Navix Labs - Ideas Portal
In the instances a rate (total) matches for a customer who is ingesting invoices via email, where the invoicing party (factoring company or vendor) only provides a single line charge on the invoice - we ingest it as the base rate.
In the instances, rather than updating every individual line, the team would love to be able to 'Copy' the Charges from the order when telling their system what to ingest.
This would decrease time needing to action every line if determined they could approve of the charges.
@Guest thanks for your comment! Does this happen often??
I'm trying to picture the logic- Would we make this automatically trigger ONLY if the vendor's invoice is a single line item, or just if the total matches and there's ANY difference in the allocation?? Possibly make an exception for if the carrier sends a fee that didn't exist on your original rate?
It would be great if this could be automated too! If my invoice total matches my planned total and its just an allocation difference - break it out into my planned allocation!