Freight Invoices
The carrier bill, matched against what was agreed. Freight audit is the highest-return process in transportation and it is nothing more than comparing three numbers.
Where to find it
- Module: Supply Chain
- Group: Transportation
- Section: Freight Settlement
- Screen: Freight Invoices
Address in the console: /scm/freight-invoices
List · 11 columns · 11 fields on its form · 2 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Invoice | Code | invoice_no |
| Carrier | Text | carrier_name |
| Their reference | Code | carrier_invoice_no |
| Date | Date | invoice_date |
| Billed | Amount | invoiced_amount |
| Agreed | Amount | expected_amount |
| Variance | Amount | variance_amount |
| Variance % | Number | variance_pct |
| Bad lines | Number | exception_lines |
| Posted as | Code | ap_invoice_no |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Carrier required | Choice | Looked up from existing records | |
| Their invoice number | Text | ||
| Invoice date | Date | ||
| Due date | Date | ||
| Currency | Choice | Configuration list | |
| Amount billed required | Number | ||
| Amount approved | Number | ||
| Cost center | Choice | Looked up from existing records | |
| Dispute | Long text | ||
| Disputed amount | Number | ||
| Notes | Long text |
What you can do here
Audit it primary
Compare it to what was agreed, line by line
Asks for: Tolerance % Tolerance amount
Post to payables
Raise the supplier invoice
Asks for: Amount to approve Cost center
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.