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Creating a New Work Order

Select the Workflow  from the drop down for which the work order is to be created.

The following dialog box allows users to create new work orders:
  1. Select the Workflow for which the work order is to be created.
  2. Go to Shipment Header tab.
  3. Provide the main document number in the Transport Document field.Click on 'Add To Existing' button if you want the shipment to be merged with an existing shipment.
  4. Select the Carrier for which the shipment is made.
  5. Select the name of the Bond Agent (if applicable).Click on 'Add New' link if the bond agent is not available on the list and a new bond agent is to be added.
  6. Select the country code of the Contractual Customer and provide its name in the adjacent text box.Click on 'Add New' link if the contractual customer is not available on the list and a new contractual customer is to be added.
  7. Select the Shipment Type.
  8. Select the name of the Clearing Agent (if applicable).Click on 'Add New' link if clearing agent is not available on the list and a new clearing agent is to be added.
  9. Select the Shipper and Receiver. Type in a few characters and a matching list will be displayed. Select one of the items in the list. If the Shipper and Receiver are the same as the Contractual Customer, select the checkbox 'Same as Contractual Customer'.
  10. Select the Origin Depot and the Country of Origin.
  11. Provide Vessel Name.
  12. Select the Cargo Type from the drop down provided.These are the fixed options in this list: Full Container load (FCL), Less than Container load (LCL), Bulk, Break Bulk, Air Freight, Charter and Other.
  13. Select applicable services from the Select Services field. If no services are required, select the 'No Services' checkbox.
  14. Select the Destination Depot.
  15. Provide Voyage Number (if applicable).
  16. Provide the name of the Responsible Person.
  17. Select the Country of Origin.
  18. Provide Commodity.
  19. Select the Final Destination.
  20. Go to Work Order tab.
  21. Select Input Method for this work order - Form or CSV. See Input Method below.
  22. Select Do not validate container number checkbox if the container numbers are not to be validated. Otherwise, they will be validated as per ISO 6346 standards.
  23. Select Allow container/manifest already in use if the container/manifest number is used in another work order that is not closed yet.
  24. Click on the 'Create' button to add this work order(s) to the workflow.

* Irrespective of the number of work orders created, the first work order is opened automatically after creation.

Input Method

Containers or loads can be added to a shipment in two ways:
  • Form Method

    The form option requires the relevant fields to be entered individually. Specify the number of containers/loads to be added (a single work order is created for each container/load). The following table is displayed

Enter the container number in Container Nr. field, enter the Manifest number if there is no container involved, enter the Weight, enter the Volume (always measures in cubic meters (m³) and must always be less than 1,000 m³) and the Seal Number and select the Container TypeBy Clicking on  icon you can copy same value to all other containers. By clicking onyou will get list of the container types.
The Form input method allows users to create up to 50 work orders at a time. In order to create more work orders, this process can be repeated by using the same transport document number.
  • CSV Method

    The CSV option requires all relevant fields to be entered collectively as comma separated text.

    The following text box is displayed:
      

    Enter comma separated fields in the order- Container Number, Manifest, Weight, Volume, Seal Number, Container Type, Door Delivery (Y/N), Hazardous Cargo (Y/N), Shipper Owned (Y/N) as applicable. Leave the Manifest blank if it is a container and vice-versa. Using this input format, a maximum of 100 work orders can be created in one go.
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