Copying a Shipment

After one shipment is created and saved, it can then be copied. You can modify each copy as necessary and then book it.

Why would I copy a shipment?

If a shipment needs to be duplicated, but will not be needed again, then you should use the copy feature. It is also a quick way to create a new shipment.

Before Getting Started

• You belong to a company that has access to at least one policy in Confirmed status.
• You are assigned the Create Shipment security right.
• You belong to a company that has access to at least one shipment.

Note: You can copy from any existing shipment, regardless of the shipment’s status.

Steps

1. Search for an existing shipment.

   

2. In the Common Shipment Actions widget on the left side of the screen, click the Copy Shipment hyperlink to create a new shipment based on the selected one. The Shipment Certificate screen is displayed.

3. Complete, at minimum, the required fields. Fields marked with a red asterisk * are required. If additional fields become mandatory based on the information you provided the system will identify them after you click Verify Coverage. For details on creating shipments, refer to the Creating a New Shipment section.

   Note: When copying a shipment the system does not copy the following:

   • The Date of Departure
   • The coverage information generated post-verify coverage, (e.g. Premiums, Additional Charges, Insuring Conditions)
   • Shipment documents
   • Shipment Notes

Result

The system displays a new shipment populated with all of the data from the shipment you are copying (except for the Date of Departure). The shipment fields become editable for you to modify as required and you can Verify Coverage to proceed with booking the new shipment.