BILLING – INVOICING – APPLY CHARGES FOR EVENTS SCREEN

Update 22 Init 14

Overview

• This screen allows you to Apply Charges that are setup using the Add Update Charges Screen to Automatically Insert against past events.
• *Note* If under the Trucking Contract Screen you have the Manually Charge Account box checked; you will not be able to generate charges to that trucking contract unless you uncheck the box.
• For example you can retroactively apply a BOL fee for every order shipped for the past month.
  • To Apply Charges:
  1. Select the Account that you will work with.
  2. Next, highlight the setup charges in the left list you wish to Apply
  3. Select an Event Type to apply the charges to.
  4. Highlight the Events in the lower list to apply the charges to.
  5. Click the Generate Charges button.
     • When the charges are applied, you will see the charges column increase.  The charges column reflects the number of charges applied to that event currently.
• Inventory Charges can be applied to All Accounts at one time as follows:
  1. Select Current Inventory Levels from the Type (#3) Drop-Downs
  2. Select Inventory from the Type Drop Down under the Account (#1) drop down
  3. Select – All – from the Account Drop Down (#1).
  4. Highlight the desired inventory setup charges in the left list (#2).
  5. The right list will display a list of accounts that have inventory setup charges.  Highlight the desired accounts and click Generate Charges (#5).

Sections

• Event Filters Section
  • Contains box
  • Event Date Start
  • Event Date Stop
  • Filter By Date box
  • Order # dropdown
  • Types dropdown
• Settings For Generated Charges Section
  • Skip If Charges Exists for Events box
  • Status dropdown
  • Override Apply date
• Set-up Charges Section
  • Account
  • Type

List Columns

• Events List Columns
  • Charges
  • BOL #
  • BOL Type
  • Ship Date
  • Ship To
• Set up Charges To Generate List Columns
  • This List Column would have the charges set to be generated.
• Comment
• Rate

Buttons

• Generate Charges
  • This would generate charges that were highlighted on the set up charges list to the event(s) under the events list column.
• Refresh