Crediting and Rebilling Freight Expenses

Use the credit and rebill feature to adjust freight discrepancies on orders in the Freight Audit Queue. You can create a credit only, a rebill only, or a credit and rebill. You can do any of these for an entire order generation, or for specific line items within an order generation.

When creating a credit and rebill for an invoiced order generation, the system verifies your SOE.CLOSED.ORDER.EDIT authorization level to ensure that you are authorized to edit that generation.

To create a freight credit and rebill:

  1. Display the queue with your defined parameters.

  2. Locate the order for which you want to create a freight credit and rebill.

  3. In the Sales Order column for that line item, right-click and select Credit/Rebill.

  4. At the Credit/Rebill prompt, select one of the following from the drop-down menu: Both Credit and Rebill, Credit Only, Rebill Only, or None.

  5. Select one of the following to process the order:

The Credit/Rebill window displays the order number details.

  1. Click Edit the Rebill Invoice to display the sales order.

  2. Edit the sales order, as needed, and process the order.