3PL Charge Entry

3PL Charge Entry refers to the charges associated with third-party logistics services. These services can include transportation, warehousing, and other logistics activities provided by a third-party logistics company. 3PL charge entry displays the charges calculated as per the 3PL contract framed for the 3PL client.

Generating 3PL Charge Entry

A 3PL charge entry is generated in the following cases:

• Order is marked as "Ready To Ship": For the sales order, after the wave associated with the sales order is picked, staged and packed in XoroWMS and the users select the "Mark Ready To Ship" option, the 3PL charge is generated.

• ASN is closed: For purchase and return orders, the 3PL charge entry is generated once the ASN (PO ASN or RMA ASN) is closed in XoroERP.

Accessing 3PL Charge Entry

All the charges generated against the orders are listed in the 3PL Charge Entry Centre.

To access a 3PL Charge Entry, go to Menu > Admin > 3PL > 3PL Charge Entry Centre

Workflow for 3PL Charge Entry

1. Charge Identification:

   • Identify services provided by the 3PL and the corresponding charges as per the 3PL Contract.

2. Data Entry:

   • Enter charges manually, if need to accommodate any missing or additional charges to the 3PL account.

3. Verification:

   • Validate charges against contracts with the 3PL provider.

4. Invoice Generation:

   • Generate invoices for the 3PL to initiate the payment process.

Understanding 3PL Charge Entry

The 3PL Charge Entry interface organizes information into several sections to provide a clear breakdown of charges, starting from header-level details to specific service-level charges.

Header Level Information

The header section provides an overview of the 3PL charge entry. It includes details related to the document type, associated orders, and the 3PL account. These fields are essential for identifying and organizing entries.

After the header level details, listed are all the charges that are calculated as per the 3PL contract.

3PL Charge Entry Header Fields

Section	Field	Description
Main	Doc Type	This field indicates whether the charge entry relates to Shipping, Receiving, Return or Work Order processes.
Main	Order#	This field specifies the order number associated with the charge entry.
Main	3PL Account	This field displays the account linked to the 3PL provider for charge tracking.
Main	Order Ref#	This field shows the reference number associated with the order.
Main	Date	This field displays the date on which charge entry is generated.
Main	Brand	This field shows the brand associated with the order.
Custom Fields	Custom Fields	This section allows you to input the data in the custom field associated with the 3PL charge entry.

Following the header information, the details of all charges calculated based on the 3PL contract are listed, providing transparency and clarity regarding incurred costs.

Suggested Charges

The Suggested Charges section displays optional charges that meet specific criteria but were marked as "Show As Suggested" during the creation of the 3PL contract. These charges are not auto-applied but can be added manually if required.

Suggested Charge Fields

Field	Description
Charge Description	This is description of the suggested charged as described in the 3PL contract.
Apply	This is an action button allowing users to apply the suggested charge to the entry. Click on the "Check" button under this column to add the specific charge to the entry.

3PL Miscellaneous Charges

This section lists charges classified under Miscellaneous Charges in the 3PL contract. These charges may include ad hoc or non-standard services provided by the 3PL, which are not tied to specific items or services.

Miscellaneous Charge Fields

Field	Description
Charge Entry Type	This field specifies that whether the charge entry is miscellaneous charge or item service charge.
Charge Type	This field defines the type of charge entry as defined in the contract.
Code	This field specifies the code associated with the charge as defined in the contract.
Description	This field shows the description of the charge.
UOM	This field displays the unit of measurement used for calculating the charge.
Qty	This field shows the quantity of the items in the associated order.
Charge	This field shows the total calculated charge for the service.
G/L Category	This field shows the general ledger category associated with the charge.
Charge Against
Unit Amount	This field shows the charge amount per unit of the service.
Tax	This field displays the tax applied to the charge.
Auto Applied?	This field indicates whether the charge was applied automatically based on the contract or not.

3PL Item Service Charges

This section contains all the charges that are listed under the "Item Service Charges" category in the 3PL Contract that can be applied to the order for which the 3PL charge entry has been generated.

Item Service Charge Fields

Field	Description
Charge Entry Type	This field specifies that whether the charge entry is miscellaneous charge or item service charge.
Charge Type	This field defines the type of charge entry as defined in the contract.
Code	This field specifies the code associated with the charge as defined in the contract.
Description	This field shows the description of the charge.
UOM	This field displays the unit of measurement used for calculating the charge.
Qty	This field shows the quantity of the items in the associated order.
Charge	This field shows the total calculated charge for the service.
Auto Applied?	This field indicates whether the charge was applied automatically based on the contract or not.
Tax Code	This field displays the tax code applied to the charge.