Set up an audit master for freight reconciliation

Important

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Applies To: Microsoft Dynamics AX 2012 R3

Note

This topic applies to features in the Transportation management module. It does not apply to features in the Inventory management module.

Use the Audit master form to set up the tolerance level for automatic freight bill matching. When you reconcile freight, you can match freight bills with invoices that have a specified audit tolerance level. If the values that are used for the matching process are in the specified tolerance level, the reconciliation is approved and processed for automatic payment of the invoice. You can create different audit masters for different freight bill types or carrier types.

1. Click Transportation management > Setup > Freight reconciliation > Audit master.

2. Click New to create a new audit master.

3. On the Criteria FastTab, enter the unique criteria for the audit master.

4. In the Sequence field, enter a number to specify the order in which bills are reconciled.

5. On the Tolerance FastTab, select the minimum and maximum values for audit types and tolerance levels.

6. On the Result FastTab, select the reconciliation reason codes for the overage amount and the underage amount.

7. On the Exceptions FastTab, create audit exceptions for the audit master.

Related tasks

Set up freight reconciliation parameters

Technical information for system administrators

If you don't have access to the pages that are used to complete this task, contact your system administrator and provide the information that is shown in the following table.

Category	Prerequisite
Configuration keys	Click System administration > Setup > Licensing > License configuration. Expand the Trade license key, and select the Warehouse and Transportation management configuration key.