Dynamics Community Forum Thread Details

Freight charge not visible in the sales invoice (NAV2015)

Some of our customers do not want freight charges to be visible on the invoice, hence it is included in the sales price of the item.

Q1: Is it possible to exclude freight charges from sales order invoice, customer is not charged for transportation?

Q2: ... with an option to generate and match the freight billing invoice?

Q3: ... and ability to submit the freight invoice and generate an invoice journal in Accounts Payable to the transporter?

I have tried to use Item Charge functionality, but failed since it shows the freight charges as separate line in the sales invoice...

Thank you for any contribution!

Hi LPE

NAV is not very flexible when it comes to manipulating transport costs / invoices. Basically (as much as I've seen in the real world) customers are either charged transport cost as separate line (Item Charge, GL, or Resource), or the transport cost is included in the price - meaning that in a way ALL customers have to pay transport cost. Although there are ways to manipulate it without modifying standard system even if it's not 'pretty'

Q1 - in your scenario it can be achieved by setting different prices for customers or customer price groups (for example, with-tranport and no-transport). Or just set 'invoice discount' for customers that don't pay transport costs.

Q2 - not in the standard system. You'd need to manage that outside of NAV.

Q3 - again, managed outside of NAV. However from NAV2013 onward the ability to copy-paste between NAV and Excel helps people in such manipulations, that is, you can copy data from NAV into Excel, apply templates/Macros in Excel and copy back to NAV journal.

Hope that helps

Robertas

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