Differences

This shows you the differences between two versions of the page.

--- cats:procedures:traffic:trucking [2024/11/14 19:04] – amanda
+++ cats:procedures:traffic:trucking [2024/11/14 19:06] (current) – amanda
@@ Line 36: / Line 36: @@
 ===Entering Details for a Trucking Charge===
 Fill in the correct Cost code in the top right on this screen. You MUST fill in the following fields:
-* **Broker**: An account code linked to the trucking broker or carrier.
+  * **Broker**: An account code linked to the trucking broker or carrier.
-* **Carrier**: A freeform field to list the carrier name.
+  * **Carrier**: A freeform field to list the carrier name.
-* **Cost Code**: Cost code, linked to a G/L code set up elsewhere in the system.
+  * **Cost Code**: Cost code, linked to a G/L code set up elsewhere in the system.
-* **Amount**: Amount of trucking charge.
+  * **Amount**: Amount of trucking charge.
 Optional:
   * **Surcharge**:
   * **Tracking**: A tracking number for this shipment.
-* **Billable**: Amount + Surcharge that is billable to the customer (see below).\\
+  * **Billable**: Amount + Surcharge that is billable to the customer (see below).\\
 ===Choose the Billing Type===
 For a shipment that will be billed to a customer, make sure the **Bill to customer** box is checked. \\
@@ Line 50: / Line 50: @@
 Then, select **Save** to continue.
+For a shipment that you will pay, un-check the **Bill to customer** box, then select a reason why you are going to pay for the shipment yourself from the list.
+[{{:cats:procedures:traffic:trucking_billtoselffilledin.png|Un-check the bill to customer option and enter a reason.}}]
+Pick Save to exit back to the DO.
 Once you have finished with the trucking charge, you can leave the DO and work in CATS.