Sales Quote: Separate Billings per Service Type and Internal Jobs

This document describes the Separate Billings per Service Type option on Sales Quote and the behaviour of Internal Jobs when a related service has no charges.

1. Checkbox: Separate Billings per Service Type

On the Sales Quote, in the Routing tab, the field Separate Billings per Service Type controls how charges are applied when creating Bookings and Orders from the quote.

Checkbox	Behaviour
Checked	Each Booking/Order gets only the charges that match its service type. Air Booking gets Air charges only; Sea Booking gets Sea charges only; Transport Order gets Transport charges only; Declaration gets Customs charges only.
Unchecked	All charges from the Sales Quote are added to the Booking/Order whose document type matches the quote Main Service (e.g. Sea Booking when quote Main Service is Sea). This applies regardless of the Main Service checkbox on that booking. Other service types still get their own Bookings/Orders with only their service-type charges; legs with no charges follow the Internal Job rules below.

1.1 Quote Main Service vs booking Main Service checkbox

Two different fields control related but distinct behaviour:

Field	Where	Role
Main Service (`main_service`)	Sales Quote header (Routing)	Selects which service mode carries combined billing when Separate Billings is off (Air, Sea, Transport, Customs, …).
Main Service (`is_main_service`)	Booking / Order / Job (Charges tab → Job Details)	Marks service role (primary operational job, internal-job hub, invoice routing). Does not gate charge rollup when Separate Billings is off.

Charge rollup when Separate Billings per Service Type is off (example: quote Main Service = Sea):

Document	Main Service checkbox	Charges loaded
Sea Booking	Checked or unchecked	All quote charges (Air + Sea + Customs + …)
Air Booking	Either	Air only
Declaration Order	Either	Customs only (plus customs-parameter filtering)
Transport Order	Either	Transport only

When Separate Billings per Service Type is on, every document gets only charges matching its own service type (Sea Booking → Sea only), regardless of the quote Main Service field.

1.3 Multimodal quotes (Air + Sea + Transport + Customs on one Sales Quote)

A single Sales Quote may include charge lines for several service types (for example Air FREIGHT, Sea FREIGHT, Transport DELIVERY, Customs BROKERAGE, and Special Project fees). When you create or fetch charges onto operational documents, each booking/order receives only the lines for its own service type — unless combined billing applies (see §1.1).

Operational document	Charges loaded from quote
Air Booking / Air Shipment	Air only
Sea Booking / Sea Shipment	Sea only
Transport Order / Transport Job	Transport only
Declaration Order / Declaration	Customs only (plus customs-parameter filtering)
Special Project / programme jobs	Per programme rules (see Special Projects)

Combined billing exception: When Separate Billings per Service Type is off and the quote Main Service matches the document type (e.g. Main Service = Sea on a Sea Booking), that main-service document receives all quote charge rows. Other service documents still receive only their own service_type.

Example: quote Main Service = Special Project

Quote PQ00234 (Main Service = Special Project, Separate Billings = off) has five charge lines:

#	Item	Service type	Scope
1	FREIGHT	Air	Linked
2	FREIGHT	Sea	Linked
3	DELIVERY	Transport	Linked
4	BROKERAGE FEE	Customs	Linked
5	SP-PM-FEE	Special Project	Main

Expected split when creating jobs from this quote:

Document	Charges loaded
Air Booking (e.g. ABK-000000763)	Row 1 — Air FREIGHT only
Sea Booking	Row 2 — Sea FREIGHT only
Transport Order	Row 3 — DELIVERY only
Declaration Order	Row 4 — BROKERAGE FEE only
Special Project	Row 5 and programme rules for Main scope

Sea charges must not appear on an Air Booking. If they do (for example after an older fetch), remove the Sea line or re-fetch from quotation after the platform update; create a Sea Booking for the Sea FREIGHT leg.

Fetch from Quotation / Create from Sales Quote

Air Booking → Fetch from Quotation copies Air charge lines only and links them to an Air Linked Service on the booking.
Sea Booking copies Sea lines only.
Do not expect one operational document to carry freight charges for multiple modes unless that document is the combined-billing main service (§1.1).

Linked Services

Each charge line on the quote may reference a quote-level Linked Service (Internal Job). When you convert a full quote to a booking or order, the system clones those legs onto the operational document while the quote keeps its originals (same pattern as charge rows). Blanket call-off conversions clone only the legs tied to selected charges.

On operational documents (Sea/Air bookings and shipments, Transport orders and jobs), the Services tab shows a read-only view of that document's linked legs. Full user guide: Linked Services on Operational Documents.

An Air Booking should have Air Linked Services tied to Air charge rows — not Sea/Transport/Customs services unless those are separate internal legs created deliberately.

1.2 Charge tables on Bookings/Orders

When Separate Billings per Service Type is checked: each document’s charges table is populated only with Sales Quote Charge rows where service_type matches that document (Air, Sea, Transport, Customs, etc.). Existing charge tables support this; ensure filters use service_type when this option is on.
When Separate Billings per Service Type is unchecked: the main service Booking/Order must accept all charge types. Charge tables (e.g. Air Booking Charges, Sea Booking Charges, Transport Order Charges, Declaration Charges) must allow all charges from the quote—i.e. allow rows that may have different service_type or an “other service” indicator (e.g. other_service_type) so that the main job can carry Air + Sea + Transport + Customs + Warehousing etc. as needed.

Complete field reference

Fields mentioned here (Separate Billings per Service Type, Internal Job, Main Job, routing, charges) are on Sales Quote and on each Booking / Order / Job DocType. Full column lists:

2. Internal Job: prerequisites before creation

When creating a Booking/Order as an Internal Job for a related service (e.g. Customs, Transport leg):

The Sales Quote (or programme parent such as Docket / Special Project) must have at least one charge line for that service_type.
A matching Internal Job must be defined on the Internal Jobs tab (Sales Quote internal_job_details, or the parent’s internal_job_details / internal_jobs table) with parameters that align to those charge lines.

If either is missing, creation is blocked with a clear message. The system no longer auto-creates internal jobs for legs with no quote charges.

2.1 Tagging as Internal Job

Set Internal Job = 1 (or equivalent checkbox) on that Booking/Order/Job.
Set Main Job reference to the main service job (the one that carries customer billing). This links the internal job to the main job for cost allocation and internal billing.

2.2 Internal billing and revenue/cost

For an Internal Job:

Charges: Add applicable charges as internal billing (e.g. internal transfer / intercompany or internal cost allocation, not customer-facing).
Revenue: Revenue of the Internal Job is set equal to the Cost of the Main Job (the cost allocated to or incurred by the main job for this service).
Cost: Cost is as per tariff (or cost tariff) for the internal job’s service.

So:

Revenue (Internal Job) = Cost of Main Job (allocated to this internal service).
Cost (Internal Job) = As per tariff.

This keeps internal jobs at cost-neutral or at transfer price relative to the main job.

3. Summary

Scenario	Separate Billings = Yes	Separate Billings = No
Booking/Order matching quote Main Service (e.g. Sea Booking when quote Main Service = Sea)	Only charges for that service type	All charges from the quote (all service types) — Main Service checkbox does not matter
Other service Booking/Order (has charges in quote)	Only charges for that service type	Only charges for that service type
Other service Booking/Order (no charges or no matching Internal Job on quote)	Blocked — add charge lines and a matching Internal Job on the Internal Jobs tab	Same

4. Implementation notes

Sales Quote: Field separate_billings_per_service_type (Check) is in the Routing section.
Bookings/Orders (e.g. Air Booking, Sea Booking, Transport Order, Declaration Order / Declaration): Support fields Internal Job (Check) and Main Job (reference: e.g. main_job_type + main_job Dynamic Link, or single link to the main job document).
Charge population:
- If separate_billings_per_service_type is true: filter Sales Quote Charges by service_type per document.
- If false: the document whose doctype matches quote main_service gets all Sales Quote Charges (no service_type filter), without requiring is_main_service on that document; other documents get only their service type; internal jobs require both charge lines for the service and a matching row on the Internal Jobs tab.
Internal Job: When creating a job/booking/order as an internal leg, ensure charge lines exist for that service and a matching Internal Job is configured on the quote before using Create Internal Job or Create Booking/Order.

5. Proposed design: dialog-driven Internal Job creation

5.1 Why change current flow

Current implementation auto-creates Internal Jobs for no-charge non-main legs, but users cannot confirm assumptions before creation. This update introduces a guided dialog so users can review defaults and provide missing operational details in one step.

5.2 Trigger points

Event the dialog when all conditions are true:

User initiates Create Bookings/Orders from a Sales Quote.
Leg is non-main.
Leg service has no quote charges (internal job condition).
Target document is not already created for that leg.

If multiple legs qualify, show the dialog once per leg in sequence, or as a leg selector within one modal.

5.3 Dialog goals

Confirm that this leg will be created as an Internal Job.
Pre-populate fields from Sales Quote, routing leg, and defaults.
Collect only details that are still missing and required for the target job type.
Prevent creating incomplete Internal Jobs.

5.4 Dialog structure

Suggested modal title:

Create Internal Job - {service_type} ({leg_identifier})

Sections:

Context (read-only)
- Sales Quote
- Main Job (type + document)
- Service Type
- Routing leg reference
Prefilled defaults (editable)
- Company / Billing Company
- Branch / Cost Center / Department (if applicable)
- Posting date / Expected dates
- Currency and exchange rate policy
Required additional details (must fill before submit)
- Operation owner / assignee
- Vendor or partner details (if service-specific)
- Service-specific operational fields (vehicle, vessel, customs office, etc.)
Internal billing preview (read-only with override controls where allowed)
- is_internal_job = 1
- main_job_type and main_job
- Revenue basis: = main job allocated cost
- Cost basis: = tariff / configured costing rule

5.5 Default population rules

Use deterministic fallback order:

Routing leg values (highest priority)
Sales Quote header values
Party / company defaults
System defaults

Examples:

Company: leg company -> quote company -> user default company.
Branch/cost center: leg -> quote -> company default.
Dates: quote transaction date -> today.
Currency: quote currency -> company currency.
Main Job reference: always derived from the already-resolved main service document.

5.6 Required field strategy

Before showing submit action:

Resolve required fields by target DocType metadata + service-specific rules.
Mark fields as:
- Required now (must be entered in dialog)
- Can defer (allowed empty at creation, completed later)
Disable submit until all Required now fields are valid.

Validation messages should be field-level and actionable (for example: Select Transporter for Transport Internal Job).

Create Internal Job
- Creates document with defaults + user input.
- Applies internal flags and main-job linkage.
- Runs normal server validations and returns created doc link.
Skip this leg
- Does not create current internal job; continue with other legs.
- Log skipped leg in result summary.
Cancel all
- Stop creation flow; no further legs processed.

5.8 Post-submit behavior

After each successful creation:

Event toast with created document name and service type.
Append to a final summary table:
- Created
- Skipped
- Failed (with reason)

If server-side creation fails, keep dialog open with returned error and preserve entered values.

5.9 API and backend expectations

Keep existing backend rule: no-charge non-main service => internal job semantics.
Extend create method input contract to accept internal_job_dialog_payload per leg.
Server remains source of truth for:
- Internal job flagging
- Main job link integrity
- Revenue/cost basis assignment
- Permission and mandatory validation

5.10 Non-functional considerations

Auditability: store who confirmed dialog and when.
Idempotency: repeated submit should not duplicate jobs for same quote leg.
Performance: bulk-create path should still support multi-leg processing with minimal round trips.
Consistency: same dialog pattern should be reusable across Air, Sea, Transport, and Customs flows.

Sales Quote — Service Scope, Linked Services, and Separate Billings