Add Shipping Fees to Sales Document
Manual Assignment
If Customer Shipping Fees are set with Assign Shipping Fee on Document = Manual, shipping fees are not automatically applied when releasing a sales document. Instead, users must manually insert Shipping Fee Lines using the Assign Shipping Fee action.
When clicking Assign Shipping Fees, the Customer Shipping Fee page opens, filtered for:
- Customer No.
- Ship-to Address
- Starting and Ending Date matching the Posting Date
- Currency Code
- Shipping Agent Code
- Shipping Agent Service Code
Users must select the applicable Shipping Fee to apply.
- If no Customer Shipping Fee matches the filters, a message appears:
This allows the user to open the Customer Shipping Fee List and create an applicable Customer Shipping Fee.
Business Rules
- The quantity of the Shipping Fee line is always one, whether it’s an Item, Item Charge, or GL Account.
- If Free Carriage is reached, a message appears and no lines are inserted.
- Only one Customer Shipping Fee Code can be added to a sales order.
- If another Customer Shipping Fee Code is assigned, a confirmation prompt appears, asking the user to confirm the change.
- On the Sales Line, it is possible to check which Shipping Fee Code is applied:
Handling Multiple Shipping Fee Lines
If a Shipping Fee Code contains multiple lines:
- All lines are inserted into the document.
- If multiple lines exist for the same Type and No. but different Calculation Basis, the system applies the cheapest.
- Minimum Quantity must be considered when applying the fee. If met for multiple lines, the cheapest applies.
- If a conflict exists between Free Carriage eligibility and regular fees, the system applies the cheapest option.
- Free Carriage is determined based on the total Sales Document Amount.
- If some lines allow Free Carriage and others do not, only non-eligible lines are charged.
- When summing values across Sales Lines, the system verifies Minimum Quantity.
Example:
- If Calculation Basis = Weight, Minimum Qty = 5, the system sums the Weight across all items.
- If the sum of the Weight of all lines < 5, no Shipping Fee is applied because the Minimum Quantity is not met.
- The same logic applies to other Calculation Bases (Amount, Volume, etc.).
- If one of the Shipping Fee Lines allows Free Carriage and others don’t, then only lines that don’t allow Free Carriage are inserted.
Always Ask Assignment
If Customer Shipping Fees are set with Assign Shipping Fee on Document = Always Ask, the system prompts users to confirm inserting shipping fees upon document release.
When a sales document is released, the system checks if related Customer Shipping Fee lines exist for the Customer No.
If applicable Shipping Fees exist, a confirmation message appears:
If the user confirms, the Shipping Fees page opens, filtered by:
- Customer No.
- Currency Code
- Starting and Ending Date (matching the Posting Date if filled)
- Ship-to Address
- Shipping Agent Code
- Shipping Agent Service Code
If no matching Shipping Fees exist, no message appears.
This confirmation message appears each time the document is released.
Note: Same Business Rules from Manual Assignment will be applied.
Automatic Assignment
If Customer Shipping Fees are set with Assign Shipping Fee on Document = Automatic, Shipping Fees will be selected as follows:
- Validate Customer No., Ship-to Address, Currency Code, Posting Date is between Starting and Ending Date of Shipping Fee, Shipping Agent Code, and Shipping Agent Service Code. If only one Customer Shipping Fee code is applicable, it will be automatically inserted.
- If there aren’t any Shipping Fees with the same Customer No., Ship-to Address, Shipping Agent Code, and Shipping Agent Service Code as the Sales Document, then no line is inserted and no error message appears.
- If there are multiple Shipping Fee Codes with the same Customer No., Ship-to Address, Shipping Agent Code, and Shipping Agent Service Code values and “Insert Shipping Fee Lines” = Automatic, a display message appears, asking the user to select which of the “Automatic” Shipping Fees to insert:
- If there are several Customer Shipping Fees applicable, but only one with “Insert Shipping Fee Lines” = Automatic, then that Shipping Fee Line is automatically inserted (and others are disregarded).
- There can only be one Customer Shipping Fee Code added to the sales order. If users re-do the “Assign Shipping Fees” function, or if the Document is Released and then Re-Reopened, a confirmation message appears if the user chooses another Customer Shipping Fee.
- If Free Carriage is reached, a message pops up. This message appears automatically when releasing the document if there’s only one applicable Shipping Fee. If there’s more than one, and Free Carriage is applicable, it will appear when the user selects the corresponding Shipping Fee.
Note: Same Business Rules from Manual Assignment will be applied.