Bill of Entry to Lot Number Staging Wizard¶

Project Overview¶

The Bill of Entry to Lot Number Staging Wizard is a guided workflow developed to simplify and standardize the Bill of Entry approval and Lot Number Staging process within the Canofy application.

The existing process required users to manually navigate across multiple pages, perform workflow actions in the correct sequence, and verify several validations before Lot Number Staging could be created. This wizard consolidates the entire workflow into a step-by-step interface, making the process easier to follow while preserving all existing business rules and validations.

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Objective¶

The primary objective of this wizard is to:

• Simplify the Bill of Entry workflow.
• Reduce manual navigation between DocTypes.
• Guide users through each workflow stage.
• Ensure mandatory validations are completed before proceeding.
• Minimize user errors.
• Improve overall user experience without changing the underlying business logic.

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Existing Business Process¶

Before this wizard, users had to perform the following steps manually:

1. Search for or create a Bill of Entry.
2. Fill all required Bill of Entry details.
3. Upload the BOE PDF.
4. Save the document.
5. Match Products.
6. Verify all Part Codes.
7. Resolve Product Master mismatches if any.
8. Submit the Bill of Entry.
9. Approve the Bill of Entry.
10. Wait until the status becomes Ready for Lot Number Staging.
11. Execute Create Lot Number Staging.
12. Navigate to Connections.
13. Open the generated Lot Number Staging document.
14. Review all line items.
15. Submit the Lot Number Staging.
16. Execute Create Lot Number.
17. Verify Lot Numbers.
18. Open generated Lot Numbers.

Although every step already existed in the application, users were required to navigate between multiple screens and remember the correct sequence.

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Wizard Implementation¶

The wizard was designed as a guided interface that walks users through the complete process one step at a time.

Instead of requiring users to remember the workflow, the wizard presents only the required action for the current stage.

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Wizard Flow¶

Bill of Entry
      │
      ▼
Create / Open BOE
      │
      ▼
Upload Documents
      │
      ▼
Match Products
      │
      ▼
Review Validation
      │
      ▼
Submit BOE
      │
      ▼
Approve BOE
      │
      ▼
Ready for Lot Number Staging
      │
      ▼
Create Lot Number Staging
      │
      ▼
Review Lot Number Staging
      │
      ▼
Submit Staging
      │
      ▼
Create Lot Numbers
      │
      ▼
Review Generated Lot Numbers

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Wizard Steps¶

Step 1 – Search or Create Bill of Entry¶

The wizard allows users to either:

• Search for an existing Bill of Entry
• Create a new Bill of Entry

If creating a new BOE:

• Enter mandatory information
• Enable Inventory Workflow
• Upload BOE PDF
• Save the document

Expected Status:

Pending Review

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Step 2 – Product Matching¶

The wizard initiates the Product Matching process.

During this stage it:

• Executes Match Product
• Reviews matched products
• Displays matching status
• Identifies unmatched Part Codes
• Prevents users from proceeding if mandatory validation fails

If unmatched products exist, the wizard guides users to create Product Master records before continuing.

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Step 3 – Review and Approval¶

After successful matching, the wizard guides users through:

• Reviewing all line items
• Verifying invoice numbers
• Verifying Part Codes
• Confirming every row is successfully matched

Workflow Actions:

Submit
↓

Reviewed

↓

Approve BOE

Expected Status:

Ready for Lot Number Staging

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Step 4 – Create Lot Number Staging¶

Once the BOE reaches the required workflow state, the wizard provides the option to:

• Execute Create Lot Number Staging
• Display success confirmation
• Navigate directly to the newly created staging document

Expected Status:

Draft

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Step 5 – Review Lot Number Staging¶

The wizard opens the generated Lot Number Staging document for review.

Users can verify:

• Header information
• Item details
• Quantities
• Warehouse information
• Transaction information

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Step 6 – Submit Lot Number Staging¶

After review, the wizard performs:

Submit

Workflow Status:

Reviewed

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Step 7 – Generate Lot Numbers¶

The wizard executes:

Create Lot Number

During this stage:

• Existing application logic generates Lot Numbers.
• Progress is displayed.
• Success message is shown upon completion.

Expected Status:

Lot Number Created

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Step 8 – Review Generated Lot Numbers¶

The final step allows users to:

• Open generated Lot Numbers
• Verify Product Code
• Verify Invoice Number
• Verify Item Description
• Verify Generated Records

Once verified, the generated Lot Numbers are ready for downstream processes such as the GRV to CGRN Import Wizard.

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Validation¶

The wizard performs validations throughout the workflow.

These include:

• Mandatory BOE information
• Inventory Workflow enabled
• Product Matching completed
• Part Codes matched
• Invoice validation
• Workflow state validation
• Lot Number Staging creation validation
• Lot Number generation validation

The wizard prevents users from progressing until mandatory validations are satisfied.

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Part Code Mismatch Handling¶

If Product Matching identifies unmatched Part Codes:

1. Navigate to Product Master.
2. Create the missing Product Master.
3. Return to the Bill of Entry.
4. Execute Match Product again.
5. Verify all Part Codes are matched.
6. Continue with the remaining workflow.

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Benefits¶

• Guided step-by-step workflow
• Reduced manual navigation
• Improved usability
• Standardized business process
• Reduced user errors
• Faster BOE processing
• Easier validation
• Better user experience
• Reuses existing workflow logic
• No changes to existing business rules

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Technologies¶

• Frappe Framework
• ERPNext
• Python
• JavaScript
• HTML
• CSS

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Future Enhancements¶

• Automatic workflow progression
• Dashboard for workflow progress
• Error summary page
• Audit log
• Bulk Bill of Entry processing
• Email notifications
• Role-based wizard access
• Workflow analytics

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Conclusion¶

The Bill of Entry to Lot Number Staging Wizard provides a structured, user-friendly interface for completing the entire Bill of Entry approval and Lot Number Staging workflow. By consolidating multiple manual steps into a guided process while reusing the existing application logic, the wizard improves usability, reduces manual effort, and ensures users follow the correct workflow from Bill of Entry creation through successful Lot Number generation.