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Sea Shipment

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Sea Shipment

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

1. Prerequisites

2. Key Features

  • 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)

3. Workflow

  1. Create Sea Shipment from Sea Booking.
  2. Track milestones (Gate-In at Port, Loaded on Vessel, Departed, etc.).
  3. Upload documents in Documents tab.
  4. Create Sea Consolidation if House Type = Consolidation.
  5. Create Master Bill for consolidation.
  6. Create Sales Invoice for billing.

Complete field reference

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.

Child table: Sea Freight Reference Number (field reference_numbers on parent)

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).

Child table: Sea Shipment Routing Leg (field routing_legs on parent)

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.

Child table: Sea Freight Packages (field packages on parent)

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.

Child table: Sea Freight Containers (field containers on parent)

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).

Child table: Sea Shipment Charges (field charges on parent)

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.

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

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

Child table: Sea Shipment Milestone (field milestones on parent)

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.

Child table: Job Document (field documents on parent)

Label (Field name) Type Description
Document Type (document_type) Link Purpose: Creates a controlled reference to Logistics Document Type so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing Logistics Document Type. Create the master first if it does not exist.
Document Name (document_name) Data Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks). Behaviour: Auto-filled from document_type.document_name when the link/source changes — verify after edits.
Document Number (document_number) Data Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks).
Status (status) Select Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Pending, Uploaded, Done, Received, Verified, Overdue, Expired, Rejected. Behaviour: Read-only here — value comes from calculation, another field, or workflow.
column_break_1 Column Break Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Date Required (date_required) Date Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth.
Date Received (date_received) Date Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth.
Date Verified (date_verified) Date Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth.
Expiry Date (expiry_date) Date Purpose: Calendar date for the business event described by the label. What to enter: Choose the date from the picker; must reflect operational truth.
Attachment (attachment_section) Section Break Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only.
Attachment (attachment) Attach Purpose: Stores evidence: B/L, AWB, permits, POD scans, certificates. What to enter: Upload PDF/image from disk or drag-and-drop; use clear filenames; respect max size limits.
column_break_attachment Column Break Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Required (is_required) Check Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled.
Verified (is_verified) Check Purpose: Boolean flag that drives validation, billing, DG handling, or UI (depending on the field label). What to enter: Tick Yes / enabled, untick No / disabled.
Verified By (verified_by) Link Purpose: Creates a controlled reference to User so party, place, item, or document data stays consistent for reporting and integrations. What to enter: Type to search or click the link icon; select an existing User. Create the master first if it does not exist. Behaviour: Read-only here — value comes from calculation, another field, or workflow.
Issued By (issued_by) Data Purpose: Short free-text for codes, references, or labels that are not master-linked. What to enter: Type the value as it should appear on print/PDF (no line breaks).
Overdue Days (overdue_days) Int Purpose: Whole-day offset or SLA duration (e.g. days before ETD, processing days). What to enter: Integer only (no decimals); sign follows your process (negative = before event). Behaviour: Read-only here — value comes from calculation, another field, or workflow.
Notes (notes_section) Section Break Purpose: Visual grouping and optional heading for the fields that follow (improves long freight forms). What to enter: No data — informational layout only.
Notes (notes) Small Text Purpose: Short note or identifier where a full Text field is not needed. What to enter: One line of text; keep it brief for list views.
column_break_meta Column Break Purpose: Continues the current row in a second column (standard ERP two-column layout). What to enter: No data — layout only.
Source (source) Select Purpose: Constrains input to predefined values (compliance, mode, status, or internal classification). What to enter: Pick exactly one value from the list: Manual, Fetched. Behaviour: Read-only here — value comes from calculation, another field, or workflow.
Created At (created_at) Datetime Purpose: Exact timestamp for events, SLAs, or audit (more precise than Date alone). What to enter: Pick date and time; use the time zone your process expects (often local site). Behaviour: Read-only here — value comes from calculation, another field, or workflow.

4. Related Topics

Getting Started

Setup and Settings

Sea Freight

Air Freight

Transport

Customs

Warehousing

Pricing Center

Job Management

Sustainability

Intercompany

Special Projects

Pages

Features

Reports

Glossary

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