Can someone tell me a better way than I'm using now to enter additional costs such as freight, brokerage costs etc to an existing receipt. (We set them up so that the payables are still entered in the Payables module like in the old ACCPAC style)

Assume a receipt from an invoice document that has a discount of say 2%. You enter 40 lines, take a 2% discount off the total. Later the freight and brokerage charges come in, which you want to add to the previous receipt to allocate costs to the items. POA will not allow you to select a new vendor for the receipt like it does if you the first time you start a receipt - it makes you adjust the previous receipt and then forces you take the 2% discount on the freight.

If you have the various bits of cost information all available at the start of the receipt entry, you can enter each one separately, which is fine, except invoices trickle in over time for the same receipt.

Are we doing anything wrong here?

Hi, Ed,

When you create the receipt and add a new Detail for your Miscellaneous Charge, click the Vendor Code dropdown that appears underneathe the Detail Type. You should be able to change this to the vendor of your choice. Or, you might create the Misc Charge with the original order and then change this field on the receipt. (Note, that I am referring to the Receipt here and not to the Invoice/Adjustment entry.)

If you turn on the 'Allow Vendor Change on Invoice' option in the Company Profile, you will be able to change the field during the Invoice/Adjustment entry.

The Allow Vendor Change on Invoice fixed that problem. Thank you for your help on that.

The other issue has to do with preventing POA from forcing the discount on any additional costs when the original receipt is entered with a discount on the total receipt vs each line? i.e. This happens when you enter a discount amount on the receipt in the Total section and later enter and additional cost for a new charge you need to prorate such as freight. The supplier offers a discount, but the delivery company does not. The only way I can see is to calculate the discount on each line instead of the total which slows things down quite a bit.

Thanks again

Ed:

Is the delivery charge to a separate vendor or just a misc charge to the vendor you are buying the goods from?

It's to a separate vendor. Shipping charges for example from a freight co.

There's a po, and a series of receipts from the vendor. If you enter the receipt with a discount on the total, every subsequent receipt is handled the same way, so when you want to post the shipping, brokerage or other charges to the po, the system forces you to take a discount on these charges too, which it should not.

I'm thinking that the work-around (I hate work-arounds) is to do line-by-line discounts only - no total discount. But when you have a 500 line po with a 2% discount on the order, this is an aggravating way to enter each line.

Maybe there's a better way to do this.

I think this is okay now. Figured it out.