Settlement Dashboard Columns, Sorting, and Saved Views

The Settlement Dashboard has been updated to allow for users to add, remove, and reorder columns for on the Reviewing, Disputing, Paying, and All Invoices tabs.

Users can also save views including a default view. Saved views support saving a user’s column added/removed, column order, filters applied, and one column’s sort.

Initially an Invoice Status filter is present but there are a number of other filters currently being worked upon and expected for the next release including:

Carrier
Custom Reference Data Fields
Invoice Date
Invoice Due Date
Invoice Exceptions
Invoice Source
Shipment Mode
Stop Address
Stop Company Name

If there are additional ways that you like to segment your Freight Invoices for processing, please share with your Customer Success Manager as we continue to enhance Settlement within Shipwell.

API Changes

Contracts
- accessorial_charge_table added to contracts
  - Adds the ability to assign an accessorial table to a contract by setting the id/uuid of the charge table as the value for the property accessorial_charge_table when creating or updating the contract via /v2/carrier-relationships/{relationship_id}/contracts/.
  - Note: In the Shipwell Web App UI, the accessorial charge table may be found under company > lane management.
  - Freight Invoices / Settlements
    Added new optional querystring params in GET /freight-invoices. See documentation here.
    due_date__gt
    due_date__gte
    due_date__lt
    due_date__lte
    invoice_date
    invoice_date__gt
    invoice_date__gte
    invoice_date__lt
    invoice_date__lte
    invoiceable_mode
    invoiceable_mode__in
    invoiceable_shipwell_custom_data_id
    invoiceable_shipwell_custom_data_value
    stops__address
    stops__company_name
    stops__company_name__in
    sub_statuses__sub_status
    sub_statuses__sub_status__in
    exclude_document_urls
    exclude_related_entities

EDI Changes: Prevent EDI 214s from changing status once delivered.

Many carriers batch their EDI 214 messages or send the "arrival at delivery" and "completion of delivery" statuses simultaneously. Occasionally, these messages are also sent out of sequence, causing Shipwell to receive the "delivered" status before other key updates.

This led to some shipments not correctly showing as delivered.

With this update, once a shipment's status is marked as "Delivered," it can no longer be changed by EDI messages.

While shipment details such as dates will continue to update, the delivery status itself will remain locked to prevent any further modifications.

Data Science/Analytics Model Updates

Adding all new fields in orders

dim_shipment_detail_key (updated)
company_id (updated)
lineitem_description (updated)
lineitem_ref (updated)
order_description (updated)
order_number (updated)
order_custom_data (updated)
lineitem_custom_data (updated)
total_packages (updated)
total_pieces (updated)
customer_name (updated)
temp_unit (updated)
refrigeration_required (updated)
destination_address_book_entry_id (updated)
destination_address_id (updated)
destination_dock_external_id (updated)
destination_stop_id (updated)
order_id (updated)
invoice_external_id (updated)
order_name (updated)
origin_address_book_entry_id (updated)
origin_address_id (updated)
origin_dock_external_id (updated)
origin_stop_id (updated)
planned_delivery_date (updated)
planned_delivery_end_datetime (updated)
planned_delivery_start_datetime (updated)
planned_pickup_date (updated)
planned_pickup_end_datetime (updated)
planned_pickup_start_datetime (updated)
purchase_order_number (updated)
source (updated)
status (updated)
lineitem_id (updated)
lineitem_created_at (updated)
lineitem_deleted_at (updated)
lineitem_freight_class (updated)
hazmat_hazard_class (updated)
hazmat_identification_number (updated)
hazmat_packing_group (updated)
hazmat_proper_shipping_name (updated)
height (updated)
length (updated)
nmfc_item_code (updated)
nmfc_sub_code (updated)
package_type (updated)
product_category (updated)
refrigeration_max_temp (updated)
refrigeration_min_temp (updated)
stackable (updated)
value_per_piece (updated)
lineitem_updated_at (updated)
width (updated)
Total_weight (updated)
item_count (added)
released_onto_shipment_reference_id (added)
unassigned_at (added)
released_onto_shipment_id (added)
order_source (added)
order_type (added)
references (added)
resource (added)
resource_id (added)
updated_at
Supplier_name (added)

Mobile

Support pinch and zoom for non-PDF documents
Additional sorting support for the Settlement Dashboard
Bug Fixes
Navigation Update Research

Other Minor Enhancements and Bug Fixes

Bug or Enhancement	Description
Bug	EDI - TypeError 'NoneType' object is not iterable
Bug	Fixed an issue in reprocessing an EDI transaction. This issue prevents the delivery date from appearing on the financials screen, particularly in the invoice line. This could cause discrepancies in financial records, delaying invoicing and payment processes.
Bug	Split Pallet BOL missing HAZMAT contact info
Enh	Need a toast to populate once a document generation is requested and another toast when a document is created for a shipment after the user selects Generate Document and the document has been generated
Enh	Add Movement Type to Create Shipment From Order Modal
Enh	Only Display Facilities Where a User is Listed as a Facility Contact in Dock Scheduling
Enh	Support pinch and zoom for non-PDF documents
Enh	Do a periodic sync while mobile app is open
Enh	Additional sorting support for the Settlement Dashboard
Enh	Allow for users to add, remove, or reorder columns on the side panel
Enh	Update v3 order create, view, edit order pages with product reference in appropriate method
Enh	Update the front end new/v3 order forms to pass in both ADDRESS_BOOK_ENTRY_REFERENCE_ID and ADDRESS_BOOK_ENTRY_ID
Bug	The FE is incorrectly Optimize Orders fields for new/v3 orders
Bug	Hazmat is not properly transferring from orders onto shipments when combined handling units are leveraged
Bug	Unable to add line item charges- Financial Updates on Carrier Profile
Bug	Mobile App kicking carrier user out
Bug	Invoicing Issues with pushing to Quickbooks
Enh	Update the template builder table sync time from 1 hour to 15 minutes so that the table syncs every 15 minutes in all environments
Bug	Shipment assembly error occurring when handling unit is being applied - verify configurations are correct in information being passed to P44 within the shipment assembly load optimization connection along with mixed Canada and US address error
Bug	Display Rate Table rates when creating / pushing to Routing Guides