Training Module: Auto-Creation of Sales Order from Service Orders

Objective

To enable users to understand and utilize the automated generation of Sales Orders from submitted Service Orders using M BL No and Manifest as reference points.

🔧 Feature Overview

This functionality allows ICD operators to:

• Aggregate multiple Service Orders into a single Sales Order.
• Calculate billable days automatically.
• Generate accurate billing for storage charges based on ICD rules and container usage.

🧭 Step-by-Step Process

1. Triggering the Function

• Access via custom button or manual trigger on Service Order Dashboard.
• System receives m_bl_no and verifies if any associated Service Orders exist.

2. Validations

• All Service Orders must be submitted.
• If drafts exist, the user is notified to submit them first.
• If no submitted orders are found, a message is displayed.

3. Fetching Data

• Retrieves all Service Orders with the same M BL No and Manifest.
• For each, fetches the associated container and ICD TZ Settings.

4. Calculating Billable Days

• Iterates over container_dates to determine billable days.
• Applies rules from ICD TZ Settings to decide charge type: Single or Double.
• Filters out already-invoiced dates.

5. Itemization

• Each service line in the Service Order is evaluated:
  • If it matches a storage service (single/double, 20ft/40ft), it calculates qty = no. of billable days.
  • Captures references to billable container dates.

6. Sales Order Creation

• Combines customer, consignee, and price list details.
• Adds line items with quantity and charge reference.
• Calculates taxes and totals.
• Saves the Sales Order and returns a confirmation message.

7. Linking Back

• Updates all source Service Orders to reference the newly created Sales Order.

📌 Key Notes

• Ensure correct configuration in ICD TZ Settings for storage items and charge ranges.
• Containers without billable days will result in zero-qty lines.
• Avoid creating orders with zero qty by validating the item list before submission.