Shipments to Invoice

Field

Description

From/To Pickup Date

Enter a pickup date range to filter results to loads picking up within that range.

From/To Delivery Date

Enter a delivery date range to filter results to loads delivering within that range.

POD Status

Select whether to include only shipments with a POD, without a POD, or all shipments

Brokerage/truck side

Select whether to include only brokerage loads, company asset loads, or all load types.

Customer

If a customer is selected, only loads for that customer will display.

Driver

If a driver is selected, only loads for that driver will display.

Groups

If a custom group is selected, only data for that group will display.

Include not completed

Check this box to include incomplete loads in the report.

Company

If a company is selected, only loads for that company will display.

Include only paid trips

Check this box to include only loads with paid trips.

Include only shipments without charges

Check this box to include only shipments that have no charges entered.

Billing type via email

Check this box to include shipments set to be billed by email.

Billing type via mail

Check this box to include shipments set to be billed by mail.

Billing type via fax

Check this box to include shipments set to be billed by fax.

Billing type via EDI

Check this box to include shipments set to be billed by EDI.

Billing type via website

Check this box to include shipments set to be billed by website.

Billing type via factoring

Check this box to include shipments set to be billed by factoring.

Order by

Select how the data should be ordered on the report.

Group by

Select how the data should be grouped on the report.

View

Select which view to use. See view descriptions below.

Field

Description

Shipment

The shipment ID.

Truck/Driver/Carrier

The truck, driver, and/or carrier ID assigned to the load.

Customer

The customer ID.

Bill to customer (View 1)

The bill-to customer for the shipment.

Dispatched by (View 1)

The user that dispatched the trip, if applicable.

Reference 1 (View 1)

The first reference number from the shipment.

PO Number Reference field 1 (View 2)

The first reference number from the shipment, displayed with the field ID from the dispatch setup options.

BOL Number Reference field 2 (View 2)

The second reference number from the shipment, displayed with the field ID from the dispatch setup options.

Pickup

The pickup date, location ID, and address.

Delivery

The delivery date, location ID, and address.

Documentation

Indicates whether a confirmation sheet, POD, and/or other documentation has been added to document management for the shipment.

Billing notes

Billing notes from the shipment.

Weight (View 2)

The weight entered on the shipment.

Linehaul

The linehaul charges on the shipment.

Fuel (View 1)

The fuel charges on the shipment.

Other (View 1)

Any other charges on the shipment.