Shipment Planning Declaration

Module Guide: Shipment Planning Declaration

Module Location

Inventory > Shipment Planning > Shipment Planning Declaration

Module Objective

The Shipment Planning Declaration module is used to create an accountability or declaration document for a Shipment Plan that has been completed. This module is the closing step for a trip route, where the user can record the final result or status of that trip.

1. Main View (Declaration List)

The main page of this module displays a list of all shipment planning declaration documents that have been created.

View Explanation

• View: This page is a history of all declarations that have ever been made.

• Filters: You can search for a specific document by Shipment Planning Declaration Number or a Date range.

• Action Buttons:

  • [New]: The primary button to create a new declaration.

2. Steps to Create a Declaration

Step 1: Create a New Declaration

From the Main View, click the [New] button to open the Add Declaration form.

Step 2: Fill in Declaration Details

1. Shipment Planning Declaration Number: In this field, search for and select the original Shipment Plan number whose trip has been completed and which you are about to report on.

2. Accountability Date: Enter the date you are creating this report.

3. Notes: Provide notes regarding the trip's outcome, for example, "All shipments successful" or "There was 1 rejected Delivery Order".

4. Click [Save] to save the declaration.

Tips & Important Notes

• This module is the final administrative step to close a shipment trip cycle.

• By creating a declaration, you officially confirm that a trip plan has been fully executed. This is important for tracking and auditing logistics performance.