Transfering an Order to invoice and losing freight amount

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Posted on by Greg Wartes

1,200

Hello all -

Has anyone ever seen this before? I have an order that includes $XX.XX in freight - the order has been added to a batch, saved, closed, re-opened and the freight still appears on the order. When the order is transferred to an invoice - the transfer is sucessful; however - the freight is taken off the invoice completely. Nothing else about the invoice changes, only the freight amount at $00.00 Not sure why this is taking place?? - any and all help/suggestions would be greatly appreciated.

Many Thanks,

Greg

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Greg Wartes 1,200 on at

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Re: Re: Re: Re: Transfering an Order to invoice and losing freight amount

Thank you - this scenario is for a large distrubution client of ours, only a matter of time before that situation presented itself. Good to know - many Thanks!

GW
Victoria Yudin 22,766 on at

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Re: Re: Re: Transfering an Order to invoice and losing freight amount

Greg,

One important note on this - you can only transfer Totals and Deposits once per transaction. So if you have an order with freight and you partially fulfill it, then check the Include Totals and Deposits box during the transfer to Invoice, when you fulfill the rest of the order checking the Include Totals and Deposits box again will not bring over the freight again. There is no prorating, either, it's an all or nothing option.
Greg Wartes 1,200 on at

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Re: Re: Transfering an Order to invoice and losing freight amount

THANK YOU! I love the simple "check this box," answers! Many thanks -

Gwartes
Community Member Microsoft Employee on at

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Re: Transfering an Order to invoice and losing freight amount

When transferring from order to invoice, you must check the box to include deposits and totals, otherwise you lose the data in the trade discount, freight and miscellaneous boxes.
Bruce Bell 65 on at

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Re: Transfering an Order to invoice and losing freight amount

I have seen this as well. I look forward to a response fom somemone who knows.