Consolidated View
View all warehouse costs consolidated in account statements organized by period, facilitating review and management of multiple invoices.
Statements (4PL Billing)
Statements shows consolidated warehouse account statements that group all invoices and transactions generated by 3PL warehouses. This view allows you to see a consolidated summary of all costs you receive from 3PL warehouses in an account statement format.
This functionality is essential for maintaining a consolidated record of all warehouse costs and facilitating reconciliation and payment tracking.
What is Statements?
Section titled “What is Statements?”Statements is a list of consolidated account statements (statementwh) that group multiple warehouse invoices (invoices_wh) into a single document. Each account statement represents a consolidated billing period that includes all transactions and services billed by 3PL warehouses.
These account statements are generated to consolidate warehouse billing and facilitate the payment and reconciliation process between the 4PL and 3PL warehouses.
Why use Statements?
Section titled “Why use Statements?”Search and Filtering
Search by account statement number, filter by statement date range or payment date to quickly find specific account statements.
Payment Tracking
Monitor the payment status of each account statement and maintain a clear record of payment dates to facilitate reconciliation.
Access to Details
Quickly access complete details of all invoices included in a specific account statement with a single click.
PDF Report Generation
Generate PDF reports of each account statement for documentation, archiving, or sending to 3PL warehouses.
Consolidated Totals
View consolidated totals of all shown account statements, facilitating financial analysis and planning.
Accessing Statements
Section titled “Accessing Statements”You can access Statements from:
Main Menu → 3PL Billing → 4PL Billing → Statements
Or navigate directly to: /StatementsWHlist.php
Table Columns
Section titled “Table Columns”The table shows the following columns:
| Column | Description |
|---|---|
| Statement# WH | Unique warehouse account statement identifier. Click the number to view all invoices included in that account statement. |
| Statement Date | Date when the account statement was generated. This date represents when invoices were consolidated into the account statement. |
| Paid Date | Date when the account statement was marked as paid. If empty, the account statement has not yet been paid. |
| Total Amount $ | Consolidated total amount of the account statement, including all invoices and services included. Amounts are shown in currency format (two decimals). |
| Paid | Payment status of the account statement (Y/N). A checked checkbox indicates the account statement has been paid. |
| Report | PDF icon that allows generating a PDF report of the account statement. Click the icon to download or view the PDF. |
Main Features
Section titled “Main Features”Search and Filtering
Section titled “Search and Filtering”Advanced Search:
- Statement# WH: Search for a specific account statement by its identification number
- Statement Date: Filter by date range using the account statement generation date
- Select an initial date and a final date to see only account statements generated in that period
- Paid Date: Filter by date range using the payment date
- Useful for finding account statements paid in a specific period
Basic Search:
- Search by Bank_Confirm, Paid, or Report
- You can use exact phrase search, all words, or any word
- Click Search to execute the search or Reset to clear filters
- Use Show all to view all account statements without filters
Sorting:
- Click any column header to sort by that field
- Arrows indicate if sorting is ascending (↑) or descending (↓)
- You can sort by Statement# WH, Statement Date, Paid Date, Total Amount $, Paid, or Report
View Invoice Details
Section titled “View Invoice Details”Access Account Statement Invoices:
- Locate the account statement for which you want to view invoices
- Click the Statement# WH number
- The Service Summary view (
InvoiceViewWHlist.php) will open filtered to show only invoices included in that account statement - From there you can view all details of each invoice, including services, amounts, and dates
Generate PDF Report
Section titled “Generate PDF Report”Generate Account Statement PDF:
- Locate the account statement for which you want to generate the report
- Click the PDF icon in the Report column
- A PDF file will be generated and downloaded with the complete account statement summary
- The PDF includes all consolidated details of the account statement
Consolidated Totals
Section titled “Consolidated Totals”View Totals:
- At the bottom of the table, you’ll see a totals row showing:
- Total: Sum of all total amounts of account statements shown on the current page
- Count: Total number of account statements shown on the current page
- These totals update automatically according to applied filters
Quick Access to Daily Storage
Section titled “Quick Access to Daily Storage”At the top of the page you’ll find a link to Daily Storage that allows you to quickly access the daily storage functionality related to warehouse billing.
Pagination and Records Per Page
Section titled “Pagination and Records Per Page”Pagination:
- Use First, Previous, Next, and Last controls to navigate between pages
- You can also click directly on page numbers
- Information shows “Records X to Y of Z” to indicate which records you’re viewing
Records Per Page:
- Select how many records you want to see per page from the dropdown menu
- Available options: 10, 20, 50, 100, 200, 500, or All Records
- The system will remember your preference for future visits
Integration with Billing System
Section titled “Integration with Billing System”Account statements shown in Statements are directly related to:
- All Transactions (
invoices_whlist.php): Each account statement contains multiple warehouse invoices that you can view in All Transactions - Service Summary (
InvoiceViewWHlist.php): When clicking a Statement# WH, Service Summary is shown filtered for that specific account statement - 3PL Costs to 4PL: Consolidated costs in account statements come from services that 3PL warehouses bill you
Relationship between Statements and Transactions
Section titled “Relationship between Statements and Transactions”Important: Account statements (statementwh) are consolidated documents that group multiple warehouse invoices (invoices_wh).
- An account statement can contain multiple warehouse invoices
- Each warehouse invoice belongs to a specific account statement
- Account statements facilitate the payment process by consolidating multiple invoices into a single document
- When clicking a Statement# WH, you’ll see all invoices included in that account statement
💡 Best Practices
Section titled “💡 Best Practices”Regular Review
Review account statements regularly to stay up to date with consolidated costs you receive from 3PL warehouses and detect discrepancies early.
Use Date Filters
Use date filters to review account statements by specific period, facilitating monthly or quarterly reconciliation.
Generate PDFs for Archive
Generate PDFs of important account statements to maintain documented records and facilitate communication with 3PL warehouses.
Verify Details
Always review details of invoices included in an account statement before processing payment to ensure all services are correct.
Payment Tracking
Maintain a clear record of account statement payment dates to facilitate reconciliation and financial tracking.
Use Totals for Analysis
Use consolidated totals shown at the bottom of the table for quick financial analysis and payment planning.
Troubleshooting
Section titled “Troubleshooting”I don’t see any account statements:
- Verify that 3PL Billing and 4PL Billing modules are enabled
- Make sure warehouse account statements have been generated
- Verify that you have listing permissions (
CanList)
I can’t view invoice details:
- Click the Statement# WH number to access invoices
- Verify that the account statement has associated invoices
- If the problem persists, contact technical support
PDF doesn’t generate:
- Verify that you have permissions to generate reports
- Make sure the account statement has data to include in the PDF
- Try with another account statement to verify if it’s a specific problem
- Verify that your browser allows file downloads
Totals don’t match:
- Totals show only records from the current page, not all account statements
- Use “All Records” in the records per page menu to view all account statements
- Verify that you don’t have applied filters that are limiting results
Related Links
Section titled “Related Links”Next Steps:
- 4PL Billing Overview - Understand the complete 4PL billing system
- All Transactions - Review all individual warehouse transactions
- Dispute Verdicts - Manage dispute verdicts related to billing
- 3PL Costs to 4PL - Review specific costs that 3PL warehouses bill you
Related:
- Daily Storage - Review daily warehouse storage costs
- Service Summary - Understand how service details are shown in invoices