3PL Automation Cloud
Configuration & User Guide
Prepared by:
Avantiico 3PL Automation Cloud Subject Matter Expert Team
Version:
2.5
Date:
June 30th, 2024
@ Avantiico, All Rights Reserved. CONFIDENTIALITY NOTICE: The contents of this document by Avantiico Inc., and/or its affiliates, are legally privileged and confidential information and intended only for the use of the intended reader.
Table of Contents
Introduction
Purpose
The purpose of this document is to provide comprehensive and clear guidance on the installation, configuration, usage, and maintenance of Avantiico 3PL Billing Automation add-on solution. This documentation serves as a valuable resource for users, administrators, and technical support teams, helping them understand the product’s functionality, features, and best practices.
Audience
This document is tailored for a diverse audience ranging from technical administrators and developers to end-users, all of whom are involved in the implementation, management, and utilization of the 3PL Billing Automation solution, an extension designed to enhance and optimize Dynamics 365.
Key Audience:
- Dynamics 365 Consultants: Understand the solution and how to configure.
- End-Users: How to navigate and utilize the new features seamlessly. Provide post implementation operation guide.
- Business Decision Makers: High-level overview of the value proposition that 3PL Billing Solution brings to the organization.
- Implementation Partners: Understanding the 3PL Billing Solution both functional and technical, including installation and configuration.
It is expected the reader understands and has knowledge of the Microsoft Dynamics 365 Finance and Operations / Supply Chain Management / Customer Engagement business application.
For the online Dynamics 365 F&O e-learning it is recommended to use the Microsoft provided e-learning: https://learn.microsoft.com/en-us/dynamics365/get-started/training/
Version Control
Document version control:
Applicable Microsoft D365 version control
Glossary
Compatibility with Microsoft Dynamics 365 F&O
The Avantiico 3PL Billing Automation solution is built as an add-on to Dynamics 365 F&O basic modules: Account Receivable, and Product Information Management. The solution follows the Microsoft version release closely. The use of other modules is related to the business needs and decision for ERP process handling within Dynamics 365 F&O.
The 3PL Billing Automation solution is completely embedded with Dynamics 365 F&O and is able to integrate with other ERP systems.
With this minimum foundation of the product the overhead cost is minimal and based on Microsoft licensing. The recorded data is extensive as transactions are recorded based on many triggers.
High Level Overview of 3PL Billing Automation Solution
Avantiico 3PL Billing Automation solution solves a key gap in the 3PL industry with the ability to navigate high volume of billing activity transactions, including value added services, every billing period, automating the creation of customer invoices in a cost effective, timely, and accurate manner.
The Avantiico 3PL Billing Automation solution is warehouse system independent and allows for deployment with Dynamics 365 F&O&SCM Advanced WMS and/or many different external WMS systems, and different sources for other applications such as for Procurement, Expense / Travel, Fulfillment etc. via included APIs.
The Avantiico 3PL Billing Automation module’s effectiveness is based on several key principles:
Solution Value Chain
The key value added to the company’s core process is managing the operational process in a solid and efficient way. Automated to a high extent and uniquely supporting the business process by:
- Processing all possible billable activities
- Providing flexible contract setup
- Maintaining extensive automation of the process.
A distinctive value proposition of the 3PL Billing Automation ISV solution is its WMS independent nature. It streamlines and simplifies the integration process, allowing it to connect easily to external WMS systems and Dynamics 365 F&O WMS functionality.
The solution provides the flexibility for external non-WMS systems to push billable activities directly into the solution billing engine, enhancing flexibility and ensuring invoice accuracy. This feature allows for rapid integration with new and acquired warehouses, enabling 3PL company expansion.