Objective : Allows KART companies to create invoice to bill customer for the services provided.

2 screens available. 1st screen cover billing party and booking relevant service charges. 2nd screen focus on invoicing details.

The invoice UI consists of the following sections
(i) Billing Info
(ii) Booking Info
(iii) Booking Service Charge Items
(iv) Invoice Details
(v) Invoice Detail List
(vi) Invoice Summary

The details for each individual section are as per below.

(i) Billing Info
==========
1) Customer
- Get List of customers whereby the login company directly / indirectly serve them (Indirectly meaning doing pickup, transit or delivery for the customer on other KART company behalf)
- No adhoc customer. All customers shall be put into Customer Management.

2) Billing Party - Customer, Master Customer, Shipper, Consignee and Others

3) Currency
- If Billing Party = Customer, Load default currency for customer
- If Billing Party = Master Customer, Load default currency for Master Customer
- Billing Party = Shipper, Consignee, Others, Load default currency for customer

(ii) Booking Info
============
1) Load only booking with created service charges & not selected for billing only.

2) The Booking info data table should support Search for locating desired booking.
- Phase 1 : Search String
- Phase 2 : Multiple Levels of Filter - Date Range + Status + Shipper + Consignee

3) The booking info data table comes with Action column for bill the selected booking or bill All bookings.

4) The label of "Total Selected Booking : xxx" indicates the summary of how many bookings selected for generating invoice.
- [Additional Note] : R/S between booking & invoice is M:M.

Booking Service Charge Items
=======================
1) The booking service charge item data tables populate list of service charges corresponding to the selected booking that matched the billing currency

2) Both billed and unbilled service charges shall be displayed. The checkbox for unbilled service charge is disabled.

2) The booking service charge items should group by Booking No

3) There is action column available for selection of service charges to be incorporate into billing.

4) There is a summary at the bottom of the Booking Service Charge Item Section to indicates Number of Service Charge(s) selected & Total Amount for Service Charge(s).

Upon completion of the following info, user is expected to click on the "Next" button to navigate to new interface to enter Invoice Details and verify the summary. Click "Cancel" or "X" shall pop up confirmation whether they going to discard the record.

Upon clicking on the "Next" button, the system should validate all compulsory fields have been entered and at least one service charge has been selected for invoicing.

Invoice Details
===========
1) Invoice Type : Normal or Tax

2) Invoice date : Default Current date

3) Checkbox to indicates pay on behalf (so that not go into P&L)

4) Option to indicate whether it is Transportation / Trucking invoice or Duty / Service invoice.

5) Payment Term
If Billing Party = Customer, Load default payment term for customer
- If Billing Party = Master Customer, Load default payment term for Master Customer
- Billing Party = Shipper, Consignee, Others, Load default payment term for customer

Invoice Detail List
==============
1) Invoice Details section provide List of service charges group by booking
- Phase 1 : Read Only
- Phase 2 : Support Removal of unwanted booking / service charges
- Phase 3 : Provide hyperlink to back to previous page for reselection of booking and service charges

Invoice Summary
=============
1) Provide summary of invoices in terms of Total Invoice and Tax Breakdown

Upon clicking the "Add" button, the system shall submit and save the customer billing and navigate back to the Customer Invoice Listing Page. Click of "Back" button allows user to back to Previous Screen. Click on "X" to Cancel the customer invoice.
- 2nd Phase : Provide checkbox to confirm invoice if the user has the access right. Upon confirmation, user shall be navigate back to customer invoice listing page. The invoice record shall be marked as Confirmed.
- 3rd Phase : Provide option to back to the Add Invoice UI for ease the user from keep on navigating between Listing and Add UI.


Estimation Duration for 1st UI Draft : 20hrs
Internal Deadline : 16hrs