Task #18861
openTask #19240: Sprint Planning for 06/01/2026 - 16/01/2026
Report : Pending Invoices for HBLs, MBLs, Clearings in Approved or Confirmed
95%
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 confirmed or HBLs 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)
- Bill To
- 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)
- Bill To (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.
GitLab Sync Log
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