SAP Business One Consultants: Transportation Industry Implementation Example

In this publication we would like to introduce cargo shipping or transportation industry setup example.  The proposed logic is available out of the box and could be improved by SB1 queries, including additional fields into standard reports as well as adding some custom Crystal Reports or Excel reports

1. Agent Settlement Report.  It is often the case that you work with agents and these agents are both customers and vendors.  At the end of the month, or on the timely base you are setting their customer and vendor invoices and either send them the payment or cut the check or create credit memo if balance is negative.  You should be able to decide which transactions are ready for settlement and which should wait the next settlement time.  The result of the settlement is so-called agent settlement report, plus you would like to have historical settlement querying functionality
2. Agent Settlement as Internal Reconciliation for multiple business partners.  This feature is new and introduced in SB1 version 2007.  What you do here is select two business partners: one is Agent as Customer and another one is Agent as Vendor.  Internal reconciliation for multiple partners then goes into the history and becomes the construction, linking customer and vendor docs matching, you can create either SB1 query or use existing reconciliation reports with added fields to provide required info
3. Sales and Purchasing Invoice details on Agent Settlement report.  If you need additional details, such as invoice lines or items, then simple way is creation Agent Settlement Report in Crystal Reports
4. Bill of Lading Report.  We recommend you to review pick and pack functionality in SB1 to check in items into containers and consolidated shipment with House and Master Numbers.  Items packed in boxes could be good prototypes for Bills of Lading.  As Bill of Lading may vary in its form and information required, please prepare your formalized version for further discussion with SB1 consultant