Once all the charges are correctly extracted and updated to the Charge/Cost History file, 3PL invoices can be generated. The invoices can be generated using PSO050 Invoice Generation on the 3PL Period End Menu or can be generated from the 3PL Charge Management Menu (PSM050) using option Generate invoice and selecting the Charge table against a specific Publisher client.
The invoice generation process, retrieves the selected period, checks the exchange rate and tax rate files with the customer’s (clients) details and for the charge items that have been created in TMSPS/CSRV Charge Services. These non-stock titles must also exist in the Item Masterfile.
- In the menu, expand Publishing Modules > 3rd Party Logistics > Period End Processing and double-click 3PL Invoice Generation. PSO050 Publisher Client Invoice Generation selection panel appears.
| Field | Description |
| Period | Period for which 3PL invoices are to be generated, i.e. 3PL Period end processing period. 3PL period end processing must be run Distribution Period End. The Period field defaults to the current period but can be overridden. |
| Table | This is the Charge table that you can select to generate the invoice for or alternatively leave blank to select all tables. Invoices an only be generated for Charge table codes that are set up with type = Charge in TMSPS/CCTBL. |
| Client | Invoices can be generated optionally by publisher client. You can either enter a single publisher client or a range or leave this field blank to generate 3PL invoices for all Publisher clients. |
- Enter the above information, as required.
- Click OK to generate the selected invoices.
The details of the generated invoice can be viewed by taking the Invoice Details option from Publisher Client Charge Management (PSM050).
