FFA

Userstory: https://gitlab.maccs.mu/rnd/ffa/documentation/-/issues/77

Description

Creating Invoice from MBL ( MBL invoice is generated only for Shipping Line)

• A Freight Forwarding agent should create a Booking request with charges per MBL and Save the File Reference. Once MBL is saved the invoice button will be enabled on File Reference screen. Add a new button to create Invoice.
  • _ @seetul_yashvee & @noyan_avisham Should we create invoice from File Reference Screen or from Invoicing menu?_
• Add a new button to create Invoice.
• The FFW then clicks on the invoice button to create an Invoice . (Note: The Screen should redirects the user to Invoice screen)
• A tab view will display all the list of HBLs and list of MBLs. The cashier will need to choose either an HBL or MBL from the displayed list to create an invoice.
• 2 options will be available for the user to choose Proforma invoice or Standard invoice from the MBL data.
• FFW can Add discount per charges on the invoice
• FFW is allowed to save Proforma invoices multiple times. ( Even after Saving, the FFW CANNOT amend the proforma invoice)
• Standard invoice once saved cannot be amended
• FFW should be able to cancel any Standard invoice only after saved. After cancellation of an invoice, the invoice type becomes Credit Note and the status is displayed as Cancelled on Retrieve Invoice screen.
• Users must be able to preview the invoice before finalizing.
• After finalization, the invoice should be exportable as a PDF.
• Users should have the option to email the invoice directly to the client and other relevant parties from within the system.

Additional info:

• Same invoice can be generated with default currency(for e-invoicing) then FFWD can issue same invoice in foreign currency
• Each invoice should be accompanied by a receipt.
  • If for example we have 3 invoices and 1 payment is effected to settle all 3 invoices, 3 payment receipts should be issued.
• Multiple invoices can be generated per HBL/MBL
  • Example 1: When a client has been undercharged, an additional invoice should be issued. 
• On File Reference screen, MBL and HBL section For each Charges displaying, Add a dropdown "Bill To" option to allow the FFW to select either a Shipper, consignee, Delivery Agent and Requestor.
  • Example 1: Charges to be invoiced can be Person1 and other charges to be invoiced to Person 2.
• If a client has not done any payment, the FFW should be able to cancel the original invoice and reissue a new one.