Setup & Configuration
Shipping Fees
Create and manage the master shipping fee codes that serve as templates for charges.
Creating a New Shipping Fee:
- Navigate to Shipping Fees list page
- Select New to create a fee code
- Configure the following fields:
| Field | Description |
|---|---|
| Code | Unique identifier for the shipping fee (max 20 characters) |
| Description | Descriptive name for the fee (max 100 characters) |
| Currency Code | Currency for all fee amounts (blank = local currency) |
Important Considerations:
- Once created, the currency code flows to all related customer/vendor assignments
- Deleting a shipping fee requires removing all related customer/vendor assignments first
- All tariff lines inherit the currency from the parent fee
Shipping Fee Tariffs
Define the detailed pricing structure for each shipping fee code.
Configuring Tariff Lines:
Navigate to a Shipping Fee card and access the Lines section:
| Field | Description |
|---|---|
| Type | G/L Account, Item (Service), or Charge (Item) |
| No. | Account, item, or charge number |
| Description | Line description (supports variables: %1=Basis, %2=Unit Price, %3=Fixed Fee) |
| Allow Free Carriage | Enable free shipping eligibility |
| Minimum Quantity | Threshold for fee application |
| Calculation Basis | Gross Weight, Amount, or Volume |
| Unit Price | Price per unit of calculation basis |
| Fixed Fee Price | Flat fee amount |
| Default Assignment Method | For item charges only (Equally, By Amount, By Volume, By Weight) |
Tariff Rules:
- Multiple lines can exist for the same type/number with different calculation bases
- 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.
Customer Shipping Fees
Assign shipping fees to specific customers with customized parameters.
You can access the Customer Shipping Fee page from the Customer Card (filtered by Customer No.) or via the Search Bar (no filters applied).
Configuration Fields:
| 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. |
| Document Assignment 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 must be less or equal than 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.
Vendor Shipping Fees
Configure shipping fees for purchase documents from vendors.
You can access the Vendor Shipping Fee page from the Vendor Card (filtered by Vendor No.) or via the Search Bar (no filters applied).
Configuration Fields:
| 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. |
| Document Assignment 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 must be less or equal than 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.
Free Carriage Configuration
Free carriage allows automatic waiving of shipping fees when order values exceed specified thresholds.
Configuration Levels:
- Customer/Vendor Level: Set in Customer/Vendor Shipping Fee records
- Ship-to Address Level: Specific thresholds per delivery location
How It Works:
- Free Carriage is determined based on the total Sales Document Amount.
- If Free Carriage is reached, a message appears and no lines are inserted.
- If some lines allow Free Carriage and others do not, only non-eligible lines are charged.