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Handling freight costs on PO

S

I’m curious to learn how other clients are using the system to communicate the freight amount to the Receiving department.  

Here is the use case:

  1. The Purchasing team creates a PO and sends to the vendor.  The goods on the PO will ship via Collect with one of our own freight carriers, so the supply vendor will not invoice us the freight. 
  2. The purchasing team knows the amount of freight for this order.  

We’re trying to figure out how to communicate the freight amount within the system so that when our Receiving department receives the order, they know how much to process the Landed Cost transaction for.  

Currently, we’re listing a non-stock FREIGHT item on the PO so that it transfers to the Receipt document.  However, this causes issues to the Accounting team because it creates a receipt accrual for the non-stock FREIGHT item for a vendor that will not be billing us the freight.  

Thanks for any feedback you can provide!

Shawn

    4 replies

    B
    Freshman I
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    • bwaldie
    • Freshman I
    • 10 replies
    • February 18, 2025

    Did you ever find a viable solution to this problem?  We have a similar situation and are looking for options as we prepare for our migration over to Acumatica within the next few months. 

    Manikanta Dhulipudi
    Captain II
    Forum|alt.badge.img+13

    ​@bwaldie You can use the Landed cost functionality to record freight charge

     

    Acumatica Functional Consultant & Customer Experience Supervisor
    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett
    B
    Freshman I
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    • bwaldie
    • Freshman I
    • 10 replies
    • February 18, 2025

    Right, but the problem we have is that we issue a PO to bring material in (stock) and there are cases where we have to also create a PO for the freight vendor to bring that material into the warehouse.
    So we have to say the pickup location on the freight PO is the actual the ship from on the stock vendor where we are getting the material from.

    It’s very convoluted for sure but would like to not have to do a customization for a PO-to-PO scenario.

    V
    Acumatica Employee
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    • vkumar
    • Acumatica Support Team
    • 871 replies
    • February 18, 2025

    Hi ​@skuhnert 

    I have reviewed your requirement. Basically, you want to mention the Freight charges on Purchase order and get that information copied to PO receipt. The freight should not get recorded on PO and should be for information purpose only. 

    • You can keep that information on Purchase order detail line notes. 
    • Enable option ‘Line Notes to Receipt’ on Purchase order preferences screen.
    • This will copy the Line notes to the PO receipt. So the receiving department can decide on how they would want to track the Freight charges.

    Here is the option I am referring to.

    https://help.acumatica.com/(W(1))/Help?ScreenId=ShowWiki&pageid=13d09c43-8696-4f92-ad9b-3d0209ee3d9b

    Hope this helps.

    Regards,

    VijayKumarU
    Chris Hackett
    1 person likes this
    • Chris Hackett
      Chris Hackett

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