Copy forwarding documents
Repeated freight movements often use the same parties, route and cargo structure. The Copy Document Wizard creates new forwarding documents from an existing document, so the planner can reuse relevant information without carrying every operational detail into the next movement.
Use a regular copy for similar shipments, or the split options when selected equipment or cargo details need their own documents. This workflow is separate from creating a shipment from a quotation.
Create a copy
- Open the source shipment and choose Copy Document.
- Check the source document, then select To Document Type, Order Type new document and No. of Copies.
- Review the copy settings. These determine whether references, monetary values, cargo/equipment lines, detail lines, cost/revenue lines, sections, parties and equipment details are included.
- If needed, use Sequence External Document No. to distinguish the new documents, and Create Relation to retain a link to the source.
- Complete the wizard and review the new documents before continuing their operational workflow.
Split into multiple documents
Enable Copy to multiple Documents with split options to use the additional selection steps. Depending on the required result, split per equipment detail line or document detail line and select the details to include.
Review event-copying and cost/revenue status options carefully. When Copy Cost/Revenue Lines Status is not enabled, copied charge lines receive their initial status rather than inheriting the source status.
Configuration hints
Maintain Copy Document Settings on the FMS Order Type Card. Settings are selected using the source order type, source/destination document types and destination order type.
For the supported copy options, Yes selects the option by default, No leaves it unselected, and Disabled prevents selection in the wizard. The settings also control whether attributes are copied.
Tip
For recurring shipments, copy the reusable structure rather than assuming that previous rates, container details or completed events are still valid. Check the destination's dates, parties and charges before processing it.