Accounting Seed Installation Guide

The Revenova TMS may be configured to operate with the Accounting Seed accounting product. Complete installation for the following three packages in the following order to use the accounting functionality directly in the TMS.

1. Revenova TMS package.

   1. Provided by Revenova. See the Installation Guide here.

2. Accounting Seed

   1. Provided by Accounting Seed.

   2. See Accounting Seed package releases here.

3. Revenova Accounting Seed Bridge package.

   1. Provided by Revenova. See documentation here.

   2. This document provides instructions for installing this package.

Initial Accounting Seed Installation

1. Install the Accounting Seed managed package and follow their configuration instructions.

2. Install the TMS-Accounting Seed bridge package.

3. Add “Transportation” to the Product object Product Family field as a picklist choice.

4. Make the new TMS Accounting Admin tab visible to the system administrators.

5. From the TMS Accounting Admin tab.

   1. Set all the Global Default fields you can and click Save.

   2. Click the Create Default Products button if you do not have default products available or selected on the right side of the Global Defaults section.

   3. If the Unlinked Items sections is not empty:

      1. Click the Create/Match Products for Unlinked Accessorials button to associate products to all your unlinked accessorials.

      2. Click the Create/Match Products for Unlinked Taxes button to associate products to all your unlinked sales taxes.

   4. After clicking these two buttons the Unlinked Items section should be empty.

6. Provide access to appropriate internal users for the following Visualforce pages/data:

   1. TMSAccountingAdmin

      1. Add as a visible tab for appropriate internal user profiles.

   2. BillingAutoCreation

      1. Add the Create Billing button to the Customer Quote related list on the Load page layout.

   3. BillingTaxUpdate

      1. Add the Calc TMS Tax button to the Billing page layout.

   4. BillingEDISend

      1. Add the Send via EDI button to the Billing page layout.

   5. BillingGenerateAndSend

      1. Add the Send Invoices button to the Billing tab list view

   6. BillingBatchPost

      1. Add the Batch Post button to the Billing tab list view.

   7. BillingBatchUnpost

      1. Add the Batch Unpost button to the Billing tab list view.

   8. PayableAutoCreation

      1. Add the Create Payable button to the Carrier Quote related list on the Load page layout.

   9. PaymentProcessorSubmit

      1. Add the Submit to Payment Processor button to the Payable page layout.

   10. PaymentProcessorStatus

       1. Add the Payment ProcessorStatus button to the Payable page layout.

   11. PaymentProcessorSubmitBulk

       1. Add the Submit to Payment Processor button to the Payable list views

   12. PaymentProcessorStatusBulk

       1. Add the Payment ProcessorStatus button to the Payable list views.

   13. InvoiceAdjustment

       1. Add the Adjust button to the Payable page layout.

   14. PayableBatchPost

       1. Add the Batch Post button to the Payable tab list view.

   15. PayableBatchUnpost

       1. Add the Batch Unpost button to the Payable tab list view.

   16. EPaymentDetail

       1. Add the ePayment related list to the Load page layout.

       2. Add the New button to this related list.

   17. BatchPostAndPay

       1. Add the Post and Pay button to the Payable list view.

7. Drag all fields desired onto the Billing page layout.

8. Drag all fields desired onto the Payable page layout. The Payment Processor XXX fields relate to the TriumphPay integration.

9. From a list view, make sure all Product records have the appropriate Revenue GL Account and Expense GL Account values.

10. Create a PDF Format record to support batch invoice emails.

    1. From the App Launcher, search for PDF Formats and select the link to navigate to the list view.

    2. Click New to create a PDF Format record.

    3. Enter the following values into the fields.

       1. PDF Format Name: Bulk Billing Product

       2. Type: Billing

       3. Visualforce PDF Page: TransportationBillPDFBulk

       4. Default Email Template: Billing_Email_Template

    4. Click Save.

       The Batch Billing Email Template set in TMS Accounting Admin uses the TransportationBillPDFBulk Visualforce Page to generate bulk PDFs.

11. Add the Unapplied Cash/Credit Memos field to the Shipper/Consignee Transportation Profile page layout right below the Credit Limit field.

12. Add the Carrier Remit to Admin (AS) LWC to the Account and/or Transportation Profile lightning record page layouts for Carriers.

    1. If the existing Carrier Remit to Admin LWC is on the Account and/or Transportation Profile lightning record page layouts for Carriers, remove it.

    2. Add the Carrier Remit To As Of field to the Carrier Transportation Profile lightning record page layout. Set the field to read-only.

    3. View additional fields in the Carrier Remit To Admin (AS) LWC by adding fields to the Load TMS21, Payable TMS1, and Vendor Invoice TMS1 field sets.

13. Remove all access and visibility to the Customer Invoice and Vendor Invoice objects.

    1. Remove related lists from Load page layout.

    2. CRUD access should be none for these objects for all profiles.

    3. Hide the Customer Invoice and Vendor Invoice tabs from all profiles.

14. See the documentation for instructions on setting up NACHA file generation.

15. It is highly recommended that NO security Profiles have Delete rights on the EPayment object.

Upgrading from a Previous Version

Install and configure the Summer ‘25 TMS Release BEFORE installing the Accounting Seed bridge package. See the Revenova TMS Summer '25 Installation Guide.

The Revenova Summer ‘25 Accounting Seed Bridge package requires the Accounting Seed Version 3.326 Spring ‘25 or newer package installed in the org. Before installing the Revenova Summer ‘25 Accounting Seed Bridge package, confirm a compatible version of the Accounting Seed package is installed.

Release Summer ‘25 Accounting Seed Bridge Upgrade Instructions (ETC: 15 Minutes)

1. You must install and test in the sandbox before upgrading production.

2. Perform the Accounting Seed bridge upgrade installation AFTER the TMS Summer ‘25 Release installation.

3. Obtain the Summer ‘25 installation URL and password from your Revenova representative.

4. Install the upgrade. Wait for the “Installation succeeded” email.

5. Create a PDF Format record to support batch invoice emails.

   1. From the App Launcher, search for PDF Formats and select the link to navigate to the PDF Formats list view.

   2. Click New to create a PDF Format record.

   3. Enter the following values into the fields.

      1. PDF Format Name: Bulk Billing Product

      2. Type: Billing

      3. Visualforce PDF Page: TransportationBillPDFBulk

      4. Default Email Template: Billing_Email_Template

   4. Click Save.

      The Batch Billing Email Template set in TMS Accounting Admin uses the TransportationBillPDFBulk Visualforce Page to generate bulk PDFs.

6. Support for the Organization-Wide Email feature requires additional configuration. Follow the linked documentation to create Organization-Wide Email Addresses as necessary.

   1. Once created, navigate to TMS Accounting Admin.

   2. In the Global Defaults section, select the appropriate email address in the Default OWEA For Multiple Billings field.

   3. Click Save.

7. The ePayment (rtms2__EPayment__c) object and EPaymentDetail Visualforce Page are no longer supported. It isn’t necessary to remove the object and the page from the org unless desired. To delete the object and page, open a case with Salesforce Support and include the object API name and VFP to delete.

8. Make sure all relevant TMS batch jobs are running and/or scheduled. See the Batch Processes article for suggested run times.

Field/Field Set Modification Summary – Accounting Seed