Settlement Dashboard - Filters Added
Shipwell has added our planned filters for the Settlement Dashboard including:
Carrier: Invoicing party
Custom Data: Represents Custom Reference Data for associated shipment
Due Date: Invoice due date identified by carrier
Exceptions: Invoice exceptions
Invoice Date: Date when invoice was received
Mode: Associated shipment mode
Source: Invoice source
Status: Invoice status
Stop Address: Associated shipment stop addresses
Stop Company Name: Associated shipment stop company names
These filters can all be applied to saved views.
As a reminder filters within Shipwell the default behavior of filters are as follows:
Multiple items or selections within a single filter field: Treat the multiple items within the single field as an ‘OR’. For example, if applying ‘Already Invoiced’ and ‘Missing Document’ are selected as an ‘Exceptions’ filter than it will apply all invoices that are indicated as ‘Already Invoiced’ and all invoices that have a ‘Missing Document’. Note that sometimes we allow for multiple items within single fields to use a different option of ‘EXCEPT’.
Multiple Filters Applied: Treat the multiple filters applied as an ‘AND’ between the filters applied. However, when applying filters between different fields they are considered an AND. For example, if applying ‘Already Invoiced’ and ‘Missing Document’ are selected as an ‘Exceptions’ filter along with a ‘Status’ filter of ‘Exceptions’ then it will only display invoices that have a ‘Status’ of an ‘Exception’ AND an ‘Exceptions' of ‘Already Invoiced' OR ‘Missing document’.
Settlement Dashboard - Bulk Actions Added
Shipwell has now added the ability to perform bulk actions to change multiple invoices' status on the Settlement Dashboard. Just select the invoices that you want to update the status and then select ‘Settlement Bulk Actions’ and the status you are seeking to move an item into. Note if there is a restriction on moving an invoice then it will ignore that invoice and just switch the status of the of other invoices.
Orders Dashboard Updates (new/v3) - New Filters and Columns Added
Shipwell has made several Orders Dashboard (new/v3) enhancements that includes new filters and a new column.
New Filters
Created: Date order was created
Delivery Company: Delivery company name for order
Pickup Company: Pickup company name for order
Tags (supported by both OR and EXCLUDE options): Tags on the order
New Columns that can be added:
Created
API Changes
Best Practices
Our Best Practices sections in the documentation simplify the way you connect with our API. Follow the best practices to integrate faster, streamline workflows, and get more done in the recommended way. It's integration, without guesswork. New best practices have been added around the following in this release:
Address Book
Added
external_reference
query parameter that may be used when querying theAddress Book / Locations
.
Events
Increased maximum
limit
(aka page size) when querying forEvents
andWebhooks
to200
items per page
Shipments
Added
temperature_unit
property toShipments
.temperature_unit
is the system of measurement used for the temperature value, i.e."F"
forFahrenheit
and"C"
forCelsius
.
CEVA
CEVA custom workflow is no longer supported. Optional feature flags and optional properties (i.e.
ceva_enabled
on aCompany
,ceva_instant_rate_quote
inQuoting
) related to CEVA Logistics custom workflow are no longer supported. Note: Removal of optional properties is not a breaking API change. CEVA integration is now supported by the standard LTL integration process.
Data Science/Analytics Model Updates
Data share documentation updated:
EDI Changes & Mobile
No changes for Sprint 24.21
Other Minor Enhancements and Bug Fixes
Bug or Enhancement | Description |
Feature Request | Add Additional Columns to Containers Details Report |
Bug | Optimizer Numbers |
Bug | Tendering shipments via Bulk Action to carriers that have contracted lanes which are in active status. |
Bug | Stop that is applied via round trip Bulk Action should reflect the same hours of operation as address book record vs. what is specified |
Bug | Properly handle customer mileage configuration edits |
Bug | Properly handle shipment creation from an Order |
Bug | Unable to tender to carrier contract via Dashboard Bulk Action |
Bug | Orders do not wrap properly on stops view |
Bug | Properly handle mapping order_item.shipping_requirements.temperature field when propagating shipment item updates back to the order |
Bug | Mobile App Tracking not picking up the correct location. |
Bug | Fix BE validation error for freight class not able to be decimal during order importer process |
Enh | Update the Create Shipment Order Modal |
Bug | New/v3 Order Details Page Polish Items |
Bug | Shipments created from orders have incorrect declared value currency |
Bug | Orders bulk-load item release relationship error |
Bug | QTY not populating in generated BOL's for multiple stops. |
Bug | Unable to create BOL |
Bug | Calendar not showing Facilities |
Bug | Pickup request leveraging template builder document generate high latency |
Bug | Dock Scheduling unavailable to complete - No schedule button |
Bug | Build Shipments API - 504 Gateway Time-out error |
Bug | Shipment Assembly end point (new endpoint) V2 Orders for building shipments but still not giving the results we expected |
Bug | [shipment-assembly] Set planned date with order simples and v2 orders |
Bug | Properly send genesis parcel dimensions |
Feature Request | New P44 connection to XPO (XPOL SCAC) |
Bug | Unable to get rate quote for XPO due to incorrect country code |
Bug | Unable to Bulk Tender via Contract. |