Setup Location: Mover’s Suite Administration > AFS > Invoice > Invoice Group

 

Figure 40: Invoice Group setup area

 

The Invoice Group is used to group and subtotal related items together on an invoice.  It has been designed to make it easier for a revenue clerk to include a large common group of items, such as those for containers, packing and unpacking, together into one invoice line item.

 

An Invoice Group is assigned to an Item Code through the Item Code Generation tool and when these items appear as revenue within Invoice Management they will be listed together under the common Invoice Group name. 

 

Typically the Invoice Group Description is the same as that of the Revenue Group to which the common Item Codes belong to.

 

Figure 41: Mover’s Suite Administration > AFS > Invoice > Invoice Group

 

Select the defined Invoice Group for all related Item Codes through the Item Code Generation tool  (Mover’s Suite Administration > Tools > Item Codes).

 

Figure 42: Invoice Group field in Item Code Generation

 

The Invoice Flag must be set in order for the item to be included with the Invoice Group.  This flag can be set within the Item Code Generation Tool (as Invoice) or manually through the revenue item edit or add screen (Revenue Entry > Transactions).   Note: Item Code records can be updated through Mover’s Suite Administration > AFS > Invoice > Item Codes > Item Code > IGPriKey, as well.

 

Items included with the Invoice Group will be listed under the Invoice Group and their Amount will be included in the group subtotal. 

 

Figure 43: Invoice Group invoice line item example

 

Note that although the invoice group is typically the same as that of the revenue group it is not the same group.  If the item was listed under a different group then it would be pulled from the other group and listed under the invoice group instead.

 

Refer to the Item Code Invoice Group Settings section for further details related to the Invoice Group.