Financials – List of Shipments (Employee)

List

The List of Shipments displays the Shipments based on current search criteria. By default, the list is sorted in descending order by Shipment ID. For information on icons and functionalities available on the list pages, see Web Interface lists.

Voucher Generation

Voucher generation is supported for shipments with a financial status of Eligible.

Voucher Reversal

Voucher reversal is supported if all vouchers generated for the shipment are in Eligible or Ineligible status, no adjustments exist and no associated charges have been accrued.

This operation reverses all A/R vouchers that were previously created for the shipment, including secondary vouchers. Voucher Reversal is allowed only when all of the following statements are true:

Financial Status for the shipment must be Vouchers Created or Closed.
None of the initial A/R vouchers generated for the shipment are in Matched, Matched/Variance or Closed status.
There are no active adjustments for any of the A/R vouchers that were created for the shipment (there are no adjustments where status is not Canceled).
Accruals have not been generated for any of the charges for any of the A/R vouchers that were created for the shipment (there are no active voucher charges where status is not Accrual Pending).

Additional Operations

List of A/P Vouchers (Employee)

List of Invoice Details (Employee)

List of G/L Transactions (Employee)

Shipment Summary (Customer/Employee)

Responsible Customer Overrides (Customer/Employee)

Charge Overrides (Employee)

Route, Rate and Schedule – Shipments (Employee)

Shipment Gross Margin (Employee)

Rate Shop - Shipments (Employee)

List of Notes (All)

Attachments (All)