New Freight Invoice
- Megan Stanage (Unlicensed)
When you click Invoice on a Transportation Tender Summary, the New Freight Invoice page opens.
The New Freight Invoice page allows you to create invoices.
Enter the desired information and click Create Transaction.
General Tab
| FIELD | DESCRIPTION |
|---|---|
| Business Transaction | |
| Transaction Type | This field automatically populates with a freight invoice based on the tender. |
| Reference Number | Enter the freight invoice reference number, if not system generated. |
| External Reference Number | Enter an external reference number, if applicable. |
| Carrier | |
| Carrier | Select a carrier for the invoice. |
| Carrier Service | Select a carrier service for the invoice. |
| Carrier Invoice Number | Enter the carrier invoice number. |
| Details | |
| Transportation Tender | Enter the tender number, if not system generated. |
| Cost Type | Select the cost type for the invoice. |
| Invoice Date | Select the invoice date. |
| Load | Enter the load number. |
| Currency Code | Select the currency code for the invoice. |
Documents Tab
Add, delete, or download documents.
Note
This tab is only visible if the business transaction type has at least one document-type configuration set up.
Attributes Tab
This tab changes depending on the configured freight invoice attributes.
Lines
Important
You must fill out all required fields in the above section and click Save to enable the Lines section.
| BUTTON | DESCRIPTION |
|---|---|
| New | Click this button to add a freight invoice line. |
| Edit | Highlight a record and click this button to edit line details. |
| Delete | Highlight a record and click this button to delete line details. |
Add or Edit Freight Invoice Line
| FIELD | DESCRIPTION |
|---|---|
| Line Number | Select the number for the line, if not system generated. |
| Freight Item | Select the freight item. |
| Description | Enter a description for the line. |
| Amount | Select an amount. Important
|