User change guide

PO Logistics Costs

New procedures for Freight and Tariff estimates, linked invoice actuals, Container Summary, and Cash Flow.

All screenshots use sample data

What changed

POS now keeps estimated Freight and Tariff costs with each purchase order, then uses linked invoice allocations as the actual costs arrive.

Accounts Payable

A separate Tariffs / Duties invoice type identifies customs costs.

Purchasing

The PO Logistics dialog holds estimates, due dates, and linked invoices.

Logistics

Container Summary shows Logistics Costs, Landed Forecast, and the next due date.

Finance

Cash Flow includes one combined Logistics Costs Projection with weekly detail.

No double counting: The original estimate stays available for reference. As invoices arrive, POS uses the amount allocated to that PO and does not add the estimate and invoice twice.
Accounts Payable

Classify Tariff bills

Use Tariffs / Duties for customs-duty and tariff invoices. Continue to use Freight for transportation, drayage, brokerage, delivery, and similar freight bills.

Enter a Tariff invoice

  1. Open AP Invoices → Entry.
  2. Enter the invoice and vendor information.
  3. Select Tariffs / Duties in Invoice Type.
  4. Confirm the detail account and amount.
  5. Attach the invoice and click Create Invoice.
If an AP invoice came from a Logistics Invoice, its type follows the Logistics category. Confirm the type before payment. Do not classify a tariff bill as Freight just because both types may temporarily use the same mapped account.
AP Invoice Entry with Tariffs / Duties selected in the Invoice Type list
Select Tariffs / Duties in Invoice Type. Click the image to open it full size.
Procurement / Purchasing

Enter estimates on the PO

Use the Logistics dialog on a saved PO to record planned costs and to review the invoices already linked to that PO.

  1. Open a saved PO.
  2. Click Logistics in the left action bar.
  3. Enter Estimated amount, Estimated due date, and an optional Note for Freight / Shipping and Tariffs / Duties.
  4. Leave All invoices received unchecked during normal planning. Select it only when no more bills are expected for that category.
  5. Click Save estimates.
Linked invoices appear under the correct category. Allocated to this PO is this PO's share of the invoice, not the full invoice total. Use the link icon to open an invoice when your role allows it.
PO Logistics dialog showing Freight and Tariff estimates and linked invoices
Freight / Shipping and Tariffs / Duties are kept separate in one Logistics dialog. Click the image to open it full size.
Logistics

Review Container Summary

Container Summary adds three columns for planning landed cost and the next expected payment.

  • Logistics Costs shows separate Freight and Tariff forecasts.
  • Landed Forecast is the PO total plus its Logistics forecast.
  • Next Estimated Due is the next Freight or Tariff estimate date that still has a remaining amount.
Hover over Logistics Costs to compare the estimate, allocated invoice actual, and remaining amount. An Unclassified amount means an older linked Logistics Invoice still needs a category.
Container Summary row with Logistics Costs, Landed Forecast, and Next Estimated Due columns
The new Container Summary columns keep the PO and landed-cost forecast together. Click the image to open it full size.
Finance

Use the Cash Flow projection

Logistics Costs Projection combines Freight and Tariff costs into one row. It includes remaining estimates and unpaid linked invoice allocations. Cash Flow subtracts the row when it calculates Available.

Review a weekly total

  1. Find Logistics Costs Projection in Cash Flow Summary.
  2. Click a non-zero weekly amount.
  3. Review the PO, vendor, category, estimate or actual basis, invoice number, due date, due-date source, and projected amount.
Cash Flow Summary with the combined Logistics Costs Projection row
The combined Logistics Costs Projection row.
Cash Flow Logistics Costs Projection detail dialog
Click a weekly amount to see its supporting detail.

How estimates are replaced by actuals

These rules keep the forecast useful as invoices arrive and prevent a shared invoice from being repeated on every linked PO.

While more invoices are expected

The forecast is the higher of the estimate or the allocated actual total.

Remaining estimate

The estimate minus allocated actuals, but never less than zero.

When all invoices are received

Actuals replace the estimate for that category.

After an AP actual is paid

It leaves future Cash Flow but still reduces the remaining estimate.

When an invoice covers several POs

Each PO uses its saved allocation. The full invoice is not repeated.

When a cost is unclassified

Classify the older Logistics Invoice before relying on its category detail.