Supply Chain Tracking

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1 Supply Chain Tracking User Manual Version 2.0 Ananda Kumary 2/10/2016 This document defines the user manual for Supply Chain Tracking portal, which enables system based acceptance/rejection of Purchase order by vendor, tracking of PO at every stage of consignment from PO dispatch and receipt at Rig, providing reports to various stakeholders on PO status and triggering workflow mail at every stage to required stakeholders.

2 Contents 1. Login User Group master Add new user group To remove user group To edit user group Rig master To add new rig details Delete rig Edit rig Filter / Sort Option Change history Base Location master Add Base Location Delete Base Location Edit Base Location Filter / Sort Base Location Change history Billing Component Mail Content Delivery term mapping Add Users to user group Assign Base Location for User To Assign Rig Access To Assign Default location access To Assign Page level permission access and setting home page PO Dispatch To change Delivery date before dispatching PO PO Type and Dispatch option To view PO details To Download PO as PDF Search Resend Rejected / Request for Amendment PO to vendor To view PO dispatched list: Rig-wise filter Toggle table columns To Download PO list PO Acceptance PO Acceptance through portal To Upload Proforma To update material readiness To Update delay date Reject PO To Request for amendment... 36

3 13. Advance Payment Update Pay-by-date Update Priority for the payment request Update payment details To move multiple payment requests to InProgress status: To View in progress payment request View payment history Freight Forwarder Assignment View assigned FF for LOTs To hold the delivery or material receipt Material receipt by Freight Forwarders Update Lot status Workorder Create Workorder Delete Workorder Update shipping details By Freight Forwarder By Logistic Pre-cut approval Update Dispatch Assign CHA Update Custom clearance details View clearance detail Update Landing details Update Invoice detail Update Short Receipt Internal Transfer PO By Logistics By Base Location user BLC On hand Report Material Readiness by BLC Base Location Manifest Manifest Creation To Rig Third Party Manifest Manifest view Rig Manifest Manifest Creation To Base Location Third Party Manifest Manifest View Manifest Download... 79

4 1. Login 1. Type in browser. Enter credential (same user id and password used to login ASPM). (a) Login page 2. Based on access defined in ASPM application, user is directed to Supply chain portal. For e.g. If only ASPM access is defined in ASPM system, after successful login, user is taken to ASPM APP. If only Supply chain access is defined then user is taken to new application - Supply Chain Tracking App. If user is given both application access, he is prompted to choose which application to login as shown below: (b) Login option

5 2. User Group master At present application contains 10 user groups as shown below

6 (a) User group list 2.1 Add new user group 1. Login with appropriate credential 2. Go to Master->User group 3. Select + Add Group icon as show in figure (b) (b) User group master 4. Update group details in the popup as shown in figure (c), click save button and changes will be updated to the system. 5. Click Cancel button to reject the changes. 2.2 To remove user group (c) Add New User Group popup 1. Login to SCT app with appropriate credential. 2. Go to Master -> User group 3. Select icon as shown in figure (d), on confirming the alert pop up shown in figure (e), selected group will be deleted from the system.

7 (d) Remove User group (e) Remove User group popup 2.3 To edit user group 1. Login into SCT app with appropriate credential. 2. Go to Master -> User group menu. 3. Select icon as shown in figure (f), update the changes and click SAVE to update the changes into the system. (f) Edit User group (g) User group Edit Pop up 4. To Filter or Sort the group, select icon as shown in figure (h),which is present on each field header, and enter the text and select Filter to filter.

8 (h) Filter option 5. To view the change history, select View History icon as shown in figure (i), a pop up appears showing the history details as shown in figure (j) (i) View history (j) View history pop up 3. Rig master 1. Login into SCT application with appropriate credential.

9 2. Go to Master -> Rig Details. Available rig details will be displayed as shown in fig (a) (a) Rig Master 3.1 To add new rig details 1. select+ Add Rig and enter the rig detail in the popup as shown below 2. Click Save button to update the changes. (b) Rig Add screen 3.2 Delete rig 1. Select icon, on confirming to the alert pop up, selected group will be deleted from the system.

10 (c) Delete popup 3.3 Edit rig 1. To edit existing rig, select icon, and enter the changes and select SAVE to update the changes into the system. 3.4 Filter / Sort Option (d) Edit popup 1. To Filter or Sort the rig, select present on each field header, and enter the text and select Filter to filter. 3.5 Change history (e) Filter option 1. To view the change history, select + View History icon, a pop up will appear showing the history details

11 (f) Change history 4. Base Location master 1. Login with appropriate credential. 2. Go to Master -> Base Location

12 (a) Base Location master 4.1 Add Base Location 1. Select + Location details and enter the new location details in the popup as shown below. 2. Click SAVE button to save the details. (b) Add screen 4.2 Delete Base Location 1. Select icon, on confirming to the alert pop up Base Location will be deleted from the system.

13 (c) Delete screen 4.3 Edit Base Location 1. Select icon, and enter the changes. (d) Edit screen 2. Click Save button and changes will be updated to the system. 4.4 Filter / Sort Base Location 1. To filter or sort the Base Location, select icon present on column header, and enter the text and select Filter to filter by column values. (e) Base Location filter option

14 4.5 Change history 1. To view the change history, select View History icon, a pop up will appear showing the history details (f) Base Location change history 5. Billing Component 1. Login with appropriate credential. 2. Go to Master -> Billing Component

15 (a) Billing Component maser 3. To add new Billing Component, select+ Add Billing, enter the new billing details in the popup as shown below and click SAVE button to save the data. (b) Add billing component 4. To delete exiting Billing Component, select icon on confirming to the alert pop up, Billing Component will be deleted from the system. (c) Delete billing component 5. To edit existing Billing Component, select icon, and enter the changes and select SAVE button to update the changes into the system. (d) Billing Component Edit screen 6. To filter or sort the Billing Component, select icon present on column header, and enter the text and select Filter to filter. (e) Filter option 7. To view the change history, select View History icon, a pop up will appear showing the history details

16 (f) Change history 6. Mail Content 1. Login with appropriate credential. 2. Go to Configuration -> Mail Content

17 (a) Mail content 3. To add new Mail content, select + Mail Details, enter the new mail content details in the popup as shown below and click SAVE button to save the data. (b) Add mail content 4. To delete exiting mail content, select icon on confirming to the alert pop up, Mail Content will be deleted from the system. (c) Delete mail content 5. To edit existing Mail Content, select icon, and enter the changes and select SAVE button to update the changes into the system. (d) Mail Content Edit screen 6. To filter or sort the Mail Content, select icon present on column header, and enter the text and select Filter to filter.

18 (e) Filter option 7. To view the change history, select View History icon, a pop up will appear showing the history details (f) Change history 7. Delivery term mapping 1. Login with appropriate credential. 2. Go to Configuration -> Delivery term mapping (a) Delivery term mapping

19 3. To add new Delivery term mapping, select+ Delivery term, enter the new delivery term details in the popup as shown below and click SAVE button to save the data. (b) Add delivery term 4. To delete exiting Delivery term, select icon on confirming to the alert pop up, Delivery term will be deleted from the system. (c) Delete delivery term 5. To edit existing Delivery term, select icon, and enter the changes and select SAVE button to update the changes into the system. (d) Delivery term Edit screen 6. To filter or sort the Delivery term, select icon present on column header, and enter the text and select Filter to filter. (e) Filter option 7. To view the change history, select View History icon, a pop up will appear showing the history details

20 (f) Change history 8. Add Users to user group 1. Login with appropriate credential. 2. Go to Configuration - > User Groups menu (a) User group configuration 3. To add users to the group click on group name. 4. Select users from right side panel and add to left panel by either dragging or selecting Add button.

21 (b) Add users to group by Dragging selected users (c) Add users to group by using Add button 5. To remove users from group, select the users to remove from groups and click remove button. (d) Remove user from group 8.1 Assign Base Location for User 1. This option is enabled only for ABAN Base Locations group. To map base location access to group members, select a single user from group and click Location access button. Select location from popup and click SAVE. NOTE: User is mapped to single Location.

22 (e) Map Base Location to user 8.2 To Assign Rig Access 1. To assign rig access to group members, select a single user from group and click Rig access. Select the rigs (multiple selection is allowed) and click SAVE. NOTE: User can have single or multiple rigs access. For Aban Base Location group rig details are populated based on base location mapped. So, admin has to define the base location access and then rig can be assigned. Rig access is not enabled for Vendors, freight forwarders and custom house agent group. (f) Displaying rig based on Base location region 2. For rest of the group, rigs popup will display all rigs be default. Select rigs and click Save button.

23 8.3 To Assign Default location access (g) Rig list 1. This option is enabled only for Custom House Agents group. To map default location access to group members, select a single user from group and click Location access button. Select default location from popup and click SAVE. NOTE: User can have single or multiple location and default location access. For Custom house agents group default location can only be selected only if the corresponding location is selected. And also the selected default location should not be assigned to other members of the group. So, admin has to define the default location according to it. (h) Displaying default location 8.4 To Assign Page level permission access and setting home page 1. To assign page level permission and set home page to group members, select Permission access button. A pop up appears with an option to save the changes to the group as shown below. (i) Group changes Save pop up

24 2. On selecting any option from the pop up the user will be navigated to a separate page, where the user can select single or multiple page level access and home page (single selection) as shown in below figure. On clicking Assign permission the changes are saved. (j) Page level permission

25 9. PO Dispatch 1. Login with ABAN Purchase group credential. 2. Based on the rig access defined for user against the rig access in ABAN Purchase group, Approved PO s list are populated and displayed under New tab as shown below: (a) Approved PO s 3. Mail Not Initiated option will be in disabled mode in case of delivery terms not available. 4. Vendor name will be displayed in red color as shown in figure (a), in case of amos id or maximo id of vendor missing. 5. Click on Mail Not Initiated option to dispatch the PO to vendor. 6. PO dispatch pop up will appear with options a. To change delivery days either at PO header level as shown in figure (c) or Item level as shown in figure (d) before dispatching PO. b. To define PO type (IMPORT, LOCAL, SERVICE) for AMOS PO. By default, application loads PO type defined for MAXIMO PO and this option will be read only. c. PO dispatch options i. Send dispatch only the PO. ii. Send and get acknowledgement dispatch PO and get vendor response. iii. Send, get acknowledgement and track material status dispatch PO, get vendor response and track material status at various level. iv. No Action Do not dispatch PO, update the PO status and will be moved to completed tab. d. To change/correct the vendor mail id before dispatching the PO. By default existing mail is loaded if present.

26 (b) PO dispatch popup 7. Click OK button to dispatch PO and move the PO to Completed tab. 9.1 To change Delivery date before dispatching PO 1. In PO dispatch popup, enter no. of days in Delivery days text box. 2. Rev. Delivery date and New Delivery date column will be updated. (c) Delivery days update PO header level 3. Click on New Delivery Date textbox on any item column 4. Select the date from the calendar popup. (d) Delivery days update PO Item level 5. Click OK button to dispatch PO and update the delivery date to application.

27 9.2 PO Type and Dispatch option 1. For PO type LOCAL and IMPORT, all four dispatch option will be enabled as shown below (e) PO Dispatch option for LOCAL PO type 9.3 To view PO details (f) PO Dispatch option for SERVICE PO type 1. Click on PO number, a pop up appears with the PO details as shown in figure (g). (g) PO details pop-up

28 9.4 To Download PO as PDF 1. click on the PDF icon of the PO as shown in figure (h) (h) PDF download 9.5 Search 1. Click Search bar to expand the search section. 2. Select search categories from the dropdown list and then enter the search text. 3. Click on Search button to start search as shown in figure (i). (i) Search options

29 9.6 Resend Rejected / Request for Amendment PO to vendor 1.To resend the rejected or requested for amendment PO to same vendor or another vendor, select Rejected / Request for Amendment tab. 2.Select PO s from the list by checking the checkbox. 3.Click Re-approve button to move the PO to new tab. 4.PO status is changed to Mail not initiated. (j) Re-send PO to vendor 9.7 To view PO dispatched list: 1. Click on Completed tab to view the dispatched PO list as shown below. (k) PO Dispatched list 2. To view the PO mail triggered options, click on the status of the PO, PO dispatched pop up will display with the PO details and status appears as shown in figure (l). 9.8 Rig-wise filter (l) PO Item detail pop-up 1. To filter the PO s rig wise select the icon from the top right corner of the table

30 2. Choose the rig s to filter. Note: Filter is common for three tabs. (m) PO Rig wise filter 9.9 Toggle table columns 1. To toggle table column select icon from the top right corner of the table 2. Select the columns to show /hide column as shown in figure (n) To Download PO list (n) Column toggle menu 1. Click on excel icon from top right corner of the table. 2. Popup will display with option Save, Open and Cancel the file.

31 10. PO Acceptance On receiving the PO mail, Vendor can accept the PO either through mail or in supply chain portal. But to Reject or request for amendment, vendor has to login into the portal as he will be asked for the reason. On Successful acceptance of the PO, application displays proforma upload option based on the payment terms (Advance or Cash On Delivery). If there is a delay in delivering the material, Vendor is allowed to change the delivery date either on PO header level or on item level after accepting the PO. He can also update the material readiness in parallel while payment is in progress PO Acceptance through portal 1. Login into portal. 2. Vendor will redirect to the vendor Home page. 3. It has three tabs - New, processing and completed a. New tab List all Awaiting Acceptance PO b. Processing tab List all Accepted PO, c. Completed tab List all Rejected, Request for Amendment and Closed PO. (a) Vendor home page 4. Click Awaiting Acceptance, acceptance popup will display with option like Accept, Reject and Request for Amendment. (b) PO Acceptance popup 5. Select Accept and click OK. Note: Comments is optional. For Reject and Request for Amendment option, Comments is mandatory. 6. PO Status will change to PO Accepted and is moved to Processing tab. 7. System triggers acknowledgement mail to ABAN Purchase and Logistics user based on the dispatch option selected by ABAN Purchase user while dispatching the PO to Vendor.

32 8. For payment terms Advance or COD, system will display a message to upload proforma either Now or Later option. 9. If Vendor has selected Later, then system trigger a proforma missing mail to vendor To Upload Proforma 1. Go to processing tab. 2. Click on PO Status text. 3. If proforma is not uploaded for the PO, PO Acceptance popup will display as shown below (c) PO Acceptance popup with Upload proforma option 4. Click on Now option, Proforma section will display as shown below Note: i. Vendor can raise proforma either fully or partially by raising multiple payment requests using Add new option. ii. He is not allowed to add new request until he fills the current request details. iii. Without invoice file, he is not allowed to submit the payment requests. (d) Proforma error message

33 (e) Proforma error message if adv. Amount exceeded PO cost value 10.3 To update material readiness 1. Go to Processing tab. 2. Click icon under Download column to download PO in PDF file. 3. Click Update under Delivery column and systems redirects to Material readiness page as shown below. (f) Material Readiness option 4. By default system displays all Items if lot is not created for the PO. (g) Material readiness page 5. To create new lot, select option and will be redirected to new lot creation page as shown in (h).

34 6. On entering the delivering quantities; delivering quantity cost and balance open quantity will be auto calculated. (h) New Lot creation 7. Click Submit button to create the LOT. 8. On successful submission, new lot number is created with the format (PO No. -running number of the lot for current PO, for e.g , , ,etc ) and lot status is updated as Package not available. (i) After Lot creation 9. In case of Local PO, on click submit button to create lot, it will display popup asking to skip packing details as shown in figure below. Packing details tab will not displayed if yes button is clicked. (j) Skip packing popup 10. Click on Update/View under Update column to update the packaging, Collection address and Invoice details as shown in figure (k). Note: Collection address is mandatory for lot, if a delivery term is Ex-Works. 11. To add multiple packages, click on Add new Package button. (k) Package Update

35 12. Based on No. of Boxes, Total volume and total weight will get auto calculated as shown in figure (l). 13. Invoice amount is auto calculated based on the no. items delivering quantity. 14. On successful submission, a mail will triggered to ABAN Purchase and Logistic users along with the lot, packing and invoice details. (l) View Packing ad Invoice detail 15. If delivery terms is grouped as CIF category as shown in figure below, after clicking update under Delivery column, it will display lot details with lot status. Click Update/View under Update column. It will display Shipping Details tab. Vendor can enter shipping details and click on submit button. (m) Delivery Terms - CIF 16. On successful submission of shipping details, lot status will be changed to MaterialDispatchByVendor as shown in figure below.

36 (n) Vendor updates shipping detail for CIF delivery terms group 17. Create new lot is disabled once lot has been created for all items To Update delay date 1. Go to Processing tab. 2. Click change Under Revise delivery date column, Delivery date popup will display with all the items with an option to update the delay either at PO header level or item level. Note: Delivery date is updated for the items where status is PO Item open. 3. Update delay date at PO header level, Update Proposed delivery delay date field and it will be copied for all items. 4. Update delay date a Item level, click on the field delivery Delay date for the item. Select the date from Calendar Popup. (o) Update delivery date 11. Reject PO 1. Login into the portal to Reject PO. 2. Click Awaiting acceptance, select the Reject option. Click OK. Note: Comment is mandatory. 3. PO will move to Completed tab. 4. Based on the dispatch option selected for the PO by ABAN purchase, system triggers rejected mail to ABAN Purchase and ABAN Rig manager. (p) Vendor New tab

37 (q) PO Reject 5. The rejected PO will appear in Rejected / Request for amendment tab in purchase user PO list screen. 12. To Request for amendment 1. Login into portal to Request for Amendment for PO. 2. Click on Awaiting acceptance, select the Request for Amendment option. Note: Comments is mandatory for this option. 3. Click OK. 4. PO Status will change to PO Amend Request and moved to completed tab. 5. Based on PO dispatch option selected, system triggers mail to ABAN Purchase and ABAN Rig Manager groups. (r) Request for Amendment 6. On successful submission, PO is moved to Completed tab and shown below. TO view the details, click on PO Status link in Status column. (s) ABAN PO Request for Amendment PO Amendment Request

38 13. Advance Payment 13.1 Update Pay-by-date 1. Login as ABAN Purchase user to update Pay-by-date. 2. Go to Adv. Payment - > Open Payment Request menu as shown below (a) Advance Payment menu 3. Application displays Open payment requests dashboard with count of new, in progress and completed payment request against payment initiated date as shown below.

39 (b) Open payment dashboard 3. Click Filter By dropdown to filter by payment initiated date (c) ABAN Purchase Filter by payment initiated date 4. Click on payment request count in New/Processing/Completed Payment request columns to view the payment request for particular date. 5. Click on Update link under Payment date column in new tab, (d) Update Pay-by-date 6. On click Update, payment details of respective PO will displayed in bottom section. Enter Pay-by-date and remarks column and click OK button to update pay-by-date. (e) ABAN Purchase Update pay-by-date 7. On successful update, the request will move to processing tab. 8. To edit the Pay-by-date, go to processing tab 9. Click View under Payment date column.

40 (f) Processing tab view Pay-by-date (g) Edit pay-by-date 10. To delete payment request, click on delete icon as shown below. (h) Delete payment request 11. Completed tab, contains payments requests where full payment is made Update Priority for the payment request 1. Login as ABAN Rig Manager. 2. Go to Adv. Payment - > Prioritize Payment menu (a) Prioritize payment menu 3. Prioritize payment page contains a. Processing tab contains new and In Progress payment request b. Completed tab - contains payment completed request.

41 4. Priority dropdown will populated based on count of payment request for pay-by-date. E.g. 15/04/2016 pay-by-date has three payment requests (ABAN-VIIIPR02, DD3R04 and DD3PR02). Priority dropdown option holds 1,2,3 as shown in below figure (b). 5. Priority dropdown is non-editable where payment status is Partially Paid or In Progress as shown in figure (b). 6. Rig manager is not allowed to assign the same priority number to another payment request for the same date. E.g. Priority number 1 assigned for payment request ABAN- VIIIPR02 of 15/04/2016 pay-by-date, will not available for DD3PR04 and DD3PR02 request. (b) Assign priority 7. Payment request will move to completed tab when payment status is closed. (c) Completed tab - Payment closed list 14. Update payment details 1. Login as ABAN Finance user. 2. Go to Adv. Payment - > Update Payment menu (a) Update payment menu 3. Click update link, to update the PO payment paid details in the popup shown.

42 (b) Payment popup 4. Enter the required fields in the payment popup. a. For swift copy option, user has to upload the swift file by clicking on upload button as shown in figure (b) b. For cheque option, user has to enter bank name and cheque number as shown in figure (c) Cheque payment option 5. Click on button to update payment details To move multiple payment requests to InProgress status: 1. Select PO by clicking checkbox, 2. Click on button. 3. Selected POs will move to processing tab 4. Payment status will update to In Progress. (d) Move multiple payment request to In Progress

43 14.2 To View in progress payment request 1. Go to Processing tab 2. System will display all payment requests with payment status partially paid and In Progress. (e) In progress payment request list 3. On click update link, payment update popup is displayed as below. (f) Update payment 4. Click on Completed tab to view all closed payment requests as shown below. (g) Completed payment requests 14.3 View payment history 1. Click on Adv. Paid amount in Adv. Paid column to view payment history. (h) ABAN Finance Payment history

44 15. Freight Forwarder Assignment 1. Login as ABAN Logistics credential. 2. Go to Logistic Tracking -> Assign FF menu as shown below: 3. By default application displays all lots where FF is not assigned and the lot which are in HOLD as shown below:

45 (a) Lots where FF is not assigned 4. Select LOTs and click on Assign FF button. Assign FF popup will pop up with list of Freight Forwarders along with Region as shown below (b) Freight Forwarder popup 5. Click Update button. 6. On successful submission, application triggers a mail to FF and Vendor based on the delivery terms defined in PO View assigned FF for LOTs 1. Remove default filter in FF Name column and all lot with FF assigned is displayed as show in figure (d). (c) Filter Option

46 (d) List of Material readiness with FF assigned 15.2 To hold the delivery or material receipt 1. Select Lot from the lot list in Assign FF page. 2. Click Assign FF button. 3. Select HOLD from FF list. Click Update to save the changes. It will overwrite already assigned FF for selected PO. (e) Assign HOLD 16. Material receipt by Freight Forwarders 16.1 Update Lot status 1. Login with Freight Forwarder credential. 2. On hand material dashboard will be displayed as shown below 3. Go to Logistic Tracking - > Material Receipt menu as shown below

47 (a) Material Receipt menu 4. On click Material Receipt menu, Lot lists dashboard will display as shown in figure (b) with filtered by Update. (b) Freight forwarder FF-Lot list dashboard 5. Click update under Receipt column, to update lot status. (c) Freight forwarder Lot Update 6. After clicking update, lot details will display as shown in fig.(d)

48 (d) Freight forwarder View Lot Details 7. To update lot status click on in bottom of the page as shown. (e) Freight forwarder Update packing status 8. Lot status will be changed to In FF, when No. of boxes received is entered equal to No. of boxes as shown in figure (f) and click on update button to update the status. (f) Freight forwarder In FF Lot status

49 9. Lot status will be changed to Short Receipt, when No. boxed received entered is less than no. of boxes as shown in figure (g). (g) Freight forwarder Short Receipt Lot status 10. On successful submission, FPOR will update to Interface table. Note: FPOR will be same as Lot number. 17. Workorder 17.1 Create Workorder 1. Login as ABAN Logistic user. 2. Go to Logistic Tracking - > Workorder menu as shown below (a) Workorder menu

50 3. After clicking workorder menu, the default page contains On hand report and Pending shipment tabs as shown below. (b) Workorder default page 4. Select Freight forwarder from the dropdown as shown in the figure (c) (c) Select Freight forwarder 5. On selecting Freight forwarder, Material which are in IN FF is displayed in ON HAND REPORT as shown in figure (d) and (e). 6. Pending Shipment tab displays all Workorders. 7. Select POs by clicking on checkbox and click on button as shown in figure (f). Note: Grouping is done only for PO of same currency. (d) Material in IN FF (e) Materials in IN FF

51 (f) Grouping PO 8. On successful grouping of PO, Workorder number will auto-generate. 9. Select Duty exemption or Duty for POs either at WO header level or PO header level. 10. Duty exemption or Duty is mandatory for PO Items. 11. Enter shipment term and destination by selecting dropdown and dropdown. 12. At bottom of PO list, it will display total no. of packages, total volume and total weight. If total weight exceeds, user can ungroup PO by selecting checkbox by clicking UnGroup button as shown in figure (g). (g) ABAN logistics Workorder creation 13. Click on down arrow at right side, it will expand and display item details with duty exemption and duty checkbox as shown in figure (h). 14. After filling shipment term, destination, and duty exemption details, click on to create workorder as shown in figure (i). (h) Item details

52 (i) Proceed to create workorder 15. On successful creation of workorder by user, created Workorder will move to Pending shipment tab with workorder status Workorder issued as shown in figure (j) Delete Workorder (j) Pending Shipment tab - Workorder issued Delete option is enabled only for Logistic user group. User is allowed to delete workorder which are in workorder issued/rejected status. 1. Go to Pending Shipment tab. 2. Select the workorder using check box (first column). 3. Click Delete button at the bottom of the grid. 4. PO contained in deleted workorder is removed and available in On Hand report Update shipping details Material dispatch is updated by Vendor for delivery terms CIF, Freight Forwarder for delivery terms Ex-works/FOB and Logistics for Courier Freight Forwarder type By Freight Forwarder 1. Login as Freight forwarder credential. 2. Go to Logistic Tracking -> Material Shipment menu.

53 3. List of assigned WO will display as shown below with default filter on Status column - Update (k) Freight Forwarder - Workorder list 4. Click WO Status column as shown in figure (k). (l) Freight Forwarder material dispatch screen 5. For Shipment mode: Air and Ship, Freight Forwarder has to get the approval from ABAN Logistics before shipping the material using. Application triggers mail to ABAN logistic team for pre-cut approval. 6. Click Repack, to update repacking details as shown in figure (m). Enter packing details and click OK button By Logistic (m) Lot package Repack screen 1. Select Freight Forwarder type : Courier 2. Go to pending shipment tab, Courier workorder list is displayed as show in figure ( c)

54 (n) Courier - DHL Workorder list 3. Click workorder status to update the dispatch details. (o) Dispatch update screen 4. CHA is auto populated based on destination defined in workorder Pre-cut approval 1. Login as ABAN Logistic, to approve pre-cut shipping detail. 2. It can be access either through Pre-cut approval menu or Workorder menu. (Or) (a) ABAN logistics Pre-cut Approval menu 3. Approve and reject button is enabled for Logistic user. 4. Pre-cut approval screen is displayed as shown in figure (b) with WO status Awaiting Approval. (b) Awaiting approval list 5. Click on Awaiting approval under WO Status column, system will display Update WO status page. 6. Logistic user can approve workorder by clicking on Approve button as shown in figure (c).

55 7. Or can Reject the shipping details by selecting Reject button. (c) Approve or Reject option 8. Select PO from grid and click on Ungroup button to ungroup from workorder. Popup will be displayed as show in figure below if Ungroup button is clicked. 9. If only one PO is available in Workorder, then Ungroup is not possible. 10. On successful approval, workorder status is changed to Approved in Pending Shipment tab as shown in figure (d). (d) Pending shipment(approved workorder)

56 17.5 Update Dispatch 1. Login as Freight forwarder. Go to Logistic Tracking - > Material Shipment menu as shown below (a) Material Shipment menu 2. On click FF-Shipment menu, Workorder dashboard will by default status column is filtered by Update. Remove the filter to view workorder lists. 3. Click on update under Status column with workorder status Approved. 4. It will display Update WO status page as shown in figure (b), to update the dispatch details in dispatch details tab. Enter required fields in dispatch details tab (b) FF dispatch details 5. In Documents tab, enter FF invoice number, date and upload shipping document and click on button to update the dispatch details. 6. If file is not uploaded, it will throw error message Please upload Invoice file as shown in figure (c). (c) FF invoice details 7. If expense details are missing while update, it will display Submit expense details error message as shown in figure (d).

57 (d) FF expense validation message 8. Click on select expenses button, in billing component section, Add Expenses popup will display as shown in figure (e). (e) FF expenses list 9. In Add expenses popup, select component by clicking checkbox and click OK button. 10. After selecting the component from the popup, enter amount and tax fields for the component as shown in figure (f). Click remove icon to remove the component. (f) Freight forwarder FF expense details 11. On successful update of dispatch details by freight forwarder, Workorder status will change to Dispatched by FF. 12. To view dispatched workorder list go to Logistics Tracking - > Material Shipment menu. Workorder List dashboard will display as shown in figure (g). Click Filter Icon and select Completed option.

58 (g) WO dispatched status 13. Dispatched workorder lists are displayed as shown in figure (h) Assign CHA (h) Dispatched Workorder List 1. Login as ABAN Logistic user. 2. Go to Logistic Tracking Assign CHA. (a) Assign CHA Menu 3. Application displays the list of WO as shown below. By default, CHA details column is filtered blank (b) CHA Dashboard

59 4. Select at least one WO to assign CHA, otherwise an error message Select at least one row before assign. (c) Validation message 5. Select WOs and click Assign CHA then list of CHA user is shown in popup in dropdown list. (d) Select CHA from CHA list 6. After Successful update of CHA, application triggers mail to CHA with WO details. (e) Assigned CHA 18. Update Custom clearance details 1. Login as CHA, system display default dashboard as shown in figure (a).

60 2. Dashboard contains a. FF-Dispatched WO - Assigned WO which are dispatched by FF. b. FF-Yet To Dispatch - Assigned WO which are not dispatched by FF. (a) CHA Default dashboard(ff-dispatched WO) 3. FF Yet To Dispatch tab contains workorder list with WO Dispatched status as shown in figure(b) (b) CHA Default dashboard(ff-yet To Dispatch) 4. On click update under Update column shown in figure(a), it display Update status for WO page as shown in figure (c). 5. Initialy Duty Exemption/Duty column is enabled, wheraes Landing and Invoice columns will get enabled on updating one after the other. (c) CHA Update WO status 6. On click Update under Clearance column as shown in figure(c), it will display workorder along with packing details, item details and checkbox option for Duty Exemption and Duty as shown in figure (d). 7. Click to expand the row and to collapse the row. 8. Clearance can be updated in WO level or PO level by selecting option button. 9. Duty exemption/duty can be checked in WO level, PO level and item level. In item level if duty exemption is checked, it doesn t allow to check Duty option. If Duty is checked, it doesn t allow checking Duty Exemption option. For example: if Duty is checked by mistake and need to check Duty Exemption, uncheck Duty then it allows to check Duty Exemption.

61 (d) CHA Update Clearance 10. After checking Duty Exemption/Duty click on submit button. If user failed to update duty details, then it will display error message as Duty detail is not updated for WO with workorder number as shown in figure (e). (e) CHA Duty detail not updated error message 11. Click Update link under Duty Exemption column, it will display Duty Exemption Details popup as shown in figure (f). 12. Enter duty exemption details in the required fields and click on button. (f) CHA Duty exemption details popup 13. Click Update link under Duty column, it will display Duty Details popup as shown in figure (g). 14. Enter duty details in the required fields and click on button.

62 (g) CHA Duty details popup 15. On successful update of Duty Exemption and Duty details, click on button. It will display Updated successfully message as shown in figure (h). (h) CHA clearance update successful on sumbit at WO level 16. After successful update of Clearance of Duty exemption/duty details, landing column update will get enabled as shown in figure (i). (i) Landing update 18.1 View clearance detail 1. Click on View under clearance column, to view clearance details as shown in figure (j) and figure (k). (j) Duty Exemption/Duty - View (k) Duty exemption /Duty clearance view screen 2. Click on View link under Duty Exemption column, it will display Duty Exemption details popup as shown in figure (l).

63 (l) CHA Duty exemptions details popup view 3. Click on View link under Duty column, it will display Duty details popup as shown in figure (l). (m) CHA duty details popup save/print 4. Duty details can be update multiple times until Duty Deposit Balance Amount is zero. (n) CHA duty details popup 5. Click on Duty Deposit Balance Amount in Duty Deposit section as shown in figure (n). It will display Deposit refund history popup with deposit refund details as shown in figure (o) Update Landing details (o) Deposit refund history popup 1. Landing detail update option will enabled after clearance is updated.

64 2. Click on Update link under Landing column. Bill of Entry Details popup is displayed as shown below (p) Bill of Entry popup 18.3 Update Invoice detail 1. Click on update link in Invoice column. 2. Appplication redirects to Invoice page as shown below (q) CHA Invoice page 3. Application displays by default all expense component from Master Billing component mapped to CHA. 4. Select remove icon to delete the component from expense section. 5. To add new component, click on Add New Expense button. 6. New expense popup will pop up asking for component name as shown in figure (v). (r) CHA Invoice page Add Expense popup

65 7. Newly added expense component will get added in expense details as shown in figure below. Enter Amount, Exchange Rate, Non Taxable Amount and Taxable Amount in the input fields. 8. Click on Save button. 9. On successful update of invoice details, Invoice column will enabled with View status. 10. After successful update of Clearance, Landing and Invoice, WO Status will changed as Dispatched by CHA. 11. To view dispatched workorder list, click on filter icon and select Dispatched option 18.4 Update Short Receipt (s) Filter option 1. Click Update Short Receipt in Material Status column as shown below (t) Short Receipt option 2. Enter Received Quantity against package as shown (u) Material Receipt screen

66 3. By default Material status will be Not Received. If received quantity matches with sending quantity, than status will be In CHA otherwise Short Receipt. 4. In rest of the process, received boxes entered is carried out. 19. Internal Transfer PO ABAN Logistics and ABAN Base Location users have access to create internal transfer PO. Note: i. PO Type Import -> Internal transfer PO created by ABAN Logistic. ii. PO Type Local -> Internal transfer PO created by ABAN Base Location By Logistics 1. Login as ABAN Logistics user, 2. Go to Purchase Order - > Service material Tracking menu as shown below.

67 (a) Service material Tracking menu 3. Click button, service PO popup will display as shown in figure (b). 4. Fill required fields in the popup. 5. PO Reference No. field is auto-generated with format is AINT followed by current year followed by hyphen (-) and running number. 6. PO type dropdown will be Import (b) Internal transfer PO screen ABAN Logistics 7. To add items, click button. New row will get added and user can fill item details in the input fields. 8. To delete items click icon under Remove column in the items row. 9. Click button, to create service PO. 10. On successful creation on service PO, created PO will get added in new tab. 11. Click Create Lot link as shown in figure (c), to create new lot for the particular service PO. (c) Internal Transfer PO New tab 12. Applications redirects to Material readiness page. Please refer section Material readiness. 13. On successful lot creation for service PO, particular service PO is moved to processing tab as shown in figure (d). 14. Click View lot, to view lot details for the particular service PO.

68 (d) Internal Transfer PO Processing tab 15. Lot details for the service PO is displayed as shown below. Initial lot status is Packing Not Available. Only after packing detail is updated, lot status will changed as Non PO shipment Ready. (e) ABAN Logistics View lot details of Service PO 16. Click lot number under Lot No column, popup is displayed as shown below along with lot item details. (f) ABAN Logistics View packing details 17. Click PO number, popup is displayed as shown in figure below. (g) ABAN Logistics View packing details

69 19.2 By Base Location user 1. Login as ABAN Base Locations user, 2. Select the Base Location to view the PO details (h) Base Location popup screen 3. Go to Purchase Order - > Service material Tracking menu as shown below. (i) Service material Tracking menu 4. Application displays the list of Local POs list as shown below. (j) Internal Transfer PO - Local 5. Click button, service PO popup will display as shown in figure (c). Logistics user can create new service PO by entering required fields in the popup. 6. On successful creation on service PO, it will get added in new tab with status Update Material Status. 7. Click Update Material Status link as shown in figure (j). 8. Material Status details for the service PO is displayed as shown below. Based on Local PO here update Material Status. (k) Base Location material update screen 9. Application search the Items based on PO No, AWB No, BL, etc. Once user enters the Search value in Search box, then click Search. Based on search result user will update the material status.

70 10. Under Material Staus column click Update link, then user fill all the material status fileds and select BLC status as In Base then click Update. (l) ABAN BLC Updating Material Status 11. Once updated the material status as In Base, Local PO moved to Processing tab. (m) ABAN BLC Processing tab in Non-PO 20. BLC On hand Report 1. BLC On Hand Report contains PO in In Base, grouped by Rig name as Shown in figure (a). 2. And here display the number of POs which depends on Rig name. (a) ABAN BLC On Hand Report Non-PO 3. Once click link, application display the popup with list of document based on PO. 4. Here users have downloading option for download the specific file or download all as show in figure (b).

71 (b) Document view screen 21. Material Readiness by BLC 1. To create new lot, select Create/View Lot from the BLC dropdown menu as shown in figure (a). Note: Material and Service Material PO s having PO type as local will be displayed for BLC. (a) Create/View Lot 2. Click Create Lot as shown in figure (b), application redirect to Material readiness page, refer Material readiness section.

72 3. On the view tab, select the View option for the PO as shown in figure (b), once the view is clicked the user will be navigated to material readiness page(refer View Material readiness section) (b) View Lot 22. Base Location Manifest 22.1 Manifest Creation To Rig 1. Login as Base Location user, go to BLC - > Create/View Manifest menu as shown in figure below. (a) BLC Create/View Manifest menu

73 2. Create manifest button will display as shown in figure (b). (b) BLC Create Manifest 3. Click on button, it will display Choose Rig Location popup as shown in figure (c). Select rig name and dispatch mode from the dropdown. Choose dispatch date from the calendar by clicking on dispatch date input field and click on button. (c) Choose Rig Location popup 4. On successful choosing of rig location, dispatch date and dispatch mode, it will display page as shown in figure (d). Click on creation. button to choose POs for manifest (d) BLC Copy PO 5. On click copy PO button, it will display popup with list of material PO. User can select one or multiple PO by clicking on checkbox as shown in figure (e) and click on save button.

74 (e) BLC Select PO 6. On successful selection of PO from the popup, it will display selected PO with lot number and item details as shown in figure (f). (f) Copied PO Item details 7. Sending quantity, Box No and Remarks column in item level is editable. 8. If user wants to remove the copied PO, click on icon at PO header level. 9. If user wants to remove item click on remove icon at item level. 10. User can also add new non-po (service PO) items by clicking on button. It will display Service PO popup as shown in figure (g). Refs No. is auto-generated, select currency code and fill item details in the input field and add new item by clicking on button. Click on button, newly created service PO will get added along with copied POs. (g) Add Service PO screen 11. Once POs are finalized to create manifest, click on button. It will display Manifest No. which is auto-generated, dispatch date, dispatch mode, from location and Rig name and location as shown in figure (h). 12. Box no. field is editable. Un- filled box no will displayed in red color.

75 13. Once Box No. if filled for items, click on OK button to create manifest. (h) BLC Manifest Creation 14. On successful creation of manifest, it will be sent to Rig. 15. Manifest Number format: BM-rigcode-YYYYrunnin no Third Party Manifest 1. To send manifest to third party, select Third party option in Choose Base Location popup as shown (i) Third Party Manifest option enabled 2. Select base option is disabled. Manifest number format starts BM-OTHERS- YYYYrunning number. 3. Manifest will be closed by the user who created using Close button. (j) Third Party Manifest Closure screen 22.2 Manifest view 1. Click on View Manifest menu on left-side of the screen. Manifest view page contains Received and Sent tabs. Received tab contains Manifest received from Rig location. Sent tab contains Manifest sent from Base location to Rig as shown in figure (k).

76 (k) Manifest View 2. To view manifest details click on manifest number under Manifest No. column. It will display manifest details with manifest created by whom and manifest status as Manifest Delivered as shown in figure (l). (l) Received manifest details view 3. In Sent tab, it contains manifest list created and sent by Base Location user. 4. Click on manifest number under Manifest No. column to view manifest details. 23. Rig Manifest 23.1 Manifest Creation Rig user acknowledges the receipt of Manifest and material received status at header level for each manifest against each items listed in manifest. 1. Login as Rig user, default page will display manifest view with received and sent tabs as shown in figure (a).

77 (a) ABAN Rig User Default home page To Base Location 1. Go to Rig - > Create view menu as shown in figure (b). (b) ABAN Rig User Create Manifest Menu 2. It will display button. Click on the button, it will display Choose Base Location popup as shown in figure (c). 3. Select base location from the dropdown, select dispatch date from the calendar input field and select dispatch mode from dropdown. 4. Click on button. (c) Choose Base location popup 5. After choosing base location from the popup, it will display page as shown in figure (d). (d) ABAN Rig User Base location with dispatch details 6. Click on button, it will display service PO popup as shown in figure (e).

78 (e) ABAN Rig User Service PO popup 7. Ref No. is auto-generated with prefixes SER followed by current year followed by hyphen and running number. Users have to select currency code from currency dropdown. 8. Fill item details in the required fields and to add new item click on button. Fill comments in the text area. 9. Click on button. On successful creation of new service PO, it will display screen as shown in figure (f). (f) ABAN Rig User PO list to create manifest 10. Added PO is listed with item details. Users have to fill sending quantity, box number and remarks in the input fields and click on button. 11. After clicking create manifest button, it display page with auto-generated manifest number and PO list with item details. 12. Click on OK button to created manifest as shown in figure (g) Third Party Manifest (g) ABAN Rig User Manifest creation form 4. To send manifest to third party, select Third party option in Choose Base Location popup as shown (j) Third Party Manifest option enabled 5. Select base option is disabled. Manifest number format starts RM-OTHERS- YYYYrunning number. 6. Manifest will be closed by the user who created using Close button.

79 7. Third Party Manifest Closure screen 23.2 Manifest View 1. Go to Rig - > View Manifest menu as shown in figure (h). (j) View manifest menu 2. Received tab contains Manifest list as shown in figure (k). By Default, New manifest is displayed. To view approved manifest click on filter icon (k) ABAN Rig User Received manifest tab (l) Filter Option 3. Click on manifest number under Manifest No. column, it will display manifest details as shown in figure (m). (m) ABAN Rig User Received manifest view