Charge Filters

Charge Filters Header Screen

On the first screen, you select charges by date range and invoice type.

From Date/To Date: The date range for charge selection. The system will look at the Charge Date on charge records and only select charges within this range.
You can leave the From Date value blank to select all charges up to a certain date.
Invoice Date: The invoice/accounting date for the selected charges. This will be used as the Invoice date for invoices generated from the selected charges.
Invoice Type: The invoice types to include in charge selection. You can use CTRL+Click to select multiple invoice types. The system will only select charge records with matching invoice type values.
Invoice Minimum: The minimum amount to invoice. When you process the selected charges as an invoice batch, the system divide the charges into individual invoices based on the invoice level and non-negotiable level defined for each customer. This means you can have multiple invoices for a single batch. If you specify an invoice minimum, the system will not generate an invoice if the total charges on the invoice do not meet or exceed this amount. This allows you to balance the cost of the invoicing process with the invoice amount.
Auto Batch: Selection that determines if existing invoice batches are automatically processed. If you select/check the Auto Batch setting, a new invoice batch with new dates is created when an existing invoice batch is posted. The From and To dates on the new invoice batch are calculated based on the From and To dates on the existing invoice batch. Note that if you select the Auto Batch checkbox, you must specify the From Date and To Date on the existing invoice batch to execute the Auto Batch process.

Specify your selection criteria, and then click Proceed to continue to the next step. The system displays the Charge Filters detail lines.

Charge Filters Detail Screen

On this screen, you can create a multi-line charge filter to further restrict the charges selected for processing.

Charge Type

The type of value you want to filter on. Valid types are:

Facility/Warehouse
Customer
Bill-To
Order Number
Order Type
Charge Code
Charge Number

Operator

The search operator to use, such as equals, greater than, between, and so on If you want to simply match a single value, use the default operator of equals.

First Value

The first value to use in this query string. If you set the operator to equals, this is the value you want to match.

Second Value

Only valid for the In/Between operators. Enter the second value in the range.

AND/OR

Only valid if you are entering multiple filter lines. AND will only select values that match both this statement and the following statement; OR will select values that match either statement.

To enter an additional line, click Save. The system saves the current line and creates a new blank line. Continue to enter as many lines as necessary to fully define your filter.

If you want to save this filter for future use, click Create Filter. The system will prompt you for the filter name. After you save the filter, you can access it from the Saved Filter screen and re-run the filter as often as necessary.

To run the filter and select charges, click Show Charges. The system displays a list of all matching charges.

Charge Filters – Charge List

After you run a filter (either a newly created filter or a saved filter), the system displays a list of all matching charges. You can perform the following actions from this screen:

Remove charges.
If there are charges displayed that you don’t want to include in your invoice batch, you can remove the charges before creating the batch. Select each charge you want to remove, and then click Remove Charges.
Add charges to a new or existing batch
When you are satisfied with the displayed charges, you can either create a new invoice batch, or add the charges to an existing batch.

To create a new batch, click Create New Batch. The system creates a new batch and displays the batch information on the Batches screen.

To add to an existing batch, click Add to Existing Batch. The system prompts you to select a valid batch number. After you make your selection, the system adds the charges and displays the batch on the Batches screen.