Create Invoice

This page is accessed via:

• Shipment Management > Shipment Management > Buy Shipments or Sell Shipments. Then Actions > Financials > Invoice > Create Invoice.
• Shipment Management > Group Management > Shipment Group > Actions> Financials > Create Invoice

Use this action to generate an invoice or Bill of Lading (BOL) back from a buy or sell shipment, or from a shipment group. When an invoice is generated from a shipment/shipment group, the invoice is also automatically matched to that shipment/shipment group.  

This action can also be performed on a shipment group with ONLY full shipments. Each shipment cost of full shipments and cost of secondary charge is displayed as one invoice line. If the shipments (including secondary charge) of the shipment group have more than one service provider, then an invoice rule with a grouping constraint of service provider should be specified.

Note: The action is not applicable for a shipment group with partial shipments.

Note: The total shipment group cost will include actual cost of both full shipments and secondary charge shipments of that shipment group.

Create Invoice

1. Select the Invoice/Bill Rule ID to generate single or multiple invoices based on the rule which you have selected. OTM uses the rule criteria to split the invoices.

• If you provide a rule, OTM generates multiple invoices based on the split rule.
• If you do not provide a rule, OTM checks the INVOICE SPLIT RULE parameter and then generates single or multiple invoices.

The optional feature "FETCH INVOICE BILL RULE FROM DOMAIN PARAMETER SET" is used to get the invoice rule from the domain parameter set instead of the parameter set used for the shipment. When this feature is enabled, the Invoice Rule to create invoices for a buy shipment will be fetched based on the parameter set configured in the domain setting. If it is disabled, the application creates invoices using the parameter set configured for bulk planning the shipment.

Note: If you do not want to provide a rule every time you create an invoice, you can configure a rule by defining the "INVOICE SPLIT RULE" parameter which enables OTM to generate single or multiple invoices.

• If you do not provide a rule and the parameter is not defined, OTM generates only one invoice with all the cost lines.

2. Select the Match Rule check box to look up and apply a matching rule to generate invoice(s).
3. Click Create Invoice(s).

Once an invoice has been generated from a shipment/shipment group, it is ready to be approved for payment.

• Invoices can be generated only for shipments that have PAYMENT status value of PAYMENT_NEW (that is, which have never been matched to an invoice).