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  • Line Approval Tolerance Rules

    Has anyone successfully used the Line Item Tolerance Rules for Invoice approval? The issue I'm running into is that for carriers that use pricing that has a discount off a tariff, we create the INVOICE with a "B" line for the base tariff cost and a "D" for the discount. However, when we rate a SHIPMENT these get combined as a single "B" line, so the line item matching doesn't sync up. Thoughts?

    Thanks in advance,
    Sue

  • #2
    Re: Line Approval Tolerance Rules

    Sue, it's been a while since I used Settlement and the auto approval functionality - where are you settting the Auto approval rules at the invoice line item level e.g. the shipment_cost level ? I am on 5.5 and dont see that functionality ? If you can point me in the right direction, I may have some input on this question.

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    • #3
      Re: Line Approval Tolerance Rules

      I think this is a relatively new feature. In addition to the Auto Approval rules there are now line item tolerances:

      Financials
      Payment Rule Management
      Line Approval Tolerance Rule

      In the meantime, I found a work-around but it would be nice to know how this is supposed to work.

      Sue

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      • #4
        Re: Line Approval Tolerance Rules

        Just to continue with your query.

        I have created a line approval tolerance rule and attached the same to the service provider.

        And written an agent for auto approval.

        The line item value exceeds the tolerance limit was set in the rule , actually agent should fail but still it approving.

        Please advice.

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        • #5
          Re: Line Approval Tolerance Rules

          Hi,

          The work around you can use here is create a speperate Accessorial code for Discount and you can set seperate approval rule for that accessorial.

          Regards
          Arpit

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