FFA

Description

Screen: Ocean> Export> Invoice

Creating Invoice from HBL (HBL is generated for all clients)

• A Freight Forwarding agent should create a Booking request with charges per HBL and Save the File Reference. Once HBL is saved the invoice button will be enabled on File Reference screen.
• The FFW then clicks on the invoice button to create an Invoice . (Note: The Screen should redirects the user to Invoice screen)
• 2 options will be available for the user to choose Proforma invoice or Standard invoice from the HBL data.
• FFW can Add discount per charges on the invoice
• FFW is allowed to save Proforma invoices multiple times. ( Even after Saving, the FFW can still 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.
• Download Invoice

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.
• The FFW then clicks on the invoice button to create an Invoice . (Note: The Screen should redirects the user to Invoice screen)
• 2 options will be available for the user to choose Proforma invoice or Standard invoice from the HBL data.
• FFW can Add discount per charges on the invoice
• FFW is allowed to save Proforma invoices multiple times. ( Even after Saving, the FFW can still 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.
• Download Invoice

Retrieve List of Invoices

• On List of Invoices screen, Display list of invoices created from HBL and MBL

• User should be able to View, Edit and Cancel an invoice

  Note: Cancel is applied only for Standard invoice. Edit is only for Proforma invoice. View is for all invoices