Updating Milestone Types

Users can update milestone types through the Milestones report.

Complete the following steps to update milestone types:

1. Log in to the ONE system.

2. Select Menu/Favs > Transportation > Shipment Milestones > Milestones.
   The Milestones report appears.
   
   

   

   
   
   

3. Click the Filters (edit) link to apply search criteria to reduce the number of entries shown.
   The Filters menu appears.
   

4. To add more search filters, click the Add Filter link, and then click one or more filter options from the Add Filter list.

5. Fill out the filters as desired and click the Search link.
   The search results appear.

6. Click a link in the Milestone Type column.
   The Milestone Type details screen appears.
   
   

   

   
   
   

7. Update the following fields as desired. Fields marked with an asterisk ( * ) are required.

   Field	Description
   Milestone Type	The milestone type. This field cannot be edited.
   Category	The milestone category. This field cannot be edited.
   Description	Enter a description of the milestone type.
   Active?	Select this checkbox if the milestone type is active.
   Partner Type Visibility	Select all partner types checkboxes that will have visibility on this type of milestone. The available options are Carrier, Supplier, and Client. For example, for the Shipment Created milestone type, if the Carrier is selected in the Partner Type Visibility field, then only partners of type Carrier can see milestones of the Shipment Created type. Note that when using the Partner Type Visibility field, any combination of Carrier, Supplier, and Client can be selected.
   Lead Time	Select the lead time from the drop-down menu.
   Lead Time Reference	Select the lead time reference from the drop-down menus. For example, if you select After andActual Pickup, the lead time will be calculated starting from after the actual shipment pickup.
   * Event Triggering Policy	Select an event triggering policy from the drop-down menu.
   Milestone Process	This link opens the Custom Milestone Processor screen. See the "Creating Milestone Processes" in the Online Help for more information.
   Working Days	Select all working days that apply.
   Hold Policies	Use the picker tool to select hold polices.

8. In the Events section, use the picker tool to select and add event types this milestone type will trigger on.

9. Click the Add link.
   The selections appear in the table.

10. Click the Update button.
    A green success bar displays.