05. Finance‎ > ‎

Finance Job

Click on any shipment to view its basic financial information. A separate window pops up that displays financial details of the shipment.
A sample is given below:
The shipment number is displayed on the top of the pop-up window; in this case it is QJ9273938Q. Below are the sections in the shipment finance window:

a) Shipment Information

This displays the basic information about the shipment some of which is getting pulled from the operation page. 

Workflow Gives the name of the workflow
Shipment ID Gives the unique shipment id
Shipment Type Gives the shipment type
Contractual Customer Gives the name of the contractual customer
Commodity Gives the commodity of the work order
Work Orders Gives the number of work orders in this shipment and container type
First WO     Gives the number of the first work order in this shipment
Total Weight/Volume Gives the total weight and the volume of the shipment. By clicking on Details, you can view the details of the containers.

b) Finance Job Status

This section shows the Status of the shipment. Select the desired action from the drop-down and click on Go button.

c) Account Summary

This section calculates the Gross Margin for both Estimates and Actuals by subtracting the total expense from the total income. Disbursements accounts are not included in the calculation.

d) Customer Credit Rating

This section gives the information about the Customer Credit Type, Credit History, Credit Days, Credit Limit and Remarks.

e) Tabs
The following tabs are available below the Header:

1. Estimates - This section gives a summary of all the income earned, expenses and pass-thru transactions for the shipment. icons show that the tab is unlocked for editing.

2. Actuals - This section gives the summary of actual income and expenditure incurred by this work order. By default actuals tab is locked .

3. Documents - This section displays the list of documents attached to the shipment.
4. Invoices - This section displays the list of invoices generated for the shipment.
5. Audit Log - Gives information about all changes made to this shipment finance page by users, along with the local time and date and the name of the user who made the changes.

For more information on these sections, see EstimatesActualsDocuments and Invoices.