Bill Adjusted Costs

This is a sell shipment action. This page is accessed via Shipment Management > Shipment Management > Sell Shipments > Actions > Financials > Bill > Bill Adjusted Costs.

When sell shipments or jobs are adjusted, those adjustments must be passed through to customer bills. This action performs that process. If you bill adjusted costs for an order from a job, then all future adjusted costs for that order must also be generated from a job. Likewise, if you bill adjusted costs for an order from the shipment, then all other adjusted costs for that order must be generated from the shipment.

You can run this action to adjust amounts on shipments based on a specific bill rule. This behavior can be controlled with the property glog.invoice.adjustment.useInvoiceBillRule. If the value of the property is true, amounts will be adjusted on bills based on the rule mentioned. If the value is false, bills will be created without any rule.

The Bill Adjusted Costs action creates a supplemental bill based on a comparison between a sell shipment's cost and a customer bill's cost. The action does the following:

• Confirms that a customer bill exists for the shipment.
• Selects all shipment costs for the sell shipment and groups the costs by cost type, accessorial code, general ledger code, payment method and by order/order line IDs.
• Selects all related customer bill line items and groups them by description, accessorial code, general ledger code, payment method and by order/order line IDs.
• Compares the shipment costs against like customer bill costs. For each grouped cost that has a difference, a line item on a supplemental bill is created.

Adjusting Costs using a Rule

1. Enter an Invoice/Bill Rule ID to adjust costs based on a specific rule.
2. Select the Match Rule check box to look up and apply a matching rule to adjust costs.

Note: Whenever shipment costs are modified and the line origin is allocated cost, then you will have to reallocate the shipment costs. This can be performed via the web action or configured as an automation agent.

Notes:

If a shipment bill has been generated but not yet approved or rejected and a cost is adjusted, this action will generate a modified, existing bill.

If a shipment bill has been generated and approved or rejected and a cost is adjusted, this action will generate a new bill instead of altering the original bill.

If there are two or more shipments whose bills have been consolidated and the consolidated bill has not yet been approved or rejected and the costs on any of the shipments are subsequently adjusted, rerun this action and the consolidated bill will be modified automatically.

If there are two or more shipments whose bills have been consolidated and the consolidated bill has been approved or rejected and the costs on any (or all) of the shipments are subsequently adjusted, rerun this action and new bills will be generated for the modified shipment(s).  A new consolidated bill will not be generated.