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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Adding freight charges...
Microsoft Dynamics AX (Archived)

Adding freight charges to sales orders

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Posted on by Community Member

I want to add freight charges to sales orders as we get the actual cost without it being put on the invoice. I do not want the freight charges to show on any documentation that the customer receives as this is information for my company to analyze to see if we need to change our estimated costs for freight. How can I link the freight charge to a sales order without it reflecting on external documents?

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  • Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    What about making a change to your sales price?

    How much do you want to add on top? Where and when do you get the information about the freight charges? Do you want to charge the customer the exact freight or an "average" freight charge?

  • Community Member Profile Picture
    Community Member on at

    Thank you for responding.

    Our sales price is supposed to already reflect freight charges but no one has been monitoring actual freight costs to see if we are accurate. We get the freight charges after everything has been delivered and want to start collecting data on the actual freight charge and tie it to a sales order but not charge the customer and have it reflect on the invoice because the price they received has already been agreed upon. The goal is eventually to either change our prices to reflect the accurate amount (or one that is as close as possible) or to verify that we are bringing in the expected amount of revenue.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi,

    One possibility is adding an automatic charge code that is setup as a % of your price.

    To ensure that the customer is not charged for that you would have to create a second one with the opposite amount (%).

    Once you have those charge codes setup you can post them on specific ledger accounts that you can track in GL.

    The postings on the 'statistical' accounts linked to your charge code can then be used to compare the freigt costs that are incorporated into your sales prices with the actual freight charges that you receive.

    Hope this helps.

    Best regards,

    Ludwig

  • Community Member Profile Picture
    Community Member on at

    Thanks for the suggestion. If I'm following you correctly, in this scenario, it appears we are still not able to tie the freight bill directly to the charge and sales order and it seems like we are doing it twice. Please advise if I'm overlooking something.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi ChristinaH,

    That is right.

    How do you actually envision to attach the actual freight costs to the sales order?

    What I read is that the actual freight invoice will arrive after you already invoiced your customer, right?

    If this is the case then you have to work with estimated freight costs that you include on the SO. Those estimates can be correct or not correct, which a comparison of the ledger postings on the various accounts used will show.

    Would be great if you could elaborate how you would like to have the actual freight costs incorporated.

    Many thanks and best regards,

    Ludwig

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