Capturing Freight & Special Charges

1. Capturing Freight & Special Charges Julia Gabbard September 11 & 12, 2012

2. Today’s Overview

3. Ship Via setup options

4. Shipping and Handling charges can be setup based on the shipping method

5. Freight Out Markup % - takes the freight cost incurred when shipping out orders and marks it up the designated percent.

6. Per Shipment/Package Handling Charge – allows for GE to calculate a handling fee based on the number of boxes or number of shipments it takes to fill the order.

7. Line Freight Markup % - takes the freight cost incurred from receiving shipments and marks it up the designated percent.

8. Expedite Charge – used only on service orders to easily pass a set “rush” fee.

9. Order/Bill Type setup options

10. Additional Charges • You have up to 10 possible add charges • Used for billable fees other than parts & tax • Line 1 is reserved for Labor • They print in order on your invoices sequentially by number. • They have to match on both the parts and service side

11. Sales Order Add Charges Additional Charges used on Sales Orders are configured in Order Type Maintenance.

12. Service Order Add Charges Additional Charges used on Service Orders are configured under the Additional Charges tab in Service Bill Type Maintenance.

13. Using Bill Type’s “Table” On Service Orders, you can configure a table to pass different charges based on parts sales.

14. Charges on Order Types

15. Order & Service Controls • Order Control Maintenance • Line Freight Charge • Freight Out Charge • Per Shipment Handling • Per Package Handling • Whs Freight Amount • Restock Fee • Service Invoice Control Maint • Line Freight Amount • Freight Out Amount • Whs Freight Amount • Quote Amount • SA Bill Amount

16. Control File Maintenance Indicate which Add Charge line each amount so be passed into.

17. Handling Codes & Customer Setup

18. Setup • Override to Ship Via Freight Out and Handling settings. • Can apply to a customer and/or a sales order. • -1.00 means default to Ship Via setup.

19. {Defaults} Tab Each Customer can also be customized to select whether or not Freight (in and/or out) and Handling will be charged. These settings pass to each order they place.

20. Vendor Handling

21. {PO/Return Info} Tab Each Vendor can be setup to include their own Handling charges for ground and air freight. These charges are passed to orders tied to a PO upon receipt of the item.

22. Item Freight

23. Freight Charge Used to tack extra freight to Service Orders via the “ItemFreight” Distribution Type.

24. Warehouse Freight

25. Add Freight to Order/SO Easy entry screen to pass warehouse freight charges to order and service orders.

26. Passing Inbound Freight Charges

27. Options To add inbound freight charges from your vendor over to the tied Orders/Service Orders on the PO... • Receipt Entry • PO Payables Entry • Allocate Freight From PO to Ord/So

28. Allocate Freight From PO to Ord/SO …used AFTER the PO is received and BEFORE the Order is Invoiced

29. Summary • Freight Charges can be configured in • Ship Via Maintenance • Handling Charge Maintenance • Directly on the Order and Bill Types • Freight Charges are added to the order by • Integration with a shipper’s software • Creating a Shipment record • Tying a PO to the order/SO and inputting Inbound Freight • Using the Add Freight to Order/SO options • Using the Allocate Freight from PO to Ord/SO option

30. Questions?