Assigning Shipping Fees to Customers and Vendors
This page explains how to assign shipping fees to customers and vendors in Bricklead’s Shipping Fee app for Dynamics 365 Business Central.
Assigning Shipping Fees to Customers
Accessing the Page
You can access the Customer Shipping Fee page:
- From the Customer Card (filtered by Customer No.)
- Via the Search Bar (no filters applied)
Fields to Configure
| Field | Description |
|---|---|
| Shipping Fee Code | Select the applicable shipping fee code. |
| Shipping Fee Description | Auto-filled based on the selected code. |
| Customer No. | Customer to whom the fee applies. |
| Ship-to Address | Specific delivery address for the fee. |
| Free Carriage Target | Minimum amount to qualify for free shipping. |
| Currency Code | Inherited from the fee code (non-editable). |
| Shipping Agent Code | Carrier for which the fee applies. |
| Shipping Agent Service Code | Specific service level (e.g., express). |
| Starting/Ending Date | Validity period for the fee. |
Inserting Shipping Fee Lines
| Document Type | Options |
|---|---|
| Quotes, Orders, Invoices | - Manual: User inserts fee line manually - Automatic: Fee line added when document is released - Always Ask: System prompts before inserting fee line |
Business Rules
- Start Date ≤ End Date
- Combination of Shipping Fee Code, Customer No., Ship-to Address, Shipping Agent Code, and Service Code must be unique.
- Fees are applied only if all fields match the sales document.
- Blank fields in the fee setup will prevent application if the corresponding document field is filled.
Modify/Delete
You can rename or delete customer shipping fees. Changes won’t affect already released documents.
Assigning Shipping Fees to Vendors
Accessing the Page
You can access the Vendor Shipping Fee page:
- From the Vendor Card (filtered by Vendor No.)
- Via the Search Bar (no filters applied)
Fields to Configure
| Field | Description |
|---|---|
| Shipping Fee Code | Select the applicable shipping fee code. |
| Shipping Fee Description | Auto-filled based on the selected code. |
| Vendor No. | Vendor to whom the fee applies. |
| Free Carriage Target | Minimum amount to qualify for free shipping. |
| Currency Code | Inherited from the fee code (non-editable). |
| Starting/Ending Date | Validity period for the fee. |
Inserting Shipping Fee Lines
| Document Type | Options |
|---|---|
| Quotes, Orders, Invoices | - Manual: User inserts fee line manually - Automatic: Fee line added when document is released - Always Ask: System prompts before inserting fee line |
Business Rules
- Start Date ≤ End Date
- Combination of Shipping Fee Code and Vendor No. must be unique.
- Fees are applied only if all fields match the purchase document.
- Blank fields in the fee setup will prevent application if the corresponding document field is filled.
Modify/Delete
You can rename or delete vendor shipping fees. Changes won’t affect already released documents.