Finance and AccountingPurpose
1.2. Reduce manual effort and minimize errors in finance workflows for aluminum wholesalers.
1.3. Integrate shipping, inventory, billing, and communication systems for real-time financial documentation and compliance.
1.4. Automate record-keeping, facilitate faster payments, and maintain positive B2B relationships.
Trigger Conditions
2.2. Shipping carrier API sends event “Order Shipped.”
2.3. Manual entry/approval in ERP or warehouse management system.
2.4. IoT device or barcode scan confirms pallet/container leave the facility.
2.5. Electronic Data Interchange (EDI) transmission received from logistics provider.
Platform Variants
3.1. SAP ERP
• Function: Event-based workflow (Sales Order Delivery Complete)
• API/Config: SAP Business Workflow + SAP FI Billing API
3.2. Microsoft Dynamics 365
• Feature: Power Automate “Shipment Confirmed” trigger
• API/Config: use “When a record is updated” (SalesShipment) + “Create Invoice” action
3.3. Oracle NetSuite
• Feature: SuiteFlow automation after “Shipment Fulfilled”
• API/Config: “Record Fulfillment” > “Invoice Create” saved search trigger
3.4. QuickBooks Online
• Feature: Webhook on SalesOrder status
• API/Config: “Create Invoice” endpoint in QuickBooks API
3.5. Xero
• Feature: Automated Invoice Generation
• API/Config: xero.invoices.create() upon webhook event
3.6. Zoho Books
• Feature: Workflow Rule “Shipment” trigger
• API/Config: /invoices API POST with salesorder_id from trigger
3.7. FreshBooks
• Feature: Automated event-based billing
• API/Config: Use “Create Invoice” API on shipment webhook
3.8. Sage Intacct
• Feature: Smart Event Trigger
• API/Config: GLPOST event triggers ARINVOICE.create API
3.9. Shopify
• Feature: Order Fulfillment Webhook
• API/Config: /admin/api/fulfillments/create, then fire to billing module
3.10. Stripe
• Feature: Invoice API
• API/Config: “invoice.create” API with customer, order, and shipment details
3.11. Salesforce
• Feature: Flow Triggered on Shipment Stage
• API/Config: Process Builder/Flow + “Create Invoice” via connected app
3.12. Odoo
• Feature: Automated Actions on Delivery Order Validated
• API/Config: Odoo workflow “order_shipped” -> invoice_create()
3.13. Epicor
• Feature: BAQ/Function triggered by ShipmentLog
• API/Config: REST API POST to Invoice endpoint
3.14. Infor CloudSuite Industrial
• Feature: Event Management “Shipment Complete”
• API/Config: API/Set “GenerateInvoice” function on event
3.15. Magento (Adobe Commerce)
• Feature: Observer on shipment_save_after
• API/Config: REST API call to POST /V1/invoices
3.16. WooCommerce
• Feature: Hook “woocommerce_order_status_completed”
• API/Config: Call Invoice API (third-party or plugin)
3.17. SAP S/4HANA Cloud
• Feature: CDS View Event on Delivery
• API/Config: OData API “A_SalesOrderInvoice”
3.18. JD Edwards (Oracle)
• Feature: Workflow Trigger on Shipment Confirm
• API/Config: Orchestrator Studio “Create Invoice”
3.19. Epicor Kinetic
• Feature: Automation Studio “Ship Confirm to Invoice”
• API/Config: REST API “Invoices/Create” after SalesOrderShip
3.20. Coupa
• Feature: Shipment processed event in Coupa API
• API/Config: “POST /invoices” on shipment receipt
3.21. SAP Ariba
• Feature: Integration event on Goods Dispatch
• API/Config: cXML InvoiceRequest Post on DispatchTrigger
3.22. Smartsheet
• Feature: Automated Workflow “When shipment row status changes”
• API/Config: Integration with Invoice Generation API via outgoing webhook
Benefits
4.2. Accuracy: Reduces manual entry errors and financial discrepancies.
4.3. Compliance: Ensures records and documentation are audit-ready.
4.4. Customer Satisfaction: Ensures buyers promptly receive required paperwork.
4.5. Operational Efficiency: Frees finance and logistics teams from repetitive tasks.
4.6. Scalability: Enables high transaction volumes with consistent process quality.