Brokerage and Forwarding

Freight Forwarding Actions and SmartLinks

This page is accessed via Brokerage and Forwarding > Booking > Freight Forwarding > Actions.

Action

Sub-Actions

Apply Buyer Template

 

Apply Customer Template

 

Auto Apply Services

 

Calculate Best Direct Cost

Buy

Sell

Copy Freight Forwarding

 

Create Buy Shipment

Build Buy Shipment on Primary Leg

Build Buy Shipment on Primary Leg Show Consol Options

Bulk Plan - Buy

Direct

Manual

Manually Assign to Existing Shipment

Move Order to Existing Shipment

Multi-stop

Show Routing Options

Create Sell Shipment

Build Sell Shipment on Primary Leg

Build Sell Shipment on Primary Leg Show Consol Options

Bulk Plan - Sell

Direct

Manually Assign to Existing Shipment

Move Order to Existing Shipment

Multi-stop

Show Routing Options

Create Commercial Invoice

 

Create Job

 

Documents

Attach Documents

Generate Document

Limited Documents

Upload Document

Events

Add Order Release Event

View Order Release Events

Generate Ship Units

 

Global Trade Management

Create Trade Transaction

Build Trade Transaction

Propagate Changes to Trade Transaction

Remove from Trade Transaction

Manage Buy/Sell Order Movement

Delete

Manually Create Order Movements

Show Itineraries

With Best Itinerary

Map

Map Order Releases

Milestone Monitor

Assign

Assigned Milestone Monitors

Reports

Custom Reports

Various Public Reports

Settlement

Allocate Cost

Assign General Ledger Codes - Buy

Assign General Ledger Codes - Sell

Unassign Order Release

Unassign and Retain Order Movements - Buy/Sell

Uassign Order - Buy/Sell

Utilities

Change External Status

Change Pickup and Delivery Dates

Modification Acknowledged

Send Allocation via Order

Send Interface Transmission

Set Appointment

Set Image

Set Indicator

View

Limited Audit

Plot Related Buy/Sell Shipments

SmartLinks

Right-click on any ID to launch the following SmartLinks.

SmartLink

Displays

Booked/Shipped/Received

Booked/Shipped/Received page that typically appears when running the Booked/Shipped/Received action against an order in Visibility.

Documents

Documents results page showing Document IDs that are linked to this order

Full Audit

Audit Trails results page displaying all changes that were made to the order.

Order Life Time Visibility

Navigation page so you can review the various stages of the order. Also, you can view related orders.

Original Order Base

Order Base Results page listing the order base from which the order release was created.

Related Bills

Bill Results page listing the bill records that were generated from the order release.

Related Buy Shipments

Buy Shipment Results page listing the shipments that were created from the order

Related Itinerary

Itinerary Results page listing the itinerary that was assigned to the order release as a result of shipment planning.

Related Rate Record

Rate Record Results page list the rate record that was used to build a shipment for this order release. If the order release is not planned on a shipment, no rate records are displayed.

Related Sell Shipments

Sell Shipment Results page listing the shipments that were created from the order.

Track and Trace

Track and Trace page that appears when you perform the Track and Trace action against an order in Visibility.

View Appointment

View page showing various ship unit data in addition to the pickup/deliver appointment dates and appointment number.

View Financials

Financial page so you can review the current bills and transportation costs that resulted from an order base/order release.

View Related Commercial Invoices

Commercial invoices created for the order release.

View Related Jobs

Jobs to which this order is assigned.

View Related Order Movements

Order movements created from the order release.

View Related Quotes

Quotes that were used to create the order release.

View Related Reference Numbers

Hierarchy of reference numbers from related business objects.

View Related Remarks

Hierarchy of remark records from related business objects.

View Release Instruction Totals

Ordered and released totals of the line item or ship units release instructions that were used to create the order release.

Related Topics