In the clearing process, Sales are the charges that the freight forwarder will bill to the customer.

Examples:

• Clearing fee
• Brokerage fee
• Documentation fee
• Disbursement service fee
• Delivery fee
• Customs handling fee
• Scanning/exam fee charged back to customer
• Agency charges billed to customer

The Costs section records what the company pays to suppliers.
The Sales section records what the company charges to the customer.

The Sales section should follow the same structure and behaviour as the existing Ocean Clearing Sales section, but it must save records against the Air Clearing File.

Screen Section¶

Section Name : Sales

The Sales section should appear after the Costs section in the Air Clearing Add/Update screen.

Screen Layout¶

The Sales section should include:

• Add Sales Charge button +
• Sales grid
• Row selection checkbox
• Delete Selected button on top right of the grid
• Action buttons, where applicable
• Empty grid message when no sales charge exists

If no sales charge exists, display "No record(s) found" or use the same message currently used in Ocean Clearing

Sales Grid Columns¶

The Sales grid should follow the existing Ocean Clearing grid structure.

Column	Description
Checkbox	Allows user to select one or more sales lines
Charges	Charge code and description
Type	PREPAID / COLLECT or other configured values
Currency	Currency used
Amount	Amount without VAT
VAT	VAT type/rate
VAT Amount	Calculated VAT amount
Total	Amount + VAT Amount
Exchange Rate	Exchange rate used
Discount	Discount value, if applicable
Bill of Entry Ref	BOE reference linked to the sales charge, if applicable
Disbursement	Indicates whether charge is disbursement
Bill To	Customer / party to be billed
Manifested Freight	Indicator from selected charge
Action	Edit/Delete where applicable

Add / Edit Sales Charge Popup¶

Popup Title¶

For adding a new sales charge:

Add Charges

For adding a new sales charge:

Edit Charges

or use the same title currently used in Ocean Clearing.

Popup Buttons¶

Button	Behaviour
Cancel	Closes popup without saving
Add	Saves new sales charge
Update	Updates existing sales charge

Popup Fields¶

The Air Clearing Sales Add/Edit popup should reuse the same component as Ocean Clearing where possible.

Field	Type	Mandatory	Remarks
Charge	Dropdown/searchable dropdown	Yes	Filtered from Charge Maintenance
Type	Dropdown	Yes	Same values as Ocean Sales
Currency	Dropdown	Yes	Currency master
Amount	Numeric	Yes	Amount without VAT
VAT	Dropdown	Yes	VAT type/rate
VAT Amount	Numeric/calculated	No	Calculated from Amount and VAT
Exchange Rate	Numeric	Yes	Default 1 for MUR
Discount	Numeric	No	Optional discount amount
Total	Numeric/calculated	No	Calculated total
Bill of Entry Ref	Textbox/dropdown	No	BOE reference linked to the sales line
Bill To	Dropdown/searchable dropdown	Yes	Customer/party to be billed
Disbursement	Checkbox	No	Defaulted from charge maintenance where applicable
Display Add. Info in PDF	Checkbox	No	Controls whether additional information appears in PDF
Manifested Freight / Ex-Works	Indicator / checkbox	No	Same behaviour as Ocean Sales

Functional Requirements¶

Charge Maintenance Filtering Rules¶

1 – Use Charge Maintenance as Source¶

The Charge dropdown must retrieve sales charges from the existing Charge Maintenance setup.

2 – Filter by Shipment Channel¶

For Air Clearing Sales, the Charge dropdown must show only charges where: "Shipment Channel = AIR"

Charges configured for: "Shipment Channel = SEA" must not appear in Air Clearing Sales.

3 – Filter by Cargo Type¶

The Charge dropdown must filter based on the Cargo Type selected in the Air Clearing File.

Air Clearing Cargo Type	Charges to Display
Import	Charges where Cargo Type = IMPORT
Export	Charges where Cargo Type = EXPORT

Example:

For Air Import: Shipment Channel = AIRCargo Type = IMPORT

For Air Export: Shipment Channel = AIRCargo Type = EXPORT

4 – Filter by Active Flag¶

Only active charges should be available for new sales selection.

Active = Yes

Inactive charges should not appear for new entries.

If an old sales line already uses a charge that later becomes inactive, the system should still display the historical charge on existing records.

5 – Filter by Clearing Flag¶

If Charge Maintenance contains a Clearing flag/checkbox, the Sales Charge dropdown should show only charges where:

Clearing = Yes

6 – Disbursement Flag¶

If the selected charge is marked as Disbursement in Charge Maintenance, the system should default the Disbursement checkbox/indicator accordingly.

The behaviour must follow the existing Ocean Clearing Sales logic.

7 – Default Values from Charge Maintenance¶

When a charge is selected, the system should auto-populate available values from Charge Maintenance.

Sales Popup Field	Source from Charge Maintenance
Charge Code	Code
Charge Description	Description
Currency	Currency
VAT	VAT
Type	Freight Type, if maintained
Amount	Amount Without VAT, if maintained
Manifested Freight / Ex-Works	Maintained flag
Disbursement	Maintained flag
Default	Maintained flag, if used
Active	Maintained flag
Clearing	Maintained flag

The user may edit populated values

8 – Display Sales Section¶

The system must display the Sales section in the Air Clearing Add/Update screen.

9 – Add Sales Charge¶

When the user clicks the Add + button:

• The Add Charges popup should open.
• The Charge dropdown should show only valid Air Clearing charges based on:
  • Shipment Channel = AIR
  • Cargo Type = Import or Export
  • Active = Yes
  • Clearing = Yes
• User enters or confirms details.
• User clicks Add.
• The system validates the entered data.
• The system saves the sales charge against the Air Clearing File
• The Sales grid refreshes.

10 – Update Sales Charge¶

When the user edits an existing sales line:

• The Edit Charges popup opens.
• Existing sales charge values are populated.
• The user updates allowed fields.
• The user clicks Update.
• The system validates and saves the changes.
• The Sales grid refreshes.

11 – Delete Individual Sales Charge¶

Each sales row should have a delete icon, same as Ocean Clearing.

When clicked:

• The system asks for confirmation.
• If confirmed, the system deletes or soft-deletes the selected sales line based on existing Ocean behaviour.
• If the sales line has already been invoiced, used in a standard invoice, deletion should be prevented.

12 – Delete Selected Sales Charges¶

The Sales grid must include a Delete Selected button.

Expected behaviour:

1. User selects one or more sales lines using checkboxes.
2. User clicks Delete Selected.
3. System asks for confirmation.
4. System deletes or soft-deletes selected sales lines, as per ocean clearing rules.
5. Grid refreshes.
6. Activity Log is updated.

Suggested confirmation:

"Are you sure you want to delete the selected sales line(s)?"

If no line is selected and the user clicks Delete Selected, display:

"Please select at least one sales line to delete."

13 – Header Checkbox¶

The Sales grid should include a header checkbox.

When selected:

• All eligible visible rows are selected.
• Ineligible rows, such as already invoiced/locked rows, should either remain unselected or be blocked during deletion based on existing Ocean behaviour.

14 – Bill To Party¶

The Bill To field is mandatory for sales charges.

The Bill To Dropdown should allow selection from valid parties/customers.

Suggested defaulting:

Cargo Type	Default Bill To
Air Import	Consignee / Importer
Air Export	Shipper / Exporter

The user should be allowed to change Bill To where required.

15 – Bill of Entry Ref¶

The Bill of Entry Ref field should allow the user to either enter a BOE reference manually or select an existing BOE reference linked to the current Air Clearing File.

Rules

1. If BOEs exist, the dropdown/list should display only BOEs linked to the current Air Clearing File.
2. BOEs from other clearing files must not be displayed.
3. The field may remain blank if the sales charge is not linked to a BOE.
4. Manual entry should still be allowed if required.

Rationale

In the Ocean Clearing Sales popup, the Bill of Entry Ref field is a free-text field. However, in Air Clearing, it would be more convenient for users to select from BOEs already entered in the BOEs section, instead of typing the same reference again.

This would reduce duplicate data entry and help prevent typographical errors.

16 – Type Dropdown¶

The Type dropdown must use the same configured values as Ocean Clearing.

Examples may include:

PREPAID

COLLECT

17 – Currency and Exchange Rate¶

Currency must use the currency master.

If Currency = MUR:

xchange Rate = 1

If Currency is foreign currency:

• Exchange Rate is mandatory.
• Exchange Rate must be greater than zero.
• Exchange rate may default from exchange rate maintenance, if available.
• User may modify it.

18 – VAT and Total Calculation¶

VAT Amount and Total must be calculated using the same logic as Ocean Clearing.

19 – Discount¶

If discount is available in the Ocean Clearing Sales popup, it must also be available in Air Clearing Sales.

Validation:

• Discount cannot be negative.
• Discount cannot exceed charge amount.
• Total should recalculate after discount changes.

20 – Display Additional Information in PDF¶

If the user ticks: "Display Add. Info in PDF" then the Additional Information entered as the BOE Ref should be available for relevant PDFs/reports using the same rule as Ocean Clearing.

21 – Disbursement¶

The Disbursement must follow existing Ocean Clearing behaviour.

22 – Manifested Freight / Ex-Works¶

The Manifested Freight / Ex-Works indicator must follow existing Ocean Clearing behaviour.

If defaulted from Charge Maintenance, it should populate automatically when the charge is selected.

23 – Read-only Behaviour by Air Clearing Status¶

Air Clearing Status	Sales Behaviour
Draft	Add/Edit/Delete allowed
Awaiting Approval	Status is changed to draft on update
Confirmed	|Status is changed to draft on update
Closed	Read-only
Cancelled	Read-only

When the file is Closed or Cancelled:

• Add button should be disabled or hidden.
• Edit buttons should be disabled or hidden.
• Delete buttons should be disabled or hidden.
• Delete Selected button should be disabled or hidden.

24 – Invoiced Sales Charge Restriction¶

If a sales charge has already been used in:

• Standard invoice

then the system should follow existing Ocean Clearing behaviour.

Recommended rule:

• Do not allow direct deletion of the sales line.
• Do not allow editing.
• Any correction must follow invoice cancellation, credit note, or reversal rules where applicable.

Suggested message:

This sales charge has already been used in billing and cannot be deleted

25 – Activity Log¶

The system must record sales actions in the Activity Log section at the bottom of the Air Clearing page.

Add Sales Charge¶

<Username> added sales charge <CHARGE_NAME> for Air Clearing File <CLEARING_REF>

Update Sales Charge¶

<Username> updated sales charge <CHARGE_NAME> for Air Clearing File <CLEARING_REF>

Delete Sales Charge¶

<Username> deleted sales charge <CHARGE_NAME> for Air Clearing File <CLEARING_REF>

Validation Rules¶

Field	Validation
Charge	Mandatory
Charge	Must be from filtered Charge Maintenance list
Shipment Channel	Must be AIR
Cargo Type	Must match current Air Clearing Cargo Type
Active	Charge must be active for new entries
Clearing	Charge must be clearing-applicable
Type	Mandatory
Currency	Mandatory
Amount	Mandatory, numeric, greater than or equal to zero
VAT	Mandatory
VAT Amount	Numeric, cannot be negative
Exchange Rate	Mandatory and greater than zero
Discount	Numeric, cannot be negative
Total	Numeric, cannot be negative
Bill To	Mandatory
Bill of Entry Ref	Must belong to current Air Clearing File if selected
Invoiced sales line	Cannot be deleted directly
Closed/Cancelled file	Sales cannot be updated

Acceptance Criteria¶

1 – Display Sales Section¶

Given I open an Air Clearing File,
When the page loads,
Then the system should display the Sales section.

2 – Display Sales Grid Columns¶

Given the Sales section is displayed,
Then the grid should show columns for:

• Checkbox
• Charges
• Type
• Currency
• Amount
• VAT
• VAT Amount
• Total
• Exchange Rate
• Discount
• Bill of Entry Ref
• Disbursement
• Bill To
• Manifested Freight / Ex-Works
• Action

3 – Empty Sales Grid¶

Given no sales charge exists,
When the Sales section loads,
Then the system should display:

No record(s) found.

4 – Open Add Charges Popup¶

Given I click the Add + button,
When the action is triggered,
Then the system should open the Add Charges popup.

5 – Display Correct Sales Popup Fields¶

Given the Add/Edit Sales Charges popup is opened,
Then the system should display only the Ocean Sales popup fields:

• Charge
• Type
• Currency
• Amount
• VAT
• VAT Amount
• Exchange Rate
• Discount
• Total
• Bill of Entry Ref
• Bill To
• Disbursement
• Display Add. Info in PDF
• Manifested Freight / Ex-Works

6 – Filter Charges by Air Shipment Channel¶

Given I am adding a sales charge in Air Clearing,
When I open the Charge dropdown,
Then the system should display only charges configured with: Shipment Channel = AIR

7 – Filter Charges by Cargo Type¶

Given the Air Clearing File Cargo Type is Import or Export,
When I open the Charge dropdown,
Then the system should display only active Air charges matching the selected Cargo Type.

8 – Exclude Sea Charges¶

Given a charge is configured with Shipment Channel = SEA,
When I open the Charge dropdown in Air Clearing Sales,
Then the Sea charge should not be available for selection.

9 – Exclude Inactive Charges¶

Given a charge is inactive in Charge Maintenance,
When I add a new Air Clearing sales charge,
Then the inactive charge should not be displayed in the Charge dropdown.

10 – Exclude Non-Clearing Charges¶

Given a charge is not marked as Clearing applicable,
When I add a new Air Clearing sales charge,
Then the charge should not be displayed in the Charge dropdown.

11 – Auto-populate Charge Defaults¶

Given I select a charge,
When the charge is selected,
Then the system should auto-populate relevant defaults such as:

• Currency
• VAT
• Amount
• Type
• Disbursement
• Manifested Freight / Ex-Works

based on Charge Maintenance.

12 – Bill To¶

Given shipper/consignee has been selected,
Then the Bill To field should be auto-selected based on the cargo type:

• Import → Consignee
• Export → Shipper

When I save the sales charge,
Then the system should prevent saving if the Bill To value is missing, invalid, or does not match the cargo type logic.

13 – BOE Ref Limited to Current File¶

Given BOEs exist in the current Air Clearing File,
When I open or enter Bill of Entry Ref,
Then the system should allow only BOEs linked to the current clearing file.

14 – Save Sales Charge¶

Given all mandatory fields are completed,
When I click Add or Update,
Then the system should save the sales charge and refresh the Sales grid.

15 – Delete Individual Sales Charge¶

Given a sales line exists,
When I click the delete icon and confirm,
Then the system should delete or soft-delete the selected sales line if allowed.

16 – Delete Selected Sales Charges¶

Given one or more sales lines are selected,
When I click Delete Selected and confirm,
Then the system should delete or soft-delete selected sales lines if allowed.

17 – Delete Selected without Selection¶

Given no sales line is selected,
When I click Delete Selected,
Then the system should display:

"Please select at least one sales line to delete."

18 – Prevent Invoiced Sales Deletion¶

Given a sales charge has already been used in billing,
When I try to delete it,
Then the system should prevent deletion and display:

This sales charge has already been used in billing and cannot be deleted.

19 – VAT, Discount and Total Calculation¶

Given Amount, VAT, and Discount are entered,
When values change,
Then VAT Amount and Total should recalculate using existing Ocean Clearing Sales logic.

20 – Read-only When Closed or Cancelled¶

Given the Air Clearing File is Closed or Cancelled,
When I open the Sales section,
Then Add, Edit, Delete, and Delete Selected actions should be disabled or hidden.

21 – Activity Log¶

Given a sales charge is added, updated, individually deleted, or deleted using Delete Selected,
When the action is completed,
Then the system should record the action in the Activity Log section.