FFA

Issues encountered during the Soft Launch at ED Logistics

Screen: Accounting > Credit Note

Note: should be catered for HBL and MBL also

Issue Description:

• In the context of Landing & Shipping, the External Agent sends a Credit Note to the FFWD in advance, for example., at the time of import. In such cases, no invoice is issued.
• The Credit Note is treated as a negative COST under the Cost and sales section, thus impacting a decrease in the overall cost.

Impact on Freight Forwarding:

• The system will allow users to input a negative value at the cost level on the File Reference (HBL) screen. This negative cost value will directly impact the Costs and Sales chart. Specifically, in this scenario, the 'Cost' for the vessel will be reduced accordingly

Proposed Solution:

• The amount specified in the Credit Note received from the external agent will be recorded as a 'cost' with a 'negative value' associated with the file reference.
• The amount will be sent as -ve itself when interfacing with the accounting system.
• Add a new field for 'Additional Information' to capture relevant details such as Credit Note Ref and the agent.