How to tie SOP tables to AP

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Posted on by Jason Gameon

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We are trying to tie our freight out to make sure we aren't missing any charges. Is there a way to see how much we are paying our carriers and how much we are charging our customers? I am familiar with the frtamnt in the SOP but we are trying to joint GL20000 to the sop tables. any suggestion on the best way to get this info?

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Richard Wheeler 75,848 Moderator on at

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The only way you could do that would be if you had a one to one relationship between your sales orders and your purchase orders. That way your outgoing sales invoices could be tied to your orders and the orders would be tied to your purchase orders and hence the ship/invoice receipts. There are the originating document numbers field in the GL20000 and GL30000 tables but without the SOP/POP commitments you would only have half the numbers.

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L Vail 65,271 on at

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Hi,

If you total the amount charged to your customers, why can't you just use the master ID field in the gl20000 and add up what you have paid your freight vendors. Are you trying to specifically tie charges from carriers to the specific shipment?

Do you have your shipping software, like UPS Worldship, integrated with dynamics?

Kind regards,

Leslie

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Jason Gameon 275 on at

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Yes we are trying to tie charges from carries to specific revenue or sales order. We pass through the charges mostly and wanted to report whether we are making money or losing it. We don't use the traditional carriers as our freight is bulk powder, so I am not sure we can integrate in such a way as worldship.

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Richard Wheeler 75,848 Moderator on at

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As I said previously, you will need the POP to SOP comittement in order to get the one to one relationship. Without that, you can only computer aggregate numbers.

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Just my 2 cents...on the SOP screen there is a field call Freight. In all the accounting books I’ve read, freight is used to describe “in-bound” transportation costs. That is, costs you pay to get the item into the business and carrier cost (shipping costs) to customers is called Shipping. And since your initial post mentioned “how much we are charging our customers”, I assume you’re talking about shipping costs. To track carrier costs per SOP invoice to customer you need to use the Tracking Number field via the user defind button on the SOP screen. The tracking number is then tied to the SOP order in the SOP10107 table.

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Richard Wheeler 75,848 Moderator on at

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In GP, on the purchase order screen the field called Frieght is the expense it was tio ship the goods to your warehouse. On the sales order screen the field call Freight is the income you charge to ship the goods to the customer. Tracking nuimber would be of no use because of several reasons. First, the goods are shipped to you on one shipme t with its tracking number and then you in turn ship it to your customer under another tracking number. To make it even worse, if you haves a PO with mulitple lines and then the goods go out to mulitple customers no you have no tie whatever between the incoming POP and the outgoing SOP documents. If you truly want a direct tie between the two you have to have a line by line comittment between to POP lines and the SOP lines. There is no other way.

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Jason Gameon 275 on at

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I guess you can use the POP number as a tracking number on the SOP order for matching....? I didn't see a lot of options on the POP entry to tie to sop.

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Dudes, I believe the OP is asking how he can know if he’s making or losing money on the “shipping” cost charged to his customers vs what his carriers are charging him. In that case…. I create an sop invoice for my customer and I charge my customer $10, I enter $10 in the freight field on the SOP invoice. I ship it UPS. The tracking number Z123. I enter Z123 in the Tracking Number field via the user defined button. I get my statement from UPS. I see they charged my $12 for Z123. I dump the UPS statement into a user defined table, do a join between the SOP tables using SOP10107 to link the tracking number from his carrier in the UDT and the FRTAMNT in SOP10100 table and see I lost $2 on that shipment. POP is not involved.

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Richard Wheeler 75,848 Moderator on at

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Sounds like you need shipping software for GP and avoid this altogether. How about StarShip from V-Technologies? If not, how does the GL20000 come into play here? It sounds like you already have all you need. The SOP30200 or SOP10100 will have what you charged the customer and your custom table has what UPS charged you linked via the SOP10107 table. There is an originating master number field in the GL20000 table which would be your SOP number but why do you need that?

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Jason Gameon 275 on at

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We code our shipping payables to certain gl accounts that is why I am using the gl20000 table. At time of coding they are using the reference field right now but it isn't working as an index for us. Looks like we need to change our process a bit to be able to tie directly freight charged to customer and freight we paid to deliver. thanks for your help and suggestions.

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