Table of Contents

Invoicing - Setup Guide

This guide explains how to set up and configure the Invoicing module to best suit your organization's needs.

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, TMS, Customs) you'll be collecting from

Invoicing Setup

Access the Setup Page

  1. Click on the search icon (🔍) in the top-right corner, or press Alt+Q to open the "Tell me" search feature
  2. Type "Invoicing Setup" in the search box
  3. Select "Invoicing Setup" from the search results
  4. The Invoicing Setup page will open

Configure Basic Settings

  1. Central Partner ID: If using multi-company synchronization, specify the central partner identifier

  2. DI Message Type Code: Set the Data Integration message type for communication between partners

  3. Multi-Partner Configuration: When using Invoicing across multiple partners or environments, you must configure the following:

    Important Note: For multi-environment Invoicing implementations, the Central Layer functionality must be configured and enabled. This ensures that master data (such as customers, services, and G/L accounts) remains synchronized and consistent across all connected environments. Without proper Central Layer configuration, discrepancies in master data can lead to invoicing errors and reconciliation issues. For more information on Central Layer setup, refer to the Central Layer documentation.

Additional Configuration Options

Depending on your implementation, you may need to configure:

  • Default journals for collection
  • Default posting accounts
  • Integration-specific settings

Journal Template Setup

To facilitate efficient entry collection:

  1. Click on the search icon (🔍) in the top-right corner, or press Alt+Q to open the "Tell me" search feature
  2. Type "Journal Templates 3PL" in the search box
  3. Select "Journal Templates 3PL" from the search results
  4. Create at least one journal template dedicated to Invoicing
  5. Configure the template properties:
    • Naming series
    • Default batch settings
    • User permissions

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 all amounts, customer data, and source information is correctly transferred

Troubleshooting

If you encounter issues during setup:

  • Verify all required fields are completed
  • Check user permissions for access to related functionality
  • Ensure source modules are properly configured to mark entries for collection
  • Review any error messages in the system for specific guidance

Next Steps

Once your setup is complete, proceed to:

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