Cost Auto Vendor Invoicing in TMS Module
Version: v.1.0.30
Prepared by: Issac
Date: Monday, August 11, 2025

Table of Contents

1. Introduction

2. System Requirements

3. Logging In

4. Main Features and Functions
    4.1 Configuring Cost Auto Vendor Invoicing
    4.2 Executing Auto Vendor Invoicing

5. Troubleshooting Common Issues

6. FAQs

7. Support

1. Introduction

The Cost Auto Vendor Invoicing feature in the TMS module streamlines the process of invoicing provision costs for transport orders. When the rates of a transport order are invoiced, the provision cost linked to the job is automatically vendor-invoiced. This eliminates the need for manual vendor invoicing of provision charges, ensuring efficiency and accuracy.

2. System Requirements

• Browser: Chrome 90+ or Firefox 85+

• User Role: Access to TMS module with Transport Invoice Entry permissions

3. Logging In

1. Navigate to the Zealit ERP login page.

2. Enter your username and password.

3. Select the Transport invoice entry from the dashboard.

4. Main Features and Functions

4.1 Configuring Cost Auto Vendor Invoicing

To enable auto vendor invoicing for provision costs, perform the following one-time setups:

**Note : The same needs to be replicated for each location where the transport team is operating.**

1. Identify all provision charges related to the transport module.

2. Create separate vendors for each provision charge.
   

3. In the Notes tab , there will be a note named " TO PROVISION CHARGE".
   
   

4. The charge code to be added in the notes field.
   

5. Create Payable Control setups for each provision charge, per agency.
   
   

6. Ensure the control GL added matches the provision GL linked to the charge codes.

7. Set up vendor financial conditions for each provision vendor with the appropriate reconciliation account.
   
   

4.2 Executing Auto Vendor Invoicing

1. In the Transport Invoice Entry screen, click Submit.
   
   

2. The system verifies the above configurations and invoices the costs charge-wise.

3. Once all costs are invoiced, the job rates are then invoiced based on the selection.
   https://support.aggrandizeventure.com/portal/en/kb/articles/transport-invoice-entry

5. Troubleshooting Common Issues

6. FAQs

Q: Can I have multiple provision charges linked to the same vendor?
A: No, each provision charge must have its own vendor.

Q: Does this process work for all transport orders?
A: Yes, provided all configurations are in place.

Q: Can I manually override the auto vendor invoicing?
A: No, It cannot be overridden and will need configuration change from IT.

7. Support

For assistance, contact the IT Help Desk at helpdesk@aggrandizeventure.zohodesk.in