Posting Documents

General

Once FMS orders are executed, invoiced, and closed, and no further changes on the document are expected, the orders can be posted (archived). This will keep the list of operational documents manageable.

Functionality

Status setup

To post a document in the forwarding module, choose the Post action (or shortcut F9). The document needs to be in a status in which posting is allowed.

Learn more about setting up status templates.

Tip

To post multiple documents at once, make a selection from the list and choose the Post action.

Posted Documents

The posting documents are available on the respective list:

• Posted Request for quotation list
• Posted Purchase order list
• Posted Shipment list
• Posted Transporation booking list

Warning

When the documents are posted, the information in the document can no longer be changed. You should make sure that all the relevant costs and revenues have been added to the document before posting.