Editing a New Shipment

After you verify coverage for a new shipment, the system automatically locks the shipment details since the generated premiums, terms and conditions are based on the specific details you entered in the Shipment Form. Modifying the shipment details after you verify coverage can change the resulting premiums, taxes, fees and conditions as well as the shipment’s insurability.

Why would I edit a new shipment?

After verifying coverage for the shipment you realize one or more of the shipment values you specified is incorrect and /or you want to compare the cost of insurance across different coverage types.

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 click Verify Coverage when creating a new shipment.

Steps

  1. Click Edit Shipment. The system unlocks the Shipment screen and displays the Shipment Details for you to edit.

    Note that users can switch between policies from within the shipment form without returning to the search page. For details on switching between policies, see the Switching Between Policies section.

  2. Edit one or more of the values as required. Fields marked with a red asterisk * are required.
  3. Click Verify Coverage. The system compares the latest shipment details to the related policy.

Result

The shipment details are modified (without saving the shipment) and the shipment becomes insurable. The system displays the insuring conditions along with any generated premiums, taxes and fees, depending on your security rights and whether the related policy is rated. The system locks the shipment details displaying all values as read-only and you can then either book the shipment or edit the shipment again if you have to modify any additional details before booking it.

Or the shipment generates a referral where the system displays one or more referral reasons. The system locks the shipment details displaying all values as read-only and you can then either submit the referral so it can be reviewed and approved by an insurance representative or edit the shipment if you can modify any shipment details and verify coverage again.