Adding billing charge information on shipment orders

To add billing charge information:

  1. Select a warehouse and then select WMS > Outbound > Shipment Order.
  2. Use the Search feature to find a specific shipment order.
  3. Click on the Charge Information tab. The charge information from the Owner Billing Charge Codes tab is displayed.
  4. Review the charge information displayed.
    • If a charge should be created for the charge code displayed, select the Create Charge check box. If the check box is selected, Billing attempts to create the charge. This is the only required control. If this check box is selected but no other information is specified, Billing attempts to create the charge for the listed charge code. This assumes that Billing is set up to create a charge for the charge code.
    • If a charge should not be created, verify that the Create Charge check box is cleared (not selected). If the charge code line is displayed and the check box is not checked, Billing does not create a charge for the charge code for that transaction or line.

    This allows the flag to be used to turn off charges that billing would normally create automatically. In that case, the flag would normally be set up with a default for the OWNER to Y, and then the user could uncheck the box to turn off the charge for that transaction or transaction line.

  5. Update the Charge UOM field, if necessary. This is the unit of measure used to calculate the billing charge. To enter the UOM, there must also be a Charge Quantity and Charge Rate entered. This is because changing the UOM would cause problems with the process the billing module uses to determine quantity and rates. So, the UOM can only be used if we are sending ALL of the required elements to create the charge to billing. (CHARGE CODE, QUANTITY, UOM, RATE).
  6. Update the Charge Quantity field, if necessary. The quantity field allows the user to enter a charge quantity. This is an optional field. If it is left blank, the billing configuration will attempt to determine the quantity based on the Billing Contract setup. If a value is supplied here, the quantity will be used for the charge, and would override any quantity that the Billing module would have selected automatically. Validation that a number is entered, value should be greater than zero.
  7. Update the Charge Rate field, if necessary. The rate is similar to the Charge Quantity field. It allows the user to enter a charge rate. This is an optional field. If it is left blank, the Billing module attempts to determine the quantity based on the Billing Contract setup. If a value is supplied here, the rate will be used for the charge and would override any rate that the billing module would have selected automatically.
  8. Update the Charge Note field, if necessary. The charge comment allows you to enter a note that will pass through to the billing system as a note on the charge. This can then be included on reports from billing, as well as invoice, etc. If there is a charge code and the Create Charge field flag is selected (indication for Billing to automatically create a charge) but there is no quantity, UOM, or rate information, a note can still be entered into the Charge Comment field. The note is attached to the charge that Billing creates for the transaction line.
  9. Click Save.
  10. Click Bill Check after all of the charge information has been reviewed and updated. The Bill Check Date and the Bill Check By will be updated, and the charge information will be available for billing.