Connecting Customer Shipments with the Carrier Invoice

Question

X3 v6.5 p28 
 We receive BP Supplier invoices from various trucking companies that ship our products to distributors. We use dimensions to associate these with a corresponding distributor, but we don't currently have an easy way to connect this transportation expense with a specific shipment. 
 What I'd like to see is a relationship between a customer order/shipment and the invoice from the carrier -- so I can see the product cost in addition to the transportation cost per shipment. 
 I'd like to hear form anyone who has figured this out or ideas on how to approach this. I suspect I can add a field to the table to serve as an additional reference, but maybe there is a better way.

RegularGuy · Accepted Answer

x3v7 has better functionality in this area, its called Advanced Purchase Costing and is one of the main reasons we are going to be upgrading. 
 Right now, you can add complimentary invoices using Purchasing / Invoice / Invoices and using invoice type Complimentary (CMP) 
 Then in lines you would say source is invoice or receipt (depending on your scenario), choose the invoice number/receipt from the other supplier (and corresponding line) and it will revalue the stock to include your new amount. 
 However this method isn't that great because generally you won't be able to receive the goods, enter the supplier invoice and then the complimentary invoice, before the goods are consumed/sold so lots of PO variance. 
 Our implementer tried to mess around with purchase invoice elements to create a liability when the goods were received but we ultimately found it wasn't worth the effort, most of our suppliers are local and we don't have a lot of 3rd party freight so on the ones who do we use BP Supplier Invoice on the freight and go directly to COGs account 3rd party freight, we also try to use EOQ to get free shipping.

Sage X3

Connecting Customer Shipments with the Carrier Invoice

COMMUNITY

COMPANY

PARTNERS

SUPPORT & TRAINING