|---|
Package Information (package_info_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. |
Package Reference (package_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). |
Sea Shipment (sea_shipment) |
Link | 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. |
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_1 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Package Type (package_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Box, Pallet, Container, Bulk, Other. |
Package Count (package_count) |
Int | Purpose: Whole number (counts, packages, TEU count, integer quantities). What to enter: Digits only; no decimal point. |
Package Weight (kg) (package_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. |
Package Volume (m³) (package_volume) |
Float | Purpose: Volume for chargeable calculations and vessel/air capacity. What to enter: Decimal cubic measure per your label (e.g. CBM). |
Cargo Details (section_break_cargo) |
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. |
Commodity (commodity) |
Link | Purpose: Creates a controlled reference to Commodity 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 Commodity. Create the master first if it does not exist. |
Description (description) |
Long Text | Purpose: Long remarks: cargo description, marks & numbers, special instructions, legal text. What to enter: Enter the full operational or legal wording; paste from external docs if allowed by policy. |
Marks and Numbers (marks_and_numbers) |
Long Text | Purpose: Long remarks: cargo description, marks & numbers, special instructions, legal text. What to enter: Enter the full operational or legal wording; paste from external docs if allowed by policy. |
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. |
Value (value) |
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). |
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. |
Insurance Required (insurance_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. |
Dangerous Goods (section_break_dangerous_goods) |
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. |
Contains Dangerous Goods (contains_dangerous_goods) |
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. |
DG Class (dg_class) |
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). |
UN Number (un_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). |
column_break_3 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Proper Shipping Name (proper_shipping_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). |
Packing Group (packing_group) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: I, II, III. |
Emergency Contact (emergency_contact) |
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). |
Handling Requirements (section_break_handling) |
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. |
Handling Instructions (handling_instructions) |
Long Text | Purpose: Long remarks: cargo description, marks & numbers, special instructions, legal text. What to enter: Enter the full operational or legal wording; paste from external docs if allowed by policy. |
Special Requirements (special_requirements) |
Long Text | Purpose: Long remarks: cargo description, marks & numbers, special instructions, legal text. What to enter: Enter the full operational or legal wording; paste from external docs if allowed by policy. |
column_break_4 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Temperature Controlled (temperature_controlled) |
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. |
Min Temperature (°C) (min_temperature) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Max Temperature (°C) (max_temperature) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Consolidation Status (section_break_status) |
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. |
Consolidation Status (consolidation_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, Accepted, In Transit, Delivered, Exception. |
Position in Consolidation (position_in_consolidation) |
Int | Purpose: Whole number (counts, packages, TEU count, integer quantities). What to enter: Digits only; no decimal point. |
column_break_5 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Check-in Time (check_in_time) |
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). |
Check-out Time (check_out_time) |
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). |
Charges (section_break_charges) |
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. |
Base Charge (base_charge) |
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). |
Weight Charge (weight_charge) |
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). |
Volume Charge (volume_charge) |
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). |
column_break_6 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Surcharges (surcharges) |
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 Charge (total_charge) |
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. |
Cost Allocation % (cost_allocation) |
Percent | Purpose: Percentage for margins, duty rates, or capacity use. What to enter: Numeric percent (often 0–100); confirm whether the form expects whole percent or fraction. |
| Label (Field name) | Type | Description |
|---|---|---|
Container Information (container_info_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. |
Container Number (container_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). |
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. |
Seal Number (seal_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). |
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. |
Size (size) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: 20ft, 40ft, 45ft, Other. |
Mode (mode) |
Link | Purpose: Creates a controlled reference to Freight 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 Freight Mode. Create the master first if it does not exist. |
Delivery Mode (delivery_mode) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: CY/CY, CY/CFS, CFS/CY, CFS/CFS. |
Cargo Information (section_break_cargo) |
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. |
Packages in Container (packages_in_container) |
Int | Purpose: Whole number (counts, packages, TEU count, integer quantities). What to enter: Digits only; no decimal point. |
Weight in Container (kg) (weight_in_container) |
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. |
Volume in Container (m³) (volume_in_container) |
Float | Purpose: Volume for chargeable calculations and vessel/air capacity. What to enter: Decimal cubic measure per your label (e.g. CBM). |
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. |
Max Weight (kg) (max_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: Read-only here — value comes from calculation, another field, or workflow. |
Max Volume (m³) (max_volume) |
Float | Purpose: Volume for chargeable calculations and vessel/air capacity. What to enter: Decimal cubic measure per your label (e.g. CBM). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Utilization % (utilization_percentage) |
Percent | Purpose: Percentage for margins, duty rates, or capacity use. What to enter: Numeric percent (often 0–100); confirm whether the form expects whole percent or fraction. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
| 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. |
| Label (Field name) | Type | Description |
|---|---|---|
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 | From definition: Set by system: Started when Actual Start is set, Completed when Actual End is set. 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, Delayed. |
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. |
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_2 |
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). |
column_break_3 |
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. |
Fetched At (fetched_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. |
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. |
Automation (section_break_automation) |
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. |
Planned Date Basis (automation_planned_date_basis) |
Data | From definition: From Milestone Template: basis for planned_end 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: Read-only here — value comes from calculation, another field, or workflow. |
Update Trigger (automation_update_trigger_type) |
Data | From definition: From template: None / Date Based / Field Based 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: Read-only here — value comes from calculation, another field, or workflow. |
Sync Parent Date Field (automation_sync_parent_date_field) |
Data | From definition: Date Based: parent field synced with actual_end 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: Read-only here — value comes from calculation, another field, or workflow. |
Sync Direction (automation_sync_direction) |
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: Read-only here — value comes from calculation, another field, or workflow. |
Trigger Field (automation_trigger_field) |
Data | From definition: Field Based: parent field for condition 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: Read-only here — value comes from calculation, another field, or workflow. |
Trigger Condition (automation_trigger_condition) |
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: Read-only here — value comes from calculation, another field, or workflow. |
Trigger Value (automation_trigger_value) |
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: Read-only here — value comes from calculation, another field, or workflow. |
Trigger Action (automation_trigger_action) |
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: Read-only here — value comes from calculation, another field, or workflow. |
| Label (Field name) | Type | Description |
|---|---|---|
Charge Item (charge_item) |
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 Name (charge_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 charge_item.item_name when the link/source changes — verify after edits. |
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, Security Surcharge, War Risk Surcharge, Terminal Handling, Port Charges, Customs Clearance, Documentation, Insurance, Storage, Detention, Demurrage, Other. |
Item Tax Template (item_tax_template) |
Link | Purpose: Creates a controlled reference to Item Tax 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 Item Tax Template. Create the master first if it does not exist. |
Invoice Type (invoice_type) |
Link | Purpose: Creates a controlled reference to Invoice 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 Invoice Type. Create the master first if it does not exist. |
column_break_ncht |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Charge Description (charge_description) |
Long Text |
Purpose: Long remarks: cargo description, marks & numbers, special instructions, legal text. What to enter: Enter the full operational or legal wording; paste from external docs if allowed by policy. Behaviour: Auto-filled from charge_item.description when the link/source changes — verify after edits. |
Sales Quote Link (sales_quote_link) |
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. |
section_break_wicx |
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. |
Revenue (column_break_ruye) |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Bill To (bill_to) |
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. |
Selling Currency (selling_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. |
Selling Amount (selling_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). |
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). |
Total Amount (total_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. |
Cost (column_break_lday) |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Pay To (pay_to) |
Link | Purpose: Creates a controlled reference to Supplier 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 Supplier. Create the master first if it does not exist. |
Buying Currency (buying_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. |
Buying Amount (buying_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). |
Estimated Cost (estimated_cost) |
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). |
Calculation Notes (calculation_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. |
Revenue (revenue_calc_notes) |
Long Text | Purpose: Long remarks: cargo description, marks & numbers, special instructions, legal text. What to enter: Enter the full operational or legal wording; paste from external docs if allowed by policy. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Manage Selling Weight Breaks (selling_weight_break) |
Button | Purpose: Runs an action (open a dialog, populate child rows, recalculate, sync from template). What to enter: Click the button; follow prompts. Any data you add is usually stored in other fields or child tables. |
Manage Selling Qty Breaks (selling_qty_break) |
Button | Purpose: Runs an action (open a dialog, populate child rows, recalculate, sync from template). What to enter: Click the button; follow prompts. Any data you add is usually stored in other fields or child tables. |
column_break_calc_notes |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Cost (cost_calc_notes) |
Long Text | Purpose: Long remarks: cargo description, marks & numbers, special instructions, legal text. What to enter: Enter the full operational or legal wording; paste from external docs if allowed by policy. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Manage Cost Weight Breaks (cost_weight_break) |
Button | Purpose: Runs an action (open a dialog, populate child rows, recalculate, sync from template). What to enter: Click the button; follow prompts. Any data you add is usually stored in other fields or child tables. |
Manage Cost Qty Breaks (cost_qty_break) |
Button | Purpose: Runs an action (open a dialog, populate child rows, recalculate, sync from template). What to enter: Click the button; follow prompts. Any data you add is usually stored in other fields or child tables. |
Revenue & Cost (section_break_calc) |
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. |
Revenue (revenue_column) |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Revenue Calculation Method (revenue_calculation_method) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Per Unit, Fixed Amount, Flat Rate, Base Plus Additional, First Plus Additional, Percentage, Location-based, Weight Break, Qty Break. |
Quantity (quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
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. |
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. |
Unit 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). |
Unit Type (unit_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Distance, Weight, Chargeable Weight, Volume, Package, Piece, Job, Trip, TEU, Container, Operation Time. |
Minimum Quantity (minimum_quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Minimum Unit Rate (minimum_unit_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). |
Minimum Charge (minimum_charge) |
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). |
Maximum Charge (maximum_charge) |
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). |
Base Amount (base_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). |
Base Quantity (base_quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Cost (column_break_cost_calc) |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Calculation Method (cost_calculation_method) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Per Unit, Fixed Amount, Flat Rate, Base Plus Additional, First Plus Additional, Percentage, Location-based, Weight Break, Qty Break. |
Quantity (cost_quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
UOM (cost_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. |
Currency (cost_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. |
Unit Cost (unit_cost) |
Currency | Purpose: Money amount in the document’s commercial context (freight, duty, insured value). What to enter: Amount in the currency indicated by field cost_currency on this form (or company default). |
Unit Type (cost_unit_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Distance, Weight, Chargeable Weight, Volume, Package, Piece, Job, Trip, TEU, Container, Operation Time. |
Minimum Quantity (cost_minimum_quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Minimum Unit Rate (cost_minimum_unit_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 cost_currency on this form (or company default). |
Minimum Charge (cost_minimum_charge) |
Currency | Purpose: Money amount in the document’s commercial context (freight, duty, insured value). What to enter: Amount in the currency indicated by field cost_currency on this form (or company default). |
Maximum Charge (cost_maximum_charge) |
Currency | Purpose: Money amount in the document’s commercial context (freight, duty, insured value). What to enter: Amount in the currency indicated by field cost_currency on this form (or company default). |
Base Amount (cost_base_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 cost_currency on this form (or company default). |
Base Quantity (cost_base_quantity) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Cost Allocation (section_break_allocation) |
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. |
Allocation Method (allocation_method) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Equal, Weight-based, Volume-based, Value-based, Custom. |
Allocation % (allocation_percentage) |
Percent | Purpose: Percentage for margins, duty rates, or capacity use. What to enter: Numeric percent (often 0–100); confirm whether the form expects whole percent or fraction. |
column_break_4 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Allocated Amount (allocated_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. |
| Label (Field name) | Type | Description |
|---|---|---|
Job Information (job_info_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. |
Sea Shipment (sea_shipment) |
Link | 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. |
Job Status (job_status) |
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: Read-only here — value comes from calculation, another field, or workflow. |
Booking Date (booking_date) |
Date | Purpose: Commercial booking date for audit trail and document dating. What to enter: Date the booking was made or accepted. 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. |
Shipper (shipper) |
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: Read-only here — value comes from calculation, another field, or workflow. |
Consignee (consignee) |
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: Read-only here — value comes from calculation, another field, or workflow. |
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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. Behaviour: Auto-filled from sea_shipment.origin_port when the link/source changes — verify after edits. |
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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. Behaviour: Auto-filled from sea_shipment.destination_port when the link/source changes — verify after edits. |
Cargo Details (section_break_cargo) |
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. |
Weight (kg) (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: Read-only here — value comes from calculation, another field, or workflow. |
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. |
Volume (m³) (volume) |
Float | Purpose: Volume for chargeable calculations and vessel/air capacity. What to enter: Decimal cubic measure per your label (e.g. CBM). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
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. |
Packs (packs) |
Int | Purpose: Whole number (counts, packages, TEU count, integer quantities). What to enter: Digits only; no decimal point. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
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. |
Value (value) |
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. |
Currency (currency) |
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: Read-only here — value comes from calculation, another field, or workflow. |
Incoterm (incoterm) |
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: Read-only here — value comes from calculation, another field, or workflow. |
Container Information (section_break_containers) |
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. |
Container Count (container_count) |
Int | Purpose: Whole number (counts, packages, TEU count, integer quantities). What to enter: Digits only; no decimal point. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Container Types (container_types) |
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: Read-only here — value comes from calculation, another field, or workflow. |
column_break_3 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Total Containers (total_containers) |
Int | Purpose: Whole number (counts, packages, TEU count, integer quantities). What to enter: Digits only; no decimal point. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Dangerous Goods (section_break_dangerous_goods) |
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. |
Contains Dangerous Goods (contains_dangerous_goods) |
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. |
DG Compliance Status (dg_compliance_status) |
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: Read-only here — value comes from calculation, another field, or workflow. |
column_break_4 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
DG Declaration Complete (dg_declaration_complete) |
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. |
Consolidation Status (section_break_consolidation) |
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. |
Consolidation Status (consolidation_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, Accepted, In Transit, Delivered, Exception. |
Position in Consolidation (position_in_consolidation) |
Int | Purpose: Whole number (counts, packages, TEU count, integer quantities). What to enter: Digits only; no decimal point. |
column_break_5 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Check-in Time (check_in_time) |
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). |
Check-out Time (check_out_time) |
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). |
Charges (section_break_charges) |
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. |
Base Charge (base_charge) |
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). |
Weight Charge (weight_charge) |
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). |
Volume Charge (volume_charge) |
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). |
column_break_6 |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Surcharges (surcharges) |
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 Charge (total_charge) |
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. |
Cost Allocation % (cost_allocation_percentage) |
Percent | Purpose: Percentage for margins, duty rates, or capacity use. What to enter: Numeric percent (often 0–100); confirm whether the form expects whole percent or fraction. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Getting Started
- Getting Started
- Recent Platform Updates
- CargoNext v1 — Release Notes
- CargoNext v1 — Astraea Press Release
- Document Management
- Milestone Tracking
- Customer Portal
Setup and Settings
- Logistics Settings
- Credit Management
- Default Details and Relationships
- Sea Freight Settings
- Air Freight Settings
- Transport Settings
- Warehouse Settings
- Customs Settings
Sea Freight
- Sea Freight Module
- Sea Booking
- Sea Shipment
- Sea Consolidation
- Master Bill
- Shipper
- Consignee
- Container Type
- Container Management
Air Freight
Transport
- Transport Module
- Transport Order
- Transport Job
- Transport Consolidation
- Transport Leg
- Transport Plan
- Run Sheet
- Proof of Delivery
- Transport Template
- Load Type
- Transport Order — Inter-module Field Copy
Customs
Warehousing
- Warehousing Module
- Inbound Order
- Release Order
- Transfer Order
- VAS Order
- Stocktake Order
- Warehouse Job
- Warehouse Contract
- Gate Pass
- Periodic Billing
- Storage Location
- Handling Unit Type
Pricing Center
- Sales Quote
- Sales Quote — Separate Billings and Internal Job
- Change Request
- Sales Quote – Calculation Method
Job Management
- Job Management Module
- Revenue Recognition Policy — Accounts, Dates, and Charges
- Proforma GL Entries
- WIP and Accrual Reversal on Invoicing
Sustainability
Intercompany
Special Projects
Pages
Features
Reports
Glossary