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Purpose

Use Sea Freight to manage ocean import/export jobs, including FCL and LCL orders, Shipping Instructions, Bills of Lading, consolidations, milestones, charges, billing, and financial completion.

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Preconditions

  • The user has Sea Freight access for the correct office/branch.
  • Customer, shipper, consignee, carrier, agent, ports, vessel/voyage, package/container types, currencies, and charge codes exist.
  • An approved quotation or pricing instruction is available where required.
  • Booking and document instructions have been received.
  • The user knows the service code and B/L review, lock, and release procedure.

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Workflow

  1. Create and save the sea freight order.
  2. Confirm booking and schedule.
  3. Prepare the Shipping Instruction.
  4. Prepare and review the draft B/L; the B/L itself does not use the transaction-approval workflow.
  5. Set the B/L release type and finalize/lock the reviewed document.
  6. Link consolidation when applicable.
  7. Record estimates and actual charges.
  8. Create bills, invoices, and expense transactions and complete their applicable approvals/posting.
  9. Monitor milestones, reconcile profitability, and close the job.
The process map separates B/L review/finalization from the approval and posting controls used by financial documents.

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Step-by-step

1

Create the order

Open Seafreight > Order > New. Enter office, service, customer, parties, FCL/LCL mode, cargo, ports, schedule, carrier, salesperson/operations owner, and booking reference.
2

Save and confirm the job reference

Use the generated reference for every related document and transaction.
3

Prepare the Shipping Instruction

Verify document parties, cargo description, marks/numbers, packages, weight/measurement, route, vessel/voyage, freight terms, and special instructions.
4

Prepare the Bill of Lading

Enter B/L parties, ports, vessel/voyage, container/seal data, cargo, freight terms, and release method. Generate a draft for review.
5

Review and finalize the B/L

Generate the draft, resolve corrections, set B/L Release to Original, Telex Release, or Seaway Bill as applicable, complete issue details, and finalize/lock the reviewed document. The B/L does not use Ask For Approval.
6

Manage consolidation

Link house jobs to the correct consolidation/master movement and reconcile shipment totals.
7

Record charges

Add buying and selling lines using the correct party, charge code, unit, quantity, currency, rate, tax, and job reference.
8

Process finance documents

Create advances/settlements, vendor bills, customer invoices, payments, and receipts through their controlled workflows.
9

Monitor and close

Update milestones, resolve missing costs/unbilled revenue, review profitability, and complete job closing.

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Screenshots

No sanitized current-version Sea Freight screenshots are stored in the repository yet.
Recommended captures: Order list/detail; Shipping Instruction; draft B/L; container/seal tab; charge lines; monitoring view; job-closing status.

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Result

The sea freight job has a consistent job reference, approved transport documents, complete operational milestones, recorded buying/selling charges, posted financial documents, and a reviewed closing status.

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Approval

The B/L does not use the transaction-approval engine. Operational reviewers verify parties, route, vessel/voyage, cargo, packages, weight/measurement, container/seal numbers, freight terms, and release type before finalizing/locking it. Quotation, advance, settlement, bill, invoice, payment-voucher, inventory-release, and other financial approvals remain separate workflows where configured.

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Accounting Impact

The order and draft transport documents normally do not post directly. Estimated charges support accrual and profitability monitoring. Posted vendor bills create payables/expenses; posted customer invoices create receivables/revenue; cashier transactions settle balances; job closing can create closing journals according to configuration.

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Common Errors

Last modified on August 14, 2026