Process Management: Financials

The Process Manager provides several options for controlling the batch processing of orders, shipments, bills, and invoices. Within each option, you can determine exactly what gets processed based on specific queries that you define and when it gets processed based on specific time intervals.

When you run any of these processes, a confirmation page appears with a View Execution Details link that you can use to view processing details.

Financials

• Bulk Allocation - allocate the costs of all the unallocated shipments in your domain based on metrics that you select.
• Create Consolidated Invoice/Bill - creates new consolidated invoices/bills based on your criteria. You can specify a service provider profile or a saved query.
• Generate All Auto-Pay Invoices - initiates payment for services in the absence of service-provider-generated invoices.
• Generate Bills for Base - generates customer bills from the order releases that you select from your domain.
• Generate Bills for Sell-Side Shipments - generates customer bills from sell shipments.
• Issue Allocation - issues the allocated shipment data in your domain for use by your accounting systems.
• Process All Invoices - processes all invoices to automatically match service provider invoices to shipments, and then approve the invoices for payment. Process All Invoices will apply to all unmatched, unapproved invoices in your domain.
• Send Interface Transmission
  • Bill
  • Voucher

Logs

Recurring Processes

Use this process to modify the schedule of any process found on the Process Manager menu. To modify a schedule, a process must have been previously executed.