Adding a New Charge Event

  1. Log in to 3PL Billing.

  2. Click Charges on the top navigation bar then select Review Charges from the drop-down menu.

    or

    Click Review Charges on the 3PL Billing dashboard.

    The Review Charges page displays.

  3. Select the All Tenants from the drop-down list.

  4. Select the All Warehouses from the drop-down list.

  5. Click Show.

    The Review Charges page updates to display a list of charges for all tenants and all warehouses.

  6. Click Add New Charge Event.

    The Create New Charge Event dialog box displays.

  7. Complete the details for the new charge event.

    Field

    Description

    Tenant

    Select the tenant from the drop-down list, that this charge event applies to.

    Warehouse

    Select the warehouse from the drop-down list, that this charge event applies to.

    Charge Code

    Select the charge code for this charge event, from the drop-down list.

    ENG 11171 Only charge codes with configured rates are available for selection for the chosen warehouse/tenant.

    Reference

    Enter information about what the charge event relates to.

    Additional Reference

    Enter further information about the charge event.

    Quantity

    Enter the number of items to be charged in this event.

    Unit Price

    This field will be automatically filled based on the rate that has been set up.

    You can manually change the default value, if needed.

    Cost Centre

    Enter the department of the organisation where the charge will be allocated.

    Date

    The default date is the current date the charge event was created.

    You can manually change the default date by entering or selecting a different date.

    Time

    The default time is the current time the charge event was created.

    You can manually change the default time by entering a different time in the format HH:MM:SS AM/PM.

    Or click to select the time.

    Approved

    Select the approval status of the charge event from the drop-down list.

    The default status for a new charge event is unapproved.

    Only with a approved status, you can invoice the tenant for the charge event.

    Tax Rate

    Select the appropriate tax rate to associated with this charge event, from the drop-down list.

    A tax rate can only be assigned to a charge event if it is flagged as AllowOverriding = Yes.

  8. Click Submit.

    The charge event is added to the list on the Review Charges page.

See also