Partial Pre-bills are created in the Billing grid, which can be found in the top panel.
To find Transport Order costs, simply select Transport Order in the top right of the grid.
It is advised to add a column ‘Pre-bill ID’ to the grid, in order to be able to see if a given cost is already a part of a Pre-bill.
You can filter the column by double-clicking on the highlighted field under the column (see screenshot below) and choosing ‘Comparison’. Selecting ‘Not Exists/Empty’ will lead to only displaying the unassigned costs.
There are 2 ways to create Partial Pre-bill´s:
1. Simply select different costs (hold CTRL/Shift and select for multiple selections) you can pick the costs you would like to add to a Partial Pre-bill. Right-click and select the option 'Create Partial Pre-bill'
2. Select grid options menu (3 dots icon), then Batch Actions and click Create Partial Pre-bill. This will take all of the costs that are eligible and are displayed in the defined grid view (through filters on columns)
Once the partial Pre-bill was created successfully, you can view it in the Pre-bill tab.
By default, the partial Pre-bills are grouped based on division and carrier.
If you want to select additional grouping criteria, you can pick it in the Carrier Masterdata. Based on the selection the carriers will be later grouped together accordingly to form Partial Pre-bill. For example, if ‘service level’ is selected, the selected carriers with the same service level will be automatically grouped together. This is optional and not required to create a partial Pre-bill.
Unlike for the final Pre-bill, the order does not need to be in status Ready for Billing in order to create a Partial Pre-bill. Note, however, that the costs should be approved beforehand.
It is also important to note that it is impossible to create a partial Pre-bill if the reroute function is enabled (shown disabled on the screenshot below).
