Freight Indicators For Lot Projects

Overview

In this document,the concepts and processes of using the Freight Indicators for Lot Project Orders will be discussed. These indicators will be helpful to show when it’s appropriate to apply freight in the Enter Bills Screen..

Assumptions

We will assume throughout this article that you utilize Lot Projects and Lot Project Items. At this time this feature is only available for when those are used in an order.

Terms:

Freight Allowed: An agreement between a seller and a buyer indicating that the seller has fulfilled his/her obligation to deliver a good when he/she has transferred it to the point from which it is to be transported to the buyer. The seller pays for transportation indirectly. That is, the seller quotes the buyer a cost for transportation, which the buyer pays. The seller then deducts this amount from the invoice.

Freight Not Allowed (Freight Prepaid): The cost of shipping is ‘prepaid’ by the shipper of goods rather than the recipient, and this extra cost is included in the purchase price of goods. This also means that the shipper is held responsible for any extra, ancillary charges that might arise in the transportation process.

In the context of this document:

Customer Pays Freight = F.O.B. Shipping Point

Customer Does Not Pay Freight = F.O.B. Destination

General Concepts

• For orders with Lot Projects/Lot Project Items, there will be 2 columns enabled on the Lot Project Item line: Freight Allowed and Customer Pays Freight.

• These columns will have checkboxes that will be enabled/disabled and checked/unchecked by default, depending on the settings discussed below.

• These “freight indicators” are meant as a display of information at the time of creating bills for AP.

Freight Allowed - Functionality on Orders and POs

• The Freight Allowed box on the quote/order will be checked by default when the “Free Shipping Order Amount” is met or exceeded, based on the total cost of the lot project item and the setting in the Manage Vendor screen (Account Info tab).

• For example, the vendor used for this lot project item has a free shipping order amount of $200.

• And the total cost of the lot project item exceeds that amount, so the Freight Allowed checkbox is enabled and checked by default.

  • If you were to change the cost to be below that amount, the checkbox will automatically uncheck (but will stay enabled).

  • However, you can manually check or uncheck if desired.

• If the free shipping order amount is set to zero, the box will always be enabled and checked.

• If the “No Free Shipping Order Amount” box is checked in the Manage Vendor screen (in the Account Info Tab), the free shipping order amount field will be disabled.

  • When that setting is checked, the Freight Allowed box will be disabled on the order and the Free Shipping Order Amount will say “None” in the Vendor Info.

• Since the Freight Allowed indicator is based on the total cost of the lot project item, detached line items and items in other lot project items are not considered.

• This functionality applies whether the lot project items are itemized costing or non itemized.

• Once you convert the quote to an order, you can always unlock and change the freight allowed box if desired, at any time (given that the “No Free Shipping Order Amount” setting is OFF).

• The Freight Allowed box will also appear on POs hard linked to Orders with lot project items. However it is for display only. So if you want to change it, you must do so from the order, and the PO will reflect the change.

Customer Pays Freight - Functionality on Orders

• For Lot Project Item lines, the Customer Pays Freight box on the quote/order will be checked by default when the F.O.B. is set at Shipping Point in the Ship To tab.

• It will default to unchecked when F.O.B is set to Destination.

• The checkbox is always enabled (lot project items only), so it can be changed at any time before the creation of the PO’s bill/s.

  • To change, you will need to open the order and unlock it. The checkbox will be enabled and you either manually check/uncheck the box or change the F.O.B. for the entire order on the Ship To tab.

• This column does not exist on POs.

Freight Indicators on the Enter Bills Screen

• There are 2 new columns added to the Enter Bills screen for this feature.

  • The System Notes column, which indicates the status of the 2 checkboxes discussed.

    • There is potential for other types of messages in this space in the future.

  • And the blue “i” icon column. When hovered over with the mouse, the same information in the Vendor Info tab in the basket menu is displayed. This is mainly to show the Free Shipping Order Amount and coincides with the message left by the Freight Allowed indicator.

• Also, when you hover over the System Notes column for a specific PO, the messages appear in a popup as a list.

Freight Indicator Messages in System Notes

• Freight Allowed box CHECKED on the order: message is “Freight Allowed”

• Freight Allowed box UNCHECKED on the order: message is “Freight Not Allowed”

• Customer Pays Freight box CHECKED on the order: message is “Customer Pays Freight”

• Customer Pays Freight box UNCHECKED on the order: message is “Customer Will Not Pay Freight”

• Because these are just display messages, they do not affect the ability to add freight or other charges to the Enter Bills screen.