Axtension Shipping Control parameters

The Axtension Shipping Control parameters form is in the �Setup >Shipping Control section of the module "Inventory Management".

 

General

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The section "General" contains the general settings for the integration of Axtension Shipping Control into Dynamics 365 for Finance & Supply Chain Management. This section consists of the following parameter:

 

Field	Description
Add non-sales line items to shipment definition	Enable manually adding (non-sales and non-stocked) items to shipment definition.
Disable packing slip posting on release	Ability to disable the option to post a packing slip when releasing a shipment definition.
Allow manual create shipment definition	Ability to define if a shipment definition can be created on: -          Customer sales orders -          Project sales orders -          WHS shipments -          Transfer orders
Default date for planned delivery date	Ability to set the default planned date from an activity to the activity start or end date.

 

Modes of delivery

The section "Modes of delivery" gives the ability to set which mode of deliveries should be allowed for use on shipment definitions.

In addition, it is only possible to add sales order lines if the sales order line has a mode of delivery set which is allowed to be used on shipment definitions.

 

 

 

 

 

 

 

 

 

 

Note: Enabling a mode of delivery in this section will also set a toggle on the mode of delivery itself.

 

Shipment definition handlers

The section "Shipment definition handlers" gives the ability to set the designated handlers for shipment definitions and if a handler needs to be notified on changes or due dates.

 

 

 

 

 

 

 

 

 

Number sequence

 

It is mandatory to generate number sequences for both the shipment definition ID's and the Container hierarchy ID's.

 

 

 

 

 

 

 

 

 

 

Set default pickup address

 

Axtension Shipping Control introduces the new address purpose Shipment pickup, which can be used as address information per legal entity.

 

 

 

 

 

 

 

 

 

 

 

 

The address set with the purpose Shipment pickup on a legal entity, will then be used as the default pick up address for new shipment definitions.

 

The purpose Shipment pickup will only become available after running the update task Initialize pickup address role type in the Axtension Shipping Control data update cockpit.

 

 

 

 

 

 

 

 

 

 

Shipment definitions on Projects

 

Creating a shipment definition

 

With Axtension Shipping Control it is possible to create shipment definitions directly on projects via the action Shipment definition.

The action Shipment definition is available on main projects and sub-projects.

 

 

 

 

 

 

 

 

Setup Shipment definition

The general section on a shipment definition shows an overview of details of the shipment definition and ability to adjust the details.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Field	Description
Shipment definition id	Calculated ID based on the configured number sequence.
Description	Free text field to enter an optional description.
Status	The following statuses are possible: -       Draft -       Approved -       Changed -       Released -       Shipped -       Delivered
Reference type	Showing if a shipment definition is originating from a customer sales order or a project sales order.
Created by	Creator of the shipment definition
Handler	Assigned handler on the shipment definition
Project ID	Clickable number of the related project ID.
Currency	Currency used for the shipment definition. Adjusting the currency will recalculate the shipment and lines values based on the exchange rates of Microsoft Dynamics 365.
Calculated value	Shipment value calculated based on the unit price and quantity of the line(s).
Shipment value overwrite	Ability to enable overwriting the calculated value.
Shipment value	Once overwrite value is enabled, this field will overrule the calculated value.
Weight	Total weight of the shipment definition
Volume	Total volume of the shipment definition
Expected transport costs	Ability to enter the expected transport costs for the shipment definition
Transport cost currency	Currency of the expected transport costs
Including charges	Ability to mark the expected transport costs if it is including charges
Mode of delivery	Mode of delivery will be set by the first mode of delivery coming from the sales order line(s). The mode of delivery can be adjusted to another, but only to ones which are enabled for use on shipment definitions. See section 1.2.
Shipping Connect Billing	This will show the billing carrier account information for this shipment definition when send via Axtension Shipping Connect. It is only available when Axtension Shipping Control is used with Axtension Shipping Connect.
Compliance types	If items are added to the shipment definition with one or more compliance types configured, the appropriate toggle will be enabled.
Pick-up date	Requested pick-up date for the shipment definition
Pick-up time from and to	Time window wherein the shipment definitions needs to be picked-up.
Delivery date	Requested delivery date for the shipment definition
Delivery time from and to	Time window wherein the shipment definitions needs to be delivered.
Tracking	The airway bill number assigned to the shipment definition.
Logistical contact	Receiving contact for the shipment definition.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Planned delivery date and integration with Axtension Shipping Connect

 

Shipment definitions have a field called Planned delivery date, indicating the date on which the shipment is planned to be delivered. This field can be manually adjusted on shipment definitions with the statuses draft, review, approved, changed, released and shipped.

If a shipment booking is created via Axtension Shipping Connect for the shipment definition, the shipment booking can update the planned delivery date and time on the shipment definition.

 

More information about updating shipment booking statuses can be found in the Axtension Shipping Connect reference manual.

 

Shipment definition lines

 

After creating a shipment definition, it is possible to add the sales order lines which should be included.

 

 

 

 

 

 

 

Available actions

 

Field	Description
Select lines	Ability to add the sales order lines.
Add	Action to add non-sales order and non-stocked items.
Delete	Delete the selected shipment definition line.
Explode BOM	Ability to select an item from the BOM of the selected shipment definition line, so it can be shipped as an individual item.
Compliance	If the selected shipment definition line has a compliance type, these can be shown in this dropdown.
On hold	For various reasons, it is possible to mark one or multiple shipment definition lines as on hold. Marking them on hold requires a note and prevents the shipment definition to be submitted for approval. Via resume from on hold it is possible to remove the on-hold status.   Note: If the approval is set up with auto-approval, an on-hold line will grey out the ability to release the shipment definition.
Update sales price	Ability to reset the unit price to the sales line value
Update item weight	Ability to reset the weight to the released product value
Update item volume	Ability to reset the volume to the released product value

 

Adding a sales order line

 

When selecting the select lines action, the following pop up appears.

In this screen it is possible to set the quantity per sales order line which should be added to the shipment definition.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Field	Description
Show sales order lines	This dropdown provides the ability to filter on status of the sales order line: -     All: shows all sales order lines of the main/sub project(s). -     Assigned on shipment definition shows all sales order lines which have quantity assigned to the shipment definition. -     Completely assigned to shipment definitions: Shows the sales order lines of which the quantity has been completely assigned to one or multiple shipment definitions. -     With remaining quantity: Shows the sales order lines for which quantity has not yet been assigned to any shipment definition.
Project ID	Clickable link to the project from which the sales line originates.
Sales order	Clickable link to the sales order from which the sales line originates.
Item	Clickable link to the product information of the item.
Product name	Description of the product.
Quantity	Total quantity on the sales order line.
Quantity available	Remaining quantity on the sales order line which has not been assigned to a shipment definition.
Remaining quantity	Remaining quantity after assigning quantity to the shipment definition.
Assigned quantity	Quantity assigned to the shipment definition.
Assigned to other	Quantity assigned to other shipment definition(s).
Assigned to containers	Quantity that has already been assigned to containers in the shipment definition.

 

Exploding the BOM

 

When selecting the Explode BOM action, it becomes possible to select items in the BOM of the selected shipment definition line which must packed separately in the shipment definition.

 

 

 

 

 

 

 

 

 

 

The selected line in the BOM will be added as a new shipment definition line, marked as BOM explosion and put directly under the originating shipment definition line.

 

 

 

 

 

 

 

Note: Exploding a BOM will not have impact on the inventory but is merely a "virtual" explosion which can be used for packing and/or shipment documentation purposes.

 

Adjust shipment definition line value

 

It is now possible to adjust the unit price of a shipment definition line.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Field	Description
Unit price	The value of the shipment definition line can be adjusted. For BOM explosion items, the initial value will be 0. But any entered value will be deducted from the unit price value of the originating shipment definition line.
Original unit price	Unit price on the sales order for the shipment definition line.
Shipment value override	When the unit price is adjusted the "shipment value override toggle" will be set and the shipment value field will show the total value of the adjusted unit prices.
Update sales price	This action can be used to reset the unit price to the original value.

 

Show item weight and volume

 

In addition to displaying and adjusting the unit price, it is now also possible to show and adjust the weight and/or volume of a shipment definition line. The initial shipment definition line net weight and/or volume value will set from the net weight or volume value of the released product.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Field	Description
Net weight	The value of the shipment definition line can be adjusted. For BOM explosion items, the initial value will be the net weight value of the released product. Any entered value will be deducted from the net weight value of the originating shipment definition line.
Update item weight	This action can be used to reset the net weight to the net weight value on the released product.
Update item volume	This action can be used to reset the volume to the volume value on the released product.

 

Weight information can also be displayed on individual containers based on the quantity of items and the assigned weights to a container and the weight of the container itself.

The total weight of the shipment definition can be displayed in the general section and summarizes the total weight of all containers and their items in the container structure. If there is no container structure, this field will remain 0.

 

Adding a manual item

It is possible to add non-sales orders and/or non-stocked items to a shipment definition by using the Add action.

 

 

 

 

 

 

 

 

 

 

 

 

Field	Description
Item	Identifier for the item.
Item name	Description of the item.
Unit price	Unit sales price of the item, the total sales price for the item (sales price x the quantity) will be added to the total value of the shipment definition.
Total quantity	Total quantity of the item.
Commodity	Ability to assign a commodity code to the item
Country/Region	Ability to set the country of origin for the item
Customer reference	Customer reference identifier for the item

 

Added items will be marked as manual.

 

 

 

 

 

 

 

 

Creating a container structure

 

It is possible to set up the container structure on the header of the shipment definition and assign the shipment definition line(s) to the defined container(s).

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Field	Description
View structure/edit structure	Ability to edit and/or save the container structure
New	Ability to add a new container and select the container type
Description	Editable description of the selected container type
Outdent	Ability to move the selected container to a higher level in the container structure
Indent	Ability to set the selected container as child of the above container
Move up	Ability to move the selected container up in the container structure
Move down	Ability to move the selected container down in the container structure
Expand to	Ability to expand the container structure to a desired level
Collapse all	Ability to collapse the container structure to the highest level
Select lines	Ability to select from the shipment definition lines the quantity per container
Delete	Ability to delete a shipment definition line from a container

 

Any assigned container(s) to a shipment definition line will be visible on the shipment definition line details. These container(s) are clickable and will go directly to the container in the shipment definition.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Use container weight and volume limitations

 

Axtension Shipping Control can use the maximum weight and volume of container types in Dynamics 365 as a limitation in setting up a container structure.

Additional information is added to the container structure related to individual containers, but also the container tree weight and volume.

 

 

 

 

 

 

 

 

Value	Description
Max. weight	The maximum net weight set on the container type.
Weight	The weight of a container including the tare weight of the container, added items and the weight of any child container(s).
Remaining weight	The remaining weight of the container (Max. weight - Weight)
Container volume	The container volume set on the container type
Max. volume	The maximum volume set on the container
Volume	The used volume of a container including any item volumes and the container volume of a child container
Remaining volume	The remaining volume of a container (Max. volume - Volume)

�

Exceeding the maximum weight and/or volume of a container will be shown as a warning in the container structure form:

 

 

 

 

 

 

 

 

 

The validation on the maximum weight and volume of container types will also prevent submitting the shipment definition for approval:

 

 

 

 

 

 

 

To ignore the weight and volume value validation, it is possible to remove a blocking container from a shipment definition when processing the shipment definition:

 

 

 

 

 

 

 

 

Enter container specific properties

 

The container structure of a shipment definition now can enter values based on predefined container properties. A maximum of 20 container properties can be defined (no properties are set by default) per legal entity in the Container properties tab of the Shipping Control parameters.

 

Per container property it is possible to:

-          Mark the property as mandatory. Per container in the container structure will be checked if the property has a value.

-          Mark the property as active.

-          Delete the property only if it is not marked as active and if the property has no value in one of the container structures.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

It is also possible to set per container property a value per language used in a legal entity by selecting a container property and selecting Translation.

 

 

 

 

 

 

 

 

 

 

 

Activated container properties will become visible in the container structure of any shipment definition.

Values can be entered as free text.

 

If a container property is marked as mandatory, a warning is shown if the value is kept empty.

Submitting for approval is not possible if a container property remains empty.

 

 

 

 

 

 

 

 

Shipment definition approval

Axtension Shipping Control comes with the workflow "Shipment definition approval".

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

It is mandatory to at least set up an (auto)approval action in the workflow, to be able to release the shipment definition. The workflow contains conditional decisions which can check i.e. on certain compliance types, shipment value, receiving country/region, etc.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Based on the required setup, review tasks can be assigned to users and groups but also to the "Shipment definition responsible".

This can either be the project manager or project controller set on the project of the shipment definition. After approval the shipment definition becomes locked for editing.

 

 

 

 

 

 

 

 

 

Releasing a shipment definition

 

After approving the shipment definition through the approval workflow, the options to Revise or Release the shipment definition become available.

 

 

 

 

 

 

 

 

 

 

 

 

When selecting Revise the approval gets removed and the status of the shipment definition becomes Changed. The shipment definition also becomes available for editing.

When selecting Release a pop up appears with the ability to directly post the packing slip when releasing the shipment definition.

 

 

 

 

 

 

 

 

 

 

When enabling a standard Microsoft Dynamics 365 packing slip, a form will be shown containing the items and quantity on the shipment definition.

If for any reason a Microsoft Dynamics 365 is unable to post the packing slip, a warning will be shown for the user to decide if the shipment definition can be released or not.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Note: The packing slip process is not part of Axtension Shipping Control. �Any issues with packing the posting slip must be dealt with in Dynamics 365.

 

New supervisor role

 

The role Axtension Shipping Control Shipment definition supervisor can take over a shipment with the status Released via the action Supervisor overtake.

 

 

 

 

 

 

 

 

 

 

This action allows users with the supervisor role to take control and adjust a shipment definition without going through the approval process.

A shipment definition which is controlled by a supervisor cannot be processed to the status Shipped.

After adjusting the shipment definition, the Supervisor release action can be used to release the shipment definition for processing.

 

 

 

 

 

 

 

 

 

 

 

 

 

Taking over control of a shipment definition by a supervisor will be logged in the shipment definition log.

 

 

 

 

All shipment definition list page

 

The All shipment definition list page contains an overview of all shipment definitions, regardless of the status. Customers can create their own views based on their requirements.

 

 

 

 

 

 

 

 

 

 

 

 

Indicators

 

Indicators for shipment definitions are introduced in the shipment definition list page to visualize the remaining days until the pick-up date.

 

 

 

 

 

 

 

 

 

 

 

The remaining days are shown and indicated with a color based on the pick-up date:

 

Color	Description
Green	The pick-up date is more than 3 days from today
Orange	The pick-up date is within the next 3 days
Red	The pick-up date is overdue
Grey	The shipment definition has the status shipped

 

Send to carrier

 

It is possible to directly send released shipment definitions to the carrier configured for the mode of delivery selected on the shipment definition.

When the Send to carrier action is selected, Axtension Shipping Connect will generate a shipment booking based on the information of the shipment definition.

 

On this shipment booking it is possible to adjust:

-       The sending address

-       Pick up date and time

-       Requested delivery date and time

 

Create shipment definition for sales orders

 

Create shipment definition directly from a customer

 

When selecting a customer from the "All customers" list page, it is possible to create a shipment definition directly for a customer.

 

 

 

 

 

 

 

 

 

 

 

 

Create shipment definition from all shipment definition list page

 

From the "All shipment" definition list page it is now possible to create a shipment definition for a customer.

 

 

 

 

 

 

 

 

 

 

 

 

 

Add sales order lines

 

With the Select lines action it is possible to assign items with quantity from sales order lines* with a remaining quantity.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Note: Make sure to assign a shipment definition enabled mode of delivery on a sales order(s) to create a shipment definition for the sales order(s)

 

Create shipment definitions from Warehouse Management shipments

 

A shipment definition can be created from Warehouse Management shipments with the status Loaded and Shipped. For Warehouse Management shipments with the status loaded or shipped a new action is available to create a shipment definition based on the items and container structure set in the Warehouse Management shipment.

 

 

 

 

 

 

 

 

 

 

Handling shipment definitions based on Warehouse Management shipments is identical to how shipment definitions can be created from a sales order or projects.

To distinguish shipment definitions from their origin, a new data update task is introduced.

 

Note: Any adjustments in the container structure of a shipment definition are not synced back to the Warehouse Management shipment.

 

The data update cockpit can be opened and executed via Inventory Management > Periodic tasks > Shipping Control > Data update cockpit.

 

 

 

 

 

 

 

 

The workflow conditional decision Shipment definition.Origin type can be used to check the origin of the shipment definition:

 

 

 

 

 

 

 

 

 

 

 

 

Note: To create a shipment definition for a Warehouse Management shipment mandates the use of a mode of delivery enabled for shipment definitions on the original sales order(s). Using a mode of delivery disables the automatic creation of shipment bookings with Axtension Shipping Connect when closing containers via pack stations.

Creation of shipment bookings for a Warehouse Management shipment can be done via the shipment booking.

 

Create shipment definitions from transfer orders

 

A shipment definition can be created on the Transfer Order.

Note: The Transfer Order will need to have a mode of delivery assigned which is enabled for shipment definitions.

 

Shipment definitions created from Transfer Orders will show:

-          Reference type: Transfer order

-          Warehouse information: from and to warehouse. From these warehouses the addresses are used on the shipment definition.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The Select lines action will show any other Transfer Order lines with remaining quantity from other Transfer Orders but with the same from and to warehouses.

 

 

 

 

 

 

 

 

 

 

 

 

Split shipment definition

 

Splitting a shipment definition can be done by using the Split shipment definition action from Shipment definition ribbon.

 

 

To split a shipment definition into a new or existing shipment definition a form is displayed wherein the split can be applied according to the following criteria:

-          A new shipment definition will be created automatically, or an existing shipment definition can be used by selecting the toggle

-          Add to existing shipment definition. When selecting an existing shipment definition only shipment ID's for the same customer can be selected.

-          The column Available for split shows the quantity which is not assigned to a container.

-          The amount that needs to be added to a new or existing shipment definition can be defined in the column Quantity to split .

 

 

If the BOM of a shipment definition line is exploded in the shipment definition, the BOM lines will be split by using the relative amounts of the splitted shipment definition line.

 

Connect shipment definition with a project activity

 

Project related Shipment definitions can now be related to published project activities.

This integration allows to select a specific project task per shipment definition and use either the start or end date of the selected task as requested delivery date.

Activities and/or the requested delivery date can be assigned, changed or deleted on shipment definitions with the status draft, review, changed and supervise.

 

 

 

 

 

 

 

 

 

 

Changing the schedule of a project task which has a related shipment definition, will automatically update the requested delivery date of the specific shipment definition.

 

It is not possible to delete or indent a project task which has a related shipment definition, such action will be blocked, and an error message will be shown.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Shipment definition reports

 

Axtension Shipping Control now comes with an out of the box data model and format for Electronic Reporting in D365. Having set up Electronic Reporting with the Axtension Shipping Control repository, allows to generate reports from a selected shipment definition.

 

 

 

 

 

 

 

 

 

Configure Electronic Reporting for Axtension Shipping Control

 

Follow the next steps to enable Axtension Shipping Control in Electronic Reporting.

1.        Load the repository open Organization administration > Electronic Reporting > Configuration provider table.

2.       Open the Electronic Reporting workspace in Organization administration and select the Axtension repositories action.

3.       Open the Shipping Control resources repository.

 

 

 

 

 

 

 

Note: The out of the box format can be used as an example report. No further support is given on this format, other formats or the setup of Electronic Reporting. go to Microsoft Learn for more information about Electronic Reporting.

 

4.       Select Import all, to set up Electronic Reporting with the data model and out of the box format.

 

 

 

 

 

 

 

 

 

 

 

Integration with Advanced Export Control

 

Organizations using the Advanced Export Control feature in Dynamics 365 can validate changes in shipment definitions against the setup in Advanced Export Control.

The integration of Axtension Shipping Control with Advanced Export Control can validate changes in a shipment definition against the jurisdiction(s) set in Advanced Export Control in the following scenarios:

 

Manual validation

 

By using the action Check export control users can check the shipment definition against a specific purpose in Advanced Export Control.

 

 

 

 

 

 

 

 

 

 

 

Submit for approval

 

Depending on the jurisdiction in Advanced Export Control, a shipment definition can be blocked or show a warning when submitting it for approval. When submitting a shipment definition for approval the shipment definition is checked in Advanced Export Control.

 

 

 

 

 

 

 

Setting the status to released or shipped

 

Similar as when submitting a shipment definition for approval, a shipment definition can be blocked or show a warning when changing the status to released or shipped. When changing the status to released or shipped the purpose packed is used from the Advanced Export Control.

 

Sell-to country.

 

The field Sell-to country is used to check the sell-to restrictions in the jurisdiction(s) set in Advanced Export Control. The initial value of this field is based on the Invoice account value from the sales order.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Export control information of a specific shipment definition can be found via the Export control check history action.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

More information about Advanced Export Control and how to set this up can be found on Microsoft Learn.

 

Transport cost handling

 

Transport costs on shipment definitions

 

Expected transport costs can be entered on shipment definitions by using the field "Expected transport costs".

In addition to expected transport costs, it is possible to define the "currency" and if "charges" are included in the expected transport costs.

Transport costs are stored per carrier vendor which is configured on the selected "mode of delivery" on the shipment definition.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The transport costs can be displayed via the action "Transport costs".

 

 

 

 

 

 

 

 

 

 

 

 

 

More information about matching the transport costs with carrier invoices can be found in the section Transport invoice matching in this manual.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Configuring an existing (carrier) vendor on a mode of delivery can be done in the Shipping Control parameters.

 

 

 

 

 

 

 

 

 

 

Transport costs from shipment bookings

 

For organizations using Axtension Shipping Control with Axtension Shipping Connect, transport costs of shipment bookings can be retrieved when creating the shipment booking at nShift Transsmart and/or nShift Delivery. The transport costs of shipment bookings are stored on the configured vendor for the selected mode of delivery.

 

Transport invoice matching

 

Organizations using both Axtension Shipping Control and Axtension Invoice Processing will have the ability to match carrier invoices against the expected transport costs of that carrier.

When both solutions are installed and enabled, the following configuration form and functionality becomes available:

 

Configure Axtension Invoice Processing integration

 

Axtension Shipping Control supports multiple shipment bookings. Per shipment booking, it is possible to define which procurement category is used to create the matching details on the vendor invoice.

The following shipment booking options are only available when Axtension Shipping Connect is installed and enabled.

-       Procurement category generic shipment

-       Procurement category sales order

-       Procurement category purchase order

-       Procurement category return order

-       Procurement category transfer order

 

 

 

 

 

 

 

 

 

Configuring carrier vendors

In the Shipping Control parameters, it is possible to configure how invoice matching should be handled per carrier vendor.

 

 

 

 

 

 

 

 

 

 

 

Color	Description
Vendor account	ID of the registered vendor in Dynamics 365
Name	Name of the vendor
Group	Configured group of the vendor
Currency	Default currency set on the vendor
Maximum tolerance percentage	Maximum tolerance percentage on which the vendor invoice can differ with the total released amount transport costs
Maximum tolerance amount	Maximum tolerance amount on which the vendor invoice can differ with the total released amount transport costs
Procurement category posting variance	Select which procurement category is used to post any variance amount on the vendor invoice.

 

Configure Axtension Invoice Processing

 

Axtension Invoice Processing has been extended to be able to process invoices from carriers. To process carrier invoices the following improvements have been added:

 

Adjusted import processing method:

The import processing method is set to "Transport Invoice" on the invoice type. Axtension Invoice Processing will use the imported invoice to match the invoice totals with the released transport cost amount of the vendor.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

New invoice type rule

 

Two new invoice type rules have been added to recognize an invoice as a carrier invoice.

 

 

 

 

 

 

 

 

 

Color	Description
AXTsctrip_isCarrierVendor	If the vendor of the invoice is configured as vendor on a mode of delivery, the invoice will be handled as carrier invoice. This should be the preferred condition to recognize a carrier invoice.
AXTsctrip_isCarrierInvoice	If the invoice contains a value for shipment transport costs, the invoice will be marked as a carrier invoice.

 

New import field for Shipment amount

 

Axtension Invoice Processing can import and process shipment amounts (excl tax) from a carrier invoice.

 

 

 

 

 

 

 

 

 

 

Normally these amounts reflect the total shipment transport costs for the customer of the used service levels. The value of the shipment amount should be handled without any charges.

If charges are included in the expected transport costs, the net amount on the invoice is used to match the invoice against the expected transport costs.

 

Note: Further information and configuration guidance for handling invoices can be found in the Axtension Invoice Processing documentation.