Capturing Self-Billing Data
Once you have activated Self-Billing and set up the customers that use it, you must allow sufficient time for your system to capture required customer data before you can begin to process customer-initiated payments.
To begin capturing self-billing data:
1 Use shippers to process all shipments that may be referenced on future self-bills.
2 Invoice and post to AR all shipments that may be referenced on a future self-bill.
Note: The item numbers to be referenced on future self-bills must be used on the original sales order. These items are either the customer’s item numbers or your internal item numbers, whichever appear on the customer-remitted document. On customer schedules, the system uses the combination of the customer’s purchase order number, the item number, and optional customer reference information to identify unique order quantities that have been shipped and invoiced.