1 Equipment Edited by COSCON BPS BRIEF. 2 Brief Overview--- EQP Data Flow Chart IRIS-2 EQP modules...

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Equipment Equipment

Edited by COSCON BPS

BRIEF

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Brief Overview--- EQP Data Flow Chart

IRIS-2 EQP modules

EQP data flow only after successful creation / termination of EQP Lease Contract and/or successful EQP creation / termination ( EQP pool ) such that the container status is active

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Equipment Data Flow through three “parts”: Internet Equipment Management ( IEM ), IEIS ( locating is Sybase server) and IRIS-2 Equipment Module ( locating in Gemstone server ).

IEM For event capturing by depots / terminals upon a real equipment movement

event at their respective sites. It provides an enquiry function on booking information before the release of

equipment IEIS

For enquiring, recording, updating and correcting of all equipment movement and its related matters, including Equipment Enquiry, Inventory Enquiry, Event Log Enquiry, Event Edit, Rejection Handling, Report Generation, etc..

For creation of lease partners and contracts for equipment

Brief Overview

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IRIS-2Parking lot handler allows user to fix data

problem occurred when data pass from Sybase to Gemstone

Brief Overview( continue )

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Brief Overview---Summary Table

Environment Task(s) IEM ( Internet Equipment Management ) Event Capturing ( IEM functions, Excel file or EDI )

IEIS ( Sybase ) Equipment EnquiryEvent Log EditingIEM/EDI rejection log equiry/editing (Level 1 Validation)Inventory MenuPre-discharged Container EnquiryRestricted Use's EQP Enquiry Lease MenuEquipment CreationEquipment Profile MaintenanceEquipment TerminationEquipment Creation/Termination UndoParking Lot Event EnquiryTraffice Sheet Download

IRIS-2 ( Gemstone ) Parking Lot Handling ( from Level 2 Validation )

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IRIS-2 EQP Modules

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Event Capturing in IEM

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IRIS-2 EQP modules


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Event capturingAssistant functionsUsing excel file summit EQP event

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Event Capturing in IEM ---Internet Access for vendor

Users who are not COSCON staff can access IEM homepage through COSCON’s Internet IEM homepage. The website is http://inetapp.coscon.com/inetapp/iem-contents/iem-login.asp. Every facility has its own user ID, which is same as its facility code.

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Event Capturing in IEM ---Service menu

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Event capturing

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Types of Creation (with corresponding TCON movements listed)

• New owned EQP

• New leased EQP (LSI, ELI, DII)

• Shipper-own containers when start of shipment cycle (SOCI)

• Lease out return ( LOR ) (SLR)

Creation

Note: There is no new owned EQP now, so this selection in IEM Creation has been deleted.

For New leased EQP, like TCON Reference No., you need a right Authorization Number to update EQP Creation in new system, which will be assigned by Business Section of ECD Headquarters.

Equipment Creation

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---Concept of Authorization

Remarks: 1 Refer to Contract Prefix

2. Refer to Opzone

Contract Prefix*1, e.g. F for Free-Use, M for Master Lease etc.

Number start from 001

Region Code*2,

e.g. SCN


Contract Number that generated by IRIS-2 automatically when create contract with specific contract type.e

Authorization Number that generated by IRIS-2 automatically when create authorization for a specific region to use ( called on-hire ) the lease in container. User do the creation tasks should be given with this number by trade department or staff who issue authorization number before hand.

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Event capturing ---Event Creation

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Practically and currently, most of the creation are done in IEIS. It is because it is the most direct and user need to input authorization for the creation, which will be created in IEIS too. However, there we also introduce the creation function of IEM for reference since some of the depots / vendor may also need to do creation. For better view, we just copy the key content screen and paste here for demonstration.

In this creation screen, each event should be input in each individually. There are three major parts for each input event:

1. Event Date / Time 2. Equipment Details 3. Creation Details.

1.For Event Date/ Time, the default date is the current date. User could change the date by pointing mouse to the date fill and modifing. Same as year. For month, a scroll box is provided for user to choose from. User also need to input Time into the Time box next to the Year box.

2.For EQP details, user need to select the type of equipment (only container for region outside NAM). User also need to input the EQP number too. Besides, user need to input the S/T Group and S/T Code too.

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Activity Date & Time Creation Type

Unit Number For Leased Unit, Authorization Number should be supplied

For Shipper Owned Unit, No Authorization Number, but Booking

Number should be supplied

Both Unit Size/Type & its ISO SIZE/TYPE Code should be input here

---Creation online in IEM

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You could input 1-10 units each time, and press Submit to send out your data.

Press button Rest, system will ignore and clear all data you have

input, and waiting for new data input.

Press button Main menu, system will return back to its main menu,

which was shown in page 11

---Creation online in IEM (continue)

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Types of Termination (with corresponding TCON movements listed)

• Off-hire EQP (LSR, ELR, DIO)

• Loss of EQP: ATL, CTL, PTL (LOST)

• Shipper-own container after completion of shipment cycle (SOCO)

• Lease out to EQP ( LOT ) (SLO)

• Sales (SOLD)

Termination

Note: For Loss of EQP (LOST) and Sales (SOLD), only ECD Headquarters has here the right to update.

For Lease Out to EQP (SLO), like TCON Reference No., you need a right Authorization Number to update EQP Termination in new system, which will be assigned by Business Section of ECD Headquarters.

Equipment Termination

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Event capturing ---Termination

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Activity Date & Time

Termination Type

Unit Number

For Leased Out to EQP, Authorization Number

should be supplied

---Termination online in IEM

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For each IEM screen -

Enter or select information in the Summary Header fields.

Enter individual events.

Click Submit.

Event capturing ---Gate In / Gate Out

Vendor who perform Gate In / Gate Out activities are Outside Depot and Terminal. Each Outside Depot or Terminal is assigned with a specific facility code, e.g. HKG12, HKG01 etc such that gate in / out activity can be traced from the record of Sybase, IEIS. The data to show such a record, similar to creation is input in the following Gate In / Gate Out screen.

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For each IEM screen -

Enter or select information in the Summary Header fields.

Enter individual events.

Click Submit.

Event capturing ---Gate In / Gate Out

Vendor who perform Gate In / Gate Out activities are Outside Depot and Terminal. Each Outside Depot or Terminal is assigned with a specific facility code, e.g. HKG12, HKG01 etc such that gate in / out activity can be traced from the record of Sybase, IEIS. The data to show such a record, similar to creation is input in the following Gate In / Gate Out screen.

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Event capturing --- Stuff / Devan / Repack

Input for Repack:

The Cntr # field refers to the container that cargo is being removed from.

The Repack to Cntr# field refers to the container that cargo is being placed in.

Although stuff, devan and repack are sharing the same UI, they are meaning different procedures.

For stuff, it means packing LCL cargoes into the container, which is obtained by CFS. For OOCL equipment control, these containers obtained by CFS are issued through empty positioning plan so that container can be traced back.

For devan, it means retrieving cargoes out of the container by CFS also.

For repack, it means doing stuff and devan. Usually they are done for damage container. Once a repack activity is uploaded through IEM to Sybase, TWO events, stuff and devan will be triggered and stored in IEIS.

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Event capturing ---Change Status

This screen allows you to change the condition of a piece of equipment, and to assign a sub-condition to it.

Remarks: Use of status: user need to know that, if an event flow from IEM to IEIS and eventually to Gemstone and passes the two validations, then the status of the event will be updated when the event is passing back to Sybase from Gemstone.

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Event capturing ---For North America Region only

Chassis Pool On / Pool OffChassis Phase In / Phase Out /SwapEquipment Link / Unlink

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Event capturing --- Transaction Log

• This is where you specify the date range for the transactions that you wish to view.

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Event capturing --- Transaction Log

This is a sample of the transaction log that is generated based on the criteria entered on the previous screen.

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Assistant functions

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1. For a booking, it may requires one or more than one container.

2. General information of the booking.

3. Check B/L function allow depot user to know container status, for example, number of open slot available for the booking at a specific time point in order to decide whether to allow the empty gate-out / release of empty container for shipper/trucker who comes and request for empty container.

4. This part specifies any confirmed container number(s) and other useful info, e.g. shipper seal #, customs seal #, type, latest status ( event ) and event date/time ( local )

The above search result shows that the booking, 67248680 has booked two 20GP containers, and they are already loaded on the vessel of “P&O Nedlloyd Hudson”, with VD to be EU4-PHD-003W. POL is Shanghai and POD is Rotterdam. This two containers do not need to go for transshipment port and therefore it is blank for this field.

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Assistant functions ---IEM B/L Inquiry

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Assistant functions --- Change Password

To change your password:

Type your old password.

Then type your new password twice.

Click Submit

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Assistant functions --- Change Password

• This screen displays when an external user Logs On for the first time.

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Using Excel file submit EQP Event

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Using Excel file submit EQP EventBesides using the above functions, user can use a specially prepared excel file to submit EQP event to Sybase, it will be more easy and effective. Please note that the download files from bellow site were not designed to use for dialer user, we will supply Excel File to you solely.

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Using Excel file submit EQP Event

User need to have the following minimum Hard/Software Requirement:

1.PC connected to Internet 2.Window 95 or Window 97 ( Window 2K not test yet )3.Excel 95 or above ( English version )4.Internet Explore 4.0 or above

A template Excel (Internet Equipment Management ver 2.05) sheet will be supplied to all IEM users.

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This is the excel file layout user will see. It is divided into 4 major part:1. IEM pull down menu2. User logon details3. Row of input event 4. Action buttons

Note: This excel file runs with Marco, user need to click “Enable Macro” before file open

Introduce Excel Marco File

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IEM pull down menu locate next to Help menu 1

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Introduce IEM Pull Down Menu

IEM pull down menu:• User need to enter at least his/her belonging facility code and press tab to activate the IEM pull Down menu. 2. Go to IEM pull down menu and four functions are show, they are:

a. Creation / Terminationb. Container Movementc. Stuff / Devan / Repackd. Change Status

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We will go through each of these four function one by one.

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IEM Event Creation / Termination

1 Creation On-hire2 Creation New Container3 Creation Lease Out Return4 Creation Shipper Owned Container5 Termination Lease out 6 Termination Off-hire7 Termination Administrative Total Loss8 Termination Contructive Total Loss9 Termination Shipper Owned Container

10 Termination Sale

Container Movement1 Loading Full Box2 Loading Empty Box3 Discharge Full Box4 Discharge Empty Box5 Gate In Inbound Full Box6 Gate In Outbound Full Box7 Gate In Empty Box8 Gate Out Full Box to Consignee9 Gate Out Full Box Forward

10 Gate Out Empty Box to Shipper11 Gate Out Empty Box Repositioning

Cargo Level Operation1 Stuff2 Devan Full3 Devan Partial4 Repack

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**

* Note: this item will be removed later.

*

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Using Excel file submit EQP Event ---Submit event(s) to Sybase

1. Before submission, user need to input facility code, login ID and password. (For internal user, user need to input his/her email ID). For submit is by batch format of batc

h size of 20 event each time. 2. Submission is done by clicking the submit button. The status of the submitted event(s) will change to successful in case of successful submission. However, if the event fai

l for data validation, a error message will be returned.3. So, user is advised to use Data Validation first before Submission.

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Using Excel file submit EQP Event ---Submit event(s) to Sybase

4. User should be careful that not to mis-click the clear button. After a confirmation window for clear, all selected rows of event will be cleared without Undo. In this case, user

need to re-do all event(s) again.5. User may also use the “Import File” function for huge amount of events. Details of i

nput field specification please refer to separate sheet.

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Management in IEIS

IRIS-2 EQP modules


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Management in IEIS ---Event Precedence Logics

• Event captured in IEM should pass the 1st stage of validation done in IEIS – Sybase before it can be updated to IEIS-Sybase.

• The 1st stage of validation includes the following checking:

– Check the container number against the equipment master file; then

– Check the status of container concerned, i.e. active or inactive

– Check with the event precedence logics i.e. no load, no discharge, and no gate-in, no gate-out on the same facility. These logics will be further explained in next slide

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• There are two precedence logics that guard the flow of the events into IEIS. They are as below:

No Load, no discharge No gate-in, no gate-out at the same facility

• For “no load, no discharge”, the rationale behind is that a container cannot be discharged in the discharge port without loading onto the vessel beforehand. Sybase, therefore, will reject any discharge event if the previous event is not a loading one.

• For “no gate-in, no gate-out”, the rationale behind is that a container can only be issued at the facility if there is a relevant precedent gate-in event of it.

• The load, discharge and gate-in, gate-out at the same facility should be happened in pairs with the right sequence. While there is no such requirement for other events type.

• For example, a load event can come after a discharge, or without an immediate full gate-in event. In transshipment, a container can be directly transferred from one vessel to another in T/S port, i.e. discharge and then load.

• While a full gate-in not necessarily follow after an empty gate-out. In transshipment, the transfer from one vessel to another may be in different ports, thus a full gate-in can follow after a full gate-out, and then by loading.

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Scope of the validation:• When user capture or EDI for 'Issue' and 'Receive' events with EP as Doc-type and

'E'mpty as the container statusEmpty Plan Number validation:To validate EP-number (Doc-reference), the system checking are:1. Whether the Doc-reference is of 8 alphanumeric in length, if yes, go to point 2 below

other go to next slide2. The first character of the Doc-reference must not be numeric, and3. The EP-number (i.e. based on the Doc-reference) exists in the ODS-EP (after system i

s reading the data-record)

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When the Doc-reference is 8 numeric, the supplement logic check is as below:

• The system will further check if the EP number is 8 numeric, if yes• Check if the previous move is “Full” move (container with Full status move), if

yes• Based on previous move doc-reference above, assign Doc-type to BN to get

booking. If failed, assign Doc-type to BM to get BL. If either one successful, then• Get the shipment's IB-End-Leg to check the Empty Return location, if matched

with event incoming current location, then• Doc-type will be assigned either BN or BM (depending above) and Doc-

reference will be supplemented to this receive event based on the previous move doc-reference above.

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Management in IEIS--- Functions Provided

1. Equipment Enquiry2. Event Log Enquiry / Edit3. IEM/EDI Rejection Log Enquiry / Editing4. Inventory Summary Enquiry5. Inventory Detail Enquiry6. Pre-discharge Enquiry7. Restricted Use Enquiry8. Restricted Use Update9. Lease Contract Enquiry10. Lease Contract Maintenance11. Lease Partner Enquiry12. Lease Partner Maintenance13. Equipment Creation: Container/Chassis/Genset/Lease out return14. Equipment Profile Maintenance15. Equipment Termination16. Equipment Creation/Termination Undo17. Parking Lot Event Enquiry18. Traffic Sheet Download

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Management in IEIS--- Main Menu

Function bar

Display user’s update rights

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Equipment Enquiry

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After logging on to IEIS, the “Equipment Enquiry” page normally is opened. Otherwise click on Eqp Enquiry at the function bar 5

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11. Select equipment type you

want to enquire.

2. Enter Equipment number as a search criteria. If Chassis is selected, the State/Lic No will be enabled as well.

3. Click on “Find” button to start the search.

4. Click on Clear button to empty all fields.

5. Click on other tabs to view other aspects of the container concerned.

Equipment Enquiry

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Equipment Enquiry---Result sample

This page shows the current status of the equipment being enquired. The field values in blue mean that user can further click on them for more corresponding information.

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This page shows the movement history of the equipment being enquired. The field values in blue mean that user can further click on them for more corresponding information

Equipment Enquiry---Result sample(continue)

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This page shows the identification of the equipment being inquired. The field values in blue mean that user can further click on them for more corresponding information

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This page shows the Technical aspect of the equipment being inquired.

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This page shows the Technical Reefer information of the equipment being inquired, and will only be enabled if the equipment is of reefer type.

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This page shows the Off-hire Details of the equipment being inquired. If no information have ever been entered, a message “There are no records” will be displayed as in this example

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Event Log Enquiry / Update

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• This function is for enquiry to check the event log of our equipment by different enquiry criteria.• The event log display here depending on the office that the user belongs to;• If user can do enquiry, then by design he/she can do edit / delete for a specific event under the co

ntrol of his/her belonging office• There are several space that user can fill in as search criteria, but user need to know clearly their s

earching objective.• Enquiry by

• Exact equipment number, e.g. container number, like oolu123456 ( no check digit is needed ) or

• Event Received Date in the format of MMDDYYYY, where HH:MM is optional;• Event Activity Date in the format of MMDDYYYY where HH:MM is optional;• Svc/Vsl/Voy/Dir, e.g. SXX/OHK/035/E;• Partner ID is the PIN of EDI identification, mainly used for rejection lot handling but n

ot event log enquiry/update here;• Supply Group Code (?) or• Event Type or• Load / Empty Indicator ( Full or Empty ) or• Parking Lot items

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Event Log Enquiry / Update• This function is for enquiry to check the event log of our equipment by different enquiry criteria.• The event log display here depending on the office that the user belongs to;• If user can do enquiry, then by design he/she can do edit / delete for a specific event under the co

ntrol of his/her belonging office• There are several space that user can fill in as search criteria, but user need to know clearly their s

earching objective.• Enquiry by

• Exact equipment number, e.g. container number, like oolu123456 ( no check digit is needed ) or

• Event Received Date in the format of MMDDYYYY, where HH:MM is optional;• Event Activity Date in the format of MMDDYYYY where HH:MM is optional;• Svc/Vsl/Voy/Dir, e.g. SXX/OHK/035/E;• Partner ID is the PIN of EDI identification, mainly used for rejection lot handling but n

ot event log enquiry/update here;• Supply Group Code (?) or• Event Type or• Load / Empty Indicator ( Full or Empty ) or• Parking Lot items

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• By Exact equipment number: – User needs to type in the whole eq

uipment number and need to make sure that this is a valid equipment which is active and created in our equipment pool;

– Equipment, which can be container are demonstrated for this search now;

– Container number, with four digits as prefix, e.g. CBHU followed by 6 digits should be input for search;

– The prefix is case-insensitive; meaning that both cbhu or CBHU are the same;

– For standard container number format, the 7th digit, which is the check digit, is not needed to input for the search here;

– This is a quick and direct search to know the event log history related to a container;

– For example, user wants to do this search to a container numbered CBHU302885, then user should follow the following steps:

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Show User Login Name

Step 1: Click Event log Enquiry/Editing

Step 2: Select Equipment Type

Step 3: Move mouse to the blank box besides the equipment number & Type equipment number ( container number )

Step 4: Check all other default search box: Load or Empty and Parking lot items

Step 5: Click Find now.

Remarks: User can reset the default blank criteria for re-input

Step 1: Click Event log Enquiry/Editing

Step 2: Select Equipment Type

Step 3: Move mouse to the blank box besides the equipment number & Type equipment number ( container number )

Step 4: Check all other default search box: Load or Empty and Parking lot items

Step 5: Click Find now.

Remarks: User can reset the default blank criteria for re-input

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Event Log Enquiry / Update--- Result Display

First Display Screen

Show total number of record found

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Original position of scroll bar

A Column for “Event” Attributes

A Row of Event, event = discharge

Row of Event not yet fully shown, more columns

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未完，待续。

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Use Scroll Bar to see more of Display Screen

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Tim

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Use Scroll Bar to see more of Display Screen

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• The search result is in format of matrix / table;

• Each row of information in the table denotes an event;

• The topper the event, the latest the event happens;

• Each column in the table denote a field of the event;

• The first column of the table is event, and there are several key points to be noted:– Event can be either one of the following event type: Load, Discharge, Issue, Receive, d

evanning, vanning, transfer, repack, creation, termination, unlink, link, pool on, pool off, status change, phase in, phase out, pool swap.

– For details of definition of event types, please refer to table in next page.

– Most common events are Load, Discharge, Issue, Receive for FCL to FCL

– For LCL to FCL or LCL to LCL, the set of events for the shipments, or consolidated container package ( refer to booking for review of definition of LCL cargoes handling), events includes vanning and devanning as well;

– In case of laden container demage, no matter the carrying cargoes belong to a FCL shipment or LCL consolidated container package, an activity called Repack will be input by user in IEM, which will trigger two events, devanning and vanning in Sybase;

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– If there is a need to transfer container from one booking to another in case of document reference number typo-error (please refer to booking for review ), a transfer can be done in IRIS-2, but not in Sybase IEIS. However, once this transfer event is created, user can not edit or delete it in Sybase any more.

– An Event can be delete and recapture a new one for replacement to solve wrong document reference number too. But it is not needed to do both container transfer and delete and recapture

– Usually, load and discharge are performed by terminal while Issue and Receive are performed by terminal, outside depot or any other facilities that possess “gate” concept;

– By tracing the event log, user know the actual movement of the container ( equipment ) for different move purpose: for shipment or empty positioning.

– There are two precedence logic to check the sequence of the incoming event, one is called “no load, no discharge” for ocean trunk leg and the other one is “no gate-in, no gate-out” for the same facility.

• The second column is “contra”. Contra column can be N/A, Y, D or E. – N/A means not applicable, which means the event has not been deleted or edited before;– D means delete, which means the event has been deleted already but still show in the e

vent log for reference;

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– E means edit, which means the event has been edited that the content of the event is modified / edited;

• The third column is Pkg lot, which is the short form of Parking Lot. This indicator whether the event has passed the second stage validation to IRIS-2 Gemstone or not.

• It has two value: Y or N, Y (yes) means the event is rejected in parking lot while N ( no ) means the event is accepted.

• The fourth column is Container number, which can be further clicked for edit and delete. For Edit and delete details, please see the next page. ( * )

• The fifth column is Container Size-Type, which show the type of container of the event it is, e.g. 20GP means 20 feet long general purpose container;

• The sixth column is Document Reference, which means the number of the referencing document coupled with the container / equipment. Document Reference can be as long as 25 digits.

• The 7th column is Document Reference Type, which can be either of of the three types: BN ( Booking ), BM ( Bill of lading ) and EP ( Empty positioning ).

• The 8th column shows the Full / empty status of the container. F means Full or loaded while E means empty container.

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• The 9th column shows activity date and time of the event. This should be the actual event happening time and date.

• The 10th column shows current location, in the format of facility code, e.g. HKG10, LBG01, TWN01.

• The 11th column shows the next location, also in the format of facility code. It is not input by user of IEM, but supplemented by Shipment or Empty positioning plan from IRIS-2.

• The 12th to 14th shows the SVC, VSL, VOY and Direction of the container intended to go for.

• The 15th column column is Seal Number, which can show value or N/A. For an laden container event, the seal number means the seal used to lock the container.

• The 17th and 18th columns are used for equipment to be Chassis, for it number and type. These two columns are used in NAT.

• The 19th column shows name of carrier of the container land trucking. Since it is optional for user of IEM to fill or not, so, it may show N/A if for null input in IEM.

• The 20th column, shows the ultimate location of the container intend to go. ( new function )

• The 21st and 22nd column shows Genset Number and Type, for the case of Equipment to be Genset.

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Event Log Enquiry /Update--- Result Display

• The 23rd column shows container status. It shows the latest status of the container at the end, as well as active, owner of the equipment.

• The 24th and 25th columns are used for equipment to be Chassis & Genset only. Columns are used in NAT.

• The 26th and 27th columns show pin for EDI partner name or input user of vendor ( IEM ) & User ID;

• The 28th column shows creation time. This time is the time of Sybase receive this particular event and create this new event in the record of Sybase;

• The 29th column shows updated date time. This time is the time of the event most lately updated either by system or manual;

• The 30th column shows the Sequence Number of an event that value 1 denote the event is input manually while value 2 denote the event is by system return;

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IEM/EDI Rejection Log Enquiry / Editing

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IEM/EDI Rejection Log Enquiry / Editing

• This function is for enquiry to check by for rejection log by various enquiry criteria for events;

• However, the enquiry result can be edit or delete;

• Again, similar to event log enquiry/edit, there are several spaces that user can fill in as search criteria, but user need to know clearly their searching objective;

• The result display screen is also in the format of table and is exactly same as that of event log enquiry/edit

• The equipment / container number can be further clicked for edit/delete.

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IEM/EDI Rejection Log Enquiry / Editing ---Result of Rejection Log Enquiry

Show total number of record found

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C1: Column 1 show the Select check box.

C2: Show event type

C3: Show container number, underlined and can be double click for edit for individual ( see next page ).

C4: Container Type

C5: Chassis Number

C6: Document Reference

C7: Document Reference Type: BN, BM or EP

C8: F/E indicator

C9: Activity Datetime

C10: Current Location

C11: Next Location

C12 to 14: VVDC1 C2 Etc..

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Click individual container number will show this rejection details screen.

1. User can click edit to see another editable screen to be shown next page.

2. Or user can also delete the event here.

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1. This is the editable screen for edit to individual event in rejection log.

2. After making necessary edition, user need to click save to save the changes.

3. Or user can click delete for deletion of the whole event.

4. This is the same as delete in the rejection log main screen through selection box.

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This column shows the Rejection Reason for each rejected event. For details of rejection type and handling method, please go to next page.

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• Similar to the search result of event log, the search result of rejection log is also in format of matrix / table;

• Each row of information in the table denote an event;• The topper the event, the latest the event happens;• Each column in the table denote a field of the event;• The first column of the table is select check box. Move mouse to the box, and clic

k the box, a tick will be shown. It is used for edit or delete of event. Mass update ( mass edit or mass delete ) is also allowed. User may select the appropriate events and ticked their boxes for mass update of three fields:

– 1. Current Location– 2. VVD– 3. Next Location

• All other column with attribute meaning explained in event log enquiry/edit, except the rejections column, which shows the reason of the rejection of each displayed event which explained in the previous page.

• The procedures for edit or delete are shown next page.

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IEM/EDI Rejection Log Enquiry --- Editing Edit to Rejection Log

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This function is very useful for group of container with load event, which without the current location, VVD and next location.

The three fields: current location, VVD and next location are not mandatory fields. User can fill in either one of them, but not none for mass update.

Mass update is only applicable for empty container. For full container, need to check up with the document ref ( e.g. shipment number ) in IRIS-2 for details before updates.

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IEM/EDI Rejection Log Enquiry / Editing ---Delete Edit to Rejection Log

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IEM/EDI Rejection Log Enquiry / Editing ---Export Search Result to Excel file

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IEM/EDI Rejection Log Enquiry / Editing ---Example 1. Blank DocRef cannot supplement: Possibly due to the omission of vsy/voy, or the load and disch

arge events, or gate-in gate-out events not in order that the blank doc ref cannot supplement. To rectify, if not at the beginning of the movement cycle, the operator can check to the previous event log of the container under the same shipment or EP. Otherwise, the operator should check with depot for the doc ref. The operator can then add back the doc ref number and type by performing edit and save in the rejection log.

2. Invalid Container: Possibly due to the input of wrong equipment number. To resolve, if doc ref # is available, check directly with that # in IRIS-2 for the correct equipment number. Otherwise, the operator needs to check with depot for the correct container #. Operator should then correct the mistake by edit and save to the container number.

3. Inactive Container: Possibly due to a typo error or not up-to-date container status such as the miss out of on-hire creation event to activate the terminated container. Operator should check the container status in IEIS. If it is really inactive because the container has been inactive for some reasons before, e.g. lease-out but return now in Depot and yet to update this fact to IEM, then operator should re-activate the container again and backdate the date in services before the event date.

4. VSL inconsistent with supplement / the load event has different Voy: Possibly due to blank doc ref # or wrong VSL. Operator can check for the actual intended VSL in IRIS-2 and edit the rejected event accordingly. However, if it is found that this is a wrong VSL, operator needs to edit in Sybase IEIS to the correct VSL and save in order to clear up the rejection.

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IEM/EDI Rejection Log Enquiry / Editing ---Example

5. illogical move: Normally, due to the failure of event in the precedence check in IEIS. To rectify, user needs to check the date and time of the event to make them in the right order again, or, in case of omission, the operator needs to request the event submission staff ( by IEM, EDI or excel macro file ) to re-submit the events again, with correct time and date of the activity.

6. illogical empty move: Same as example 5, but for empty container. Usually this is for empty position plan.

7. Invalid next location: Next location is not a valid location, e.g. missing the location #, just the characters, e.g. HKG, but not HKG02 etc. User needs to edit to the next location and save.

8. EQP not on this location: The equipment quoted in the event, e.g. container oolu000001 empty issue in HKG12, is actually not found in HKG12. This can be a mis-type of facility code, or previous event of the container concerned has not been updated to the system.

9. Previous event was not load: Happens to a Discharge event type. No immediate load event has been captured to the system. Check missing event and ask for re-capture through IEM, EDI or excel file. It can also be the case of wrong timing reason that need editing to the load event that comes to Sybase IEIS later than discharge.

10. Conflict Doc Ref Number: Possibly due to the use of cancelled booking number, use of similar doc ref, or update of next vessel may not be earlier than EQP information flow from Sybase to IRIS-2 for 2nd validation, so, the doc ref. Number is not updated to the new set of shipment yet.

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IEM/EDI Rejection Log Enquiry / Editing ---Example

11. Shipment not exist: either wrong shipment ( doc ref ) number or another event wrongly associated with the actual shipment and there is no more available slot for the correct event to associate. User should check the validity of the shipment as well as container assignment via IRIS-2, and edit the rejection log accordingly.

12. Event date time> current date: It means that the activity date is after the event creation date which is illogical. Operator needs to edit the event by changing date and time, then save.

13. Does not have valid dsch-port: It may be due to the input of invalid POD code or missing of current location for loading port, hence the discharge port cannot be automatically supplemented by IEIS. Need to ask the loading port to re-submit for confirmation.

14. Inconsistent vsl with shipment: Operator checks in shipment in IRIS-2 for actual intended vsl, edit and save.

15. Vessel voyage not exist: either wrong input or the vessel voyage is not defined in ITS. Need to set it up again in IRIS-2. The rejected log will be accepted after the set up. For wrong input, simply edit and save the record in IEIS.

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New Inventory Summary/Detail Enquiry

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New Inventory Summary/Detail Enquiry ---Summary Enquiry

• This function is for enquiry to inventory summary for the whole equipment pool ( not by any office or region ) by various enquiry criteria;

• The result is read-only, can not be edit or delete;

• Again, similar to event log enquiry/edit, there are several spaces that user can fill in as search criteria for narrow down of scope of search when applicable

• Again user needs to know clearly their searching objective;

• The result display screen is also in the format of table;

• In order to understand the inventory content, user need to know the definition of the attributes first;

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New Inventory Summary/Detail Enquiry ---Summary Enquiry

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New Inventory Summary/Detail Enquiry ---Details Enquiry

This function is for enquiry to details of inventory for the whole equipment pool ( not by any office or region ) by various enquiry criteria;

The result is also read-only, can not be edit or delete;

Again, similar to event log enquiry/edit, there are several spaces that user can fill in as search criteria, but user need to know clearly their searching objective;

The result display screen is also in the format of table;

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Pre-discharge Enquiry

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Pre-discharge Enquiry

• Purpose of the pre-discharge Enquiry Prior to the arrival of vessel, OPN at import gateway dispatch o

ffice must confirm projected availability of all intermodal containers from vessel as per stowage and discharge sequence plans.

If any anticipated delays in discharge, availability or dispatch are identified, OPN at gateway dispatch office must immediately notify any corresponding parties.

With this enquiry function users now are allowed to inquire on the container to be discharged and arrange discharging activities before the arrival of an incoming vessel

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Pre-discharge Enquiry• This function is for enquiry for con

tainer to be discharged before the arrival of an incoming vessel;

• The search is by the svc/vsl/voy dir of a specific vessel AND dicharge port, e.g. HKG, JPN etc.

• Equipment Size/Type is optional to narrow down the search

• Again, Full/Empty Indicator can also be optionally select to be Full or Empty, Full only or Empty only.

• However, the enquiry result is read-only that can be edit or delete;

• User can also download the information

• This function is important for notice to terminal operator for discharging activities arrangement


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Pre-discharge Enquiry---Result

A Row of an incoming container in the vessel

Show total number of record found, which means the number of container that will discharge

More record from 51 onwards to last container row are available to show by click “New” button here.

Scroll down to see more of this first 50 rows of record

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Pre-discharge Enquiry ---Result Display Format

• The search result is in format of matrix / table;• Each row of information in the table denote a piece of container;• Each column in the table denote a field of the container;• The first column of the table is container number and it is sorted by alphabetical o

rder, e.g. CGRU616000-7 is displayed upper than ETEU279466-9. ( Notice that check digit is also shown here too );

• The second column is the load port of the corresponding container, e.g. PKG, SIN etc.

• The third column is the discharge port of the corresponding container and it should be equal to the port code input for search before, e.g. HKG

• The 4th and 5th columns are container size/type and Full/Empty indicator respectively

• The 6th, 7th and 8th columns are document reference number, type and seal number ( if applicable );

• The 9th and 10th columns are weight ( two digit positive value with no decimal ) and hazardous indicator ( Y or N ) respectively;

• The 11th column show the activity datetime of the immediate previous load event.

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Pre-discharge Enquiry ---Download pre-discharge list

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Pre-discharge Enquiry ---Download pre-discharge list

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Restricted Use (“RU”)

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• Some equipments may have some restricted use properties due to their nature, e.g. Free Use of equipments for a period of time granted to our company by other party and our company finally need to return them to certain places within a specific date and time slot. ( flow and off-hire restricted use)

• Or some containers / EQP need to be used within some regions since the containers are in control under certain offices according to the authorization pre-set during the container / EQP creation.

• Or some equipment is scheduled to be disposed of in a short period of time, or need to flow to other depot. All these will restricted the further usage of equipment

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• Each RU label represents an unique identification of instruction for all RU label types

• There are 4 label types - OFFHIRE, SALES, FLOW and OTHERS

• Each Equipment can have up to 3 RU labels • RU label can associate with RU Description, RU Loc

ations or Both • Field length is 10 characters in maximum.

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• Two features are available for RU operation:1.Restricted Use Enquiry2.Restricted Use Update

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Restricted Use (“RU”) ---RU ENQ

1. Click on “RU Enq”, the restricted use enquiry page is displayed.

2. Tab 1: RU EQP Finder

3. Tab 2: RU EQP History Enquiry

4. Tab 3: RU Label List

5. Tab 4: RU Label Enquiry

Each tab is introduced one by one.

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1. Enter search criteria, minimum Current Location, Next Location, Equipment number or RU Label

However, if search by RU label or container no., next location and current location can be blank

2. Click on Find now button to find the Equipment with Restricted Use

3. Click on Reset button to empty all field and /or start a new search

Here user can find out a list of equipments which is under restricted usage and their current status.

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Denote current status/activity undertaken by the equipment

The result lists out all the equipment with RU located at HKG01

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• Each row represents one container and each column denote a message of the equipment;• Event Date/Time and Event Type columns denote the date/time of the latest event of th

e equipment which is under RU as well as the nature of event • Equipment Number column denotes the equipment number with check digit;• Size/type column shows the size/type of the corresponding equipment• Relationship column shows the equipment’s current status/activity undertaken• Condition and Sub Condition columns denote the equipment’s condition, e.g. Good, da

mage, while sub condition acts as supplementary info on condition. • Current Location column denotes the location the event is taken• Next Location column denotes to where the equipment is going• Ultimate Location column denotes the final destination of the equipment• Doc Ref Type and Doc Ref columns: represent document reference type and document r

eference number• Voyage column denote the service, vessel, voyage and dir the equipment is in• Lessor column denote the leasing party from whom equipment is leased• Lease Type column denote the type of lease is entered with the lessor• Authorization Number• Restricted Use Nature and Restricted Use Label• Restricted Use Remarks

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2

3 4

1. Click on “RuEqpHistoryEnq” tab

2. Select equipment type

3. Enter equipment no.

4. Click on Find now button to start the search

5. The corresponding history will be displayed here

Here user can find the history of restricted usage of a particular equipment.

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Show the type of current RU type

Show history of RU of a specified equipment

Can further click on for detail

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User can search for the label list here by:

• Click on the “RuLbList” tab;

• Select Label Type i.e. Flow, Sales, Offhire or Others; and/or

• Enter Label name if know (optional);

• Click on Find now button to start;

• Click on Reset button to empty all fields

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This search result lists out all RU label under the Offhire label type.

Can further click on any row in the Label Name column for more information

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User can inquire on the detail of a label with this function.

• Click on “RuLblEnq” tab

• Enter Label name

• Click on Find now button

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Shows the location type as well as the RU location for the label name specified in the search

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Restricted Use (“RU”)---RU Update

1. Click on “RU Update”, the restricted use label creation page is displayed.

2. Tab 1: RU Label Creation

3. Tab 2: RU Label Assignment by Batch

4. Tab 3: Authorized RU

5. Tab 4: RU Label Assignment by EQP

6. Tab 5: RU Batch Enquiry

Each tab is introduced one by one.

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Restricted Use (“RU”) ---RU Update

This tab allows user to create RU label

• Click on RuLblCreation Tab

• Click on New button to enable all fields for data input as shown in next slide

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1. Select RU Type. If Sales is selected, the sales box at the right will be enabled

2. Complete the fields:

a. Label Name (Mandatory field)

b.Label Description

c. Remarks

d.Keyword

e. Instruction indicator

f. Select RU location, then click on Add Location button

3. Click on Save button to save the record

4. Message will display showing the saving status

5. To empty all fields, click on Clear button.

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c

ea d

f

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Another mean to create a similar RU label:

1. Enter existing label name

2. Click on find now button

3. Click on Copy button

4. Enter new Label Name and select RU type

5.Click on Save button

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1. Select RU label type (Sale and off-hire cannot co-exist). Please note that one equipment can have max. 3 RU labels.

2. Select equipment type & enter size/type (mandatory field)

3. Select the batch assignment mode and complete the corresponding enabled fields

• By equipment number range: enter prefix, from & to (6 digits only); or

• By contract: enter contract number; or• By authorization: enter authorization

number 4. Click Save Note: RU can only assign to active container(s)

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To assign / edit RU label to new authorization /existing authorization

1. Select equipment type & enter size/type (mandatory field)

2. Enter authorization number (mandatory field) 3. Click Find now 4. Edit existing RU label if found or input new RU label. 5. Click save Remark: Once completed the assignment here, any new

on-hired container under the specified authorization # will assign RU label automatically.

Enquire RU label of authorization1. Select equipment type & enter size/type (mand

atory field) 2. Enter authorization number (mandatory field) 3. Click Find now 4. RU label can be found only the assignment do

ne in this tab before. In other words, if your assignment done in “RuLblAssignByBatch” (the second tab), RU label cannot be found here

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Assign RU label by individual eqp number

1. Select RU label type (Sale and off-hire cannot co-exist). Please note that one equipment can have max. 3 RU labels.

2. Select equipment type

3. Enter equipment No. and check digit then click add

4. Finished input container nbr, click valid

5. Click Save

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User can enquire upload status in RU update "RuBatchEnq“1. Enter your user id; or2. Enter assignment date. (Please note that only assignment done in "RuLblAssignB

yBatch" can be enquired. Any input in AuthRu and RuLblAssignByEqp cannot be found in RuBatchEnq.

3. Click on Find now button4. Index:

Status F = Failed due to some errorStatus N = New record Status C = Completed record (Detail can be found in FTS. User can enquire the cntr number which has been successfully assigned RU label from FTS under Category EQP. File name structure is "RU_user id_datetime.zip". e.g. I can search my file "RU_AUMA*.ZIP"

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未完，待续

123

Lease Menu

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Lease Menu

• There are four functions provided in the Lease Menu:– Contract enquiry (Read-only)– Contract maintenance (read and update)– Partner enquiry (read-only)– Partner maintenance (read and update)

• The first two functions are related to the lease contracts of equipment. User are allowed to create lease contracts for equipment, enquire on their detail and update the lease contracts.

• While the last two functions are related to the leasing parties, whether it is lessor or lessee. Also, user are allowed to create the leasing parties, enquire on their profile and update the profile when necessary.

• Before the creation of lease contract, user has to ensure that a corresponding lease partner should already be existed.

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Lease Menu---Partner Maintenance• Login in to the IEIS, and “Main Menu” as below will open.• Click on “Lease Menu” and then “Partner Maint” to open “Equipment Lease Partner” page as shown

in next slide

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Lease Menu---Partner Maintenance

1. Click on New button to open the Equipment Lease Partner Editor

2. Enter a 4 characters Partner Code. It should be unique

3. Enter the Partner Name

4. Check on the appropriate partner type, it can be both

5. Click on Save button to save the creation

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1. To start the search, enter at least one of the following search criteria:

• Partner Code in full or in part

• Partner Name in full or in part

• Partner Type

2. Click on Find now button

3. Click on Clear to empty all field and start again

4. Result will be displayed in the second lower part of the UI

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1. To edit the lease partner information, click at the relevant lease partner code in the Code column.

2. Equipment Lease Partner Editor will be opened

3. Only the partner name and partner type are editable. Perform the editing as necessary

4. Click on Save button to update the record

5. Note : Editable code is underlined and only be found if Partner Maint option is selected at the beginning

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Lease Menu---Contract Maintenance

• Login in to the IEIS, and “Main Menu” as below will open.• Click on “Lease Menu” and then “Contract Maint” to open “Equipment Lease Contract Maintenanc

e” page as shown in next slide

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1. Assuming that we have newly leased five 20’ GP, ten 40GP and ten 40RF from another party. They are owned by the party. With this lease contract, we have the right to use these containers. So, we need to create a new leasing contract to record these information and make these containers available in the equipment pool for use.

2. Click on “New” button, a new page will be opened as shown in next slide

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Lease Menu ---Contract Maintenance

1. The Contract Header screen includes seven fields that have to be filled in. They are:

1. Lease Type

2. Lessee / Lessor

3. Effective Date

4. Expiry Date

5. Number of Free Days

6. Currency

7. Finance Bank (Optional)

2. Click on Save button after completing the contract header

3. Contract Number will be generated automatically upon saving

Note: Effective date represents the start of contract date. While expiry date represents the last day that the on-hire or off-hire activities to be done down to equipment physical movement level. Number of free days represents the number of days that allowed by the leasing party for using on-hire container free of charge.

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Note: Per diem rate details only apply to Master Lease.

• Select the appropriate lease type by clicking on the downside arrow.

• There are several lease types. See the box at the right for explanation for different lease type

Lease Type Explanation1 Cabotage Equipment interchange with other carrier or logistic provider

2 Finance LeaseBuilt our own equipment by means of borrowing money from financial party

3 Free Use in

granted the right to use third parties' containers without charge but with obligation to return them to a specified location in a specifed time

4 German Tax Lease A type of Container Leasing format

5 Interchange inMis-stuffing occur that we mis-used non-authorized container without permission

6 Interchange outMis-stuffing occur that other party mis-used our company's container without permission

7 Master LeaseUse of others' containers under lease term. Show the per diem rate for different range type ( TEU, days or units )

8 Master Lease with credit Similar to Master Lease, and with credit granted9 Master Lease with free days Similar to Master Lease, and with free day granted

10 mispick inMis-pick occurred that non-authorized container belongs to other party is mispicked by our company without permission

11 mispick outMis-pick occurred that our container is mispicked by other party without our company's permission

12 operating ( long term ) leaseLease in a set of containers for a certain period and the containers cannot be offhire until the expiry of agreement

13opearting lease ( with your company prefix )

Lease in a set of containers for a certain period and assign our company container prefix

14 purchase leaseOur company purchase a set of containers and then lease to other party.

15 sub-lease inUnder an existing contract between our company and an other party, another leasing in is made and put on the same contract

16 sub-lease out

Under an existing contract between our company and an other party, another leasing out is made and put on the same contract

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Lease Type Explanation1 Cabotage Equipment interchange with other carrier or logistic provider

2 Finance LeaseBuilt our own equipment by means of borrowing money from financial party

3 Free Use in

granted the right to use third parties' containers without charge but with obligation to return them to a specified location in a specifed time

4 German Tax Lease A type of Container Leasing format

5 Interchange inMis-stuffing occur that we mis-used non-authorized container without permission

6 Interchange outMis-stuffing occur that other party mis-used our company's container without permission

7 Master LeaseUse of others' containers under lease term. Show the per diem rate for different range type ( TEU, days or units )

8 Master Lease with credit Similar to Master Lease, and with credit granted9 Master Lease with free days Similar to Master Lease, and with free day granted

10 mispick inMis-pick occurred that non-authorized container belongs to other party is mispicked by our company without permission

11 mispick outMis-pick occurred that our container is mispicked by other party without our company's permission

12 operating ( long term ) leaseLease in a set of containers for a certain period and the containers cannot be offhire until the expiry of agreement

13opearting lease ( with your company prefix )

Lease in a set of containers for a certain period and assign our company container prefix

14 purchase leaseOur company purchase a set of containers and then lease to other party.

15 sub-lease inUnder an existing contract between our company and an other party, another leasing in is made and put on the same contract

16 sub-lease out

Under an existing contract between our company and an other party, another leasing out is made and put on the same contract

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Our own companyOutside Party

Outside Party = Lessee Party

Outside Party = Lessor Party

Terms and Conditions discussed and come to a leasing agreement.

Prepare and activate to use the lease-in container and marks any conditions and constraints.

Lease out to other party

Lease in from other party

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Lessee / lessor can be checked up by typing the first three initial, e.g. Type in “ABC” and Press “Tab” to find and return the value to that field.

Type in the partner code, if know, in full or in part and the system will display a list for to choose from, otherwise user can search for the code in the Partner Enquiry function shown in next slide

136


Effective Date and Expiry Date for on hire

Find in number of free days, counting from the first day of on hire

Fill in currency code ( default to be USD )

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Contract detail tabs will be enabled after saving the contract header data successfully, and the following tabs together formed the contract detail:

1. The equipment tab.2. The off-hire tab.3. The per-diem rate tab (for Master lease type only). Lease types will

use the per-diem rate column in the equipment details.

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11

1. Recap: after completing the six Mandatory fields and saving, then

• The contract detail tabs will be enabled for equipment details; and

• Save event message will be display as well

2. Setting up the equipment details:• Equipment size/type• Quantity authorized• Damage Protection Plan (DPP)

coverage• Per diem rate (displayed if lease

type is Master lease)• Replacement value• Depreciation rate• Residual• Click on “Add” button to add the

data4. Repeat step 2 for more container

type/size.5. Click on Save button to save the

record before going to other detail tab6. Click the Off-hire details tab to

continue.

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45

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7

Complete this tab if applicable:1. Select the Size/type code that

have been captured in the Equipment Tab.

2. The off-hire details include:• Location: where the

equipment to be returned

• Container Quota: max. number of equipment can be returned to the corresponding location

• Handling charge • Pick up charge• Drop off charge• Contact person• Contact address1• Contact address2• Contact phone no.• Contact fax no.

3. Click the scroll bar to view and enter the contact fax no.

4. Click Add to add the record and a blank row will appear.

3

2

5. Click “Save” to save the records

6. Repeat step 1- 5 for another container type

7. Click Per diem rate details to continue or not applicable

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45

1. Select size/type code.

2. Select Range Type

3. Enter ranges: the first range start from 1 to another real positive, followed by other ranges. E.g. 1-100, then 101 to 400, then 401 to 500. Max number for the upper bound is 9999.

Enter per diem rate. Remember the currency is the pre-defined one.

4. Click Add to add the record and a blank rows for another range and rate.

5. Click on “Save” button when you are done.

6. Repeat step 1 to 5 for another container type

Only applicable for Master lease type

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Lease Menu---Authorization Creation

Any lease contract created should be properly authorized before containers can be created for it.

One container size/type can be authorized once or more times as long as the total authorized quota does not exceed that of stated in

the lease contract.

142


Contract Prefix*1, e.g. F for Free-Use, M for Master Lease etc.


Region Code*2,

e.g. SCN


Contract Number that generated by IEIS automatically when creating lease contract.

Authorization Number is generated by IEIS automatically, and should be referred to in the process of creation of container for a particular lease contract. User who perform the creation tasks should be given with this number by trade department or staff who issue authorization number before hand.

Objective:

Give quick note to contract type by contract number, e.g.

M: Master Lease

F: Free Use

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5

1. Select AuthorizationnewAuth.

2. Select the Region that equipments to be used from the list box.

3. Enter the Effective and Expiry dates.

4. Click on “Save” button, an authorization # and a message will be displayed as shown in next slide

5. The Authorization number will be auto-generated after saving.

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6. Authorization No. will be auto-generated after saving7. Enter the equipment size/type and quantity to be authorized.8. Click on “Add” button to add the record and a blank row.9. Repeat step 7 – 8 for another equipment size/type10. Click on “Save” button when you are done.

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10

Message box displaying the

status

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To view the authorization detail, click on the Authorization tab and the a list will be displayed showing the authorization status.

146


1. To create restricted usage authorization, click on the AuthRu tab

2. AuthRu page will be displayed

3. Please refer to “IEIS – Authorized RU” section for creation detail

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Lease Menu---Contract Edit

This page will be opened if “Contract Enq” is selected

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This page will be opened if “Contract Maint” is selected

How to search:

1. Enter at least one of the following criteria:

1. Contract number

2. Lease type

3. Lessee/lessor code

4. Contract effective period

2. Click on Find now button to start

3. Click on Clear to empty all fields

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Lease Menu ---Contract Edit

Scroll right to view the rest of the columns

Double click on the any row of the Contract# for detail and/or edit

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Lease Menu ---Contract Edit

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2

1. All underlined fields are editable except for Lease Type, and those editable fields are having checking rules as below. Click on Save button on the Contract Header to confirm information change.

• Lessee/Lessor code can only be changed if there is no equipment created under that contract. • Effective/Expiry dates will be checked to ensure there is no contradiction with the effective/expiry dat

es of the existing Authorization under that contract.2. User is able to edit, add and/or delete information shown in the Contract detail Tabs, i.e. Equipment/ Off

hire Details and Per Diem.• To delete contracted Equipment, checks the check box in front of the record row and press <Delete>. • However, if there is authorization created for that equipment size type, the check box will be gray/pro

tected and user is not allowed to delete the record.

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Lease Menu ---Authorization Edit

Lease Authorization update is having similar behavior as Lease Contract update. There are 2 parts on Lease Authorization update frames. One is Authorization Header - the upper portion , and other one is the Authorization Content (Equipment group) - second half of the UI.

To begin:

•Click on the Authorization tab to open the corresponding page

•Click on the relevant authorization number in the Authorization number column

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Lease Menu ---Authorization Edit

1. In the Authorization Header, Effective/Expiry dates can be changed and will be checked to ensure that they should be within the dates of Contract. Click on Save button to save the amendment.

2. Authorized Equipment Size Type record row can be checked for delete if there is no equipment created under that Authorization Reference. Click on Delete button to delete the checked record

3. Can add new equipment to be authorized and then click on Add button. For detail procedure please refer to “IEIS – Creation of Lease Authorization” section

4. Click on Save button to save the amendment

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Lease Menu--- Copy Contract Lease

The searched contract is displayed. User needs to ascertain that this is the desired one.

Click on Copy button to copy the content and a new page will be opened as shown in next slide

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Lease Menu--- Copy Contract Lease

This is a new contract yet to be created as there is no contract number.

1. User can now amend the contract header except the lease type accordingly and then click on Save button to create the contract.

2. User amend the contract detail information as necessary.

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Lease Menu--- Delete Contract Lease

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Lease Menu--- Delete Authorization

156

Creation/Termination of EQP

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Equipment are categorized into three types: self-owned, leasing and shipper’s own container (SOC)

Each equipment should have a status, either active or inactive Only active equipment can proceed with event movement carried out i

n Sybase IEIS. Besides, equipment can only be if they are being found in the equipme

nt pool. OPN, therefore, needs to create an equipment with proper detail before any movement.

To create an equipment in the equipment pool, OPN needs to confirm on the ownership status of the equipment and the relevant lease contract authorization number for leased equipment.

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• Container: Lease in, Purchase owned, SOC, Lease out return (“LOR”)

• Chassis: Lease in, Purchase owned, LOR

• Genset: Lease in, Purchase owned, LOR

Termination

• Off-hire EQP

• End Shipper Owned EQP upon the completion of shipment cycle

• Lease out to EQP ( LOT )

• Loss of EQP: ATL, CTL, PTL

• Sales

Creation

159

Creation/Termination of EQP---Creation

160

Creation/Termination of EQP---Container Creation

1. Click on NonSeqIdentification tab if non sequential eqp # is to be created

2. Select Onhire Type3. Enter Container number, then click on Add

button to add the container into the list box; To remove containers, click to highlight the unwanted item, then click on Remove button

4. Enter Activity Date and time5. Enter Authorization # if “Lease In” is selec

t, otherwise this field is disabled.6. Enter Booking # if “SOC” is selected, othe

rwise this field is disabled7. Enter Date in Service field. It should not be

less than the Activity Date/Time (Optional)8. Enter the Facility code the equipment is cu

rrently located.9. Select Size/type group code, and Material

Type (The description at the right and size/type code will automatically be generated)

10. Enter the remaining optional fields as necessary.

11. Click on Save button, and a message indicating the save status will display and the Technical Tab will be enabled too

161

Creation/Termination of EQP ---Container Creation

1. Click on SeqIdentification tab if sequential eqp # is to be created

2. Select Onhire Type;3. Enter Equipment Series including:

• Container’s Prefix.• The start and to numbers in the “

Number Start from” and “to” fields.

• Quantity will then be automatically generated based on the from and to entries.

4. Enter Activity Date and time5. Enter Authorization # if “Lease In” is

select, otherwise this field is disabled6. Select Size/type group code and Mater

ial type. (The description at the right and size/type code will automatically insert.)

7. Enter the Facility code where the equipment is currently located.


9. Click on Save button, and a message indicating the save state will display and the Technical Tab will be enabled

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1. Enter the weight of equipment.2. Enter the measurement of

equipment3. Enter the Cubic capacity4. Enter the construction

information.5. Select special accessories by

checking the checkbox next to the accessory. More than one can be checked.

6. Click on Save button, a message will display stating the save status, and the Technical for Reefer tab will be enabled if reefer type is being created.

7. Click on Clear button to clear the input.

Note : This information tab is optional and is for recording technical information on the equipment

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1. If the container is a reefer unit, the Technical for Reefer tab will be enabled.

2. Mouse point to relevant fields and fill in data there (optional fields)


4. Click on Clear button to empty the fields.

Note: this information tab is optional

164

Creation/Termination of EQP---Chassis Creation

1. Select Onhire Type;2. Enter Chassis Series including:

• Chassis’ Prefix.• Start and to numbers in the “Num

ber Start from” and “to” fields.• Quantity will then be automatical

ly generated based on the above entries.

3. Enter Activity Date and time4. Enter Authorization # if “Lease In” is

select, otherwise this field is disabled5. Select Size/type group code and Chass

is Pool. (The description at the right and size/type code will automatically insert.)

6. Enter the Facility code the chassis is currently located.


8. Click on Save button, and a message indicating the save status will display and the Technical Tab will be enabled

9. Click on Clear button, to empty all fields

165

Creation/Termination of EQP---Chassis Creation

Enter the following information as necessary:

1. Chassis weights information.

2. Overall measurement information.

3. US Federal Highway Administration (“FHWA”) certificate #, and last FHWA date

4. Construction information. 5. Click on Save button, a

message will display stating the save status


166

Creation/Termination of EQP---Genset Creation

1. Select Onhire Type;2. Enter Genset Series including:

• Genset’s Prefix.• The start and to numbers in the

“Number Start from” and “to” fields.

• Quantity will then be automatically generated based on the above entries.

3. Enter Activity Date and time4. Enter authorization # if “Lease In” is s

elected, otherwise this field is disabled5. Select Size/type group code. (The des

cription at the right and size/type code will automatically insert.)

6. Enter the Facility code where the genset is currently located.


8. Click on Save button, and a message indicating the save state will display and the Technical Tab will be enabled

9. Click on Clear button, to empty all fields

167

Creation/Termination of EQP---Genset Creation

Enter the following information as necessary:

1. Genset weight with information.

2. Capacity information.3. Click on Save button, a mess

age will display stating the save status


168

Creation/Termination of EQP---Lease out return


4. Click on Clear button to empty all fields

1. Choose Eqp CreationLease out return…

2. Enter the following information:• Equipment type

• Equipment number

• Facility code to where the equipment is returned

• Activity date/time

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Creation/Termination of EQP---Termination

• The equipment needs to be properly terminated when it is no longer used by the company for shipping purpose.

• Situations that lead to the termination of equipment

– Offhire

– Sales

– Total loss, administrative loss, and etc.,

– Lease out to

– End of shipper owned

170

Creation/Termination of EQP ---Termination

171

Creation/Termination of EQP---Termination

1. Complete the following fields:• Select eqp type to be terminate

d• corresponding eqp #• facility code wherein the eqp is

currently located • termination type• Activity date/time for terminati

on2. Complete one of the following sec

tion if applicable• Lease out section if terminatio

n type is “Lease out” • Total loss section if terminatio

n type is “Total Loss”• Sales section if the termination

type is “Sales3. Click on Save button to terminate4. Click on Clear button to abort the

event

172

Creation/Termination of EQP---Auto Termination of SOC

• For SOC type of equipment, the termination will be automatically done under the following two movement events:1. When there is a full Gate-out event, the equipment is S

OC, the Nature is “Full to Consignee” and the event’s shipment is same as the shipment when the SOC is created; or

2. Where there is a Devanning event, the equipment is SOC, the equipment’s location is in the IB end leg facility of the shipment route and the event’s shipment is the same as the shipment when the SOC is created.

173

Creation/Termination of EQP---undo

1. Click on “Eqp Creation/Termination Undo” hyperlink to open the page with the same name

2. Fill in the search criteria Equipment type Equipment # and Check digit if any

3. Click on Find now button

4. Information on the Last activity will be displayed

5. Click on Save button to execute the undo action

6. Message will be displayed after pressing Save button

7. Click on Cancel to empty all field

1

32

4

5

6

7

To rectify any unwanted creation or termination, user can make use of the Creation/Termination Undo function to undo the latest activity, i.e. creation or termination undertaken

174

Creation/Termination of EQP ---undo

Current Status is not the one shown in the previous slide. Therefore, the latest creation event has been undo successfully

175

Equipment Profile Maintenance

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This function allows user to update an individual equipment’s profile when necessary

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1. Select the equipment type

2. Enter the equipment number that need to be updated

3. Enter the State/Lic No: optionally if chassis is selected

4. Click on Find button to find the equipment

5. Click on Clear button to empty the field

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1. User is allowed to update the fields within the red squares. User should note that the change of container check digit will only be allowed if it is not automatically generated.

2. Click on Save button to update the change and a message will be displayed; or

3. Click on Clear button to empty all field and abort the change made (before save button is pressed)

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1. Click on Technical Tab

2. Update any of the fields as necessary

3. Click on Save button to update the changes and a message will be displayed

4. Click on Clear button to empty all fields and/or to abort the changes made but yet to save

180

Parking Lot Event Enquiry

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• This function is for enquiry to check by for event which is rejected by 2nd validation from Sybase IEIS to Gemstone IRIS02

• These event are stored in parking log in IRIS-2

• User can search in Sybase for these event by various enquiry criteria for events;

• Again, similar to event log enquiry/edit, there are several spaces that user can fill in as search criteria.

• However, here all are Mandatory fields.• User user need to know exactly the event

details for this search;• However, the enquiry result can be edit or

delete;• For edit or delete of parking log, user shou

ld go to IRIS-2 parking lot ( please refer to later part for details )


• The equipment / container number can be further clicked for edit/delete.

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Parking Lot Event Enquiry ---Parking Lot Indicator in Event Log Enquiry

• In the event log enquiry/edit, the third column for parking lot event.

• The value in this column can be of four different values, and may be changed as time goes on for validation to Gemstone.

• The value are: N/A, W, N and Y.

• Each value denoted different meaning and summarized in the following table.

N/A

Y

N

W

Value MeaningN/A Not Applicable, waiting for passing event data to Gemstone W Event date entered Gemstone but waiting for checking for Y or NN Success to pass 2nd validation and not reject in parking lotY Fail to pass 2nd validation and Reject in parking lot

183

Parking Lot Event Enquiry ---Result of Rejection in Parking Lot for an event

• As discussed, if an event fail to pass the 2nd validation to Gemstone, the event can not be captured by the booking/shipment/empty positioning plan automatically.

Direct effect:

• For shipment: no date is updated to the shipment route, even the physical movement of the empty/laden container moves on.

– User of IRIS-2 can not make use of the updates for any information enquiry, e.g. shipper’s enquiry for latest status of shipment;

• For Empty positioning plan:

Value MeaningN/A Not Applicable, waiting for passing event data to Gemstone W Event date entered Gemstone but waiting for checking for Y or NN Success to pass 2nd validation and not reject in parking lotY Fail to pass 2nd validation and Reject in parking lot

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185

Parking Lot Event Enquiry ( e.g. )

Row of Event not yet fully shown, more columns

186

Parking Lot Event Enquiry ( e.g. )

1 Equipment Edited by COSCON BPS BRIEF. 2 Brief Overview--- EQP Data Flow Chart IRIS-2 EQP modules...

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Transcript of 1 Equipment Edited by COSCON BPS BRIEF. 2 Brief Overview--- EQP Data Flow Chart IRIS-2 EQP modules...