Table of Contents

• Table of Contents

• Revision History

• Introduction

• Pre-requisite

• Features

Revision History

Introduction

Container Clearance is the process of clearing the containers out from the yard by booking the containers pickup and paying the container charges. Container clearance service is a bill presentment and payment settlement service that is developed to provide a unified solution for terminal users to query one or more container charges in real time, request and settle invoices through various payment channels and finally instruct the TOS system to release payment holds. Through this service, customers get visibility on their charges against the containers and request the invoice. Customers can pay for the invoices with the help of multiple payment methods (Bank receipt upload and via credit). Once the invoices are paid, entry will be made in the payment approval module where terminal users can view and take actions on the request and end users can view, edit and track their request. Through payment approval module, terminal admins will be allowed to take actions on the request (approve, reject and needs clarification) and intimate terminal to settle & generate final invoices and to release the holds on the containers.

As part of Container Clearance service following feature for Billing of Import & Export Container will be delivered :

·        Fetch Container based charges from TOS

·        Present Draft Invoice for Payment

·        Request for Invoice settlement by uploading bank deposit receipt.

·        Payment approval process

·        Invoice finalization based on Terminal operator approval, followed by Payment hold release

·        View pending and finalized Invoice.

·        Customer notifications

In this manual, the steps to view quotes for containers(based on container number), generate invoices, pay invoices for container clearance and payment approval process to release the holds on the container are illustrated.

Pre-Requisite

Below are the pre-requisite for using container clearance :

1. Client Registration
   a.   Bill to code should be provide by user/TO at the time of client registration

2. Export Booking services (Export containers)
a.   Containers should be pre-register on this service, details should be approved by terminal operator team and same to be passed on to TOS for unit registration.

b. Bill to party’ provided at the time of document upload by user or Terminal operator will be used for Billing purpose (‘Bill to party’ cannot be changed on container clearance screens)

c.   Uploader of the container document or the nominated ‘Bill to party’ alone will be allowed to transact for associated container in container clearance application.

3. Import Release (Import containers)
a.  Container’s information and document should be provided and approved by Terminal operator before billing to initiate.

b.  Bill to party’ provided at the time of document upload by user or Terminal operator will be used for Billing purpose (‘Bill to party’ cannot be changed on container clearance screens)

c.  Uploader of the container document or the nominated ‘Bill to party’ alone will be allowed to transact for associated container in container clearance application.

Features

Below features will be the part of container clearance service :

1. Fetch charges

2. Generate draft invoices and payment settlement

3. Fetch invoices

4. Payment approval

5. Comments

6. Notification to users

Login to Cargoes Community System

Open

On the top navigation menu, go to Pay --> Container Clearance

Open

Below screen will load

1. Fetch Charges :

Upon landing on the Container Clearance page, User needs to provide following parameter to fetch container clearance charges

·       Category : Export /Import

·       Fetch By : Container

·       List of Container#

·       Bill to party (Auto populated )

·       Pickup date / Expected Load Date

Once user enter the data and fetch the charges, Request will be sent to TOS with container #, Bill to party and in-return quotation will be shared by TOS to CCS with indicative charges.

User can view the quotation details by clicking on the quotation number hyperlink

User can view the remarks from the terminal for the invalid containers in view container popup screen as shown below.

Business rules for fetching the container charges :

Below are the pre-requisite for using container clearance :

1. Client Registration
   a.   Bill to code should be provide by user/TO at the time of client registration
   
   

2. Export Booking services (Export containers)
   a.   Containers should be pre-register on this service, details should be approved by terminal operator team and same to be passed on to TOS for unit registration.

   b. Bill to party’ provided at the time of document upload by user or Terminal operator will be used for Billing purpose (‘Bill to party’ cannot be changed on container clearance screens)

   c.   Uploader of the container document or the nominated ‘Bill to party’ alone will be allowed to transact for associated container in container clearance application.
   
   

3. Import Release (Import containers)
   a.  Container’s information and document should be provided and approved by Terminal operator before billing to initiate.

   b.  Bill to party’ provided at the time of document upload by user or Terminal operator will be used for Billing purpose (‘Bill to party’ cannot be changed on container clearance screens)

   c.  Uploader of the container document or the nominated ‘Bill to party’ alone will be allowed to transact for associated container in container clearance application.
   
   

4. User should be allowed to query charges only if :
   a. Logged in user uploaded /registered the container
   b. Logged in user is the Bill to party given at the time of container registration in Export booking or Import Release.
   
   

5. Maximum 20 containers can be provided at a time.

6. Export and Import container cannot be clubbed together in single quotation.

2. Generate Draft invoice & payment settlement :

Once user clicks on the proceed button in the fetch charges page, Draft invoice summary page will load

On click of pay now, upload bank receipt page will load

User will provide the bank reference number, bank name, upload the receipt and clicks on the proceed button. User will get the receipts upload page

User can also settle the invoices through credit option, Once user selects the credit payment method in the draft invoice summary page and clicks on the pay now button. User will be redirected to the credit payment initiated page as shown below.

3. Fetch Invoices

Once user will provide Type of service and category, user will be allowed to fetch the draft/final invoices as shown below

4. Payment Approval

User will go to Pay --> Payment approval, below page will load :

Once user lands on the payment approval page, data will be fetched from the terminal and shown to the user

User can take actions on request by approve/reject the request and can raise clarification on the request from payment approval and view screen as shown in below screen :

On click of approve/reject action and while raising clarification, user will get below popup to confirm the action on the request

Upon confirmation user will get the success screen for the action as shown below :

User can view the request from the view page and can perform approve/reject action and raise clarification as well as shown below.

User can view the request details by clicking on the reference number. User can edit the request by clicking on the edit button in the view request details page.

User can edit the record by clicking on edit icon on the payment approval page or by clicking on edit button in view page. Edit page will be open as shown below :

User can edit the additional email id, can delete the existing receipt and can upload the new receipts. User can save the edited details by clicking on the save button.

Once edited user can click on the submit button and can submit the updated details to terminal for approval as shown below.

User can cancel the request anytime if request status is pending approval. User can click on the cancel action under ellipses and can confirm the cancellation request as shown below

5. Comment Feature

User is allowed to post and view comments in the comments page.

6. Notifications