Using the Freight Audit Queue

Use the Freight Audit Queue to review incoming freight that is associated to a tagged or direct sales order, so you can manage customer billable and expensed freight from one place. The queue displays the pertinent information about the freight costs on an order, including the information in the OE Freight Distribution window.

Eclipse populates this queue based on the post date of a payable using the As of Date entered in the Freight Audit Queue Setup control maintenance record. From the queue you can drill into the selected transactions, as needed.

Note: Direct orders without customer invoices are notincluded in the Freight Audit Queue listings.

If you want to monitor this queue on a daily basis without having to display the queue continually, create a Freight Audit Queue widget for your Solar Desktop.

To...	Do this:
display the queue	From the A/P menu, select Freight Audit Queue. In the Price Br/Terr field, enter the pricing branch for which you want to display the transactions. In the Ship Br/Terr field, enter the shipping branch for which you want to display the transactions. Note: If you select both a price and ship branch, then the queue displays any transaction that contains both that price branch and ship branch. Use the Start Post Date and End Post Date fields to specify the time frame in which you want to view payables that have posted based on their post date. Use the Sales Writer and Purchase Writer fields to limit the display to specific sales order writers and purchase order writers. In the Sales Terms field, select which Selling Terms Code to which you want to limit the queue results. Note: The terms from which you can select are set in Terms Maintenance using the Selling option. In the Freight Terms field, select which Purchasing Freight Terms to which you want to limit the queue results. Note: The terms from which you can select are set in the Vendor Freight Terms control maintenance record. For the following options, indicate if you want to include, exclude, or limit the report to only the following: Direct Orders Tagged Orders Freight In Exempt Job Management Orders Approved Payable Open Orders In the Include $0.00 Freight Differences area, select Yes if you want to display those transaction without any dollar differences. The difference compares the payable freight to the sales order incoming freight: both billable and expensed. In the Include Reviewed Items area, select Yes if you want to display transactions that have already been displayed. Click Update.
mark an order reviewed	From the File menu, select Reviewed. The system displays a check mark in the Reviewed column.
create a freight invoice	Right-click on the line item and select Create Freight Invoice. For more information, see Creating Freight Invoices in this documentation.
view or edit a transaction	From the Order menu, select one of the following: View Sales Order Edit Sales Order View Purchase Order Edit Purchase Order View Payable Edit Payable Note:You can also double click the transaction number.
sort the queue	Click the column header to sort alphabetically by that column information.
review customer or vendor details	From the Inquiry menu, select Customer Maintenance or Vendor Maintenance.
credit and rebill freight expense	Crediting and Rebilling Freight Expenses
review G/L account postings	From the Edit menu, select View Sales Order G/L Posting, View Purchase Order G/L Posting, or View Payable G/L Posting.
create a freight invoice	Creating Freight Invoices
change views	Use the View Manager to display different columns on the queue to best suit your needs. By default, the system displays order and freight information. For details, see More About the Default Columns in this document. For more information about additional views, see Additional Queue Views below. Note: To use the Freight Audit Markup fields in a user-defined view, that view must contain the Freight In Billable, Freight in Expense, and Freight GP% fields.
purge the queue to keep your records more organized.	Use Purge Maintenance to set up regular purging times for the FREIGHT.AUDIT file. For more information, see Purge Maintenance Details in the System Maintenance help documentation.
review the columns and change the view	See More About the Default Columns in this document.
clear the reviewed check mark to keep the order visible to revisit later	From the File menu, select Not Reviewed.
mark multiple line items as reviewed	Select the lines you want to mark as reviewed. Right-click in the table and select Set Reviewed.
clear reviewed marks for more than one line	Select the lines from which you want to clear the reviewed mark. Right-click in the table and select Clear Reviewed.
create a job queue or tracker for the selected order	Do one of the following: From the File menu, select Create Tracker. Right-click on the table line item and select Create Tracker. This option displays the Enter Tracker For window allowing users to select how to create a tracker: Bill-to, User, Different User, or Order. For more information about creating trackers, see Creating Trackers from Ledger Transactions.

More About the Default Columns

The following columns display by default in the Freight Audit Queue. Use the View Manager to select additional views or User-Defined Views to create your own personalized view.

Column	Description
Price Branch	The branch out of which the sales order was priced.
Ship Branch	The branch out of which the material was shipped.
PO#	The purchase order number.
Payable #	The payable number.
Receive Date	The receiving date on the purchase order. For a direct order, this is equal to the ship date.
Payable Freight	The amount of freight entered in the payable.
Sales Order	Displays the order generation.
Ship Date	The date on which material was shipped or expected to ship.
Ship Quantity	The quantity shipped or shipping on this generation.
Freight Exempt	Displays a check mark if the order is freight exempt.
Freight Billed	The total incoming and outgoing freight amount billed.
Freight Expensed	The total incoming and outgoing freight amount expensed.
Freight Difference	The difference between the amount billed and expensed.
Reviewed	Displays a check mark if the order has already been reviewed.
Approved Payable	Displays a check mark if the payable is approved.
Print Status	Indicates the order print status, such as Q - Invoice Preview Queue.

Additional Queue Views

View	Column	Description
Freight / Handling	Ship Branch	The branch out of which the material was shipped.
	PO #	The purchase order number. These begin with P, such as P003884838.001.
	Payable Freight	The amount of freight entered through A/P Entry for the order.
	Freight In Billable	The total incoming freight amount billed.
	Freight Out Billable	The total outgoing freight amount billed.
	Handling In Billable	The total incoming handling amount billed.
	Handling Out Billable	The total outgoing handling amount billed.
	Freight In Expense	The total incoming freight amount expensed.
	Freight Out Expense	The total outgoing freight amount expensed.
	Handling In Expense	The total incoming handling amount expensed.
	Handling Out Expense	The total outgoing handling amount expensed.
Freight Markup	Payable #	The payable number for the customer. These begin with Y003348218.
	Sales Order	Displays the order number including the generation, if available.
	Customer Name	The customer name as it displays in the Customer field in Customer Maintenance. This is not the same as the Customer Index value.
	Payable Freight	The amount of freight entered through A/P Entry for the order.
	Freight In Billable*	The total incoming freight amount billed.
	Freight In Expense*	The total incoming freight amount expensed.
	Freight GP%*	The total freight gross profit percentage of the freight billable amount compared to the freight entered in the payable.

*Note:In order to use the freight markup calculations in a user-defined view, you must add the following three columns: Freight in Billable, Freight in Expense, and Freight GP%. If you do not add these columns, no calculations are performed.