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5.1. Configurations for the 3PL invoicing
Before starting the 3PL invoicing flow, go through the following steps:
1.1. Create business partners
Because a 3PL partner can be a customer and a vendor at the same time, in order to handle 3PL partners, create multiple business partner master records for one 3PL partner.
- Customer: Create a customer master record for sales deliveries.
- Vendor: Create a vendor master record for goods receipt PO’s.
- Invoicing customer: Create a customer master record for 3PL invoices.
For the 3PL invoicing process, link the customer(s) to the vendor and the vendor(s) to the invoicing customer.
The vendor has to be entered into the Linked Business Partner field under the Produmex tab in the ‘Business Partners Master Data’ window of the customer.
Similarly, the invoicing customer has to be entered into the Linked Business Partner field of the vendor.
The linking mechanism allows to link multiple customers to the same vendor and multiple vendors to the same invoicing customer.
1.2. Set an owner to the item
To define the ownership of an item, use the ‘Preferred vendor’ field under the ‘Purchasing Data’ tab in the ‘Item Master Data’ window. Because in this field only vendor type business partners can be selected, add the Vendor partner.
It is not possible to set more than one owner to an item. That is why you must add a new item for each owner even though it is the same item.
1.3. Set the 3PL price(s) to the item
Open the Item Master Data window. Under the Produmex tab, go to the 3PL tab. At this tab the item’s 3PL prices can be defined.
The 3PL inbound price will be used when the price calculation is based on the inbound item quantity.
The 3PL outbound price will be used when the price calculation is based on the outbound item quantity.
For further information about the 3PL prices see: 3.1.3. Produmex 3PL Tab
1.4. Set the 3PL extension parameters
Set the 3PL extension parameters at the 3PL controller.
For further information about the settings in the 3PL invoicing controller click
here.
1.5. Create 3PL item(s)
Create 3PL invoicing item(s) for the 3PL service. The 3PL invoicing items cannot be inventory items. The 3PL invoice will be created based on these item(s) and will only contain 3PL invoicing items.
1.6. Define a 3PL item to the 3PL price calculation
Open the ‘Organizational Structure’ window from the Produmex module. At the company level, go to the ‘3PL Invoicing‘ tab. Select a 3PL price calculation type, and choose a 3PL item to assign to it from the list. Only non-inventory items will be displayed in the 3PL item list. After assigning a 3PL item, check the ‘Is active?’ box.
For further information about 3PL price calculation types see:
5.1.11. 3PL invoicing
Additional settings for the Storage bin location usage per location type price calculation:
1.7. Create location types
Add location types at the Produmex Location Types window.
For further information about the location types see:
3.2.3.28. Location types (PMX_LOTY)
1.8. Set the location type
Set the location type for the bins where items are stored during the 3PL process. Location types are used when the price calculation is based on the storage bin location usage.