Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself.

Business Benefits

Some Clients in the system may require some Accessorial Charges to be grouped onto a separate Invoice.

This program allows you to set up these separate Invoice arrangements as required.

Note: For related documentation and workflows, see CR - Client Related.

Usage

Use this job to indicate the different Invoices into which Accessorial Charges will be grouped (e.g., a Client may request that he receive multiple Ancillary Charge Invoices for Photocopying Charges, Re-packaging Charges, etc.).

Each time you set up a Charge Master record in program CR.22 [Storage, Handling, Other Rates] for anything other than Storage, Handling or Recurring Storage, it may be given a Group code in Field 31 (Invoice Group Code). If a Charge is given a Group code, it will not appear on an Invoice with Charges that do not have this same code, but rather will be invoiced on a separate Ancillary (Accessorial) Invoice. Each separate Invoice will print the Group description (which you have entered in Field 3 (Group Code Description) of this program) on the first line of the Invoice.

The Group code does not take effect unless the Charge is accumulated for later invoicing, usually at the end of the Client's reporting Period.

If a Client does not require separate Charges, there is no need to assign Group codes. In such a case, the Invoice Group code will be blank when the Accessorial Charges are set up.

Preconditions

Client codes must have been set up in program CR.06 [Client Names and Addresses].

Subsequent Actions

If you mark a Group code for deletion, you must also clear Field 31 (Invoice Group Code) in program CR.22 [Storage, Handling, Other Rates].

Program Fields and Functions

To review a text version of the field help, click here. Click the button (or press F5) to invoke field help at any time from within the job panel itself.