AWB Revenue/Expenses Types

AWB Revenue/Expenses Types

Navigation To AWB Revenue/Expenses Types:

Navigate to the Settings section and under System Setup click the “System Settings” button.

Then navigate to the Cargo section and click the “AWB Revenue/Expenses Types” button.

Overview

With this feature, you can:

• Create different charge types for AWB revenue and expenses.

• Specify debit and credit accounts for each charge type.

• Automatically display charge types when creating a JOB from an AWB.

Main Functionality on the Page

1. Search:

   • This field allows filtering entries by parameters such as Priority, Type, Description, Rate, Vendor Type, Kind ID, Expense Kind ID, and Tax.

2. List of Existing Items:

   • Prior: Determines the display order in selectors.

   • Type: The charge type. You can create multiple charges with the same type.

   • CODE: Code for the revenue/expense type.

   • Rate: The rate associated with the revenue/expense type.

   • Vendor Type: Vendor type used for AWB expenses.

   • Kind: Creditor account (kind_id).

   • Expenses Kind: Debitor account (expenses_kind_id).

   • Tax: Applicable tax for the type.

3. Editor:

   • A set of buttons and fields to add, edit, or delete items.

Manuals

Creating a New AWB Revenue/Expense Type

1. Adding a New Type:

   • Click the New button in the Editor.

   • Fill in the mandatory fields:

     • Type: Specify the charge type.

     • Description: Provide a description of the charge.

   • Optional Fields:

     • CODE: Enter the charge code.

     • Priority: Set the display order in selectors (ascending).

     • Kind (Credit Account): Select from the drop-down list of previously created options.

     • Expenses Kind (Debit Account): Select from the drop-down list of previously created options.

     • Tax: Select the applicable tax from the drop-down.

     • Vendor Type: Choose the appropriate vendor type from the drop-down, or leave it empty. The vendor type will be entered automatically when creating a new AWB expense.

• After completing the data, click the Save button.

2. Editing an Existing Type:

   • Select the entry from the list that you want to edit. The data will be displayed in the Editor.

   • Make the necessary updates and click the Save button.

3. Deleting an Entry:

   • To delete an outdated entry, select it from the list. The data will be displayed in the Editor.

   • Click the Delete button, which will become available after selecting the entry.

Using AWB Revenue/Expenses Types in the System

1. AWB Revenue/Expense Tabs:

   • You can specify the charge type directly in the AWB Revenue/Expense tabs.

2. Creating a JOB from an AWB:

   • When you create a JOB from an AWB, a transaction will be automatically generated using the selected debit and credit accounts (if the charge type has a specified Kind and Expense Kind).