FFA

The FFWD asked for a new functionality named "On-Carriage Credit Note". This Credit Note is issued to an Agent for on-carriage charges related to export shipments in order to record and settle payments made to agents for on-carriage services in cases where no supplier invoice is received.

In export shipments, when goods are transhipped from Port A and the agent un-stuffs the container to deliver goods to multiple destinations, the FFWD reimburses the agent for the on-carriage services rendered.
Since no formal invoice is received from the agent, the company issues a Credit Note with On-Carriage Charges under the Agent Name to document and process the payment.

Process Flow

1. User selects the applicable Master BL (export).
2. The system automatically fetches all related House BLs (HBLs) linked to that Master BL.
3. The user selects one or more HBLs for which on-carriage charges will be issued.
4. The system displays the selected HBLs in the charges grid in the "Additional Information", with default charge amounts = 0.
5. The user enters or updates the charge amount for each selected HBL.
6. VAT should not be mandatory if the charge is in a foreign currency
7. Upon saving, the system generates a Credit Note addressed to the Agent Name.
8. The Credit Note should include:
   • Agent Name
   • Master BL reference
   • List of selected HBLs
   • Charge description and amounts
   • Total amount (base and currency)
   • Auto-generated Credit Note number
9. The Credit Note should be printable/exportable in A4 format for accounting and filing purposes.

Acceptance Criteria

1. Credit Note Type: A new type or category “On-Carriage Credit Note” should be available under the Credit Note functionality.
2. Master BL Selection:
   • Only export Master BLs should be selectable.
3. Auto-fetch of HBLs:
   • System fetches all HBLs under the selected Master BL.
   • Each HBL should display HBL Number, Container Ref, Consignee and Port of Delivery.
4. Charge Entry Grid:
   • Initially, all charge amounts default to zero.
   • User manually selects the on-carriage charge and inputs the on-carriage charge amount per HBL.
   • System validates that charge amounts are numeric and positive.
5. Credit Note Saving:
   • On saving, Credit Note is created for the selected Agent.
   • Each included HBL and its charge are recorded in the Credit Note details.
6. Audit Trail:
   • All user actions (creation, modification, save) should be logged.
   • Link between Master BL, HBLs, and Credit Note maintained.
7. Reports & Printouts:
   • Credit Note printout to include all selected HBLs and their charge breakdown.