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Fetch Charges

Owned by Sonam Negi
Oct 02, 2024
7 min read

Overview

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

  • Fetch By: Container and Bill of Lading.

  • Container#, Bill of Lading (This option appears only if the user selects Fetch By field as Bill of Lading)

  • Bill to party: Auto populated.

  • Category: Import Full/ Export Full

  • Pickup date

  • Vessel Visit Code (This field appears only if the user selects Fetch By field as Bill of Lading)

Steps

Once the user enters the data and fetches the charges, Request is sent to TOS with Container #, BOL, Category, Pickup date Bill to party and in-return quotation is shared by TOS to CCS with indicative charges.

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

    Fetch Charges Step 1.png

     

Note: The user can provide more than 20 containers or one Big BOL, in this case the charges are not generated immediately. The system generates quotation first.

  1. The user can view the details of the fetched quotation.

    Fetch Charges Step 2.png

User will get the below validation error if:

  • User tries to fetch charges for containers that don't belong to the user, or not nominated to fetch the charges.

  • Only those users who have uploaded the containers or users with Same Bill To Party as container are allowed to fetch the charges.

  • Container with same Bill To Party only are allowed to query charges.

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

    Fetch Charges Step 3.png

If user tries to generate the quotation for the same container number, then user will get the below validation.

Fetch Charges Step 3a.png

Business rules for fetching the container charges:

Below are the pre-requisites 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. The user can provide more than 20 containers or one Big BOL, in this case the charges are not generated immediately. The system generates quotation first.

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

Generate Draft invoice & payment settlement:

Once Customer has reviewed charges, user can proceed to request for Draft invoice generation. User will be redirected to new page where he can perform following actions: -

a. View basic Draft Invoice details: User can view the basic draft details like Invoice number, no. of invoices, invoice date and time, tax fee and total amount.

b. Download Draft invoice (*.pdf): User can download the invoice in pdf format.

c. Settle invoice through various payment channels: User can settle the invoices through credit account, bank receipt upload, and Bank entity payment.

The Settlement of invoice would be allowed through upload of Bank deposit receipt and Bank Entity and Credit. Customers need to provide following information to request invoice and payment settlement:

a. Bank Ref #

b. Bank Name

c. Transferred Amount

d. Upload the Bank Receipt

 

Steps

  1. Click on the PROCEED button in the fetch charges page.

    Generate Draft Invoice Step 1.png

  2. The Draft Invoice Summary page is displayed.

    Generate Draft Invoice Step 2.png

  3. On clicking the View Invoice Summary hyperlink, to view summary.

    Generate Draft Invoice Step 3.png

  4. A Draft Invoice Summary pop-up window opens up.

    Generate Draft Invoice Step 4.png

  5. To download the Draft Invoice Summary, click Download Draft Invoice.

    Generate Draft Invoice Step 5.png

  6. An Invoice is downloaded in your system.

    Generate Draft Invoice Step 6.png

  7. The downloaded invoice gives the detailed picture of all the charges applied.

    Generate Draft Invoice Step 7.png

  8. The user has two following payment methods to proceed with the payment:

    1. Upload Bank Receipt

    2. Bank Entity Reference Payment

      Note: The above two payment methods are available only for the cash customers. If the user is a credit customer, then the user gets three payment methods such as, Upload Bank Receipt, Bank Entity Reference Payment and Credit.

      Generate Draft Invoice Step 9.png

  9. To proceed with the payment, click PAY NOW.

    Generate Draft Invoice Step 8.png

    1. If the payment already exists for the same draft invoice, a Confirm pop-up window appears on the screen, if the user has already initiated the payment. Click YES to create continue for another payment.

      Note: If customer is willing to pay again for the same draft invoice, then the customer can click on YES. However, the payment is marked as duplicate in the receipts module.

      Generate Draft Invoice Step 9a.png

  10. If the user selects payment method as Upload Bank Receipt, then the following screen is displayed.

    Generate Draft Invoice Step 10.png

  11. In the Bank Deposit Receipt section, the user must enter the Bank Reference No., Bank Name, Remarks if any, and click ADD FILE to upload the receipt.

    Generate Draft Invoice Step 11.png

  12. The maximum size of the file must be 2MB, and the file format must be either PDF, PNG, or JPEG.

    Generate Draft Invoice Step 12.png

  13. Click PROCEED.

    Generate Draft Invoice Step 13.png

  14. The system navigates the user to the Receipt Uploaded Successfully page.

    Generate Draft Invoice Step 14.png

Once user submits the request, request will be sent to the payment approval module.

  1. 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.

15.1 Click Pay Using Credit.



Generate Draft Invoice Step 15.1.png

 

15.2 An Upload Credit Authorization pop-up appears on the screen. Add the required documents.

 

Generate Draft Invoice Step 15.2.png

 

15.3 A success message of Credit payment Initiated appears on the screen as depicted in the image below.

 

Generate Draft Invoice Step 15.3.png

 

 

  1. If the user selects payment method as Bank Entity Reference Payment, then the following screen is displayed.

16.1 Select Bank Entity Reference Payment and click PAY NOW.

Generate Draft Invoice Step 16.1.png

16.2 Following screen is displayed.

Generate Draft Invoice Step 16.2.png

  • This payment method is like an asynchronous payment method.

  • Once the user selects this payment method, the system shows them a unique reference number.

  • With the help of this unique reference number the user can make the payment either by going to a bank or ATM against the invoice.

Once the payment is done by the user, the bank pushes that information to CCS via middleware.

  • The bank pushes the information of successful payment against the reference number to the middleware, and then from the middleware the information flows back into the CCS system. The CCS system calls the Zodiac to convert that draft invoice into a final invoice and also mark that particular invoice as settled.

  • Once the payment is success then CCS trigger the TOS call for finalization and settlement.

  • If customer attempts duplicate payment for the same draft invoice, then system always retries to validate existing draft invoice.

  • Click here to know more about the retry mechanism

The invoice reflects in the Receipts module.

Business rules for Generate Draft invoice & payment settlement:

  • User is allowed to enter same bank ref# again. In case, customer wants to settle multiple invoices with single reference number, same will be supported on Fetch Invoice Page.

  • Draft invoice for same container cannot be create until previous Invoice is deleted.

 

 

 

 

 

 

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