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Field
|
Description
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|---|---|
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Record Type
|
Indicates if this is a shipment order or Shipment.
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Case
|
Support case from which this shipment order is originated. This is a lookup to an existing Salesforce case record.
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Work Order
|
Work Order related to this Shipment Order. This is a lookup to an existing Work Order record in ServiceMax.
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Account
|
Company initiating this Shipment Order. This is a lookup to an existing Salesforce account record.
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Contact
|
Name of the contact person from the customer account for this shipment order. This is a lookup to an existing Salesforce contact record.
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Parts Order Reference
|
Reference to another Parts Order number within ServiceMax.
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|
Order Status
|
Current status of the shipment order.
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Priority
|
Priority of the shipment order.
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Expected Ship Date
|
Date when the products are expected to be shipped to the customer. Useful for planning and allocating resources.
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Service Engineer
|
Name of the service engineer associated with the shipment order. This is a lookup to the existing Salesforce user record.
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|
Sales Order Number
|
Sales order number reference from a back-office Enterprise Resource Planning (ERP) application.
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|
From Location
|
Name of your organization's location from where the products will be shipped. This is a lookup to an existing location record in ServiceMax.
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From Street
|
"Street" part of the source address.
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From City
|
"City" part of the source address.
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From State
|
"State" part of the source address.
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From Zip
|
"Zip" part of the source address.
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From Country
|
"Country" part of the source address.
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Warehouse
|
Name/number of the warehouse from where the product will be shipped.
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To Location
|
Name of the customer's location to which the products are shipped. This is a lookup to an existing location record in ServiceMax.
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To Street
|
"Street" part of the destination address.
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To City
|
"City" part of the destination address.
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To State
|
"State/Province" part of the destination address.
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To Zip
|
"Zip/postal code" part of the destination address.
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To Country
|
"Country" part of the destination address.
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Shipping/Receiving Notes
|
Instruction for the shipping department. This is a free text entry field.
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Shipping Terms
|
List indicates the standard shipping terms such as FOB, EXW, DDP.
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Delivery Option
|
Special delivery requirements such as Saturday Delivery.
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|
Bill To
|
Indicates who should be billed for shipping charges.
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Billing Type
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Indicates whether the billing is covered by an agreement or this is a paid shipment.
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Shipping Courier
|
Name of the courier company used to ship the product. This is a lookup to an existing Salesforce Account record.
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Tracking Number
|
Tracking number given by courier company.
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Canceled By
|
The Salesforce user who canceled this Parts order.
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Canceled On
|
Date/time when this Parts order was canceled.
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Closed By
|
Salesforce user who closed this Parts order.
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Closed On
|
Date/time when this Parts order was closed.
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Parts Request
|
The ServiceMax Parts Request for which this shipment order is created.
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