Enter Costs for a Despatch

This activity is applicable to trains, truck despatches, service trips and shipments. Costs on a despatch can be for service or freight, but not for finance.

Security Note: You need the Allow the user to maintain costs security right in the Contracts domain security rights group for this activity. Depending on the despatch type, you also need the applicable security right:
• Allow train maintenance in the Trains domain security rights group
• Allow truck despatch maintenance in the Trucks domain security rights group
• Allow barge service trip maintenance in the Barge Despatches domain security rights group
• Allow shipment maintenance in the Shipments domain security rights group

Activity Steps

  1. Open the Train, Truck Despatch, Service Trip or Shipment.
  2. Select the Service Charges tab; or for a shipment, the Service Charges sub-tab of the Marketing tab.
  3. Select the Costs sub-tab.
  4. Perform one of the following steps:
    1. To add a cost from a cost template, right-click in the Service Costs table and select Add [Cost Type] » [Cost Template Category] » [Cost Template] from the menu.
    2. To add a new cost, right-click in the Service Costs table and select Add [Cost Type] » New from the menu.

    Note: Costs can also be copied and pasted. See Costs and Service Charges.

  5. Update the Provider for each cost. Select from the organisations and companies defined on the Organisations panel of the Solution Explorer.

    Note: The provider is required before the rate details can be updated.

  6. Update the Activity for each cost. Select from the Service Activity and Freight Activity list items defined in the List Editor.
  7. To add a rate detail to a cost, right-click the cost and select Add To Same Cost from the menu.
  8. Update the following fields as required for each rate detail.
    • Name
    • Rate Detail Basis
    • Value
    • Currency
    • UOM
    • Duration
    • Time Basis
    • Use Calculation
    • Calc Expression
    • Type
    • Pro Rata Option
    • Rate Decimals

    Note: See Cost Templates for descriptions of these fields.

  9. To add a tax to a cost, right-click the cost and select Add Tax To Cost » [Tax Category] » [Tax] from the menu.
  10. To override rates from the applicable exchange rate source, see Enter Fixed Exchange Rates.
  11. To delete a rate detail, right-click the rate detail name and select Delete from the menu.

    If the cost only has one rate detail, the whole cost is deleted.

  12. Click Save.