Process/steps using “Invoice from CAD”

Process/steps using “Invoice from CAD”

1. Go to database from menu>Charge code

2. Click on + sign

3. Enter the charge code and all other mandatory fields >Save

4.Navigate to “Invoice from CAD” Menu

5.Select an approved CAD to generate an invoice.

 6.Allow selection of multiple CADs if they share the same IOR.

  7. Click on “add to invoice” button given in bottom.

• All line items from the selected CADs are consolidated on under CAD Items tab.

• Each line item displays its specific actual tax/duty details based on its individual CAD summary categorization.

 

8.   Go to “Charge Lines Tab” 

• Enter charge codes per maintained data, matching B3 functionality.

• A new invoice record is successfully created under the Invoices tab (Customer Invoices) upon saving.

9.   Go to “Customer Invoices” menu    

• Select the generated invoice record.

• The Action column provides a functional option to print invoice