Here's some additional information regarding the EDI 210 Automation process
- If a carrier sends the TMS a 210 EDI file the TMS will attempt to match it to the shipment (normally this is based on the shipment ID and the PRO number that the carrier sends in the file)
- At that point, the system will attempt to confirm that the pricing the carrier sent in the file matches the pricing reflected on the shipment. If it matches exactly or is within the AP Underpay/Overpay Tolerance that is set up on the LSP Organization's settings, then it will approve the bill.
- If it does not match or is outside of the AP Underpay/Overpay Tolerance, then it will be sent to the Variance list to allow it to be confirmed/corrected manually.
Currently, we use the following default settings:
This process does not take over the accounting, it's main purpose is to assist with auto-approving bills that the carrier is billing exactly/or at least close to (again depending on the AP Underpay/Overpay Tolerance setting) what they quoted initially, to allow for Accounting teams to focus on the more difficult/time-intensive shipments.
You do not lose any visibility on these shipments as auto-approved bills are treated in the same manner as bills approved by an LSP staff, and unapproved bills sent to Variance would behave just like ones that are sent to the Variance List by staff members. These would also still reflect on the Accounting Dashboards.