These revenues and costs appear automatically when invoices are created for shipping and as AWB charges when the AWB is printed. This process helps ensure that all revenues and costs are accounted for and appear in the order shipment cost records, resulting in accurate profit figures.
To achieve this automation, there is an order type for each step in the lifecycle of a freight shipment from shipment to final delivery. Revenues and costs can be applied to each of these order types, once the order is executed, such as when a pickup slip is created, the revenues and costs associated with that order are automatically added to the shipment record.
How to set up an activity type
- Follow the menu structure: Applications > Master Data > Forwarding > Activity Types.
- After entering, you will see a list of all the activity types available in the system.
It should be noted that you can create very general or very specific activity types. - Click New. The screen for creating activity types is displayed.
In this example we will create an activity type for house and general air exports.
Here you can find other job types and the explanation of them.
On the left side you will see the different components (order types) of an air export shipment, select Main Carriage Air (1) and click Add (2), it will ask for a Name (3) for this section and the entry and exit concepts that complete this section.
Income
Select a cost type (here in the example: AF - Air Freight) and optionally add criteria (point of departure, point of arrival, shipment types, DGR) for the income. 
Costs
Select a cost type (here in the example: AF - Air Freight) and optionally add criteria (point of departure, point of arrival, shipment types, DGR) for the costs.
Assign and save
Select the branch/module/shipment type to which the activity type should be assigned.Then click Save.
The new activity type is now created and will now be used in quotes and shipments when the appropriate triggers come into play.
Where and how are the activity types incorporated?
Example: Handling and freight costs are always suggested for a shipment. However, the costs for a pickup are only suggested if a pickup order has been created in the shipment entry.
So that this type of assignment does not only output the cost types (without numbers), tariffs must also be configured.
- Follow the menu structure: Applications > Master data > Finance > Tariffs.
- At the very top of the window, click the New drop-down menu.
- The tariffs are divided into 5 types. The most important are the purchase and sales tariffs, as these are used for quotations and job costing.
- In the example, we will create a selling tariff. Click on Selling Tariff.
This is a basic configuration with a calculation according to the weight of the load, based on the pound of the load, from 0 to 100 lb there is a rate of 30 $, from 100 to 200 lb the rate is 24 $, and more than 200 lb the rate is 18 $. The rate can be determined depending on the destination, origin, customer or supplier, etc.
Once you have saved the rate using the Save button (bottom right), you can apply it in the system.
Order Types and Their Triggers
The tables below outline the triggers for each module.
- Airfreight Export
- Airfreight Import
- Seafreight Export
- Seafreight Import
- Simple Shipments
Airfreight Export:
| Order Type | Trigger |
| Pickup | Transport order "Pickup" (PUP) |
| Delivery to Export Gateway | Transport order "Delivery to Gateway" (DTG) |
| Security Measure | Creation of a Screening order or unsecured shipment |
| Export Handling | The shipment itself |
| Export Customs | Customs declarations |
| Delivery to Terminal | Transport order “Delivery to Terminal” (DTT) |
| Main Carriage Air | Airfreight Export shipment, depending on the Incoterm |
| Pick up from Terminal | If the shipment is "Prepaid" (PP) |
| Import Customs | Shipment with Incoterm DDP |
| Import Handling | If the shipment is "Prepaid" (PP) |
| Import Warehouse | If the shipment is "Prepaid" (PP) and movement scope is "To-door" |
| Delivery to Import Branch | If the shipment is "Prepaid" (PP) and the import agent and gateway are different |
| Delivery | If the shipment is "Prepaid" (PP) and movement scope is "To-door" |
Airfreight Import:
| Order Type | Trigger |
| Pickup | If the shipment is "Collect" (CC) and movement scope is "From-door" |
| Delivery to Export Gateway | If the shipment is "Collect" (CC) and movement scope is "From-door" and the export agent and gateway are different |
| Delivery to Terminal | If the shipment is "Collect" (CC) |
| Main Carriage Air | Airfreight Import shipment, depending on the Incoterm |
| Pick up from Terminal | Transport order "Pick up from Terminal" (PFT) |
| Import Customs | Customs declarations |
| Import Handling | The shipment itself |
| Import Warehouse | Creation of warehouse entries |
| Delivery to Import Branch | Transport order "Delivery to Branch" (DTB) |
| Delivery | Transport order "Delivery" (DLV) |
Seafreight Export:
| Order Type | Trigger |
| Pickup | Transport order "Pickup" (PUP) or "FCL Pickup" (PUPC) |
| Delivery to Shed | Transport order "Delivery to Shed" (DTG) |
| Export Handling | The shipment itself |
| Export Customs | Customs declarations |
| Delivery to Terminal | Transport order “Delivery to Terminal” (DTT) |
| Main Carriage Sea | Oceanfreight Export shipment, depending on the Incoterm and freight terms |
| Pick up from Terminal | If the shipment is "Prepaid" (PP) |
| Delivery to Import Branch | If the shipment is "Prepaid" (PP) and the import agent and gateway are different |
| Delivery | If the shipment is "Prepaid" (PP) and movement scope is "To-door" or the main carriage freight term is prepaid and main carriage movement scope is "To-door" |
Seafreight Import:
| Order Type | Trigger |
| Pickup | If the shipment is "Collect" (CC) and movement scope is "From-door" |
| Delivery to Shed | If the shipment is "Collect" (CC) and movement scope is "From-door" and the export agent and gateway are different |
| Delivery to Terminal | If the shipment is "Collect" (CC) |
| Main Carriage Sea | Oceanfreight Export shipment, depending on the Incoterm |
| Pick up from Terminal | Transport order "Pick up from Terminal" (PFT) |
| Import Customs | Customs declarations |
| Import Handling | The shipment itself |
| Import Warehouse | Creation of warehouse entries |
| Delivery to Import Branch | Transport order "Delivery to Branch" (DTB) |
| Delivery | Transport order "Delivery" (DLV) or "FCL Delivery" (DLVC) |
Simple Shipment:
| Order Type | Trigger |
| Pickup | Transport order "Pickup" (PUP) |
| Export Handling | Export shipment |
| Export Customs | Export customs declarations* |
| Main Carriage Air | Simple Shipment (Air) |
| Main Carriage Sea | Simple Shipment (Sea) |
| Main Carriage Road | Simple Shipment (Road) |
| Import Customs | Import customs declarations* |
| Import Handling | Import shipment |
| Delivery | Transport order "Delivery" (DLV) |