EDI 300
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| Line 115: | Line 115: | ||
300: | 300: | ||
| - | * created (new) - message was initiated by user, XML created by CT2 and waiting scheduled time to be transmitted to VAN/Carrier | + | * '''created''' (new) - message was initiated by Jag user, XML created by CT2 and waiting scheduled time to be transmitted to VAN/Carrier |
| - | * transmitted - message was posted into VAN/Carriers FTP folder, waiting to be read | + | * '''transmitted''' - message was posted into VAN/Carriers FTP folder, waiting to be read |
| - | * updated - user initiates updates to existing 300 | + | * '''updated''' - Jag user initiates updates to existing 300 |
| - | * cancelled - user cancels existing 300 | + | * '''cancelled''' - Jag user cancels existing 300 |
| - | + | ||
| - | + | ||
301: | 301: | ||
| - | * rejected (300 was rejected by carrier) | + | * '''conditionally accepted''' - (TBD) |
| - | * confirmed (300 was confirmed by carrier) | + | * '''pending''' - (TBD) |
| - | * | + | * '''rejected''' (300 was rejected by carrier) |
| - | * | + | * '''confirmed''' (300 was confirmed by carrier) |
| + | * '''updated''' (300 was updated by carrier) | ||
| + | * '''canceled''' (300 was canceled by carrier) | ||
=== Actions === | === Actions === | ||
Revision as of 17:56, 14 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.
Limitations
We impose this limitation:
At any moment in time there could be only one Booking Request/Update 300 and related Booking Response 301
Theoretically we could send multiple alternative booking requests to:
- different steamshiplines (to maximize chance of any booking)
- same steamshipline (say different dates)
but we are not going to support this now.
Business Process
Actual Master BP
When Master contains actual data.
- 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.
Estimated Master BP
When Master contains estimated data.
- 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)
EDI tab
This tab 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.
Booking Request / Confirmation
Columns:
- ANSI#
- Message type
- Date
- Event
- By
- View Message
- XML
Rows:
Before exchange is initiated only one row exists with "Create" Action.
After that all updates by operator, CT2 system, VAN/Carrier are carefully posted.
Actions
See #Actions
Shipping Instructions
See EDI 304
Statuses
300:
- created (new) - message was initiated by Jag user, XML created by CT2 and waiting scheduled time to be transmitted to VAN/Carrier
- transmitted - message was posted into VAN/Carriers FTP folder, waiting to be read
- updated - Jag user initiates updates to existing 300
- cancelled - Jag user cancels existing 300
301:
- conditionally accepted - (TBD)
- pending - (TBD)
- rejected (300 was rejected by carrier)
- confirmed (300 was confirmed by carrier)
- updated (300 was updated by carrier)
- canceled (300 was canceled by carrier)
Actions
See actions available for each state:
300 New
300 Update
300 Cancel
Present Confirmation pop-up:
Are you sure you want to cancel this Booking? [OK] [Cancel]
On OK:
- schedule cancellation message
- send e-mail to user who submitted with details of submission
On Cancel return user to Master Editor.
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.
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
