Responsible Customer Override for A/P Voucher Charge

The Responsible Customer Override section on the A/P Voucher Charge page will not be presented in the following situations:

• The voucher charge belongs to an A/P miscellaneous voucher.
• The Freight Terms are Collect for an A/P voucher for a non-operational freight transaction.

When the section is shown, it will be Read-Only under the following conditions:

• Approval Status has been defined (indicating that Approval Chain for Voucher Adjustments is enabled globally).
• Voucher Charge status is not Accrual Pending.
• Voucher Charge for an A/P Voucher has been replicated to an A/R Voucher for a customer invoice wholly or partially on a carrier surcharge basis.
• A/P Voucher status is Closed or Canceled.

The following validation will be performed when the Responsible Customer Override section is editable:

• If the Voucher Level is Load or Trip, the Adjustment Level has to be Shipment Leg and a Shipment Leg ID must be established before a Responsible Customer can be defined.
• The Charge Level must be Condition or Option. It will not be possible to override the Responsible Customer for service level charges.
• If the Customer associated with the referenced shipment (via shipment leg) or NOF is Tariff Charge Based:
  • If an Initial A/R Voucher has not yet been created for the referenced shipment or NOF, there must be at least one tariff charge configured on one of the customer’s tariff service combinations that references the Charge ID assigned to the A/P voucher charge. Furthermore, the Carrier Surcharge Based flag for this A/R tariff charge must be set to True.
  • If an Initial A/R Voucher has already been created for the referenced shipment or NOF, there must be a tariff charge enabled on the A/R tariff service assigned to the shipment or NOF corresponding to the Charge ID assigned to the A/P voucher charge. Again, the Carrier Surcharge Based flag for this A/R tariff charge must be True.

Note: If the customer associated with the referenced shipment or NOF is Carrier Surcharge Based, there will be no corresponding edits performed. For these customers, all eligible A/P voucher charges will be unconditionally replicated to the customer side.

• The shipment (via shipment leg) or NOF must be a revenue generating transaction (that is, the Revenue flag must be True).
• The Responsible Customer ID can only be specified if Responsible Customer Type is Other.