Quick Reference Guide

Forwarding: Export Sea

Create a consol (1FOR021) Create a shipment (1FOR009) Forwarding instruction (1FOR011)

1. Go to Operate > Forwarding > Forwarding > (1ACC013)
1. In the consolidation record, in the Shipment grid, there 1. Before generating the document, some fields can be
Consolidations.
are three options to add a shipment to the consolidation: overridden if required. Click on the Doc Data > System
2. Click on the New button.
a. Enter the shipment details directly into the Defined Data tab and make the required changes. Note,
3. Under the Details tab, enter/complete:
Shipment grid, or changes made here will override values entered against
a. Type
b. Click on the New button below the Shipment grid, the job registration.
b. Transport: SEA – Sea Freight
or 2. Additional remarks can be added to the document
c. Container Mode
c. Click on the Attach button below the Shipment under the Notes tab by selecting Forwarding
d. 1st Load
grid. Instruction Notes from the Description drop-down
e. Last Disc
2. In the Edit Shipment window enter the required details, menu.
f. Voyage
ensuring to enter the house bill details. 3. To generate the document, click on the Documents
g. Vessel
3. The Packing and Pickup options can be configured under menu and select Departure > Document Pack.
h. Load Port
the respective tabs.
i. Discharge
4. Once complete, click on the Save button.
j. ETD Costing (1ACC017)
k. ETA
l. BOL. Billing job (1ACC013) 1. Click on the Accounting > Consol Costing tab. Within
the Cost Summary grid, enter the necessary charges
4. Under the Organizations tab, some fields may populate
1. In the Shipment record, go to the Billing > Invoicing tab. using one of the below functions:
with some data from the related forwarder organization
2. First, enter/confirm the job header details. a. Autorate: click on the Job Invoicing menu and
record.
3. Within the Charge Line grid, enter the necessary select an autorate option
5. Under the Departure tab, enter:
charges using one of the below functions: b. Quick Calculator: enter charge code, select the
a. CTO Address
a. Autorate: click on the Job Invoicing menu and line, and press Ctrl + 0 on your keyboard
b. CFS Address.
select an autorate option c. Standard Calculator: within the amount fields,
6. Click on the Save button and review the consol number.
b. Quick Calculator: enter charge code, select the press F4 on your keyboard
Enter sailing schedule (1FOR002) line, and press Ctrl + 0 on your keyboard d. Manual entry: enter the charge code and the
1. Go to the Routing tab of the consolidation record. c. Standard Calculator: within the amount fields, required fields.
2. Click into the next gridline and enter the voyage details or press F4 on your keyboard 2. In the Apportioned Charges grid, as you enter the
tick the Is Linked box to select a published schedule. d. Manual entry: enter the charge code and the charge, the amount is distributed onto each attached
Record containers (1FOR020) required fields. shipment dependent on the option selected from the
4. Once the charges have been entered, either: Apportionment Filter drop-down menu.
1. Under the Containers tab, enter the container
a. Preview: to preview or generate a Pro Forma 3. If required, the charges can be spotted as actual cost
information. It is recommended the following fields are
invoice, click on the Job Invoicing menu, and select immediately. To do this, the payables invoice details
completed:
Preview Invoices. need to be recorded, including:
a. Container #: the container number won’t be known
b. Post: to post and deliver invoices, click on the Job a. Creditor
until after it’s been released from the container
Invoicing menu, and select a posting option. b. Invoice Number
yard.
c. Invoice Date
b. Count: enter the number of containers requested
d. Due Date.
c. Container Type.
e. Cost Owner.
2. Below the grid, additional information can be entered for
To post the supplier invoice, click on the Job Invoicing menu
the selected container.
and select the required posting option.

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