General

1. To retrieve booking/MRWB list when issuing invoice and costing, we need a start and end window or else the list will grow too huge as time goes by. For invoice, we control by only returning list of bookings with unbilled service charges. However, there is no way to control the size of booking list for costing. Should we consider re-implementing the lock booking feature? Please advise.

Customer/Internal Invoice

1. At which status an invoice is allowed to create CN/DN for? Right now we suggest only allowing the user to create CN/DN after the invoice is in confirmed state.
2. Does CN / DN have pay on behalf? Right now we assume yes and implement in that direction. Please let us know if this is incorrect.
3. Please help us to clarify:
   • Would TH side want to use their format for tax invoice, CN/DN and receipt, or use our standard version?
   • Sample template for CN/DN.

Costing

1. When a vendor bill us on one batch without itemized billing, how do we decide in what proportion the cost is to be distributed back to individual bookings?
   For example, the vendor bill us $10,000 for 3 shipments (1 FTL, 2 LTL). How to decide how much cost each booking bear? Note that:
   • All 3 shipments are from different routes (different mileage).
   • Cost for the FTL shipment has unfair advantage if calculated based on chargeable weight.
2. How to handle when vendor issue to us a CN/DN for previously confirmed invoice in CBTS? Please also consider impact on SUN4.

Invoice Print Templates

1. The standard print template is as attached.
2. The normal invoice and tax invoice will carry the same layout and contents. The only difference between the two is the document title, which will show whether the printout is an "Invoice" or "Tax Invoice".
3. Normal and tax invoice shall be treated the same in CBTS. It is only a print configuration to show as the printout title.
4. This approach is similar for invoice, CN and DN.

Invoice printout types