Original House Bill of Lading Validation

From UG

Contents 1 Mantis 2 Introduction 3 Functionality Overview 3.1 Summary 4 Export Functionality 5 Import Functionality 6 Acknowledge Originals are Required Prior to Release at Destination Feature

Mantis

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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 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:

• Record that in the updates log, with operators name, date & time stamp.
• Update CT_bo#Original_BL_Required_Yes_No to the same
• Add the following comment: "This shipment can only be released against presentation of duly endorsed ocean Bills of Ladings" into the comment tab #Comments_and_Query of the CT record or records if a part of a group
• Block updates to both the CT_bo#Import_Fields & the CT_bo#Import_Ref until a team leader or other super ops/management user unchecks #Acknowledge_Originals_are_Required_Prior_to_Release_at_Destination_Feature

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':

• Display a message to the import operator, see:
• Notify team leaders, management, etc, see:

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 #Original_BL_Required_Yes_No 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).