1. Using Supply Chain Cost Management
  2. Associate Charge Lines to Invoice Lines

Associate Charge Lines to Invoice Lines

The Charge Invoice Associations page supports both manual and automated charge-invoice associations, while providing the flexibility to modify associations as needed.

A charge line and an invoice line can be associated only when the charge name on both the charge line and invoice line is same. For example, for an invoice line with the charge name Freight, you can associate only a charge line with the exactly same charge name, Freight.

Associate Charge Lines to an Invoice Manually

  1. In the Receipt Accounting work area, select the Charge Invoice Associations page from the Quick actions menu.

  2. Select the invoice to which you want to add a charge line.

    You can use the keyword search, contextual filters, or filter chips to search for the invoice record.

  3. Click Review Trade Operation Charge Lines.
  4. Click the Add icon on the Trade Operation Charge lines page.
  5. Select the charge line that you want to add.

    You can use keyword search and filter chips to quickly identify the relevant charge line record.

  6. Click Associate.

    On the Trade Operation Charge lines page, the charge line is added and the status is shown as Associated, indicating that this charge line is associated with the invoice line. You can click the Association Details icon to view association details.

Run the Process to Associate Charge Lines to an Invoice

  1. In the Receipt Accounting work area, select the Charge Invoice Associations page from the Quick actions menu.

  2. Select the invoice to which you want to add charge lines.

  3. Click Associate Charge Lines.
  4. From the Look up Charge Lines for Period list, select the time period from which you want to associate charge lines. You can choose to select charge lines from the last one week, one month, or three months. You can also select the User Defined option to specify a particular time period of your choice.
  5. Select the Include Closed and Inactive Trade Operations check box if you want to associate charge lines belonging to trade operations of the closed or inactive status.
  6. Click Submit.

    The association process automatically associates the relevant charge lines to invoices.