Paperless Trade - Digital Custom Invoice

Name, Position, Company Stamp Electronic Signature and Receiver Reference are not available.

JPM team will test and confirm

Nivisha - please confirm status and update

For Digital upload PB have sent email to DHL express awaiting response.

PB confirmed following conversations with Ross and are working on the ability for adding VAT, EORI information, digital signature, tax ID etc.

Both on recipient and sender side.

JPM - to confirm this is in regards to digital invoice created in the PB system and below information is missing from digital invoice.

JPM to discuss with PB, call to be set up to discuss - do we have the ability to create a digital invoice with correct details within invoice.

The service is provided today, the scope of the ticket is increased and we have upload the invoice as a separate ticket. Please do not changes initial scope, create new ticket.

JPM - see attached example of PSP and DHL Commercial Invoices for reference

JPM- Ross confirmed: This is a critical requirement for all international locations and is a complex space whereby we need to ensure we provide all the required documentation and information for each export:

a. Adding Key Metadata Fields – I believe we have this is the feedback to ensure we have the ability to add the following fields:

i. Requires data entry ability on UI:

1. EORI Number (fixed data per account)

2. Vat number (fixed data per account)

3. Tax ID number (fixed data per account)

4. Commodity Code

5. Reference Type & ID

ii. Shipper reference – think this may be available but need to understand where we enter

iii. Electronic Signature – need the ability upload and add for e-delivery of shipment docs

This is a must have so that we can add these data attributes to the commercial invoice (see below) that then ensure safe delivery to the importing country

b. Displaying and Printing Key Data on the Commercial Invoices – dependent on the above issue and fix we then need to ensure that this data is displayed on the commercial invoice when submitting and also printing (see below)

c. Ability to upload additional supporting information/documents – this is required for shipping internationally as in some cases we need to provide proof of purchase and/or purchase orders etc

Ability to provide this as special service work is completed and available in UAT for testing and signoff.

Anything related to uploading the invoice via the solution will be taken as separate feedback ticket.

JPM need this on DAY 1

JPM can only test in production version