Multiple Job Note Creation

Job Note Details Group

Select Note Type; Accounting, Delivery, Job, Miscellaneous, Forwarding, Notification, WIP, Check In/Out. When Posted, the notes will then show on the specific tab in the Notes.

NOTE: The Note Type defaults to ‘Job Note’ in ADD Mode.

Mandatory

Blank

Select Air or Sea.

This section criteria is not applicable for Manual Entry.

Mandatory

Blank

Select Import or Export.

This selection criteria is not applicable for Manual Entry.

Mandatory

Blank

Indicates if the record has been Posted.

Yes and No values.

Read-Only field.

NOTE: You cannot UPDATE or DELETE a Posted Entry.

System Generated

N/A

The Date the record was Posted.

Read-Only field.

System Generated

N/A

The UserID that Posted the record.

Read-Only field.

System Generated

N/A

Internal Reference Number.

Generated when the record is Saved.

Read-Only field.

System Generated

Unique Document Number

Date the record was created.

Auto-populates in ADD Mode.

Read-Only field.

System Generated

Current Date

Load Method for Job Numbers

Option to retrieve/load the Job Numbers using the Transport Details from the Import/Export Jobs.

When this method is selected it will show the details in the Transport Details Group.

NOTE: ONLY looks at data in the last 180days that match the criteria entered.

Mandatory

N/A

Option to retrieve/load the Job Numbers using the Container Number that has been attached to the Import/Export Jobs.

When this method is selected it will show the details in the Container Details Group.

NOTE: If Air Import or Air Export has been selected then this Load Method is not applicable.

Mandatory

N/A

This allows the user to add the Job Numbers manually in the Job Number Details Group.

NOTE: The Job Type and Job Mode are not applicable for this Load Method.

Mandatory

N/A

Transport Details Group

(ONLY looks at data in the last 180days)

ALL fields in this Group MUST be populated for the Job Numbers to be retrieved/loaded that match the criteria entered. If there are Job Numbers where these fields are blank then they will not be shown.

NOTE: Once the Job Numbers are retrieved, the system still allows you to manually add Job Numbers of any Job Type & Job Mode.

The Vessel or Airline field will be shown depending on the Job Type selected.

Vessel – Vessel field from the Sea Import/Export Job Screen.

Airline – Airline Code 1 / Airline fields from the Air Import/Export Job Screen.

NOTE: The condition of the Vessel Code field & Description field depends if 1-Stop Module is turned on or off (AU) and Customs Module is turned on or off (NZ).

Mandatory

Blank

The Voyage ID or Flight No field will be shown depending on the Job Type selected.

Voyage ID – Voy ID / Voyage ID fields from the Sea Import/Export Job Screen.

Flight No – Flight No 1 / Flt No fields from the Air Import/Export Job Screen.

Mandatory

Blank

The ETA Dest or ETD 1 field will be shown depending on the Job Type & Job Mode selected.

ETA Dest – ETA Dest field from the Air Import Job Screen.

ETD 1 – ETD 1 field from the Air Export Job Screen.

Mandatory

Blank

The Dest. Port or Orig. Port field will be shown depending on the Job Mode selected.

Dest. Port – Dest Port / Destn Port from the Sea/Air Import Job Screen.

Orig. Port – Origin Code Port from the Sea/Air Export Job Screen.

Mandatory

Blank

Container Details Group

NOTE: Once the Job Numbers are retrieved, the system still allows you to manually add Job Numbers of any Job Type & Job Mode.

This is the Container Number that is attached to the Sea Import/Export Job in the Container Details Tab.

Mandatory

Blank

Manual Entry

This Load Method allows the user to add the Job Numbers Manually.

Notes Group

Enter in appropriate Notes.

Once the record is posted, the notes will then be updated on the specific Note Tab (depending on Note Type selected) of the Notes screen, against the Job Numbers that were entered in the Job Number Details Group.

55 characters permitted per line.

Unlimited number of lines.

Mandatory

Blank

Job Number Details Group

The Job Number can be auto-populated via the Transport Details or Container Details Load Methods. The Job can also be manually entered if the Manual Entry Load Method is selected. The Notes entered will apply against these Job Numbers listed.

NOTE: You can amend the Job Numbers added via the Insert, Append and Delete buttons shown at the foot of the screen, when the Job Number line is selected.

Once the record has been saved, you can double click on the row and it will direct the user to the Job Number selected.

Mandatory

Blank

Auto-populated when the Job Number is entered.

Read-Only field.

Mandatory

Retrieved from associated Job

Auto-populated when the Job Number is entered.

Read-Only field.

Mandatory

Retrieved from associated Job

Action Buttons/Links

When this button is selected, it will then apply the Note to the Job Numbers listed in the Job Number Details Group.

It will change the indicator in the ‘Posted?’ Field from No to Yes. The record will still exist in this screen as a view only.

The user can view the Entry added via the Job Notes window in the Import Job screen.

NOTE: You cannot UPDATE or DELETE a Posted Entry.

The system allows you to copy a Posted and Non-Posted record.

If you Copy a Posted record then it will update the record with a new Doc No and set the ‘Posted?’ indicator

(Positioned in the Options Menu)

When the OK button is selected, you have the option to Post the entry each time the record is Saved. The following message will be shown:

“Do you wish to post this job note now?”

If YES, then the record will be Posted and the ‘Posted?’ field will show YES, along with the Posted Date, Posted Time and Posted By fields being populated.

If NO, then the record will be Saved but NOT Posted and the ‘Posted?’ field will show NO.