Incoterm / Transport Document Rules

Users with security rights to maintain Incoterm / Transport Document Rules can create them through the Reference Data area. The incoterm / Transport Document Rules listview page displays when you, as a Bank Admin in the system, click the Incoterm / Transport Document Rules link present under the Reference Data Menu. This page allows you to create, edit, and delete one or more Incoterm / Transport Document Rules in the Portal system.

To create a Incoterm / Transport Document Rules:

1. Press the Reference Data menu drop-down arrow in the navigation bar.

Result: The Reference Data Options displays.

2. Select Incoterm / Transport Document Rules from the drop-down list.

Result: The list page displays.

3. Press New.

Field/Contol	Description
Incoterm Type	Column displaying the Incoterm Type name. Click on a Incoterm Type in the column to display detailed information about the Incoterm / Transport Document Types. By default, The Incoterm Type dropdown will contain a list of all the Incoterm Types. To sort by another column, click on the column header.
Transport Document Types	Column displaying the Transport Document Type name.
New	Pressing this button displays the Incoterm / Transport Document Rules page, allowing you to enter a new Incoterm / Transport Document Type and save the new type in the system. The following fields are available after clicking New to create a new Incoterm /Transport type rule. Incoterm Type - Required field, description values are pulled from the Incoterm type table. Transport Document Type - Required field, description values are pulled from the Transport Document type table.