General Document Information (In the top section of the screen)

Document Type

The type of document: Purchase Order, Receipt, Sales Order, etc.

Document #

The system-generated identifier for the document. For example, PO-000132 or RCPT-000257.

Status

The status of the document: Saved, Approved, In Progress, Closed, or Cancelled.

Billing Status

The status of the billing section: Saved, Closed, or Cancelled.

Created date

The date this document was created.

Created by

The user who created this document.

Warehouse

The warehouse in which this document was created.

Owner

The name of the owner business affiliate on the document. This is the business affiliate you are billing.

Broker

The name of the broker business affiliate on the document.

Carrier

The name of the carrier business affiliate on the document.

Customer

The name of the customer business affiliate on the document.

Vendor

The name of the vendor business affiliate on the document.

Comments Tab

Comments

The optional comments from the document.

Billing tab

Line #

The system generated line number for the billing line.

Charge Type

The name of the charge type.

Billing Basis

The Billing Basis answers the question: "When this billing policy (rule) is applied and adds billing lines to a document, how should the amount to bill be calculated?" The options for Billing Basis are per Document, per Line, per Unit of Measure, and ad Hoc (only used for manually added billing lines).

Line Type

The type of line item that this billing policy is looking at. Only applicable when the Billing Basis is per Line or per Unit of Measure.

Computed Qty

The system's suggestion of the quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate; Computed Qty has no effect on the total for the line.)

When a billing line is first computed, the Computed Qty and the Qty are the same. If changes are made to the document after the billing lines are computed, the Computed Qty is automatically updated but the Qty is not.

For example, if you compute a billing line with Billing Basis of per Line when you have 3 line items on your document, and later add a 4th line item to your document, the Computed Qty on the billing line will be updated but the Qty will not.

Qty

The quantity to bill. (The Total for the line is calculated as Qty multiplied by Rate.)

When a billing line is first computed, the Qty is the same as the Computed Qty. However, it is not automatically updated.

For example, if you compute a billing line with Billing Basis of per Line when you have 3 line items on your document, and later add a 4th line item to your document, the Computed Qty on the billing line will be updated but the Qty will not.

Unit of Measure

For billing lines with Billing Basis of per Unit of Measure, the unit of measure that is being billed.

Description

A description of what is being billed, such as you might place on an invoice. Optional.

Rate

The unit amount to charge.

Total

The total for the line, calculated as Qty multiplied by Rate.

Items table

Line #

The system generated line number for the item.

Item #

The item master number. An item master is a master record for a type of inventory item. The item master includes the item description, materials and handling specifications, sales and fulfillment specifications, and warehouse-specific information.

Description

The description of the item # from the item master.

Line Type

The type of line item.

Qty

The quantity of the item, displayed in the item's standard unit of measure.

Billable Qty

The quantity of the item, displayed in the item's billing unit of measure.