Overview - Finance and Invoicing

Finance

Aptean TMS Calidus Edition uses the order information and contracts to generate order revenue (payments) against the order profile.

Aptean TMS Calidus Edition uses the trip and carrier information to generate trip costs.

Contracts are set up between you and your third party, e.g. the customer, the carrier.

In both cases, tariffs are selected from the contracts that wholly match the order profile or trip details, matching such items as:

• Du type
• Weight
• Distance

And includes the following features:

• Quantity breaks
• Levels
• Discounts
• Fixed surcharges
• Fuel surcharges
• Additional services

Aptean TMS Calidus Edition collects debrief information from executed trips from Aptean Proof of Delivery. The actual values are collected at this point, which then uses the rate cards for the carrier and the customer to update the trip cost and order revenue.

Trip costs can be cross-matched against order revenue to generate pain-gain reports.

Invoicing

Payments and trip costs will be automatically actualised when orders and trips are completed, against a schedule set up against the customer or carrier.

All actualised payments can be exported in a variety of formats or invoiced, based on invoice scheduling rules against the customer or carrier.