Was there ever any response or suggestions for this? I think we have a similar situation where we want to add an estimated/quoted freight charge but not invoice until the shipment is processed.

Hi,

For Customer Orders

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You could use the ‘Collect’ charge option to some extent in customer order, by using Delivery Terms

(When a freight charge is marked as ‘Collect’ it will not be invoiced.)

To do this, you can use a delivery term that is having  ‘Collect Freight Charge’ marked (freight charge not invoiced), initially and then move to a delivery term that allows invoicing the freight if you wish later.

Reason to manipulate the ‘Collect’ toggle using the delivery term is, because IFS does not allow you to amend it straight in the customer order/ charges tab for freight charges.

For Shipment

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If you are delivering via shipment (CO freight replaced by Shipment freight), you can amend the ‘Collect’ toggle without any control from the delivery term, unlike the customer order.

By setting the ‘collet’ toggle to true, you can avoid creating an invoice for the freight.  When you are ready to invoice, you can disable the ‘collect’ toggle in the shipment freight line. If the order lines are not yet invoiced, the invoice created would have the freight line added along with the order lines. If the order line is already invoiced, you can create a shipment invoice just for the freight line.

Hope this helps

Asanka

Thanks so much Asanka, this should work perfectly for our situation.