Original House Bill of Lading Validation

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Contents

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Introduction

This feature is for all ocean shipments that Jaguar Freight arranges from origin to destination and issues an original house bill of lading (aka OHBL). This is to bring to the import operators attention that an original house bill of lading was issued and that they must have their team leaders acknowledgment of this according to the SOP set forth by JFS.

Functionality Overview

Summary

There are 3 types of Jaguar operator roles involved for the Original House of Lading Validation. First is the Jaguar export operator, second is the Jaguar import operator & last are the Jaguar supervisors

Core roles of Jaguar export operator:

  • Create the CT to arrange the shipment from origin door or origin port to the destination port
  • Creates or Issues original house bills of ladings, if and when required, as well as other export related documentation

Core roles of Jaguar import operator:

  • Arranges for the shipment from destination port to destination door
  • Creates arrival notices, as well as other import related documentation
    • Note Jag import operator does create CT records for shipments that Jaguar Freight did not arrange for the export. They will play both roles, both export and import operator, but only issue import documentation

Core roles of Jaguar supervisors:

  • Monitor their teams work and performance
  • Takes responsibility roles to ensure their teams are following the current SOP

Export Functionality

Jaguar export operator can confirm the CT_bo#Port_Of_Loading_Actual_Date in 2 different places:

  • From the CT record (export tab)
  • From the Master (master details tab)
  • If port of loading actual date is confirmed in CT record, the following things should happen:
  • If port of loading actual date is confirmed in Master, the following should happen:
  • System should look to see if there are more than 1 CT record apart
    • If Yes, system should give operator the chance to list those CT that have an original house bill of lading issued
      • Then system should mark all of the CT records confirmed Y according to the same steps above and for the records that the operator did not select, the system should mark all if the CT records confirmed N according to the same steps above
    • If no, the same steps above should happen

Import Functionality

The following things should happen when a CT record has both CT_bo#Original_House_Bill_Yes_No & CT_bo#Original_BL_Required_Yes_No set to YES:

Export OHBL validation message

  • Message displayed would be simple: IE - Please confirm if an original house bill of lading is required? Y/N

Acknowledge Originals are Required Prior to Release at Destination Feature

  • This feature could be similar to the Issue_Credit_Note feature, where the import fields would require approval from a group of users who have permission to unblock those fields from being updated.
  • The system should also have some sort of a notification for the group of users who have the permission to unblock the import fields.
  • Also, the system should display a message to the users who try to update any of the import fields.
    • For example: You cannot proceed until an “acknowledge of originals required prior to release at destination” is confirmed by a supervisor (team leader, management etc).
  • Once a team leader, management, etc, confirms this, it should record in the updates log, with their name, date & time stamp
  • Lastly, make all of those fields now editable by all users.
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