2 Create a Transportation

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6. In the BOL/AWB field, enter the bill of lading number or the airway bill number.

7. In the Container field, enter the container ID.

8. In the Order No. field, enter, select or search for the appropriate order number.

9. In the Item field, enter the item number or use the Search icon to search for the appropriate icon.

10. In the Item Quantity field, enter the quantity of the item and enter, select or search for the appropriate unit of measure.

11. In the Commercial Invoice field, enter the commercial invoice number.

12. In the Date field, enter the date or use the Calendar icon to select the date.

13. In the Amount f ield, enter the amount of the transportation.

14. After you have entered all necessary transportation information, choose one of the following options.

• Select OK to save the transportation and close the Create Transportation window. The Transportation window appears.

For more information about the Transportation window, see the Define a Transportation section.

• Select Cancel to reject all entries and exit the Create Transportation window.

Define a Transportation

Item and Quantities

The Item and Quantities section contains the following fields.

Table 2-1 Item and Quantities - Fields and Description

Fields	Description
Order No.	Enter, select or search for the appropriate order number. The Details icon opens the Order Details window. For more information about the Order Details window, see the “Order Details” section in the_Oracle Retail Merchandising Purchase Orders_ and Contracts User Guide.
Item	Enter the item number or use the Search icon to search for the appropriate item.
Lot	Enter the lot number.
Carton Quantity	Enter the carton quantity. Then select or search for the carton unit of measure (UOM).
Item Quantity	Enter the item quantity. Then select or search for the item unit of measure (UOM).
Gross Weight	Enter the gross weight. Then select or search for the gross weight unit of measure (UOM).
Net Weight	Enter the net weight. Then select or search for the net weight unit of measure (UOM).
Cubic	Enter the cubic quantity. Then select or search for the cubic unit of measure (UOM).

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Commercial Invoice

The Commercial Invoice section contains the following fields.

Table 2-2 Commercial Invoice - Fields and Description

Fields	Description
Commercial Invoice	Enter the commercial invoice ID.
Date	Enter or use the Calendar icon to select the date of the commercial invoice.
Supplier Site	The supplier site is displayed automatically.
Amount	Enter the amount of the commercial invoice. Use the Recalculate icon to recalculate the invoice amount.
Currency	Enter, select or search for the appropriate currency.
Exchange Rate	This field is auto-populated and represents the exchange rate to convert from the currency on the transportation record to the currency of the import locations for which the shipment is intended. Use the Edit Exchange Rate icon to change the rate, if necessary. If you click the icon, the Edit Exchange Rate window appears. For more information about how to edit the Exchange Rate, see the “Editing the Exchange Rate” section in the_Oracle Retail Trade_ Management Letters of Credit User Guide.

Shipment and Receipt

The Shipment and Receipt section contains the following fields.

Table 2-3 Shipment and Receipt - Fields and Description

Fields	Description
Country of Sourcing	The country of sourcing is displayed automatically.
Consolidation Country	Enter, select or search for the consolidation country.
Export Country	Enter, select or search for the export country.
Shipment	Enter the shipment ID.
Lading Port	Enter, select or search for the lading port.
Discharge Port	Enter, select or search for the discharge port.
Receipt	Enter the receipt number.
Forwarder’s Cargo Receipt	Enter the forwarder’s cargo receipt.
Forwarder’s Cargo Receipt Date	Enter or use the Calendar icon to select the Forwarder’s Cargo Receipt Date.
Estimated Arrival Date	Enter or use the Calendar icon to select the estimated arrival date.
Actual Arrival Date	Enter or use the Calendar icon to select the actual arrival date.
Delivery Date	Enter or use the Calender icon to select the delivery date.

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Freight

The Freight section contains the following fields.

Table 2-4 Freight - Fields and Description

Fields	Description
Type	Enter, select or search for the freight type of the shipment.
Size	Enter, select or search for the freight size of the shipment.
In Transit No.	Enter the in transit number.
In Transit Date	Enter the in transit date or use the Calendar icon to select a date.
Service Contract	Enter the service contract.
Seal	Enter the seal.
Container SCAC Code	Enter, select or search for the container standard carrier alpha code (SCAC).
Packing Method	Select the packing method from the list.
Level	Select the level from the list.

Totals

The Totals section contains the following fields.

Table 2-5 Totals - Fields and Description

Fields	Description
Total Units	Enter, select or search for the total units of measure.
Total Cartons	Enter, select or search for the total cartons units of measure.
Total Gross Weight	Enter, select or search for the total gross weight units of measure.
Total Net Weight	Enter, select or search for the total net weight units of measure.
Total Cube	Enter, select or search for the total cube units of measure.
Total Value	The total value is displayed automatically.

Comments

The Comments section contains the comment field. You can enter any comments for the created transport, if necessary.

Transportation - More Actions Menu

Use the More Actions menu to navigate to the following windows. The More Actions menu contains the following options.

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Table 2-6 More Actions Menu - Action Buttons and Description

More Actions Buttons	Description
Details	Opens the Transportation Details window. This window displays details of the delivery, packing, and license/visa information as well as claims. For more information about Details, see theDetailssection.
Missing Documents	Opens the Missing Documents window. You can add and delete all the missing documents for the current transport in this window. For more information about Missing Documents, see the “Missing Documents” section in the_Oracle Retail Trade Management Customs_ Entry User Guide.
Shipments	Opens the Transportation Shipments window. This window displays shipment information such as ASNs, shipped and received date, to location and location name. For more information about Shipments, see theShipmentssection.
Timelines	Opens the Timelines menu. The menu contains the following options. • Transportation
	Opens the Transportation Timelines window. • Order/Item
	Opens the Order/Item Timelines window. • Container
	Opens the Container Timelines window. • BOL/AWB (Bill of Lading/Airway Bill)
	Opens the BOL/AWB Timelines window. • Commercial Invoice
	Opens the Commercial Invoice Timelines window. For more information about timelines, see theTimelinessection.
Items	Opens the Transportation Items window.
	For more information about Items, see theItemssection.

Details

In the Transportation Details window you can edit and view delivery, packing, license/visa and claims information related to a transportation record.

Delivery information is edited and viewed at the final destination level. You can indicate how many units and cartons of an item were delivered to which locations.

You can edit and view packing information at the container level. To display the shipped and received quantities for the packing records, select the appropriate option from the View menu.

The Claims table contains claims against a partner. Claims can be created for damaged merchandise and inadequate quantities. A single claim can span multiple cartons.

The Transportation Details window contains the following sections.

• Transportation Details Header

• Delivery

• Packing

• License/Visa

• Claims

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Table 2-7 Packing Table - Actions Menu/Icons/Buttons and Description

Actions Menu/Icons/Button	Description
Default Received Quantities	You can default the received quantities to the value of the shipped
andDefault Received	quantities by selectingActions > Default Received Quantitiesor by
Quantitiesbutton	using theDefault Received Quantitiesbutton.

License/Visa

The Licence/Visa section lists license/visa information such as license/visa type, import country, licence/visa quantity and quantity unit of measure, quota category, net weight, and weight UOM as well as possible comments.

Claims

The Claims section contains claims information such as claim ID, ID of the first (From Carton) and the last carton (To Carton), claim date, item quantity and unit of measure, claim against type and ID, as well as the claim amount and comments.

Add a Delivery

To add a delivery information to a transportation follow the steps listed below.

1. From the Tasks menu, select Trade Management > Transportation > Manage Transportation. The Transportation Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The transportations that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the Transportation column, click on the transportation link, or mark a record and select Actions > Edit or use the Edit icon. The Transportation window appears.

6. In the More Actions menu select Details . The Transportation Details window appears.

7. In the Delivery table, select Actions > Add or use the Add icon. The Add Delivery window appears.

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1. From the Tasks menu, select Trade Management > Transportation > Manage Transportation. The Transportation Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The transportations that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the transportation column, click on the transportation link, or mark a record and select Actions > Edit or use the Edit icon. The Transportation window appears.

6. In the Transportation Toolbar select Details . The Transportation Details window appears.

7. In the Delivery table, select a delivery.

8. Click Actions > Delete or use the Delete icon to delete the selected delivery.

9. You are prompted if you want to delete the selected delivery from the Delivery table. Confirm with Yes .

10. The delivery is removed from the Delivery table.

11. After you have deleted all necessary records, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the Transportation Details window.

• Click Cancel to reject all changes and close the Transportation Details window.

Add Packing Information

To add a packing information to a transportation follow the steps listed below.

1. From the Tasks menu, select Trade Management > Transportation > Manage Transportation . The Transportation Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The transportations that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the Transportation column, click on the transportation link, or mark a record and select Actions > Edit or use the Edit icon. The Transportation window appears.

6. In the More Actions menu select Details . The Transportation Details window appears.

7. In the Packing table, select Actions > Add or use the Add icon. The Add Packing window appears.

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• Click Save to save your changes.

• Click Save and Close to save your changes and close the Transportation Details window.

• Click Cancel to reject all changes and close the Transportation Details window.

Delete Packing Information

To delete a packing information from a transportation follow the steps listed below.

1. From the Tasks menu, select Trade Management > Transportation > Manage Transportation . The Transportation Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The transportations that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the transportation column, click on the transportation link, or mark a record and select Actions > Edit or use the Edit icon. The Transportation window appears.

6. In the Transportation Toolbar select Details . The Transportation Details window appears.

7. In the Packing table, select a packing information.

8. Click Actions > Delete or use the Delete icon to delete the selected packing information.

9. You are prompted if you want to delete the selected packing from the Packing table. Confirm with Yes .

10. The packing information is removed from the Packing table.

11. After you have deleted all necessary records, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the Transportation Details window.

• Click Cancel to reject all changes and close the Transportation Details window.

Add a License/Visa

To add a licence/visa information to a transportation follow the steps listed below.

1. From the Tasks menu, select Trade Management > Transportation > Manage Transportation . The Transportation Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The transportations that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the Transportation column, click on the transportation link, or mark a record and select Actions > Edit or use the Edit icon. The Transportation window appears.

6. In the More Actions menu select Details . The Transportation Details window appears.

7. In the Licence/Visa table, select Actions > Add or use the Add icon. The Add Licence/Visa window appears.

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• a. All previously entered fields are populated. Change the values in the appropriate fields, if necessary.

• b. Then choose one of the following options.

  • Click OK to save the changes and close the Edit Licence/Visa window. The system returns to the Transportation Details window. The licence/visa information is updated.

  • Click Cancel to reject all entries and exit the Edit Licence/Visa window. The system returns to the Transportation Details window.

8. Then choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the Transportation Details window.

• Click Cancel to reject all changes and close the Transportation Details window.

Delete a Licence/Visa

To delete a licence/visa information from a transportation follow the steps listed below.

1. From the Tasks menu, select Trade Management > Transportation > Manage Transportation . The Transportation Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The transportations that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the transportation column, click on the transportation link, or mark a record and select Actions > Edit or use the Edit icon. The Transportation window appears.

6. In the Transportation Toolbar select Details . The Transportation Details window appears.

7. In the Licence/Visa table, select the licence/visa information.

8. Click Actions > Delete or use the Delete icon to delete the selected licence/visa information.

9. You are prompted if you want to delete the selected licence/visa from the Licence/Visa table. Confirm with Yes .

10. The licence/visa information is removed from the Licence/Visa table.

11. Then choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and exit the Transportation Details window.

• Click Cancel to reject all changes and exit the Transportation Details window.

Add a Claim

To add a claim to a transportation follow the steps listed below.

1. From the Tasks menu, select Trade Management > Transportation > Manage Transportation . The Transportation Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

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• g. In the Amount field, enter the amount of the claim.

• h. In the Discrepancy Type field, select the appropriate type from the list. Possible types are Overage or Shortage.

• i. In the Damage Code field, select the appropriate code from the list. For example, select external damage.

• j. In the Comments field, enter a comment for the licence/visa, if necessary.

• k. Then choose one of the following options.

  • Click OK to add the claim and close the Add Claim window. The system returns to the Transportation Details window. The new claim is added to the Claims table.

  • Click OK and Add Another to add additional records.

  • Click Cancel to reject all entries and close the Add Claims window. The system returns to the Transportation Details window.

8. After you have added all necessary records, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the Transportation Details window.

• Click Cancel to reject all changes and close the Transportation Details window.

Edit a Claim

To edit a claim follow the steps below.

1. From the Tasks menu, select Trade Management > Transportation > Manage Transportation . The Transportation Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The transportations that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the Transportation column, click on the transportation link, or mark a record and select Actions > Edit or use the Edit icon. The Transportation window appears.

6. In the More Actions menu select Details . The Transportation Details window appears.

7. In the Claims table, select Actions > Edit or use the Edit icon. The Edit Claim window appears.

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3. Click Search . The transportations that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the transportation column, click on the transportation link, or mark a record and select Actions > Edit or use the Edit icon. The Transportation window appears.

6. In the Transportation Toolbar select Details . The Transportation Details window appears.

7. In the Claims table, select a claim.

8. Click Actions > Delete or use the Delete icon to delete the selected claim.

9. You are prompted if you want to delete the selected claim from the Claims table. Confirm with Yes .

10. The claim is removed from the Claims table.

11. After you have deleted all necessary records, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the Transportation Details window.

• Click Cancel to reject all changes and close the Transportation Details window.

Shipments

In the Transportation Shipments window you can manage associations of shipments with a PO or a transportation record.

The Transportation Shipments window contains the following sections.

• Transportation Shipments Header

• Transportation Shipments Table

Transportation Shipments Header

The Transportation Shipments header contains the following transportation information.

• Vessel ID

• Voyage/Flight number

• Estimated Departure Date

• Container

• Bill of Lading/Airway Bill

• Commercial Invoice

• Order Number

• Item

Transportation Shipments Table

The Transportation Shipments table contains information such as shipment, advanced shipping notice (ASN), and shipped as well as received date, the to location and the location name.

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• Click Save to save your changes.

• Click Save and Close to save your changes and close the Transportation Shipments window.

• Click Cancel to reject all changes and close the Transportation Shipments window.

Delete a Shipment

To delete a shipment from a transportation follow the steps listed below.

1. From the Tasks menu, select Trade Management > Transportation > Manage Transportation . The Transportation Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The transportations that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the transportation column, click on the transportation link, or mark a record and select Actions > Edit or use the Edit icon. The Transportation window appears.

6. In the More Actions menu select Shipments . The Transportation Shipments window appears.

7. In the Transportation Shipments table, select a shipment.

8. Click Actions > Delete or use the Delete icon to delete the selected shipment.

9. You are prompted if you want to delete the selected shipment from the Transportation Shipments table. Confirm with Yes .

10. The shipment is removed from the Transportation Shipments table.

11. After you have deleted all necessary records, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the Transportation Shipments window.

• Click Cancel to reject all changes and close the Transportation Shipments window.

Timelines

A timeline refers to a schedule of events that can be attached to an activity to track its life cycle. Possible timeline types are.

• Item

• Purchase Order

• Order/Item

• Customs Entry

• Transportation

• Transportation PO/Item

• Container

• BOL/AWB

• Commercial Invoice

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Timeline Details Table - Actions Menu and Icons

Use the Actions Menu and Icons to apply actions to the table. You can perform the actions listed below, as well as action described in “Action Menu and Icons” in the Oracle Retail Trade Management Do the Basics User Guide .

Table 2-8 Timeline Details Table - Actions Menu/Icons and Description

Actions Menu/Icons	Description
Calculate Revised Dates	Use theCalculate Revised Datesbutton to recalculate Base or Original dates. Follow the steps below. • Enter the Base Date. • SelectCalculate Revised Dates. • All the Original Dates are calculated automatically, based on the entered Base Date.
	If you enter the Original Date, the Base Date is recalculated. If you enter both, Base and Original date, you receive an error message.

Add Timelines

To add a timeline to an entry, follow the steps listed below.

1. From the Tasks menu, select Trade Management > Transportation > Manage Transportation . The Transportation window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The transportations that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the Transportation column, click on the transportation link, or mark a record and select Actions > Edit or use the Edit icon. The Transportation window appears.

6. In the More Actions menu select Timelines . In the submenu choose for which entry you want to add timelines.

• Transportation

• Order/Item

• Container

• BOL/AWB

• Commercial Invoice

The Timeline window appears.

7. In the Timeline table, select Actions > Add or use the Add icon. The Add Timeline window appears.

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9. After you have deleted all necessary records, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and exit the Timeline window.

• Click Cancel to reject all changes and exit the Timeline window.

Edit Timeline Details

To edit a timeline detail of an entry, follow the steps listed below.

1. In the Timeline Details table, select a record and edit the following columns, if necessary.

• Revised Date

Enter or use the Calendar icon to select a new date for an activity.

• Actual Date

Enter or use the Calendar icon to select the actual date for an activity.

• Reason

Enter, select or search for a reason for the timeline change.

• Comments

Enter or change comments for the activity.

Note:

The original date is populated, when you enter the base date in the Add Timeline window. You can only modify the Base and Original Date field during the timeline definition. Once a timeline has been attached to an activity, you can no longer update these fields.

2. After you have changed all necessary data, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the Timeline window.

• Click Cancel to reject all entries and close the Timeline window.

Delete Timeline Details

To delete a timeline detail from an entry, follow the steps listed below.

1. In the Timeline Details table, select a record.

2. Then select Actions > Delete or use the Delete icon.

3. Confirm the displayed prompt with Yes . The record is deleted from the table.

4. After you have deleted all necessary records, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and exit the Timeline window.

• Click Cancel to reject all changes and exit the Timeline window.

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• c. In the Quantity field, enter the appropriate quantity. Then enter, select or search for the item quantity UOM.

• d. Then choose one of the following options.

  • Click OK to add the child item and close the Add Item window. The system returns to the Transportation Items window. The new child items is added to the Transportation Items table.

  • Click OK and Add Another to add additional child items.

  • Click Cancel to reject all entries and exit the Add Items window. The system returns to the Transportation Items window.

8. After you have added all necessary child items, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the Transportation Items window.

• Click Cancel to reject all changes and close the Transportation Items window.

Delete Child Items

To delete a child item of a transportation, follow the steps below.

1. From the Tasks menu, select Trade Management > Transportation > Manage Transportation . The Transportation Search window appears.

2. Enter or select search criteria as desired to make the search more restrictive.

3. Click Search . The transportations that match the search criteria are displayed in the Results section.

4. Select a record in the Results section.

5. In the Transportation column, click on the transportation link, or mark a record and select Actions > Edit or use the Edit icon. The Transportation window appears.

6. In the More Actions menu select Items . The Transportation Items window appears.

7. In the Transportation Items table, select the child item you want to delete.

8. Then select Actions > Delete or use the Delete icon.

9. You are prompted if you want to delete the selected record. Confirm the prompt with Yes.

10. The selected child item is removed from the Transportation Items table.

11. After you have deleted all necessary child items, choose one of the following options.

• Click Save to save your changes.

• Click Save and Close to save your changes and close the Transportation Items window.

• Click Cancel to reject all changes and close the Transportation Items window.

Create a Transportation by Order

In the Create Transportation by Order window you can enter and edit items, related shipments and other information for a specific purchase order. After populating all the information in the header you can query the details. In addition, you can edit or mass edit records.

The Create Transportation by Order window contains the following sections.

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Table 2-9 (Cont.) Create Transportation by Order Header - Fields/Buttons and Description

Fields/Buttons	Description
Default Child/Diffcheckbox	Select the Default Child/Diff checkbox to indicate that all transaction- level values (child/diffs) associated with the parent items will be defaulted. The quantity/UOM values will be rolled-up and displayed for each parent item. The parent item qty/UOM is non-editable when child records exist. The Child/Diff values may be edited by clicking the Items option. If the you delete all of the quantity values from the Item window, the Parent level quantities can then be edited. The parent-level Item quantity will be calculated based on the sum of child-level quantities in the Item window, the Item UOM value will also default to the parent-level.
Supplier Site	The supplier site is displayed. You cannot edit the supplier site.
Detailsbutton	Use the Details button, to query the details for the entered order information. The transportation details are displayed in the Details section. For more information about transportation details, see theDetails section.

Details

The Details section lists details for the entered order information. You can add, edit and delete item information for the transportation.

Details Table - Actions Menu, Icons and Buttons

Use the Actions Menu, icons and buttons to apply actions to the table. You can perform the actions listed below, as well as action described in “Action Menu and Icons” in the Oracle Retail Trade Management Do the Basics User Guide .

Table 2-10 Details Table - Actions Menu/Icons/Buttons and Description

Actions Menu/Icons/Buttons	Description
Mass Update orMass Update button	Opens the Mass Update window. For more information about how to perform a mass update, see the Mass Updatesection in “Manage Transportation”.
Transportation	Opens the Transportation window. For more information about this function, see theDefine a Transportationsection.
Items	Opens the Transportation Items window. For more information about this function, see theItemssection.

Create Transportation by Order - More Actions Menu

Use the More Actions menu to navigate to the following windows. The More Actions menu contains the following options.

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Table 2-11 Create Transportation by Order - More Actions Menu

More Actions Menu	Description
Shipments	Opens the Transportation Shipments window. This window displays shipment information such as ASN, shipped and received date, to location and location name. For more information about shipments, see theShipmentssection.
Details	Opens the Transportation Details window. This window displays a details of the delivery, packing, license/visa information as well as claims. For more information about transportation details, see theDetails section.
Missing Documents	Opens the Missing Documents window. You can add and delete all the missing documents for the current transport in this window. For more information about missing documents, see the “Missing Documents” section in the_Oracle Retail Trade Management Customs_ Entry User Guide.
Timelines	Opens the Timelines menu. The menu contains the following options. • Transportation
	Opens the Transportation Timelines window. • Order/Item Opens the Order/Item Timelines window. • Container
	Opens the Container Timelines window. • BOL/AWB (Bill of Lading/Airway Bill) Opens the BOL/AWB Timelines window. • Commercial Invoice
	Opens the Commercial Invoice Timelines window. • Order/BOL/AWB
	Opens the Order/BOL/AWB window.
	For more information about timelines, see theTimelinessection.

Create a Transportation by Order

To create a transportation by order follow the steps below.

1. From the Tasks menu, select Trade Management > Create Transportation by Order . The Create Transportation by Order window appears.

2. Enter, select or search for the necessary order information. For more information, about what do add in the Create Transportation header, see the Create Transportation by Order Header section.

3. Click Details . The details for the entered order information is displayed in the Detail section.

• Add items to the transportation by order. For more information about how to add items to the transportation by order, see the Add Items section.

• Edit item of the transportation by order. For more information about how to edit items of a transportation by order, see the Edit Items section.

• Delete items form the transportation by order. For more information about how to delete items from a transportation by order, see the Delete Items section.

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• a. The item information of the current item is displayed. Update the field as necessary.

• b. Then choose one of the following options.

  • Click OK to save your entries and close the Edit Item window.

  • Click Cancel to reject all entries and close the Edit Item window.

2. After you have made all the necessary changes, choose one of the following options.

• Click Save and Close , to save changes to the transportation and close the Create/ Manage Transportation by Order window.

• Click the arrow on the right side of the button to display the additional save options.

  • Click Save to save your entries.

  • Click Save and Create Another/Save and Edit Another to save the current transportation and create additional entries.

• Click Cancel to reject all entries and exit the Create/Manage Transportation by Order window.

Delete Items

To delete items from an transportation by order follow the steps below.

1. In the Details table, select the item you want to delete from the transportation.

2. Then select Actions > Delete or use the Delete icon.

3. You are prompted if you want to delete the record. Confirm the prompt with Yes .

4. The item is deleted from the Details table.

5. Then choose one of the following options.

• Click Save and Close , to save changes to the transportation and close the Create/ Manage Transportation by Order window.

• Click the arrow on the right side of the button to display the additional save options.

  • Click Save to save your entries.

  • Click Save and Create Another/Save and Edit Another to create additional entries.

• Click Cancel to reject all entries and close the Create/Manage Transportation by Order window.

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In this guide

• Guide: Transportation User Guide
• Previous: 1 Transportation Overview
• Next: 3 Manage Transportation