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Workspace SilverLeaf
Created by Ben Marchi-Young
Created on Jan 23, 2023

Rainbow - Shipment Slot

Business Requirement:

Rainbow requires all shipments planned for customers have a Shipment Slot to identify when the shipments must be executed at the warehouse. This is essentially a delivery Shipment Slot. The field needs to originate in the customer record and be carried over to the Sales Orders, Load(s) the order is applied to, and Warehouse Shipments.


Functional Requirements

New Table “Shipment Slot” and page

Add new table Shipment Slot with the following fields:

• Shipment Slot – Code10

Add Page Shipment Slot as List page searchable


Location Card Table 14 / Page 5703

Add Shipment Slot(Code10) field as editable lookup on new table Shipment Slot.

On page add to section General after Provincial Tax Area Code.


Customer Card - Table 18 / Page 21

Add Shipment Slot(Code10) field as editable lookup on new table Shipment Slot.

On page add to section Shipping Method after Agent Service.


Warehouse Request – Table 5765 / Page5793

Add Shipment Slot(Code10) field, non-editable. Add after last column.


Sales Header Table 36 / Page 42

Add new field Shipment Slot. On Insert of new record, default to value from Customer Sell-to.

Add editable field to page Sales Order(42) – same lookup on new table Shipment Slot. Add to section Shipping Method after Agent Service.

On Release of Sales Order, propagate the Shipment Slot field to the Warehouse Request table.

When using function Create Warehouse Shipment:

• set Warehouse Shipment Header.Shipment Slot = current Sales Header.Shipment Slot.

• Set Warehouse Shipment Line.Shipment Slot = current Sales Header.Shipment Slot.


SWL Load Subform Assinged / SWL Delivery Request

  • Add Shipment Slot to Lines Subform in Loads

  • Add Shipment Slot to SWL Delivery Request List / SWL Delivery Request

  • Add Shipment Slot to SWL Load Order Lines in View Order/Lines from Loads


Transfer Header Table 5740 / Page 5742

Add new field Shipment Slot. OnValidate of field “Transfer-To Code”, set Shipment Slot = Location.Shipment Slot where Transfer-To Code=Location.Code.

Add editable field to page Transfer Order(5742) – same lookup on new table Shipment Slot. Add to section Shipment Tab after Shipping Agent Service Code.

On Release of Transfer Order, propagate the Shipment Slot field to the Warehouse Request table.

When using function Create Warehouse Shipment:

• set Warehouse Shipment Header.Shipment Slot = current Transfer Header.Shipment Slot.

• Set Warehouse Shipment Line.Shipment Slot = current Transfer Header.Shipment Slot.


Warehouse Shipment Header Table 7320 / Page 7335

Add Shipment Slot(Code10) field as editable lookup on new table Shipment Slot.

Default value OnInsert = <blank>

When using function Get Source Documents;

• set Warehouse Shipment Header.Shipment Slot = first Source Doc found.

• Set Warehouse Shipment Line.Shipment Slot = per each Source Doc Header.Shipment Slot.


Warehouse Shipment Line Table 7321 / Page 7336

Add Shipment Slot(Code10) field as non-editable.


Posted Whse. Shipment Header Table 7322 / Page 7337 & Posted Whse. Shipment Line Table 7323 / Page 7338

Add same fields and ensure same field numbers for automatic propagation of values to posted records.

Industry Vertical Hort & Cannabis
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