Order Management
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 |
|
Business Process Automation |
Documents |
|
|
Milestone Monitor |
|
|
||
Financials |
Settlement |
|
|
Utilities |
|
Global Trade Management |
|
|
Logistics Machine Learning |
Perform Prediction |
|
Operational Planning* |
Create Buy Shipment |
Build Buy Shipment on Primary Leg** Build Buy Shipment on Primary Leg Show Consol Options Direct** Manually Assign to Existing Shipment Move Order to Existing Shipment Show Network Routing Options** |
|
Create Sell Shipment |
Build Sell Shipment on Primary Leg** Build Sell Shipment on Primary Leg Show Consol Options Direct** Manually Assign to Existing Shipment Move Order to Existing Shipment Show Network Routing Options** |
Order Management |
Calculate Best Direct Cost |
|
|
Change Order |
|
|
Events |
|
|
Manage Buy Order Movement Note: OTM does not support order movement planning for multi-stop orders. |
|
|
Manage Sell Order Movement |
|
|
Map |
|
|
Unassign Order Release |
|
|
Utilities |
|
|
View |
* 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 page that typically appears when running the Booked/Shipped/Received action against an order in Visibility. |
|
Documents results page showing Document IDs that are linked to this order |
|
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. |
This displays the statuses related to the order release. |
|
Track and Trace page that appears when you perform the Track and Trace action against an order in Visibility. |
|
View page showing various ship unit data in addition to the pickup/deliver appointment dates and appointment number. |
|
Financial page so you can review the current bills and transportation costs that resulted from an order base/order release. |
|
Commercial invoices created for the order release. |
|
Consols related to this order. |
|
Jobs to which this order is assigned. |
|
Order movements created from the order release. |
|
Quotes that were used to create the order release. |
|
Hierarchy of reference numbers from related business objects. |
|
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. |
Ordered and released totals of the line item or ship unit release instructions that were used to create the order release. |