View source for Shipment Detail Report


== Summary ==
This is a detailed summary report of all shipments in the system and shows you all the details at a high level. Please see the columns below for their descriptions.

== Filters ==
{| class="wikitable"
|+
! style="width: 25%;" |Filter
! style="width: 75%;" |Description
|-
|Database||If you have access to multiple entity databases, you can filter and select specific ones
|-
|Site||Allows you to filter and focus on specific sites within your entity access.
|-
|Carrier||Enables filtering by carriers associated with the sites you have access to.
|-
|Users||Filters quotes/bookings by specific users. Users will be listed if they have access to the sites you can access.
|-
|Origin||Filters jobs based on their origin location.
|-
|Destination||Filters jobs based on their destination location.
|-
|Date Filter||Displays only jobs created within the specified date range
|}

== Calculations ==
[[File:Global Shipment Detail Report.png|none|thumb|800x800px]]
{| class="wikitable"
|+
!Reference
!Calculation
!Description
|-
| 1 . Won / Lost = If the quote was won or lost  ||Formula:  

<pre>Won/Lost =  

SWITCH ( 
TRUE(), 
'quotations'[status] IN {8, 61, 62}, "Lost", 'quotations'[status] IN {0, 1, 2, 20, 6, 60}, "Pending", 
'quotations'[status] IN {3, 4, 5, 7, 30, 31, 32, 33, 34, 35, 70, 71}, "Won", 
"Unknown") </pre>
 || This formula determines the status of a quotation based on its assigned numerical code. The possible statuses are: 

  

*Lost: If the quotation status is 8, 61, or 62, it is categorized as "Lost". 

*Pending: If the status is 0, 1, 2, 20, 6, or 60, the quotation is still "Pending". 

*Won: If the status is 3, 4, 5, 7, 30, 31, 32, 33, 34, 35, 70, or 71, the quotation is considered "Won". 

*Unknown: If the status does not match any of the predefined categories, it defaults to "Unknown" . 
|-
| 2 . Deleted = If the shipment is deleted ||The formula: 

<pre>Deleted = IF (ISBLANK (quotations[deleted_at]),  "X",  
UNICHAR (10003)  

) </pre>
 || This formula checks whether a quotation has been deleted and assigns a corresponding   

symbol:  

*If the deleted_at field is blank (i.e., the quotation has not been deleted), it displays "X".  

*If the deleted_at field contains a value (i.e., the quotation has been deleted), it shows a ✓ (checkmark) using the UNICHAR (10003) function. 
|-
| 3 . Status = Current status of the shipment in QMS||<pre>The formula:  
State =  

    SWITCH ( 

    TRUE(), 

    VALUE('quotations'[status]) = 0, "Search - routes", 

    VALUE('quotations'[status]) = 1, "Search - confirm", 

    VALUE('quotations'[status]) = 2, "Quote", 

    VALUE('quotations'[status]) = 20, "Quote - requote request", 

    VALUE('quotations'[status]) = 6, "Quote - spot rate", 

    VALUE('quotations'[status]) = 60, "Quote - spot rate review required", 

    VALUE('quotations'[status]) = 5, "Booking - cancellation request", 

    VALUE('quotations'[status]) = 31, "Booking - cancelled with charges", 

    VALUE('quotations'[status]) = 30, "Booking - acceptance review required", 

    VALUE('quotations'[status]) = 33, "Booking - confirmed review required", 

    VALUE('quotations'[status]) = 34, "Booking - sync review required", 

    VALUE('quotations'[status]) = 35, "Booking - schedule confirmed review required", 

    VALUE('quotations'[status]) = 4, "Booking - pending credit", 

    VALUE('quotations'[status]) = 3, "Booking - carrier confirmation required", 

    VALUE('quotations'[status]) = 32, "Booking - pending", 

    VALUE('quotations'[status]) = 70, "Booking - rebooking request", 

    VALUE('quotations'[status]) = 7, "Booking - confirmed", 

    VALUE('quotations'[status]) = 71, "Booking - airline confirmed", 

    VALUE('quotations'[status]) = 8, "Lost", 

    VALUE('quotations'[status]) = 61, "Lost - carrier declined", 

    VALUE('quotations'[status]) = 62, "Lost - customer declined", 

     

    "UnKnown" 

)  
</pre>|| This formula categorizes the status of a quotation based on its numerical value and assigns a corresponding description. The possible states are: 

  

Search & Quotation States: 

*Search - Routes (0): The user is searching for available routes. 

*Search - Confirm (1): The user is confirming route details. 

*Quote (2): A quotation has been generated. 

*Quote - Requote Request (20): A request for a revised quotation has been made. 

*Quote - Spot Rate (6): A special pricing (spot rate) has been requested. 

*Quote - Spot Rate Review Required (60): The spot rate needs review. 

Booking States: 

*Booking - Carrier Confirmation Required (3): Waiting for carrier confirmation. 

*Booking - Pending Credit (4): Booking is pending due to credit approval. 

*Booking - Cancellation Request (5): A request to cancel the booking has been made. 

*Booking - Acceptance Review Required (30): The booking needs review before acceptance. 

*Booking - Cancelled with Charges (31): The booking was canceled with applicable charges. 

*Booking - Pending (32): The booking is pending approval or confirmation. 

*Booking - Confirmed Review Required (33): The confirmed booking needs further review. 

*Booking - Sync Review Required (34): A synchronization issue requires review. 

*Booking - Schedule Confirmed Review Required (35): The schedule confirmation needs review. 

*Booking - Rebooking Request (70): A request to rebook the shipment has been made. 

*Booking - Confirmed (7): The booking has been successfully confirmed. 

*Booking - Airline Confirmed (71): The airline has confirmed the booking. 

Lost States: 

*Lost (8): The quotation was lost. 

*Lost - Carrier Declined (61): The carrier rejected the booking request. 

*Lost - Customer Declined (62): The customer rejected the quotation. 

Default State:Unknown: If the quotation status does not match any of the predefined values, it is categorized as "Unknown".  
|-
|4. Loss Reasons   || <pre>loss reason = quotation [ loss_reason]</pre>|| The lost reason that was set 
|-
| 5. Deleted Reasons ||<pre> Delete reason=quatation[delete_reason]</pre>||  The deleted reason that was
|-
| 6. Cargo Type = The cargo type selected, currently displayed in the numeric form || The formula: 

<pre>Cargo type = IF(ISBLANK('quotations'[Cargo_type]), "ANY", 'quotations'[Cargo_type]) </pre>
|| This formula determines the type of cargo for a quotation. It follows these rules: 

  

*If the Cargo Type field is blank, it defaults to "ANY", meaning no specific cargo type is assigned. 

*If a Cargo Type is specified, it displays the assigned cargo type. . 
|-
| 7. Gross Weight = Gross weight of the shipment.  ||<pre>WeightBreakChar =
SWITCH(
    TRUE(),
    quotations[chargeable_weight] < 45, "<45",
    quotations[chargeable_weight] < 100, "<100",
    quotations[chargeable_weight] < 300, "<300",
    quotations[chargeable_weight] < 500, "<500",
    quotations[chargeable_weight] < 1000, "<1000",
    quotations[chargeable_weight] < 2000, "<2000",
    quotations[chargeable_weight] < 3000, "<3000",
    quotations[chargeable_weight] >= 3000, ">=3000",
    "Other"
)</pre>
  || The gross weight is determined by summing up the total weight of all items in a quotation. This represents the overall weight, including the packaging and any additional material.  
|-
| 8. Chargeable Weight  || <pre>WeightBreakChar =
SWITCH(
    TRUE(),
    quotations[chargeable_weight] < 45, "<45",
    quotations[chargeable_weight] < 100, "<100",
    quotations[chargeable_weight] < 300, "<300",
    quotations[chargeable_weight] < 500, "<500",
    quotations[chargeable_weight] < 1000, "<1000",
    quotations[chargeable_weight] < 2000, "<2000",
    quotations[chargeable_weight] < 3000, "<3000",
    quotations[chargeable_weight] >= 3000, ">=3000",
    "Other"
)</pre>||Chargeable weight of the shipment 
|-
| 9. Commodity Type   ||<pre>Commodity=quatations[commodity] </pre>||The type of commodity of the shipment  
|-
| 10. Product Type ||The formula:  
<pre>Product Type =  

SWITCH ( 

    quotations [Product], 

    0, "Airport to Airport", 

    1, "Airport to Door", 

    2, "Door to Airport", 

    3, "Door to Door", 

    "Unknown" 

) </pre>
 || What type of product was selected  
|-
| 11.Promo = If a promotional shipment  ||The formula: 

<pre>Promo = IF ( 

    quotations[tariffs.flag_promo] = TRUE,  

    "✓",  

    "x" 

) </pre>
 || This formula determines whether a quotation qualifies as "Standard" based on specific conditions: 

*If Promo, Contract, and Spot Rate fields all contain "x", the quotation is marked with ✓ (checkmark), indicating it meets the standard criteria. 

*If any of these fields do not contain "x", the quotation is marked with "x", meaning it does not qualify as standard.  
|-
| 12. Contract = If a contract shipment  ||The formula: 

<pre>Contract = IF ( 

    NOT ISBLANK (quotations[tariffs.customer_id]),  

    "✓",  

    "x" 

) </pre>
 || This formula is used to track contracts in a quotation system. 

*Helps users quickly identify which quotations have an associated customer contract. 

*The checkmark (✓) and cross (x) provide an intuitive, visual representation instead of displaying raw data. 
|-
| 13. Spot Rate = If a spot rate shipment   || The formula: 

<pre>Spot Rate = IF ( 

    quotations[spotrate] = 1,  

    "✓",  

    "x" 

) </pre>
 || This formula helps users quickly identify whether a quotation is categorized as a spot rate. 

*The checkmark (✓) and cross (x) provide an easy-to-read visual representation. 
|-
| 14. DG = If there are dangerous goods in the shipment  || The formula: 
<pre>DG = IF ( 
quotations[hazardous_goods] = TRUE,  
 "✓",   "x" 
) </pre>
|| This formula helps users quickly identify whether a shipment or quotation involves dangerous (hazardous) goods.  The checkmark (✓) and cross (x) provide a clear and intuitive visual representation. 
|-
| 15. CAO = If the shipment is cargo aircraft only 

  || The formula 

<pre>CAO = IF ( 

    quotations[cargo_only] = TRUE,  

    "✓",  

    "x" 

) </pre>
|| This formula helps users quickly identify whether a shipment is classified as Cargo Aircraft Only (CAO), ensuring compliance with aviation safety regulations. The checkmark (✓) and cross (x) provide a clear and intuitive visual representation.
|}