Copying or Retiring a Booking

1. 1Booking

Booking

Purpose

This job, step by step.

Who does this

MK shipping and booking staff who need to copy a booking that is nearly identical to an existing one, or who need to ret

Before you start

• You have the right account (see Permissions and Access).
• The record and date you are working on are correct.
• Words you do not know are in the Glossary.

Copying a booking

Use a copy when a new booking needs the same header details as an existing one and only a few things change.

Before you copy

1. Find the booking you want to base the copy on.
2. Decide how many copies you need. You can copy up to nine at a time.
3. Read the section below on what a copy does not bring across, and check the copy is still worth making.

What a copy brings across

• The invoice number
• The independent switches
• The not-in-use marker
• The link to the outbound sales order
• Other header values

What a copy does not bring across

• Containers. They are not copied.
• Attachments. They are not copied.

Both must be added to the copy yourself.

How to copy

1. Select the bookings you want to copy.
2. Use the clone action.
3. Wait for the result.

After you copy

1. Search for the new bookings. They are added with a suffix on the reference, so search for each one you expect.
2. Open each new booking and check the values that were carried across, especially the invoice number and the sales order link.
3. Add the containers and attachments the original had, if the copy needs them.

A copy is checked less strictly than a booking you create yourself. A booking that the normal create would refuse can be produced by copying. Always open and read what you get.

Retiring a booking

When to use it

When a booking should no longer be used, but you still need it for the record. It is not a delete — nothing is removed.

How to retire one

1. Open the booking.
2. Turn on the not-in-use switch.
3. Save.
4. Reopen the booking and confirm the switch is set.

What the switch does not do

It does not remove, and it does not lock:

• the linked outbound sales order
• containers
• output paperwork

All of that stays exactly as it was.

If something goes wrong

Situation	What to do
A required field was refused	Correct that one field and save once.
The sales order link looks wrong or missing	Open the booking and the sales order separately and look. The response does not tell you whether the link changed.
The save result is unclear	Search by the booking number and the invoice number before saving again.
The copy result is unclear	Search for the base booking and every suffix you expected. Saving again can create a second set of copies.
A copy has no containers	That is expected — containers are not copied. Add them yourself.
You retired the wrong booking	Turn the switch off again. Nothing was deleted, so nothing needs restoring.

Who owns the next step

MK shipping staff own the booking. Containers belong to the yard team and paperwork belongs to the packing team — check with them after copying, and before relying on a retired booking.