Edit Despatch Order Details

Not all fields will be editable for all despatch orders (DOs). For example, many fields on a linked DO are inherited from its source DO. See Set up a Contract Link for a Sales or Purchase Contract.

Security Note: You need the Allow the user to maintain despatch orders security right in the Contracts domain security rights group for this activity. To edit Fulfilled, you need the Allow the user to control whether a despatch order is fulfilled security right in the Contracts domain security rights group. To edit Estimated Assay Exchange Completion Date, you need the Allow the user to maintain contract fulfillments security right in the Contracts domain security rights group.

Activity Steps

  1. Open the Despatch Order.

    Note: You can also edit most DO details via the:

  2. Update the Despatch Order name if required.
  3. Update the Person In Charge if required. Select from the users with appropriate domain access defined on the Supply Chain panel of the Solution Explorer. You can enter text to filter the displayed user names. See also Update the Person in Charge for Despatch Orders.
  4. Select the Details tab.
  5. Update the following fields as required.
    • Planned Despatch Date—Planned date for the despatch of material. Used as a reference date for many snapshot and invoice calculations.
    • Nominated Product—Product nominated to be despatched. If Allowed Nominations are specified for the contract product, the nominated product for the DO must be one of the allowed nominations. If Allowed Nominations are not specified for the contract product, the nominated product can only be the product of the contract product.
    • Quality—Quality of the DO. If qualities are specified in contract charge conditions (that is, Contract Products to Use is Use Quality), the quality is used to filter the contract charges that apply to invoices of the DO. Required if Use Strict Product Validation is checked for the contract and at least one product or brand is selected in the Allowed Qualities of the quota or contract product. Select from the products and brands defined on the Material panel of the Solution Explorer. If the contract has a specified Material, only products and brands with that material type (or none) display. If Allowed Qualities are specified for the quota or contract product, only those products and brands display. Default: The quality of the quota or contract product, if only one product or brand is selected in the Allowed Qualities.
    • Despatched Product—Product actually despatched. This field is read-only.
    • Package Type—Package type in which the material is to be despatched. Select from the package types defined on the Supply Chain panel of the Solution Explorer. For package types with limited Allowed Products, only the package types that are applicable to the contract product display. If a package type is selected and the DO has not been hedged or traded, the Unit can be set to Each.
    • Quota—Contract quota associated with the DO.
    • Final Quantity Location—Final location of the material. Select from the route points of the associated fulfilment despatch.
    • Final Quantity Date—Default: Depends on the Despatch Fulfilment Type.
    • Estimated Bill Of Lading Date—Used until the Bill Of Lading Date is available or until the bill of lading date can be estimated from the route point dates of an associated despatch. This date is only used for determining whether control has passed and for display in the default despatch order snapshot, and has no impact otherwise on invoicing or other calculations that use the bill of lading date as a reference date. See View a Despatch Order Revenue Snapshot.
    • Bill Of Lading Date—Date on which the bill of lading was issued for the shipment (or other despatch type). Used as a reference date for many snapshot and invoice calculations. If the bill of lading date is not available, the date is estimated by using the first available date out of the following dates: ATD at origin; ETD at origin; ATA at origin; ETA at origin; or Planned Despatch Date.
    • Bill Of Lading Number
    • Option Date—Date up to which an option on the DO can be taken, as defined in the contract.
    • Final Sample Date—Date on which the final sample was taken for the associated despatch. This field is read-only.
    • Planned Loading Location—Location at which loading is planned. By default, if there are loading transactions, the actual loading point in the despatch route supersedes this location. However, if Assume Generic Loading Location is checked, this location is also used to determine applicable demurrage and despatch conditions, service and freight calculations and contract charges; and compared with the Loading Location Override for parities. Select from the locations defined on the Supply Chain panel of the Solution Explorer.
    • Planned Unloading Location—Location at which unloading is planned. By default, if there are unloading transactions, the actual unloading point in the despatch route supersedes this location. However, if Assume Generic Unloading Location is checked, this location is also used to determine applicable demurrage and despatch conditions, service and freight calculations and contract charges; and compared with the Unloading Location Override for parities.
    • Loading Location Override—Location to compare with the Planned Loading Location to determine applicable parities. If specified, this location is also used instead of the Planned Loading Location to determine applicable demurrage and despatch conditions, service and freight calculations, and contract charges. For example, a shipment configured with generic route points was planned to load in Rotterdam; however, actually loaded in Hamburg. Hamburg would be entered as the Loading Location Override, and the parity specified for Hamburg would apply to invoices that are configured to include parities. Only applicable if Assume Generic Loading Location is checked.
    • Unloading Location Override—Location to compare with the Planned Unloading Location to determine applicable parities. If specified, this location is also used instead of the Planned Unloading Location to determine applicable demurrage and despatch conditions, service and freight calculations, and contract charges. For example, a shipment configured with generic route points was planned to unload in Rotterdam; however, actually unloaded in Hamburg. Hamburg would be entered as the Unloading Location Override, and the parity specified for Hamburg would apply to invoices that are configured to include parities. Only applicable if Assume Generic Unloading Location is checked.
    • Assume Generic Loading Location—Whether to use the Planned Loading Location and Loading Location Override to determine applicable demurrage and despatch conditions, service and freight calculations, parities and contract charges. If checked, a generic loading point can be used in despatch routes, with generic process flows for loading. The weights and quality data for the DO still come from the despatch. However, demurrage and despatch conditions, service and freight calculations and contract charges are based on the Loading Location Override (if specified) or the Planned Loading Location instead of the despatch route point. Parities apply if a Loading Location Override is specified. If unchecked, the actual loading point in the despatch route supersedes the Planned Loading Location for all data related to the loading location. Default: As specified on the Contract Settings node of the contract.
    • Assume Generic Unloading Location—Whether to use the Planned Unloading Location and Unloading Location Override to determine applicable demurrage and despatch conditions, service and freight calculations, parities and contract charges. If checked, a generic unloading point can be used in despatch routes, with generic process flows for unloading. The weights and quality data for the DO still come from the despatch. However, demurrage and despatch conditions, service and freight calculations and contract charges are based on the Unloading Location Override (if specified) or the Planned Unloading Location instead of the despatch route point. Parities apply if an Unloading Location Override is specified. If unchecked, the actual unloading point in the despatch route supersedes the Planned Unloading Location for all data related to the unloading location. Default: As specified on the Contract Settings node of the contract.
    • Planned Loading Stockpile—Used for reporting purposes only.
    • Planned Unloading Stockpile—Used for reporting purposes only.
    • Linked Stockpile—Relevant for a direct despatch so that the quality of a despatched stockpile can be determined when the DO is invoiced.
    • Stockpile State Date—Date and time at which the stockpile was linked with the DO. The quality of the material in the despatch is the quality of the stockpile at that date and time.
    • Stockpile Association Rules—The rule used to determine the fulfilment state of the DO based on the state of the linked stockpile. Only applicable if a Linked Stockpile is selected. Select from Current State, Previous Month State and Fixed Date.
    • Despatch Fulfilment Type—Point at which the DO is considered to be fulfilled. Default: The Default Fulfilment Type of the sales or purchase contract. Select from:
      • By Loading Transactions
      • By Unloading Transactions
      • By Split Quantity
      • At Border
      • At Arrival At Destination
      • Average of Loading and Unloading

      Note: For descriptions and the impact of the Despatch Fulfilment Type, see Despatch Orders.

    • Delivery Term—The delivery term indicates the responsibilities of the buyer and seller in relation to any costs associated with the shipping process. Delivery terms define when the title and risk pass from the seller to the buyer; that is, the point at which the seller's responsibility ends. See Delivery Terms. Select from the delivery terms specified for the applicable set of contract terms. See Sales and Purchase Contract Terms.
    • Delivery Duty—To what extent duty is paid for the DO. The delivery duty can be used to filter which contract charges in a premium matrix are applicable to the DO. Select from the Duty list items defined in the List Editor. Default: The Duty of the selected Delivery Term.
    • Required Quantity—Amount of material that must be despatched. For linked DOs, this amount is the Required Quantity of the source DO. A tooltip displays the amount of material (the 'Unshipped Balance') that has not yet been despatched. Hover the mouse pointer over the number in this field to display the tooltip. For DOs in a production and demand Plan, the required quantity may be editable via the plan.
    • Child DO Required Quantity—Sum of the required quantities of the child despatch orders (CDOs). Only applicable to aggregated parent despatch orders (APDOs) and consignment parent despatch orders (CPDOs). See Parent and Child Despatch Orders. Closed (cancelled) DOs are not included in the sum. A tooltip displays the amount of material that has not yet been despatched. Hover the mouse pointer over the number in this field to display the tooltip.
    • Final Quantity—The final wet quantity of material. A value only displays if the Weight Value Source on the assay values snapshot matches the despatch fulfilment type, or if the weight value source is Sales Quantity or Purchase Quantity. For example, if the fulfilment type is By Unloading Transactions, but the weight value source is Loading, the final quantity is zero. This field is read-only.
    • Final Dry Quantity—The final dry quantity of material. A value only displays if the Weight Value Source on the assay values snapshot matches the despatch fulfilment type, or if the weight value source is Sales Quantity or Purchase Quantity. For example, if the fulfilment type is By Unloading Transactions, but the weight value source is Loading, the final dry quantity is zero. This field is read-only.
    • Unit—Unit of measure associated with amounts of material in the DO. Select from the Mass units defined in the Unit Conversion Editor. If a Package Type is selected and the DO has not been hedged or assigned a set of mark-to-market (MTM) terms, the unit can be set to Each.
    • Required Content Mass—Required mass of the main analyte in the contract product, in the specified Content UOM. If a required content mass is entered, the required mass is calculated based on the target value of the main analyte in the DO specifications. If the basis of the main analyte is dry, the target value of the moisture analyte in the specifications is also considered. Alternatively, if a required mass is entered, the required content mass is calculated. Only applicable if Required Mass As Content is checked for the contract.
    • Final Content Mass—The final content mass of the main analyte in the contract product, in the specified Content UOM. A value only displays if the Weight Value Source on the assay values snapshot matches the despatch fulfilment type. For example, if the fulfilment type is By Unloading Transactions, but the weight value source is Loading, the final content mass is zero. Only applicable if Required Mass As Content is checked for the contract. This field is read-only.
    • Content UOM—Unit of measure of the Required Content Mass. Select from the Mass units defined in the Unit Conversion Editor. Only applicable if Required Mass As Content is checked for the contract.
    • Ignore Credit Control—Whether the DO is excluded from the credit control set up for the organisation. If checked, the DO was created for a contract that was excluded manually from credit control. Not applicable if the contract is excluded from credit control, or if the organisation is not under credit control. See Exclude a Contract from Credit Control.
    • Credit Line—Line of credit that is affected by the monetary value of the DO and related invoices, payments and refunds. Select from the lines of credit configured for the organisation. Depending on the configuration of credit management for the organisation, a default credit line may be assigned automatically. See Control Credit for an Organisation.
    • Ship To / Receive From—For sales DOs, this field is called Ship To, and is the customer who is to receive the material. and the applicable destination for contract taxes, if the contract tax is limited by destination(s). For purchase DOs, this field is called Receive From, and is the customer who is to send the material. and the applicable origin for contract taxes, if the contract tax is limited by origin(s). For CDOs that are invoiced by APDO, the destination or origin is as specified on the APDO. If invoicing is by CDO, the destination or origin is as specified on the CDO; however, if not specified on the CDO, the destination or origin specified on the APDO is used instead. Editable for CDOs of split parent despatch orders (SPDOs). Select from the organisations and companies defined on the Organisations panel of the Solution Explorer. Default: As specified in the contract.
    • Ship To / Receive From Address—For a sales contract, the address to which to ship the material. For a purchase contract, the address from which the material is sent. Editable for CDOs of SPDOs. Select from Business Address and Postal Address. Default: As specified in the contract.
    • Bill To—Customer who is to receive the invoice. Editable for CDOs of SPDOs. Default: As specified in the contract.
    • Bill To Address—Address to which to send the invoice. Editable for CDOs of SPDOs. Select from Business Address and Postal Address. Default: As specified in the contract.
    • Pay To—Default Pay To organisation on invoices. If not specified, the Seller of the contract is used as the default Pay To organisation on invoices. Editable for CDOs of SPDOs. Default: As specified in the contract.
    • Pay To Address—Address to which to send invoice payments. Editable for CDOs of SPDOs. Select from Business Address and Postal Address. Default: As specified in the contract.
    • Use Purchase Weights And Assays—Point until when to use purchase weights and assays in snapshots, trade profit and loss (P&L) and invoices of the sales DO. Default: As specified on the Contract Settings node of the sales contract. Only applicable if a Mark To Market is selected. Not applicable to purchase DOs. Select from:
      • Never—The sales DO uses its own weights and assays.
      • Until Realised—The sales DO snapshot has a weight value source of Purchase Quantity and assays value source of Purchase Quality until control has passed for the sales DO.
      • Until Assayed—The sales DO snapshot has a weight value source of Purchase Quantity and assays value source of Purchase Quality until at least one sample result has been entered at the fulfilment location for the sales DO.
      • Until Finalised—The sales DO snapshot has a weight value source of Purchase Quantity and assays value source of Purchase Quality until the assay exchange (if required) is complete, or there is a final assay result for each required analyte for the sales DO.
      • Always—The sales DO uses the weights and assays of the purchase DO.

        • Note: Except for the Never option, if the sales DO is traded with multiple purchase DOs that together meet the minimum required quantity of the sales DO, the weights are aggregated and the weighted average of assays is used. However, if the trade(s) do not yet meet the minimum required quantity of the sales DO, the required quantity and specifications of the sales DO are used.

    • Fulfilled—Whether the DO is fulfilled. See Despatch Order Fulfilment for the impact of this field.
    • Cancelled—Whether the despatch order (DO) is cancelled. See Cancel a Despatch Order for the impact of this field.
    • Include Dem/Des in Sales Invoice—Whether demurrage/despatch is to be included when calculating the invoice amounts for the DO. If checked, the demurrage/despatch calculation is included in the sales invoice. If unchecked, a separate demurrage invoice must be created.
    • Ignore For Hedging—Whether to ignore the DO for hedging purposes. If checked, the DO does not display when searching for DOs to hedge.
    • Contract Term Override—Contract term used to override the default contract term defined for the contract. The contract term is used to calculate the invoice amounts for the DO. If a contract term override is selected, that contract term is applicable, even if the DO is not within the specified date range of the contract term, and even if the DO has a delivery term that is not a specified delivery term for the contract term. Clicking the ellipsis (...) opens the Contract Explorer, which displays available contract terms.
    • Demurrage Rate At Origin—Value of demurrage at the origin. Clicking the ellipsis (...) opens the Expression Editor to create or select a tested expression. Not applicable if using demurrage/despatch conditions in contract terms.
    • Demurrage Rate At Destination—Value of demurrage at the destination. Not applicable if using demurrage/despatch conditions in contract terms.
    • Despatch % Origin—If the loading is completed faster than the allowed time, refund or pay a bonus at the specified despatch percentage of what the demurrage cost would have been if the loading had occurred within the normal time. Not applicable if using demurrage/despatch conditions in contract terms.
    • Despatch % Destination—If the unloading is completed faster than the allowed time, refund or pay a bonus at the specified despatch percentage of what the demurrage cost would have been if the unloading had occurred within the normal time. Not applicable if using demurrage/despatch conditions in contract terms.
    • Invoice Target—Organisation that is the target of the invoice. Select from the Invoice Targets specified on the Details node of the contract, or else from the organisations and companies defined on the Organisations panel of the Solution Explorer.
    • Despatch—Despatch associated with the DO. If there are multiple despatches, clicking a despatch hyperlink displays a pop-up table that lists the associated despatches, their despatch type, and their route and location paths. Clicking a hyperlink in the table opens the associated despatch. This field is read-only.
    • Required Number Of Units—Required number of units within all packages for the DO. Default: 0. Maximum: 10,000.
    • Required Number Of Packages—Required number of packages for the DO. Default: 0. Maximum: 10,000.
    • Required Number of Containers—Required number of containers for the DO. Default: 0. Maximum: 10,000. In this context, containers refers to package groups created from containers or package groups with a specified container type.
    • Default Container Type—Default container type for package groups for the DO. Select from the container types defined on the Supply Chain panel of the Solution Explorer.
    • Mark To Market—Set of MTM terms for trading the DO. Select from the sets of MTM terms created via the Mark To Market Explorer. Only sets of MTM terms applicable to the product and to the planned loading and unloading locations of the DO display. See Assign a Set of Mark-To-Market Terms to a Despatch Order.
    • MTM Location—Location to be used as the expected fulfilment location of the trade. For sets of MTM terms with delivery terms of FAS, FCA or FOB, the MTM location is considered to be the loading location. For all other delivery terms, the MTM location is considered to be the unloading location. Default: The MTM Location of the quota or the contract (if the quota has no MTM location). Only applicable if a set of Mark To Market terms has been specified.
    • MTM Reference Date—Reference date for determining the MTM date. The MTM date is used when calculating the mark-to-market value of the DO, in a similar way as the planned despatch date is used when calculating the value of the DO. If the MTM date is past, the current date is used. Default: The MTM Reference Date of the contract. Only applicable if a set of Mark To Market terms has been specified. Select from:
      • Bill Of Lading Date—The first available date out of: bill of lading date of the DO, ATD at origin, ETD at origin, ATA at origin, ETA at origin, or planned despatch date of the DO
      • Arrival Date At Loading—The first available date out of: ATA at origin, ETA at origin, bill of lading date of the DO, or planned despatch date of the DO
      • Arrival Date At Destination—The first available date out of: ATA at destination, ETA at destination, estimated arrival based on the travel and duration time of a route that matches the planned loading and unloading locations or contract quota source and destination, bill of lading date of the DO, or planned despatch date of the DO
      • Planned Despatch Date—The planned despatch date of the DO
      • Start Of Quotation Period—The earliest QP start date of the QP's main analyte
      • End Of Quotation Period—The latest QP end date of the QP's main analyte
      • Fixed Date—The date specified on the DO
    • MTM Reference Date Offset—Number of months or days offset for the mark-to-market reference date. The offset can be a positive or negative number. Default: The MTM Reference Date Offset of the contract. Not applicable if the MTM Reference Date is Fixed Date.
    • MTM Fixed Date—Date for calculating the mark-to-market value. Only applicable if the MTM Reference Date is Fixed Date.
    • Estimated Assay Exchange Completion Date—Estimated date for the completion of the assay exchange. This date can also be edited via the Additional Info/Dates tab on the Contract Fulfilment node of the contract.
    • Allow Partial Invoicing—Whether to allow partial invoicing. Default: As specified in the contract. Not applicable to parent or child DOs. Read-only after a sales or purchase invoice has been created for the DO. See Invoices for further context.
    • Comment—Enter a comment if required. The maximum length is 4000 characters for SQL Server databases and 2000 characters for Oracle databases.
  6. Click Save.