Create Freight Invoice

Introduction:

This guide will explain how to create a Freight Invoice and the options it takes you based on existing Freight Invoices.

Use Cases Solves:

  • As a user, I have received a Carrier Freight Invoice and need an associated blank freight invoice in the system with the data on the Freight Invoice.
  • As a user, I have received a Carrier Freight Invoice via E-mail or Mail and I need to look up the invoice in my system to determine if I already have a match. If there is a match then I want to use the data from the matched Shipment or BOL to create the invoice and save me from keying.
  • As a user, I have received a duplicate, revised, or balance due Carrier Freight Invoice. I need the system to perform a lookup and verify if I already have a Freight Invoice in the system.

Creating a Freight Invoice

The Create Freight Invoice modal is available for user roles that have the need to create freight invoices. The option to start the workflow is by navigating to 'Freight Audit' in the left hand panel. When on this page select the Gears and select 'Create Freight Invoice'.

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You will start by selecting a carrier to help narrow down a match for the freight invoice you are looking for.

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Once a carrier is selected, you will be able to search for a PRO #. This search field will look through BOL's and Shipments to try and find the best PRO # match.

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If the BOL or Shipment you are querying is listed, and you would like to create a freight invoice for it, click the list item to see additional options.

  • If you select a BOL item that has a PRO # that does NOT exist on a Freight Invoice, you will have the option to proceed and open the BOL or create a Freight Invoice based on the BOL information.

    Note: Clicking on the BOL button will close the Freight Invoice editor and open the BOL.

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  • If you select a Shipment item that has a PRO # that does NOT exist on a Freight Invoice, you will be able to open the shipment or create a Freight Invoice based on the Shipment Information.

    Note: Clicking on the Shipment button will close the Freight Invoice editor and open the shipment.

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  • If you select a BOL or Shipment that has a PRO # that DOES match the PRO # on a Freight Invoice, you will be able to open the bol / shipment, open the existing Freight Invoice, or create a Freight Invoice Revision.

    Note: Clicking on the Freight Invoice Button will close the Freight Invoice editor and open the Freight Invoice with the latest revision.

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If the PRO # entered into the search field does not exist on a BOL or Shipment but does exist on a Freight Invoice, you will have the option to open the Freight Invoice or create a revision.

 

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If the PRO # entered does not exist on a BOL, Shipment, or Freight Invoice, you can press Create a Blank Freight Invoice to start a Freight Invoice from scratch.

 

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