Lot Billing

Task/Problem Overview

This document will cover how to bill LOT priced orders. We will assume that we are picking the lot pricing process up at the point that you have already either loaded or delivered the material on an order.

Lot Billing

• The shipping tab automatically flows into the invoicing tab after you post material to loaded or delivered. However, if you aren’t in the shipper already, you can also access this screen (invoicing screen) via Accounting Manager Accounts Receivable Invoicing and searching for the relevant order.

  

• Expand the Lot Price section in the Transactions/Lots view

  

• Enter the desired invoiced amount in the amount cell per lot price

  

• You will notice that the individual lot price costs will automatically change based on what you are invoicing. Shipper and order amount applied and shipper/order cost applied will calculate accordingly.

  

• Click Invoice

  

• If you don’t invoice the total amount of the lot, you will be able to invoice the remaining amounts in subsequent releases however you will be required to invoice the remaining amount on the final release.