Field reference
Delivery Trip
How to use Delivery Trip in Shipments & Delivery: access, working steps, fields, related records and troubleshooting.
Purpose and access
Create the shipment or delivery record, identify the source transaction and parties, and record transport details. Review packing, quantities, addresses and status before confirming movement. Carrier integration is used only where configured.
This page is a record page in Logistics → Shipments & Delivery. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Company, Vehicle, Departure Time, Delivery Stop.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Delivery Trip from Logistics → Shipments & Delivery, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- When the draft is complete and you are authorized, submit it through the available approval process. Submission can create operational or accounting effects. Use the permitted cancellation/amendment process for later corrections.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Seriesnaming_series | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Initial Email Notification Sentemail_notification_sent | Check Optional · Read-only | Enable or disable the named option only when it matches the intended record behavior. |
Driverdriver | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Driver |
Driver Namedriver_name | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Driver Emaildriver_email | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Driver Addressdriver_address | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Address |
Total Estimated Distancetotal_distance | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Distance UOMuom | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Vehiclevehicle | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Vehicle |
Departure Timedeparture_time | Datetime Required | Record the date and time in the configured system/user time zone. |
Employeeemployee | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Employee |
Delivery Stopdelivery_stops | Table Required | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Delivery Stop |
Statusstatus | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Delivery Trip |
Child tables
Delivery Stop — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Customercustomer | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer |
Address Nameaddress | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Address |
Lockedlocked | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Customer Addresscustomer_address | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Visitedvisited | Check Optional | Enable or disable the named option only when it matches the intended record behavior. |
Delivery Notedelivery_note | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Delivery Note |
Grand Totalgrand_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Contact Namecontact | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Contact |
Email sent toemail_sent_to | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Customer Contactcustomer_contact | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Distancedistance | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Estimated Arrivalestimated_arrival | Datetime Optional | Record the date and time in the configured system/user time zone. |
UOMuom | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Detailsdetails | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.