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3PL-Billing_Functionality-Oracle_WMS_Cloud

The document outlines the 3PL billing functionality in Oracle WMS Cloud, detailing steps for recording activities, creating billing groups, and generating invoices. It explains how to categorize locations for billing purposes and schedule jobs to capture storage utilization. Additionally, it covers the invoicing process, including the creation of invoice details linked to inventory history records.

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82 views17 pages

3PL-Billing_Functionality-Oracle_WMS_Cloud

The document outlines the 3PL billing functionality in Oracle WMS Cloud, detailing steps for recording activities, creating billing groups, and generating invoices. It explains how to categorize locations for billing purposes and schedule jobs to capture storage utilization. Additionally, it covers the invoicing process, including the creation of invoice details linked to inventory history records.

Uploaded by

rehmanimt
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
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Download as PDF, TXT or read online on Scribd
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Oracle WMS Cloud

3PL Billing Functionality

March 2024

Copyright © 2024, Oracle and/or its affiliates. All rights reserved.


Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. 2


3PL Billing
How can you do 3PL billing in Oracle WMS Cloud?
• Oracle WMS Cloud provides simple steps to do 3PL billing for the services
provided by 3PL Operators in a Warehouse.
– WMS records all activities in the warehouse with Inventory History activity codes for
every Facility/Company combination
– Create Billing Groups based on the activities performed in the warehouse
– Classify the Billing Groups based on the location type, order type, ASN, or PO type etc.
and associate different billing rates appropriately
– Create jobs to capture the 3PL Storage billing by Location Type (optional)
– Create Jobs to capture the 3PL Storage billing by Cube (Optional)
– Create/Generate Invoice transactions for a given date range
– Export the invoice details to an external Billing system to generate the actual
commercial Invoice

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. 3


3PL Billing
Recording Inventory History Activity

• Oracle WMS Cloud writes about 79 different History activity codes which
capture various activities in the warehouse.
• A number of the activities record the various attributes of the activity like
Order type, ASN type, PO type, and Billing location type which can help in
pricing the activities accordingly or even grouping the activities for
different ways of Billing for the services performed.

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. 4


3PL Billing
Creating Billing Groups

• You can configure various Billing items based on the various activities
performed in the warehouse, along with various other criteria like Activity
Group or Unit rate.
• All activities in the warehouse are recorded as Inventory History activity
which are identified with an Activity code.
• Billing Items can also be categorized using a Billing Category. This is just a
logical grouping of the Billing items. For example: Putaway, Receiving

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. 5


3PL Billing
Billing Group

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. 6


3PL Billing
Creating Billing Groups

• Inventory History has additional fields like Billing Location Type, Order
Type, Shipment Type, and PO Type.
• The Billing Group or Billing Item UI Screen is enhanced to have activity
group and activity group value fields. This feature provides the ability to
define different billing rates for each activity type based on additional
criteria like shipment type, billing location type, order type, create user, and
lock code.

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. 7


3PL Billing
Categorizing the Locations
• For Billing Purposes, the various locations can be
categorized using the ‘Billing Location Type’ field on
the Location
• ‘Billing Location Type’ can also be set using the
Location Interface
• Some examples of billing location types are:
– Pallet Locations
– Full LPN Locations
– Partial Pick Reserve
– Dedicated Reserve
– Dedicated Active

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. 8


3PL Billing
Creating Scheduled Jobs

• You can schedule Jobs that can record the Storage utilization in the
Warehouse by Billing Location Type which can generate the Inventory
History Activity Code-78 records by Billing Location Type recording the
number of locations in each Billing Location Type configured.
– Scheduled Job Type Name: Generate IHT by Billing Location Type

For more information about Scheduled Jobs – see the WMS Scheduled Job document.

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. 9


3PL Billing
Creating Scheduled Jobs

• You can schedule Jobs that can record the Storage utilization in the
Warehouse by Volume (cube) which can generate the Inventory History
Activity Code -79 records per location.
– Scheduled Job Type Name: Calculate Storage Billing by Cube for Locations
• Depending upon the periodicity of Billing or frequency of change, the
above scheduled Jobs can be configured appropriately.

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. 10


3PL Billing
Invoicing

• You can create an invoice for a date range.


• When the invoice is created, the system searches for all configured billing
items and finds inventory history (IHT) records that match those billing
items' history activity.
• For each activity code, we create one invoice-detail record which is also
(virtually) linked to all the associated IHT's via the invoice-dtl-history table.
The values are summed up into the invoice details billed-amt.
• All invoice details get added up to the invoice itself (total-billed-amount).

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. 11


3PL Billing
Invoicing

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. 12


3PL Billing
Invoicing Details

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. 13


3PL Billing
Invoicing Details History

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. 14


3PL Billing
Invoicing

• Search is available on the Invoice Detail screen.


• The Invoice Detail screen also has the ability to mark an Invoice detail
Billable or non-Billable after creating Invoices. These buttons are enabled
only for open Parent Invoices.

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. 15


Safe Harbor Statement
The following is intended to outline our general product direction. It is intended for
information purposes only, and may not be incorporated into any contract. It is not a
commitment to deliver any material, code, or functionality, and should not be relied upon
in making purchasing decisions. The development, release, and timing of any features or
functionality described for Oracle’s products remains at the sole discretion of Oracle.

Copyright © 2024, Oracle and/or its affiliates. All rights reserved. 16

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