I need to group some of my invoices by shipper. I want all invoices with the same shipper to group together on one invoice. How can I set this up?
Steps:
Invoice type 1 is an individual invoice. All other invoice types are groups.
- To define the groups, select Tools, Setup, Invoice Grouping. You should already see a list there for groups 2 -9 and A - Z. The default is to group by the billing customer only.
- If you need some additional grouping, then select the record that you want to use and edit it.
- Key in your description, for example, Group by Shipper
- In condition, you need to enter the field name(s) that you want to use for grouping. MTI support can help you with this if you do not know the field names. For example, to group by shipper, your condition would be SHIPPER. Every time you bill a load that needs to be grouped this way, then you must enter this invoice type.
If you have some customers that typically need to grouped this way, you can set this default in the customer record.
- Select View, Master Files, Customer. Find the customer and edit. Click the Freight Billing button at the bottom of the screen.
- Look for the field Invoice TYpe and key in the number or letter of the group that you just defined.
- When you bill a load for this customer, then the system will automatically pull in that invoice type.
- Bills are grouped when you process them.
Bob Hogan
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