Table of contents:
- Contract Upload Audit Details in Rate Matrix
- Gate-Level Access Enforcement for Gate Manager in Indent Listing
- Reports V2 Enhancement – Readiness Notification, and Auto Refresh for Generated Reports
- Optima Manual Top-Up Enhancement for Same Delivery and Material Code
- Extended Sorting Support in Optima Input Listing
- Configurable Rank Visibility for Procure RFQ and Reverse Auction Events In Vendor portal
- Strict File Type Validation and Upload Security Enforcement
- Configurable Approval Reminder Notifications for Event-Based Workflows
- Mandatory Field Highlighting in Bulk Uploads
- Enhanced Download Options in Indent Documents Screen
Enhanced Search Capabilities in Ready for Billing
Description:
The Ready for Billing tab has been enhanced with additional search fields to improve identification and navigation of records.
With this enhancement:
- Search enabled for Drop-off Consignee (Name or Reference ID).
- Search enabled for Drop-off Depot (Name or Reference ID).
- Search enabled for Vehicle Number.
- Supports exact and partial match search.
Why This Matters:
- Improves search flexibility and ease of record identification.
- Enables faster access using destination and vehicle details.
- Aligns search experience with existing shipper portal capabilities.
- Enhances overall usability and operational efficiency.
Enhanced Contract Award Notification with Complete Commercial Details
Description:
Contract award notifications sent to transporters have been enhanced to include key commercial and contract details, providing a more complete reference for invoicing and reconciliation.
With this enhancement:
- Award notification now includes Awarded Freight Price.
- Includes Vehicle Type and Contract Type details.
- Displays Number of Trips Awarded if it’s a per trip contract.
- Applicable for lane-level awards only.
- Existing notification flow remains unchanged and continues to function as expected.
Why This Matters:
- Provides a complete reference for transporter.
- Reduces billing and reconciliation discrepancies.
- Improves clarity of awarded contract details.
Delivery-Level Hold Functionality in Optima Input
Platform: Shipper Portal
Description:
The Hold functionality in the Optima Input workflow has been enhanced to operate at the delivery level, ensuring only selected deliveries are moved to the Hold bucket.
With this enhancement:
- Hold action applies only to selected deliveries.
- Deliveries under the same Ship-To are not automatically moved unless selected.
- Behavior is aligned with existing delivery-level actions like Edit, Cancel, and Indent.
- Ensures precise control over delivery selection during Hold operations.
Why This Matters:
- Prevents unintended movement of deliveries.
- Improves accuracy and control in Optima input handling.
Delivery Date Visibility and Sorting in Optima Input
Description:
The Optima Input UI has been enhanced to display Delivery Date, enabling better visibility and prioritization of deliveries based on ageing.
With this enhancement:
- Delivery Date column added to the Optima Input main listing.
- At Ship-To level, the earliest (oldest) delivery date is displayed.
- Delivery Date is shown in DD-MM-YYYY format.
- Sorting enabled on Delivery Date (Oldest → Newest and Newest → Oldest).
- In slider view, individual delivery dates are displayed for each material.
- Data is sourced directly from the existing delivery payload without backend changes.
Why This Matters:
- Improves visibility into delivery ageing.
- Enables better prioritization of shipments.
- Enhances planning accuracy for operations teams.
- Aligns UI visibility with available backend data.
Enhanced Optima Input Export with Additional Fields
Description:
The Optima Input export has been enhanced to include additional fields available in the UI, improving consistency and usability for analysis.
With this enhancement:
- Ship-To Name is included in the export file.
- Ship-To City is captured and included in the export.
- Delivery Date is included in the export file.
- Export data is aligned with the fields visible in the Optima Input UI.
- Existing export structure and functionality remain unchanged.
Why This Matters:
- Provides a reliable cross-reference between UI and export data.
- Ensures consistency of data across system views.
Enhanced Wallet View with Details and Timeline Slider
Description:
The Wallet page has been enhanced with a slider view to provide detailed information and a complete timeline of wallet status changes, improving visibility and traceability.
With this enhancement:
- On-click slider panel introduced, aligned with Invoice page UI/UX.
- Slider includes Details and Timeline tabs.
- Details tab displays all wallet information along with Consignee Name and Reference ID.
- Timeline tab shows wallet status changes in chronological order.
- Timeline captures Status, Date & Time, User Name, Email ID, and User Type.
- Covers events such as resubmission, acceptance, and other workflow updates.
- Ensures consistency with existing UI patterns across modules.
Why This Matters:
- Provides clear visibility into wallet status history.
- Improves traceability of user actions and changes.
Contract Upload Audit Details in Rate Matrix
Description:
The Rate Matrix has been enhanced to capture and display contract upload details, providing clear visibility into who uploaded the contract and when it was first added.
With this enhancement:
- Uploaded By and Uploaded On are captured at the time of the initial contract upload.
- Existing Updated By and Updated On fields continue to track subsequent modifications.
- Upload metadata remains unchanged even after later edits.
- System-driven updates are recorded with “System” as the updater without modifying the original upload details.
- Both upload and update information are now visible in the Rate Matrix UI.
Why This Matters:
- Improves traceability of rate contract origins.
- Provides clearer ownership and history of uploads.
- Strengthens audit compliance and transparency.
Gate-Level Access Enforcement for Gate Manager in Indent Listing
Description:
Gate-level access control for the Gate Manager role is now enforced on the Indent Listing page to ensure users can view only the indents associated with their authorized gates.
With this enhancement:
- Gate Managers assigned at depot level can view indents across all gates under that depot.
- When specific gates are selected during role assignment, users can view indents only for those assigned gates.
- If a Gate Manager is not assigned to any depot, they can view indents only for the gates explicitly assigned to them.
- Indents belonging to non-assigned gates are no longer visible.
- Access control is enforced at the feature level on the Indent Listing page.
- Existing role mappings and depot-level access behavior remain unchanged.
Why This Matters:
- Ensures proper enforcement of gate-level access controls.
- Prevents unauthorized visibility of indents from other gates.
- Improves operational security and role-based data access.
- Reports V2 Enhancement – Readiness Notification, and Auto Refresh for Generated Reports
Description:
Reports V2 has been enhanced to provide better visibility and user experience during report generation by notifying users when reports are ready and automatically refreshing report status. This enhancement has currently been implemented for a few reports and will be extended to all reports moving forward.
With this enhancement:
- Push notification with report name and readiness indication is sent to the user once the report status changes to Ready.
- The Reports page auto-refreshes periodically when the user remains on the page.
- If the user navigates away and returns, the report status refreshes automatically.
- The UI updates immediately once the report becomes available for download.
Why This Matters:
- Eliminates the need for repeated manual refresh.
- Notifies users instantly when reports are ready.
- Enhances overall usability and reporting experience.
Optima Manual Top-Up Enhancement for Same Delivery and Material Code
Description:
The Optima Manual Top-Up functionality has been enhanced to support appending records even when the Delivery Number and Material Code are the same, preventing unintended overwriting of existing data.
With this enhancement:
- Manual Top-Up requests now append data instead of replacing existing records when the Delivery Number matches.
- Multiple top-ups can now coexist for the same Delivery Number and Material Code.
- The processing logic has been updated to use APPEND behavior instead of REPLACE.
- Existing records remain intact while new top-up entries are added.
Why This Matters:
- Prevents accidental overwriting of existing Optima records.
- Enables multiple top-ups for the same delivery and material combination.
- Improves flexibility in handling incremental material updates.
- Ensures safer and more reliable Optima data management.
Extended Sorting Support in Optima Input Listing
Description:
Sorting functionality has been extended to include Ship-To City and Ship-To Name in the Optima Input Listing page, enabling improved data organization at the delivery level.
With this enhancement:
- Users can sort by Ship-To City.
- Users can sort by Ship-To Name.
- Alphanumeric sorting ensures consistent and predictable ordering.
Why This Matters:
- Enhance usability and navigation.
- Improves visibility based on destination details.
- Ensures structured and reliable data sorting.
Description:
A configurable rank display mechanism has been introduced for Procure RFQ/Reverse Auction events to control when transporters can view their rank during live bidding.
With this enhancement:
- New Rank Display Mode added at event level under Bid / RFQ Settings.
- Two options available:
- ALWAYS_SHOW – Rank displayed immediately (existing behavior).
- TOP_N_ONLY – Rank displayed only when within the configured Top N threshold.
- Users can define the value of N (e.g., Top 10).
- If rank is outside the threshold, it remains hidden with neutral messaging.
- Rank is displayed automatically in real time once it enters the defined threshold.
Why This Matters:
- Encourages continued participation in competitive events.
- Prevent early drop-offs due to low rank visibility.
- Improves competitiveness in RFQ and reverse auctions.
- Provides flexible, event-level configuration without impacting existing logic.
Strict File Type Validation and Upload Security Enforcement
Description:
File upload validation has been strengthened with a strict whitelist-based enforcement mechanism to prevent unsupported or malicious file uploads and ensure secure processing.
With this enhancement:
- Whitelist-based validation implemented for approved file types: PDF, DOC, DOCX, JPG, JPEG, PNG, XLS, XLSX, CSV, TXT.
- Files are accepted only when both the file extension and corresponding MIME type match an approved pair.
- Executable files (.exe, .com, .bin, .dll) are strictly blocked.
- Script/code files (.html, .htm, .php, .pl, .vbs) are strictly blocked.
- Files with MIME type application/octet-stream are rejected by default unless explicitly allowed.
- Files containing double extensions (e.g., filename.pdf.exe, file.gif.pdf) are automatically rejected.
- Clear error messages are displayed for unsupported file types or double extension detection.
Why This Matters:
- Prevents malicious or disguised file uploads.
- Ensure consistent client and server-side validation.
- Strengthens compliance and audit readiness.
Description:
A configurable reminder notification mechanism has been introduced for approval-based events to reduce delays caused by missed approval emails.
With this enhancement:
- New “Send Reminder Notification” toggle added alongside “Send Email Notification” at role and event level.
- Reminder frequency (in hours) can be configured when enabled.
- Reminder emails reuse the same template as the initial approval email.
- Reminders are sent repeatedly at the configured frequency until approval or rejection.
- Reminder notifications stop immediately once action is completed.
- Approval/rejection links are disabled after action to prevent duplicate responses.
- Only pending approvers receive reminders with support for both parallel and sequential approval flows.
- Reduces approval delays and operational bottlenecks.
- Ensure timely completion of event-based workflows.
- Provides flexible, role-based configuration without impacting existing approval logic.
Mandatory Field Highlighting in Bulk Uploads
Description:
Mandatory fields in Material Bulk Upload and Indent Material Bulk Upload are now visually distinguished to improve clarity during data preparation and upload.
With this enhancement:
- All mandatory headers are displayed in red color.
- Optional headers remain in black color.
- Applicable in both the UI screens and downloadable templates.
- No changes to existing upload logic or validations.
- Reduces incomplete or incorrect uploads.
- Minimizes repeated upload failures.
- Improves user clarity and efficiency.
Enhanced Download Options in Indent Documents Screen
Description:
The standalone Download option in the Indent Documents screen has been enhanced to provide more granular download selections.
With this enhancement:
- Download option is enhanced into a dropdown menu.
- Users can choose to download:
- Materials
- Materials with EPOD -> Works based on feature
- Materials Comparison -> Works based on feature
- Existing documents and data logic remain unchanged.
- Provides greater flexibility in document downloads.
- Enables users to retrieve specific data as needed.
- Improves usability and document handling efficiency.