Charge Owner Definition User Manual

Version: V.1.0.34
Prepared by: RAMYA R
Date: 28.07.2025

Table of Contents

1. Introduction

2. System Requirements

3. Logging In

4. Main Features and Functions

   • 4.1 Creating a Charge Owner Definition

   • Example: Charge Owner Definition for Charge Code = FRT

5. Troubleshooting Common Issues

6. FAQs

7. Support

1. Introduction

The Charge Owner Definition module allows users to assign ownership of charges (e.g., Freight, Documentation, Handling) to either a Principal or an Agency. This ensures proper allocation of revenues and costs based on the selected applicability from the Charge Master.

2. System Requirements

• User Role: Admin, Agency User, or Operations Manager

• Access: Charge Master & Charge Owner Definition privileges

3. Logging In

1. Navigate to the Zealit System login page.

2. Enter your username and password.

3. From the left-side ribbon or the search bar, open Charge Owner Definition.
   
   
   

4. Main Features and Functions

4.1 Creating a Charge Owner Definition

1. Access the Charge Owner Definition screen by:

   • Using the Search icon, or

   • Clicking ‘Open Charge Owner’ from the pop-up screen.

2. In the Charge Owner window, fill in the following details:

   • BL Type: Select 'SOC'

   • Charge Code: Auto-fetched selected code

   • Applicability: Auto-fetched from Charge Master

   • Applicability At: Select from dropdown

   • Charge Owner: Principal or Agency

   • Owner Code:

     • Not required for Principal

     • If Agency, select from dropdown

   • Valid From / Valid Till: Enter applicable dates

3. Click SAVE to create the charge owner for the selected charge code.

Note:

• If Applicability in the Charge Master = Line, it displays as SLSS-Jea.

• If Applicability = Agency, select the agency from the Applicability At dropdown.
  
  
  

Example: Charge Owner Definition for Charge Code = FRT

Defined Values:

• BL Type: SOC

• Charge Code: FRT (Freight)

• Applicability: Line (fetched from Charge Master)

• Applicability At: SLSS-JEA

• Charge Owner: Agency

• Owner Code: JEA Agency (selected from dropdown)

• Valid From: 01/01/2025

• Valid Till: 31/12/2025

Explanation:
A charge owner is defined for Freight (FRT) with Applicability set as Line. Since the Charge Owner is an Agency, the agency SLSS-JEA is selected from the dropdown. The ownership is valid from 01 Jan 2025 to 31 Dec 2025.

System Result:
Whenever Freight charges are applied under this setup, ownership will be attributed to the selected Agency (SLSS-JEA) for the defined validity period.

5. Troubleshooting Common Issues

6. FAQs

Q1: Do I need to enter Owner Code for Principal?
A: No, it is only required when Charge Owner is set as Agency.

Q2: Can Applicability be changed manually?
A: No, Applicability is auto-fetched from Charge Master.

Q3: Can multiple Charge Owners be defined for the same code?
A: Yes, but validity dates must not overlap.

7. Support

For further assistance, contact the IT Help Desk at helpdesk@aggrandizeventure.zohodesk.com