TMS Workflow Tasks > Route, References and Containers Task > User Defined and Other Tab
  
User Defined and Other Tab

Route, References and Containers Task: User Defined and Other Tab
The User Defined and Other tab allows you to record information about payment methods. It also provides a user-defined section, where you can enter additional information specific to your organization.
Payment Method
Use this field to specify how the freight costs are paid. If the shipment is rated, the ability to change payment terms is restricted. Payment Method lists common payment methods that you can specify in this field.

Payment Method
 
Option
Explanation
Prepaid
The shipper pays for the freight.
Prepaid & Frgt
Prepaid and add freight. The shipper pays the carrier for the freight, but the charges are marked as billable. The details of the charges can be sent to the ERP system and appear on the invoice.
Collect
The consignee is billed for the freight. The carrier bills the consignee using the carrier account, if available, and the consignee address. You must enter a carrier account number.
3rd Party
A third party pays the freight costs. Provide a carrier account number for this third party; the carrier account number field is optional. Some carriers also require the third party address. You can enter an address on the rating screen.
COD Amount
Collect on Delivery Amount. The shipper pays for the freight. Before handing the goods to the receiver, the carrier collects a payment from the receiver of the goods. The receiver payment relates to the cost of the goods. The carrier forwards the payment from the receiver to the shipper.
COD Ship Cost
Collect on Delivery Ship Cost. The shipper pays for the freight. Before handing the goods to the receiver, the carrier collects a payment from the receiver of the goods. The receiver payment is for the cost of freight and the cost of the goods. The carrier forwards the receiver payment to the shipper.
Consignee Bill
The consignee pays the cost of carriage using an account that they hold with the carrier. To charge the cost of carriage to the consignee carrier account, select this option.
Note: Depending on the carrier and service, other payment methods may be available. For example, Prepaid to Port of Export, Delivery Duty Paid, and Free Domicile are additional payment methods applicable to UPS.
Note: If the shipment is rated, the ability to change payment terms is limited.
BoE Refer Questions
Bill of Exchange Refer Questions. Specify the person who answers questions relating to the Bill of Exchange; for example, the consignor, freight forwarder, or consignee. If you do not require this field, select None.
Prepaid, Collect [other]
This field has the same purpose as the Payment Method field. Usually, the administrator removes either the Payment Method or the Prepaid, Collect [other] field.
Use and/or Dest’n
This information applies to the USE AND/OR DESTINATION section of the T5 transit document used for customs processing within the EU. This field allows you to identify the use, or in some cases the destination, of the goods that you are exporting. Use and/or Dest’n lists possible values for this field.

Use and/or Dest’n
 
Option
Explanation
Exit customs territory
The goods are exiting the customs territory of the European Union.
International organisation
The goods are for supply to an international organization.
Other
The goods are intended for another purpose or destination.
Victualling
The goods are provisions for the shipping journey.
To forces
The goods are intended for use by military forces in an EU member state.
User Defined 1-14
Use the fields User Defined 1 to User Defined 14 to track other data. Contact your administrator to find out if your company or department follows any specific procedures when filling out these fields.
EDI Status
Electronic Data Interchange Status. The EDI status of the shipment. Possible values include P and R, indicating that the EDI status is prepared, and S, indicating the EDI status is sent.
BoE Actions
Select how the bill of exchange is drawn on, or cashed. There are three options:

BoE Actions
 
Options
Explanation
Collection
The Bill of Exchange is drawn on when the carrier delivers the goods to the consignor.
Payment
The Bill of Exchange is drawn on when the consignor initially orders and pays for the goods.
Payment, Negotiate under LC
The Bill of Exchange is drawn on when the consignor initially orders and pays for the goods, and the Bill of Exchange is related to a Letter of Credit. The Letter of Credit is a document that the bank provides, stating the ability of a party to pay a specified amount of money.