Information Systems:Carrier Interface - Freight to Sales Analysis

The summary for the current month, and the previous month, is built every morning. If we receive invoices later (some manual ones much later), the file for months before will have to be rebuilt manually.

Loomis invoices us on Fridays, then makes them available to us to pick up and process on Monday evenings.

Atlas invoices us on Saturdays, and the 15th and 30th (or 31st) of the month. As Maria prepares them for us manually, we cannot pick them up on a regular schedule.

The job scheduler looks for Loomis or Atlas invoices on Mondays and Wednesdays at 10:00PM.

Gerald will enter invoices from other carriers into a spreadsheet, and manually upload it.

The customer sales to freight summary page will show the date of the last invoice included in the previous month for each carrier in the upper right corner. If the dates are all in the current month, it means all invoices for the previous month have been posted. If they aren’t, we will have to watch them, and update the previous period as we receive the invoices. Go to Carrier Invoices, and key the current month into the date range. If we have an invoice for a carrier here, but the ‘Date of Last Invoice Included’ was in the previous month, we should do a rebuild. To do a rebuild for the previous months, go into ASW production to get the correct environment, and key in –

Call BLDSUMFRT ‘yyyymm’

This will clear all the records in ‘Date of Last Invoice Included’ to indicate to the user that an update is running. Rebuild the requested period. Then update ‘Date of Last Invoice Included’.