Automatic Billing in Boxes - Prebooks in Units

Owned by Former user (Deleted)
Last updated: Dec 04, 2023 by Andres Toledo
2 min read

This setting lets the system know that the automatic billing must only work in boxes for certain locations. In other words, if the prebook is entered in units and then the product is transferred from the Staging to the Inventory, the system must automatically bill that product in boxes instead of units.

Keep in mind that the automatic billing setting must be enabled. To do so, please refer to Automatic Billing Options for further information.

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Instructions

  1. Go to Setup and select Settings.

  2. Click on Automatic Billing from the Order Entry group.

  3. Check the box next to Prebooks in units must be billed as boxes to enable it. Once the Prebooks in units must be billed as boxes option is enabled, the system will display an additional option called Allow users to allocate multiple prebook lines with the same PO line. The process will vary depending on this setting:

    1. If the setting is enabled. The system will allow users to allocate under a single PO multiple Prebook lines having the same customer and carrier, even if the truck date is different. Once the user enables this setting, the system will allocate using the same PO, different Prebooks. The Truck Date of the invoice will be given based on the Prebook with the most future date. 

    2. If the setting is disabled. The system will only allow users to use the PO line for the first allocated Prebook.

  4. Add the locations where this setting will apply in the This applies for the following locations field.

  5. Click on Save.

 

  • After the setup is completed, you can create a Prebook in units and the PO will be created in boxes.

  • In the Bulk Purchasing Mode, the lines of the created prebook are split into UNITS by customer, date, and carrier in order to create the PO in boxes.

  • In the Staging area, the auto billing will be in boxes. 

  • If a box line contains Prebooks with products in units, the system will bill automatically the lines with the same customer and carrier under the same invoice and its date will be taken from the truck date of the nearest Prebook in the Future. On the contrary, if some of the Prebook items within the box does not have the same information, the products will be left in the inventory and users will have to invoice them manually. Read Automatic Billing Issues for further information.

  • The system will bill the products in units with the price assigned in the prebook, however, if the setting Landed Cost as Price is enabled for a given customer, the system will use the landed cost of the inventory line to assign a selling price.

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