In our previous blog post on FOB point, we had discussed about setup of FOB in Sage 300. Setting FOB Point in Sage 300 ERP
In addition to this, we will discuss about how we can use FOB in Sage 300. Sage 300 has the functionality of applying the FOB Point to the Sales Order, Shipment and the Invoice from O/E Transactions.
New Stuff: Migrate Open Sales Orders from Sage 100 ERP to Sage 300 ERP
FOB Point used from O/E Order Entry Screen:
To access the O/E Order Entry Screen, the user needs to follow the below path.
Order Entry -> O/E Transactions -> Order Entry
- When the user selects the Customer No. from the finder or enters the Customer No. and press the “Tab” Key, the FOB Point stored at the customer level is carried over to the FOB Point under the Customers tab in Order Entry Screen.
- The user changes the Template code or click on the Template code finder; the FOB point for the selected Template Code is set to the FOB Point under customer tab.
- As shown in the above screenshot when the user selects the Template code as “BAY” the Default FOB Point is applied to the Order i.e. “Portland, OR”.
- The user selects/changes the Ship-To-Locations or click on the Ship-To-Locations finder; the FOB point for the selected Ship-To-Locations is set to the FOB Point under customer tab.
- As shown in the above screenshot when the user selects the Ship-To-Location as “WAREHS” the FOB Point is applied to the Order i.e. “Warehouse to Local Port”.
FOB Point used from O/E Shipment Entry Screen:
To access the O/E Shipment Entry Screen, the user needs to follow the below path.
Order Entry -> O/E Transactions -> Shipment Entry.
- When the user selects the Customer No. from the finder or enters the Customer No. and press the “Tab” Key, the FOB Point stored at the customer level is carried to the FOB Point under the Customers tab in Shipment Entry Screen.
- The user changes the Template code or click on the Template code finder; the FOB point for the selected Template Code is set to the FOB Point under customer tab.
- The user selects/changes the Ship-To-Locations or click on the Ship-To-Locations finder; the FOB point for the selected Ship-To-Locations is set to the FOB Point under customer tab.
- As the Ship-To-Locations is set at the end, the FOB Point is set for the selected Ship-To-Locations rather than Customer or Template Code.
FOB Point used from O/E Invoice Entry Screen:
To access the O/E Invoice Entry Screen, the user needs to follow the below path.
Order Entry -> O/E Transactions -> Invoice Entry.
- When the user selects the Customer No. from the finder or enters the Customer No. and press the “Tab” Key, the FOB Point stored at the customer level is carried to the FOB Point under the Customers tab in Invoice Entry Screen.
- The user selects/changes the Ship-To-Locations or click on the Ship-To-Locations finder; the FOB point for the selected Ship-To-Locations is set to the FOB Point under customer tab.
- As the Ship-To-Locations is set at the end, the FOB Point is set for the selected Ship-To-Locations rather than Customer or Template Code.
The user can change the FOB Point to any location from the Default FOB Point that is carried down from various screens to the Order/Shipment/Invoice Screens.
We can add FOB points and various places and use it while generating Order, Shipment and Invoice.
So, it will be very useful to set FOB Point while placing Order/Shipment/Invoice.
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