Parse Freight Invoice

The Parse Freight Invoice action is available in the More Actions submenu. This functionality automates the import of freight invoices from a selected XLS file.

Invoice Preview Window

After a file is selected, a preview window opens. It consists of three main sections.

  1. File Preview

    Displays the content of the parsed XLS file.

  2. Freight Invoices to Create

    • Contains a list of freight invoices ready for creation.

    • The system automatically adjusts invoice sequence numbers to prevent duplicates
      (for example: 001, 002, 003, etc.).

  3. Wrong Freight Invoices

    • Displays invoices that cannot be created.

    • The reason for exclusion is shown in the ‘Wrong Description’ column.

Conditions Preventing Invoice Creation

A freight invoice is not created under the following conditions.

  1. Duplicate Invoice

    An invoice is considered a duplicate if all of the following fields match an existing invoice:

    • Payer

    • Client

    • Loading Port

    • Discharge Port

    • Invoice Date

    • Due Date

    • Status

    • Voyage

  2. Missing Required Data

    Invoice creation is blocked if any of the following data is missing:

    • Bill of Lading not found

    • Voyage not found

    • Payer not found

    • Client not found

    • Issued By not found

    • Bank Account not found

    • Invoice Date is empty

Invoice Editing

  • Any invoice from both lists can be opened for editing by double-clicking the row.

  • Once an invoice from the Wrong Freight Invoices list is corrected, it is automatically moved to the Freight Invoices to Create list.