Invoicing of Roll-Offs can use several invoicing rate codes.
|
Rate Code |
Description |
Note |
|
Rental |
Rental component charged on a daily, weekly or monthly basis. |
Assigned with unit |
|
Delivery |
One time delivery charge |
Assigned with unit |
|
Pull fee |
Charge to pull the can |
Enter as a code in Reference File "15" |
|
Disposal |
Per ton charge after can is weighted at land fill |
Enter as a code in Reference File "15" |
|
Relocation |
Move the can to a new site |
Enter as a code in Reference File "15" |
|
Pull & terminate |
Remove Roll-Off, empty and return to yard |
Enter as a code in Reference File "15" |
|
Empty & switch |
Replace new unit with empty unit at land fill |
Enter as a code in Reference File "15" |
|
Empty & return |
Empty unit and return same unit to site |
Enter as a code in Reference File "15" |
|
Empty & terminate |
Empty unit and return to yard |
Enter as a code in Reference File "15" |
|
Double switch |
Replace existing can with a empty and take full can to land fill |
Enter as a code in Reference File "15" |
Reference File "15" is used to store the special rate codes and associated descriptions. It uses a 10-character code, and short description and a note. These are automatically added to the special invoice item as it is being entered to save typing. We recommend keeping codes short and clear to allow for easy use.
The system will report sales by the code or/and group sales by the ledger code you can associate with each rate code.
This same file is also used for rentals. You can pre-fix your codes so if you enter the pre-fix, only those codes will be displayed, i.e.,
|
Code |
Description |
Notes |
|
R-DEL |
Roll-Off delivery |
|
|
R-EXCH |
Roll-Off exchange |
|
|
R-ESWTCH |
Empty and switch |
|
|
R-ERET |
Empty and return |
|
|
R-ETERM |
Empty and terminate |
|
|
R-RELOC |
Relocation |
|
|
|
|
|
In this way if you enter just the letter "R" and only the Roll-Off codes are displayed.
The following is a sample set of steps to follow to invoice a Roll-Off customer. This should be modified to fit your local operations.
|
Step |
Description |
Note |
|
1 |
Locate or add customer to Customer Master |
|
|
2 |
Print a work order with work to be completed |
|
|
3 |
Assign a unit with rental and 1 time delivery charge |
This handles the rental component of the invoicing process. If not rental is charges, enter a unit with zero rates. So all tracking reports will work correctly |
|
4 |
Assign charges to site using the financial tab or by converting work orders to line item charges |
Various services can be added in Reference File "15" so populate rates and descriptions on the invoice |
|
5 |
Invoice immediately or at end of job. This will pro-rate the rental component, post line charges if not posted, and sweep all charges onto the final invoice. |
Use action menu option to invoice line item charges site master financial tab and enter. |
|
6 |
Remove unit from site unit inventory to stop invoicing process |
|