Pending Billing Report for All Job type (Except Storage) 


We’re identifying All moves except for the Storage that are completed recently and are now eligible for billing, but billing has not yet been finalized. Here's what we are checking:

  1. Status Checks:

    • The service order should not be canceled (CNCL), closed (CLSD), or on hold (HOLD).

    • The service order should not be a storage job (STO).

  2. Billing Check:

    • The billing is not yet completed. (billing.billComplete is null )

  3. Move Type:

    • The customer file must be of type Booked Move (this means the move has been confirmed/booked).

  4. Note Filters:

    • We're only interested in notes related to billing. (notesubtype='Billing'  )

    • The note should be linked to a service order. notetype='Service Order' 

  5. Account Line Conditions:

    • The account line should be active (status is true).

    • It must have a received invoice number (not blank).

  6. Tracking Status Based on Routing Type:

    • If the service order is an import (IMP):

      • The customs clearance date should be filled in (i.e., not blank).

      • The clearance should have happened at least 5 days ago.

    • If it’s not an import (i.e., export or domestic):

      • The packing date should be filled in.

      • The packing should have happened at least 10 days ago.

  7. Final Output:

    • Group the result by shipment number.

    • Sort the final list by shipment number.


Pending Billing Report for Storge Job type


We’re identifying storage moves that are completed recently and are now eligible for billing, but billing has not yet been finalized. Here's what we are checking:

  1. Service Order Status:

    • The service order should not be canceled (CNCL), closed (CLSD), or on hold (HOLD).

    • The job type must be storage (STO).

  2. Billing:

    • Billing for this service order is not yet completed.

  3. Move Type:

    • The customer file should be of type Booked Move (meaning the move has been confirmed).

  4. Notes Filtering:

    • We're only looking at billing-related notes that are tied to service orders.

  5. Account Line Checks:

    • The account line should be active (status is true).

    • It should have a received invoice number (not blank).

  6. Tracking Checks Based on Type of Move:

    • If the move is an Import (IMP):

      • It should have a customs clearance date filled in (not blank).

      • That customs clearance must have happened at least 1 day ago.

    • If it's not an import:

      • It should have a packing date filled in (not blank).

      • The packing must have happened at least 2 days ago.

  7. Final Output:

    • The results are grouped by shipment number.

    • The list is sorted by shipment number.