View and Edit Documents

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View and edit the details of a document from Details and Documents. A summary of the detailed information on different types of documents is provided.

 

SMC Generated Documents Page

Figure 1: SMC Generated Documents Page

 

To view documents:

 

1    Click Find Bookings and search for the booking you want to modify.

 

2    Click Details and Documents button. Then click Documents, which is under Create Bookings on the left navigation panel.

 

3    Generate the Shipment Management Centre data for each type of document in the grid and click Apply. See Documents for more information.

 

4    Click the View icon under the View column for the document you want to view.

 

To edit documents:

 

1    Click Find Bookings and search for the booking you want to modify.

 

2    Click Details and Documents button. Then click Documents, which is under Create Bookings on the left navigation panel.

 

3    Generate the Shipment Management Centre data for each type of document in the grid and click Apply. See Documents for more information.

 

4    Click the Edit icon under the Edit column for the document you want to view.

 

5    At the bottom of the page, there are options to Lock or Unlock the document you are editing.

 

LOCK:

    • In Lock mode, the data entered in any linked source will not be change the data in the locked document. The data entered will not be copied to any other locations.

UNLOCK:

    • In Unlock mode, the data entered in any linked source will change the data in the document. Booking data will be populated.

 

Caution: Make sure to Lock your document if you are making changes to it.  Failure to Lock the document will result in re-population of original data.

 

A list of the fields that appear in the Shipment Management Generated section:

Field

Description

Document Type Displays all Shipment Management Centre generated documents.
Edit Edit the selected document by clicking on the Edit icon icon.
Reference Displays the reference detail of the document.
Language Displays the selected language for the booking.

View

Click on the View icon icon to view the selected document.

Delete

Select the check box next to the documents you want to delete and click Delete.

 

 

Related Items Related

Documents

SMC Generated Documents

 

 

 

 

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