iDocuments Line Level Freight

First published on: 05/14/2024/11:24 am

User Guide

Overview

Introduction

This document provides an overview of the iDocuments Line Level Freight functionality. 

Based around the SAP options, iDocuments already allows for header level additional costs; it now includes additional line level options.

In SAP, a marketing document allows 3 lots of line freight information to be added; now, iDocuments has the functionality to allow the entry via a selection button and tab to view at any point.

iDocuments settings

A company setting ('Can Use Line Level Freight') is available to turn on the use of the line level functionality in iDocuments.

Any line freight details are now synchronised from iDocuments to SAP only.

Saltbox changes

If populated, marketing documents (purchase orders, goods receipts, purchase invoices, goods returns, credit notes, sales orders, and sales invoices) will pass the line freight details along with the marketing transactions.

Sales order process

Line freight processes are the same. 

After the line details are confirmed, the ‘Line Costs’ button can be used to enter freight.

This displays the line level freight management page with 3 optional lines for each line on the sales order. 

In this example, the same item is entered on the sales order twice, so 6 lines are available for freight.

Press ‘Add Line Costs’ to save and return to the sales order.

Note: The gross amount may no longer balance if the freight is not included. (In this example, -23.50 is the freight amount.)

The details can also be reviewed on the Line Costs tab.

When approved, the details will appear in SAP on the line. Each will take one of the 3 available sets of freight fields.

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