View source for Customer Service:InfoNext - Missing Freight Customer/Vendor Account Numbers

==Overview==
Freight invoice data is imported into the InfoNext system daily & weekly but there will be missing customer account numbers (due to incomplete information being returned in the invoice records from the couriers) which must be identified and entered to ensure the freight cost has been allocated to the correct customer/vendor accounts. 

==InfoNext==
Use only '''Chrome''' to access InfoNext or fields may not appear properly.

#Log into Infonet – go to [https://infonet.unipharm.com/unipharm/in_login.pgm https://infonet.unipharm.com/unipharm/in_login.pgm]
#Enter '''Username'''
#Enter '''Password'''
#Click '''Login'''
#Click '''InfoNext'''
#Click '''Carriers'''
#Click '''Carriers''' again
#Click '''Freight Costs'''
#Click '''Search Filters'''
#Click Show errors dropdown and select '''Only'''
#Click Show edited dropdown and select '''No'''
#Click '''Apply'''

==Enter Missing Account Number==
Look at the FName (From Name)column and the TName (To Name) column
Use Comments/Additional Notes to assist with the selection of the correct customer/vendor account number. It is best to use the reference field which is likely the Hotline number and the additional notes. You can also click on ''raw data''' to see if there is any additional information you can use.
Many times the information may be a Loomis waybill or a Purolator waybill that using their tracking system may help find the store to charge the freight record to.

#Right-click on first record and select '''View Invoice Line Details'''
#Click '''X''' to move back to previous screen
#Right-click on first record and select '''Link UWD Customer'''
#Enter '''Customer/Vendor''' (name or number)
#Click '''Save''' (Success will appear)
#Click '''OK'''

===Exceptions===
*Seaair - post to Pender Island Pharmacy
*Mccue to Edmonds/Northview - post to Mccue 

===Unknown records===
*If unsure of specific records, please check with John or Gerald for guidance

[[Category:Workflows-Customer Service]]
[[Category:Freight]]