Booking form

Operations Gate or Vessel Bookings Bookings view Booking form

The Booking form enables you to add and edit bookings. See where bookings fit in the Gate Operations process.

Most line operators use EDI to send bookings, but you can use the Booking form to:

You can also assign privileges to the line operators so that they can use the Booking form to add, edit, or delete bookings.

Use bookings in N4 to control the number and type of empty containers dispatched to a warehouse to be stuffed, and the containers received to be loaded on a vessel. The containers received against a booking will inherit the booking's routing information.

To add or edit a booking:

  1. In the Number field, enter a booking number that identifies the booking.

A booking number may be unique per line operator, or per vessel visit for the line operator. The uniqueness of the booking number depends on the rules defined for a line operator. For more information, see the Booking Rules tab in the Line Operator form.

  1. From the Line Operator lookup field, select the line operator for the booking. N4 populates the line operator of the booking in the Line Id field in the gate form if a valid booking number is available for the appointment when you perform the ingate transaction.

  2. From the Vessel Visit lookup field, select the vessel visit for the booking. The values displayed in the Vessel Visit lookup field depend on the line operator selected in step 2.

The system allows you to select Departed vessel visits to update erroneous bookings, but displays a note after saving the changes made to the booking. You cannot select a Canceled, Closed, or Archived vessel visit.

  1. From the Port of Load lookup field, select the port where the container will be loaded on the ship.

By default, N4 selects the current facility as the port of load. However, you can select any routing point as the POL; N4 does not validate the POL against the port rotation of the outbound carrier.

If you change the routing information, such as Vessel Visit, Port of Load, or the Port of Discharge to roll a booking (on page 1) and the booking rules for the selected line operator allow, N4 rolls the associated units.

  1. From the Port of Discharge lookup field, select the port where the container will be discharged.

The ports listed in the Port of Discharge lookup field are based on the itinerary of the vessel visit selected in step 3.

If the Vessel Visit specified in step 3 is for a non-operational facility, N4 displays all the routing points in the Port of Discharge lookup field.

  1. Specify optional information such as a second port of discharge, optional port of discharge, shipper, consignee, origin, and destination for the booking.

  2. From the Freight Kind drop-down list, select the freight kind for the container that will be received against the booking:

  1. From the Category drop-down list, select the booking category, either Export (default) or Domestic.

If you change the category of an existing booking, N4 does not change the category of any full containers already received against the booking. In this case, these containers display in the Bkg Discrepancies tab.

  1. Specify optional information, such as dray status, special stow, out of gauge, and hazards for the containers received against the booking.

  2. Click Save.

You must save a new booking before you can add booking items, record events, or update holds/permissions for the booking. When you edit booking details, such as routing, booking items, or commodity details, or when N4 receives or delivers a container against a booking, N4 records these events in the History, Events tab (on page 1) in the Booking Inspector (on page 1).

For more information on reserving equipment for a booking, see Reserved Equipment tab (on page 1).

The following table lists the optional fields in the Booking form:

Field Label

Description

Second Port of Discharge

Select a second port of discharge for the container.

The lookup list displays only the routing points defined at the current scope level. To add a new routing point, use the Routing Point form.

Optional POD-1

Select the optional port of discharge for the container.

Trucking Company

Select the trucking company you want to assign to the booking.

If you include the RejectTranNotMatchingBookingTrkc business task for the Deliver Empty (DM) or Receive Export (RE) gate transactions and the trucking company specified by the gate clerk does not match the trucking company specified for the booking, N4 displays an error.

Shipper

Select the shipper for the container.

In addition to selecting a value from the lookup field, you can also enter a new value in the Shipper field. For more information, see Using lookup fields.

If you have the Organizations - Add (ORGANIZATIONS_ADD) privilege, N4 allows you to enter a new shipper or consignee that does not already exist. N4 then adds a new record for the specified shipper or consignee and displays it in the Shippers & Consignees view. If you do not have the Organizations - Add (ORGANIZATIONS_ADD) privilege, you can only select an existing shipper/consignee from the lookup field.

Consignee

Select the consignee for the container.

In addition to selecting a value from the lookup field, you can also enter a new value in the Consignee field. For more information, see Using lookup fields.

If you have the Organizations - Add (ORGANIZATIONS_ADD) privilege, N4 allows you to enter a new shipper or consignee that does not already exist. N4 then adds a new record for the specified shipper or consignee and displays it in the Shippers & Consignees view. If you do not have the Organizations - Add (ORGANIZATIONS_ADD) privilege, you can only select an existing shipper/consignee from the lookup field.

Origin

Enter the point of origin of the cargo in the unit.

Destination

Enter the destination for the equipment being picked up.

Agent

Select the agent for the booking.

In addition to selecting a value from the lookup field, you can also enter a new value in the Agent field. For more information, see Using lookup fields.

If you enter a new agent, N4 create a new agent record and displays it in the Agents view.

Client Ref. Number

Enter the reference number specified by the client.

Dispatch Reserved

Select one of the following from the drop-down list:

  • Dispatch Reserved Equipment FIRST: To dispatch equipment that you reserved against the booking, first.

If reserved equipment is not available, XPS selects non-reserved equipment from the yard for the booking item.

  • Dispatch Reserved Equipment ONLY: To dispatch only the equipment that you reserved against the booking.

If reserved equipment is not available, N4 displays an error at the gate.

To enforce the the rule at the gate, include the RejectOrderReservedFirstOrOnly business task in the gate configuration for your site.

Owned/Leased

Select one of the following from the drop-down list:

  • Owned Only: To dispatch only the equipment owned by the line operator associated with the booking.

  • Leased Only: To dispatch only the equipment leased by the line operator associated with the booking.

To implement this restriction at the gate, include the RejectOrderForOwnedOnly and RejectOrderForLeasedOnly business tasks in the gate configuration.

Shipping Mode

Select the shipping mode for the booking.

You can also send the shipping mode via Booking EDI. N4 populates the value from the 301 EDI file if you set ARGOEDI042 (EDI_POPULATE_SHIPPING_MODE) to True.

Override Cutoff

Select the check box if you want to ignore the cutoff date and time for the associated carrier visit.

Dray Status

Select the dray status for the containers associated with the booking.

Hold Partials

Select the check box if you do not want XPS to load containers associated with the booking until you have received all the containers associated with the booking. When configured, N4 places a permission on each container as it arrives at the gate; this prevents XPS from loading the container. For more information on configuring this feature, see Prevent loading containers on a vessel until the booking or rail order is full (on page 1).

Special Stow

Select any special stow requirement that applies to the container.

The lookup list displays only the special stow codes that exist at the current scope level. To add a new special stow code, use the Special Stow form.

Prevent Type Substitution

Select the check box to prevent equipment type substitution for the booking.

For example, you may have an equipment type equivalent defined that groups 40' standard and 40' high cube containers together. If you define an order item for 40' standard containers and do not select the Prevent Type Substitution check box, N4 treats the 40' standard and 40' high cube containers as equivalents and allows you to dispatch either a 40' standard or a 40' high cube container against the booking.

However, if you want N4 to dispatch only 40' standard containers against the booking and not 40' high cube containers, select the Prevent Type Substitution check box.

During Deliver Empty (DM) transactions, if you want N4 to validate the container against the booking order item, you must include the gate business task RejectOrderItemDispatchUnitMismatch at the precheck gate stage, apart from checking the Prevent Type Substitution checkbox in the Booking (on page 1) or Equipment Deliver Order (on page 1) form.

For more information on setting up equipment type equivalents, see Equipment Type Equivalent form (on page 1).

Stow block

Enter a character that designates the stow block on a vessel where the arriving containers will be stowed.

Empty Pickup Location

Enter the location from where the driver must pick up empty containers if the empty containers are not provided by the facility where the vessel is being loaded.

Hazards

Click Add Hazards (on page 1) to specify hazards, if the booking is for hazardous cargo.

To prevent N4 from receiving non-hazardous cargo against the booking, you must include the RejectTranNotMatchingHazardBooking business task for the Receive Export (RE) gate transactions. See also RejectTranNotMatchingNonHazardBooking.

Full Return Location

Enter the location where the driver must return full containers after they have been stuffed.

Stuffing Location

Enter the location where the driver must deliver an empty container for stuffing.

Latest Date

Enter the latest date the equipment is allowed to be picked up for the booking.

If you want the trucking company to pick up the equipment on or before the date entered in the Latest Date field, include the RejectDateNotMatchingEarlyOrLatestDate business task for the Deliver Empty (DM) gate transaction types in the gate configuration for your site.

To prevent the trucking company from making an appointment for a pick up after the Latest Date specified, include the RejectOrderPastLatestPickupDate business task at the appointment stage in the gate configuration.

Notes

Enter any miscellaneous notes for the booking.

You can enter a maximum of 180 characters in this field.

Override cutoffs for rail container

Select the check box if you want to ignore the cutoff dates (Dry Cutoff, Reefer Cutoff, and Hazard Cutoff) for the associated vessel visit, when a hazardous container is added to an inbound railcar against the hazardous booking in the Inbound Train Inventory (Advanced) form.