Material Sales - Trucker Pay Review and Post

Pgm: MS_TRUCKER_PAY_REVIEW_AND_POST – Trucker Pay Review and Post; standard Treeview path: Material Sales > Truckers Payroll > Truckers Payroll > Review and Post

The review and post option will allow the user to review, print, and post a batch of prepared billings. This screen performs the posting of trucker payroll ticket batches. This is a tabular screen where the inventory company and batch can be selected in the Selection Criteria section.

Selection Criteria

Company, Batch

Enter the inventory company and batch number to be reviewed and/or posted.

Print Reports Immediately – Checkbox

Check this box to print the reports immediately after posting the batch.

[Post Batch] – Button

Pressing the [Post Batch] button will begin the posting process. The posting function will update the system with the data that has been entered and generate AP invoices for external truckers and unposted timesheets for internal truckers. The posting date is a separate date from the billing date.

Unposted timesheets for the internal truckers will charge the department and account or job specified on the employee profile. The timesheet period will correspond to the ticket date(s) on the invoices. Since these timesheets are unposted, the person who reviews them will get a chance to change the allocation to either another department or to a job. GL distribution will be created after these timesheets are posted and will follow the standard timesheet posting rules. The truckers will get paid on standard payroll days.

Invoices

This section displays all the invoices in the specified batch to be posted. The user can select or unselect all invoice(s) to be printed.

NOTE: This section will only display invoices with zero-dollar trucker amounts if the ‘Process $0 tickets’ box is checked on the Material Sales - Trucker Pay Preparation screen.

Invoice Number

The invoice number will default according to the invoice numbers automatically assigned in the batch during billing preparation.

Trucker, Name

The trucker information will default from the trucker information associated with the invoice number assigned in the batch during billing preparation.

Invoice Date

The invoice date will default from the billing date used during billing preparation.

Due Date

The due date will default from the due date based on the sales order terms.

Invoice Type

The invoice type will default from the invoice type associated with the invoice number assigned in the batch during billing preparation.

Trucker Amount

The trucker amount will be equal to the trucker pay × quantity if this is an external trucker. Internal truckers will show hours only.

Service Charge

The service charge for truckers that fall within a given vendor class is equal to the (% of Pay) + (Rate × Quantity) + Lump Sum.

Invoice Amount

The Invoice Amount field is equal to the trucker amount plus the service charge amount.

Accum Hours

The Accumulated Hours field shows the total number of hours worked for the specified internal trucker.

Freight Bills

This section lists all the tickets associated with a specific invoice. The data includes ticket number, date, sales order, class, item, type, quantity, WM code, pay rate, pay amount, surcharge, and total hours.

If a change needs to be made to the invoice or its tickets, the entire invoice will have to be deleted. Deleting an invoice in the Freight Bills section will delete the invoice and make all tickets associated with the invoice become unbilled. The tickets will be available for future billings. A change can now be made to the ticket that needed modification.

Tickets can be deleted from an invoice. Deleted tickets will become unbilled.