Shipment Detail Report - Revision history

Stanley.songok at 12:31, 17 June 2025

2025-06-17T12:31:44Z

← Older revision		Revision as of 14:31, 17 June 2025
Line 291:		Line 291:
	\|-		\|-
	\| 14. DG = If there are dangerous goods in the shipment \|\| The formula:		\| 14. DG = If there are dangerous goods in the shipment \|\| The formula:
	</pre>DG = IF (		<pre>DG = IF (
	quotations[hazardous_goods] = TRUE,		quotations[hazardous_goods] = TRUE,
	"✓", "x"		"✓", "x"

Stanley.songok: /* Calculations */

2025-06-17T12:30:45Z

Calculations

← Older revision		Revision as of 14:30, 17 June 2025
Line 291:		Line 291:
	\|-		\|-
	\| 14. DG = If there are dangerous goods in the shipment \|\| The formula:		\| 14. DG = If there are dangerous goods in the shipment \|\| The formula:

	</pre>DG = IF (		</pre>DG = IF (
	quotations[hazardous_goods] = TRUE,		quotations[hazardous_goods] = TRUE,

Stanley.songok: /* Calculations */

2025-06-17T12:30:01Z

Calculations

← Older revision		Revision as of 14:30, 17 June 2025
Line 293:		Line 293:

	</pre>DG = IF (		</pre>DG = IF (
			quotations[hazardous_goods] = TRUE,
	quotations[hazardous_goods] = TRUE,		"✓", "x"

	"✓",

	"x"

	) </pre>		) </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.		\|\| 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.

Stanley.songok: /* Calculations */

2025-06-17T12:27:40Z

Calculations

← Older revision		Revision as of 14:27, 17 June 2025
Line 190:		Line 190:
	*If a Cargo Type is specified, it displays the assigned cargo type. .		*If a Cargo Type is specified, it displays the assigned cargo type. .
	\|-		\|-
	\| 7. Gross Weight = Gross weight of the shipment. \|\| \|\| 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.		\| 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
	\|-		\|-
	\| 8. ~~Chargeable Weight~~ = ~~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 =
	~~\| 9. Commodity Type = The type of commodity of the shipment \|\| \|\|~~
	\|-
	\|
	\|-
	\| 10. Product Type ~~= What type of product was selected~~ \|\|The formula:
	Product Type =

	SWITCH (		SWITCH (
Line 219:		Line 238:
	"Unknown"		"Unknown"

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

	Promo = IF (		<pre>Promo = IF (

	quotations[tariffs.flag_promo] = TRUE,		quotations[tariffs.flag_promo] = TRUE,
Line 234:		Line 251:
	"x"		"x"

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

Line 240:		Line 257:

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

	Contract = IF (		<pre>Contract = IF (

	NOT ISBLANK (quotations[tariffs.customer_id]),		NOT ISBLANK (quotations[tariffs.customer_id]),
Line 253:		Line 268:
	"x"		"x"

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

Line 259:		Line 274:

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

	Spot Rate = IF (		<pre>Spot Rate = IF (

	quotations[spotrate] = 1,		quotations[spotrate] = 1,
Line 272:		Line 285:
	"x"		"x"

	)		) </pre>
	\|\| This formula helps users quickly identify whether a quotation is categorized as a spot rate.		\|\| 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.		*The checkmark (✓) and cross (x) provide an easy-to-read visual representation.
	\|-
	\|
	\|-		\|-
	\| 14. DG = If there are dangerous goods in the shipment \|\| The formula:		\| 14. DG = If there are dangerous goods in the shipment \|\| The formula:

	DG = IF (		</pre>DG = IF (

	quotations[hazardous_goods] = TRUE,		quotations[hazardous_goods] = TRUE,
Line 289:		Line 300:
	"x"		"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.		\|\| 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		\| 15. CAO = If the shipment is cargo aircraft only
Line 298:		Line 307:
	\|\| The formula		\|\| The formula

	CAO = IF (		<pre>CAO = IF (

	quotations[cargo_only] = TRUE,		quotations[cargo_only] = TRUE,
Line 306:		Line 315:
	"x"		"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.		\|\| 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.
	\|}		\|}

Stanley.songok: /* Calculations */

2025-06-17T12:13:16Z

Calculations

← Older revision		Revision as of 14:13, 17 June 2025
Line 31:		Line 31:
	!Calculation		!Calculation
	!Description		!Description
	\|-
	\|
	\|-		\|-
	\| 1 . Won / Lost = If the quote was won or lost \|\|Formula:		\| 1 . Won / Lost = If the quote was won or lost \|\|Formula:

	Won/Lost =		<pre>Won/Lost =

	SWITCH (		SWITCH (
Line 42:		Line 40:
	'quotations'[status] IN {8, 61, 62}, "Lost", 'quotations'[status] IN {0, 1, 2, 20, 6, 60}, "Pending",		'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",		'quotations'[status] IN {3, 4, 5, 7, 30, 31, 32, 33, 34, 35, 70, 71}, "Won",
	"Unknown")		"Unknown") </pre>
	\|\| This formula determines the status of a quotation based on its assigned numerical code. The possible statuses are:		\|\| This formula determines the status of a quotation based on its assigned numerical code. The possible statuses are:

Line 54:		Line 52:

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

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

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

Line 70:		Line 66:

	*If the deleted_at field contains a value (i.e., the quotation has been deleted), it shows a ✓ (checkmark) using the UNICHAR (10003) function.		*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:		\| 3 . Status = Current status of the shipment in QMS\|\|<pre>The formula:
Line 181:		Line 175:
	Default State:Unknown: If the quotation status does not match any of the predefined values, it is categorized as "Unknown".		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
	\|-		\|-
	\|4. ~~Loss~~ Reasons ~~= The lost reason that was set~~ \|\| \|\|		\| 5. Deleted Reasons \|\|<pre> Delete reason=quatation[delete_reason]</pre>\|\| The deleted reason that was
	\|-
	\|
	\|-
	~~\| 5. Deleted Reasons =~~ The deleted reason that was ~~set \|\| \|\|~~
	\|-
	\|
	\|-		\|-
	\| 6. Cargo Type = The cargo type selected, currently displayed in the numeric form \|\| The formula:		\| 6. Cargo Type = The cargo type selected, currently displayed in the numeric form \|\| The formula:

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

Line 201:		Line 189:

	*If a Cargo Type is specified, it displays the assigned cargo type. .		*If a Cargo Type is specified, it displays the assigned cargo type. .
	\|-
	\|
	\|-		\|-
	\| 7. Gross Weight = Gross weight of the shipment. \|\| \|\| 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.		\| 7. Gross Weight = Gross weight of the shipment. \|\| \|\| 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.

Stanley.songok: /* Filters */

2025-06-17T12:02:53Z

Filters

← Older revision		Revision as of 14:02, 17 June 2025
Line 9:		Line 9:
	! style="width: 75%;" \|Description		! style="width: 75%;" \|Description
	\|-		\|-
	\|~~TBC~~		\|Database\|\|If you have access to multiple entity databases, you can filter and select specific ones
	\|~~TBC~~		\|-
			\|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
	\|}		\|}

Stanley.songok: /* Summary */

2025-06-17T11:52:33Z

Summary

← Older revision		Revision as of 13:52, 17 June 2025
Line 1:		Line 1:

	== Summary ==		== Summary ==
	~~TBC~~		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 ==		== Filters ==

David.weller at 12:45, 13 June 2025

2025-06-13T12:45:51Z

← Older revision		Revision as of 14:45, 13 June 2025
Line 62:		Line 62:
	\|		\|
	\|-		\|-
	\| 3 . Status = Current status of the shipment in QMS\|\|The formula:		\| 3 . Status = Current status of the shipment in QMS\|\|<pre>The formula:
	State =		State =

Line 116:		Line 116:

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

Stanley.songok at 11:54, 29 May 2025

2025-05-29T11:54:39Z

← Older revision		Revision as of 13:54, 29 May 2025
Line 311:		Line 311:
	)		)
	\|\| 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.		\|\| 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.
			\|}

Stanley.songok at 11:50, 29 May 2025

2025-05-29T11:50:02Z

← Older revision		Revision as of 13:50, 29 May 2025
Line 309:		Line 309:
	"x"		"x"

	}) \|\| 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.		)
			\|\| 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.