> ## Documentation Index
> Fetch the complete documentation index at: https://docs.jadenet.id/llms.txt
> Use this file to discover all available pages before exploring further.

# Shipment lifecycle

> Follow a JADE-ELS shipment from master data and order entry through documents, charges, finance, reporting, and job closure.

The shipment lifecycle links operations and finance through a common job reference. The exact forms differ by freight mode, but the control points are consistent.

<Steps>
  <Step title="1. Prepare master data">Confirm the customer, shipper, consignee, vendor/carrier, route locations, currency, exchange rate, charge codes, and accounting mappings.</Step>
  <Step title="2. Create the shipment order">Choose Seafreight, Airfreight, or Landfreight. Enter the service, parties, cargo, route, schedule, responsibility, and external references.</Step>
  <Step title="3. Confirm the job reference">Save the order and use its generated reference in all documents and financial transactions.</Step>
  <Step title="4. Prepare operational documents">Create the shipping instruction and applicable transport documents, such as the Bill of Lading or Air Waybill. Complete draft review before final release.</Step>
  <Step title="5. Record estimates and actual charges">Add buying and selling charges using the correct charge code, party, currency, exchange rate, tax treatment, and job reference.</Step>
  <Step title="6. Process expenses and billing">Create advances and settlements for operational disbursements. Create vendor bills and customer invoices through the configured workflow.</Step>
  <Step title="7. Approve and post">Complete each document's approval and posting steps. Verify its status before starting a dependent transaction.</Step>
  <Step title="8. Pay and collect">Use Cashier Management to create payment or receipt vouchers and allocate them to the approved open documents.</Step>
  <Step title="9. Monitor and reconcile">Review milestones, missing documents, estimate-to-actual variance, unbilled jobs, AP/AR, outstanding advances, and job profitability.</Step>
  <Step title="10. Close the job">Close only after operational delivery, documentation, billing, costs, advances, settlements, and financial allocations are complete.</Step>
</Steps>

## Required control checks

| Before                         | Confirm                                                                         |
| ------------------------------ | ------------------------------------------------------------------------------- |
| Saving an order                | Correct office, service, customer, parties, route, cargo, dates, and references |
| Releasing a transport document | Approved party names, cargo, quantities, route, terms, and identifiers          |
| Posting a charge or invoice    | Correct job, counterparty, currency, exchange rate, tax, amount, and evidence   |
| Paying or receiving            | Approved open source document, correct account, value date, and allocation      |
| Closing a job                  | No unresolved operational or financial item remains                             |

<Warning>Never close a job only because the physical shipment is complete. The job remains financially incomplete while charges, invoices, vouchers, advances, settlements, or allocations are unresolved.</Warning>

## Related guides

<CardGroup cols={3}>
  <Card title="Sea Freight" icon="ship" href="/modules/seafreight">Ocean shipment procedures</Card>
  <Card title="Expense Management" icon="receipt" href="/modules/voucher-management">Advances and settlements</Card>
  <Card title="Cashier Management" icon="building-columns" href="/modules/cash-and-bank">Payments and receipts</Card>
</CardGroup>