Summary Tab

This page is accessed via:

• Financials > Billing Management > Billing. Select the Summary tab.
• Financials > Payment Invoice Management > Payment Invoice. Select the Summary tab.

You can view, enter, and edit the summary freight charge and related data for an invoice. The summary values are totals for the entire invoice.

Note: A summary freight charge must be entered and saved for each invoice or bill.

Summary Header

The summary Freight Charge is the actual transportation costs of the shipment. The value entered in this field should be the sum total of all the line item, accessorial, and other freight charges. The summary freight charge is the value used when vouchered (that is, actual) transportation costs are allocated on an order base.

You can also specify a Service Code as well as the total Commercial Unit Price, Prepaid Amount, Unit Count, Weight, Transport Handling Unit, and Volume.

Remarks

You can save comments and other remarks pertaining to the invoice or bill as a whole. Do not confuse these fields with the remarks entered on the line item.

First enter a number to indicate the Remark Sequence, enter an optional Remark Qualifier (for example, NOTE) to identify the type of remark, and then enter up to 2,000 characters of Remark Text. After entering each remark, click Save.

Creating a New Invoice Summary

• Click New Invoice Summary to move to a page where you can create a new invoice summary.