-
Notifications
You must be signed in to change notification settings - Fork 2
Sea Shipment
github-actions[bot] edited this page Apr 18, 2026
·
7 revisions
Sea Shipment is the operational shipment document for sea freight. It is created from a Sea Booking and tracks execution, milestones, charges, containers, and documents. Supports Dashboard and Milestones tabs.
To access: Home > Sea Freight > Sea Shipment
- Sea Booking
- Logistics Milestone (for milestone tracking)
- Document List Template (for documents)
- Dashboard Tab – Document alerts (missing, overdue, expiring), status summary
- Milestones Tab – Visual timeline of operational stages (Gate-In, Loaded, Departed, etc.)
- Charges – Selling and cost charges; supports weight and quantity breaks (unified calculation engine). Each charge row has Estimated Revenue and Estimated Cost (from the booking, used for WIP and accrual) and Actual Revenue and Actual Cost (calculated on the shipment; used for Sales Invoice and Purchase Invoice when present). Use Recalculate All Charges to refresh actual amounts from the calculation method; estimated amounts are not changed.
- Containers – Container assignments for FCL
- Totals – Header-level volume/weight totals may aggregate package lines (aligned with Sea Booking after upgrade migrations).
- Documents – Job Document child table; Populate from Template
- Create Change Request – Add additional charges via Change Request
- Profitability (from GL) – Revenue, cost, gross profit, WIP, accrual from General Ledger when Job Number and Company are set (see Job Management Module)
- Create Sea Shipment from Sea Booking.
- Track milestones (Gate-In at Port, Loaded on Vessel, Departed, etc.).
- Upload documents in Documents tab.
- Create Sea Consolidation if House Type = Consolidation.
- Create Master Bill for consolidation.
- Create Sales Invoice for billing.
All fields from DocType Sea Shipment 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. |
Shipment Details (section_break_main) |
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. |
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: SSP.#########. |
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. |
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. |
House Type (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. |
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. |
column_break_nbco |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Sea Booking (sea_booking) |
Link | Purpose: Creates a controlled reference to Sea Booking 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 Booking. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
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. |
Local Customer (local_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. |
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. |
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. |
column_break_ccsn |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Job Status (job_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, Submitted, In Progress, Completed, Closed, Reopened, Cancelled. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Release Type (release_type) |
Link | Purpose: Creates a controlled reference to Release 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 Release Type. Create the master first if it does not exist. |
Entry Type (entry_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, Transshipment, ATA Carnet. |
Contains Dangerous Goods (contains_dangerous_goods) |
Check | From definition: IMDG Code: Check if shipment contains dangerous goods. Enables Dangerous Goods tab. 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. |
Entities and Parties (section_break_parties) |
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. |
column_break_origin |
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) |
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. |
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. |
Origin CTO (origin_cto) |
Link | Purpose: Creates a controlled reference to Cargo Terminal Operator 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 Cargo Terminal Operator. Create the master first if it does not exist. |
ETD (etd) |
Date | Purpose: Planned departure date for planning, cut-offs, and customer communication. What to enter: Pick the expected departure date (local or agreed time zone). |
ATD (atd) |
Date | Purpose: Actual departure for performance and milestone tracking. What to enter: Set when departure is confirmed. |
Sending Agent (sending_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. |
column_break_destination |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
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. |
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. |
Destination CTO (destination_cto) |
Link | Purpose: Creates a controlled reference to Cargo Terminal Operator 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 Cargo Terminal Operator. Create the master first if it does not exist. |
ETA (eta) |
Date | Purpose: Planned arrival for routing and consignee readiness. What to enter: Expected arrival date at destination. |
ATA (ata) |
Date | Purpose: Actual arrival for POD and billing triggers. What to enter: Set when cargo or conveyance arrived. |
Receiving Agent (receiving_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. |
column_break_entities_agents |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Booking Party (booking_party) |
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. |
Controlling Party (controlling_party) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Customer Controlled, Agent Controlled. |
Broker (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. |
Master Details (master_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. |
Master BL (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. |
column_break_mbl_r |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
MBL Type (mbl_master_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, Co-Load, Agent Consolidation, Charter, Courier, Other. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
MBL Shipping Line (mbl_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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
MBL Vessel (mbl_vessel) |
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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
MBL Voyage No (mbl_voyage_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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
MBL Voyage Status (mbl_voyage_status) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Scheduled, At Origin, Departed, In Transit, Arrived, At Destination, Delayed, Cancelled. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
MBL Vessel Date (mbl_vessel_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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
column_break_mbl_l |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
MBL Origin Port (mbl_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. |
MBL Destination Port (mbl_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. |
MBL Sched. Departure (UTC) (mbl_scheduled_departure) |
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. |
MBL Sched. Arrival (UTC) (mbl_scheduled_arrival) |
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. |
MBL Booking Ref (mbl_booking_reference_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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
MBL Agent Ref (mbl_agent_reference) |
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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
House Details (house_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. |
House BL (house_bl) |
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. |
Incoterm (incoterm) |
Link | Purpose: Creates a controlled reference to Incoterm 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 Incoterm. Create the master first if it does not exist. |
Additional Terms (additional_terms) |
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). |
Packs (packs) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Inner (inner) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Goods Value (goods_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). |
Insurance (insurance) |
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_house |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Description (description) |
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_gmkt |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Marks and Nos (marks_and_nos) |
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. |
Cut-offs (section_break_cutoffs) |
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. |
Cargo Cut-off (cargo_cut_off) |
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). |
Document Cut-off (document_cut_off) |
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). |
VGM Cut-off (vgm_cut_off) |
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_cutoffs |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Gate-In Cut-off (gate_in_cut_off) |
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). |
Empty Return Cut-off (empty_return_cut_off) |
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). |
Other Cut-off (other_cut_off) |
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). |
Reference Numbers (section_break_reference_numbers) |
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. |
Reference Numbers (reference_numbers) |
Table | Purpose: Stores repeating Sea Freight Reference Number 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. |
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 (routing_legs) |
Table | Purpose: Stores repeating Sea Shipment Routing Leg 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. |
packages |
Table | Purpose: Stores repeating Sea Freight 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. |
Shipping Status (shipping_status) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Booking Received, Booking Confirmed, Cargo Not Ready, Pick-Up Scheduled, Gate-In at Port / CY, Customs Clearance (Export), Loaded on Vessel, Departed, In-Transit, Arrived, Discharged from Vessel, Customs Clearance (Im…. |
containers |
Table | Purpose: Stores repeating Sea Freight 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_mene) |
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) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Total TEUs (total_teus) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Total Packages (total_packages) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Override Volume & Weight (override_volume_weight) |
Check | From definition: When checked, Total Volume and Total Weight are manual and will not be updated from package totals. 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_gzkj |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
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). |
Total Weight (total_weight) |
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). |
Chargeable Weight (chargeable) |
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_trhg |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
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. |
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. |
Chargeable Wt. 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. |
column_break_rras |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Density Factor (density_factor_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. |
Excess Weight Volume (M³) (excess_weight_volume) |
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. |
Contacts & Addresses (contacts_addresses) |
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. |
Contacts & Addresses (contacts_and_addresses_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. |
Shipper Address (shipper_address) |
Link | Purpose: Creates a controlled reference to Address 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 Address. Create the master first if it does not exist. |
Shipper Address Display (shipper_address_display) |
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. |
Shipper Contact (shipper_contact) |
Link | Purpose: Creates a controlled reference to Contact 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 Contact. Create the master first if it does not exist. |
Shipper Contact Display (shipper_contact_display) |
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_dzim |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Consignee Address (consignee_address) |
Link | Purpose: Creates a controlled reference to Address 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 Address. Create the master first if it does not exist. |
Consignee Address Display (consignee_address_display) |
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. |
Consignee Contact (consignee_contact) |
Link | Purpose: Creates a controlled reference to Contact 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 Contact. Create the master first if it does not exist. |
Consignee Contact Display (consignee_contact_display) |
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. |
section_break_owlh |
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. |
Notify Party (notify_party) |
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_wcpn |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Notify Party Address (notify_party_address) |
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. |
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. |
column_break_logistics_reps |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
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. |
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. |
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. |
column_break_yhuu |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Sales Rep (sales_rep) |
Link | Purpose: Creates a controlled reference to Employee 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 Employee. Create the master first if it does not exist. |
Operations Rep (operations_rep) |
Link | Purpose: Creates a controlled reference to Employee 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 Employee. Create the master first if it does not exist. |
Customer Service Rep (customer_service_rep) |
Link | Purpose: Creates a controlled reference to Employee 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 Employee. Create the master first if it does not exist. |
section_break_elec |
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. |
charges |
Table | Purpose: Stores repeating Sea Shipment 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. |
Profitability (profitability_section_break) |
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, Cost, Profit, WIP, Accrual (profitability_section_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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Revenue & Cost Recognition (recognition_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. |
Enable WIP Recognition (wip_recognition_enabled) |
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. |
Enable Accrual Recognition (accrual_recognition_enabled) |
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. |
Applicable Recognition Policy (recognition_policy_reference) |
Small Text | From definition: Matched policy + parameter row for this job. 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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Recognition Date Basis (recognition_date_basis) |
Select | From definition: From policy (single basis for WIP and accrual). Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: ATA, ATD, Job Booking Date, Job Creation, User Specified. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Recognition Date (recognition_date) |
Date | From definition: Posting date for WIP and accrual. Editable when basis is User Specified. Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
column_break_recognition |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
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). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
WIP Amount (wip_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. |
Recognized Revenue (recognized_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). Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
WIP Journal Entry (wip_journal_entry) |
Link | Purpose: Creates a controlled reference to Journal Entry 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 Journal Entry. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
WIP Closed (wip_closed) |
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. |
column_break_accrual |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Estimated Costs (estimated_costs) |
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. |
Accrual Amount (accrual_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. |
Recognized Costs (recognized_costs) |
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. |
Accrual Closed (accrual_closed) |
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. |
Job Details (quote_reference_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. |
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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
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. |
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 Shipment 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. |
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. |
More Info (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 (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. |
External Notes (external_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. |
column_break_kedv |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Internal Notes (internal_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. |
Terms and Conditions (terms_and_conditions_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. |
Terms (tc_name) |
Link | Purpose: Creates a controlled reference to Terms and Conditions 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 Terms and Conditions. Create the master first if it does not exist. |
Terms and Conditions Details (terms) |
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. Behaviour: Auto-filled from tc_name.terms when the link/source changes — verify after edits. |
Service Level Agreement (sla_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. |
Service Level (service_level) |
Link | Purpose: Creates a controlled reference to Logistics Service Level 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 Service Level. Create the master first if it does not exist. |
Service Level Details (service_level_details) |
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. Behaviour: Auto-filled from service_level.text_uufb when the link/source changes — verify after edits. |
SLA Target Date (sla_target_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). |
SLA Status (sla_status) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: On Track, At Risk, Breached, Not Applicable. |
SLA Target Source (sla_target_source) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: From Service Level, Manual. |
column_break_sla |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
SLA Notes (sla_notes) |
Text | Purpose: Multi-line narrative (instructions, clauses, template text). What to enter: Free text across multiple lines; use line breaks where helpful. |
Declaration & Emergency Response (dangerous_goods_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. |
DG Declaration Complete (dg_declaration_complete) |
Check | From definition: Shipper's Declaration for Dangerous Goods completed per IMDG Code 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 Compliance Status (dg_compliance_status) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Compliant, Non-Compliant, Under Review, Pending Documentation. |
column_break_dg |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
DG Emergency Contact (dg_emergency_contact) |
Data | From definition: 24-hour emergency response contact per IMDG/IATA DGR 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). |
DG Emergency Phone (dg_emergency_phone) |
Data | From definition: 24-hour emergency response phone number Purpose: Voice or fax contact for parties, drivers, or brokers. What to enter: Phone or fax in local or international format; include country code when needed. |
DG Emergency Email (dg_emergency_email) |
Data | Purpose: Contact email for notices, portal, or authority correspondence. What to enter: A valid email address (one line), e.g. name@company.com. |
Sustainability Metrics (sustainability_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. |
Estimated Carbon Footprint (kg CO2e) (estimated_carbon_footprint) |
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. |
Estimated Fuel Consumption (L) (estimated_fuel_consumption) |
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_sustainability |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Sustainability Notes (sustainability_notes) |
Text | Purpose: Multi-line narrative (instructions, clauses, template text). What to enter: Free text across multiple lines; use line breaks where helpful. |
Delay Alerts (delay_alerts_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. |
Has Delays (has_delays) |
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. |
Delay Count (delay_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. |
Last Delay Check (last_delay_check) |
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. |
column_break_delay |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Delay Alert Sent (delay_alert_sent) |
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. |
Penalty Alerts (penalty_alerts_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. |
Has Penalties (has_penalties) |
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. |
Detention Days (detention_days) |
Float | From definition: Total detention days summed across all containers on this shipment (each container uses its own free time when set). 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. |
Demurrage Days (demurrage_days) |
Float | From definition: Total demurrage days summed across all containers on this shipment (each container uses its own free time when set). 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. |
Free Time (Days) (free_time_days) |
Float | From definition: Largest effective free time (days) among containers on this shipment; informational summary. 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_penalty |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Penalty Alert Sent (penalty_alert_sent) |
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. |
Last Penalty Check (last_penalty_check) |
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. |
Estimated Penalty Amount (estimated_penalty_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. |
column_break_iklg |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Amended From (amended_from) |
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. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Connections (connections_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. |
| Label (Field name) | Type | Description |
|---|---|---|
Ctry./Rgn. of Issue (country_region_of_issue) |
Link | Purpose: Creates a controlled reference to Country 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 Country. Create the master first if it does not exist. |
Type (reference_type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Invoice, Bill of Lading, Purchase Order, Booking Reference, Customs Declaration, Container No., Seal No., Other. |
Reference Number (reference_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). |
| Label (Field name) | Type | Description |
|---|---|---|
Mode (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. |
Type (type) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Main, Pre-carriage, On-forwarding, Other. |
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: Confirmed, Planned, On-hold. |
Charter Route (charter_route) |
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_leg |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — 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. |
Vessel & Voyage (section_break_sea) |
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. |
Vessel (vessel) |
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 No (voyage_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). |
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. |
Flight (section_break_air) |
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. |
Flight No (flight_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). |
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. |
Origin (section_break_origin) |
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 Port (load_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. |
ETD (etd) |
Date | Purpose: Planned departure date for planning, cut-offs, and customer communication. What to enter: Pick the expected departure date (local or agreed time zone). |
ATD (atd) |
Date | Purpose: Actual departure for performance and milestone tracking. What to enter: Set when departure is confirmed. |
column_break_dest |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Discharge Port (discharge_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. |
ETA (eta) |
Date | Purpose: Planned arrival for routing and consignee readiness. What to enter: Expected arrival date at destination. |
ATA (ata) |
Date | Purpose: Actual arrival for POD and billing triggers. What to enter: Set when cargo or conveyance arrived. |
| Label (Field name) | Type | Description |
|---|---|---|
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. |
Warehouse Item (warehouse_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. |
HS Code (hs_code) |
Link | Purpose: Creates a controlled reference to Customs Tariff 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 Customs Tariff Number. Create the master first if it does not exist. |
Reference No (reference_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. |
Container (container) |
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_tzoe |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Goods Description (goods_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. |
column_break_sdrs |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
No of Packs (no_of_packs) |
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. |
Measurements (measurements_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. |
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. |
Length (length) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Width (width) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Height (height) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
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. |
Volume (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_wutu |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
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. |
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. |
section_break_kovs |
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 (dangerous_goods_column) |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
DG Substance (dg_substance) |
Link | Purpose: Creates a controlled reference to Dangerous Goods 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 Dangerous Goods. Create the master first if it does not exist. |
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). |
Flash Point (flash_point) |
Float | Purpose: Decimal quantity or measurement (weight, volume, count with decimals). What to enter: Enter a number using site decimal precision. |
Temp Controlled (column_break_etwc) |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Temp Controlled (temp_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. |
| Label (Field name) | Type | Description |
|---|---|---|
Container No (container_no) |
Link | Purpose: Creates a controlled reference to Container 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. Create the master first if it does not exist. |
Container (container) |
Link | Purpose: Creates a controlled reference to Container 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. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Seal No (seal_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. |
Type (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. |
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. |
column_break_lqnf |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Delivery Modes (delivery_modes) |
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, Door/CY, CY/Door, Door/Door, CFS/CFS. |
Sealed by (sealed_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). |
Other References (other_references) |
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). |
| Label (Field name) | Type | Description |
|---|---|---|
column_break_other_svc |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
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. |
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. |
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. |
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_crpu |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Description (description) |
Small Text | Purpose: Short note or identifier where a full Text field is not needed. What to enter: One line of text; keep it brief for list views. |
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. |
Change Request (change_request) |
Link | Purpose: Creates a controlled reference to Change Request 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 Change Request. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Change Request Charge Row (change_request_charge) |
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. Behaviour: Hidden in default layout; may still be set by import, API, or script. |
Other Services (is_other_service) |
Check |
From definition: Automatically determined from the selected item. This field cannot be edited. 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 charge_item.custom_is_other_service when the link/source changes — verify after edits. |
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. |
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). |
Actual Revenue (actual_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). |
Use Tariff in Revenue (use_tariff_in_revenue) |
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. |
Revenue Tariff (revenue_tariff) |
Link | Purpose: Creates a controlled reference to Tariff 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 Tariff. Create the master first if it does not exist. |
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. |
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 cost_currency on this form (or company default). |
Actual Cost (actual_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). |
Use Tariff in Cost (use_tariff_in_cost) |
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. |
Cost Tariff (cost_tariff) |
Link | Purpose: Creates a controlled reference to Tariff 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 Tariff. Create the master first if it does not exist. |
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, 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, 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. |
Calculations Notes (section_break_calculation_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. |
Revenue Calc Notes (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. |
column_break_kzwc |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Cost Calc Notes (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. |
Weight Breaks (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. |
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. |
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. |
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. |
Sales Invoice (sales_invoice) |
Link | Purpose: Creates a controlled reference to Sales Invoice 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 Invoice. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Revenue Invoice Status (sales_invoice_status) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Not Requested, Requested, Posted, Paid. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
column_break_uheq |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Purchase Invoice (purchase_invoice) |
Link | Purpose: Creates a controlled reference to Purchase Invoice 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 Purchase Invoice. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Cost Invoice Status (purchase_invoice_status) |
Select | Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Not Requested, Requested, Posted, Paid. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
WIP Recognition JE (wip_recognition_journal_entry) |
Link | From definition: Journal Entry that posted WIP for this charge line (if any). Purpose: Creates a controlled reference to Journal Entry 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 Journal Entry. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Accrual Recognition JE (accrual_recognition_journal_entry) |
Link | From definition: Journal Entry that posted cost accrual for this charge line (if any). Purpose: Creates a controlled reference to Journal Entry 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 Journal Entry. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
WIP Adjustment JE (wip_adjustment_journal_entry) |
Link | From definition: Journal Entry that adjusted or reversed WIP for this charge line (if any). Purpose: Creates a controlled reference to Journal Entry 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 Journal Entry. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Accrual Adjustment JE (accrual_adjustment_journal_entry) |
Link | From definition: Journal Entry that adjusted or reversed cost accrual for this charge line (if any). Purpose: Creates a controlled reference to Journal Entry 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 Journal Entry. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow. |
Other Services (other_services_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. |
Other Service Type (other_service_type) |
Link | Purpose: Creates a controlled reference to Other Service 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 Other Service. Create the master first if it does not exist. |
Date Started (date_started) |
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 Ended (date_ended) |
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. |
Reference No (other_service_reference_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. |
column_break_riux |
Column Break | Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only. |
Notes (other_service_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. |
| 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. |
| 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 |
|---|---|---|
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. |
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