Field reference
Shipment
How to use Shipment 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: Address, Address, Value of Goods, Pickup Date, Pickup from, Pickup to, Description of Content.
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 Shipment 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 |
|---|---|---|
Pickup fromheading_pickup_from | Heading Optional | Complete the value according to the field label and the record’s validation rules. |
Pickup frompickup_from_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Companypickup_company | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Customerpickup_customer | 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 |
Supplierpickup_supplier | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Addresspickup_address_name | 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 |
pickup_addresspickup_address | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Pickup Contact Personpickup_contact_person | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Contactpickup_contact_name | 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 |
pickup_contactpickup_contact | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Delivery toheading_delivery_to | Heading Optional | Complete the value according to the field label and the record’s validation rules. |
Delivery todelivery_to_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Companydelivery_company | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Customerdelivery_customer | 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 |
Supplierdelivery_supplier | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Supplier |
Addressdelivery_address_name | 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 |
delivery_addressdelivery_address | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Contactdelivery_contact_name | 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 |
delivery_contactdelivery_contact | Text Editor Optional · Read-only | Maintain formatted content for the record; review any public-facing output before publishing. |
Shipment Parcelshipment_parcel | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Shipment Parcel |
Parcel Templateparcel_template | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Shipment Parcel Template |
Total Weight (kg)total_weight | Float Optional · Read-only | Enter a numeric value using the required unit and precision. |
Shipment Delivery Noteshipment_delivery_note | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Shipment Delivery Note |
Palletspallets | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Value of Goodsvalue_of_goods | Currency Required | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Pickup Datepickup_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Pickup frompickup_from | Time Required | Record the time in the format accepted by the field. |
Pickup topickup_to | Time Required | Record the time in the format accepted by the field. |
Shipment Typeshipment_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Pickup Typepickup_type | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Incotermincoterm | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Incoterm |
Description of Contentdescription_of_content | Small Text Required | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Service Providerservice_provider | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Shipment IDshipment_id | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Shipment Amountshipment_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Statusstatus | Select Optional · Read-only | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Carriercarrier | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Carrier Servicecarrier_service | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
AWB Numberawb_number | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Tracking Statustracking_status | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Tracking Status Infotracking_status_info | Data Optional · Read-only | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Delivery tripnexcom_delivery_trip | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Delivery Trip |
Vehiclenexcom_vehicle | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Vehicle |
Expected deliverynexcom_expected_delivery | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Proof of deliverynexcom_delivery_evidence | Attach Optional | Upload the permitted evidence file. Confirm the record and privacy settings before sharing. |
Child tables
Shipment Parcel — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Length (cm)length | Float Optional | Enter a numeric value using the required unit and precision. |
Width (cm)width | Float Optional | Enter a numeric value using the required unit and precision. |
Height (cm)height | Float Optional | Enter a numeric value using the required unit and precision. |
Weight (kg)weight | Float Required | Enter a numeric value using the required unit and precision. |
Countcount | Int Required | Enter a whole-number value. |
Shipment Delivery Note — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Delivery Notedelivery_note | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Delivery Note |
Valuegrand_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
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.