Overview
Carrier/Customer Invoice Adjustments
To deal with after-the-fact carrier adjustments – for example, additional charges due to an incorrect weight or NMFC class on a load, TMS provides a Carrier Invoice Adjustment capability.
Warning:
These adjustments are entered from the Carrier Invoice page layout and can propagate to the corresponding Customer Invoice.
For example, say we have a $100 re-weigh charge on a Carrier Invoice. Go to the page layout and click on the New related list button.
Next, enter in the adjustment information and how it should apply to the corresponding Customer Invoice.
The Adjustment Amount fields populate the Adjustments field on the appropriate Customer Invoice and Vendor Invoice records.
Adjustments are calculated for the Customer and/or Vendor Invoices as:
The Pre-tax Invoice total is equal to the Net Line Haul plus Fuel Surcharge plus Accessorial Charges plus Adjustments.
There are no taxes for Carrier Quotes or Carrier Invoices (in the TMS data model).