Integration with Landed Costs

Landed Costs on Transport Management Setup

Tab “Costs” exists on Transport Management Setup, to define setup for Landed Costs on Transport. Also, field “Transport Tariff No.” exists on Numbering tab and action “Transport Tariffs” exists, to setup Tariffs for Transport.

As mentioned on Transport Management Setup, field “Check on Transport Posting” has several options to choose.

These options on “Check on Transport Posting” do the following:

  • “Post when all Order Lines fully applied” - for each Transport Order Line, “Quantity” from the Transport Order Line is compared with the sum of the Quantity on all Shipment/Receipt lines from the Transport Order Lines Application Entries for that Transport Order Line.
    • If “Quantity” from the Transport Order Line is equal or superior than the sum of the Quantity on all Shipment/Receipt lines, Post can be done.
    • If “Quantity” from the Transport Order Line is inferior than the sum of the Quantity on all Shipment/Receipt lines, an error message appears:
  • “Post when all Order Lines partially applied” - Transport Order can only be posted if all Transport Order Lines have at least one related Shipment/Receipt Lines.

  • “Question if all Order Lines partially applied” - For each Transport Order Line, system will compare the “Quantity” from the Transport Order Line with the Sum of Quantity on all Shipment/Receipt lines from the Transport Order Lines Application Entries for that Transport Order Line.

If “Quantity” from the Transport Order Line is equal or bigger than the Sum of Quantity on all Shipment/Receipt line, Post can be done.
If “Quantity” from the Transport Order Line is inferior than the Sum of Quantity on all Shipment/Receipt lines, a question pops-up:

  • If User selects ‘No’, Post is cancelled;

  • If User selects ‘Yes’, Post of Transport Order is made;

  • “Always question” - When user select Post (after first validation of All Transport Order Lines have at least one record on the Transport Order Lines Application Entries), a pop-up question appears:

    • If User selects ‘No’, Post is cancelled;
    • If User selects ‘Yes’, Post of Transport Order is made;

Application Entries

Application Entries are considered a relation between each Transport Order Line with one or more Shipment/Receipt Lines.

That way, on Transport Order, inside Landed Costs menu, an action “Application Entries” exists:

This table contains the following fields:

Field Description
Transport Order No. Specifies the Transport Order No. for which the application entry will apply. Will be filled by default with related Transport Order No.
Transport Order Line No. Specifies the Transport Order Line No. for which the application entry will apply. This Line will lookup Transport Order Lines List, filtered by Transport Order No. and Type = Pick up.
Source Document Type Specifies the Source Document Type of the selected Transport Order Line. It will inherit the “Source Document Type” of the Transport Order Line and it’s non editable.
Source Document No. Specifies the Source Document No. of the selected Transport Order Line. It will inherit the “Source Document No.” of the Transport Order Line and it’s non editable.
Source Document Line No. Specifies the Source Document Line No. of the selected Transport Order Line. It will inherit the “Source Document Line No.” of the Transport Order Line and it’s non editable.
Shipment/Receipt Document No. Specifies the Item’s Shipment/Receipt Document No. for the selected Transport Order Line. Automatically filled when ‘Shipment/Receipt Document Line No.’ is filled.
Shipment/Receipt Document Line No. Specifies the Item’s Shipment/Receipt Document Line No. for the selected Transport Order Line
  • On the “Transport Order Lines Application Entries” page a new action is added “Suggest Transport Application Entries”.

This action will automatically check if a Shipment/Receipt Document is linked to the Transport Order and fill the previous fields.

  • If on Table, Applications Entries already exist, when clicking on action, the following message appears:

Assignment Rules

  • If Application Entries exists on Transport Order related to a Source Sales/ Purchase/Transfer Order, then it’s not possible to delete the Source Document. In this case, an error message pops-up:

  • It’s not possible to undo a Shipment/Receipt line (Purchase Receipt line, Sales Shipment line, Transfer Shipment line) if:

    • Application Entries exists with that ‘Shipment/Receipt Document No.’ and ‘Shipment/Receipt Document Line No.’ In this case, an error message appears:

    • or if Posted Application Entries exists with that ‘Shipment/Receipt Document No.’ and ‘Shipment/Receipt Document Line No.” In this case, an error message appears:

  • If a Transport Order exists, with a Source Document (Purchase or Sales) and the Unit Cost/Unit Price of the Source Document Line is changed, then a message pops-up:

  • If a Document is going to be totally fulfilled (all lines are totally received/shipped and invoiced), and one or more records on the Transport Order Lines Application Entries table exists for that Source Document No. and Source Document Line No., then an error message appears:

When this happens, it’s necessary to Post first the Transport Order and only after that Invoice the document.

Every time the field ‘Quantity’ is changed, or the source line is deleted, a warning is created on the Transport Order (standard behaviour of Transport). This way, if the user wants to accept the change, the Transport Order has to be reopened and re-released. If the Transport Order is released again, the already existing assignments are deleted, and new ones are calculated (standard behaviour of Landed Costs).

Application Entries on Post

If, on Transport Management Setup, boolean “Create Application Entries on Post” is set to True, and no entries are defined, then “Suggest Application Entries” action will be used to create these application entries.

Posted Application Entries

When Posting a Transport Order, it will also Post Application Entries.

These Entries can be consulted on Posted Transport Order –> Posted Application Entries:

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