Original House Bill of Lading Validation

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Contents

Mantis

[2190]

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 lead release.

Functionality Overview

Summary

There are 2 Jaguar operator roles. First is the Jaguar export operator & second is the Jaguar import operator.

Core roles of Jaguar export operator:

  • Create the CT to arranges the shipment from origin door or origin port to the destination port
  • Creates or Issues original house bills of ladings

Core roles of Jaguar import operator:

  • Arranges for the shipment from destination port to destination door
  • Creates arrival notices

Currently CT_bo#Original_House_Bill_Yes_No is set to default to ‘Yes’ on export tab, this needs to change to default to 'No'

Export Functionality

After Jaguar Export Operator creates the ocean CT and go to enter all shipment information inside of the export tab, the following things should happen when operator clicks 'YES' for CT_bo#Original_House_Bill_Yes_No:

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':

  • Block updates to the certain import fields
  • Display a message to the import operator similar to the credit note

Present the issuance of an arrival notice, and any updates on the “import tab” (all of the import tab), and entering an import reference number in the record (Gen Tab)

Until a “acknowledge originals are required prior to release at destination” button is checked / unchecked by a supervisor (team leader, management etc).


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 will require an approval from a group of users who have permission to unblock those fields from being updated if [[]] is clicked to 'Yes'. The system could also have some sort of a notification for the group of users who have the permission to unblock the import fields. Also, should display a message to the user who tries to update the 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).

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