Overview

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• Program Class Setup
  • To assign to the Sales Program for categorical purposes.
• Item Setup
  • Specifically, an Item to code freight as that will display on the invoice for On Invoice charges/discounts.
• Item Set Setup
  • To assign to the On Invoice program, making all items on this item set eligible for the program to be applied when sold on a Sales Order transaction that is being sold to a customer address at a site with a carrier all also assigned to the program.
• Address Set Setup
  • To assign to the On Invoice program, making the addresses on the assigned Address Sets eligible for the program to be applied to any items sold to them from a site with a carrier that are all also assigned to the program.
• UOM Setup
  • To assign the UOM for any freight rate set to a calculation of $/UOM.
• Site Setup
  • To assign to the On Invoice program, making the sites eligible for the program to be applied to any items sold from them that are also assigned to the program with a carrier that is all also assigned to the program.
• Carrier Setup
  • To assign to the On Invoice program, making the carriers eligible for the program to be applied to any items sold via them that are also assigned to the program from a site that is all also assigned to the program.

Optional Prerequisites

• Set the ‘Enable Real Time Transaction Integration’ Sales Order preference to ‘Yes’

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• Integration setup
  • Setting the Host system integration for SO Invoice to immediate or timed.

Understanding the Data Flow

An On Invoice Sales Program will automatically be applied on any eligible Sales Order transaction, as determined by the program’s assigned Item Set(s), Address Set(s), Site(s), Carrier(s), and date range, and will calculate automatically based on the program’s calculation method and rate for the applicable item set(s). When the On Invoice Sales Program is applied to a Sales Order transaction, it will display as a line item on the invoice. The line item that displays is determined by the ‘Freight Item’ assigned to the applicable item set(s) on the program. Because the program’s calculations are reflected via the ‘Freight Item’, the accounting for this item will be determined by the item’s ‘Accounts’ setup for its ‘Sales’ account and will be posted along with the Invoice. 

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The Customers tab will display all customer addresses with a check box, allowing the user to select the address(es) to assign to the brokerageprogram. Each column within the list is filterable, allowing the user to easily narrow down the addresses that display to select the appropriate address(es) addresses to assign. Once finding an address to assign to the brokerage, select the checkbox that corresponds to the address and click the save grid toolbar icon. This will sort the selected address(es) to the top of the list to easily identify the address(es) currently assigned to the brokerageTo assign addresses to a program, check the check box displayed before the Customer ID and click Mass Update.  This opens the mass update dialog, where addresses can be assigned. Set ‘Assign Addresses’ to ‘Yes’ and click Apply. Also the start date can be assigned on the mass update dialog, but this is not required. Multiple addresses can be assigned to the program simultaneously. To remove addresses from the program, check the check box and click Mass Update toolbar icon. Set ‘Remove Addresses’ to ‘No’ and click Apply. When an address is assigned to a program, the On Program column displays Yes. Addresses assigned to the program are displayed on top of the list view.

Assigning Sites

To assign a Site, open the Sites tab within the Sales Program record.

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The program item will integrate to the host system the same as the other line items on the invoice, so long as the ‘Enable Real Time Transaction Integration’ Sales Order preference SO Invoice integration is set to ‘Yes’immediate or timed.