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

1. Open the Delivery Terms window.
2. Create a new record.
3. In the Delivery Terms ID field, enter up to three alphanumeric characters for the ID.
4. In the Delivery Terms Description field, enter the description.
5. 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.
6. 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.
7. Optionally, you can right-click, then click Translation and enter translations in different languages for the description in the Basic Data Translation window.
8. Save the changes.
9. To change an existing delivery terms description, search for the delivery terms ID and edit the description. Save the changes.