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Task #18861
openReport : Pending Invoices (HBLs, MBLs, Clearings)
Status:
New
Priority:
Normal
Assignee:
-
Start date:
10/02/2025
Due date:
10/02/2025 (about 2 months late)
% Done:
0%
Estimated time:
0:00 h
GitLab ID:
3318
GitLab Milestone:
GitLab Ticket Number:
954
GitLab Time Logged:
0
Lock Timeline Date:
No
gitlab project trace:
Description
Mr. Yoni Soleil, from EDL has requested the following report after our meeting on 01 October 2025.
Report listing all pending Standard Invoices (HBLs, MBLs, Clearings) to quickly identify shipments where files are Approved but no Standard Invoice has been issued, and take corrective action.
Acceptance Criteria
- The report must display:
- File Reference
- Level (HBL / MBL / CLEARING)
- HBL Number (if Level = HBL)
- MBL Number (if Level = MBL or inherited by HBL)
- Clearing Reference (if Level = CLEARING)
- Consignee
- Invoice Status (Issued/Not Issued)
- ETA/ETD or ETD in case of Export
- Days Since Approval (calculated)
- Aging Bucket (0–7 days, 8–14 days, >14 days)
- The report should allow filtering by:
- Date range (user chooses ETA or ETD in case of Export)
- File Reference (contains)
- Consignee (contains)
- HBL Number (contains)
- MBL Number (contains)
- Level (multi-select: HBL/MBL/CLEARING)
- Standard Invoice Status (multi-select: Issued/Not Issued)
- Report must be exportable to Excel.
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