Document Restriction Rules For Document Uploads

You can configure document restriction rules for uploading documents, which can be required as a part of shipment creation. Only documents that match the defined rules are visible on the Documents tab.

Complete the following steps to configure Document Restriction Rules:

1. L og in to the ONE system.

2. Select Menu/Favs > Transportation > Policies > Document Restriction Rules.
   In the NEO UI, users can click on the Menu/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
   The Document Restriction Rules screen appears.
   
   
   
   

3. Click the Add button to add a new row.
   Fill out the following fields. Fields with an asterisk ( * ) are required.

   Field	Description
   * Document Type	The document type to be selected, such as Transportation Document, Certificate of Origin, and so on. Use the picker tool to select a document type.
   Item Type	The item type to be shipped. It is matched to the Item Type defined under Shipment Lines under the New Shipment tab. Enter a value.
   Item Category	The category of the item to be shipped. Enter a value.
   Item Country of Origin	The item's original location. Select a country code from the drop-down list.
   Ship From Country	The country where shipment begins. Select a country code from the drop-down list.
   Ship To Country	The country where the shipment ends. Select a country code from the drop-down list.

4. When finished, click the Save button at the bottom of the screen.
   
   

   

   
   
   The document restriction rules are set, and a success message appears.