CargoWise One Invoice Export task

The CargoWise One Invoice Export task generates invoices for all valid shipments since the last time the task was run.

Process

Firstly, the task separates all pending records according to invoice debtor, then proceeds to divide records by the maximum record size specified based on the export format (PDF or CSV). Once ordered in this manner, an Invoice Detail report is generated, embedded into the invoice export, and the file is exported to the CargoWise One system.

Within the CargoWise One system, successfully transferred invoices are accessed via the Receivables Transactions module and appear as a new AR Invoice. Here you can view all invoice detail, including debtor and overall cost.

The task requires the following to be configured in the Administration App:

  • An Invoice Identifier number range via the Data tab's Reference Data page.
  • The following settings via the Data tab's All Settings page:
    • Invoice Export Format. Determines the format used for invoice export files. Supported options are PDF or CSV. Note that PDF formats should not be used when the number of packages to invoice exceed 100,000. This recommendation is due to high resource consumption when generating PDF files and potential negative impact on system performance.
    • Invoice Export Zip. Determines if the invoice detail report is passed as a zip file to compress file size.
    • Invoice Export Max Records CSV. Controls the maximum number of records included in CSV invoices. Defaults to 325,000.
    • Invoice Export Max Records PDF. Controls the maximum number of records included in PDF invoices. Defaults to 50,000.
    • Invoice Export Max Parallelism. Determines if multiple invoices are processed at the same time. It defaults to 2, however, caution should be exercised when modifying this setting as if configured incorrectly the task will consume system resources and negatively impact performance. Note that this setting can only be configured by a Pierbridge admin.
Key points:
  • Operates in conjunction with the CargoWise One eHub Message Processor task.
  • Invoice Debtors must first be configured in both Transtream and CargoWise One before invoices can be generated. In Transtream, debtors are set up via the Reference Data page in the Administration App's Data tab. For detail, see Administration App - Data.

See Use Task Scheduler for general details on scheduling tasks in Transtream.

  • Tasks lists other tasks that can be scheduled.
  • Task Scheduler describes its role in Transtream.
Article last edited 12 November 2020