Set up a Delivery Term

Security Note: You need the Allow user to maintain delivery terms security right in the Marketing user group security rights group for this activity.

Activity Steps

1. Open the Delivery Term Editor.
2. Right-click in the Delivery Terms field group and select New from the menu.
3. Complete the following fields.
   • Delivery Term—Code for the delivery term.
   • Title Passed—Conditions for when the delivery is considered complete and title has passed. May be used for reporting purposes. Select from:
   • Loaded
   • Unloaded
   • Arrival At Loading
   • At Border
   • Arrival At Destination
   • Payment
   • Control Passed—Conditions that must be met on despatches in order for control of material to have passed from the seller to the buyer.

     The default despatch order (DO) snapshot displays the date that control passes from the seller to the buyer, and whether that date is actual or estimated.

     If a single DO is associated with multiple despatches, only one of the despatches must meet the requirement for control to pass for the DO.

     For aggregated parent despatch orders (APDOs) and consignment parent despatch orders (CPDOs), if control has passed for all the child despatch orders (CDOs), control has also passed for the APDO or CPDO. For split parent despatch orders (SPDOs), if control has passed for the SPDO, control has also passed for its CDOs. See Parent and Child Despatch Orders.

     If control has passed for a source DO, control has also passed for any linked DOs that have the same delivery terms. Depending on linked contract configuration, the delivery terms of linked DOs may be different from the delivery terms of the source DO. For control to pass for the linked DO, the linked DO's delivery term conditions must be met on the despatch associated with the source DO. See Linked Contracts.

     Select from:

     • Loaded—Requires a date for the actual end of loading and at least one bulk transaction, discrete unit movement, opening survey, draft survey or certificate on the loading point. Otherwise, estimated from the planned end of loading, actual start of loading, planned start of loading, actual time of arrival (ATA) or estimated time of arrival (ETA) at the loading route point, bill of lading date, quota end date (only if the contractual source of the quota is defined) or planned despatch date.
     • Unloaded—Requires a date for the actual end of unloading and at least one bulk transaction or discrete unit movement on the unloading point. Otherwise, estimated from the planned end of loading, ATA or ETA at the unloading route point, bill of lading date or planned despatch date.
     • Arrival At Loading—Requires a date for the ATA at the loading point. Otherwise, estimated from the ETA at the loading route point, bill of lading date or planned despatch date.

     • At Border—Requires a date for the ATA at the unloading point. Otherwise estimated from the ETA at the unloading route point, bill of lading date or planned despatch date.

     • Arrival At Destination—Requires a date for the ATA at the unloading point. Otherwise, estimated from the ETA at the unloading route point, bill of lading date or planned despatch date.
     • In Transit—Requires a date for the actual time of departure (ATD) at the loading point. Otherwise, estimated from the estimated time of departure (ETD), ATA or ETA at the loading route point, bill of lading date, quota end date (only if the contractual source of the quota is defined) or planned despatch date.
   • Include Activities—Select from the Service Activity list items defined in the List Editor.
   • Rates Included In FOB Value—In some cases, a service or freight rate needs to be included as part of the FOB value, even if the service is insurance or freight. Select from the Rate Detail Types list items defined in the List Editor.
   • Duty—To what extent duty is paid for the delivery term. Select from the Duty list items defined in the List Editor.
4. Click Save.