Use the Financial Information screen to set and view financial data associated to the international order, including a Global Protection Plan (GPP). This information is utilized when exchanging data with external applications.
Access this screen through the Financial Information button found on the Shipping Information tab.
Figure 16: Financial Information screen
Technical Field and Function Information
Described in the table below are the fields and functions available to the Financial Information screen.
Field/Function |
Description |
Cost Plus |
Check this flag to indicate Cost Plus financing on the shipment. |
Ready to Bill Date |
Check this flag to indicate that the order is ready to be billed. Setting this flag also sets the associated date to the current date. |
Move Manager Released to Bill |
Checking this flag indicates that the move manager has released billing. |
Tariff Indicator |
Check this flag to indicate that a tariff applies to the shipment. |
GPP Applies |
Check this flag to indicate that a Global Protection Plan applies to the shipment. All remaining settings on this screen relate to the Global Protection Plan. |
Reason Declined |
If GPP Applies is unchecked, then specify a reason that the Global Protection Plan was declined from the options defined within Valuation Declined Reason Setup. |
Certification Number Date |
Provider the certification number for the GPP (up to 64 characters) and the date of the certificate. |
Deductible Amount |
Enter the deductible amount of the Global Protection Plan certificate. |
Value Type |
Select a type associated to the Global Protection Plan from options defined within Value Type Setup. |
Total Loss Coverage |
Check this flag to indicate that total loss coverage applies to the Global Protection Plan. |
Mechanical Malfunction |
Check this flag to indicate that mechanical malfunction coverage applies to the Global Protection Plan. |
Pairs or Sets |
Check this flag to indicate that pairs/sets coverage applies to the Global Protection Plan. |
Mold or Mildew |
Check this flag to indicate that mold/mildew coverage applies to the Global Protection Plan. |
HHGD Insured Rate |
Enter the household goods insured rate amount. |
HHGD Internal Rate |
Enter the household goods internal rate amount. |
HHGD Billed Rate |
Enter the household goods billed rate amount. |
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Save Keep changes made and close the screen. |
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Save Then Upload GPP Information Save the changes and upload the information for GPP Certificate |
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Cancel Close the screen without saving changes. |