General Description #

The “Document Instruction Report” is a custom report designed to offer a comprehensive overview of all incoming purchase orders. Additionally, it includes a listing of all purchase contracts that have not yet been linked to any orders. Within this report, essential details such as sample results, shipping instructions, transporter information, delivery instructions, and more are provided to facilitate the efficient management of the purchase and shipping processes.

Purposes/Objectives #

The report helps the logistics department to track all the incoming shipments and the details related to these shipments to facilitate the smooth movement of goods from the point of origin to the destination.

Columns #

The report displays the data from all the purchase contracts that are either non-linked (that is no order has been planned yet) or direct sales orders have been created with them.

• Contract number: The column displays the purchase contract number associated with the orderline. On hover, the column displays the short info text, “Contract number.”
• Order Number: The column displays the order number. On hover, the column displays the short info text, “Order number.”
• Product Description: The column displays the description of the product used associated with the order. On hover, The column displays the short info text, “Product Description.”
• Certificates: The column displays the value from the field “Certificates” of the purchase contract associated with the order. On hover, the column displays the short info text “The certificate associated with the relation.”
• Subject to sample: The column displays whether the sample will be received for the contract or not. The value is fetched from the checkbox “Subject to sample” of the purchase contract associated with the orderline. The column displays the value as true or false as per the value of the checkbox. On hover, the column displays the short info text, “Subject to sample.”
• Sample Result: The column displays the status of the sample received whether replaced or cancelled. The value is fetched from the field “sample remarks” of the associated purchase contract. On hover, the column displays the short info text “Sample result.”
• Sample remarks: Any remarks added related to the sample received are displayed in this column. The value is fetched from the field “Sample remarks” of the associated purchase contract. On hover, the column displays the short info text, “Sample remarks.”
• Sample number supplier: Any supplier’s sample number associated with the sample received is displayed in this column. the value is fetched from the field “Sample number supplier” of the contract screen. On hover, the column displays the short info text, “Sample No. supplier.”
• Our sample number: The value is fetched from the field “Sample number Customer name.” On hover, the column displays the short info text “Sample number.”
• Supplier: The column displays the company of the relation used in the purchase contract associated with the order. On hover, the column displays the short info text “The supplier.”
• Counter contract: The contract number as known by the supplier or supplier/Customer reference number is displayed in this column. The value is fetched from the field “Ref. customer/supplier” of the contract. On hover, the column disp[lays the short info text “The contract number as known by the supplier.”
• Broker short code: The Company name of the broker associated with the contract is given in this column. On hover, the column displays the short info text “Broker involved with this contract.”
• Broker Contract: The contract number of the broker agreement associated with the Purchase contracts is displayed in this column. On hover, the column displays the short info text “Contract number of the broker.”
• Internal remarks: The internal remarks of the purchase contract are displayed in this column. On hover, the column displays short info text “Internal contract remarks.”
• FCL Count: The column displays the number of containers from the contract. The value is fetched from the field “Number of containers.” On hover, the column displays the short info text “Number of containers.
• Container type: The type of container used for the shipment is displayed in this column. The value is fetched from the field “Type of container” from the logistic setup of the order.
• Packing count: The packing count as per the contract is given in this column. For purchase contracts with orders linked, the packing count as oper the orders is displayed in this column. On hover, the column displays the short info text “Amount of packing.”
• Quantity Unit: The unit of packaging is displayed in this column. On hover, the column displays the short info text “Unit used in quantity.”
• Schedule: The planning as per the contract is displayed in this column. On hover, the column displays the short info text “Delivery.”
• Instruction sent on: The column displays the date when the shipping instructions document for the order was last sent. On hover, the document displays the short info text “Instructions sent on.”
• Location/Delivery Address: The column displays the city of the address selected as the location/delivery address in the purchase contract. On hover, the column displays the short info text “Address chosen for delivery.”
• Purchase incoterms: The delivery conditions or Incoterms as per the purchase contract are displayed in this column. On hover, the column displays the short info text “Incoterms(Purchase contract).”
• Transporter: The company name of the transporter associated with the order is displayed in this column. On hover, the column displays the short info text “Transporter.”
• Shipping Line: The shipping line selected in the transport order for shipping is shown in this field. On hover, the column displays the short info text “Shipping line.”
• B/l number: The bill of lading number of the order is displayed in this column. On hover, the column displays the short info text “B/L number.”