There are three approaches that can be used when generating invoices for customers:
Use customer tariffs exclusively
Replicate carrier charges exclusively
Use customer tariffs primarily with carrier charges replicated for selected Master Conditions and /or Options
Shipment eligibility for A/R voucher generation will be more restrictive when using either of the approaches that will replicate carrier charges from A/P vouchers to corresponding A/R vouchers.
Use Customer Tariff exclusively
Shipments for a customer that is invoiced exclusively based on customer tariffs will be eligible for A/R Voucher Generation when all of the following are true:
Operational Status for a shipment is "Confirmed" or greater.
Financial Status for the shipment is "Eligible". A shipment's Financial Status will be promoted to "Eligible" once the Financial Status for each of the loads/manifests for each of the shipment's legs is "Voucher Pending", or higher.
Rating for the shipment is valid. The first step in the A/R Voucher Generation process will to be to attempt to Route and Rate shipments that meet the other eligibility requirements but where the Rating Valid flag for the shipment is not True. Routing and Rating will be attempted for all eligible shipments, where required, before any attempt will be made to actually generate vouchers.
Replicate carrier charges exclusively
Shipments for a customer that is invoiced exclusively on a carrier surcharge basis (exclusively by replicating carrier charges) will be eligible for A/R Voucher Generation when all of the following statements are true:
Operational Status for a shipment is "Confirmed" or greater.
Financial Status for the shipment is "Eligible".
Financial Status for each of the loads or manifests to which each of the shipment's legs is attached is "Voucher Created", "Voucher Matched" or "Closed". This additional delay, as compared to tariff based customers, is necessary to ensure that the A/P side is reasonably firm before using this information as the basis for the creation of A/R Vouchers.
Approval Status for any of the active Voucher Adjustments on any of the A/P Vouchers that will be replicated is either "Approved" or null.
Use customer tariffs primarily with replication of selected carrier charges
A/R Voucher Generation requirements for a customer that is invoiced using a mixture of tariff based and surcharge based will apply when the Tariff/Service combination assigned to a shipment by Routing and Rating references one or more Tariff Charges where the Charge Based on Carrier flag is True. In this case, A/R Voucher Generation will be allowed when all of the following statements are true:
Operational Status for a shipment is "Confirmed" or greater.
Financial Status for the shipment is "Eligible".
Rating for the shipment is valid.
Financial Status is "Voucher Created", "Voucher Matched" or "Closed" for each of the loads or manifests to which each of the shipment's legs is attached.
Approval Status for any of the charge details that qualify for replication is either "Approved" or null.