• Table of Contents

Overview

On Invoice programs are very similar to Promotion Programs but are most commonly used to automate freight charges. Since freight charges are different by Carrier as well as an address’s proximity to the warehouse, they can be assigned based on these factors. They are also assigned by ‘Address Sets’ instead of selecting the individual addresses. Because On Invoice Programs show up on the customer invoice as a line item and all the accounting is based on the ‘Freight Item’ code, and item must exist to account for on invoice charges. 

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To adjust the sales program rate or to see more sales program details, click the transaction’s Program Details header toolbar icon and open the Promotions & On-Invoice Charges tab.

This tab will display all information regarding the effect(s) of the On Invoice program on the transaction, per item affected, with the following details:

• Program Type: Displays ‘On Invoice’ for all effects due to an On Invoice Sales Program.
• Item & Gross $: Displays the item’s total gross dollar amount.  
• Item Set: Displays the name of the Item Set assigned to the program to which the corresponding transaction item belongs to.
• Item: Description: Displays the item and item description of the transaction item affected by the program.
• Method: Displays the calculation method of the program.Rate
• Net $: Displays the rate upon which the program was calculated. Negative rates will display within parentheses.
• UOM: Displays the UOM upon which the program was calculated.
• Adj. Rate: Displays a blank numeric text box for the user to enter a new rate to calculate the program for the corresponding line item. Entering a value here will override whatever rate is currently being enforced for the corresponding line item’s program’s calculations. To apply the adjusted program rate for the corresponding line item, click the Promotions & On Invoice Charges tab Save toolbar icon.
• Quantity: Displays the quantity of the transaction line item upon which the program was calculated.
• Amount: Displays the amount of the program as calculated for the corresponding line item.
• Promo Item: Displays the item ID of the freight item item’s total net dollar amount.  
• Program Amt.: Displays the amount of the program as calculated for the corresponding line item.
• Program Group: Displays the Sales Program type, ID and Description. This field is not in the system view.
• Program ID: Displays the Program ID of the Sales Program. This field is not in the system view.
• Program Name: Displays the name of the Sales Program. This field is not in the system view.
• Program Type: Displays the type of the Sales Program. This field is not in the system view.
• Promo Item ID: Displays the item ID that will display on the invoice for the program calculations.
• Rate: This field displays the sales program rate as defined on the sales program record. This field is editable and the Program Amount is re-calculated after clicking Save.
• Unit UOM: Identifies the unit UOM of the item that is affected by the sales program.  
• Item SetUnits: Displays the name of the Item Set assigned to the program to which the corresponding transaction item belongs.Program ID: Displays the Program ID of the program for which the item’s corresponding program calculations were made.total number of units ordered of the item that is affected by the sales program.
• UOM: Displays the UOM upon which the program was calculated.
• Weight: Displays total weight of the item that is affected by the sales program.
• Wt. UOM: Identifies the weight UOM of the item that is affected by the sales program.  

Step 3: Posting the transaction with the On Invoice program

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