Creating Transport Invoices

Once a transport request has been delivered, it can be invoiced. Transport invoices for transport requests initiated in the Transport module are saved in a SOP batch. When transport requests initiated from the Rental module are marked for invoicing, they are held until the related rental invoice is created, and the transport charge is added to the rental invoice. The rate on the rental or transport invoices comes from the transport pricing inventory item. Where delivery was assigned to a subcontracted truck, costs will also be calculated on the rental or transport invoice. To create transport invoices, you must have a default inventory site set up in SOP.

1. Select Transactions > Equipment > Transport Invoicing.
2. Enter a Document Date.
3. Enter a SOP Batch ID.
4. Use the Marking Options drop-down list if you want to limit the ability to mark/unmark requests based on whether the requests originated as rental agreements. Select Mark or Unmark. Once marked, the invoice amount displays. If the truck is subcontracted, the cost amount will display. Costs are set up in the Transport Setup window. You can mark and unmark individual jobs.
5. Select the expansion button in the Cost Amount field if you want to change the invoice amount or the cost amount.
6. Select Invoice to invoice the marked jobs.

7. Select a print destination for the Transport Invoice processing log. This report lists all invoices created with the invoice numbers. 

   

   You can retrieve invoices by choosing Transactions > Sales > Sales Trx Entry. If the transport rate is an hourly rate rather than a flat fee, you may need to change the quantity (number of hours) on the SOP invoice before printing and posting. Tax on the transport invoices is determined by the tax schedule chosen for the inventory site, the pricing item, and the customer. The customer record should also have a shipping method chosen.

8. Print and post the SOP invoices. The transport job number will automatically appear in the fourth user-defined field in the Sales User-Defined Fields Entry window for the SOP invoice.