Freight forwarder document type setting profiles - Voyage creator
Users can access the form by navigating to EDI > Setup > Document types.
- To create a new record, select document type Voyage creator.
- Select the New button in the Settings profiles FastTab.
- Specify the Settings profile id and Description of the profile.
- Select the Settings profile id hyperlink or the Setup button to update profile details.
| Field |
Description |
Options/Example |
| Item ID source |
Determine the method of item identification used by this freight forwarder |
• Our Item number - this is the item ID on the items form
• External item number - this is the purchase order’s external item ID
• GTIN - this is the GTIN assigned to an item
• Barcode - This is the Barcode assigned to an item. |
| Allow purchase order over delivery |
Increase deliver remainder on purchase order (PO) |
If Voyage qty > PO remainder
• Yes – Voyage is created, and PO deliver remainder increased
• No – Staging record errors, and Voyage isn’t created |
| Allow transfer order over delivery |
Increase ship and receive remain on transfer order (TO) |
If Voyage qty > TO remainder
• Yes – Voyage is created, and TO deliver remainder increased
• No – Staging record errors, and Voyage isn’t created |
| Duplicate tolerance |
If external voyage id/booking reference already exists |
• Accept – Add to existing Open Voyage
• Warning – Creates new Voyage and staging record has Warning log
• Error – Staging record errors, and Voyage isn’t created |
| Source line search strategy |
Determines which source line to use when PO/TO contains multiple lines for same item + dims. See following subsection for additional details |
• Top down
• Expected date
• Quantity |
Source line strategy
When a purchase or transfer order contains multiple open order lines for the same item and dimensions (size, color, configuration or style), the source line strategy is utilized to determine which line/s to allocate to the voyage.
- Line number document - Order lines are allocated according to Voyage creator staging line’s ‘Line number document’ value. Recommended option, especially where the purchase order line’s unit isn’t the product’s inventory unit.
- Top down - Order lines are allocated according to line number, from top down.
- Expected date - Order line with delivery date closest to voyage’s ship date.
- Quantity - Order line with closest match to voyage quantity (order line qty >= voyage qty)
If there are multiple matches for date or qty, strategy defaults to top down.
Example
Source transactions with all same item and dimensions:
| Order line no |
Qty |
Delivery date |
| 1 |
90 |
1 March 2022 |
| 2 |
110 |
15 March 2022 |
| 3 |
120 |
29 March 2022 |
Voyage creator staging line example values:
- Line number document - 2
- Qty - 100
- Ship date - 28 March 2022.
Each strategy will use the following source line number(s):
| Line number document |
Top down |
Expected date |
Quantity |
| Line 2 (qty 100) |
Line 1 (qty 90)
Line 2 (qty 10) |
Line 3 (qty 100) |
Line 2 (qty 100) |
Where used
The Setting profile can be assigned on the Incoming documents FastTab to document type Voyage creator for the Freight forwarder landed cost Trading partner at EDI > Setup > Trading partners.
Data entity
- EDI setting voyage creator
