EDI 300
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* '''Initial Booking''' | * '''Initial Booking''' | ||
- | ** Booking confirmation that follows: confirmed, rejected, conditionally accepted, pending | + | ** '''Booking confirmation (301)''' that follows with statuses: confirmed, rejected, conditionally accepted, pending |
* '''Jaguar Booking Update''' - booking amendment, initiated by the customer. You can only send amendments on confirmed, conditionally accepted or pending bookings. For rejected bookings a new initial booking needs to be sent | * '''Jaguar Booking Update''' - booking amendment, initiated by the customer. You can only send amendments on confirmed, conditionally accepted or pending bookings. For rejected bookings a new initial booking needs to be sent |
Revision as of 01:36, 13 November 2013
Contents |
Intro
EDI 300 is a Booking Request message.
It is an outgoing Message: Jaguar sends info to Carrier.
The shipper or forwarder can use this transaction set to reserve cargo space.
Types of 300 message:
- Initial Booking
- Booking confirmation (301) that follows with statuses: confirmed, rejected, conditionally accepted, pending
- Jaguar Booking Update - booking amendment, initiated by the customer. You can only send amendments on confirmed, conditionally accepted or pending bookings. For rejected bookings a new initial booking needs to be sent
- Jaguar Booking Cancellation - initiated by the customer. You can only send cancellations on confirmed, conditionally accepted or pending bookings.
- Carrier Booking Update - booking amendment, initiated by the carrier. Supported by some carriers.
- Carrier Booking Cancellation - initiated by the carrier.
Message Flow
Below covers most scenarious except updates from carriers.
Business Process
Full Master BP
- 1/ Combine CTs into GRPs and then into Master (currently not all operators are doing this at the moment of booking)
- 2/
- Enter all required booking information such as containers, Vessel, Voyage, etc.
- Pass all #Validations.
- 3/ Send booking request by pressing a button in Master Context Menu. See #Master UI 1.
Empty Master BP
- 1/ create empty master from Master template
- 2/ steps 2,3 from #Regular BP
Note: User will wrap CTs inside the master with one or more groups later on (before EDI 301 is transmitted)
Booking Menu
Add Buttons to initiate 300 messages:
- New Booking
- Update Booking
- Cancel Booking
This menu is active only if:
Master#Steamshipline in given Master is on the list of active carriers in OS Admin (see OS#Steamshiplines) AND MOT = FCL or Client Consol (hardcoded for now, in ph2 is a part of Admin)
See mock up below.
New Booking
Once button is pressed system should:
- validate required fields
- show #Booking Preview Screen with title "New Booking"
Update Booking
Once button is pressed system should:
- validate required fields
- show #Booking Preview Screen with title "Update Booking"
Booking Preview Screen
It presents:
- title: New or Update
- all information that will be sent to carrier
- missing required fields info (if any)
- "Transmit" button (disabled if not all required fields are present)
- "Go Back..." button
On "Transmit":
- Confirmation pop-up will be shown. It will say: "Booking Confirmation has been scheduled."
- Messages will be scheduled as defined in OS#Frequency
- send e-mail to user who submitted with details of submission (TBC with Marc, details TBD)
On "Go Back...":
- user will be returned to Master Editor, General tab to fix required fields.
Cancel Booking
Present Confirmation pop-up:
Are you sure you want to cancel this Booking? [OK] [Cancel]
On OK:
- send schedule cancellation message
- send e-mail to user who submitted with details of submission (TBC with Marc, details TBD)
On Cancel return user to Master Editor.
Data to Send
- see OOCL 300
Reporting and Notifications
Booking Status Line
See mock up under #Booking Menu.
Shows latest status/event related to the Booking.
Until 301 has been received I suggest to show 300 statuses:
- new, transmitted, accepted, rejected
After 301 is received I suggest to show 301 message statuses:
- confirmed, rejected, conditionally accepted, pending
It is possible to post more info here, for example BOOKING UPDATED but it would be more complex and not sure if needed -alex-
Master Comments Tab
Post all events/updates related to all messages here:
- Add record every time message was sent or received
- Record content of the message, operator who initiated.
TBC: Marc had idea here - need to ask again
Email Notifications
- notification of 997 (TBC)
- email defined in #Booking Preview Screen (TBC)
Email Template
'''From''': cybertrax@jaguarfreight.com [cybertrax@jaguarfreight.com] '''Sent''': <date> '''To''': <user name> '''Subject''': Rejected: <protocol number><message type><related master numbers> Dear <user name>, The following transmission was rejected: <protocol number><message type><related master numbers> This is automated message generated by Cybertrax 2 System.
- <protocol number>: 300, 301, etc
- <protocol name>: Booking Request, etc
- <related master numbers>: Master numbers related to thi transmission. Example: M1234, M12414
Reports
997 Reporting
Optional for 300 (since we have 301 as a response).
Required for 304.
Dashboard similar to 997 dashboard in SI EDI (Data2Log).
Provides counter of Rejected messages.
Must be based off of #List Masters.
Log
Log all related events:
- when Process started
- when Process ended
- 300 sent
- 301 received
- 304 sent
- 315 received
- any 997 received
Additional info to include into log event description:
- related list of Master numbers
- status for incoming messages (such as accepted/rejected)
Misc
Grouping inside Master
Add ability to group/ungroup selected CTs inside the Master.
Extended Master Templates
Following additional fields must be copied at the moment of creating a template from Master Clone.
Add column / filter of user who created them.
TBD: ask opers/team leads if they cross share or there is a benefit of cross sharing
Make Address Text firlds read only
Make the following fields read-only on Masters profile:
Master#Master Shipper Text Master#Master Consignee Text Master#Master Notify Text Master#Master Pick-up Text Master#Master Delivery Text
Add Estimated vs Actual Haz
Tags for required fields
EDI transmission assumes strict validations.
All required fields mast be marked as colored "*" (say orange).
Add note (in orange): "* Required fields for Booking Confirmation"
EDI Vendor Implementations
- CargoSmart: CSmart 300