CS and SO Statuses in Freightools
This article explains the lifecycle statuses of Customer Shipments (CS) and their interaction with Shipment Orders (SO).
Understanding statuses is essential because they control:
- Operational progress
- Financial readiness
- Edit permissions
- Cancellation logic
CS Statuses
A CS has five statuses:
- New
- Open
- In Execution
- Executed
- Cancelled
Each status reflects a specific stage in the shipment lifecycle.
1️⃣ New
When a CS is first created, it is automatically set to:
Status: New
At this stage:
- Operational data can be entered.
- No economics (activities / price details) have yet been added.
This is an initial draft stage.
2️⃣ Open
Once Economics are added (activities and price details), the status automatically changes to:
Status: Open
This indicates:
- The shipment is commercially defined.
- Revenue and cost structure has been established.
- It is ready to proceed operationally.
If a CS is later disconnected from its SO, it will revert back to Open.
3️⃣ In Execution
When a CS is linked to an SO, its status becomes:
Status: In Execution
This reflects that:
- The shipment is operationally active.
- It is connected to the carrier-level document (MBL / MAWB equivalent).
- Execution has started.
If the CS is disconnected from the SO, it returns to Open.
4️⃣ Executed
Once the shipment is fully completed, it moves to:
Status: Executed
A CS is considered executed when:
- All operational process steps are completed.
- All selling invoices have been issued.
- All buying invoices have been received.
Important:
In this status, the CS can no longer be edited.
This ensures data integrity and prevents post-completion changes.
5️⃣ Cancelled
If a shipment must be cancelled, it cannot be done directly.
There is a required process.
How to Cancel a CS
Step 1 – Disconnect from SO
A CS cannot be cancelled while linked to an SO.
To disconnect:
- Open the relevant SO.
- Go to the Customer Shipments tab.
- Uncheck the checkbox on the left side of the CS.
- Click Update Binding.
- Save the SO.
After saving, the CS will be disconnected.
Its status will return to Open.
Step 2 – Change CS Status to Cancelled
Now:
- Open the CS.
- Change the status to Cancelled.
- Save.
Important Limitation – Orders Must Not Exist
A CS cannot be cancelled if orders have already been generated.
Orders are:
- Buying invoice items
- Selling invoice items
They are created based on:
- Activities
- Price details
If invoices have not yet been issued:
- Orders can be cancelled first.
- Then the CS can be disconnected from SO.
- Then the CS can be cancelled.
If invoices were already issued, the cancellation process requires financial handling before status change is possible.