SHMACTINVOICEMGT

Invoice Management

  Features

     • To issue invoice, should finish freight check first on B/L management.

     • On the basis of B/L Freight, you can issue invoice.

     • After creating invoice, you can print or send invoice to your customer via email.

     • Exception) Invoice is optional to Korea, China, Indonesia and Hongkong office because they have Tax Bill menu at SINOKOR ACMS(Account Management System).

     • On the basis of invoice issue data, you can manage Receipts at [Receipt Management] menu under Shipping Management >> Invoice Management.

  Menu screen

     Menu location : Shipping Management --> Invoice Management

     

     

     Invoice screen

     

     Button function                                                                                                                                                                                                

     

     [Search]

        Inquiry invoice data by Date Term or Invoice Number. If you want to retrieve invoice by Vessel/Voyage, use Search Panel.

     

     [Create]

        You can create invoice with One Invoice Number.

        Invoice would be created with all the freights of one or more than one B/L which have V mark on [Select] column with one Invoice number.

        But, when you create Invoice, customers of the selcted B/L should be same.

     [Create (by B/L)]

        You can create invoice with different Invoice Number by B/L.

        Invoice would be created with all the freights which have V mark on [Select] column (by B/L Number).

        In case that you select one more B/L with different customer, different Invoice Number will be created on the basis of respective B/L Number seperately.

     [Mail Send]

        send email to a customer.

       

     [Fax Send]

        You can send invoice to the customer via fax (Korea Only).

     [Delete]

        delete invoice.

     [Print]

        printing Invoice with Signature, Dem/Tos(detail), Port Name or Freight Summary.

       

     Grid Column                                                                                                                                                                                                      

     [Customer, Customer Name]

        Invoice customer. Before creating Invoice, these columns should be settled.

        You have two options to update these columns.

         - B/L Management - 4.Freight tab

         - Inbound B/L Management - update CustCd, EX Rate column

     [Check]

        Before creating Invoice, you can see check box on the Check column.

        V mark on this column indicates that selected charges is(are) going to be included to Invoice freight charges list when you create Invoice.

        Click "BL number cell" (all freight/BL) or click the "Check" cell (one by one) to set ready Invoice Issue.

        If you once create Invoice, check box will not be shown on the [Check] column and another check box on the [Select] column will be shown (print option).

     [Invoice]

        Invoice number.

     [Select]

        Tickup [Select] column to print out Invoice or send email. If you create Invoice, check box will be shown on the cell.

     [ExRate]

        Exchange Rate. Before creating Invoice, this column should be settled in advance.

        You have two options to update this column.

         - Shipment Management >> B/L Management - 4.Freight tab

         - Shipment Management >> Inbound B/L Management - update CustCd, EX Rate column

     [Remark]

        Before creating Invoice, if you enter remarks on "Remark" input box, it will be applied to "Remark" column on the grid when you create Invoice.

     Print Type                                                                                                                                                                                                          

     Local / English / Panalpina - Invoice will be printed with selected form

     Signature - Print Invoice with Signature

     Port Name - Print Invoice with Port Name Form

     Dem / Tos (Detail) - Dem/Tos Form

     Freight Summany - Freight Summary Form

     Print Options                                                                                                                                                                                                      

     [V] Copy B/L

        If you tick up this option, Copy B/L will be attached when Invoice is printed.

     [V] Freight Copy

        If you tickup this option, Freight Copy B/L will be printed with Invoice.

     [V] Actual VSL

        If you tick up this option, even at POD, 1st Vessel/Voyage would be printed on Invoice. ?

     Popup menu                                                                                                                                                                                                      

     [Modify Remark]

        If you click this menu, you can modify remark (or of Panalpina) whcih has already saved.

       

     [Change Exchange Rate]

        You can change all the exchange rate of selected B/L.

       

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