The freight G/L category is used to set the freight liability G/L code (inventory G/L) and the freight expense G/L code (cost of sale) when creating the customer invoices in A/R or O/P. For job requisitions, the direct cost G/L is used for the freight line items.

Enter or search for the freight inventory category code for this hauler, and the corresponding category code displays. The inventory category codes are set up and maintained in Inventory Control > Category File Maintenance.

If this field is left blank, then the software will look to the Warehouse G/L Department Maintenance for the freight general ledger category.

Enter the non-stock freight item unit of measure (UM); for example:

yd=yard,

ea=each,

pd=pound, and so forth.

Select to post freight to Job Requisition Entry; otherwise, leave this checkbox clear if freight charges for this hauler should not be updated to the job. This is handy for companies who own their own trucks and use this freight amount for budget purposes.

Posting to Job Cost allows these users to accurately calculate hourly time cards for the trucks and drivers involved in the freight charges.

Select Ton if the cost rate is based on load weight or Hour if the cost is based on time.

If you select Ton for your hauler calculation rate, the estimated freight will be fairly accurate and the variance between actual and estimated is small. However, if you select Hour for your hauler calculation rate, these estimates may not be as accurate. Because hourly freight charges are dependent on daily time logs from drivers, the variance between what is estimated from the tickets and what is actually charged by the haulers can be large.

To account for this, the software posts the variance to the job through Accounts Payable, causing an estimated freight going to the job on a daily basis. On a more periodic basis, the actual freight also will be reflected in Job Cost. For example, tickets are imported and posted daily. When the daily time sheets come in from the drivers, say weekly, the Freight Hours Reconciliation screen is used to adjust the tickets to reflect the correct elapsed time. When the invoice comes in from the vendor, the tickets are grouped together and an A/P invoice is created. This invoice contains adjustments for freight variance. These will post to job cost during the A/P invoice update, resulting in the actual freight cost being posted to job cost after the A/P invoices have been created and updated (not necessarily paid).

Invoice dollar limit

Routing code over limit