Enter Delivery Terms
Explanation
This activity is used to enter code values for the terms of delivery you intend to use in your daily work.
This mandatory task is to be performed by a system administrator or an equivalent person.
Delivery terms are employed for both customers and suppliers; they indicate
which delivery terms are valid for transporting. The delivery terms affect the
responsibility and costs for the delivery. You can enter the delivery terms in
different languages and provide translations
of the descriptions. This allows you to maintain different shipment
carriers.
Prerequisites
This activity has the following prerequisites:
- For entering translated descriptions, language codes must be defined.
- If the Collect Freight Charges check box is
to be selected then the Calculate Freight Charges check box must have
been selected first.
System Effects
As a result of this activity:
- Delivery terms are defined for customers and suppliers.
- If a translation of a description has
been entered for a particular language, the translated description will
appear in sessions with the corresponding language code.
- On external reports, the description will be
printed in the customer's or the supplier's language, provided that the
translation exists.
- Customer record defaults appear in the Address/Order Address Info window.
- Supplier record defaults appear in the Supplier/Address/Purchase Address Info window.
- If the Calculate Freight Charges check box
has been selected, this will trigger the freight calculation when entering a
customer order line.
- If the Collect Freight Charges check box
has been selected, this will be the default value when entering a customer
order line and when freight charges are calculated.
Window
Delivery Terms
Related Window Descriptions
Delivery Terms
Procedure
- Open the
Delivery Terms
window.
- Create a new record.
- In the Delivery Terms ID field, enter up to three alphanumeric characters for the ID.
- In the Delivery Terms Description field, enter the description.
- If you want the freight charges to be calculated
automatically, at the time of creating a CO line, select the Calculate
Freight Charges check box.
- If you want to specify the default freight payer for the delivery term,
select an option from the Default Freight Payer drop down
menu.
- If the freight charge is not to be invoiced then
select Collect Freight Charge check box. This can be done when the
freight charge is to be paid to a third party like a freight forwarder, and
not to the supplier.
- Optionally, you can right-click,
then click Translation and enter translations in different languages for the
description in the
Basic Data Translation window.
- Save the changes.
- To change an existing delivery terms description, search for the delivery terms ID and edit the description. Save the changes.