Equipment Delivery Order form

Operations Gate Equipment Delivery Orders Equipment Delivery Orders view Equipment Delivery Order form

Operations Gate Equipment Delivery Orders Equipment Delivery Orders view EDO Inspector Actions Edit EDO Equipment Delivery Order form

The Equipment Delivery Order form enables you to add and edit an Equipment Delivery Order (EDO). You can use an EDO to deliver empty containers out the gate for repairs, to reposition equipment, or to deliver off-hired equipment. Empty containers delivered to a warehouse to be stuffed and returned to the terminal later as export containers can be delivered against a booking instead. For more information, see Booking form (on page 1). A line operator or facility would use this form based on instructions from the line operator. See where EDOs fit in the Gate Operations process. You can also create an EDO using the EDI. For more on this, see Create an EDO using EDI.

N4 uses the Allow EDO Unique By Facility check box in the Booking Rules tab of the Line Operator form, to determine whether the EDO number must be unique for the line operator at the Complex scope level or at the Facility scope level. When you select this check box, N4 allows you to create more than one EDO for different facilities within a complex for the line operator with the same order number. However, if you try to create two EDOs with same order number, line operator and NULL facility, N4 raises the error message "Equipment Delivery Order with number XXX for line YYY already exists". By default, the EDO for a line operator is unique at the Complex scope level.

Creating EDOs at facility level limits the number of containers that can be delivered from a specific facility for a given EDO number and line operator. By default, this check box is not selected. If you want to use an EDO at the facility level, you should select the facility from the Facility drop-down list for the EDO.

For inter-facility transfers, make sure to specify the destination facility in the EDO's Next Facility field.

You must save a new EDO before you can add order items, add units, record events, or update holds/permissions for the EDO. For information on reserving equipment against an EDO, see Reserved Equipment tab (on page 1).

You can reserve the equipment for EDOs or EROs either before the Earliest date or after the Last date. If your site requires a validation, you will need to you need to contact Navis Field Development to see if a customization can be developed to provide the same.

The following table lists the optional fields in the Equipment Delivery Order form:

Field Label	Description
Agent	Select the agent for the EDO. 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.
Trucking Company	Select the trucking company you want to assign to the EDO. 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 EDO, 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.
Destination	Enter the destination for the equipment being picked up.
Estimated Date	Enter the estimated date the equipment will be picked up.
Earliest Date	Enter the earliest date the equipment is allowed to be picked up for the EDO. If the gate form has been configured to include the RejectDateNotMatchingEarlyOrLatestDate business task, the trucking company must pick up the equipment on or after the date entered in the Earliest Date field.
Latest Date	Enter the latest date the equipment is allowed to be picked up for the EDO. 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.
Dispatch Reserved	Select one of the following from the drop-down list: Dispatch Reserved Equipment FIRST: To dispatch equipment that you reserved against the EDO, first. If reserved equipment is not available, XPS selects non-reserved equipment from the yard for the EDO item. Dispatch Reserved Equipment ONLY: To dispatch only the equipment that you reserved against the EDO. 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.
Order Purpose	Select the purpose of the EDO. The lookup list displays only the order purposes that exist at the current scope level. To add a new order purpose, use the Order Purpose form (on page 1). N4 also displays this field on the Details tab in the EDO Inspector (on page 1).
Facility	Select the facility for the EDO. If you want to use an EDO at the facility level, you should select the facility from the Facility drop-down list for the EDO. The lookup list displays the facilities that belong to the same complex.
Next Facility	Select the next facility for the EDO. You can use this field to specify the next facility if the EDO is for inter-facility transfer. The lookup list displays the facilities that belong to the same complex. N4 also displays this field on the Details tab in the EDO Inspector (on page 1).
Ignore Damages	Select the check box if you want XPS to consider damaged containers when selecting an available container for this EDO.
Ignore Holds	Select the check box if you want XPS to consider containers with holds when selecting an available container for this EDO.
Prevent Type Substitution	Select the check box to prevent equipment type substitution for the EDO. 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 EDO. However, if you want N4 to dispatch only 40' standard containers against the EDO 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).
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 EDO. Leased Only: To dispatch only the equipment leased by the line operator associated with the EDO. To implement this restriction at the gate, include the RejectOrderForOwnedOnly and RejectOrderForLeasedOnly business tasks in the gate configuration.
Notes	Enter any miscellaneous notes for the EDO.

Field Label

Description

Agent

Select the agent for the EDO.

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.

Trucking Company

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

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 EDO, 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.

Destination

Enter the destination for the equipment being picked up.

Estimated Date

Enter the estimated date the equipment will be picked up.

Earliest Date

Enter the earliest date the equipment is allowed to be picked up for the EDO.

If the gate form has been configured to include the RejectDateNotMatchingEarlyOrLatestDate business task, the trucking company must pick up the equipment on or after the date entered in the Earliest Date field.

Latest Date

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

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.

Dispatch Reserved

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

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

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

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

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.

Order Purpose

Select the purpose of the EDO.

The lookup list displays only the order purposes that exist at the current scope level. To add a new order purpose, use the Order Purpose form (on page 1).

N4 also displays this field on the Details tab in the EDO Inspector (on page 1).

Facility

Select the facility for the EDO.

If you want to use an EDO at the facility level, you should select the facility from the Facility drop-down list for the EDO.

The lookup list displays the facilities that belong to the same complex.

Next Facility

Select the next facility for the EDO.

You can use this field to specify the next facility if the EDO is for inter-facility transfer.

The lookup list displays the facilities that belong to the same complex.

N4 also displays this field on the Details tab in the EDO Inspector (on page 1).

Ignore Damages

Select the check box if you want XPS to consider damaged containers when selecting an available container for this EDO.

Ignore Holds

Select the check box if you want XPS to consider containers with holds when selecting an available container for this EDO.

Prevent Type Substitution

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

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 EDO.

However, if you want N4 to dispatch only 40' standard containers against the EDO 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).

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

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

Notes

Enter any miscellaneous notes for the EDO.