FedEx Billing Online (FBO) Non-Revenue Quick Guide

1
FedEx Billing Online (FBO)Non-Revenue Quick Guide

• Refer to the FBO Non-Revenue Training Manual for
  further details on any topic.
• Version 4.0
• September 11, 2008

2
Contacts and Information

• Contact NonRevAcctRequest_at_corp.ds.fedex.com for
  account setup maintenance, and User ID and
  Password creation issues
• Do not have/know Account Number or User
  ID/Password OR fedex.com alerts that your User
  ID does not exist or asks you to select an
  account number to register for FBO when you
  login
• Contact NonRev_AcctAdmin_at_mail.fedex.com for
  shipping, rating, billing, or other non-technical
  issues for existing accounts
• Contact FedEx Technical Support for other FBO
  usage issues
• 1.877.FDX.ASSIST (1.877.339.2774)
• See the FBO online Demo for general usage
• Made for normal FedEx revenue customers, some
  sections do not apply to Non-Revenue usage
• See the FBO Message Center for links to the
  training manual and this quick guide

3
Overview
The non-revenue process has been re-engineered to
meet audit requirements for monitoring and
controls, using FedEx Billing Online. FedEx
Billing Online (FBO) is an Internet based
invoicing and bill presentment application
residing on fedex.com. Non-revenue accounts will
be required to register for FBO to manage and
track the status of their FedEx invoices, to view
invoice details, dispute shipments, and pay using
an approval process at the invoice level or
tracking id level.

• Basic Functions
• View Invoices and Shipment Detail
• Pay via Approval process
• Dispute as Rebill or indicate as Fraudulent
• Create Searches Reports
• Download Invoice Data
• Administrative Functions (add users, etc.)
• Similar advanced functionality as FBO Plus
  accounts

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Access Login
1.) From the fedex.com homepage, select the
Manage Tab, and then choose the View / Pay Bills
Online option., 2.) Enter your new fedex.com User
ID and Password at the login screen on the left
side of the screen., and 3.) Click Login button.
You should already have a new fedex.com User ID
and Password AND your account(s) should have
already been registered for FBO by the FedEx
Revenue Dept. Note If you experience login or
other FBO issues, contact the support areas on
slide 2.
5
Account Summary View
Upon logging into FBO, the main Account Summary
screen appears showing a summary of the
account(s) as well as the persons name that
logged in. You can take the following actions
1.) Select all to Approve, 2.) Select several to
Approve, OR 3.) Select invoice number to view
invoice detail.
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Invoice Detail View
When you select an invoice number, the Invoice
Detail screen appears showing a summary of all
charges for an invoice. You can take the
following actions 1.) Approve entire invoice at
top, 2.) Select all tracking IDs to Approve at
bottom, 3.) Select several tracking IDs to
Approve at bottom, OR 4.) Select tracking ID to
view shipment detail.
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Tracking ID Detail (Shipment Level) View
When you select a tracking ID, the Tracking ID
Detail (shipment level) screen appears showing
details of the shipment, including all charges.
You can take the following action 1.) Approve
tracking ID (shipment).
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Approval / Payments
Non-Revenue users will select Approve instead
of actually Paying. There are no other payment
options. 1.) Click the Approve button on the
Account Summary, Invoice Detail, or Tracking ID
Detail screen, then the Payment Cart screen
appears., and 2.) Click the Checkout button to
complete, then the confirmation screen appears.
Once completed, the Payment Status on other
screens will show Submitted Non-Rev on the same
day you approved, then later Paid after the
first day you approved.
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Dispute / Rebills
Non-Revenue users can only dispute at the
Tracking ID level (individual shipment level
not the invoice level), and the only available
dispute reason is Rebill. 1.) Click the
Dispute button on the Tracking ID Detail screen,
then the Dispute screen appears., 2.) Select
Rebill other account as the Dispute Type, and
then the Account Number to Rebill (account number
required for third party option)., and 3.) Click
the Submit Dispute button to complete. Do not
use the Dispute button on the Invoice Detail
screen.
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Suspected Fraud
For approved Invoices and Tracking IDs,
Non-Revenue users can indicate if they are
possible fraud, and submit for review to the High
Risk Investigation department. 1.) Click the
Suspected Fraud button on the Invoice Detail or
Tracking ID Detail screen, then the Suspected
Fraud screen appears., 2.) A detailed explanation
is required in the Your Comments section., and
3.) Click the Submit button to complete.
Invoices and Tracking IDs must be approved first
and the amount due 0. The same item cannot be
submitted more than once.
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Search Download part 1
Users can create reports of shipments, invoices,
payments, etc. which can be displayed online in
summary search results or downloaded in full.
1.) From any page in FBO, select the
Search/Download Tab., 2.) Click the New Search
link., Continued on next slide Note Data is
only available for the previous 90 days in FBO.
Your search results and download files will not
have data older than 90 days.
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Search Download part 2
Continued from previous slide. 3.) The New
Search screen appears., Basic Search 4.) In
the Search for field, select an option., 5.) In
the Matching field, enter matching Invoice or
Shipment information., 6.) Click the Next
button., Continued on next slide OR Advanced
Search 4.) In the Search for field, select one
of the options., 5.) Click the Advanced Search
link or purple double-arrow at the bottom of the
screen., 6.) Select accounts, and enter dates and
other information., 7.) Click the Next button.,
Continued on next slide
Advanced Search
OR
Basic Search
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Search Download part 3
Continued from previous slide. 6 or 7.) Review
online summary search results. To Download 1.)
Select an existing download file template., 2.)
In the Save as field, enter a name for the
download file., 3.) Click the Next button.
Continued on next slide Notes Download files
can be either .txt or Excel/CSV format.
Selecting a default (pre-existing) FBO template
will create a file in the .txt format. For
files to be imported into FedEx Flat File
Reporting Tool (FFT), use Detailed Report
Template. For files to be used in Excel, see the
Custom Download Template section to create a
template in CSV/Excel format, otherwise you must
use the Excel Wizard to import a .txt format
file. See the FBO Non-Revenue Training Manual for
further details.
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Search Download part 4
Continued from previous slide. 4.) The Download
Center screen appears., 5.) Click on the file
name link., 6.) Click the Save button on the
pop-up., 7.) Select the location to save the
download file., 8.) Click the Save button to
complete. Notes When you first create download
file, wait and click refresh to see if file is
ready (will be purple) For later access, you can
return directly to the Download Center screen.
The files remain available for 7-8 days once
created. See the Auto Download section to
automatically create a download file for each new
invoice.
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Custom Download Template part 1
Users can create customized report download files
that include specific fields (i.e. Tracking ID,
Invoice Date, Original Amount Due, etc.) and a
selected file format. 1.) Select the Create a
new download template link from the
Search/Download screen., 2.) The Customize Your
Download screen appears., 3.) Enter the template
name, report type, and file type (.txt or
Excel/CSV). Continued on next slide Note The
Excel/CSV file type creates a comma separated
file that can be easily opened in MS Excel.
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Custom Download Template part 2
Continued from previous slide. 4.) Select the
fields you want in the template by using the
right double-arrow button to add fields and the
left double-arrow button to remove fields, and
order the fields by using the up and down
double-arrow buttons., 5.) Click the Save
Template button to complete. Notes See the
Search Download section to create a new
download report using the new template. Maximum
number of customized templates is 15. A preview
of the download format appears in the Contents
Sample section at the bottom of the screen.
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Auto Download
Users can setup FBO to automatically generate a
download file of invoice data each time a new
invoice is created . This capability can only be
activated by the FBO Administrator for your
account(s) (i.e. first person that was registered
for your account(s) for FBO). 1.) From any page
in FBO, select the Preferences Tab., 2.) Click
the Edit User Settings link., 3.) The Edit User
Settings screen appears., 4.) Select the "Yes"
radio button, this reveals a drop-down list., 5.)
Select a desired template to use for the
automatically generated invoice download file.,
6.) Click the Save changes button to
complete. Note Automatically generated invoice
files can be viewed and downloaded from the
Download Center screen for 7-8 days once
created. Be careful to select a template with
file format you need - .txt, Excel/CSV, or
Detailed Report (for FFT).