Freight forwarder document type setting profiles - Voyage creator

Users can access the form by navigating to EDI > Setup > Document types.

• To create a new record, select document type Voyage creator.
• Select the New button in the Settings profiles FastTab.
• Specify the Settings profile id and Description of the profile.
• Select the Settings profile id hyperlink or the Setup button to update profile details.

Field	Description	Options/Example
Item ID source	Determine the method of item identification used by this freight forwarder	• Our Item number - this is the item ID on the items form • External item number - this is the purchase order’s external item ID • GTIN - this is the GTIN assigned to an item • Barcode - This is the Barcode assigned to an item.
Allow purchase order over delivery	Increase deliver remainder on purchase order (PO)	If Voyage qty > PO remainder • Yes – Voyage is created, and PO deliver remainder increased • No – Staging record errors, and Voyage isn’t created
Allow transfer order over delivery	Increase ship and receive remain on transfer order (TO)	If Voyage qty > TO remainder • Yes – Voyage is created, and TO deliver remainder increased • No – Staging record errors, and Voyage isn’t created
Duplicate tolerance	If external voyage id/booking reference already exists	• Accept – Add to existing Open Voyage • Warning – Creates new Voyage and staging record has Warning log • Error – Staging record errors, and Voyage isn’t created
Source line search strategy	Determines which source line to use when PO/TO contains multiple lines for same item + dims. See following subsection for additional details	• Top down • Expected date • Quantity

Source line strategy

When a purchase or transfer order contains multiple open order lines for the same item and dimensions (size, color, configuration or style), the source line strategy is utilized to determine which line/s to allocate to the voyage.

• Line number document - Order lines are allocated according to Voyage creator staging line’s ‘Line number document’ value. Recommended option, especially where the purchase order line’s unit isn’t the product’s inventory unit.
• Top down - Order lines are allocated according to line number, from top down.
• Expected date - Order line with delivery date closest to voyage’s ship date.
• Quantity - Order line with closest match to voyage quantity (order line qty >= voyage qty)

If there are multiple matches for date or qty, strategy defaults to top down.

Example

Source transactions with all same item and dimensions:

Order line no	Qty	Delivery date
1	90	1 March 2022
2	110	15 March 2022
3	120	29 March 2022

Voyage creator staging line example values:

• Line number document - 2
• Qty - 100
• Ship date - 28 March 2022.

Each strategy will use the following source line number(s):

Line number document	Top down	Expected date	Quantity
Line 2 (qty 100)	Line 1 (qty 90) Line 2 (qty 10)	Line 3 (qty 100)	Line 2 (qty 100)

Where used

The Setting profile can be assigned on the Incoming documents FastTab to document type Voyage creator for the Freight forwarder landed cost Trading partner at EDI > Setup > Trading partners.

Data entity

• EDI setting voyage creator