SAQA All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.
SOUTH AFRICAN QUALIFICATIONS AUTHORITY 
REGISTERED UNIT STANDARD: 

Generate invoices, credit notes and landed costings 
SAQA US ID UNIT STANDARD TITLE
252411  Generate invoices, credit notes and landed costings 
ORIGINATOR
SGB Transport and Logistics Operations 
PRIMARY OR DELEGATED QUALITY ASSURANCE FUNCTIONARY
-  
FIELD SUBFIELD
Field 11 - Services Transport, Operations and Logistics 
ABET BAND UNIT STANDARD TYPE PRE-2009 NQF LEVEL NQF LEVEL CREDITS
Undefined  Regular  Level 3  NQF Level 03 
REGISTRATION STATUS REGISTRATION START DATE REGISTRATION END DATE SAQA DECISION NUMBER
Reregistered  2015-07-01  2018-06-30  SAQA 10105/14 
LAST DATE FOR ENROLMENT LAST DATE FOR ACHIEVEMENT
2019-06-30   2022-06-30  

In all of the tables in this document, both the pre-2009 NQF Level and the NQF Level is shown. In the text (purpose statements, qualification rules, etc), any references to NQF Levels are to the pre-2009 levels unless specifically stated otherwise.  

This unit standard replaces: 
US ID Unit Standard Title Pre-2009 NQF Level NQF Level Credits Replacement Status
11258  Generate shipment costings, invoices, credit notes and estimates  Level 4  NQF Level 04  Complete 

PURPOSE OF THE UNIT STANDARD 
The person credited with this unit standard is able to go through the process of obtaining the correct information in order to generate the applicable voucher. This will mean the learner can identify the correct data and identify missing information required in order to complete the transaction. Learners will also be able to compile the relevant voucher in accordance with requirements and then to hand the work over for checking and verification to authorised individuals.

The qualifying learner is capable of:
  • Gathering information to carry out processes.
  • Generating the voucher by using the relevant information.
  • Submitting work for checking and verification. 

  • LEARNING ASSUMED TO BE IN PLACE AND RECOGNITION OF PRIOR LEARNING 
    Learners accessing this qualification will be assumed competent in:
  • Communication at NQF Level 2 or equivalent.
  • Mathematical Literacy at NQF Level 2 or equivalent. 

  • UNIT STANDARD RANGE 
    N/A 

    Specific Outcomes and Assessment Criteria: 

    SPECIFIC OUTCOME 1 
    Gather information to carry out processes. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The information required to generate invoices, credits notes and costings is explained in the context of forwarding transactions. 
    ASSESSMENT CRITERION RANGE 
    Information required may include but is not limited to invoicing, credit notes and costing structures, supporting voucher/documentation, chargeable rates, contractual agreements, statutory charges and levies, third party charges, estimates, procedural instructions, posting codes and debtor and payment terms.
     

    ASSESSMENT CRITERION 2 
    Information is obtained to carry out invoicing, credit note and costing procedures. 

    ASSESSMENT CRITERION 3 
    Instructions are checked against the information required to carry out the process. 

    ASSESSMENT CRITERION 4 
    Missing information is obtained in order to carry out the process. 

    ASSESSMENT CRITERION 5 
    The consequences of carrying out invoicing, credit note and costing procedures with incomplete and/or incorrect information are explained with examples. 

    SPECIFIC OUTCOME 2 
    Generate the voucher by using the relevant information. 
    OUTCOME RANGE 
    Voucher may include but is not limited to invoices, credit notes and costings. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    The information relevant to the transaction is selected in terms of the voucher to be generated. 

    ASSESSMENT CRITERION 2 
    Tariffs and disbursements are applied to compile the voucher according to organisational procedures. 

    ASSESSMENT CRITERION 3 
    The voucher is produced in accordance with organisational procedures. 

    ASSESSMENT CRITERION 4 
    The consequences of producing inaccurate and/or incorrect vouchers are explained with examples. 

    SPECIFIC OUTCOME 3 
    Submit work for checking and verification. 

    ASSESSMENT CRITERIA
     

    ASSESSMENT CRITERION 1 
    Reconciliation is effected against the information provided to generate the voucher. 

    ASSESSMENT CRITERION 2 
    Documentation is collated in accordance with organisational policies and procedures. 

    ASSESSMENT CRITERION 3 
    Completed work is handed over for checking and verification to authorised individuals. 

    ASSESSMENT CRITERION 4 
    The consequences of not submitting vouchers for verification are explained with examples. 


    UNIT STANDARD ACCREDITATION AND MODERATION OPTIONS 
  • An individual wishing to be assessed (including through RPL) against this unit standard may apply to an assessment agency, assessor or provider institution accredited by the relevant ETQA.
  • Anyone assessing a learner against this unit standard must be registered as an assessor with the relevant ETQA.
  • Any institution offering learning that will enable achievement of this unit standard or assessing this unit standard must be accredited as a provider with the relevant ETQA.
  • Moderation of assessment will be conducted by the relevant ETQA at its discretion. 

  • UNIT STANDARD ESSENTIAL EMBEDDED KNOWLEDGE 
  • Principles of fixed and variable costings.
  • Processes and procedures involved in invoicing and credit note generation.
  • Types and sources of the various documentation used for invoicing, credit notes and costing purposes.
  • The principles of factorisation.
  • Statistical data for weight, area, volume and price.
  • Formulas for working out numerical values. 

  • UNIT STANDARD DEVELOPMENTAL OUTCOME 
    N/A 

    UNIT STANDARD LINKAGES 
    N/A 


    Critical Cross-field Outcomes (CCFO): 

    UNIT STANDARD CCFO IDENTIFYING 
    Identify and solve problems pertaining to the generating of invoices, credit notes and landed costings. 

    UNIT STANDARD CCFO WORKING 
    Work effectively with others to ensure all the required information to produce the vouchers is obtained and shared. 

    UNIT STANDARD CCFO ORGANISING 
    Organise and manage oneself and one's activities. 

    UNIT STANDARD CCFO COLLECTING 
    Collect, analyse, organise and critically evaluate information which can be used to generate forwarding industry invoices, credit notes and landing costings. 

    UNIT STANDARD CCFO COMMUNICATING 
    Communicate effectively when handing over completed work for checking. 

    UNIT STANDARD CCFO SCIENCE 
    Use science and technology to produce and store the required voucher. 

    UNIT STANDARD CCFO DEMONSTRATING 
    Demonstrate an understanding of the world as a set of related systems where the poor generation of vouchers has a negative impact on both the organisation and clients. 

    UNIT STANDARD CCFO CONTRIBUTING 
    In order to contribute to the full personal development of each learner and the social and economic development of society at large, it must be the intention underlying any programme of learning to make an individual aware of the importance of:
  • Developing entrepreneurial opportunities for the forwarding industry. 

  • UNIT STANDARD ASSESSOR CRITERIA 
    N/A 

    REREGISTRATION HISTORY 
    As per the SAQA Board decision/s at that time, this unit standard was Reregistered in 2012; 2015. 

    UNIT STANDARD NOTES 
    This unit standard replaces unit standard 11258, "Generate shipment costings, invoices, credit notes and estimates", Level 4, 8 credits. 

    QUALIFICATIONS UTILISING THIS UNIT STANDARD: 
      ID QUALIFICATION TITLE PRE-2009 NQF LEVEL NQF LEVEL STATUS END DATE PRIMARY OR DELEGATED QA FUNCTIONARY
    Elective  59365   National Certificate: Freight Forwarding and Customs Compliance  Level 3  NQF Level 03  Reregistered  2018-06-30  TETA 


    PROVIDERS CURRENTLY ACCREDITED TO OFFER THIS UNIT STANDARD: 
    This information shows the current accreditations (i.e. those not past their accreditation end dates), and is the most complete record available to SAQA as of today. Some Primary or Delegated Quality Assurance Functionaries have a lag in their recording systems for provider accreditation, in turn leading to a lag in notifying SAQA of all the providers that they have accredited to offer qualifications and unit standards, as well as any extensions to accreditation end dates. The relevant Primary or Delegated Quality Assurance Functionary should be notified if a record appears to be missing from here.
     
    1. Centre for Logistics Excellence (Pty) Ltd 
    2. Global Maritime Legal Solutions (Pty) Ltd 
    3. Innovative Shared Services 
    4. Learning Exchange Pty (Ltd) 
    5. METRO MINDS 
    6. NOSA LOGISTICS (PTY) LTD 
    7. P and R Development and Training (Pty) Ltd 
    8. Phephani Learnerships cc 
    9. School of Shipping 
    10. Skills Development Specialists 



    All qualifications and part qualifications registered on the National Qualifications Framework are public property. Thus the only payment that can be made for them is for service and reproduction. It is illegal to sell this material for profit. If the material is reproduced or quoted, the South African Qualifications Authority (SAQA) should be acknowledged as the source.