Setup Requirements for Freight and Other Charges

Following are the control maintenance records used with freight and other charges, along with additional setup requirements.

Control Maintenance Records

Set the following control maintenance records:

• Auto Freight Posting MiscChrg Product

• Back Out Pass-Along Freight From COGS

• Clippership Collect Ship Vias

• Default Setting for Bill Incoming Freight To Tagged Sales Order Field

• Expense Incoming Freight If Customer Is Freight In Exempt

• Freight Audit Queue Setup

• Ignore Tax On Freight On Sales Orders W/O Taxable Line Items

• Pass Along Incoming Freight To Billable Freight Customers

• Product Ranks To Exclude From Pass-Along Incoming Freight Charges

Setting Up G/L Autopostings for Freight and Handling Charges

Before you can enter separate incoming and outgoing freight or handling charges as billable or expense items, you need to assign General Ledger accounts to each type of charge. Do this using the Automatic Postings window.

Setting Up Customer Freight Charge Exemptions

Use the Freight In Exempt and Freight Out Exempt fields in Customer Maintenance to designate whether each customer is exempt from incoming or outgoing freight charges.

The default value for each field is No. Entering Yes does not prevent a freight charge from being billed to the customer. However, if you enter a freight charge on the Sales Order Entry Totals tab or in the OE Freight Distribution window, a warning message indicates that the customer is exempt. Click OK to acknowledge and close the message.

Setting Up Commission Plans

For a freight charge to affect a salesperson's commission, the salesperson's User Maintenance record must have an assigned commission plan that specifies a percentage of unbilled freight gets deducted from order commissions. Specify this in the Commission Plan Maintenance window.

See Also:

Distributing Freight and Handling Charges

Sales Management Setup Overview