EDI 300

From UG

Contents 1 Intro 1.1 Message Flow 2 Business Process 2.1 Full Master BP 2.2 Empty Master BP 3 Booking Menu 3.1 New Booking 3.1.1 Booking Preview Screen 3.2 Update Booking 3.3 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 Tags for required fields 7 EDI Vendor Implementations

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

• 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.

Business Process

Full Master BP

• 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.

Empty Master BP

• 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)

Booking Menu

Add Buttons to initiate 300 messages:

• New Booking
• Update Booking
• Cancel Booking

This menu 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.

New Booking

Once button is pressed system should:

• validate required fields
• show #Booking Preview Screen

Booking Preview Screen

It presents:

• 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

On "Go Back...":

• user will be returned to Master Editor, General tab to fix required fields.

Update Booking

Present #Booking Preview Screen.

Cancel Booking

Present Confirmation pop-up:

Are you sure you want to cancel this Booking?
[OK]  [Cancel]

On OK send schedule cancellation message.

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

997?

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

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