EDI 300

From UG

Contents 1 Intro 1.1 Message Flow 1.2 Limitations 2 Business Process 2.1 Actual Master BP 2.2 Estimated Master BP 3 EDI tab 3.1 Booking Request / Confirmation = 3.2 Shipping Instructions 3.3 Statuses 3.4 Actions 3.5 New Booking 3.6 Update Booking 3.7 Booking Preview Screen 3.8 Cancel Booking 4 Data to Send 5 Reporting and Notifications 5.1 Booking Status Line 5.2 Master Comments Tab 5.3 Email Notifications 5.3.1 Email Template 5.4 Reports 5.4.1 997 Reporting 5.5 Log 6 Misc 6.1 Grouping inside Master 6.2 Extended Master Templates 6.3 Make Address Text firlds read only 6.4 Add Estimated vs Actual Haz 6.5 Tags for required fields 7 EDI Vendor Implementations 8 Wiki source files

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

• at any moment in time there could be only one Booking Request 300 / 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)

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

• EDI Actions

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.

Last record in the list will have appropriate actions offered. See also #Actions

Shipping Instructions

See EDI 304

Statuses

300:

• created (new) - message was initiated by 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 - user initiates updates to existing 300
• cancelled - user cancels existing 300
• conditionally accepted (TBD)
• pending (TBD)

301:

• rejected (300 was rejected by carrier)
• confirmed (300 was confirmed by carrier)
• update (300 was updated by carrier)
• cancel (300 was canceled by carrier)

Actions

See actions available for each state:

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

Wiki source files

File:BR+SI+designs Nov13a.xls