Forwarding Setup
General
Order Types
Order types can be used to categorize different types of orders (for example Air, Ocean) and allows you filter and sort the list of Shipments. Some other considerations when setting up Order Types in the system are:
- Specify the Status Template to use different workflows for different types of orders.
- Specify default fields, such as the Mode of Transport and Movement Type Fields.
- To specify templates, such as the Party Template, Reference Template, and Document Report Template
Order Type Link
On the Order Type Link page you can enable Order types per Document type (e.g. Request for Quotation, Shipment, Transporation booking.)
Order Type Mapping
In some business scenario's you need to create a new Document, for example a Transportation booking from a Shipment.
Order Type Mapping allows you to:
define the Order Type for the New Document that you create.
specify the Section Template. This can be useful if you need to automaticall add sections or activities to the newly created Document.
Example:
Consolidation of LCL Shipments, setup the section template to automatically add activities to add activities for Pickup empty equipment and Drop-off full equipment.
Note
When you set up multiple Order Type Mapping records, the system will let you choose the Order type Mapping from a list.
Event and Milestone Template
More information will follow soon.
Section Template
More information will follow soon.
Reference Template
More information will follow soon.
Document Party Template
More information will follow soon.
Document Contract Strategy Template
Equipment/Cargo events
The Equipment/Cargo Event Template field can be used to setup the default Equipment and cargo Events that the system will generate. Learn more about Equipment and cargo events.
The Equipment Id Check is used to define if the Equipment Identification No. selected by a user has to be created in the Equipment Master table.
Reference calculations
The Reference calculations allow you to setup records to calculate references with a function.
Examples of reference calculations are:
| Codeunit Id | Function Code | Description |
|---|---|---|
| 11172846 | GET NO | Get a number from a number series |
| 11172846 | FIELD | Get a field value (e.g. Voyage number) |
| 11172846 | RANDOMNUMBER | Get a random number, the DIGITS parameter determins the length of the number the system should generate. |
Equipment Event Reference Assignment
With Equipment Event Reference Assignment you can define wich reference calculation should be used to generate the reference.