Within the incoming invoicing, it is possible to automatically distribute amounts, which have been charged on a consolidated container, a consol BL, an Air consol file, or a truck consol (tour), between the respective sub-/house files. |
| One possibility is in the Environment menu → Invoicing → Cost splitting. |
| Another option is to split the costs under → Cost splitting in the invoicing in the order. |
| When distributing accruals, you can also split them up into several files → Split accruals tab. |
| To distribute incoming invoices over several orders, choose the context menu → Cost splitting in payables. |
CargoSoft differentiates between the simple and the advanced cost splitting.
This refers to the amount of billing codes which costs can be assigned to.
For the simple cost splitting there is only ONE billing code, whereas there are MULTIPLE in case of the advanced cost splitting.
Presettings in the Cost splitting
COMPANY → INVOICING → Incoming invoice tab
Set up the simple cost splitting
To work with the simple cost splitting, do NOT activate the field Advanced window cost splitting in the basic data Incoming invoice tab in INVOICING in COMPANY.
Set up the advanced cost splitting
To use the advanced cost splitting activate the field Advanced window cost splitting in the basic data Incoming invoice tab in INVOICING in COMPANY.
This differentiation refers to both the sections Process incoming invoices and Process accruals regarding both the presentation and the possibilities to work with.
ADMIN → EMPLOYEES→ Options tab
Preallocation of the field Preallocation cost splitting
In the drop-down menu, select which type of cost splitting should be preset and displayed when the context menu Cost Splitting is selected.
In the order, the field is called Split option ... .
→ Changes can be made thru the dropdown menu.
This differentiation refers to both the sections Process incoming invoices and Process accruals.
| Related basic data |
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