Order Release Actions and SmartLinks

This page is accessed via Order Management > Order Release > Order Release > Actions.

Option	Sub-Option	Actions
Brokerage and Forwarding	Utilities	Create Commercial Invoice Create Job
Business Process Automation	Documents	Assign Document Sets Attach Documents Generate Document Limited Documents Upload Document View Document Sets
	Milestone Monitor	Assign Assigned Milestone Monitors Event History
	Reports	Custom Reports Various Public Reports
Financials	Settlement	Allocate Cost Assign General Ledger Codes - Buy Assign General Ledger Codes - Sell
	Utilities	Send Allocation via Order
Global Trade Management		Create Trade Transaction Build Trade Transaction Propagate Changes to Trade Transaction Remove from Trade Transaction
Operational Planning*	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 Network Routing Options Show Network Routing Options - Ocean 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 Manual Manually Assign to Existing Shipment Move Order to Existing Shipment Multi-stop Show Network Routing Options Show Network Routing Options - Ocean Show Routing Options
Order Management	Calculate Best Direct Cost	Buy Sell
	Change Order	Apply Buyer Template Apply Customer Template Apply Order Schedule Auto Apply Services Change Pickup and Delivery Dates Delete Remaining Quantity Edit Shipment Quantities Generate Ship Units Order Release Line Packing Set Appointment Split Order Release Assign Voyage Schedule
	Events	Add Order Release Event View Events by Tracking Number View Order Release Events
	Manage Buy Order Movement Note: OTM does not support order movement planning for multi-stop orders.	Delete Manually Create Order Movements Show Itineraries With Best Itinerary
	Manage Sell Order Movement	Delete Manually Create Order Movements Show Itineraries With Best Itinerary
	Map	Map Order Releases
	Unassign Order Release	Unassign and Retain Order Movements - Buy/Sell Unassign Order - Buy/Sell
	Utilities	Change External Status Compose and Send Message Confirm to Ship Copy Order Release Mark for Purge Modification Acknowledged Send Interface Transmission Set Image Set Indicator Sync Shipped Quantity with Order
	View	Audit Trail Plot Related Buy/Sell Shipments

* Some order release operational planning actions do not work with order releases that contain stops. The valid actions for planning an order release with stops are:

Bulk Plan - Buy
Bulk Plan - Sell
Direct

** These actions will allow shipment ship unit repacking when the shipment ship unit repacking parameter (PERFORM SHIP UNIT REPACK) is set to True.

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 Order Base Lines	Shows all the order base lines related to the order release.
Related Order Bases	Shows the order bases related to the order release.
Related Order Release Lines	Shows the order release lines associated with the order release.
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.
Status	This displays the statuses related to the order release.
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 Consols	Consols related to this order.
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 Related SKUs	After selecting SKU link criteria, you can see SKUs that are related to the order release.
View Related Shipment Groups	Displays the shipment groups associated with both the buy shipments and sell shipments of the order release.
View Related Trade Transactions	GTM transactions related to the selected order release.
View Release Instruction Totals	Ordered and released totals of the line item or ship unit release instructions that were used to create the order release.

Order Release Actions and SmartLinks

SmartLinks

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