How to set up Lot Billing Defaults

In this guide

Quick overview of Lot Billing Defaults
How to create a new Lot Billing Default rule

Quick overview of Lot Billing Defaults

Lot Billing Defaults are a set of rules that ProduceLinc uses to determine what the Lot Billing Type for each pallet line is (Purchase or Consignment), and which Lot Billing Party (vendor) must be paid for it.

Rules must be set up with Producer Code as the minimum required filter, and Default Lot Billing Type, Default Lot Billing Party No. and Default Inbound Channel Code as the minimum three values that must be applied to ‘matching’ pallet lines.

Additional filter values can be provided in the optional fields to further refine your rule. One such optional filter is the Organisation Code, but even though it is not required, we do suggest that you always include this when setting up Lot Billing Default rules.

Please refer to our related article on Lot Billing Defaults for more detailed information on when and how these rules are used, how the filters work and best practices for setting up the rules.

How to create a new Lot Billing Default rule

Step 1
Navigate to the Lot Billing Defaults page.

Step 2
Create a new line.

Step 3
Fill in/choose values in the following fields in the new line you have just created.

Organisation Code
Producer Code
Default Lot Billing Type
Default Lot Billing Party No.
Default Inbound Channel Code

Step 4
Repeat steps 1 to 3 for every new lot billing default rule you want to create.

Step 5
Once you are done, make sure that you see Saved in the top right corner of the page before you close it.