Basic parameters > Logistical services > Invoicing folders 

This function is used to manage (create, modifiy or delete) invoicing folders for the current site/depositor.

Definition of an invoicing folder: A folder usually corresponds to a customer of the logistic service provider. It is the entity for which the invoicing will be calculated.

This function is part of the optional module GEOPLO for the invoicing of logistic services.

    Prerequisite

    SEEREFERTTO Refer to documentation Implementation

    Screen management

      The screen is made up of:
      • A left list containing the invoicing folders existing for the current site/depositor.
      • A right part containing:
        • The header of the folder, indicating its main characteristics (code, currency, latest validated invoice...)
        • The folder lines, listing the associated logistic services.

      Remarks on the management rules of invoicing folders:
        • Modification Mode: a folder can only be modified if all associated invoices are validated.
        • Deletion Mode: a folder can be deleted only if there is no associated invoice in the X3 current and archive folders.

    Header

    Presentation

    The header gives the main characteristics of an invoicing folder.

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    Fields

    The following fields are present on this tab :

    Block number 1

    • Folder code (field IFHCOD)

    Invoicing folder code defined in GEODE invoicing folder table. It is the entity for which the logistics invoicing will be calculated. This folder is linked to a Site/Depositor.

    • Description (field IFHDESAXX)

     

    This field indicates the invoicing currency used for the preinvoicing of an invoicing folder.

    Last invoice

    This field indicates the number of the latest preinvoice validated in this invoicing folder.

    • Posting date (field LASVALDAT)

    This field indicates the validation date of the latest preinvoice.

    • Invoiced period (field LASSTRDAT)

    This field indicates the start date of the latest preinvoice calculation period.

    • field LASENDDAT

    This field indicates the end date of the latest preinvoice calculation period.

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    Tab Lines

    Presentation

    The lines give the list of logistic services and their priority orders.

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    Fields

    The following fields are present on this tab :

    Grid

    Service code defined in GEODE service table.

    A service makes it possible to group invoicing elements (Fields) relative to a given domain such as receipt, storage, shipment, etc.

    • Priority (field IFLPIO)

    This field indicates the order of the logistic services in an invoicing folder. This will be the order followed upon creation of the pre-invoice and upon its printing.

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    Action icon

    Service provisions

    This option is used to create a tunnel to the logistic service.

     

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    Menu Bar

    Drill Down / Pre-invoicing

    This option is used to display the list of validated invoices of the invoicing folder for the current X3 folder in a new window.

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation