Version Release of efreight Suite 3.1.3

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Gervais Allison
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1 of efreight Suite 3.1.3

2 Table of Contents 1. eair Mail Subject of Flight Booking can be customized New dashboard screen - Air Import Documentation has been created Draft MAWB can be printed in desired Stationary type MAWB Stocks can be sorted by serial numbers Pricing Details based on Port Pairs for Air Shipments eocean Consignee details in HBL report based on default code Invoice checking in DO Release is done based on a flag EDI for Pakistan location can be generated FCL &LCL follow-ups can be monitored Pricing Details based on Port Pairs for LCL Shipments Import jobs can be modified using manifest corrector efinance Document wise party details can be retrieved in Subjob Cost sheet Job sign-off can be done in Service Job screen Unposted vouchers can be easily viewed VAT calculation has been enabled in Invoice & CRN screens Uncleared cheques can be cleared easily! Invoice automail has been enabled for Cash customers New option has been provided for Invoice Cancellation Automail Triggered Status can be viewed in Invoice screen WIP Automation for Accurate Job Closure ecrm CC mail ids for ESI submission automail can be updated Revenue charges are retrieved based on Valid dates Charges applicable for multiple segments are retrieved in Advance Quotation Last Modified Date:08/01/2014 Page 2 of 44

3 4.4 Consignee/Shipper details cannot be updated for specific customers mentioned under entity codes New Reports & Admin Scripts Exchange rate differences (based on document date) Exchange rate differences (based on adjustment date) Subjobcost Sheet with Provisional document datewise EP Copy Status Job Note Details Sea Import NOC Check List Shipping Order Console Report Subledger Outstanding Range FCY Indemenity Letter in Sea Import Job Sales Register Subjobwise Event Tracking Details New Customer Created List CDR/SG Details (Created Date) Profit and Loss Report Upto GL Account-1032 & Profit and Loss Report Upto Transactions Output format has been added to HBL crystal report Sales Report Enquiry Lead Source wise Booking Details Masters Existing records of a customer can be enquired Customer Ageing Analysis based on Segment Group Master SVT amount is displayed based on Segment Group Master New screen Shiprite Accessories Master General Clipit changes in attaching any Job related Documents ehelp FAQ has been added for main screen Menu Grouping has been provided for easy access of screens Last Modified Date:08/01/2014 Page 3 of 44

4 7.4 Listing of Export/Import Bookings & Jobs -now in single click away Contract Management Managing the Rates esales Block level search has been provided Last Modified Date:08/01/2014 Page 4 of 44

5 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

3 Draft MAWB can be printed in desired Stationary type Added 'Stationary Type' column with list values ( Plain A4 sheet, Pre-printed sheet

6 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 Page 6 of 44

7 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 Page 7 of 44

8 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

If a customer has charge details for more than one agent or carrier then an intermediate screen will appear to select the

9 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 Page 9 of 44

intermediate window of Sea Export Job screen,notify column will display as

10 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 Page 10 of 44

11 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 Page 11 of 44

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

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

12 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 Page 12 of 44

13 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 Page 13 of 44

1 Document wise party details can be retrieved in Subjob Cost sheet Document wise party details can be

14 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 Page 14 of 44

15 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 Page 15 of 44

like CRJ, JV, Payment Voucher, Receipt Voucher, Payment-Overseas

16 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 Page 16 of 44

occurs: Masters-->eFinance-->VAT Master In the VAT master screen, VAT code,vat charge and VAT reverse charge code values are

17 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 Page 17 of 44

passes two entries with normal VAT(Dr-Debit) and reverse

18 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 Page 18 of 44

19 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 Page 19 of 44

Uncleared cheques can be cleared by marking the check box and the clearance date will be assigned in the

20 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 Page 20 of 44

3.6 Invoice automail has been enabled for Cash customers Currently, Invoice Auto mails are

based on the default code INVOICE_MAIL_TO_CASH_CUSTOMER in Default Master. 3.

Invoice for Trade screen to cancel the invoice which navigates to Credit Note for Revenue

21 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 Page 21 of 44

The automail default status will be based on the Invoice To email field in Salesman tab

22 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 field in Salesman tab page in Customer Master screen for that particular customer. Last Modified Date:08/01/2014 Page 22 of 44

actual revenue as well as provisional vs. actual cost and work on them accordingly.

23 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 Page 23 of 44

web an automail will be triggered to customer copying the booking person.

24 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_ 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 Page 24 of 44

4.3 Charges applicable for multiple segments are retrieved in Advance Quotation Version Release If multiple segments are available in the Enquiry Log screen, then system will fetch charges for

The charges are fetched from corresponding Pricing screens. 4.

25 4.3 Charges applicable for multiple segments are retrieved in Advance Quotation Version Release 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 Page 25 of 44

Exchange rate differences (based on document date) has been added to display the

2 Exchange rate differences (based on adjustment date) 9866 New admin script

26 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 Page 26 of 44

5.3 Subjobcost Sheet with Provisional document datewise 103200 Version Release This will show the subjob wise actual revenue/cost, provision revenue/cost booked.

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.

27 5.3 Subjobcost Sheet with Provisional document datewise Version Release 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 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 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 Page 27 of 44

This new report provides the details of number of shipments consolidated,

28 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 Page 28 of 44

5.8 Subledger Outstanding Range FCY - 300 This admin script fetches the currency wise subledgerwise outstanding amount (both

29 5.8 Subledger Outstanding Range FCY 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 Page 29 of 44

30 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 Page 30 of 44

31 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 Page 31 of 44

5.11 Subjobwise Event Tracking Details 7566 This admin script displays the events recorded in the Event tab

12 New Customer Created List 10005 A new admin script New Customer Created List 10005 has been created to view

13 CDR/SG Details (Created Date) - 20130916 This new admin script displays the Provision cost booked for the

32 5.11 Subjobwise Event Tracking Details 7566 This admin script displays the events recorded in the Event tab page in Booking/Job screens New Customer Created List A new admin script New Customer Created List has been created to view the list of customer name/address/salesman where customer code is created within given date parameters CDR/SG Details (Created Date) 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 Page 32 of 44

5.14 Profit and Loss Report Upto GL Account-1032 & Profit and Loss Report Upto

loss amount by GL account and schedule mapping.

transaction details with the document number (document wise). 5.

33 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) 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 Page 33 of 44

5.16 Sales Report Enquiry - 3704 New admin script Sales Report Enquiry - 3704 has been created to display

17 Lead Source wise Booking Details- 9043 New admin script Lead Source wise Booking Details- 9043 has been

34 5.16 Sales Report Enquiry New admin script Sales Report Enquiry has been created to display sales enquiry generated. From this we can also identify whether quotation is generated or not Lead Source wise Booking Details New admin script Lead Source wise Booking Details 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 Page 34 of 44

If ageing analysis has to be done for a specific account code, then that account code can

35 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 Page 35 of 44

36 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 Page 36 of 44

37 7. General 7.1 Clipit changes in attaching any Job related Documents 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 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 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: (Reference:segment-job number-subjob number). Last Modified Date:08/01/2014 Page 37 of 44

38 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 clipit@efreightsuite.com mail id will be automatically attached in the Document Details screen. Last Modified Date:08/01/2014 Page 38 of 44

Bill Number MWB: 7998958741 HWB: HWB:House Way Bill Number HWB: 400531000351 CTR: CTR:Container Number CTR: 400531000351 JOB: JOB:Segment-Job Number-Subjob Number JOB:05-13400500019-0 BKG:

39 Similarly user can attach the required documents for various reference in efreight Suite. Following are list of references Reference Reference Format Sample OBL: OBL:Ocean Bill of Lading Number OBL: HBL: HBL:House Bill of Lading Number HBL: MWB: MWB:Master Way Bill Number MWB: HWB: HWB:House Way Bill Number HWB: CTR: CTR:Container Number CTR: JOB: JOB:Segment-Job Number-Subjob Number JOB: BKG: BKG:Booking Number BKG: GLT: GLT:DaybookCode-GLT Number (Daybook can be of Invoice, Payment, Receipt etc. and the corresponding number) GLT: ASN ASN:Advance Shipment Notice Number ASN: ASN SO: SO:Shipment Order Number SO: SO Last Modified Date:08/01/2014 Page 39 of 44

40 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

4 Listing of Export/Import Bookings & Jobs -now in single click away Export & Import booking and job details can be

41 7.3 Menu Grouping has been provided for easy access of screens Version Release 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 Page 41 of 44

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.

Shippers are safe to share most current data with business units and trading associates.

42 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 Last Modified Date:08/01/2014 Page 42 of 44

43 Contract Master-Ocean Contract Master-Air Surcharge Last Modified Date:08/01/2014 Page 43 of 44

a quick search interface allowing for metadata searching of

44 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 Page 44 of 44

Welcome to the course on the working process across branch companies.

Welcome to the course on the working process across branch companies. In this course we will review the major work processes across branch companies. We will start with the intercompany trade process.