Release Note (OPUS Logistics v4)

Transcription

1 Release Note ( v4) (V 4.4.2) Security General, Restricted, Top

2 Approval Approved By Author (Won-Kun JUNG) Solution Owner (Hee-Dong NA) Date 13.March March.2017 Signature Won-Kun JUNG Chris Na Approval History Version Date Description Author MAR Apr.2017 Initial Draft English version updated Won-Kun Min-Joo 2 / 21

3 TABLE OF CONTENTS List of Table 1. Introduction Release Overview Release Items Release Item Summary New Features / 21

4 1. Introduction This document provides an overview of the added features and release status for OPUS Logistics. 1.1 Release Overview Release Information Description Product Name (Forwarding) Release Date V4.4.2 ( ) [Table 1] Release Overview 4 / 21

5 2. Release Items 2.1 Release Item Summary Release Information Plan & Operation Description 51 Modifications and s (), Bug Patch (v4.4.2) [Table 2] Release Item Summary 2.2 New Features Forwarding # Description Added India D/O Form [India Operation Only] Delivery Order [Report] India Delivery Order Form has been prepared for the India Customer. - D/O Form development (Rider Inclusive: Depending on Mark, Description Length, display Rider page) - OEH B/L- User Defined Field s IGM (Import General Manifest) Code is shown with IGM Value on the form. - D/O Popup - Trucking Company, Remark, Instruction are shown on the form <Feature> Delivery Order Form 5 / 21

6 Modified Trade Partner - Contact Point s Name, Pickup/Delivery Order Contact Name fields to support CJK (Chinese/Japanese/Korean) language 1321 Trade Partner Entry, Pickup/Delivery Order Entry, WH Pickup Order Contact Point s Name item has been modified to support CJK (Chinese/Japanese/Korean) language input - Trade Partner Contact Name: CJK (Chinese/Japanese/Korean) language input allowed Modified Office Code - Report Type item to Internal purpose [System Admin Use] Office Code Office Code Screen s Report Type item has been moved to Office Report tab. Default Code Assignment - Report Type : A4 EN (for default) Cltmaster user can define the Report type and report information <Feature> Office Report Tab Modified data integration logic for OEH B/L Entry Screen for Booking number assignment OEH B/L Entry 1266 OEH B/L Entry Screen has been modified to support same logic between Booking number assignment and Customer Booking s B/L Create. - Container Information is interfaced from MB/L s (not from Customer Booking s) Modified data integration logic for OEH B/L Entry Screen for LCL cargo when Filing is assigned OEH B/L Entry 1264 OEH B/L Entry Screen has been modified to keep the item information of the Customer Booking s. - Customer Booking: During HB/L Creation, Measurement/Package/Weight are kept with Customers Booking s - During Filing Number assignment on OEH Entry screen, if Booking No is exist, then its Measurement/Package/Weight are kept with Customer Booking s Modified HB/L print option to support COMPANY NAME designated, saved and DOCUMENT PACKAGE 1247 displayed OEH B/L ENTRY, OEH B/L LIST, DOCUMENT PACKAGE (MB/L, HB/L) 6 / 21

7 OEH B/L ENTRY Print popup has been modified to save the company name under Bill of Lading label - OEH B/L Entry keeps Print popup s company name - OEH B/L List keeps Print popup s company name - MB/L, HB/L s DOCUMENT PACKAGE shows saved company name for B/L s header Added Tracking button on House AWB List 1246 AEH AWB LIST, AIH AWB LIST Tracking button has been added on AEH AWB LIST, AIH AWB LIST screen to support Track-Trace of AWB - Same pattern applied with Ocean B/L s Added Freight Copy Option on CARRIER BOOKING, CUSTOMER BOOKING for copying booking CARRIER BOOKING ENTRY, CUSTOMER BOOKING ENTRY, BOOKING LIST Booking Copy option popup has been added for copying of CARRIER BOOKING or CUSTOMER BOOKING - When Clicking COPY button, FREIGHT COPY option(all, A/R, A/P, D/C) displayed on each entry screen <Feature> Copy Option- Booking Entry Screen Added Carrier search filter on OEH B/L List, Added Container Summary item on OEH B/L, OEM B/L LIST OEH B/L LIST, OEM B/L LIST 1230 Carrier search filter and Container Summary item has been added on Ocean Export screen. - OEH B/L LIST Added Carrier Search Filter - OEH B/L LIST, OEM B/L LIST Added Container Summary on the list Modified AWB Document to display Other Charge name with Name (Local Name) of Freight Code House AWB [Report] 1107 House AWB Document has been modified to display the Name (Local Name) which has been defined on the freight tab of HAWB. - Local Name editable on Freight tab are displayed on the House AWB Document 7 / 21

8 Modified search pattern to improve the search performance of List screen List (Common) 1061 Filing No., B/L No. search pattern has been modified not to provide middle word search result This is for preventing low query performance. - To search middle located word, use % character ahead of keyword <Guide> v4.4.1 Major Changes Modified Booking Confirmation Popup to support CJK (Chinese/Japanese/Korean) 1055 OEH B/L Entry/List - Booking Confirmation Popup Booking Confirmation Popup has been modified to support CJK (Chinese/Japanese/Korean) language input on the Remark item. Modified OE Schedule Update to integrate Vessel Schedule with Onboard date 1042 OE Schedule Update OE Schedule Update has been modified to sync the Onboard date with POL s ETD on the B/L. Added Container No. option on TRACK-TRACE function OEM B/L List, OEH B/L List, OIM B/L List, AIH B/L List, AEM AWB List, AEH AWB List, AIM AWB List, AIH AWB List Tracking function has been modified to support to trace the cargo movement with Container No. - Divided the tracking screen with MB/L no., Container No. option and the result Added B/L No. [ ] Container No. [ v] Radio selection (Default is B/L No.(AWB)) - Container No. shows the container list of the MB/L - After selecting the container no., the result tab s result is updated with container no. selected. <Feature> Tracking Option 993 Enhanced copy function between A/R, A/P and D/C on B/L Freight tab 8 / 21

9 B/L Entry (OEM/OEH/OIM/OIH/AEM/AEH/AIM/AIH/OTHER) [To Agent], [To Local] Button has been added on Freight tab. ([To Agent] for A/R, A/P, [To Local] for D/C) When clicking the button, it s working similar logic with [Default New] button. 1) copy A/R item on D/C one by one - Assign Debit, Freight Code, Agent Code (Auto designation), Unit, TP/SZ, P/C, Rate Curr., Rate(Debit), Vol., Amount, Debit/Credit s Debit Amount using A/R s item information selected - Status - FREIGHT INPUT, B/L Check is unchecked - If the Billing Code is not on D/C Checked, it s not necessary to add item on the D/C. 2) copy A/P item on D/C one by one - Assign Credit, Freight Code, Agent Code (Auto designation), Unit, TP/SZ, P/C, Rate Curr, Rate(Credit), Vol., Amount, Debit/Credit s Credit Amount using A/P s item information selected - Status - FREIGHT INPUT, B/L Check is unchecked - If the Billing Code is not on D/C Checked, it s not necessary to add item on the D/C. 3) copy D/C item on A/R or A/P one by one using Debit/Credit option. - In case of Debit on D/C, copy the item to A/R, In case of Credit on D/C, copy the item to A/P one by one, - Freight Code, Bill to / Remit to (Auto designation), Unit, TP/SZ, P/C, Rate Curr, Rate, Vol., Amount, A/R or A/P Amount using D/C s item information selected - Status - FREIGHT INPUT, B/L Check is unchecked - If the Billing Code is not on A/R or A/P Checked, it s not necessary to add item on the A/R or A/P. <Label Modification> 1) A/R Header - Customer Code : change name to Bill to - Rate Curr : move item before Rate 2) A/P Header - Vendor Code : change name to Remit to - Rate Curr : move item before Rate 3) Debit/Credit Header - Debit/Credit : Revenue/Cost option to Debit/Credit - Agent Code: change name to Agent - Rate Curr : move item before Rate - Amount: move item next to Vol. (Rate x Vol.) <Feature> To Agent, To Local button on Freight Tab 9 / 21

10 Added Watermark (AWB Release Type) option on DEFAULT AWB Form AEH AWB B/L Entry/List Print [Popup] AEH AWB Entry s AWB has been modified, 1) AEH AWB B/L Entry/List -> Added Release Type on B/L Print Option screen 2) Sub Code: Added Air_Release_Type(None, Original, Non-Negotiable, Draft, Copy,Telex release) - Default : None 3) Release Type s watermark is displayed on center of AWB Default Form excepting None case. OEH B/L Entry/List s B/L has been modified, 473 1) Print Option: replaced Show B/L Type to Release Type 2) Sub Code: Ocean_Release_Type(None, Original, Non-Negotiable, Draft, Copy,Telex release, Seawaybill) - Default : None 3) Release Type s watermark is displayed on B/L (Keep radio option logic before) <Feature> Watermark Option for B/L 266 Enhanced Multi mail function on Arrival Notice, USDA Hold, Authority to Make Entry OIM, OIH, AIM, AIH - Arriva Notice, USDA Hold, Authority to Make Entry 10 / 21

11 Multi mail recipient designation function on OIH/AIH Arrival Notice, USDA, and Authority to Make Entry has been reviewed and modified to setup the recipient depending on the Trade Partner s contact setup - Modified the function to work same logic through OIM / AIM Arrival Notice - Modified the function to work same logic through USDA Hold, Authority to Make Entry Added ACE 화면 FORM 7525-V Form OEH ACE AES, AEH ACE AES Added FORM 7525-V Form - Added[Print] Button - ACE FORM 7525-V Form (to confirm SCHEDULE B, QUANTITY, SHIPPING WEIGHT) <Feature> Form V 114 Enhanced Shipping Advice Form to get more remark lines 46 Shipping Advice [Report] Additional Shipping Advice Form has been added, (Optional: contact C/S staff) - More lines on remark 11 / 21

12 - Label Term error fix - New design applied <Feature> New Shipping Advice Added additional item on OEM B/L Entry screen OEM B/L Entry 1426 OEM B/L Entry has been modified with new items - On Board Date for Direct B/L - B/L Pickup Date (Release [ ], Released by, Released Date ) - Also applied on List screen Added Port Cut-Off Date / Time on Customer Booking Entry Customer Booking Entry 1421 Customer Booking Entry screen has been modified to get Port Cut-Off Date information - Booking Confirmation Popup - Port Cut-Off Date is defined between (1) Carrier Booking Entry and (2) If Carrier Booking Entry- Customer Booking Entry Added customer item on Carrier Booking Carrier Booking Entry 1153 Carrier Booking Entry has been modified to get Customer information - Copy customer information from Customer Booking to Carrier Booking in case of Direct B/L - Pro forma Profit by Booking Report - Customer display (Replaced Shipper) 12 / 21

13 Accounting Added India Invoice Form [India Operation Only] AR Invoice Entry India Invoice Form Development (Service TAX) <Feature> India Invoice Form 1405 Added Issued Office item on DEPOSIT, PAYMENT ENTRY screen DEPOSIT ENTRY, PAYMENT ENTRY, G&A DEPOSIT ENTRY, G&A PAYMENT ENTRY, PAYROLL ENTRY Deposit, Payment Entry has been modified to get Issued Office information - DEPOSIT, PAYMENT ENTRY: added Issued Office Issued Office selection from combo box - Display Issued Office saved, Save the item after modification (depending on role assignment) <Feature> Issued Office Set Post Date to Clear Date on Deposit/Payment screen in case of auto clearing check option 1115 Deposit Entry, Payment Entry, G&A Deposit Entry, G&A Payment Entry, Payroll Entry 13 / 21

14 In case of auto clearing check option, Deposit Payment screen has been modified to save Post Date to Clear Date. - Deposit/Payment Entry: Auto clearing check option (Option: USE_CLEAR_VOID = Y) - Clear Date = Post Date during saving the deposit/payment (from Today AS-IS) Modified Yearly Comparison location on Financial Report (Current / Previous Year) Income Statement, Balance Sheet [Report] Financial Report has been modified to display same order for yearly comparison - Left side for base year, Right side for previous year (Balance Sheet Modification) The title has been unified to Current and Previous <Feature> Balance Sheet Form, Income Statement Form Added By Check No. option on Bank Book Balance Bank Book Balance Report Bank Book Balance Report has been modified to provide By Check No. option Display the option when Detail Bank Option is selected - By Check No.: Shows the result based on Check No. with sorting order <Feature> By Check No. Option on Bank Book Balance Report Modified Bank Book Balance Report to show Void with Check mark Bank Book Balance Report 524 Bank Book Balance Report has been modified to show Void item with Check mark. - BANK_BAL_VOID_DP_FLG = "Y" : Show Void Check data together with Clear Check - Void data is displayed based on Void date order [OPTION] BANK_BAL_VOID_DP_FLG: Y 14 / 21

15 Y: Show Void Check N: Do not show Void Check Adjusted Align of items on G&A Payment List 598 G&A Payment List Align the items on G&A Payment List - Void : Left edge align with Check No. s Added Late Billing Monitoring report Late Billing Monitoring 580 Late Billing Monitoring Report has been added on the performance report. Management can review the Late Billing B/L with the report. - Based on B/L s post date, display the B/L which has no A/R Invoice created or A/R Invoice create after post date comparing with B/L s post date. (A/R creation date vs. post date gap) - Display fields: Dept, Ofc, File#, MBL#, HBL#, ETD, ETA, Post date, A/R Creation date, GAP, A/R Inv#, Amount, Operator Modified function to send Detail report after cascading from Summary report 358 Aging Report, Local Statement, Agent Statement In case of summary to detail report, the function has been modified to send selected report instead of summary report. Added list s header function on Deposit Entry, Payment Entry and B/L s container to save modified column position PAYMENT, DEPOSIT ENTRY, G&A DEPOSIT ENTRY, G&A PAYMENT ENTRY, PAYROLL ENTRY, B/L ENTRY - CONTAINER TAB 334 Deposit Entry, Payment Entry, B/L Entry s Container Tab has been modified can save the modification of column position of list. - Tab key : Add New line function (maintained) - Define Header location with Drag/Drop, then save the modification with right mouse clicking menu. Modified Remark label to Memo on A/R, D/C screen. 320 A/R Invoice Entry, Debit/Credit Entry The remark on A/R Invoice, Debit/Credit Entry Screen has been modified to Memo 15 / 21

16 A/R : Memo(Sync with the report) DB/CR : Memo(Sync with the report) Added Japanese TAX REPORT [Japan Operation Only] JAPAN TAX REPORT 61 Japanese TAX REPORT has been added - NON-TAXABLE SUB: displayed by G/L Code for non VAT assigned Operational Invoice - TAXABLE SUB: displayed by G/L Code for VAT assigned Operational Invoice - GRAND TOTAL: displayed by G/L Code for all Modified G/L Code column size to 20 characters 1444 G/L Code The size of G/L Code has been modified to 20 characters - DB and Screen s Max Size updated Modified Bank Account screen, Refer to bank account setting during Deposit/Payment s Bank selection BANK ACCOUNT, DEPOSIT/PAYMENT ENTRY, ROLE MANAGEMENT 1439 Bank Account has been modified, - BANK ACCOUNT added Office item ( All, each Office name) - Deposit/Payment Bank can be selected All or own office s Account from Bank account setup Enhanced TP selection on G/L Code screen G/L Code, Journal Entry, Journal List 1436 G/L Code screen has been modified, - G/L Code s related party Combo box: Bank, Trade Partner, TP+User, User) - Journal Entry Screen: Added User item - Journal List Screen: Added User item, Name(Eng.) changed to Issued by Added service tax option for India Invoice Entry [India Operation Only] AR Invoice, AP Invoice, G&A AR Invoice, G&A AP Invoice, AR Invoice Report, Office Code, Billing Code 1098 India Service Tax has been applied, - OFFICE CODE s Accounting Tab: Added Tax Count - Invoice Entry Screen can get Tax item using Tax Count - [VAT Calc.] : Define new lines with Tax item assigned. 16 / 21

17 - Billing Code s Sort Order(2,3) can be used to define the order of TAX between second and third TAXitem <Feature> Office Code item <Feature> Billing Code s Multi TAX Common Added modification history function on Trade Partner Credit screen Trade Partner Credit Entry 23 Trade Partner Credit Entry has been modified to keep the date change history - Payment Type, Credit Term, Day, Credit Limit, Credit Approved Date: History Register target Modified Trade Partner Entry Log Book display pattern 546 Trade Partner Entry Trade Partner Entry has been modified to display Log book simultaneously. - Log Book: Display First row s Contents Modified Trade Partner Credit - Over Limit Condition Trade Partner Credit Entry 1353 Trade Partner Credit Validation Logic - Trade Partner Credit s Over Limit = Y : Exclude Under Credit or Exclude Credit Limit = 0 case - Trade Partner Credit s Over Limit = N : Under Credit or Credit Limit = 0 case Modified report s One Currency Option - Office Code s Accounting Decimal Point application 1299 Profit Report, Profit by HBL Accounting > Report > General Ledger Accounting > Report > Balance Sheet 17 / 21

18 Accounting > Report > Income Statement Performance > Report > Profit Report Performance > Report > Profit by Sales Report Performance > Report > Batch Profit Report Performance > Report > Volume/Profit Performance > Report > Volume/Profit by Month Report s one currency option has been modified to display the size of exchange rate following option value on Office Code Accounting decimal point. - Office Code Screen s Accounting Tab, Accounting Decimal Point s Ex.Rate: Define One Currency s Ex.Rate decimal point <Feature> Office Code Screen - Accounting Decimal Point Automated cache refresh function during New release or Patch application Common Automated Cache Refresh has been applied - Version No.: can be used to check if the file has been updated - Login Cache Notice: kept to notice the release or the patch Version Value : CLT_JS_VER Added new items on Option Management [System Admin Use] Option Management Additional Option Management s Server Configuration List SYS_OFC_CD: SYSTEM OFFICE - LOC_CD_TYPE: Location Type (Report setup) - BEG_YYYYMM: Accounting Beginning Date (Report baseline) - YEAR_CLS_MM: Year Clear Month (Year End Settlement baseline) <Feature> Option Management - Server Configuration List items 18 / 21

19 Added Short cut keys Guide and On-line Manual Common Short cut keys Guide and On-line Manual have been updated. - Short cut keys Guide: Layered design - On-line Manual Site [Option] ONLINE_MANUAL_URL : <Feature> Short Cut Keys Guide Added Save & Close button for Entry screen Ocean Export > Master B/L > OEM B/L Entry Ocean Export > Master B/L > OEM Pickup/Delivery Order Ocean Export > House B/L > OEH B/L Entry Ocean Export > House B/L > OEH Pickup/Delivery Order Ocean Import > Master B/L > OIM B/L Entry Ocean Import > Master B/L > OIM Pickup/Delivery Order Ocean Import > House B/L > OIH B/L Entry Ocean Import > House B/L > OIH Pickup/Delivery Order Air Export > Master AWB > AEM AWB Entry 19 / 21

20 Air Export > Master AWB > AEM Pickup/Delivery Order Air Export > House AWB > AEH AWB Entry Air Export > House AWB > AEH Pickup/Delivery Order Air Import > Master AWB > AIM AWB Entry Air Import > Master AWB > AIM Pickup/Delivery Order Air Import > House AWB > AIH AWB Entry Air Import > House AWB > AIH Pickup/Delivery Order Ocean Export > Master B/L > Carrier Booking Entry Ocean Export > House B/L > Customer Booking Entry Support > Item & Purchase Order > P.O. Entry Other Operation > MISC > MISC. Operation Entry Other Operation > MISC > Pickup/Delivery Order Accounting > AR/AP > A/R Entry Accounting > AR/AP > A/P Entry(Cost) Accounting > AR/AP > D/C Note Entry Accounting > AR/AP > A/R Entry(G&A) Accounting > AR/AP > A/P Entry(G&A) Accounting > Bank > Deposit Accounting > Bank > Deposit Lv2 Accounting > Bank > Payment Accounting > Bank > Payment Lv2 Accounting > Bank > Payment Lv3 Save & Close button [Save/X] has been applied on the entry screen. - Optional for current customer (Setup from Role/Button Management) Enhanced Hint option on Help Center 380 Common Help Tool has been improved to give hint based on the screen name - Keyword suggestion can be defined on Program Management s description. Modified Office Code Office Report tab 1540 Office Code - mrd search option: Added % pattern, Enter key pattern - Office Code popup: Displayed office code immediately 20 / 21

21 Unification of Button Name Delivery Order -> D/O PQC W/O -> Work Order Rel. Order -> Release Order DB/CR -> D/C Send ACE -> Send Unification of Measurement Unit and Label Pattern PQC Label Name: Capitalized First character, by/at lower case Unit of Weight : KG, LB Abbreviation of Number: No. Date field: Added Calendar popup [Table 3] Release Feature 21 / 21