Edit Despatch Order Details

Not all fields will be editable for all 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:

   • Despatch Orders node in the Sales Contract or Purchase Contract
   • Despatch Orders tab on the node for a quota
   • Despatch Orders tab on a despatch (Train, Truck Despatch, Service Trip or Shipment) or on a Lot Despatch.
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 » 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.
   • 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 Snapshot Summary.
   • 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.
   • 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.
   • 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.
   • 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.

   • 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.
   • 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.
   • 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.
   • 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.
   • Ignore For Hedging—Whether to ignore the DO for hedging purposes. If checked, the DO does not display when searching for DOs to hedge.
   • 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.
   • Comments—Enter a comment if required. The maximum length is 4000 characters for SQL Server databases and 2000 characters for Oracle databases.
6. Click Save.