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Add Fees in Receipt
I. Usage
The Add fee screen is used to enter accessorial charges or fees to be paid to the carrier.
II. Precondition
- Item with Inventory Type = Other Charge
- Item Cost Type should be Other Charges and Cost Method should be either Gross Unit or Per Unit.
III. Add Fee Process
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1. Go to Transports menu > Transports Load > click New button.
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2. Fill in the Header details.
3. Fill in the Receipt and Distribution details.
4. Select the receipt record where fees need to be added.
5. Click
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the Add Fee grid button. This will open the Add Fee screen for the selected Receipt Link.
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6. Click Insert button to add the fees.
7. Select the fee item and enter the fee details.
- Fee Item – contains list of other charge items.
- Description – this auto populates value based on the selected fee item.
- Receipt Link – this shows the receipt link in Transport Load to which fee needs to be attached for Charges and Invoices.
- Fee Type – contains Fixed Fee and Rate as options. Fixed Fee option will show the fee amount in the Amount column of the Inventory Receipt while Rate option will the fee amount under the Rate column.
- Quantity – this is based on the selected Fee Type. Fixed Fee will show 1.00 by default while Rate will be based on item's cost method.
- Fee Amount – user input with 2 decimal places.
- Total Fee – this will show the product of Quantity x Fee Amount.
- Add to Inventory Cost – this setup will be passed on to the Inventory Receipt and will be posted as inventory cost and unbilled liabilities in GL.
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8. Click Save button. This will save the added fees and will mark the screen as 'Saved'.
9. Close the Add Fee screen.
10. Check the Receipt grid details.
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The Fee Amount column will show the total fee amount for the selected receipt.
11. Add the Surcharge and Freight Rate values.
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12. Click Save then Post button. This will show the message and will tag the transaction as Posted.
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13. Click OK button in the message box.
14. Select the receipt record and
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click Receipt Detail grid button. This will open the posted Inventory Receipt screen.
15. Check the Inventory Receipt details. The details are based on the Transport Load's header and receipt.
16. Click
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the Charges & Invoice tab. This shows the other charges and fees added in the transport load's receipt.
17. Close all the i21 active screens.