Outbound fright only EDI invoices

[Former Member]

Hello everyone,

We have an issue with customers who receive invoices via EDI.  Sometimes we have freight only invoices that are sent out, but the freight charge is a sub item on the invoice, so there are no material items on the invoice.  Our customers cannot accept these types of invoices so I wondering if anyone else have had this issue and found a solution. 

We have the option to send invoices e-mail, fax, EDI, and print.

Thanks,

Matthew Fee

[former_member184701]

dear, if you just print these invoices - are they correct?

regards,

[Former Member]

Yes, if the invoices are printed the freight prints as a sub item on the invoice. 

[former_member184701]

dear, what is the basic type / message type do you use? i guess it is a custom z* copied from the standard one..if yes, what was a standard type?

regards,

[Former Member]

The basic type is INVOIC02. 

What we need to happen is for the EDI output not to create for freight only invoices.  We want to look at a Z table to compare the payer and invoice type to find another output method.  That output method could be e-mail, fax, or printed.

regards,

Matthew

[former_member1115366]

Matthew,

Are you saying that the document type of the “freight-only” invoices is different than that of the “normal” invoices?

Then you do not need a Z table to find another output type.  Use condition records.  Add a key combination that contains document type to the access sequence that your output condition records use.  Mark the new key combination as exclusive, and put it before the existing key combination in the access sequence.

Once configured, simply maintain the output medium field for the “freight-only” doc type as something other than “6”. 

Regards,

Ken

[Former Member]

Ken,

The doc type for freight only invoices is the same as other invoices.  The only difference is on a freight only invoice there is no material listed, so our customers can not accept the invoice.

Within our EDI system we are able to stop these types of invoices from being sent out, and then we have to manually access the invoice and output it in another format ie: e-mail, fax, or print.

Thanks,
Matthew Fee

[former_member1115366]

Okay, please disregard my last suggestion.  But here’s another one.

Create a new output type for the non-EDI output.  It should have the same access sequence and condition records as the output type that you use for the EDI output.  Put the new output type in the same determination procedure.

Now here’s the key:  create exclusionary requirements routines for the two output types.  Find something that can be tested in the routine that will always be true for the freight-only bills, and always false for the regular ones.  Perhaps item category would work.  Something like “If item category on at least one item = TAN then this is not a freight-only invoice”.  So pass the requirement for EDI output and fail the output for freight-only. 

You were on the right track with the Z-table concept.  If you cannot find a sufficient test within the billing doc data for the routines, then you could use the Z-table in the routines.

Regards,

Ken