AP freight allocation enabled
You can now use AP freight allocation to define freight terms for customers and vendors, and pass freight charges and tracking information from a vendor's PO to the tied sales order. If the purchase order is linked to a direct sales order, this enhancement can keep the freight billing and tracking properly passed to the customer. This enhancement improves your visibility of sales order costs and increases profit margins. You can also add more robust freight addon controls based on the type of freight terms used for customer and vendor records.
When AP freight allocation is enabled, freight terms are required for customers and vendors. Because freight charges can be passed from purchase orders to tied direct orders, freight terms are also required in order entry. When AP freight allocation is enabled, the Freight Terms field is a required field in these functions:
- Customer Setup-Ordering and Customer Ship To Setup-Ordering
- Vendor Setup-Ordering and Vendor Ship From Setup-General
- Sales Order Entry-Customer Order Settings
- Purchase Order Entry-Purchase Order Settings
A new Freight Terms Type can be associated with a freight term. This freight terms type is used to control how freight charges are assigned to sales orders, purchase orders, and vendor invoices in Distribution SX.e. The Freight Terms Type is set for each freight term record in SA Table Code Value Setup.
Use the Freight Terms Type to define a customer or vendor's freight terms as one of these types, or you can leave it blank:
- Prepay and Add
Customer: You pay the freight up front, and pass it to your customer with an upcharge.
Vendor: The vendor pays the freight and passes the charges to you, the distributor, on their invoice.
- Destination
Customer: You pay the freight and do not pass the freight charge to your customer.
Vendor: The vendor pays the freight, and no freight is charged to you or the customer.
- Collect
Customer: The customer pays the freight on their account.
Vendor Ship FromVendor: You pay the freight on an account of your choice.
- 3rd Party
Customer: The customer designates another company to bill freight charges to (usually a corporate account).
Vendor: You designate another company to bill freight to (usually a corporate account).
- Pickup
Customer: The customer picks up the delivery. No freight is charged to customer.
Vendor: You pick up the goods or arrange the pickup and pay your own freight.
Purchase Order Entry
When AP freight allocation is enabled, the Freight Terms value in Purchase Order Entry-Purchase Order Settings defaults from the Vendor Setup or Vendor Ship From Setup record, unless overridden. Freight Terms is a required field.
When tying an order line to a purchase order, the Freight Terms and Ship Via values on the Sourcing view in Sales Order Entry-Advanced Line Entry default from the sales order or the vendor record, depending on the Freight Terms Type. The values from the Sourcing screen are carried to the new purchase order header.
Sales Order Entry
Freight terms entered for a sales order are used to determine if freight and third-party addons from the purchase order should be distributed to the tied sales order. When AP freight allocation is enabled, the Freight Terms value in Sales Order Entry-Customer Order Settings defaults from the Customer Setup or Customer Ship To Setup record, unless overridden. Freight Terms is a required field.
A new FreightSA Order Entry Addon Setup, which identifies the addon as being a freight type addon. This option allows Distribution SX.e to correctly update the freight amounts on a sales order. option is added to
Vendor invoice costing
Several modifications were made to these views in Vendor Invoice Center Entry to allow for entry and tracking of additional freight related information:
- Invoice Detail-Create/Update
- Purchase Order Header-Create/Update
- Invoices grid
Modifications are made to Vendor Entry Group Update/Reconcile Invoices Report to process the new fields added to Vendor Invoice Center Entry. Depending on the Freight Terms Type, freight charges can be passed from the purchase order to the sales order for direct orders, populating the actual Freight field and including a freight upcharge from Customer Billing Setup. When sales order lines are tied to multiple purchase orders, and costed together in a single batch, all freight charges are accumulated into a single freight amount on the sales order.
A new Packages view is added to Purchase Order Inquiry which displays the purchase order tracking information entered in Vendor Invoice Center Entry and updated during Vendor Entry Group Update/Reconcile Invoices Report processing.
The SupplierInvoice BOD is updated to include these new elements:
- apei.checkref
- apei.internalref
- apei.mailroomdt
- apeid.trackerno1
- apeid.trackerno2
- apeid.shipviaty
- apeid.thirdpartyfreight
Feature activation
To enable AP freight allocation, select the Enable AP Freight Allocation option in SA Administrator Options-Vendors-Invoice Defaults.The freight allocation fields, tabs, and sections in related functions are available after enhancement activation.
After AP freight allocation is enabled, assign a Freight Terms Type for each of your Freight Terms in SA Table Code Value Setup. You can also leave Freight Terms Type blank. Then, review all customer and vendor records to assign the appropriate Freight Terms. When AP freight allocation is activated, the Freight Terms field is required in Customer Setup and Vendor Setup. If you do not assign a Freight Terms value, then an error is displayed when you next access a customer or vendor record to maintain it. To exclude a customer or vendor from freight allocation, assign a Freight Terms value that contains a blank Freight Terms type. Last, update any existing OE addon freight type records in SA Order Entry Addon Setup and set the Freight option accordingly.
Orders that were created before AP freight allocation is enabled are processed without errors even if the required Freight Terms field is blank in Sales Order Entry-Customer Order Settings.