Enter Default CDO Settings for a Sales or Purchase Contract

These default child despatch order (CDO) settings are used in quotas and despatch orders created for the contract.

This activity is only required if CDOs will be created for the contract. See Parent and Child Despatch Orders.

Security Note: You need the Allow contract maintenance security right in the Contracts domain security rights group for this activity.

Activity Steps

  1. Open the Sales Contract or Purchase Contract.
  2. Select the Contract Settings node.
  3. If Aggregated Parent Despatch Orders (APDOs) will be created for the contract:
    1. Set the Calculation Method to Aggregated.
    2. Select whether to Invoice Together.

      If checked, only the APDO is available for invoicing. The calculation of the invoice line items depends on the selected Aggregation Method. The APDO can be included in invoice revaluations.

      If unchecked, the CDOs are available for invoicing separately. Multiple CDOs may be selected. The calculation of the invoice line items is based on the contract terms of the selected CDO(s). Only the CDOs can be included in invoice revaluations.

    3. If Invoice Together is checked:
      1. Select the Aggregation Method from:
        • Average—The weighted average of assay results is calculated for each payable analyte and penalty/bonus analyte. The invoice line items are calculated using the quotation pricing and contract terms applicable to the APDO.
        • Sum—The invoice line items are calculated using the quotation pricing and contract terms applicable to each CDO. Line items of the same basis type are added together in a single invoice, which does not display detail per CDO.
        • None—The invoice line items are calculated using the quotation pricing and contract terms applicable to each CDO. The invoice line items display per CDO in a single invoice.
      2. If the Aggregation Method is Average, update the following fields.
        • Bill of Lading Date—Bill of lading date to be displayed on the invoice. Select from:
          • Min—The earliest bill of lading date on the DOs
          • Max—The latest bill of lading date on the DOs
          • Parent Despatch Order—The bill of lading date on the APDO
        • Arrival Date—Arrival date to be displayed on the invoice. Select from:
          • Min—The earliest arrival date on the DOs
          • Max—The latest arrival date on the DOs
          • Parent Despatch Order—The arrival date on the APDO
        • Departure Date—Departure date to be displayed on the invoice. Select from:
          • Min—The earliest departure date on the DOs
          • Max—The latest departure date on the DOs
          • Parent Despatch Order—The departure date on the APDO
      3. If the Aggregation Method is Sum or None, select whether to Only Include CDOs Associated With A Despatch.

        Whether to only include the CDOs that are associated with despatch fulfilment transactions when invoicing the APDO. This allows for progressive invoicing of the CDOs.

        If checked, when the APDO is selected for invoicing, only the CDOs that are associated with loading or unloading transactions (depending on the fulfilment location) are included in the invoice calculations.

        If unchecked, all CDOs are included in the invoice calculation of the APDO, even if the only mass information for the CDOs is from the required quantity.

  4. If Split Parent Despatch Orders (SPDOs) will be created for the contract:
    1. Set the Calculation Method to Split Quantity.
    2. Select when the SPDO will be Split across the CDOs. Select from:
      • After Loading Transactions
      • After Unloading Transactions
      • By Pricing Line—Only applicable for cumulative pricing
    3. Select the Quantity UOM from the Mass units defined in the Unit Conversion Editor.
    4. If Split is After Loading Transactions or After Unloading Transactions:
      1. Select whether to Invoice Together.

        If checked, only the SPDO is available for invoicing; however, the calculation of the invoice line items is based on the contract terms applicable to each CDO. All CDOs must be for the same organisation as the SPDO.

        If unchecked, only the SPDO is available for invoicing before the splitting point. However, any despatch order (SPDO or CDO) is available for invoicing after the splitting point. Multiple CDOs may be selected, as long as they are for the same organisation. The calculation of the invoice line items is based on the contract terms of the selected despatch order(s).

      2. Select whether to Perform Assay Exchange Individually. If unchecked, the assay exchange (contract fulfilment) will be performed only for the SPDO.
      3. Select whether to Adjust In Parent Despatch Order. The adjustment is calculated as:
        Loaded/Unloaded Quantity – Total of Split Quantities

        If unchecked, any adjustment will be attributed to the CDO where Adjustment is checked.

        Note: If Adjust In Parent Despatch Order is unchecked, each SPDO must be edited so that Adjustment is checked for the CDO that is to hold the adjustment.

  5. If Consignment Parent Despatch Orders (CPDOs) will be created for the contract:
    1. Set the Calculation Method to Consignment.
    2. Select the default Consignment Discrete Unit Location for DOs for discrete units if required.

      Location (and discrete unit division if selected) from which CDOs of the CPDO must be loaded for discrete unit movements. Select from the discrete unit locations, discrete unit divisions, and despatch locations defined on the Supply Chain panel of the Solution Explorer. Despatch locations are rail sidings, truck despatch locations, barge terminals and port locations.

    3. Select the default Consignment Stockpile for DOs for bulk materials if required.

      Stockpile from which CDOs of the CPDO must be loaded for bulk transactions. Select from the stockpiles defined on the Supply Chain panel of the Solution Explorer.

  6. Click Save.