Linked Services on Operational Documents
Linked Services on Operational Documents
Linked Services are subsidiary service legs (Internal Jobs) defined on a Sales Quote and carried through to operational documents — Sea/Air bookings and shipments, Transport orders and jobs. This page describes what users should expect for linked-service behaviour across Sea, Air, and Transport.
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Prerequisites
- A Sales Quote with one or more Linked Services on the quote (Internal Jobs tab / Linked Services grid).
- Familiarity with quote conversion and charge scope: Sales Quote — Separate Billings and Internal Job.
1. Quote → Booking / Order conversion
When you convert a full Sales Quote to operational documents (Regular, One-off, or Project quote types):
| What you should see |
|---|
Quote keeps its IJ-… rows on the Services grid |
Booking / Order gets new cloned IJ-… rows (new numbers) for subsidiary legs |
| Booking charges point at the booking-owned clones (remapped automatically) |
The system clones linked services onto the booking — the same pattern as charge rows. The quote does not lose its legs.
Blanket call-off
Blanket call-off conversions clone only the linked services tied to the selected charge rows. The quote keeps all originals for future call-offs.
2. Services tab (read-only view)
Operational documents expose a Services tab with a read-only linked services grid:
| Document | Services tab |
|---|---|
| Sea Booking / Sea Shipment | Yes |
| Air Booking / Air Shipment | Yes |
| Transport Order / Transport Job | Yes |
The grid shows subsidiary legs parented to that document. You cannot add or edit rows on operational Services tabs.
3. Saving and editing — rows must stay visible
Linked services remain visible on the Services tab after save and reload on quote, booking, shipment, and job forms.
4. Booking → Shipment / Order → Job
When you convert:
- Sea Booking → Sea Shipment
- Air Booking → Air Shipment
- Transport Order → Transport Job
Linked services are cloned onto the child document; the parent keeps its rows (like charges). Shipment/job charges are remapped to the child-owned IJ-… clones.
5. Happy-path example (Sea)
- Create quote SQU… with subsidiary Transport linked service
IJ-…-A. - Convert quote → Sea Booking SBK…
→ Quote still showsIJ-…-A; booking shows new cloneIJ-…-B. - Convert booking → Sea Shipment
→ Booking still showsIJ-…-B; shipment shows new cloneIJ-…-C.