Custom Data Line ItemsThe Company page has been updated to create a page specific to Custom Data. Navigate to the Company, and then click Custom Data. From the Custom Data page, there are three sections where you can create custom data fields:
- Reference: Creates shipment details in the References section of a shipment.
- Customer: Creates fields on the customer page.
- Line Item (New): Creates fields for line items used in orders, quotes, and shipments.
Line ItemsTo create a new custom Line Item, click Add Line Item Field. An empty field displays. Label your customer field with the data you need. You can also mark a field as Required, requiring the line item to be completed before being saved. After you’ve filled your custom data, click Save. Upon creation, custom data fields appear in the Line Item section, with required fields identified as such. You can edit or delete a custom data field by selecting the action menu next to the Line Item. You can add custom data fields to the following objects:
BOL and Rate ConfirmationsCustom data fields display on both BOL and Rate Confirmation documents. For orders that contain custom data fields, new information passes to order through the consolidation process and stays with that shipment for the life of the shipment. You can only remove the custom data fields from the Company page. In the following example, the order contains two custom data fields:
- PO # = F-5634
- Final Customer = Cindy