Overview
The following figure shows the relationship between your Optimum Parcel app, the Optimum Parcel API, and GL Coding services.
Optimum Parcel App
Optimum Parcel’s GL coding services give users the ability to define logic-based rules that automatically tag invoices and shipments with the appropriate financial codes, facilitating seamless reconciliation and reporting.
Optimum Parcel API
The REST API that allows users to manage GL codes, create assignment rules, and retrieve coded transaction data from within your app.
Cost Allocation
A system that maps shipping expenses to specific internal accounts based on references, sender/receiver addresses, or other shipment metadata.
Rules Engine
A mechanism that executes user-defined logic to apply GL codes dynamically as new invoices are processed, ensuring consistency across all billing data.
What can users do with the Optimum Parcel GL Coding API?
Users can use the Optimum Parcel GL Coding API to perform common workflows, such as:
- Create and manage a library of General Ledger codes
- Define rules to auto-assign codes based on reference numbers or POs
- Update GL mappings for specific departments or cost centers
- Retrieve coded invoice data for export to ERP systems
- Validate existing GL codes against active accounting lists
- Audit unassigned shipments to ensure 100% cost allocation
GL Coding properties available to create, modify, update and delete through the Optimum Parcel GL Coding API:
- Allocation Rules
- Cost Centers
- GL Codes
- Mappings
- Validation Lists
Additional info
- Learn more about developing with Optimum Parcel GL Coding API, including handling authentication, authorization, reference the Develop on Optimum Parcel API for your workspace.
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- Learn more about how to launch and run a Optimum Parcel GL Coding API app, read the Developer Getting Started Guide.
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