1COR232:

How do I use the Universal Copy Function ?

In this learning unit, you will learn how to use the Universal Copy function, and create your own
Universal Copy Template. Universal Copy relies on the creation of a Universal Copy Template, and
then either manually running this template to create a copy of a given record, or automating this
process by providing a copy schedule.

Activity One
Set a Universal Copy Template for a Shipment.
Helpful Hints
Steps
Recommended Learning Units:
1. Go to Operate > Forwarding > Forwarding > Shipments  1COR235 explains how to create
2. In the Shipment search screen, right-click in the grid and Universal Copy Schedules.
select Universal Copy > New Copy Template
3. In the New Universal Copy Template window under the Copy Method Descriptions:
Details tab, enter:
a. Template Name: &Customer and Packs Template  Do not copy -This field will not be
copied.
 Copy source value – Field value
Setting Hotkeys: will be copied from the record
being copied.
To set a hotkey, include an ampersand (&) to the left of the
letter you want as the hotkey. If not hotkey is set at the  Empty – Field value will be
time of saving, the system will allocate an available unused explicitly set to blank (cleared)
hotkey. To invoke the Universal Copy Template using when copying
hotkeys, press Ctrl + Shift + C in a search screen and then  Default value for this property –
press the appropriate hot key. This field will default to its normal
value
b. Published: Ticked  Other property on this object –
4. Below in the Properties grid, enter: Field value will be based on
another field that you need to
a. Caption: Goods Value select from the drop-down list
i. Copy Method Description: Select Use a Macro under the Value column.
to set the Value  Constant value – Field value will
ii. Value: be set to a specific value that you
<Consignor.MiscServ.OM_RX_NKEXDefCurren need to enter under Value
cy> column.
5. Move across to the Related Records section and repeat  Use a Macro to set the value –
the process under the appropriate Related Record. Field value will be based on a
6. Click on the Save & Close button. macro that you enter under the
Value column. Macros are useful
to perform complex manipulation
of data.

© 2019 WiseTech Global Core General Functions – General Functions – 1COR232.1

Activity Two
Helpful Hints
Copy a Universal Copy Template for a Shipment.
Related Records:
Steps
Additionally, to the main (root) record,
1. Go to Operate > Forwarding > Forwarding > Shipments there are two types of related
2. In the Shipment search screen, right-click and select records:
Universal Copy > New Copy Template From
3. Select the appropriate Template to copy.  A collection of records, which
4. In the New Universal Copy Template window, make the has the following copy methods:
required changes.
5. Click on the Save & Close button.  Do not copy;
 Copy all elements;

AWB Data:  Copy filtered elements –

copy only elements that
The Universal Copy function does not copy overridden match specified filter.
AWB data. It only copies the data related to the
Shipment itself, not any related ones such as linked  A single related record, which
Consols or Related Shipments. Note: it does not copy has the following copy methods:
data that is entered on the AWB Form or FormBuilder  Do not copy
Forms.
 Copy related record:
related record will be copied
and associated with copied
Activity Three parent record;
 Link to source record: a
Delete a Universal Copy Template for a Shipment.
new association will be
created between the copied
Steps
parent record and the original
related record;
1. Go to Operate > Forwarding > Forwarding > Shipments
2. Within the Shipment search screen, right-click in the grid  Link to copied record: if
and select Universal Copy > Edit Copy Template the specified related record is
3. Select the appropriate Template to edit. present in the tree more than
4. In the Edit Copy Template window, click on the File menu once and is already set to be
and select Switch to Delete Mode. copied in another place of the
5. Click on the Delete button and confirm the template has copy template, then marked
been deleted. as “Link to copied record”,
6. Click on the Save & Close button. the related record will be
associated with that copy. If it
is not set to be copied in.
Activity Four
Create a new Universal Copy Template and link the template
to an existing Group record Branch properties.

Steps

1. Go to Maintain > User Admin > Group

2. Click on the Find button.
3. Highlight the desired Group, right-click and select Universal Copy > New Copy Template
4. In the New Universal Copy Template window, navigate to the Related Records section and
highlight:
a. Glb Securities
5. In the Properties grid, review:
a. Properties configuration is not available with selected copy mode.

© 2019 WiseTech Global Core General Functions – General Functions – 1COR232.2

6. Move down to the Element Details tab and enter:
a. Copy Method: Select Copy all elements
7. Navigate back up to the Properties grid, and confirm the update displays as follows:

8. In the Related Records section, click on the Add button

next to the Glb Securities menu.
9. In the tree, highlight Branch.
10. Move down to the Element Details tab and enter: Helpful Hints
a. Copy Method: Select Link to Source Record. Source Records:
When creating a new Universal Copy
11. Return to the Related Records section and select Glb Template, you can select one of the
Securities > Branch. following Source records:
12. Right-click on Branch and select Move to Properties.
13. In the Moving Related Record copy configuration to  Selected: This is the system
Properties window, click on the Yes button. default. Selected row(s) in the
14. Returning to the New Universal Copy Template window, grid will be copied.
confirm the Branch record displays in the Properties  Filtered Record: When this
section, allowing the user to select the Copy Method option is selected, an additional
Description of your choice. tab ‘Collection Filter’ will be
shown, to allow the user to
15. Remaining in the Properties grid, enter: specify a filter. When this
a. Copy Method Description Universal Copy Template is used,
the first record matching the
specified filter will be copied.
You must select a Copy Method Description, or you will  Nominated Record: An
receive the following error: additional find box control with
title ‘Nominated Record’ will be
shown, allowing the selection of a
record that will always be used
for the Universal Copy Template.
Activity Five
For more information Source options
added to Universal Copy Templates.
Create a new UNLOCO Template using values from an
existing UNLOCO using the Universal Copy function.
Export and Import Universal Copy
Templates across Companies on a
Steps
Shared Database:
Within the Universal Copy Template
1. Go to Maintain > Locations > UNLOCO
window, under the Actions menu, the
2. Use the Filters to locate the existing UNLOCO record:
following options are available:
a. Country/State
 Export to File: Exports the
i. Country: RS – Serbia
Universal Copy Template in XML
b. Click on the Find button. format
3. Select a UNLOCO in the grid, right click and select  Import from File: Loads template
Universal Copy > New Copy Template configuration from an imported
4. In the New Universal Copy Template window, enter: XML file.
a. Template Name: Kosovo
For more information on this function,
refer to Export and Import Universal
Copy Templates across CargoWise
One systems.

© 2019 WiseTech Global Core General Functions – General Functions – 1COR232.3

5. Move down to the Properties grid and update the
following:
Helpful Hints
a. UNLOCO Code:
i. Copy Method Description: Select Empty Split Collection for Filtering:
To create a split collection for a
c. Country: filtering element, in the Related
ii. Copy Method Description: Constant value Records menu tree, right click on a
iii. Value: XK root element and select Split
Collection for filtering.
d. For all other lines in the grid, update as follows:
i. Copy Method Description: Copy source value Note: All nodes for all split collections
(and sub-collections) will be grouped
6. Click on the Save & Close button. together under the root element in the
7. Return to the UNLOCO search screen and multi select Related Records tree.
the UNLOCOs in the grid that you wish to copy and
create new Kosovo UNLOCOs from. For information on how to:
8. Right-click and select Universal Copy > Kosovo
 Change the name of a Split
Collection
A New UNLOCO window will open for each UNLOCO record
selected and some fields will auto populate per the Universal  Define the order of Split
Copy Template setup. Collection Elements

Refer to Improvements to Universal

9. In the New UNLOCO window, under the UNLOCO tab > Copy Split Collections.
Location Details section enter:
e. UNLOCO Code: XK, then the three last letters of Addresses:
the original code. The Controlling Customer and
Controlling Agent, are defined and
10. Click on the Save & Close button. held in the Addresses tab. You can
reference 1COR262 for more
information which shows how
Where relevant, do not forget to deactivate the original customizations can include the
UNLOCO code. different Documentary Addresses
such as Controlling Agent, Controlling
Customer, Delivery Agent, and so on.
Activity Six
Value of this property cannot be
edited manually:
Edit the Universal Copy Template created in Activity One to
copy the Consignor and Consignee details, but not the When this error displays, review the
address configuration. It is not
Controlling Customer or Controlling Agent.
possible to copy the Override status
and the Validation Status of the same
Steps
address. Note: addresses can
belong to either the Consol or
1. Go to Operate > Forwarding > Forwarding > Shipments
Shipment level.
2. Within the Shipment search screen, right click in the grid
and select Universal Copy > Edit Copy Template >
[Customer and Packs Template]
3. In the Edit Universal Copy Template window, from the Related Records:
a. Select Consignee address
b. Under the Element Details tab, choose the Copy Method: Copy
c. Repeat steps a and b for Consignor address
d. Select Addresses
e. Under the Element Details tab, choose the Copy Method: Do not copy
4. Click on the Save & Close button.

© 2019 WiseTech Global Core General Functions – General Functions – 1COR232.4

When copying a Universal Copy Template, ensure that
you review all possible fields that should be included.
Helpful Hints
For example, when copying a Shipment, make sure that
you select ‘Copy Source Value’ for every field that should Create a template using the Quick
be included in the Template. Booking or Shipment data entry
screen:
Note: You’ll need to review both the Basic Registration and For users who aren’t as confident
Packing tabs, where details may be different (packs, using the New Universal Copy
weights etc.), otherwise any warnings due to data Template screens, the system has an
conflicting will be carried over to new Shipments created option to create a Template using the
from the Template. Quick Booking or Shipment screens.
You can create generic or customer
specific templates by entering only
the data you want copied. Once
Activity Seven saved, use the Template Records
search filter and view Templates
Edit the Universal Copy Template created in Activity Six to Only. Then use these templates to
copy the Notify Party details. populate fields.
For information on creating a
Steps
Template. Refer to the Template
Shipment Function – Universal Copy
1. Go to Operate > Forwarding > Forwarding > Shipments
or Template Forwarding Quick
2. In the results grid right-click and select Universal Copy >
Booking Function – Universal Copy
Edit Copy Template > [Customer and Packs Template]
3. In the Edit Universal Copy Template window, from the
Related Records section locate Address
4. Right-click and select Split collection for filtering
5. In the Splitting collection to filtered parts system prompt enter:
a. Name: Notify Party
b. Click on the OK button
6. Back in the Edit Universal Copy Template window, click on the Collection Filter tab and enter:
a. Search filter: Type
b. Select: Exact
c. Value: NPP
7. In the Properties section setup the required properties.
8. Click on the Save & Close button.

© 2019 WiseTech Global Core General Functions – General Functions – 1COR232.5