Freight charges

At one V8 site, we also add freight as a Misc Charge.
There it can be entered either at the Order or the shipment, depending on the type of product being sold.

Also, in some cases, the misc charge is just an estimate.
An invoice from a shipper arrives at some later date.
There was a UD form/table set up just to store those actual shipping charges. Along with a couple of custom reports to compare to the Misc Charges.

--- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@...> wrote:
>
> We add it as an Order Misc Charge.
> ÂÂ
> It makes no sense at all, it is just how Epicor works - they mustnt have thought this bit out properly (amongst others).
> ÂÂ
> When an invoice is created it adds it to the last line of the invoice as a misc charge. Seems bizarre - why not just carry it to an Invoice Misc Charge field.
> ÂÂ
>
> From: CharlieSmith <CSmith@...>
> To: vantage@yahoogroups.com
> Sent: Tuesday, 10 January 2012, 15:35
> Subject: RE: [Vantage] freight charges
>
>
> ÂÂ
> Unless you know what the freight charge is ahead of time.
>
> You could also add it at time of shipment. Add the Freight to the
> Shipment Header.
>
> Charlie Smith
>
> 2W Technologies LLC, Sr. Business Consultant
>
> Phone: (312) 533-4033 x8046
>
> (860) 620-9553
>
> Fax: (847) 374-3620
>
> 2W Tech on Facebook
> <http://www.facebook.com/pages/Chicago-IL/2W-Technologies-LLC/1391945694
> 32409> www.2WTech.com <http://www.2wtech.com/>
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
> Of Joshua Giese
> Sent: Tuesday, January 10, 2012 10:01 AM
> To: vantage@yahoogroups.com
> Subject: RE: [Vantage] freight charges
>
> How do they do that? Is it related to which frequency they select when
> they
> enter the misc line charge? Is adding freight charges always a manual
> process?
>
> Joshua Giese
>
> Chief Technical Officer
>
> 920.437.6400 Ext. 337
>
> *Do not follow where the path may lead. Go instead where there is no
> path
> and leave a trail - Harold R. McAlindon*
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
> Behalf Of
> CharlieSmith
> Sent: Tuesday, January 10, 2012 8:53 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: RE: [Vantage] freight charges
>
> Typically the Freight charge would be a misc charge added to the last
> line of the invoice.
>
> Charlie Smith
>
> 2W Technologies LLC, Sr. Business Consultant
>
> Phone: (312) 533-4033 x8046
>
> (860) 620-9553
>
> Fax: (847) 374-3620
>
> 2W Tech on Facebook
> <http://www.facebook.com/pages/Chicago-IL/2W-Technologies-LLC/1391945694
> 32409> www.2WTech.com <http://www.2wtech.com/>
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com> ] On
> Behalf
> Of Anon
> Sent: Tuesday, January 10, 2012 9:02 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] freight charges
>
> How does Epicor 9 typically handle freight charges. We are adding them
> as misc charges on a line, but that for some reason to me just doesn't
> seem like it's "going with the flow" of Epicor. It forces each line of
> the invoice report to show a freight misc charge, takes up space, and
> just seems dirty... Any suggestions?
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
> [Non-text portions of this message have been removed]
>
>
>
>
> [Non-text portions of this message have been removed]
>
We are looking for a method to link/add actual freight charges to our
Sales Orders.
On each Sales Order, a line is added called "Other" that allows us to
add miscellaneous charges such as freight and taxes. We enter a guess
at the freight charges and that is what we bill the Customer. The
actual freight charges are identified later when we pay the shipping
invoice.
Ideally we would like the Customer charged freight "guess" to show up
with the actual shipping charges on the 'Sales Gross Margin Report'
and calculate the difference between the two as margin.

Fundamentally no different than having Job labor estimates and actuals
show up on the same report and a margin calculated.

We have explored creating a Job with the "Other" part number. This
seemed like a long way around because Accounting would then be
responsible for adding an actual charge to a Job when the shipping
invoice arrives. In addition, the "Other" Job gets wrapped up in the
shipping process, closure process, etc.
Is this a problem for anyone else and how do you handle it?

Thanks,
Dave
Dave



There is a way, but can be a little messy. Link you freight
line/release into s job.



Then you freight purchase invoice comes in add it as a job misc line in
AP Invoice Entry



You can use this to place the AP invoices cost for freight and taxes
onto the job as a misc charge lines



You will then get the margin you are after, like you do with any other
job costs



Gary



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of ofcwiz
Sent: 01 August 2008 19:05
To: vantage@yahoogroups.com
Subject: [Vantage] freight charges



We are looking for a method to link/add actual freight charges to our
Sales Orders.
On each Sales Order, a line is added called "Other" that allows us to
add miscellaneous charges such as freight and taxes. We enter a guess
at the freight charges and that is what we bill the Customer. The
actual freight charges are identified later when we pay the shipping
invoice.
Ideally we would like the Customer charged freight "guess" to show up
with the actual shipping charges on the 'Sales Gross Margin Report'
and calculate the difference between the two as margin.

Fundamentally no different than having Job labor estimates and actuals
show up on the same report and a margin calculated.

We have explored creating a Job with the "Other" part number. This
seemed like a long way around because Accounting would then be
responsible for adding an actual charge to a Job when the shipping
invoice arrives. In addition, the "Other" Job gets wrapped up in the
shipping process, closure process, etc.
Is this a problem for anyone else and how do you handle it?

Thanks,
Dave





[Non-text portions of this message have been removed]
How does Epicor 9 typically handle freight charges. We are adding them as misc charges on a line, but that for some reason to me just doesn't seem like it's "going with the flow" of Epicor. It forces each line of the invoice report to show a freight misc charge, takes up space, and just seems dirty... Any suggestions?
Typically the Freight charge would be a misc charge added to the last
line of the invoice.



Charlie Smith

2W Technologies LLC, Sr. Business Consultant

Phone: (312) 533-4033 x8046

(860) 620-9553

Fax: (847) 374-3620

2W Tech on Facebook
<http://www.facebook.com/pages/Chicago-IL/2W-Technologies-LLC/1391945694
32409> www.2WTech.com <http://www.2wtech.com/>



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Anon
Sent: Tuesday, January 10, 2012 9:02 AM
To: vantage@yahoogroups.com
Subject: [Vantage] freight charges





How does Epicor 9 typically handle freight charges. We are adding them
as misc charges on a line, but that for some reason to me just doesn't
seem like it's "going with the flow" of Epicor. It forces each line of
the invoice report to show a freight misc charge, takes up space, and
just seems dirty... Any suggestions?





[Non-text portions of this message have been removed]
How do they do that? Is it related to which frequency they select when they
enter the misc line charge? Is adding freight charges always a manual
process?



Joshua Giese

Chief Technical Officer

920.437.6400 Ext. 337



*Do not follow where the path may lead. Go instead where there is no path
and leave a trail - Harold R. McAlindon*



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
CharlieSmith
Sent: Tuesday, January 10, 2012 8:53 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] freight charges





Typically the Freight charge would be a misc charge added to the last
line of the invoice.

Charlie Smith

2W Technologies LLC, Sr. Business Consultant

Phone: (312) 533-4033 x8046

(860) 620-9553

Fax: (847) 374-3620

2W Tech on Facebook
<http://www.facebook.com/pages/Chicago-IL/2W-Technologies-LLC/1391945694
32409> www.2WTech.com <http://www.2wtech.com/>

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Anon
Sent: Tuesday, January 10, 2012 9:02 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: [Vantage] freight charges

How does Epicor 9 typically handle freight charges. We are adding them
as misc charges on a line, but that for some reason to me just doesn't
seem like it's "going with the flow" of Epicor. It forces each line of
the invoice report to show a freight misc charge, takes up space, and
just seems dirty... Any suggestions?

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
Unless you know what the freight charge is ahead of time.

You could also add it at time of shipment. Add the Freight to the
Shipment Header.



Charlie Smith

2W Technologies LLC, Sr. Business Consultant

Phone: (312) 533-4033 x8046

(860) 620-9553

Fax: (847) 374-3620

2W Tech on Facebook
<http://www.facebook.com/pages/Chicago-IL/2W-Technologies-LLC/1391945694
32409> www.2WTech.com <http://www.2wtech.com/>



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Joshua Giese
Sent: Tuesday, January 10, 2012 10:01 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] freight charges





How do they do that? Is it related to which frequency they select when
they
enter the misc line charge? Is adding freight charges always a manual
process?

Joshua Giese

Chief Technical Officer

920.437.6400 Ext. 337

*Do not follow where the path may lead. Go instead where there is no
path
and leave a trail - Harold R. McAlindon*

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
CharlieSmith
Sent: Tuesday, January 10, 2012 8:53 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] freight charges

Typically the Freight charge would be a misc charge added to the last
line of the invoice.

Charlie Smith

2W Technologies LLC, Sr. Business Consultant

Phone: (312) 533-4033 x8046

(860) 620-9553

Fax: (847) 374-3620

2W Tech on Facebook
<http://www.facebook.com/pages/Chicago-IL/2W-Technologies-LLC/1391945694
32409> www.2WTech.com <http://www.2wtech.com/>

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Anon
Sent: Tuesday, January 10, 2012 9:02 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] freight charges

How does Epicor 9 typically handle freight charges. We are adding them
as misc charges on a line, but that for some reason to me just doesn't
seem like it's "going with the flow" of Epicor. It forces each line of
the invoice report to show a freight misc charge, takes up space, and
just seems dirty... Any suggestions?

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]





[Non-text portions of this message have been removed]
We add it as an Order Misc Charge.
Â
It makes no sense at all, it is just how Epicor works - they mustnt have thought this bit out properly (amongst others).
Â
When an invoice is created it adds it to the last line of the invoice as a misc charge. Seems bizarre - why not just carry it to an Invoice Misc Charge field.
Â

From: CharlieSmith <CSmith@...>
To: vantage@yahoogroups.com
Sent: Tuesday, 10 January 2012, 15:35
Subject: RE: [Vantage] freight charges


Â
Unless you know what the freight charge is ahead of time.

You could also add it at time of shipment. Add the Freight to the
Shipment Header.

Charlie Smith

2W Technologies LLC, Sr. Business Consultant

Phone: (312) 533-4033 x8046

(860) 620-9553

Fax: (847) 374-3620

2W Tech on Facebook
<http://www.facebook.com/pages/Chicago-IL/2W-Technologies-LLC/1391945694
32409> www.2WTech.com <http://www.2wtech.com/>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Joshua Giese
Sent: Tuesday, January 10, 2012 10:01 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] freight charges

How do they do that? Is it related to which frequency they select when
they
enter the misc line charge? Is adding freight charges always a manual
process?

Joshua Giese

Chief Technical Officer

920.437.6400 Ext. 337

*Do not follow where the path may lead. Go instead where there is no
path
and leave a trail - Harold R. McAlindon*

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
CharlieSmith
Sent: Tuesday, January 10, 2012 8:53 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] freight charges

Typically the Freight charge would be a misc charge added to the last
line of the invoice.

Charlie Smith

2W Technologies LLC, Sr. Business Consultant

Phone: (312) 533-4033 x8046

(860) 620-9553

Fax: (847) 374-3620

2W Tech on Facebook
<http://www.facebook.com/pages/Chicago-IL/2W-Technologies-LLC/1391945694
32409> www.2WTech.com <http://www.2wtech.com/>

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Anon
Sent: Tuesday, January 10, 2012 9:02 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] freight charges

How does Epicor 9 typically handle freight charges. We are adding them
as misc charges on a line, but that for some reason to me just doesn't
seem like it's "going with the flow" of Epicor. It forces each line of
the invoice report to show a freight misc charge, takes up space, and
just seems dirty... Any suggestions?

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]




[Non-text portions of this message have been removed]
In 8.03 and previous versions, there wasn't a misc charge for an invoice header, only the line items. Did they correct this big oversight in Vantage 9?



________________________________
From: Chris Thompson <chriselectrix@...>
To: "vantage@yahoogroups.com" <vantage@yahoogroups.com>
Sent: Tuesday, January 10, 2012 11:59 AM
Subject: Re: [Vantage] freight charges


Â
We add it as an Order Misc Charge.
Â
It makes no sense at all, it is just how Epicor works - they mustnt have thought this bit out properly (amongst others).
Â
When an invoice is created it adds it to the last line of the invoice as a misc charge. Seems bizarre - why not just carry it to an Invoice Misc Charge field.
Â

From: CharlieSmith <CSmith@...>
To: vantage@yahoogroups.com
Sent: Tuesday, 10 January 2012, 15:35
Subject: RE: [Vantage] freight charges

Â
Unless you know what the freight charge is ahead of time.

You could also add it at time of shipment. Add the Freight to the
Shipment Header.

Charlie Smith

2W Technologies LLC, Sr. Business Consultant

Phone: (312) 533-4033 x8046

(860) 620-9553

Fax: (847) 374-3620

2W Tech on Facebook
<http://www.facebook.com/pages/Chicago-IL/2W-Technologies-LLC/1391945694
32409> www.2WTech.com <http://www.2wtech.com/>

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Joshua Giese
Sent: Tuesday, January 10, 2012 10:01 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] freight charges

How do they do that? Is it related to which frequency they select when
they
enter the misc line charge? Is adding freight charges always a manual
process?

Joshua Giese

Chief Technical Officer

920.437.6400 Ext. 337

*Do not follow where the path may lead. Go instead where there is no
path
and leave a trail - Harold R. McAlindon*

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
CharlieSmith
Sent: Tuesday, January 10, 2012 8:53 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] freight charges

Typically the Freight charge would be a misc charge added to the last
line of the invoice.

Charlie Smith

2W Technologies LLC, Sr. Business Consultant

Phone: (312) 533-4033 x8046

(860) 620-9553

Fax: (847) 374-3620

2W Tech on Facebook
<http://www.facebook.com/pages/Chicago-IL/2W-Technologies-LLC/1391945694
32409> www.2WTech.com <http://www.2wtech.com/>

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Anon
Sent: Tuesday, January 10, 2012 9:02 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] freight charges

How does Epicor 9 typically handle freight charges. We are adding them
as misc charges on a line, but that for some reason to me just doesn't
seem like it's "going with the flow" of Epicor. It forces each line of
the invoice report to show a freight misc charge, takes up space, and
just seems dirty... Any suggestions?

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]




[Non-text portions of this message have been removed]
No. It’s still that way in 9.

I’m not sure it’s an oversight though.

Vantage/Epicor lets you do consolidated invoicing. A consolidated invoice could include multiple sales orders, each with its own freight charges.

It feels cumbersome when you’re not doing consolidated invoicing but I can’t see how they could achieve the flexibility any other way.



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Steven Gotschall
Sent: Tuesday, January 10, 2012 1:07 PM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] freight charges





In 8.03 and previous versions, there wasn't a misc charge for an invoice header, only the line items. Did they correct this big oversight in Vantage 9?












Joe Rojas | Director of Information Technology | Mats Inc
dir: 781-573-0291 | cell: 781-408-9278 | fax: 781-232-5191
jrojas@... | www.matsinc.com Ask us about our clean, green and beautiful matting and flooring


This message is intended only for the individual named. If you are not the named addressee you should not disseminate, distribute or copy this e-mail. Please notify the sender immediately by e-mail if you have received this e-mail by mistake. Please note that any views or opinions presented in this email are solely those of the author and do not necessarily represent those of the company.



________________________________

From: Chris Thompson <chriselectrix@... <mailto:chriselectrix%40ymail.com> >
To: "vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> " <vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> >
Sent: Tuesday, January 10, 2012 11:59 AM
Subject: Re: [Vantage] freight charges


We add it as an Order Misc Charge.

It makes no sense at all, it is just how Epicor works - they mustnt have thought this bit out properly (amongst others).

When an invoice is created it adds it to the last line of the invoice as a misc charge. Seems bizarre - why not just carry it to an Invoice Misc Charge field.


From: CharlieSmith <CSmith@... <mailto:CSmith%40vistaconsultant.com> >
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Sent: Tuesday, 10 January 2012, 15:35
Subject: RE: [Vantage] freight charges


Unless you know what the freight charge is ahead of time.

You could also add it at time of shipment. Add the Freight to the
Shipment Header.

Charlie Smith

2W Technologies LLC, Sr. Business Consultant

Phone: (312) 533-4033 x8046

(860) 620-9553

Fax: (847) 374-3620

2W Tech on Facebook
<http://www.facebook.com/pages/Chicago-IL/2W-Technologies-LLC/1391945694
32409> www.2WTech.com <http://www.2wtech.com/>

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf
Of Joshua Giese
Sent: Tuesday, January 10, 2012 10:01 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] freight charges

How do they do that? Is it related to which frequency they select when
they
enter the misc line charge? Is adding freight charges always a manual
process?

Joshua Giese

Chief Technical Officer

920.437.6400 Ext. 337

*Do not follow where the path may lead. Go instead where there is no
path
and leave a trail - Harold R. McAlindon*

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com> ] On
Behalf Of
CharlieSmith
Sent: Tuesday, January 10, 2012 8:53 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] freight charges

Typically the Freight charge would be a misc charge added to the last
line of the invoice.

Charlie Smith

2W Technologies LLC, Sr. Business Consultant

Phone: (312) 533-4033 x8046

(860) 620-9553

Fax: (847) 374-3620

2W Tech on Facebook
<http://www.facebook.com/pages/Chicago-IL/2W-Technologies-LLC/1391945694
32409> www.2WTech.com <http://www.2wtech.com/>

From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Anon
Sent: Tuesday, January 10, 2012 9:02 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] freight charges

How does Epicor 9 typically handle freight charges. We are adding them
as misc charges on a line, but that for some reason to me just doesn't
seem like it's "going with the flow" of Epicor. It forces each line of
the invoice report to show a freight misc charge, takes up space, and
just seems dirty... Any suggestions?

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]

[Non-text portions of this message have been removed]




[Non-text portions of this message have been removed]