BravoTran supports processing invoices for Work Items. BravoTran receives updates and accruals, however, when the invoice is posted back into CargoWise, it’ll get stuck in the Transactions Pending Allocation queue and the job will have to be manually copied from the invoice description to the job in the accrual when allocating the transaction.

Posting the Invoice

In CargoWise:

1. Manage → Payables → Transactions Pending Allocation
2. Click on one of the rows
3. Click “Allocate Transaction”
4. Copy the job number from the invoice description to the job field in the charge
5. Click “Save”

Find out more:

https://www.loom.com/share/fc6162584c984d72a9723eca5d700c10

Sending Work Item to BravoTran

There is a workflow we set up to send Work Items to BravoTran whenever they are created or updated, however, we are unable to proactively import Work Items that were created before the workflow was installed. If a Work Item is missing in BravoTran, you’ll need to manually trigger the update to BravoTran.

In CargoWise:

1. Find the Work Item Operate → Productivity Tools → Work Items

2. Open the Work Item

3. Actions → Send Universal XML → Universal Activity

4. Fill in the form presented

   Recipient Type: ORP

   Event Type: EDT

   Purpose Code: BVT

   Trigger Description: leave empty

5. Click “Send & Close”

The Work Item should show up in BravoTran within 2-3 minutes.