IP.12: Access'l Chg/Credit-Accumulate

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

During the week/month, there are various Accessorial Charges and/or Credit Notes that occur. The details of these Charges/Credit Notes need to be identified, so that the computer can generate the corresponding Invoices/Credit Notes. This program allows you to enter such Accessorial Charges and Credit Note details.

Note: For related documentation and workflows, see IP - Invoice Processing.

Usage

Use this job to record chargeable Accessorial Activities as they occur, so that the computer may automatically assemble them onto one or more Invoices at Period-End (or as otherwise arranged with each Customer).

These Charges accumulate in a Collector File. It is this file which the computer subsequently uses to create an Accessorial Invoice for the Customer. (See also program IP.32 [Accessorial Charges - Generate]).

If a particular Charge is so high that you wish it to be put out on an Invoice immediately, rather than waiting for the end of the Period, enter it using program IP.13 [Access'l Chg/Credit -Immediate], rather than here.

Note:

Most Accessorial Charges occur in conjunction with Outbound Shipments. Programs OE.06 [Pick Confirmation] and OE.20 [Confirm or Modify Shipments] allow such chargeable activity to be entered at Confirmation time, rather than having to re-enter it with this program at a later date.

In addition, the computer will be automatically calculating various other Accessorial Charges when Shipments are made, and will send those Charges into the Collector file, where they will reside along with the Charges you may enter here and the Charges you may enter at BOL Confirmation time.

This means that you can review, alter, or cancel any Charge at any time, no matter how it originated, but you cannot initiate Charges for linked Rates here (this must be done in the Receiving (RE) system or program IP.13.

Print: There is no option in this program to print the values that are displayed on the screen. This can be done in program IP.93 [Cyclical and Access'l
Charges].

Preconditions

Typically, these Accessorial Charges and Credit Notes are identified as they arise throughout the week or month.

Subsequent Actions

The Accessorial Charges accumulated in this program may be printed in program IP.93 [Cyclical and Access'l Charges].

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.