SHIPPING ESTIMATES: Estimate freight on sales order, but charge actual freight when shipped?

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Posted on by Michael D365

REQUEST: Any guidance on handling scenarios where

We estimate freight during order entry.
Sometimes we need to charge what was estimated, other times we need to charge the actual shipping costs.

DETAILS

Fixed Freight: Charge the amount estimated during order entry.
Prepaid Freight: Estimate freight, show that estimate in the order totals (e.g., order confirmation), BUT
1. Charge the actual freight cost that comes from the freight stations,
2. For example:
  1. At order entry time, merch total =$100, freight estimate = $10
  2. Shipped items via two shipments
    1. Shipment 1 cost = $8
    2. Shipment 2 cost = $6
  3. Customer should be charged
    1. $8 for freight on the first invoice
    2. $6 for freight on the second invoince
Collect: Don't estimate or charge freight, but use the customer's carrier account info for shipping

Other scenarios...We also have the following scenarios

Free Freight: Certain customers get
1. free freight on all orders, regardless of shipping method
2. free freight when shipped via specific shipping method (e.g., 2 day ground)
3. free freight when shipped via a specific shipping method AND the order $ is over a specific amount

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WillWU 22,361 on at

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Hi partner,

Landed cost provides a set of cost functions that handle additional costs that are associated with the shipment of goods. These costs are known as auto costs, and they are applied at the time of initial shipment invoicing by using the estimated cost amount. Each cost type is managed in its own posting. After the actual invoices for overhead costs are posted, the estimated costs are automatically updated to reflect the actual costs.

Additionally, the overhead costs that are associated with the shipment of goods can be invoiced during the voyage from the port of origin or any time after the goods are received. This capability provides greater flexibility for the consumption of goods.

Please check MS document:

docs.microsoft.com/.../landed-cost-vs-tms

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Michael D365 45 on at

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Hi Will,

The need is for customer orders and outbound (capture a freight estimate, update with actual freight cost).

I'm not sure the landed cost capabilities address this need?

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Sal-Va 15 on at

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Hi Michael,

I stumbled on your post as I was searching for some guidance on freight cost estimates vs. actuals. Did you find a solution?

We generally operate in your Free Freight scenario, so what I am trying to do is record a freight cost estimate on the sales order - without charging the customer on the invoice.

Can you offer any insights?

I appreciate your help

Sal

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