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Adding a Freight Bill to the Shipment

Distributor steps for adding a freight vendor bill to a purchase shipment in Encompass so freight costs land on the same shipment. Purchase must be un-confirmed first. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Pre-Conditions

If there is already a purchase/invoice for Freight and Product, then on Shipment, Other Cost invoice method can be used

Steps

How to Add Freight Bill to the Shipment

  1. Using Universal Search, navigate to the Purchases table
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  2. Apply filters to locate a specific Purchase and click the Arrow icon to view
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    ​NOTE: Purchases in Confirmed status must be un-Confirmed in order to add a Freight Bill to the Shipment
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  3. Click Add Purchase
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  4. Select the Freight Vendor
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    ​NOTE: When selecting a vendor, it should be an Inventory vendor. Verify by checking the field for Trans Type=Inventory
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  5. Enter values to all required and applicable optional fields displayed and click the ‘Add Record’ button when complete
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    ​NOTE: Make sure Trans Type is set to Inventory
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  6. Change the On Invoice method of Freight to 'Same Shipment'
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  7. Enter the Freight Amount and click Save Changes

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