Core Processes
Sales Workflows
Applying Shipping Fees to Sales Quotes, Orders, and Invoices
The app supports three methods for applying shipping fees to sales documents:
| Method | Description | Process |
|---|---|---|
| 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. | 1. Open the sales document 2. Click Assign Shipping Fee action 3. 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 4. Select the applicable fee 5. System inserts fee lines |
| Automatic Assignment | When set to Automatic, fees are applied during document release without user intervention. | |
| 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. |
Business Rules:
- The quantity of the Shipping Fee line is always one, whether it’s an Item, Item Charge, or GL Account.
- 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.
Releasing and Reopening Sales Documents
On Release:
- System checks for applicable shipping fees based on configuration
- Applies fees according to assignment method (Automatic/Always Ask)
- Validates free carriage targets
- Calculates fees based on document totals
On Reopen:
- Existing shipping fee lines remain
- Can be manually adjusted or removed
- Re-release will recalculate if configuration changed
Free Carriage Handling in Sales
The system provides intelligent free carriage management:
- Threshold Checking: Compares document amount against target
- Automatic Waiving: Removes fees when threshold met
- Partial Application: 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.
Calculation 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.
Converting Sales Quotes to Orders/Invoices
When converting documents:
- Shipping fee lines transfer automatically
- Assignment methods carry forward
- Free carriage is re-evaluated
- Currency and pricing remain consistent
Purchase Workflows
Applying Shipping Fees to Purchase Quotes, Orders, and Invoices
This process is fully mirrored on the purchase side when setting up Vendor Shipping Fee.
Purchase workflows follow the same three assignment methods as sales:
- Manual: User-initiated via Assign Shipping Fee action
- Automatic: Applied during document release
- Always Ask: Prompts for confirmation on release
Key Differences from Sales:
- No ship-to address filtering (vendor location fixed)
- No shipping agent configuration
- Simplified fee structure
Releasing and Reopening Purchase Documents
Follows same logic as sales documents:
- Fees applied based on vendor configuration
- Free carriage validated against purchase total
- Recalculation on re-release
Free Carriage Handling in Purchases
Vendor-specific free carriage targets work identically to customer settings:
- Minimum purchase amount to waive fees
- Currency-specific thresholds
- Automatic calculation on release
Converting Purchase Quotes to Orders/Invoices
Conversion process maintains:
- All shipping fee lines
- Original calculation basis
- Fee assignments and methods
General
Deleting and Modifying Shipping Fees
Modification Rules:
- You can rename or delete customer shipping fees.
- Changes won’t affect already released documents.
- Master shipping fees cannot be deleted if assignments exist
Impact on Documents:
- Released documents retain original fees
- Open documents can be updated manually
- System displays warning messages for existing lines