Freight Invoice

Purchase Freight Invoices are a way to accurately record the Freight Costs (from your suppliers to your warehouse) across multiple Purchase Orders.

Entering a new Invoice

When you open this form you will have to enter some essential details shown in green.


Invoice No	from the invoice
Shipper	the code you use for the shipper, usually the same as the code for your finance system This will then determine the currency, exchange rate and vat code which will be used to provide a base currency value
Invoice VAT	if applicable from the invoice, this will be the shippers currency
Invoice Grand Total	in the invoice currency including any VAT or tax

Which POs Apply

You can select all or some of the lines on the Purchase Order.

Using F11 to lookup or manually enter the Purchase Order reference.

The Freight costs will be spread across all selected purchase orders and lines

Which Lines on the PO

For each Purchase Order select all the PO Lines by clicking the Checkbox against that Purchase Order or highlight a Purchase Order and select the lines individually from the list below by using the checkboxes against each line.

You can only add Purchase Orders where all lines have been Invoiced and have at least one line that has not yet been added to a Purchase Freight Invoice.

The Standard Freight charges field needs to be unchecked when the Purchase Order is invoiced for it to be valid for the Purchase Freight Invoice process.

Completion

After clicking the Process button, all the fields above will be write-protected.

Once a Purchase Order or Purchase Order Line has been Processed it cannot be Unprocessed.

General Information

When viewing a processed Purchase Freight Invoice, only the lines you previously processed will be shown.

Any lines on any of the Purchase Orders that were not selected will not show.

Additional Notes

By Default, Freight and Insurance costs are based on charges set in the Country or Region screens.
If there are no costs against the Region then the cost against the Country will be used.
The Purchase Freight Invoice system allows you to set up more accurate Freight charges that spread the actual costs across all related stock.
If the Admin Menu\System Configuration Options\Use Actual Freight Costs For Stock Movements Postings field is checked, the system will use the Purchase Freight Invoice costs for any Stock Movements (if costs have been recorded).
If this field is unchecked then the default/standard Freight Costs will be generated from the Country or Region screens.
Any Shippers you want to use with the Purchase Freight Invoice system will need a Currency and Account Code set up against them in the Shipper screen.
The Account Code needs to correspond to an existing Supplier Code in Vision Commerce for the communication with finance software to work.
On the Purchase Freight Invoice screen, select the Shipper, add Purchase Orders and select all the Purchase Order lines that you want to be included.