Set up delivery information
This unit shows you how to set up delivery information for landed costs.
Shipping ports
Shipping ports identify the origin and destination of the goods that are shipped. A To port and a From port are defined for each voyage based on the vessel's chosen route. Shipping ports help you construct the itinerary of a journey and the activities that are associated with the voyage. Typically, they're identified by the city's name and the country or region where the shipping port is located.
Go to Landed cost > Delivery information setup > Shipping ports to work with shipping ports. On this page, you can view, edit, add, and delete records for your shipping ports. The following list describes the fields that are available for each record.
| Field | Description |
|---|---|
| Shipping port | Enter a unique identifier for the shipping port. |
| Description | Enter the port's description. |
Tracking control center
The Tracking control center is where you can set up the lead times, status updates, and information that are associated with a voyage as the shipping containers travel from one leg of the journey to the next. Creating a tracking control record will associate it with a specific leg of a journey for a voyage. When a leg of the voyage is updated, the associated record will be updated and filled in as specified. You can change the tracking information for specific voyages on the All voyages page.
Go to Landed cost > Delivery information setup > Tracking control center.
Depending on the value that you selected in the Create type box in the list pane, the Tracking control center will display one of three page views: Blank, Lead time, or Status update. Each page view updates a distinct set of information that is related to the progress of a voyage from the beginning point to the final destination.
Each of the three create types in the Tracking control center contain the following fields:
Source table, Source field - These fields identify a database source table and field. The rule will load the value from the field and then use it in the manner specified by the rule's other options.
Target table, Target field - These fields identify a database destination table and field. The rule will load the value in the field and then use (or overwrite) it in the manner described by the rule's other options.
Activity - This field identifies that activity type applied to a shipping container that matches a rule.
Matching criteria - This field determines how the system identifies a rule match. In each case, the system examines the source and destination data to determine whether a field in the target data should be updated. Here's an example:
Source table = Voyages -> Target table = Purchase header or Purchase lines
From port = Hong Kong -> From port = Shanghai
- Both - The target field isn't updated because the two ports don't match.
- Source - The target field is updated because the source table's "from" port is Hong Kong.
- Target - The target field isn't updated because the destination table's "from" port is Shanghai (not Hong Kong).
Copy action - There are two options, Copy or Default.
Select Copy to copy the value from the source field to the destination field.
Select Default to set a static value for the destination field.
Default - When the Copy action is set to Default, the Default field specifies the destination field's default value. For instance, if the action is related to updating a port and the Copy action field is set to Default, the Default field identifies a port.
Leg - This field identifies the leg of the journey where a specified action, such as loading or customs, occurs.
Service provider - This field identifies the service provider if a specific one is used for the journey's current status update/leg. The vendor account is where service providers are defined.
Lead time rules
The lead time is the projected time that is required for a voyage to finish a specific leg of its journey. You can use the lead time for each leg of travel to determine the voyage's projected delivery date. Then, this date is recorded on each purchase line in the voyage's Confirmed delivery date field.
Lead time rules help you manage date updates. These updates are automatically generated if the voyage is created by using a journey template.
Follow these steps to add a lead time rule in the Tracking control center:
You can get started in one of two ways:
Go to Landed cost > Multi-leg journey setup > Legs.
Select the leg where you want to set up lead times.
From the Action Pane, select Tracking control center, which will preload the selected leg's information.
Go to Landed cost > Delivery information setup > Tracking control center. You'll manually select a leg in step 4 of this procedure.
In the list pane, set Create type to Lead time.
On the Action Pane, select New.
Depending on which action you took in step 1, use one of the following steps:
If you started from the Legs page, no action is required. The Leg field is set to the leg that you selected in step 1.
If you started from the Tracking control center, go to the Leg field, and select the leg where you want to create a lead time rule.
Based on the value of the Leg field, the following fields will be set automatically:
Source table - Container activities
Source field - Actual end date
Target table - This field is left blank
Target field - This field is left blank
In the Activity field, select where you want the rule to be applied.
In the Lead time field, enter the number of days that will be applied when this rule is triggered.
Watch the video to see a demonstration of how to set up a lead time rule.
Status update rules
When the Create type is set to Status update, records will be updated at the voyage, shipping container, or folio level to reflect purchase order lines and status changes. You can set up these records independently, and you can use them to update a user or department on the status of a voyage (such as documents received or goods in transit).
When the Create type is set to Status update, the Lines FastTab is where you can define the cost area and the voyage's status update. For instance, if you have a line with a Cost area set to Container and the Voyage status set to Goods in transit, then when an order completes the designated leg, the shipping container's Voyage status field will be updated to Goods in transit.
Status updates provide the status of a voyage across all voyages and purchase order lines that are related to that voyage. For example, as a voyage progresses from port to port until it reaches its final destination, you can view the items' stage in the Voyage status field on the voyage record.
Follow these steps to add a status update rule to the Tracking control center:
You can begin in one of two ways:
Go to Landed cost > Multi-leg journey setup > Legs.
Select the leg where you want to set up a status update.
On the Action Pane, select Tracking control center, which is preloaded with information about the selected leg.
Go to Landed cost > Delivery information setup > Tracking control center. You'll manually select a leg during step 4.
In the list pane, set the Create type to Status update.
On the Action Pane, select New.
Depending on which action you took in step 1, use one of the following steps:
If you started from the Legs page, no action is required. The Leg field is set to the leg that you selected in step 1.
If you started from the Tracking control center, go to the Leg field and select the leg where you want to create a lead time rule.
Based on the value of the Leg field, the following fields are automatically set.
Source table - Container activities
Source field - Actual end date
Target table - This field is left blank.
Target field - This field is left blank.
In the Activity field, select where you want that rule to apply.
On the Lines FastTab, enter the status updates for each cost area.
Blank type rules
You can use records with the Create type field set to Blank to override or enter a field value based on the data of another field. For example, based on the Tracking control center rules, a field from Landed cost will overwrite data in other Supply Chain Management areas.
Go to Landed cost > Delivery information setup > Tracking control center.
In the list pane, set the Create type field to Blank.
On the Action Pane, select New.
Define the source and destination values, matching criteria, copy action, and other relevant parameters as required for your rule.
Required tracking control setup
Two records are required for each journey template in the Tracking control center. Both records have a Create type set to Blank and are used in all implementations of landed costs. These records ensure that the purchase confirmed date and items in transit estimated dates are updated in the expected manner for voyages and related purchase order lines.
The first record is required to update purchase lines, and it must have the following settings:
Source table - Container activities
Source field - Estimated end date
Target table - Purchase lines
Target field - Confirmed or delivery date
The second record is required to update goods in transit transactions, and it must have the following settings:
Source table - Container activities
Source field - Estimated end date
Target table - Goods in transit order
Target field - Expected date