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[Tom Feldmann]

Hi,

Is there anything in base NAV (I’m using 2016 for reference) that allows you to put expenses, such as freight, on sales orders/invoices and link them up to purchase orders/invoices?  To clarify,  here’s an example of what I mean.

We get a monthly bill from a freight company, such as FedEx, with a list of shipments we did for the month.  I would like to associate those costs from our freight and link that up with the shipments we sent out to our customers somehow so that particular shipment has a better appreciation for the costs involved.    I know you can do cost allocations but that’s just costing against specific items and we might send out non inventoried items like tools or employee expensed items that I’d like to associate the freight cost to the project.  I know there’s also the jobs functionality in the system but that seems like it’s overkill for this.  I’d like the system to be able to match up the purchase order/invoice that we create to pay our monthly freight bill and link it to the sales orders affiliated somehow.  

How does your company link up freight costs on shipments to what you get invoiced?  Do you do your match ups manually?

I’ve been trying to think of a way we can record that information and I’m at a loss.  I know if I created a part # for freight and linked it against a Sales/Purchase order we could capture those costs and apply them to the project and be able to determine what purchase orders were affiliated with the bill but that seems like a huge overkill of system work.?  Any ideas?

I know this is a pretty loaded question but any tips would be great.

Thanks

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Tom Feldmann
TechniBlend
New Berlin WI
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[David Wiser]

You could try the Charge(Item) line type on the purchase invoice.  When you enter the invoice to the freight company, use type=Charge(Item) and a code you would create.  Then you would need to assign the charge to the sales shipments that you want to assign to and post.  This will add a line to the value entry table and basically increase the cost amount of the item sold.  Unfortunately, is does not work with non-item transactions.

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Dave Wiser
Controller
Beckwith & Kuffel
Seattle WA
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[Franz Kalchmair]

you could use charge(item) lines in the purchase invoice. but that will only work with inventored items.
i know that there are addons, which provide charge also for other types (not inventored items, resources, …).

maybe following could be a solution.
create a kind of a dummy item, type=inventory, not service. otherwise not usable for assigning the charge(item) line. set no cost, no price, no vat, stockout warning=no., name=”freight cost’. 
add an item line to the purchase invoice containing that new item.
now add the charge(item) line, select that kind of charge you need, assign that line to the new item line. 
maybe not the best solution, but a quite simple one and could be enough good for you.

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Franz Kalchmair
Microsoft MVP
Senior Consultant
Vienna, Austria, Europe
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