Applying Freight Rules for Direct Sales Orders

For direct orders, you can pass along freight charges to the customer, if needed. If vendors charge freight on their invoices to you, then you can pass that freight charge on to your customer by applying a markup percentage to billable freight, expensed freight, or both. If vendors do not charge freight on their invoices, you can set rules to charge the customer freight amounts based on the Vendor Freight Termscontrol maintenance record setting and the total sales amount.

Use the Pass Along Freight To Direct Sales Orderscontrol maintenance record to identify different freight rules that you want to apply to direct sales orders depending on how freight has been entered through A/P Entry:

The first half of the control maintenance record defines how to handle freight when freight has been entered through A/P Entry.
The second half provides details on how to handle freight when no freighthas been entered through A/P Entry.

For information about standard pass-along freight for passing freight charges on to your customers when processing sales orders, see Pass Along Freight Rules.

Note: This pass along freight functionality applies to orders through the Job Management companion product. If freights gets added through Job Management to an order, Eclipse also adds that freight to the order.

To apply freight rules for direct orders:

From the System > System Files menu, select Control Maintenance to display the Control Record Maint window.
In the Filter Description field, type Pass Along and select Pass Along Freight To Direct Sales Orders.
In the Pass Along Freight To Direct Sales Order field, indicate whether to pass along the amount entered in the Freight Amtfield in the header of a payable to any direct sales orders that are reconciled to that payable.

Note: You can do this last after you have the rules you want to use defined.

In the Freight In Markup Percent field, select the percentage you want to use.

When freight amounts are entered into the Freight field in A/P Entry, Eclipse uses this percentage to mark up the amount. For example, if Freight is $100.00 and the percentage is 25%, then freight is marked up to $125.00.

Note:You can use 0% to pass along freight exactly as it is invoiced.

In the Apply Freight Markup To field, select which orders you want to apply freight to:

Billable Only - Adds markup charges only to orders that have billable freight. This setting does not apply to orders that are freight exempt.
Billable and Expensed - Adds mark up charges to all orders. If an orders is freight exempt, freight includes the mark up about posts to Freight In - Expensed.

Use the Vendor Freight Term table to define direct freight rules when orders invoice from A/P Entry when no freight is entered in A/P Entry for the order:

Field	Description
Vendor Freight Term	Select the vendor freight term you want to use to define a new rule. This column populates based on the current Vendor Freight Termscontrol maintenance record settings.
Freight In Amount	Enter the dollar amount you want to use for freight when the order processes through A/P Entry. Note: If using both the Freight In Amount and Freight In Percentage fields, then Eclipse applies both amounts.
Freight In Percentage	Enter the percentage amount you want to apply to the direct order generation sales total when the order processes through A/P Entry. Note: If using both the Freight In Amount and Freight In Percentage fields, then the system adds the percentage of the total order and the freight dollar amount and uses the total for the markup.
Apply Freight To	Select one of the following: Billable Freight Only - Calculated freight applies to orders that are not freight exempt. Billable and Expensed - Adds mark up charges to all orders. If an orders is freight exempt, freight includes the mark up about posts to Freight In - Expensed.
Minimum Freight	Enter the amount you want to use as a threshold to calculate freight. If the calculated freight is less than this field amount, the system uses this amount.
Maximum Freight	Enter the amount you want to use as a threshold to calculate freight. If the calculated freight is greater than this field amount, the system uses this amount.

Use the View Log button to review any changes that occurred in Maintenance Log Viewing.
If you have not already done so, set the Pass Along Freight To Direct Sales Order field to Yes to activate your pass-along freight rules.
Click Save to save your change and exit the window.