Sea Shipment

Overview

Sea Shipment is the main transaction document in the Sea Freight module. It represents a single sea freight shipment from origin to destination, containing all relevant information about the cargo, parties involved, containers, packages, services, and charges.

Purpose

The Sea Shipment document is used to: - Track individual sea freight shipments from booking to delivery - Manage container and package details - Link to Master Bills for consolidated shipments - Record services and charges - Track milestones and shipment status - Calculate sustainability metrics - Generate shipping documents

Document Structure

The Sea Shipment document is organized into the following tabs:

Details Tab

Contains the primary shipment information:

Basic Information

  • Naming Series: Document numbering series
  • Booking Date: Date when the shipment was booked (required)
  • Shipping Status: Current status of the shipment
  • Transport Mode: Always "Sea" for sea freight
  • Direction: Import, Export, or Domestic (required)
  • Shipping Line: Ocean carrier for the shipment
  • Local Customer: Customer for this shipment (required)
  • Freight Agent: Freight forwarding agent if applicable

Shipment Classification

  • House Type: Type of house bill (Standard House, Co-load Master, etc.)
  • Release Type: Type of release
  • Entry Type: Customs entry type (Customs Permit, Transshipment, ATA Carnet)
  • Service Level: Logistics service level

Route Information

  • Shipper: Party shipping the goods (required)
  • Origin Port: Origin port UNLOCO code (required)
  • ETD: Estimated Time of Departure
  • Consignee: Party receiving the goods (required)
  • Destination Port: Destination port UNLOCO code (required)
  • ETA: Estimated Time of Arrival

Cargo Summary

  • Volume: Total volume in cubic meters (cbm)
  • Weight: Total weight in kilograms (kg)
  • Chargeable: Chargeable weight in kilograms (kg)

House Tab

Contains House Bill of Lading information:

Shipping Details

  • House BL: House Bill of Lading number
  • Incoterm: International commercial terms
  • Additional Terms: Any additional terms and conditions

Cargo Details

  • Packs: Number of packages
  • Inner: Inner package count
  • Good Value: Value of goods
  • Insurance: Insurance value

Description

  • Description: Detailed description of goods
  • Marks and Nos: Shipping marks and numbers

Master Tab

Contains Master Bill information:

  • Master Bill: Link to Master Bill document if part of consolidation
  • Container Type: Default container type
  • Vessel: Vessel name
  • Voyage No.: Voyage number

Addresses Tab

Contains address and contact information:

Bill of Lading Addresses

  • Shipper Address: Address of the shipper
  • Shipper Address Display: Display of shipper address
  • Consignee Address: Address of the consignee
  • Consignee Address Display: Display of consignee address

Shipping Contacts

  • Shipper Contact: Contact person for shipper
  • Shipper Contact Display: Display of shipper contact
  • Consignee Contact: Contact person for consignee
  • Consignee Contact Display: Display of consignee contact

Notify Party

  • Notify To Party: Party to be notified
  • Notify To Address: Address for notification

Services Tab

Contains additional services:

  • Services: Table of Sea Freight Services
    • Service type
    • Service description
    • Service charges

Packing Tab

Contains container and package details:

Containers Section

  • Containers: Table of Sea Freight Containers
    • Container number
    • Container type
    • Seal numbers
    • Container status
  • Total Containers: Total number of containers (auto-calculated)
  • Total TEUs: Total TEU capacity (auto-calculated)

Packages Section

  • Packages: Table of Sea Freight Packages
    • Commodity
    • HS Code
    • Number of packs
    • UOM (Unit of Measure)
    • Weight
    • Volume
    • Goods description
    • Dangerous goods information (if applicable)
    • Temperature control requirements (if applicable)
  • Total Packages: Total number of packages (auto-calculated)
  • Total Volume: Total volume (auto-calculated)
  • Total Weight: Total weight (auto-calculated)

Charges Tab

Contains charge and billing information:

Job Information

  • Handling Branch: Branch handling the shipment
  • Handling Department: Department handling the shipment
  • Recognition Date: Date for revenue recognition
  • Job Description: Description of the job
  • Quote No: Link to quotation if applicable

Charges

  • Charges: Table of Sea Freight Charges
    • Charge type
    • Description
    • Quantity
    • Rate
    • Amount
    • Currency
    • Charge category (Revenue or Cost)

Accounts Tab

Contains accounting dimensions:

  • Company: Company for accounting (required)
  • Branch: Branch for accounting (required)
  • Cost Center: Cost center for cost tracking (required)
  • Profit Center: Profit center for profitability analysis (required)
  • Job Costing Number: Job costing number for cost tracking

Milestones Tab

Contains milestone tracking:

  • Milestone HTML: Visual display of shipment milestones and status

Connections Tab

Contains linked documents and relationships:

  • Shows connections to related documents like Master Bill, Consolidation, etc.

Notes Tab

Contains internal and external notes:

  • External Notes: Notes visible to customers
  • Internal Notes: Internal notes for operations team

Sustainability Tab

Contains sustainability metrics:

  • Estimated Carbon Footprint: Estimated carbon emissions
  • Estimated Fuel Consumption: Estimated fuel consumption
  • Sustainability Notes: Notes on sustainability measures

Alerts Tab

Contains delay and penalty alerts:

Delay Alerts

  • Has Delays: Checkbox indicating if there are delays
  • Delay Count: Number of delays
  • Last Delay Check: Date of last delay check
  • Delay Alert Sent: Whether delay alert has been sent

Penalty Alerts

  • Has Penalties: Checkbox indicating if there are penalties
  • Detention Days: Number of detention days
  • Demurrage Days: Number of demurrage days
  • Free Time Days: Free time allowed
  • Penalty Alert Sent: Whether penalty alert has been sent
  • Last Penalty Check: Date of last penalty check
  • Estimated Penalty Amount: Estimated penalty amount

Creating a Sea Shipment

Step 1: Basic Information

  1. Navigate to Sea Freight > Transactions > Sea Shipment
  2. Click New
  3. Select the Naming Series
  4. Enter the Booking Date
  5. Select Direction (Import/Export/Domestic)
  6. Select Local Customer (required)
  7. Select Shipping Line

Step 2: Route Information

  1. Select Shipper (required)
  2. Select Origin Port (required) - use UNLOCO code
  3. Enter ETD (Estimated Time of Departure)
  4. Select Consignee (required)
  5. Select Destination Port (required) - use UNLOCO code
  6. Enter ETA (Estimated Time of Arrival)

Step 3: House Bill Information

  1. Go to House Tab
  2. Enter House BL number if available
  3. Select Incoterm if applicable
  4. Enter cargo details (packs, weight, volume, value)
  5. Enter Description of goods
  6. Enter Marks and Nos if applicable

Step 4: Master Bill Linking

  1. Go to Master Tab
  2. If part of consolidation, select Master Bill
  3. Enter Vessel name
  4. Enter Voyage No.
  5. Select Container Type if applicable

Step 5: Containers

  1. Go to Packing Tab
  2. In Containers Section, click Add Row
  3. Enter container details:
    • Container number
    • Container type
    • Seal numbers
    • Status
  4. System will auto-calculate Total Containers and Total TEUs

Step 6: Packages

  1. In Packing Tab, go to Packages Section
  2. Click Add Row
  3. Enter package details:
    • Commodity
    • HS Code
    • Number of packs
    • UOM
    • Weight
    • Volume
    • Goods description
  4. If dangerous goods, enter DG information
  5. If temperature controlled, enter temperature requirements
  6. System will auto-calculate totals

Step 7: Services

  1. Go to Services Tab
  2. Click Add Row to add services
  3. Select service type and enter details
  4. Enter service charges if applicable

Step 8: Charges

  1. Go to Charges Tab
  2. Enter Handling Branch and Department if applicable
  3. Enter Recognition Date for revenue recognition
  4. In Charges table, click Add Row
  5. Enter charge details:
    • Charge type
    • Description
    • Quantity
    • Rate
    • Amount
    • Currency
    • Category (Revenue or Cost)
  6. Alternatively, link to Pricing Center for automated rate calculation

Step 9: Accounting

  1. Go to Accounts Tab
  2. Select Company (required)
  3. Select Branch (required)
  4. Select Cost Center (required)
  5. Select Profit Center (required)
  6. Select Job Costing Number if using job costing

Step 10: Addresses and Contacts

  1. Go to Addresses Tab
  2. Select Shipper Address and Shipper Contact
  3. Select Consignee Address and Consignee Contact
  4. Enter Notify To Party and Notify To Address if applicable

Step 11: Save and Submit

  1. Review all information
  2. Add any Internal Notes or External Notes in Notes Tab
  3. Click Save
  4. Click Submit to finalize the shipment

Status Management

The Sea Shipment document supports status tracking through the Shipping Status field. Common statuses include:

  • Draft: Initial creation
  • Booked: Booking confirmed
  • In Transit: Shipment in transit
  • Arrived: Arrived at destination
  • Delivered: Delivered to consignee
  • Cancelled: Cancelled shipment

Linking to Master Bill

If the shipment is part of a consolidation:

  1. Create or identify the Master Bill
  2. In Sea Shipment, go to Master Tab
  3. Select the Master Bill
  4. The shipment will be linked to the consolidation

Charge Calculation

Charges can be entered manually or calculated automatically:

Manual Entry

  1. Go to Charges Tab
  2. Add rows in Charges table
  3. Enter charge details manually

Automated Calculation

  1. Ensure Sea Freight Rates are configured in Pricing Center
  2. System will calculate charges based on:
    • Origin and destination ports
    • Container type
    • Weight and volume
    • Service level
  3. Charges will be populated automatically

Milestone Tracking

The Milestones Tab provides visual tracking of shipment progress:

  • Shows key milestones and their status
  • Displays estimated and actual dates
  • Highlights delays and issues

Alerts and Notifications

The Alerts Tab tracks:

  • Delay Alerts: Automatically detects delays in milestones
  • Penalty Alerts: Tracks detention, demurrage, and free time
  • Alerts can be configured to send notifications

Best Practices

  1. Complete Information: Fill in all required fields before submitting
  2. Accurate Ports: Use correct UNLOCO codes for ports
  3. Container Details: Enter accurate container numbers and types
  4. Package Information: Ensure weight and volume are accurate
  5. Charge Categories: Properly categorize charges as Revenue or Cost
  6. Accounting Dimensions: Always set accounting dimensions for proper financial tracking
  7. Status Updates: Update shipping status as shipment progresses
  8. Document Linking: Link to Master Bill if part of consolidation
  • Master Bill: For consolidated shipments
  • Sea Freight Consolidation: For consolidation operations
  • Quotation: Can be linked via Quote No field
  • Job Costing Number: For cost tracking

Reports

The following reports are available for Sea Shipment:

  • Sea Freight Performance Dashboard
  • Sea Freight Revenue Analysis
  • Sea Freight Cost Analysis
  • On-Time Performance Report
  • Container Utilization Report

Next Steps

For setup instructions, refer to the Setup Guide.

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