Table of Contents

Invoicing - Setup guide

This guide explains how to set up and configure the Invoicing module.

Prerequisites

Before configuring Invoicing, ensure you have:

  • Administrator access to your 3PL Dynamics system
  • Basic understanding of your company's invoicing requirements
  • Familiarity with the source modules (WMS, FMS, Agreement) you will be collecting from

Activate Invoicing Debug Parameter

Before you can use the Invoicing module, you must activate the Invoicing Debug Parameter:

  1. Choose the Tell me icon, type Debug Parameter, and then choose the related link.
  2. On the Debug Parameter page, you have two options:
    • Option A: Choose Initialize to automatically create all default debug parameters (including Invoicing).
    • Option B: Manually add a new record by choosing New and entering the code Invoicing.
  3. Ensure the Invoicing debug parameter is enabled.
Important

The Debug Parameter is required for the Invoicing module to function properly. Without it, you will not be able to access Invoicing features.

Invoicing Setup

Access the setup page

  1. Choose the Tell me icon, type Invoicing Setup, and then choose the related link.
  2. The Invoicing Setup page opens.

Configure settings

Field Description
Central Partner Id If using multi-company synchronization, specify the central partner identifier. Leave empty if the current company is the central partner, or when invoices are created in the current company.
DI Message Type Code Set the Data Integration outbound message type for sending entries to the central partner (default: SND-INVOICING-LEDG).
DI Resync. Msg. Type Code Set the outbound message type for sending a resynchronization message from the central partner (default: SND-INVOICING-RESYNC).
Invoice Lines Layout Specifies the layout of invoice lines. Default shows all lines without grouping. Group by Document No. groups lines by document number and adds a heading for each document.
Sales Line Modification with Invoice Entries Controls how sales line modifications are handled when invoicing entries exist. Options: Not Allowed (blocked), Warning (confirmation required), Allowed (permitted).
Note

For multi-environment implementations, the Central Layer functionality must be configured and enabled. This ensures that master data (customers, services, G/L accounts) remains synchronized across all connected environments. For more information, refer to the Central Layer documentation.

Journal template setup

To set up journal templates for collection:

  1. Choose the Tell me icon, type Journal Templates 3PL, and then choose the related link.
  2. Create at least one journal template dedicated to Invoicing.
  3. Configure the template properties:
    • Naming series
    • Default batch settings

Job queue configuration

To automate the invoicing process using job queue functions, configure the following function set entries:

COLLECT INV.ENTRIES

Automates the collection of billable entries. See Scheduled collection for parameter details.

CREATE INVOICES

Automates invoice creation from posted ledger entries. See Scheduled invoice creation for parameter details.

PARALLEL SCHEDULER

Runs collection or invoice creation per customer in parallel. See Parallel scheduling for details.

Tip

For Agreement-based invoicing, ensure that agreement periods are created before running collection. Use the CREATE AGRMT PERIODS job queue function to generate periods automatically.

Testing your setup

After completing the configuration:

  1. Run a manual collection process from a test source.
  2. Verify the entries appear in the Invoicing Journal.
  3. Process several test entries through the complete workflow.
  4. Confirm the invoices are generated correctly.
  5. Verify amounts, customer data, and source information are correctly transferred.

Next steps

Once your setup is complete, proceed to:

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