Hi Balaji
Here are some of the scenarios:
1. For custom duties, delivery charges, insurance, you can add at either header or row level on Goods Receipt PO.
2. For showing discount on sales documents using gross method, you can add 2 Freight charges, one to credit sales and one to debit discount allowed.
3. On any document add any extra charges.
4. Rebate accruals, by adding 2 Freight charges, one as credit to rebate accrual and the other to rebate expense.
The above is only a few of the scenarios I have already used at customers. The principle is simple, you go to Administration > Setup > Freight (after turning it on under Administration > System Initialization > Document Settings > General TAB > Manage Freight in Documents) and add a freight type by typing in the name e.g. rebates expense. For sales documents enter the g/l account under income as well as the relevant tax group. For purchasing documents use the expense columns. If you have a fixed charge for customers for delivery you can fill the amount under the fixed amount column, otherwise do not put any values as the values will be different for each document based on what you need to post.
The next important feature is the row or header posting of freight charges. At header level it will not be specific to an item for example. If the cost must be allocated accurately per row, then you must add freight at row level. If you use header level and want the cost added to the item cost, then the distribution method MUST be defined, else it is not needed. Drawing method is needed for passing freight charges from a base to a target document. If a target document' price or quantity is different to the base document, then these settings determine how the cost is apportioned to the target document.
The stock tick box is for adding to the item cost. This is only applicable to purchasing documents and allows you to increase or decrease the item cost by the freight charge amount. The Last Purchase Price tick box is useful if you want the item cost in this price list to include the freight charge.
Next step is to decide if you need user input on the freight charge columns or automatic calculation such as rebates, discounts, etc. If it is only going to be user input, then go to form settings and turn on the Freight 1, 2 & 3 columns as needed. If you are only going to post at header level, then click on the Navigation arrow (orange) next to Freight on the footer of the document.
To set automatic calculations, create 2 queries for each Freight column that will be used. The first query will select the internal ID of the Freight Charge you created under Administration. The second query will be on the LC of Freight and will be a calculation based on row total, unit price, etc.
To create a debit and credit type scenario, the first Freight LC column will be + and you must use a - for the second one. now all you need to do is to link the queries to the fields using a formatted search.
Hope the above helps. Let me know if you need more details.
Kind regards
Peter Juby
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