Invoice Separation
The invoice separation function is to separate the original (parent) invoice to child invoices, according to a set of separation rules.
SEPARATION RULE EDITOR
Below is the screenshot of the Separation Rule Editor page:
Command Buttons
These buttons invoke specific actions as described below:
Buttons | Descriptions |
|---|---|
New | Clicking this button will provide a new page to create a new separation rule. |
Save | Clicking this button will save the created or updated separation rule. |
Delete | Clicking this button will delete the selected separation rule. |
Separation rule search box
By clicking the
Separation rule
search box, you can view or update an existing separation rule.Separation Rule Setting
There are different separation rules in this tab and you can input/select the separation rules here. The textbox/checkbox invoke specific actions as described below:
Separation Rules | Descriptions |
|---|---|
Separation Rule Name | You can create or update the separation rule name in this textbox. |
By License Type | Selecting this checkbox will enable the ‘LicenseType’ tab. |
By Additional Tariffs | Selecting this checkbox will activate the separation rule by additional tariffs. |
By Specific HS Code | Selecting this checkbox will enable the ‘HSCode’ tab. |
By Hazardous Chemical | Selecting this checkbox will activate the separation rule by additional tariffs. |
By Inspection Flag | Selecting this checkbox will activate the separation rule by inspection flag. |
By Consumption Tax | Selecting this checkbox will activate the separation rule by consumption tax. |
By CCS Item Num | Selecting a value from the drop-down box will activate the separation rule by CCS item num. |
License Type
By clicking
By License Type
checkbox in Separation Rule Setting
tab, the License Type
tab will be enabled:
By clicking
Add License Type
button, the License Category
and License Type
drop-down box will be displayed, and you can select the license category and license type from the two drop-down boxes.After you select the license category and license type, you can click the Insert button to
Insert
this record or click the Cancel
button to cancel the action.
After the record is inserted in the grid, you can click
Edit
button to update the record. When the Edit
button is clicked, the Update
button and Cancel
button will be displayed (as below screenshot), and you can click the Update
button once the updating is completed.
HS Code
By clicking
By Specific HS Code
checkbox in Separation Rule Setting
tab, the HS Code
tab will be enabled:
By clicking
Add HS Code button
, you can input HS number in the HSNum
textbox, and you can click the Insert
button to insert the HSNum or click Cancel
button to cancel the action.
After the record is inserted in the grid, you can click
Edit
button to update the record. When the Edit
button is clicked, the Update
button and Cancel
button will be displayed (as below screenshot), and you can click the Update
button once the updating is completed.
IMPORT INVOICE SEPARATION
Below is the screenshot of the
Import Invoice Separation
page:
By expanding or collapsing the
Hide Search Fields
option, the search fields in above screenshot can be displayed or hidden.Search Fields
There are some search fields on this page, below is the description for them:
Sarch Fields | Descriptions |
|---|---|
Hide Search Fields | Clicking this option will expand or collapse all the search fields. |
Begin Date | You can manually input a date of ‘YYYY-MM-DD' format in this textbox or select a date from the calendar icon. |
End Date | You can manually input a date of ‘YYYY-MM-DD' format in this textbox or select a date from the calendar icon. |
Shipment Number | You can input the shipment number (OrderNumShip from invoice page) in the textbox as search criteria. |
Invoice Number | You can input an invoice number in the textbox as search criteria. |
Separation Rule | You can select an existing separation rule from the drop-down box. |
Naming convention | It is the naming convention for generated child invoices, which is configured in config file, and this textbox is disabled. |
By clicking the
Search
button, the system will display the search results in the grid in the bottom of the screen, according to the search criteria input by you.Show Separated Parent Invoice Only
There is a
Show Separated Parent Invoice Only
checkbox in the top of the search fields. The checkbox is unselected by default, and when it’s unselected, only unseparated parent invoices will be displayed in the search grid at the bottom.
And the
Separate
button will be displayed in the top of the search grid. You can select one or multiple invoices in the search grid and click Separate
button, then the selected invoices will be separated, and child invoices will be available in Import Parent Split Invoice Management
page.important
Only unseparated parent invoices with
Unprinted
status can be displayed in the search grid above. On the other hand, when the
Show Separated Parent Invoice Only
checkbox is selected by you, only separated parent invoices will be displayed in the search grid at the bottom.
And the
Separate
button will be replaced by Delete All Split Invoices
button in the search grid. You can select one or multiple invoices in the search grid and click Delete All Split Invoices
button, then all the separated child invoices related to those selected parent invoices will be deleted.EXPORT MANAGEMENT
After parent invoices are separated in
Import Invoice Separation
page, you can check the parent invoice and the separated child invoices in the Import Parent Split Invoice Management
page.
By selecting a shipment number (of a separated parent invoice) in the
Find Shipment
drop-down box, you can find the separated child invoices (hyperlinks) in the Info Messages
section in System Messages
tab.
And by clicking any one of the child invoice hyperlink (making child invoice ‘85004_AK-1' as an example below), you will be navigated to the corresponded
Import Invoice Management
page for that child invoice, and you can continue editing the child invoice in this page.
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Export Management
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