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Setup ​

NOTE Support for TMS is only applicable for the Direct posting process

Example of Freight Bill Setup in D365FO​

Transportation management parameters
Transportation management | Setup | Transportation management parameters Graphical user interface, text, application, email Description automatically generated

If using batch job from ExFlow AP | Periodic tasks | TMS freight invoice
Performs approval process of fully matched and reconciled ExFlow TMS freight invoices.
Approve batch will create invoice journal and post invoice journal if parameter for "Post journal field" is set to Yes.

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Freight bill matching criteria:
Transportation management | Setup | Freight reconciliation | Freight bill type
Graphical user interface, text, application, email Description automatically generated

Audit master to setup tolerances:
Transportation management | Setup | Freight reconciliation |Audit master
Graphical user interface, text, application, email Description automatically generated

Reconciliation resons:
Transportation management | Setup | Freight reconciliation | Reconciliation resons
Graphical user interface, text, application, email Description automatically generated

Freight bill type assignments:
Transportation management | Setup | Freight reconciliation | Freight bill type assignments
Graphical user interface, text, application, email Description automatically generated

Setup in ExFlow AP​

ExFLow AP | Setup | Parameters | Posting logic | Direct posting | ExFlow TMS freight invoice related functionality is available only if ExFlow AP for the Direct posting process.

Graphical user interface, text, application, email Description automatically generated

For executing Freight bill in ExFlow: process a cost invoice with Load ID to get all freight bill lines.
There is a button added to fetch freight bill lines from Load ID in Import form.

  • Go to action menu in Import form -> Actions->Retrieve from freight bill.

Batch jobs​

ExFlow AP | Periodic tasks | TMS Freight invoice

  • Create: This batch creates the Freight bill invoices based on the approved invoice. Use filter or do batch processing.

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  • Match: This batch do the match between Load id and ExFlow invoice with Freight bill created by ExFlow invoice. Matching will fail if the Load and ExFlow invoice doesn’t match according to setup in tolerances and matching criteria, and then user needs to perform the reconciliation manually in Freight bill invoice.

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  • Approve: This batch does the approval of the Freight bill.

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  • Post: This batch creates, match, approve and post at the same time but if any of the above-mentioned step fails then user must do the reconciliation and approval manually.

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