Reports & Documentation
Chapter 4 — Invoicing Reports

Truck invoicing

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LESSON INFO

Audience

  • Billing staff generating truck-specific invoices.
  • Operations managers reviewing inbound/outbound truck volumes.
  • Finance teams reconciling handling charges.

Prerequisites

  • You can access the Themis-Trace web app.
  • Your role can access Reports and view the target customer(s).
  • Truck receiving and shipping activity for the period has been entered and finalized.

Skills you’ll build

  • Run a truck-scoped invoicing report for a period.
  • Read the report’s section structure and reconcile totals.

LESSON OUTLINE

Concept

  • Truck Invoicing mirrors Rail Invoicing but includes only items that arrived by truck.
  • Truck invoices do not include rail-specific identifiers (Railcar Number, Pull Number).

Run Truck Invoicing

  1. Open Reports.
  2. Select Truck Invoicing.
  3. In the parameter form:
    • Set Start date and End date.
    • Select the Customer.
    • Select the Time Zone in which timestamps are displayed.
      • This parameter is set to Central Standard Time (CT) by default.
    • Set Facility and/or Product Type filters.
  4. Run the report to load the embedded report.

Review the truck invoice sections

  1. Review Opening / Receiving / Shipping / Closing for specific snapshots & activity.
  2. Review Transfers In / Transfers Out for aggregate ownership transfer totals.
  3. Review Storage Summary and Handling Summary for aggregate snapshot & activity totals.

Export the output

  1. In the embedded report toolbar, select File.
  2. Select Export.
  3. Select Excel (or another format as needed).
  4. Save the exported file.

Safe edits

  • If an expected item is missing, confirm its receiving transport mode is correctly recorded as Truck.

Verification

  • Storage Summary row count aligns with shipped item totals for the period.

COMMON QUESTIONS

    • Likely cause

      • Selected date parameters are filtering the item out of the report.

      • The item was not received by Truck.

    • Checks

      • Double-check the selected Start and End Date parameters.

      • Confirm the item’s receiving transport mode.

    • Fix

      • Correct the Start and End Date parameters, then re-run the report.

      • If the item arrived by Rail, use the Rail Invoicing for rail-received items.