Introduction

The Back-to-Back editor open at the "General" tab where the parties involved in the shipment, the transport details, summary of the cargo and shipment references can all be recorded. From this tab transport orders can be created and customs information can be entered or customs entries can be created and in some cases transmitted to customs. On saving the information in this tab, a unique shipment number (USI) will be issued for the shipment.

Description

Application actions

In the Scope title bar, various overall functions are available:

New

If sufficient data about the direct shipment has been entered and saved, the "New" option allows:

• New delivery order FCL
• New delivery
• New Customs order

Save

When all mandatory fields for a direct shipment have been entered it is possible to save the direct shipment. At this point a USI is issued.

Print

When the direct shipment is saved this option will allow printing of:

• File cover
• Order confirmation
• Advise of Arrival
• Clearance Instructions Request
• Delivery Note
• Release Order

Extras

When the direct shipment is saved, use the extras option for:

• Create a template (the shipment is used as a template for further shipments)
• Change shipment type - a direct shipment may be changed to:
  --Direct shipment
  --House shipment
  --Coload shipment
  --Master with House

Close

Close the shipment without saving or further action. If there is unsaved data, a dialogue will appear confirming if unsaved data should be discarded.

Title Bar

Above the shipment tabs the title bar appears. This summarizes the details of the shipment and offers further actions:

• Shipment type
  This will be "Back-to-Back".
• Shipment number
  This unique number (USI) is generated on first saving the shipment. Prior to saving it will display the greyed text direct shipment. After saving the shipment number will be generated in the format of the 2 digit mode "SI" (Sea Import) followed by the 1 digit shipment type "B" (Back-to-Back) followed by a 6 digit shipment number.
• Service date
  If the arrival ate (A.T.A.)is present on first saving, this will be the service date. If not present then the estimated arrival date will be used.
• House BL
• OBL Number
  The OBL of the back-to-Back shipment
• Depart and destination port codes
• Internal USI
• Status
  The status will be "Open" until the shipment is billed. By clicking this item the shipment can be manually closed.

Tabs

All available tabs are displayed. The focus will be on the open tab.

Application area

Customer

Generally the customer is the business partner who is responsible for generating the shipment and for the transportation costs. The desired partner may be found with the search field. The drop down menu will open the business partner context menu where amongst other things, a new partner may be created or an existing partner may be edited.

Edit Partner

Opens the business partner editor , where the partner can be edited.

Edit address

Opens an editor to change the address for the current shipment.

Update address

Updates the address.

Use default address

Sets address to the default address for the field stored in the master address data.

Edit document address

The option "Edit document address" allows the selected address to be edited as required, but these changes are not stored as master data and only appear on this shipment.

New Partner

The option "New Partner" opens the master data maintenance in order to create a new business partner in the Scope database. This new address will then be available as a shipper for example.

Compliance check

Performs an address compliance check.

Edit contact description

Opens a window where a new contact and details can be entered for this shipment.

House BL

The house bill of lading issued by the exporting agent.

Ocean BL

The ocean bill of lading number issued by the carrier.

Incoterms

Incoterms identify the costs risks and tasks associated with international transportation of commercial goods. They are 3 letter codes issued by the ICC (International Chamber of Commerce). The current version of the list is Incoterms 2010. This field is used to record the Incoterms that will be applied to the shipment.
Choose from the following Incoterms using the drop-down menu (Click on the arrow):

Incoterms place

The place name referenced by the incoterms.

Movement Scope

The type of transport being arranged. These can be selected via the drop-down menu (click on the down-arrow), the following movement orders are available:

Place of receipt

The place of receipt is the place where the goods are handed over by the shipper.
The UNLOCODE can be entered in the left field or the place name may be entered. The search function of the field will then confirm or assist with locating the correct UNLOCODE. The full name of the place will appear in the right field or may be adjusted, for example to to allow for a different spelling of the place name to be used only on this shipment.

Port of departure

Place or port where the goods are loaded onto the ship.
The UNLOCODE may be entered directly, or part of the code or place name may be entered and the search function of the field will assist in identifying the correct code.

Port of discharge

Place or port where the goods are unloaded from the ship.
The UNLOCODE may be entered directly, or part of the code or place name may be entered and the search function of the field will assist in identifying the correct code.

Place of delivery

The place of delivery is the final destination of the goods.
The UNLOCODE can be entered in the left field or the place name may be entered. The search function of the field will then confirm or assist with locating the correct UNLOCODE. The full name of the place will appear in the right field or may be adjusted, for example to to allow for a different spelling of the place name to be used only on this shipment.

Shipper

Shipper of the shipment. The desired partner may be found with the search field. The drop down menu will open the business partner context menu where in addition to other functions, a new partner may be created or an existing partner may be edited.

Consignee

Consignee of the shipment. The desired partner may be found with the search field. The drop down menu will open the business partner context menu where in addition to other functions, a new partner may be created or an existing partner may be edited.

Shipper's Reference

References used by the shipper to identify the cargo. Multiple references should be separated by a comma. All references will automatically appear in the References section of the general tab.

Consignee's Reference

References used by the consignee to identify the cargo. Multiple references should be separated by a comma. All references will automatically appear in the References section of the general tab.

Carrier

The owner of the vessel that will carry the goods. This will be the SCAC code and name of the carrier.

Voyage / Transport legs

The voyage number of the vessel may be entered directly. The drop down menu also offers access to the _Transport legs _ editor, which allows details of a multi-leg sailing to be entered.The F3 function key can also be used to call the _Transport legs _ editor.

Voyage

The voyage number of the leg.

Vessel

The name of the vessel for the leg.

Dep

The depart port of the leg

Dst

The arrival port for the leg

A.T.S.

The actual date the vessel departed.

E.T.A.

The estimated date of arrival for the vessel.

A.T.A.

The actual date of arrival for the vessel.

Add

Add a new leg.

Remove

remove the leg highlighted in the list of voyages.

OK

Save the data and exits the Tranport Leg editor.

Cancel

Cancels selection of a sailing without further action

Vessel

The vessel on which the goods will be loaded.

Liner Agent

The agent of the steamship line to whom the goods will be delivered for export. Only carrier addresses will be available using the search field

A.T.S.

The date and time the cargo departed from the port of departure. This is a date and time field, use the drop down option to select from the calendar

4. E.T.A.

The estimated arrival date and time of the vessel. This is a date and time field, use the drop down option to select from the calendar

A.T.A.

The actual arrival date and time of the vessel at the port of discharge. This is a date and time field, use the drop down option to select from the calendar

Total Number, Type

In the left field the number of packages will be entered. In the right field the packing type is entered ( cardboard boxes, pallets, crates ...). The available packing types are maintained in the master data packing types maintenance program . The total entered in these fields defaults to the "goods" tab automatically, and further details about the goods may be entered there.

Gross Weight, Volume

The gross weight of the shipment. This is defaulted in kilograms (kg). If the symbol "kg" is changed to "lb", the total will automatically convert to "kg". In the right pane the total cubic volume i record. This will default to cubic meters (m3). If the symbol "m3" is changed to "CFT" the figure is assumed to be in cubic feet and will automatically convert to "m3"
The data entered in these fields automatically transfers to the to the "goods" tab.

Nature of Goods

A short description of the goods. This is a brief synopsis of the goods to be transported. The data entered in this fields automatically transfers to the to the "goods" tab.

Chargeable Weight

This field displays the freight ton (Frt). It is calculated automatically using a comparison of weight (1 t) versus volume (1 m3). The higher value (ton or volume) is the freight ton.

Export Agent

The agent responsible for shipping the goods from the port of departure. This field will only display partners who are stored with the role "Agent".

Reference

The various reference numbers for the shipment are entered here using the references application

Documents area

New Delivery

This action enables the creation of a new delivery order. Clicking on this link will open the delivery order application. New delivery orders will appear in the window above the "New Delivery" action link.

Delete Transport order

Any existing delivery orders will be shown in the window above the "New Delivery" action link. The "Delete Transport order" action link will delete any highlighted existing delivery order in this window.

Customs Area

New Customs Order

Opens the customs order editor.

Edit Customs Order

Opens the customs order editor to edit the highlighted customs order.

Remove Customs Order

Removes the highlighted customs order.

Add Customs References

Opens the additional customs references editor. Up to 10 additional customs references may be inserted and linked to the shipment.

Open Customs Application

Opens a customs entry applications if available.

Instructions

Questions