Frequency-Based Upon Order and Upon Service Payment Policies
We have updated the logic for Frequency-based Payment Policies (Daily, Weekly, Semi-Monthly, Monthly) when the invoice generation is Upon Order or Upon Service. Currently, when a customer is on a Frequency Based Payment Policy, the Tonnage Fee is added to the original invoice when the container was delivered. Moving forward, the Tonnage Fee will be added to the invoice during the period during which it was dumped.
For example, the customer is on a daily upon-service payment policy. They Delivered the container on 10/1/2024 and removed it on 10/4/2024 with a 2-ton overage. Two invoices will be generated for this customer.
- Invoice 1 (10/1/2024): Product Rate (Charge for the Haul) from the SKU and any Additional Charges
- Invoice 2: (10/4/2024): Tonnage Fee and any Additional Charges or Services for 10/4/2024
Needs Action Flyout Redesign
We have added additional information to the Needs Action Flyout. When you click on the item to review, you will now see icons at the top that display information related to the order.
Calendar Icon
- Service Date
- Pick-Up Date
- Dump Date
Truck Icon
- Delivery Driver
- Delivery Hauler
- Removal Driver
- Removal Hauler
Customer Icon
- Customer Name
- Location
- Product Size
Overage Information in Needs Action
We have added additional information for Overages in Needs Action. You will now have the ability to enter and update the same information that is available in Settle Orders.
- Dumpsite
- Dumpt Ticket #
- Weight/Volume
- Dumping Cost
- Trucking Cost
- Overload