Hi all,
This is my first post. I am working up a quote and there is a subcontract operation out of state. What have you found to be the best way to include freight in a quote. I added an operation called Freight, but wasn’t sure if this is the most efficient way to capture the cost. Your thoughts are appreciated.
Welcome @SamG !!
I would add it to the total estimated cost and divide by the number of pieces to get to a piece price that includes the freight, if you are wanting to bury the cost.
If you don’t care about burying that cost, I would just add it as a material and mark it as related to that operation.
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The majority of people will use a miscellaneous charge for freight, these can be added at line level, or header level. adding a misc charge allows you to assign a separate GL control to allow the monies to go into the correct account.
The same applies to purchase orders.
Also a header miscellaneous charge can be negative, which can be used for a total PO or quote/order discount.
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Also note that misc charges have frequency that can be set, First, Every and Last, which refers to the shipment and can be an amount or a percantage of total (line, quote/Order)
So it’s quite handy.
Just bear in mind when it comes to the AR invoice there are no misc charges on the header. To get around this Epicor take the misc charge from the order/quote header and apply it to the first line of the AR Invoice.