Billing

SmartTurn helps you to track charges for several documents within SmartTurn. The charges are associated with the Owner business affiliate listed on the document. This allows you to bill the Owners of your inventory for particular services, including:

• purchase orders
• receipts
• sales orders
• shipments
• bills of lading
• pick tickets
• storage documents
• adjustments
• bin transfers
• cycle counts
• inventory edits
• kit orders
• kits

Only business affiliates of type Owner can be billed. This makes the SmartTurn billing feature set best suited for 3PL (Third Party Logistics) operations.

There are three parts to billing: (1) setting up billing information, (2) billing a document, and (3) consolidating billing information from across several documents and exporting it from SmartTurn.

Setting up billing information is an administrative procedure that you probably only need to do once per Owner that you will be billing.

To set up billing information:

1. Set up a billing unit of measure for each item master that will be on billable documents.
2. Create charge types for each type of charge to bill.
3. Create one or more billing policies for each business affiliate of type Owner that you will be billing.

Billing a document is an ongoing process that you will probably perform when each document is closed, or at the end of the billing period, depending on your operation's procedures. You can only bill for a particular document if you have entered an Owner in the header of that document.

To bill a document:

1. Edit the billing information for the document by computing billing lines or manually adding billing lines.
2. Finalize the billing information for the document.

Consolidating billing information from across several documents and exporting it from SmartTurn is a procedure that you will probably do once per billing period (e.g. monthly). The exported billing information can be easily turned into an invoice to send to each Owner.

To consolidate and export billing information:

1. Create billing line manager criteria. Billing line manager criteria are filters and sorts that specify a particular subset of the billing lines from all of your billable documents, based on attributes of the lines. You can create and save billing line manager criteria, then use these criteria to create billing line managers.
2. Create one or more billing line managers. Billing line managers use billing line manager criteria to let you easily manage particular subsets of billing lines from across all your documents. You can use billing line managers to view billing lines based on personalized search criteria, and export sets of billing lines to use in creating invoices.
3. View the billing lines in a billing line manager.
4. Export the billing lines in a billing line manager to create an invoice.

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