Header Tab

On the Header tab, you can select a template for the new shipment that controls the fields and tabs that appear on the screen.

1. Enter values for fields described in the table below. Fields with an asterisk ( * ) are required.

   Section	Field	Description
   First section (no title)	* Shipper	Begin typing, and a list of available options will appear, or click the picker tool to select from a list of options.
   	* Consignee	Begin typing, and a list of available options will appear, or click the picker tool to select from a list of options.
   	Customs Broker	Begin typing, and a list of available options will appear, or click the picker tool to select from a list of options.
   	Lead Logistics Provider	Begin typing, and a list of available options will appear, or click the picker tool to select from a list of options.
   	Import Customs Broker	Begin typing, and a list of available options will appear, or click the picker tool to select from a list of options.
   	Export Customs Broker	Begin typing, and a list of available options will appear, or click the picker tool to select from a list of options.
   Second section (no title)	* Shipment No	Type a shipment number for the new shipment, or click the Auto Generate link for a system-generated number.
   	Freight Terms	Select a freight term option from the dropdown list.
   	Allowance	Enter a numerical value for the allowance and select a currency from the dropdown list.
   	Rating Type	Select a rating type from the dropdown list.
   	Routing Group	Select a routing group from the dropdown list.
   	State	The shipment state is displayed here. This field is blank until the shipment is saved and/or moved to a different state.
   	* Equipment	Select the equipment needed from the dropdown list.
   	Size	Select a size option from the dropdown list.
   	Buyer Allowance	Type the value of the buyer allowance and select a currency from the dropdown list.
   	Model	Select a model from the dropdown list.
   	Equipment No	Type an equipment number.
   	Container #	The container number will auto-populate once the shipment has been processed.
   	Shipment Type	Select a shipment type from the dropdown list.
   Third section (no title)	* Ship From	Select a ship from location type: Site, Address, or Location. Begin typing, and a list of available options will appear, or click the picker tool to select from a list of options. In the case of public sites, an additional field becomes available where users can enter the full public site address. Click the second magnifying glass/picker tool to select the nearest location based on postal code, country, state, or city.
   	* Ship To	Select a ship to location type: Site, Address, or Location. Begin typing, and a list of available options will appear, or click the picker tool to select from a list of options. In the case of public sites, an additional field becomes available where users can enter the full public site address. Click the second magnifying glass/picker tool to select the nearest location based on postal code, country, state, or city.
   	Bill To	Select a bill to location type: Site or Address. Begin typing, and a list of available options will appear, or click the picker tool to select from a list of options.
   	Controlling Site	Begin typing, and a list of available options will appear, or click the picker tool to select from a list of options.
   	* Pickup	Select a start date and time and an end date and time using the calendar and clock buttons.
   	Target Pickup	Select a date and time using the calendar and clock buttons. The Target Pickup date can be derived and populated by clicking the Compute link if enabled in the Transit Time Policy settings. For the Compute link to be available, the From, To, Equipment, and Pickup fields must be populated.
   	* Delivery	Select a start date and time and an end date and time using the calendar and clock buttons.
   	Target Delivery	Select a date and time using the calendar and clock buttons. The Target Delivery date can be derived and populated by clicking the Compute link if enabled in the Transit Time Policy settings. For the Compute link to be available, the From, To, Equipment, and Delivery fields must be populated.
   	Service Level	Begin typing, and a list of available options will appear, or click the picker tool to select from a list of options.
   Fourth section (no title)	Ship With Group	Type a reference number. If this shipment needs to be grouped with other shipments, use the same reference number for all shipments in the group.
   	Parent Shipment	Type a parent shipment number.
   	Movement	Select a movement to associate the shipment with.
   	Followup Shipment	The follow-up shipment number is displayed.
   	Milestone Process	Begin typing, and a list of available options will appear, or click the picker tool to select from a list of options.
   	TCN Number	Type a Transportation Control Number.
   	BOL No/MBL	Type a bill of lading number or master bill of lading number.
   	Receiving Slip No	Type a receiving slip number.
   	PRO No/HBL	Type a PRO (progressive) number or house bill of lading.
   	Order Ref No	Type an order reference number.
   	Load Reference	Enter a load reference number.
   	Customer Order Number	Type a customer order number.
   Fifth section (no title)	External Contract No	Type an external contract number.
   	Incoterms	Select an option from the dropdown list and enter a value for the Incoterm (International Commercial Terms) .
   	Broker Service Level	Select a broker service level from the dropdown list.
   	SWPM Certified	Select an option from the dropdown list for the Solid Wood Packaging Materials (SWMP) certification.
   	Container Type	Click the Add link to add a line to the Container Type table. Enter values for the fields described below. Field Description Sequence Number The sequence number is auto-generated, but the field is editable, and any numerical value is accepted. Container Type Enter the container type or use the picker tool. Count Enter a numerical value for the count. Weight Enter a numerical value for the weight and select a unit of measure from the dropdown list. Volume Enter a numerical value for the volume and select a unit of measure from the dropdown list. Lading Quantity Enter a numerical value for the lading quantity. Lading Description Enter a lading description. Hazardous Check the box to indicate that the cargo is hazardous. The field will display Yes or No. Shipper Owned Check the box to indicate that the shipper owns the container. The field will display Yes or No. Container Status Select the container status from the dropdown list.
   Sixth section (no title)	Vehicle No	Enter an alphanumeric value for the vehicle number.
   	Booking Number	Enter an alphanumeric value for the booking number.
   	Port Of Loading	Begin typing, and a list of available options will appear, or click the picker tool to select from a list of options.
   	Port Of Discharge	Begin typing, and a list of available options will appear, or click the picker tool to select from a list of options.
   	Port Of Entry	Begin typing, and a list of available options will appear, or click the picker tool to select from a list of options.
   	Stuffing Location	Begin typing, and a list of available options will appear, or click the picker tool to select from a list of options.
   	Contract Number	Enter an alphanumeric value for the contract number.
   	Off-Network Schedule	Type an off-network schedule.
   	EKAER Number	Enter an alphanumeric value for th e Electronic Trade and Transport Control System (EKAER) number.
   	Ship From Close Time	Select an option from the dropdown list.
   	Seal No	Enter an alphanumeric value for th e seal number.
   	ETD Port Of Loading	Select a date and time using the calendar and clock buttons for the estimated time of departure to the port of lading.
   	ETA Port Of Discharge	Select a date and time using the calendar and clock buttons for the estimated time of arrival to the port of discharge.
   	ETA Port Of Entry	Select a date and time using the calendar and clock buttons for the estimated time of arrival at the port of entry.
   	Cargo Cut-Off Time	Select a date and time using the calendar and clock buttons for the cargo cut-off time.
   	Transshipment	Enter an alphanumeric value for th e transshipment number.
   	Transshipment Port	Select a transshipment port using the picker tool.
   	ETD Transshipment Port	Select an estimated date and time of departure for the transshipment port using the calendar and clock icons.
   	ETA Transshipment Port	Select an estimated date and time of arrival for the transshipment port using the calendar and clock icons.
   	Export Customs Number	Enter an alphanumeric value for th e export customs number.
   	Regulation Type	Select a regulation type from the dropdown list.

2. Click the Next button.
   The Content tab appears. You can click Save at any time.