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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Report for shipping ch...
Microsoft Dynamics RMS (Archived)

Report for shipping charges

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Posted on by scott00m 50

I cannot seem to generate a report that shows shipping charges.  When I use the shipping log report it just comes up blank.  I choose my dates for the entire year, charge not equal to 0, and set my carrier equal to the one I use.  When doing the sale on the pos side I set my carrier & service, the check the override box and enter my shipping charge.  Any suggestions?

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  • Suggested answer
    RMS Wizard Profile Picture
    RMS Wizard 1,205 on at
    RE: Report for shipping charges

    When you process a shipping record using Ctrl-Shift-F8 a shipping date is added to the record. You can then run the Shipping Log report by ship dates to view records for that period. To view total charges, click the Grouping icon in report toolbar and select "Group first column".

    If you recently marked the pending records as shipped, the records will all have the same ship date. To sum shipping by transaction dates, you would need a custom report designed to extract the shipping charge from transaction records rather than the shipping log.

  • scott00m Profile Picture
    scott00m 50 on at
    RE: Report for shipping charges

    Yes, thank you, that works.  Now that these are showing up in the report is there a way for me to generate a report that totals all my shipping charges for a specified time period?

  • Verified answer
    RMS Wizard Profile Picture
    RMS Wizard 1,205 on at
    RE: Report for shipping charges

    To use the shipping log feature run Store Operations Manager, Database, Shipping Carriers, add a carrier, Properties, and define Services such as Ground or 2-day by price or weight charts. In POS press Shift-F1 to add shipping to a transaction and select the service required (ground, 2-day, etc.). This creates a pending shipment record. When the item is packed and ready to ship, run POS, press Ctrl-Shift-F8 and process the pending shipment record. This creates a shipping log for the Shipping Log report.

    If you defined carrier services but haven't been using Ctrl-Shift-F8, there will be a list of pending records to process. If services were never defined, you have been adding a shipping charge to a transaction without a shipping record to process. In that case you'll need a modified report to show total shipping charges for the transactions.

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