Implementing AP freight allocation
Follow this checklist to perform the tasks to implement AP freight allocation:
| ✔ | Task | Reference |
|---|---|---|
| ❑ | Select the Enable AP Freight Allocation option in SA Administrator Options-Vendors-Invoice Defaults. | |
| ❑ | Optionally, assign a Freight Terms Type for each freight term record in SA Table Code Value Setup. You can also leave Freight Terms Type blank. | Defining Incoterms and freight terms |
| ❑ | Review all customer and vendor records and assign the appropriate Freight Terms in these pages:
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. |
Maintaining a customer record Maintaining a vendor record |
| ❑ | Update any existing OE addon freight type records in SA Order Entry Addon Setup and set the Freight option accordingly. | Setting up sales order addons |
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.