Prorating Freight and Miscellaneous Charges
To prorate freight or miscellaneous charges:
1. In the Invoices window, enter all basic invoice information. See: Entering Basic Invoices. If you are prorating freight, do not check the Create Freight Distribution check box.
2. Enter invoice distributions using the method of your choice: purchase order match, Distribution Set, or manual entry. If you are matching to a purchase order shipment, you have the option of prorating directly in the Match to PO window, without navigating to the Distributions window. If you are matching to a purchase order distribution, prorate freight and miscellaneous charges directly in the Distributions window.
- Purchase order match. In the Match to PO window, check the Prorate check box for the shipments to which you want to prorate charges. When you check the check box, Payables displays the Prorate window.
Payables does not create the proration distributions until you choose Match to save your work. Notice that Payables displays a Proration region for each shipment. If you want to change the proration amounts, uncheck the Prorate check box to clear the amounts. You can reenter the proration amounts by checking the Prorate check box again.
- Distribution Set or manual entry. Choose Distribute to navigate to the Distributions window. Select all distributions you want to prorate to. Select Prorate. Payables displays the Prorate window.
3. In the Prorate window, select Freight or Miscellaneous and enter an Amount. Optionally enter a Description Prefix, if you want to prefix the new distribution descriptions with text of your choice. Payables constructs the descriptions of the distributions by applying the prefix to the description of each distribution you prorated to. The default description prefix is "Created by Proration."
4. Choose OK to have Payables prorate the Amount you entered to the distributions. Payables automatically creates Freight or Miscellaneous distributions.
See Also
Selecting Multiple Records
Prorating Tax
Adjusting Invoice Distributions