Send customer invoices to EDI trading partners from the Customer Invoice banner, Customer Invoice list view, or automatically with the CustomerInvoiceGenerationJob.

For more information about EDI transactions with customer invoices, see the Load Invoices article.

Customer Invoice Banner

Select the Send via EDI button on the Customer Invoice Banner LWC.

Invoicing Successful

If the invoice successfully sends, the following fields are updated:

The Invoice Status field that was Pending or Approved is set to Invoiced.
The Date Sent field is set to Now.
The EDI Processed Date field is set to Now.
The Billing Status on the Customer Quote is set to Invoiced.

An outbound EDI 210 transaction is created and attached to the Load.

If the Enable EDI Transaction Logging field is Checked in TMS Admin → Configuration under the EDI Setup section, you can find this transaction in the Load record page in the EDI Transactions related list.

Invoicing Error

Invoices that generate an error have the Invoice Status field set to On Hold. The Invoice Status Comments field contains the detailed error message. The same list of errors are also emailed to the user.

Troubleshooting

Common error messages that you can receive from selecting the Send via EDI button involve a missing delivery date, billing method setup, or a missing EDI Provider.

Missing Delivery Date Error

Solution: Set the Departure Date field on the Load for the last stop before sending the customer invoice via EDI.

“This is not an EDI invoice” Error

This error is because the Billing Method field in the Transportation Profile of the Billing Contact’s Account wasn’t set to EDI at the time the Customer Invoice record was created.

Solution: Set the Billing Method to EDI in the Customer Invoice record and select the Send via EDI button again.

If all future customer invoice records for this customer will be sent via EDI, make sure that the Transportation Profile of the Billing Contact’s Account has the Billing Method set to EDI.

Missing EDI Provider Error

Solution: Make sure that the Load has a value set for the EDI Provider field.

Customer Invoices List View

To bulk send a number of customer invoices via EDI, select the Customer Invoice records from the list view and select the Generate & Send button.

This will call a method in the CustomerInvoiceGenerationJob once rather than daily on a repeated schedule.

Note: You can select any invoices across billing contact and customer boundaries.

Bulk send customer invoices via EDI in the Customer Invoices list view using the Generate & Send button.

Invoicing Successful

The Invoice Status field that was Pending or Approved is set to Invoiced.
The Date Sent field is set to Now.
The EDI Processed Date field is set to Now.
The Billing Status on the Customer Quote is set to Invoiced.

An outbound EDI 210 transaction is created and attached to the Load.

If the Enable EDI Transaction Logging field is Checked in TMS Admin → Configuration under the EDI Setup section, you can find this transaction in the Load record page in the EDI Transactions related list.

Note: While you are bulk sending EDI transactions all at one time, each customer invoice sent via EDI is a separate transaction that is attached to the related Load.

Invoicing Error

The Generate & Send button initiates a background process that generates and sends EDI transactions to the appropriate parties.

Invoices that generate an error have the Invoice Status field set to On Hold. The Invoice Status Comments field contains the detailed error message. The same list of errors are also emailed to the user.

Automated Customer Invoice EDI

The CustomerInvoiceGenerationJob can automatically send customer invoices via EDI when the customer’s Transportation Profile sets the Billing Method to EDI.

Configure the TMS settings to automatically bulk send customer invoices via EDI for a customer.

Fall '24 Customer Invoice EDI

Overview

Customer Invoice EDI