UPS Invoices
The UPS Invoices List provides a centralized location for users to upload, review, and manage UPS invoice records. It helps users maintain invoice information received from UPS and provides access to invoice data for reconciliation, reporting, and further financial processing. It displays all uploaded UPS invoices in a structured manner. Additionally, bulk data upload eliminates the need to manually enter individual invoice information. And also allows users to access detailed raw information to find or reconcile invoice details.
- Navigate to Fulfillment > UPS Invoice.
It will open the UPS Invoices list as shown.
Here’s breakdown of what each column contains:
- Invoice Date: Displays the date associated with the invoice.
- Account Number: Displays the UPS account number against which the invoice was generated. This helps identify the customer/account association.
- Invoice Number: Unique invoice number provided by the UPS, used to identify and reference the invoice.
- Invoice Amount: Displays the total amount charged on the UPS invoice.
- Actions: Users are allowed to perform various actions on the ups invoice. It can download a specific record in csv or raw format as well as can delete the invoice and create a bill for the invoice.
- CSV: The CSV download action allows the user to download the UPS invoice data in CSV format. This can be useful for further analysis/processing or reconciliation.
- Raw Data: The Raw Data action allows users to view the original/imported data associated with the selected UPS invoice.This is useful when users need to:
- Review the detailed information received from UPS.
- Verify invoice charges.
- Investigate discrepancies.
- Compare processed information with the original invoice data.
- Create Bill: The Create Bill action is displayed when the selected UPS invoice does not have an associated bill. Once a bill has been successfully created, the Create Bill action is no longer available for that invoice, helping prevent duplicate bills.
Click on the “Create Bill” option, to create a bill against an invoice. It will add bill dialog.
- Delete: The Delete action allows users to remove an uploaded UPS invoice from the system.
To delete an ups invoice: Click on the “Delete” option, it will open confirm delete dialog with message as shown below. Here, by clicking on the “Delete” button, an invoice gets removed while clicking on the “Cancel” or “X” closes the delete dialog.
- Users can not delete an invoice when any bill is associated with it. It will display the below dialog with a message as shown.
- Select All checkbox: It is checkbox-based selection to allow users to select one or more invoice records and download the selected invoices in a CSV file. By selecting Select All checkbox, it selects all invoice records displayed in the list while clearing the checkbox deselects all selected records. It is useful when users want to download multiple records at once.
Search functionality:
By incorporating remarkable search functionality within the ups invoices list sBizzl empowers users to quickly find the information they need within your lists effortlessly.
A search bar at the top of the list allows users to type keywords like account number and invoice number. The list should update dynamically, displaying only records that match the search criteria, often with the ability to sort by various criteria.
A search bar at the top of the list allows users to type keywords like account number and invoice number. The list should update dynamically, displaying only records that match the search criteria, often with the ability to sort by various criteria.
Sorting:
The list sorts data based on the invoice date, account number, invoice number and invoice amount.
Filters:
- Filters are very powerful flexible tools used to filter data based on criteria.
- To apply advanced filtering, click on the Filter icon shown below:
- After clicking on the Filter icon, the Right panel will open as shown below in the figure:
- Grouping: Users can apply groups by account number.
- Date: Users can apply filters based on dates to fetch orders by selecting a specific date range. The options can be All, Last 7 days, This Month, Last Month, Custom date (Select From date and To date).
- Add: The Add button allows users to save specific filters for future use in the ups invoice list.
- Apply: The Apply button is used to apply the selected filters and display the relevant results on the list.
Learn more about how to use advanced filters, sorting, grouping, and column management.
Upload Invoice:
The Upload Invoice process allows users to upload UPS invoice files in XML format. The system validates the selected file before processing it to ensure that it meets the required file name, size, and format criteria.
Click on the “Upload Invoice” button, the system opens explorer for uploading the ups invoices. Select the required XML invoice file, then the system validates and processes all the details. And if validation is successful, then adds the invoices to the UPS invoices list. If validation fails, an Error Modal is displayed with the relevant error message.
