TMS 7.11 Auto-Creation of Invoices

Overview

Auto-Creation of Invoices

The Accounting Seed-based process flow is:

• Customer Quote → Billing

• Carrier Quote → Payable

Note that the TMS invoice and payment objects are completely bypassed when Accounting Seed is used.

Billings and Payables can be auto-created based on the triggering events set up from TMS Admin → Configuration:

Create a Billing from a Customer Quote related list by selecting the Customer Quote and clicking the Create Billing button:

Create a Payable from a Carrier Quote related list by selecting the Carrier Quote and clicking on the Create Payable button:

Credit Memo Auto-Application

When a Load-specific Payable is posted, any outstanding Credit Memos for that load will be automatically applied to the Payable.