IT/2015/01. Online Invoice. 1. Scope of this project: 1.1 Details about Online Invoice: Kuantan Port Consortium Sdn. Bhd. Scope of this project: 1

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1 1. Scope of this project: We are upgraded our online invoice system to new version of system. In this new system, we improve the system performance and we implemented new layout of the page. Here we added some of the new features. 1.1 Details about Online Invoice: This is the web based application and also upgraded from.net 2.0 to.net 4.0 For the new user registration, we provide online registration. The user can access the following reports from this system. 1. Invoices Use a. Shipping Invoice b. Variable / Fixed Rental Invoice c. Marine Invoice d. Dock / Stev / Harb Invoice e. Stevedore Invoice f. Port Charges Invoice g. Proforma Invoice h. Container Invoice 2. Receipt Use 3. Credit Note Use 4. Debit Note Use 5. Debtors Outstanding In the new system, All the invoices can be filter by voyage code. In the new system, we integrated to Single Sign On. So our internal people also can access this system. Here we are using offline database, so if the invoice is generated by IPMS today means, the user can see their invoice by next day. The replication process from IPMS to our offline database on everyday mid-night 12 o clock. Kuantan Port Consortium Sdn. Bhd. Scope of this project: 1

2 Failed Online Invoice 2. System Flow: 2.1 New User Registration Start Enter all the required Details Process for validation Validation Process Success The System will send verification to user 1 Is User Verification Success Is User Details approved by KPC Yes Success The System will send for Approval request to KPC The System will send acknowledge to User 1 Stop Kuantan Port Consortium Sdn. Bhd. System Flow: 2

3 Valid User Invalid User Online Invoice 2.2 Existing User Process Start Enter User Name & Password for Login User Authentication Process by System Valid User, But First Time Login (2 Type) Existing user from old system is consider as a First time login New user register by Online Request. The System will ask you to verify your details. You can update User Full name & ID Update the User Details Redirect to Invoice Page Stop Kuantan Port Consortium Sdn. Bhd. System Flow: 3

4 3. Screen Shot: 3.1 Login Screen: Click this link to register new User After provide user name & password. Please click here to login User Name : Provide your User Name in this box. Password : Provide your user password in this box. Login Button : After provide appropriate values in username & password. You can click the login button to process. After successful validation process, user can see the invoice page. Register(Link) : Please use this link, to register new users in online invoice system. Kuantan Port Consortium Sdn. Bhd. Screen Shot: 4

5 3.2 User Registration Process: After fill-up all your detail. Please here to register The above image is showing the user registration form. Currently you can user this registration from for online invoice system only. In this form the following details are mandatory field. User must provide all this details Company Name Registration No.(ROC) Registered Address State Postcode Telephone No. Fax No. Register by(name) IC / Passport No. Login User Name Kuantan Port Consortium Sdn. Bhd. Screen Shot: 5

6 Login Password Please note the Password must contain: Minimum 6 and Maximum 12 characters At least 1 Upper Case Alphabet, 1 Lower Case Alphabet, 1 Number and 1 Special Character. No. Of User Required (Please provide 1 in this box) Tick Online Invoice The Customer Account Information is very important to our system. Based on your account number, the system will provide your invoice and other details After providing all your information, please click on register button. Below image is a sample screen for User registration with appropriate content After fill-up all your detail. Please click here to register Kuantan Port Consortium Sdn. Bhd. Screen Shot: 6

7 After Successful registration, the System will send verification to users. After sending by system, you can see the below image in your browser. User must be verify their user name by using send by our system. The user will receive the as show in below image. Click this link to confirm your user details Kuantan Port Consortium Sdn. Bhd. Screen Shot: 7

8 Please click on the link in your as shown in above image. Once you click and verify your account, the system will show you the below image After your verification, the system will send to KPC and requesting about your user access approval. If your user details are approved by KPC means you will receive an acknowledgement . After receiving this , you can access our online invoice system. Kuantan Port Consortium Sdn. Bhd. Screen Shot: 8

9 After user approval, please go back to login screen and try to login with your user details If your user details are valid means, the system will check about your first time login status. If yes means, the system will show first time login screen as given below image. Please Click this button to add company details Please click Next button in the above screen. It will redirect the page to Company Details screen as show below, Click this button to save your details Kuantan Port Consortium Sdn. Bhd. Screen Shot: 9

10 In the Company Detail screen you can modify the following details only. R.O.C No Address 1 Address 2 City State Postal Code Phone Numbers Contact Person IC/Passport No Address Web Site Address After fill your details, please click on Agree & Next Button If your company details are updated successfully means, you can see the below screen. Click this button to finish mapping process In the above screen please click on Finish Button to go back login screen to process your login. The final step is you need to verify and update your details as given below screen Kuantan Port Consortium Sdn. Bhd. Screen Shot: 10

11 Click this button to update user details In the above screen, you can update only your Full Name and id. After click on Update and Next button you can see the invoice page as given below. Click this down arrow to show or hind the parameter window Click this right arrow to show or hind the menu window Kuantan Port Consortium Sdn. Bhd. Screen Shot: 11

12 3.3 Invoice Page: The given below screen shows the full view of parameter and menu window. Menu Bar Parameter Window Menu Window The Parameter windows is having the following details Company Name : You cannot change this details. By default, the system will fetch details as per your account number. Account Holder : It will have only your company details based on your account number. Kuantan Port Consortium Sdn. Bhd. Screen Shot: 12

13 Invoice Type : This is have the following invoice type. In this list you can select any one option to see your corresponding reports Filter By Date : If you want to show your invoices as per invoice dates. You can select this option. Filter By Payment : If you want to show invoice details based on payment means you can select this option : This is the final parameter. In this list if you select 1. None - The system will omit this parameter 2. Invoice number - The system will show only related invoice details 3. Voyage No The system will show all the invoice with related voyage number. Show Button : When you click this button, you can see your invoice details inside the page Save as PDF : Using this button you can download the invoices as PDF format Sent Mail : This is the common button in all our reports. When you click this button you can see below screen In the above screen, please provide the To Address, Message and click Sent button. Then the system will send to corresponding person with the selected invoice Kuantan Port Consortium Sdn. Bhd. Screen Shot: 13

14 3.4 Receipt Page: The given below screen shows the Receipt Page with full view of parameter. The Parameter windows is having the following details Company Name : You cannot change this details. By default, the system will fetch details as per your account number. Account Holder : It will have only your company details based on your account number. Filter By Date : If you want to show your receipt as per receipt dates. You can select this option. Receipt No : Based on Receipt Number you can see the receipt details Show Button : When you click this button, you can see your receipt details inside the page Save as PDF : Using this button you can download the receipt as PDF format Sent Mail : Using this button you can send your receipt details as . Kuantan Port Consortium Sdn. Bhd. Screen Shot: 14

15 3.5 Credit Note Page: The given below screen shows the Credit Note Page with full view of parameter. The Parameter windows is having the following details Company Name : You cannot change this details. By default, the system will fetch details as per your account number. Account Holder : It will have only your company details based on your account number. Filter By Date : Based On credit note date you can see credit note details Credit Note No : Based on Credit Note Number you can see the Credit note details Show Button : When you click this button, you can see your Credit note details inside the page Save as PDF : Using this button you can download the Credit note as PDF format Sent Mail : Using this button you can send your credit note details as . Kuantan Port Consortium Sdn. Bhd. Screen Shot: 15

16 3.6 Debit Note Page: The given below screen shows the Debit Note Page with full view of parameter. The Parameter windows is having the following details Company Name : You cannot change this details. By default, the system will fetch details as per your account number. Account Holder : It will have only your company details based on your account number. Filter By Date : Based On date you can see your debit note details Debit Note No : Based on Debit Note Number you can see the Debit note details Show Button : When you click this button, you can see your Debit note details inside the page Save as PDF : Using this button you can download the Debit note as PDF format Sent Mail : Using this button you can send your Debit note details as . Kuantan Port Consortium Sdn. Bhd. Screen Shot: 16

17 3.7 Debtors Outstanding Page: The given below screen shows the Debtors Outstanding Page with full view of parameter. The Parameter windows is having the following details Company Name : You cannot change this details. By default, the system will fetch details as per your account number. Account Holder : It will have only your company details based on your account number. Show Button : When you click this button, you can see your Outstanding details inside the page Save as PDF : Using this button you can download the outstanding report as PDF format Sent Mail : Using this button you can send your outstanding report as . Kuantan Port Consortium Sdn. Bhd. Screen Shot: 17

18 3.8 Change Password Page: You can change your password by selecting menu from User Setting Change password Change password page is shown below screen The Change password page is having following details, Old Password : You must provide your old password to change it. New Password : Provide your new password in this textbox Please note the Password must contain: Minimum 6 and Maximum 12 characters At least 1 Upper Case Alphabet, 1 Lower Case Alphabet, 1 Number and 1 Special Character. Confirm New Password : Re-type your new password Change Password : When you click this button, the system will do validation process and if the validation is success means the system will change your old password to new password Cancel : When you click on this button. The change password process will cancel and go back to invoice page. Kuantan Port Consortium Sdn. Bhd. Screen Shot: 18

19 3.9 Change User Details: You can change your details by selecting menu from User Setting User Account Details In this screen you can change only the following deails User Full Name Address The User Account Details screen is given below, a Kuantan Port Consortium Sdn. Bhd. Screen Shot: 19