Post Handling Fees

Handling fees are of two types

Receipt fee for the work of receiving items into the warehouse. This is posted from a closed Storage Receipt Agreement, when items are received into
Shipment fee for the work of shipping items out of the warehouse. This is posted from a closed Storage Shipment Agreement

The journals used in the invoicing process are called Project Journals, but in earlier versions of Business Central they were called Job Journals. → In this documentation, these are simply called “journals”.

Process

On both types of Storage Agreement cards, the actions needed are located under Job Journal management section part of the action ribbon:

Post a Receipt Fee

For a posted Storage Receipt Agreement, a receipt fee is posted with the following procedure:

Creating a Journal

Run action Create Job Journal for Handling Fees on the agreement card.

If the Customer does not have a Project card, a message will be shown. In that case

Create a Project card for the Customer, see chapter Create a Project for Invoicing Storage
Then retry the method

When the project journal batch has successfully been created…

The list Project Journal Batches will pop up, user can click on the newly created batch to view the entries
The counter for unposted journal lines will be updated in the storage fee factbox on the agreement

Posting a Journal

The newly created journal line(s) can be posted right away, but the user might also want to keep them in the journal and post them later. Or possibly the journals would need to be posted by another user with a permission to post.

To be able to post the journal afterwards, the journal lines can be found either by clicking on the figure in No. of Unposted Job Journals in the Storage Agreement Job Factbox - or by finding the Journal Batch in the traditional way, through the search field on the menu.
When the Journal Batch has been opened, select Post under menu item Post

What happens after posting of the receipt fee?

A Project Planning Line has been created that will be used when the invoice is created.
A Project Ledger Entry was created, with Entry Type = Usage, for the work done for the customer.

Post a Shipment Fee

The process is exactly the same as described above for receipts, except…

Use card Storage Shipment Agreement, which has been posted, i.e. has Status = Closed
The item number used is the Shipment Fee Item No. on the Location card.

Storage Agreement Job Factbox

From both Storage Receipt Agreement and Storage Shipment Agreement there is a factbox that shows if there exist entries for warehouse fees.

No. of Unposted Job Journals - if there is a figure here, it tells that there entries have been created, but posting was not done.
No. of Job Ledger Entries (Usage) - these are the usage entries already posted. For each of those, the system has probably also created a Job Planning Line
No. of Job Ledger Entries (Sale) - these are entries that have already been invoiced

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