Shipping Fee Codes

Setup Instructions

  1. Access the Shipping Fees Page
  • Use the search bar to find “Shipping Fees”.
  • This page lists all existing Shipping Fee Codes and their descriptions.
  1. Create or Edit a Shipping Fee
  • Click Edit to open the Shipping Fee Card Page.
  • The card is divided into:
    • Header: General info
    • Lines: Detailed fee components

Header Fields Explained

Field Description
Code Unique identifier for the Shipping Fee
Description Brief description of the fee
Currency Code Currency used for fee amounts

Line Fields Explained

Field Description
Type Choose: General Ledger Account, Item Charge, or Service Item
No. Reference number based on selected Type
Allow Free Carriage Enable free shipping under certain conditions
Description Auto-filled using placeholders: %1 = Calculation Basis, %2 = Unit Price, %3 = Fixed Fee Price
Minimum Quantity Minimum quantity for fee to apply
Calculation Basis Basis for fee calculation (e.g., weight, volume)
Unit Price Price per unit
Fixed Fee Price Flat fee amount
Default Assignment Method For Item Charges, default is “Equally” but can be changed

Rules & Validations

  • No negative values in quantity or pricing fields.
  • Duplicate codes are not allowed.
  • GL Accounts must have Direct Posting = True.
  • Items must be of Type = Service.
  • Description must use placeholders correctly.

Deleting Shipping Fees

  • Cannot delete if linked to Customer or Vendor Shipping Fees.
  • Can delete if no links exist; all related lines will be removed.

Deleting Fee Lines

  • Always possible, even if used in documents. No validation is performed.

Modifying Shipping Fees

  • A confirmation message will appear.
  • Changes will automatically update related Customer/Vendor Shipping Fees.
  • Impacts existing documents using the modified Shipping Fee Code.
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