Paperless Invoice
- Megan Stanage (Unlicensed)
- Megan Stanage
Analytics
Supply Chain Cloud includes the ability to enable paperless invoicing for UPS and FedEx.
Sustainability: Reduce Carbon Footprint
Eliminate paper invoices to reduce the ecological impact of paper.
See Sustainability with Supply Chain Cloud for more information.
UPS Setup
Enroll in UPS Paperless Invoice
UPS must enable your account for paperless invoicing.
Visit the UPS site to enroll.
FedEx Setup
Default Support for Paperless Invoice
By default, your FedEx account should support paperless invoice functionality.
Visit FedEx® Electronic Trade Documents to enable electronic uploads.
Dynamics 365 Finance and Supply Chain Management Setup
Terms of Delivery
Accounts payable > Setup > Terms of delivery
To use paperless invoicing, it is important to have an Intrastat code set on your delivery terms configuration.
Set this code in the Intrastat code field on the Terms of delivery form. See Delivery Terms Setup for more information on setting up delivery terms.
Intrastat Codes
| VALUE | DESCRIPTION |
|---|---|
| CFR | Cost and Freight |
| CIF | Cost Insurance and Freight |
| CIP | Carriage and Insurance Paid |
| CPT | Carriage Paid To |
| DAF | Delivered at Frontier |
| DDP | Delivery Duty Paid |
| DDU | Delivery Duty Unpaid |
| DEQ | Delivered Ex Quay |
| DES | Delivered Ex Ship |
| EXW | Ex Works |
| FAS | Free Alongside Ship |
| FCA | Free Carrier |
| FOB | Free On Board |
Then, when you create a sales order, you can select your configured terms in the Delivery terms field on the Sales order details form.
This code is mapped to UPS or FedEx.
Shipping Carriers
Transportation management > Setup > Carriers > Shipping carriers
Select the Include Invoice checkbox on the carrier service line to request a paperless invoice.
FedEx
FedEx submits the document to customs, and the shipping label is marked “ETD” in the bottom-right corner.
Note
If the shipping label is marked "EWO" (Electronic with Original), you need to include the original copy of the invoice with the shipment.
UPS
UPS submits the document to customs, and the shipping label is marked “EDI” in the bottom-right corner.
Note
If the shipping label is marked "INV," you need to include the original copy of the invoice with the shipment.
Optional Invoice Data
If the Include Invoice checkbox is selected, there are several parameters that you can override in the ATOTmsProcessXML_Base_Extension:
- Invoice Number (shipment ID from 365)
- Invoice Date (filled with current date)
- Purchase Order Number
- Intrastat Code
- Comments
- Declaration
- Reason for Export
- Defaults to Sale
- Other options: Gift, Sample, Return, Repair, IntercompanyData, Any other reason
- Exporter Reference Number
- Importer EORI Number
UPS Paperless Invoice FAQs and Country List
From the 2018 UPS Shipping Package XML Developer Guide.
FedEx Electronic Trade Documents Country List
Updated September 2016.