IP.24: Accessorials -Invoices Preview

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

The information required for Accessorial Charges (or Credit Notes) is generated in program IP.32 [Ac cessorial Charges - Generate]. These details must eventually be transferred onto Invoices to be sent to your Clients.

On a trial basis, this program prints these Invoices for you.

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

Usage

On a trial basis, this program is the same as program IP.53 [Accessorial Charges - Invoices] and is used to print Accessorial Charge Invoices or Credit Notes for your Clients.

When printing trial Invoices, none of the live files are used. Instead, the program uses its own "trial" files.

The first page of the printout shows the Batch generation parameters.

Preconditions

The "trial run" option is available only if you set Field 18 (Accessorial Trial Invoice) of program WP.92 [Invoicing Profiles] to O (Optional) or R (Required).

Accessorial Charge Invoices must have been generated in program IP.23 [Accessorials -Generate Preview].

Detail and/or summary information will print according to the value set up in Field 32 (Accessorial Invoice Type) of program CR.18 [Client Arrangements].

A standard Message may be printed on the Accessorial Charge Invoice by entering the corresponding code in Field 49.1 (Accessorial Invoice Message Code) of program CR.18 [Client Arrangements].

Subsequent Actions

Upon acceptance of the printout, the Invoice details are removed from the "trial" files, which means that a re-print is not possible.

The Batch is flagged as printed, which means that it becomes available to be used for generation of real Invoices in program IP.32 [Accessorial Charges - Generate].

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.