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We are required to add internal notes for accessorial charges being added to FROs as customer induced so that accessorial team can refer these notes while billing back to the customer and add these remarks in GCSS to prevent disputes and to answer queries of customers regarding additional charges after execution |
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Charges are being approved on weekly or bi-weekly basis |
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Bulk upload using excel file. internal notes should be transmitted to all the FROs upon execution of the file. One FRO might have multiple accessorial charges, so while the file is being processed, all the internal notes should be combined and then transmitted to the FRO. we still should have ability to add more or amend the internal notes manually. |
I setup a call to discuss details of the process
Current steps as below in case of pre pull customer induced charge (and this is charge which is being requested significantly):
validate if really customer induced , search for case number in salesforce
after approving the charge either through CCA worklist or FRO worklist, add internal notes in notes tab or directly through FRO worklist from notes button under internal note category. this step is repeated for every FRO where pre pull is being approved
usual template followed for uploading internal note in case of pre pull / yard storage:
"case number". container was pre pulled on "date" to be delivered on "date". Pre pull charges to be billed back to customer "mention amount".
yard storage incurred for "days". yard storage charges to be billed back to customer "amount".
this way we are mentioning explanatory notes for every accessorial charge under internal note that is being billed back to the customer to give context to accessorial team
Hi, @Guest as requested above would you share details of the current steps done? I presume you are working with an excel. if you can share a template and additional information so we can assess
Thanks @Guest would you share examples of the notes uploaded? would you describe what is the level of details required? have you considered to leverage case management?