Creating a New Work Order
Select the Workflow from the drop-down for which the work order is to be created.
The following dialog box allows users to create new work orders:
Select the Workflow for which the work order is to be created.
Go to the Header tab.
Provide the main document number in the Transport Document field. Click on the 'Add To Existing' button if you want the shipment to be merged with an existing shipment.
Provide the name of the Responsible Person.
Select the Bond agent from the drop-down. Click on the 'Add New' link if the bond agent is not available on the list and a new agent is to be added.
Select the Customer from the drop-down. Click on the 'Add New' link if the customer is not available on the list and a new customer is to be added.
Select the Carrier from the drop-down for which the shipment is made.
Select the name of the Loading Yard from the drop-down. Click on 'Add New' link if the Loading Yard is not available on the list and a new Loading Yard is to be added.
If the Shipper and Receiver are the same as the Customer, select the checkbox 'Same as Customer'. Select the Shipper and Receiver from the drop-down if it is not the same as the customer. If it is not same as the customer, uncheck the box and select from the drop-down. Click on the 'Add New' link if not available on the list and a new Shipper / Receiver is to be added
Select the Shipment Type from the drop-down.
Select the Cargo Type from the drop-down.
Select the Origin Depot from the drop-down.
Select the Country of Origin from the drop-down.
Select the Destination Depot from the drop-down.
Select applicable services from the Select Services field. If no services are required, select the 'No Services' checkbox. This option is only displayed when the selected workflow has services linked to it.
Select the Final Destination from the drop-down.
Go to the Work Order tab.
Select Input Method for this work order - Form or CSV. See the Input Method below.
Select the number of work orders to be created from the drop-down.
Select Allow container/manifest already in use if the container/manifest number is used in another work order that is not closed yet.
Go to the Data tab.
Data fields that apply to the Shipment will appear here. Data fields that are work order specific will not appear here.
Click on the 'Create' button to add this work order(s) to the workflow.
* Irrespective of the number of work orders created, the first work order is opened automatically after creation.
Containers or loads can be added to a shipment in two ways:
The form option requires the relevant fields to be entered individually. Specify the number of containers/loads to be added (a single work order is created for each container/load). The following table is displayed
Enter the container number in Container Nr. field, enter the Manifest number if there is no container involved, enter the Weight, enter the Volume (always measures in cubic meters (m³) and must always be less than 1,000 m³) and the Seal Number and select the Load Type and if it's Shipper Owned then check box it.
By Clicking on the icon you can copy the same value to all other containers.
By clicking on '?' you will get a list of the container/load types.
The Form input method allows users to create up to 100 work orders at a time. In order to create more work orders, this process can be repeated by using the same transport document number.
The CSV option requires all relevant fields to be entered collectively as a comma-separated text
The following text box is displayed:
Enter comma-separated fields in the order- Container Number, Manifest, Weight, Volume, Seal Number, Load Type, Shipper Owned (Y/N). Leave the Manifest blank if it is a container and vice-versa. Using this input format, a maximum of 100 work orders can be created in one go.
Copy and paste directly from excel. Download the sample excel file to see the instructions.