Charge Codes Overview (Accounts)

Create account-level charge codes to automate customer billing for non-standard warehouse and transportation costs. DVU users must assign a charge code to an activity type (receiving, shipping, work order, or transportation).

• Optionally, DVU users can create different rates per warehouse/terminal for the same account.

It is a three-step process:

1. create one or more charge codes

2. assign the code to an activity type

3. enter manual inputs as needed

Creating a charge code

1. Go to Home > Business Partners > Accounts.

2. Open an account (or create a new account).

3. Click Charge Codes on the side menu. A new window displays.

4. Click the plus icon. A popup window displays.

Filling in the fields

Fill in the required fields. Optionally, check one of the boxes at the top of the window. (see below)

1. Check a box. (optional, see below)

2. Select a Type. (see below

3. Fill in fields. (see below)

4. Click Save.

Checkboxes

There are two checkboxes in the Charge Code window. In most cases, DVU users will select none or one of these options but not both boxes.

Automatically Add to Orders

• Check this box to automatically add charge codes when a specific action has been triggered.

Visible On Barcode Scanning

• This option allows staff to manually input values for relevant charge codes from the RF scanner. After completing a pick or order process, the user selects F3 (billing) on the RF scanner. The scanner displays charge codes for the given order. The user enters quantities (or other values) for each charge code.

Type options

Click the Type field to open a drop-down menu. There are 50+ units of measurement choices, including weight, volume, range, kit, carton, item, and hour.

Form fields

• Code - Enter a name for reference. This also can be used in accounting systems when importing billing for references.

• Description - Text printed on the invoice.

• Rate - The dollar amount used to be charged per UOM.

• Min and Max - The Max is the maximum line extension charge possible. The Min is the minimum line extension charge possible. Set a maximum dollar charge on the line or type of charge.

• Range To and Range From - If the selected Type has a range (e.g. Inbound Handling Per Weight Range), set the start and end points of the range.

• Per - The charge is calculated as the rate times this unit (e.g. each, inner pack, case, or LPN). When an order has items (e.g. eaches, cases, etc.), the Per value works like a filter. For example, per Each or equivalent tells DVU to calculate the charge at this UOM.

• GL Code - The general ledge code transferred to the billing software.

• Service Class and Associations - Not currently available.

Assigning a charge code

The next step is to assign a charge code to an activity category.

After a DVU user creates a charge code, Davinci posts the code in the left column of the page. The charge code is active but not assigned, which means it does not appear on any shipment/load, quote, or invoice.

Assigning a code is a two-step process.

Step 1

1. Go to the Assign Codes heading at the top of the page.

2. Click the field.

3. Select an activity type: receiving, shipping, work order, or transportation. (see below)

Step 2

1. Select a charge code in the left column.

2. Click the Assign (green arrow) button. DVU copies the code to the column on the right.

3. Click Save Partner.

4. Repeat the steps to create and assign other charge codes.

Activity Types

The platform restricts the types of charge codes that DVU users can assign to an activity type.

• Receiving - Cannot accept Outbound charge codes.

• Shipping - Cannot accept Inbound charge codes.

• Work Order Charges - Use for custom work (e.g. create custom-made boxes and add confetti).

• Transportation - Accepts flat rates and hourly charges only. Choose this option for TMS shipments/loads or pending quotes.

Unassigning a charge code

To remove a charge code from the column on the right:

1. Select a code.

2. Click the delete icon.

3. Click Yes in the confirmation popup window.

Managing charge codes

Use the menu icons to manage and update charge codes in the left column.

1. Add

2. Edit

3. Delete

4. Assign

5. Duplicate