Version Release of eFreight Suite 3.1.3

Version Release of eFreight Suite
3.1.3
Version Release
Created Date:05/12/2013
Version: 3.1.3
Table of Contents
1.
eAir ...................................................................................................................................................................5
1.1
Mail Subject of Flight Booking can be customized ...............................................................................................5
1.2
New dashboard screen - Air Import Documentation has been created ................................................................6
1.3
Draft MAWB can be printed in desired Stationary type ........................................................................................6
1.4
MAWB Stocks can be sorted by serial numbers ..................................................................................................7
1.5
Pricing Details based on Port Pairs for Air Shipments ..........................................................................................8
2.
eOcean ............................................................................................................................................................ 10
2.1
Consignee details in HBL report based on default code ..................................................................................... 10
2.2
Invoice checking in DO Release is done based on a flag ................................................................................... 11
2.3
EDI for Pakistan location can be generated ...................................................................................................... 12
2.4
FCL &LCL follow-ups can be monitored ............................................................................................................ 12
2.5
Pricing Details based on Port Pairs for LCL Shipments ...................................................................................... 13
2.6
Import jobs can be modified using manifest corrector ...................................................................................... 14
3.
eFinance ......................................................................................................................................................... 14
3.1
Document wise party details can be retrieved in Subjob Cost sheet ................................................................... 14
3.2
Job sign-off can be done in Service Job screen ................................................................................................ 15
3.3
Unposted vouchers can be easily viewed ......................................................................................................... 16
3.4
VAT calculation has been enabled in Invoice & CRN screens ............................................................................. 17
3.5
Uncleared cheques can be cleared easily! ........................................................................................................ 20
3.6
Invoice automail has been enabled for Cash customers .................................................................................... 21
3.7
New option has been provided for Invoice Cancellation .................................................................................... 21
3.8
Automail Triggered Status can be viewed in Invoice screen .............................................................................. 22
3.9
WIP Automation for Accurate Job Closure ........................................................................................................ 23
4.
eCRM ............................................................................................................................................................... 24
4.1
CC mail ids for ESI submission automail can be updated .................................................................................. 24
4.2
Revenue charges are retrieved based on Valid dates ........................................................................................ 24
4.3
Charges applicable for multiple segments are retrieved in Advance Quotation ................................................... 25
Last Modified Date:08/01/2014
Page 2 of 44
Version Release
Created Date:05/12/2013
Version: 3.1.3
4.4
5.
Consignee/Shipper details cannot be updated for specific customers mentioned under entity codes ................... 25
New Reports & Admin Scripts ....................................................................................................................... 26
5.1
Exchange rate differences (based on document date) – 9873 ........................................................................... 26
5.2
Exchange rate differences (based on adjustment date) – 9866 ......................................................................... 26
5.3
Subjobcost Sheet with Provisional document datewise – 103200 ....................................................................... 27
5.4
EP Copy Status - 10030 .................................................................................................................................. 27
5.5
Job Note Details – 7233 ................................................................................................................................. 27
5.6
Sea Import NOC Check List - 9032 .................................................................................................................. 27
5.7
Shipping Order – Console Report .................................................................................................................... 28
5.8
Subledger Outstanding Range – FCY - 300 ...................................................................................................... 29
5.9
Indemenity Letter in Sea Import Job ............................................................................................................... 30
5.10
Sales Register – 9039 ................................................................................................................................. 31
5.11
Subjobwise Event Tracking Details – 7566 ................................................................................................... 32
5.12
New Customer Created List – 10005 ............................................................................................................ 32
5.13
CDR/SG Details (Created Date) - 20130916 ................................................................................................. 32
5.14
Profit and Loss Report Upto GL Account-1032 & Profit and Loss Report Upto Transactions-1033 ..................... 33
5.15
Output format has been added to HBL crystal report .................................................................................... 33
5.16
Sales Report Enquiry - 3704 ........................................................................................................................ 34
5.17
Lead Source wise Booking Details- 9043 ...................................................................................................... 34
6.
Masters ........................................................................................................................................................... 34
6.1
Existing records of a customer can be enquired ............................................................................................... 34
6.2
Customer Ageing Analysis based on Segment Group Master. ............................................................................ 35
6.3
SVT amount is displayed based on Segment Group Master ............................................................................... 36
6.4
New screen – Shiprite Accessories Master ........................................................................................................ 36
7.
General ........................................................................................................................................................... 37
7.1
Clipit changes in attaching any Job related Documents ..................................................................................... 37
7.2
eHelp FAQ has been added for main screen .................................................................................................... 40
7.3
Menu Grouping has been provided for easy access of screens .......................................................................... 41
Last Modified Date:08/01/2014
Page 3 of 44
Version Release
Created Date:05/12/2013
Version: 3.1.3
7.4
Listing of Export/Import Bookings & Jobs -now in single click away ................................................................... 41
7.5
Contract Management –Managing the Rates .................................................................................................... 42
8.
8.1
eSales ............................................................................................................................................................. 44
Block level search has been provided .............................................................................................................. 44
Last Modified Date:08/01/2014
Page 4 of 44
Version Release
Created Date:05/12/2013
Version: 3.1.3
1. eAir
1.1
Mail Subject of Flight Booking can be customized
Mail Subject of the Flight Booking details will be based on default_code 'LOADING_CONFIRMATION_SUBJECT' in
Air Export Job while updating the ATD date.
Last Modified Date:08/01/2014
Page 5 of 44
Version Release
Created Date:05/12/2013
Version: 3.1.3
1.2
New dashboard screen - Air Import Documentation has been created
A new dashboard screen ‘Air Import Documentation’ has been created to view the different categories of Air
Import Job .
1.3
Draft MAWB can be printed in desired Stationary type
Added 'Stationary Type' column with list values ( Plain A4 sheet, Pre-printed sheet ) in intermediate screen of
eAirAir Export Job, while releasing the Draft MAWB. If ‘Pre-printed Sheet’ option is selected then system will
print the Original MAWB with Draft as background.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
1.4
MAWB Stocks can be sorted by serial numbers
The MAWB stocks can be ordered by Serial No. column in MAWB Stock Generation screen based on the
default code ORDER_BY_FOR_MAWB_STOCK_GEN value updated in the Configuration Master.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
1.5
Pricing Details based on Port Pairs for Air Shipments
Created new screen Pricing - Air to enter the pricing details based on port pairs for Air shipments.
Last Modified Date:08/01/2014
Page 8 of 44
Version Release
Created Date:05/12/2013
Version: 3.1.3
When creating quotation from Enquiry Log screen,for Air segment, if pricing details are available for the port pair
then those charges will be fetched in the Spot Quote – Air screen provided the quotation is created between valid
from & to dates. If a customer has charge details for more than one agent or carrier then an intermediate screen
will appear to select the relevant agent or carrier. Similarly an intermediate window will appear to select the slabs
as shown below:
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
2. eOcean
2.1
Consignee details in HBL report based on default code
In HBL report intermediate window of Sea Export Job screen,Notify column will display as ‘Same as Consignee’
based on the default code PRINT_SAME_AS_CONSIGNEE_BL equals to Y in default master.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
2.2
Invoice checking in DO Release is done based on a flag
In eOcean-->Sea Import Job screen, if the Customs Released by Us field is selected as yes then invoice will
not be checked while releasing the Delivery Order.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
2.3

EDI for Pakistan location can be generated
Provided an option to generate EDI for Pakistan location based on their Customs format in eOceanSea Import
Job screen under right click EDI menu.It will be visible based on the Country configuration code.
2.4
FCL &LCL follow-ups can be monitored
New screens FCL Followup Monitor and LCL Followup Monitor have been added to monitor the pending follow ups in FCL
and LCL jobs respectively. In FCL followup monitor screens, the jobs are retrieved based on the master level details
queried i.e., if the carrier name is queried, then the job with that carrier will be displayed.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
2.5
Pricing Details based on Port Pairs for LCL Shipments
New screen Pricing – LCL has been created to enter the pricing details based on port pairs for LCL shipments.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
2.6
Import jobs can be modified using manifest corrector
Option for modifying Import job details has been provided in HBL Manifest Corrector screen in eOcean
module.
3. eFinance
3.1
Document wise party details can be retrieved in Subjob Cost sheet
Document wise party details can be viewed in Sub job Cost Sheet based on the code
'ENABLE_JOB_SHEET_YN' in Configuration master.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
3.2
Job sign-off can be done in Service Job screen
Signoff button is added in Service Job button which navigates to SignOff screen where the job can be closed.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
3.3
Unposted vouchers can be easily viewed
A new screen ‘Unposted Voucher’ has been created to view the unposted financial documents like CRJ, JV,
Payment Voucher, Receipt Voucher, Payment-Overseas and Receipt-Overseas.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
3.4
VAT calculation has been enabled in Invoice & CRN screens
In Germany location, VAT calculations has been modified based on the default master code
VAT_CALCULATION_CHARGE_WISE
Only when this code is set as 'Yes', the following VAT calculation occurs:
Masters-->eFinance-->VAT Master
In the VAT master screen, VAT code,VAT charge and VAT reverse charge code values are maintained. VAT percentage for
the charge codes are also maintained in this screen.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
VAT Calculation in Creditor Journal (CRJ) screen:
When VAT calculation happens in creditor journal screen, the system passes two entries with normal VAT(Dr-Debit) and
reverse VAT (CR-Credit).
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
In the case when Reverse VAT is set as 'No' then the system passes a single entry for the respective VAT code which
indicates no reverse entry.
VAT Calculation in Invoice for Trade screen:
In Invoice for Trade screen, there is no double entry passed during VAT calculation i.e., no reverse VAT is calculated.
VAT Calculation in Credit note for Trade- Revenue screen:
In the CRN (credit note for trade-revenue) screen, the invoice charges will be retrieved excluding the VAT charges. Once
the credit note is saved, the VAT charges will be calculated & saved. In case of partial reversal of invoice, the VAT
charges applicable for that partial amount will be calculated and saved in credit note for trade-revenue screen. The VAT
code selected in the Invoice for Trade cannot be changed in Credit Note for trade –Revenue screen.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
3.5
Uncleared cheques can be cleared easily!
A check box has been added in ‘Cheque Clearance’ screen. The Cheque clearance screen is used to update the
cheque cleared date for the issued cheques. Uncleared cheques can be cleared by marking the check box and the
clearance date will be assigned in the Check Clr Date field. Once cleared, the documents will be sent to Bank
Reconciliation screen.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
3.6
Invoice automail has been enabled for Cash customers
Currently, Invoice Auto mails are triggered to Credit customers only, this feature has been extended for Cash customers
also based on the default code INVOICE_MAIL_TO_CASH_CUSTOMER in Default Master.
3.7
New option has been provided for Invoice Cancellation
A new button has been added in Invoice for Trade screen to cancel the invoice which navigates to Credit Note for
Revenue screen. It will be visible based on the Country Configuration Master.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
3.8
Automail Triggered Status can be viewed in Invoice screen
A new field Automail Status field has been added in Invoice for Trade screen to trigger the Invoice Automail. The
automail default status will be based on the Invoice To eMail field in Salesman tab page in Customer Master screen for
that particular customer.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
3.9
WIP Automation for Accurate Job Closure
WIP – Automation process specifically used to generate the job accounting details during the month end analysis to
perform accurate job closure. This WIP – Automation also helps the accounting people to analyze provisional vs. actual
revenue as well as provisional vs. actual cost and work on them accordingly. The WIP Automation process helps to
accomplish the accurate revenue and cost for a particular job. The WIP Automation screen is available under eFinance
module.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
4. eCRM
4.1
CC mail ids for ESI submission automail can be updated
In eCRM-->LCL Export Booking screen, when the ESI (Electronic shipping instruction) is submitted by customer
in web an automail will be triggered to customer copying the booking person.
Now, provided an option to update the CC mail ids under the default code ESI_SUBMISSION_COPY_EMAIL in
the Default Master.
4.2
Revenue charges are retrieved based on Valid dates
Valid From Date and Valid To Date fields are added in Default Charge Revenue screen. Based on this Valid From
& To Dates, the revenue charges will be retrieved in the booking, job, invoice screens, etc.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
4.3
Charges applicable for multiple segments are retrieved in Advance
Quotation
If multiple segments are available in the Enquiry Log screen, then system will fetch charges for all segments in
the eCRM--> Advance Quotation screen in their respective tab pages. LCL charges will be retrieved in LCL tab
page, Air charges will be retrieved in Air tab page, etc. The charges are fetched from corresponding Pricing
screens.
4.4
Consignee/Shipper details cannot be updated for specific customers
mentioned under entity codes
In Import Booking Screens,Consignee/Notify/Shipper fields are not allowed to be updated for the Customer
details whose code is updated in the Configuration master under the code UNDEFINED_ENTITY_CODES.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
5. New Reports & Admin Scripts
5.1
Exchange rate differences (based on document date) – 9873
New admin script ‘Exchange rate differences (based on document date)’ has been added to display the
exchange rate differences document date wise.
5.2
Exchange rate differences (based on adjustment date) – 9866
New admin script ‘Exchange rate differences (based on document adjustment date)’ has been added to
display the exchange rate differences adjustment date wise.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
5.3
Subjobcost Sheet with Provisional document datewise – 103200
This will show the subjob wise actual revenue/cost, provision revenue/cost booked. Date will be filtered based on
document date.
5.4
EP Copy Status - 10030
This new admin script is added to track the EP copy received/dispatched date. The admin script will be generated
based on job date.
5.5
Job Note Details – 7233
Followup note entered in the job screens will get displayed in this admin script. We can track pending followups using
followup completed flag.
5.6
Sea Import NOC Check List - 9032
This new admin script has been added to track Import jobs (Import jobs for which Payment request created/Manifest sent
to CFS created). FCL Import jobs will be displayed for which DO is released. LCL Import jobs will be displayed for which
unloading date entered.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
5.7
Shipping Order – Console Report
New report Shipping Order – Console has been added in eOceanSea Export LCL Job Generation screen.
This new report provides the details of number of shipments consolidated, consolidated weight and volume of the
shipments.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
5.8
Subledger Outstanding Range – FCY - 300
This admin script fetches the currency wise subledgerwise outstanding amount (both currency and local balance) when
the ‘From Account Code’ and ‘To Account Code’ parameters.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
5.9
Indemenity Letter in Sea Import Job
A new report Indemenity Letter has been added under HBL Reports in Sea Import Job. It will be visible based on the
Country configuration code.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
5.10 Sales Register – 9039
The ‘Sales Register’ admin script is created to identify the payables. Documents like CRJ,CRJREV(CRJ
Reversal),PMT,PMTREV(Payment Reversal) will be displayed with charge breakup given.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
5.11 Subjobwise Event Tracking Details – 7566
This admin script displays the events recorded in the ‘Event’ tab page in Booking/Job screens.
5.12 New Customer Created List – 10005
A new admin script New Customer Created List – 10005 has been created to view the list of customer
name/address/salesman where customer code is created within given date parameters.
5.13 CDR/SG Details (Created Date) - 20130916
This new admin script displays the Provision cost booked for the job which will be grouped by bill of entry/charge.
Balance provision will also be displayed by comparing the actual cost booked for the relevant charge code.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
5.14 Profit and Loss Report Upto GL Account-1032 & Profit and Loss Report Upto
Transactions-1033
‘Profit and Loss Report upto GL Account’ admin script displays profit and loss amount by GL account and
schedule mapping.
‘Profit and Loss Report upto Transactions’ admin script displays profit and loss amount by transaction details
with the document number (document wise).
5.15 Output format has been added to HBL crystal report
New parameter Output format has been added to select the format of HBL crystal report.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
5.16 Sales Report Enquiry - 3704
New admin script Sales Report Enquiry - 3704 has been created to display sales enquiry generated. From this we
can also identify whether quotation is generated or not.
5.17 Lead Source wise Booking Details- 9043
New admin script Lead Source wise Booking Details- 9043 has been created to display the booking details
based on the lead source value in HBL/HAWB tab page in Import booking screens.
6. Masters
6.1
Existing records of a customer can be enquired
Existing records can be queried based on the customer in the customer master using customer opportunity master
screen.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
6.2
Customer Ageing Analysis based on Segment Group Master.
Customer Ageing Analysis report will be generated for a customer for all account codes. If ageing analysis has to be done
for a specific account code, then that account code can be mapped under the code GRP_AGEING in the Masters-->
eFinance-->Segment Group Master.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
6.3
SVT amount is displayed based on Segment Group Master
Service Tax amount is displayed in Sales Register Input – 9039 admin script. If the service tax details have to be
displayed for a specific account code, then that account code can be mapped in MasterseFinanceSegment Group
Master under segment group code 9039_SVT.
6.4
New screen – Shiprite Accessories Master
A new screen Shiprite Accessories Master has been created to maintain the shiprite accessories in Masters-->
eAir module.The accessories will be used while retrieving trucking rates in Quotation screens. It is mostly used in US
location.
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
7. General
7.1
Clipit changes in attaching any Job related Documents
[email protected] document is to educate the users on how to attach any job related documents such as scanned
images, word documents, excel files, pdf or in any other format of saved document and send them by eMail to eFreight
Suite Booking and Job screens from your outlook inbox.
Process
The following steps have to be performed in order to send the required documents to the corresponding booking or job
screens.

Open the new mail window and provide the to address as [email protected]

User has to provide the required details in the subject. Subject for attaching the document in Job is shown in the
illustration. Provide reference, segment code, job number and subjob number in the following format
JOB: 05-13400500019-0 (Reference:segment-job number-subjob number).
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Version: 3.1.3

Attach the required documents and send the mail.

When the documents are attached an acknowledgement mail with the corresponding reference will be received.



Individual acknowledgement mails will be received for each attached document.
All the Reference details are provided below in a tabular column
Go to the corresponding Job screen  Links tab page and click Attach Document button to open the Document
Details screen.
The documents sent via [email protected] mail id will be automatically attached in the Document Details
screen.

Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3

Similarly user can attach the required documents for various reference in eFreight Suite. Following are list of
references
Reference
OBL:
HBL:
MWB:
HWB:
CTR:
JOB:
BKG:
GLT:
ASN
SO:
Reference Format
OBL:Ocean Bill of Lading Number
HBL:House Bill of Lading Number
MWB:Master Way Bill Number
HWB:House Way Bill Number
CTR:Container Number
JOB:Segment-Job Number-Subjob Number
BKG:Booking Number
GLT:DaybookCode-GLT Number
(Daybook can be of Invoice, Payment, Receipt etc.
and the corresponding number)
ASN:Advance Shipment Notice Number
SO:Shipment Order Number
Last Modified Date:08/01/2014
Sample
OBL: 9865756874
HBL: 400533002452
MWB: 7998958741
HWB: 400531000351
CTR: 400531000351
JOB:05-13400500019-0
BKG: 400533001913
GLT:6312-30140050001
ASN: ASN301000035
SO: SO301000001
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Version Release
Created Date:05/12/2013
Version: 3.1.3
7.2
eHelp FAQ has been added for main screen
Help menu has been added to access help FAQ for main screen.
Last Modified Date:08/01/2014
Page 40 of 44
Version Release
Created Date:05/12/2013
Version: 3.1.3
7.3
Menu Grouping has been provided for easy access of screens
Grouping of screens under common menu has been enabled for a better access of screens and their functionalities.
7.4
Listing of Export/Import Bookings & Jobs -now in single click away
Export & Import booking and job details can be retrieved and viewed. New booking and new job can be created
from these screens respectively.
eCRMLCL Export Booking List
Last Modified Date:08/01/2014
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Version Release
Created Date:05/12/2013
Version: 3.1.3
eOceanOcean Import-Full
7.5
Contract Management –Managing the Rates
Contract Management procedure with eFreight Suite helps to keep ocean, air and ground rates up to date. It facilitates the
users to understand and evaluate carrier contracts, apply the accurate surcharges and manage the rates and surcharge
variations. Shippers are safe to share most current data with business units and trading associates. Multi-modal contract
management in eFreight Suite helps all the ports and carriers to be up to date with the pricing. This also enables the
shippers to gain total buyer cost control.
The screens under the menu ‘Cost Price Management’ of eCRM module comes in contract management. Below are the
screens involved in ‘Contract Management’:

Contract Enquiry
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Version: 3.1.3

Contract Master-Ocean

Contract Master-Air Surcharge
Last Modified Date:08/01/2014
Page 43 of 44
Version Release
Created Date:05/12/2013
Version: 3.1.3

Cost –Standard FOBs
8. eSales
8.1
Block level search has been provided
Provided Block level Search - a quick search interface allowing for metadata searching of notifying Segment
Code, Port Names etc. in eSales-->Sales Budget screen.
Last Modified Date:08/01/2014
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