Invoicing Module - Overview
Introduction
The Invoicing module in 3PL Dynamics centralizes and streamlines the invoicing process across different operational areas of your logistics business. It collects billable transactions from various sources, consolidates them in the Invoicing Journal, and generates sales invoices efficiently.
Key benefits
- Centralized billing: Collect billable items from multiple sources in one location
- Automated processing: Schedule collection, posting, and invoice creation through job queue functions
- Parallel processing: Process multiple customers simultaneously through the Parallel Scheduler
- Flexible configuration: Adapt to different billing scenarios with configurable grouping rules and invoice periods
- Cross-module integration: Works with WMS, FMS, and Agreement modules (TMS and Customs planned)
- Partner synchronization: Support for multi-company setups with central partner invoicing
Core functionality
The Invoicing module offers the following key functionality:
- Entry collection: Collect billable entries automatically (via job queue) or manually from different sources
- Journal management: Review, modify, and validate collected entries before posting
- Invoice creation: Generate sales invoices from posted ledger entries, manually or via scheduled job queue functions
- Ledger tracking: Maintain a comprehensive history of all invoicing transactions with full traceability
- Parallel scheduling: Run collection or invoice creation per customer in parallel for high-volume environments
- Partner synchronization: Share invoicing data across multiple companies via Data Integration messages
Module components
The Invoicing module consists of several integrated components:
Setup
- Invoicing Setup: Configure module-wide settings (central partner, DI message type, invoice lines layout)
- Journal Templates & Batches: Organize journals for different collection workflows
Journals
- Invoicing Journal: Review and modify collected entries before posting
- Validation: Check entries for errors before posting
Ledger
- Invoicing Ledger Entries: Complete history of all posted entries with entry status tracking
- Source traceability: Links between ledger entries and originating documents
Processing
- Collection Process: Gather billable entries from Agreement, WMS, and FMS sources
- Invoice Creation: Convert posted entries into customer invoices with configurable grouping
- Job Queue Functions: COLLECT INV.ENTRIES, CREATE INVOICES, and PARALLEL SCHEDULER for automated processing
Integration points
The Invoicing module integrates with the following sources:
| Source | Status | Description |
|---|---|---|
| Agreement | Active | Contract-based billing: recurring services, storage costs, period-based charges |
| WMS | Active | Document-based warehouse activities: handling, labor, value-added services |
| FMS | Active | Freight forwarding charges: cost/revenue lines from FMS shipments |
| TMS | Planned | Transportation charges (planned for a future release) |
| Customs | Planned | Customs declaration charges (planned for a future release) |
The module also integrates with the Business Central Sales module for invoice generation and with the Data Integration framework for partner synchronization.
Getting started
To begin using the Invoicing module, see the following sections: