Approve Intercompany Freight

Intercompany Freight is available on Purchase Orders when a selected Site will provide hauling services and transport Items from the Vendor to your location. The Hauling Site will approve and recognize the Intercompany freight charge as Revenue. The Receiving Site will allocate the freight charge based on weight or value during the receiving process for accurate Weighted Average Cost on received Items.

Functionality

Available if enabled by navigating to Merchant Ag FIN and selecting a Intercompany Freight Revenue GL account in Admin > Installation > Access Parameters > IN > General Ledger tab.

To create an Action Item for Declined Intercompany Freight, select Access Parameters > PO > Create Action for Declined Freight Approvals.
Access
Grant permission to User Profiles in Access User Profiles > select a User Profile > Security > Purchasing > Approve Intercompany Freight

Steps for using Intercompany Freight

Receiving Site

  1. Create a Purchase Order with Intercompany Freight selected as the Freight Carrier
  2. Receive the Purchase Order
  3. Update Freight Amount on Purchase Order if declined
  4. Receive the Purchase Order

Hauling Site

  1. Provide freight services for the Receiving Site
  2. Approve or Decline Intercompany Freight Amount

 

Populate the POs Grid

Enter the Hauling Site ID or select F12 to search.

Enter the Operator ID of who is Approving Intercompany Freight or select F12 to search.

Use the drop down list available in Approval to select the Freight approval status. Select either

  • All
  • Approved
  • No Approval
  • Declined

Click to list all POs that match the Approval status selected and have Intercompany Freight selected as the Freight carrier on the Purchase Order.

 

Approve or Decline Intercompany Freight

Click into the Status field and use the drop down list to select Approved or Declined.

The PO column indicates the Purchase Order number.

If the a Load ID, also known as Release Number, is associated with the Purchase Order, it is included.

The total Weight for the Purchase Order is provided.

Created and Approved are date fields retrieved from the PO.

The receiving Site ID is listed.

The Amount of freight added to the PO for Intercompany Freight is displayed.

Click OK when all line items are set to approved or declined. Items without a Status remain on the grid.