Generate Bill

This page is accessed via:

• Shipment Management > Shipment Management > Sell Shipments > Actions > Financials > Bill > Generate Bill
• Order Management > Purchase Order > Order Base > Actions > Financials > Settlement > Generate Bill

You can also access this action via Brokerage and Forwarding > Job Management > Job Details. Scroll to the Revenue Section and click Actions > Financials > Bill > Generate Bill. If you generate a bill for an order from a job, then all future bills for that order must also be generated from a job. Likewise, if you generate a bill for an order from the shipment, then all other bills for that order must be generated from the shipment.

Generate Bill

1. Enter the Invoice/Bill Rule ID to generate single or multiple bills based on the rule which you have selected. OTM uses the rule criteria to split the bills. You can either select the rule or leave it blank:

• • If you provide a rule, OTM generates multiple bills based on the rule.
  • If you do not provide a rule, OTM checks the 'Bill Split Rule' parameter and then generates single or multiple bills.

Note: If you do not want to provide a rule every time you create a bill, you can configure a rule by defining the BILL SPLIT RULE parameter which enables OTM to generate single or multiple bills.

• • If you do not provide a rule and the parameter is not defined, OTM generates only one bill with all the cost lines.

2. Select the Match Rule check box to look up and apply a matching rule to generate bill(s).
3. Click Generate Bill(s).

Select this action to generate a customer bill for a shipment. A customer bill records charges and other information regarding the transportation services provided in a sell shipment. You can modify a customer bill in Financials.

Once a bill is generated you must perform the Issue All Customer Bill action in the Process Manager for the bill to be sent to an accounting system.

Note: Before you generate a customer bill, you must perform the Move Shipment to a Reviewed State action.

Generate Customer Bill for Job

The Generate Customer Bill action on the Job Details page creates a different bill for each sell shipment and NFRC shipment related to the job.