Training Module: Sales Invoice Reference Updates for Container Services

Objective

To train ICD operations staff and system administrators on how the system automatically updates sales invoice references across all related container and booking records upon submission of a Sales Invoice.

🔧 Feature Overview

This feature ensures all container-related services—such as transport, handling, storage, and inspections—are traceably linked to their respective Sales Invoice. It enhances traceability, audit readiness, and process integration within the ICD system.

🧭 Step-by-Step Process

1. Trigger Point

• The process is triggered on on_submit of the Sales Invoice.
• Additionally, validation logic is triggered on before_save.

2. Initial Validation

• Checks if the m_bl_no is available on the invoice.
• Skips if not present or if the invoice is a Return Invoice (is_return = 1).

3. Item-Based Reference Updates

For each item in the invoice:

• The system uses ICD TZ Settings to identify the item category:
  • Transport Items → Updates t_sales_invoice on Container Reception.
  • Shore Handling Items (T1/T2, 20ft/40ft) → Updates s_sales_invoice on Container Reception.
  • In-Yard Booking Item → Updates s_sales_invoice on In Yard Container Booking.
  • Custom Verification Item → Updates cv_sales_invoice on In Yard Container Booking.
  • Removal and Corridor Levy Items → Updates r_sales_invoice / c_sales_invoice on Container.
  • Storage Items → Updates sales_invoice on each matching row in container_dates.

4. Special Handling

• Updates Inspection Records in Container Inspection Detail if the service is matched.
• Changes container status to "At Gatepass" after certain updates, signaling readiness for dispatch.

5. Link Back to Service Order

• Finds all Service Orders linked to the same Sales Order.
• Updates their sales_invoice field with the submitted invoice’s ID.

🗂️ Records Affected

• Container Reception
• In Yard Container Booking
• Container
• Container.container_dates
• Container Inspection
• Service Order

🧠 Key Learning Points

• Data Consistency: The invoice is centrally linked to all relevant operational records.
• Automation: Reduces manual effort in updating references and avoids errors.
• Status Management: The system auto-updates statuses to reflect processing stage ("At Gatepass").
• Custom Config Dependency: Relies heavily on correct mapping in ICD TZ Settings.

⚠️ Important Notes

• Ensure all ICD settings are up to date with valid item codes.
• Container child refs in storage must match container_dates.name.
• Return invoices (is_return = 1) do not apply invoice reference updates.