Configuration for Aggregated Parent Despatch Orders
In order for the business rules for aggregated parent despatch orders (APDOs) to apply, the Calculation Method must be set to Aggregated.
The following configuration can be specified for APDOs:
- Whether to Invoice Together by APDO
- Whether to Only Include CDOs Associated With A Despatch
- The Aggregation Method to use when calculating invoice line items
- The Bill of Lading Date to display on the invoice
- The Departure Date to display on the invoice
- The Arrival Date to display on the invoice
Note the results of the following combinations and despatch order selections:
- Invoice Together checked and Aggregation Method set to Average:
- Only the APDO can be selected for invoicing.
- The quantity is the sum of the CDO quantities.
- The quality is the weighted average of the CDO qualities.
- The invoice line items are calculated and displayed per APDO.
- Any overrides applied to the CDOs are not included in the calculations.
- Invoice Together checked and Aggregation Method set to Sum:
- Only the APDO can be selected for invoicing.
- The invoice line items are calculated per CDO.
- Items with the same invoice basis type (for example, a payable analyte or tax) are aggregated.
- The invoice line items display per APDO.
- Invoice Together checked and Aggregation Method set to None:
- Only the APDO can be selected for invoicing.
- The invoice line items are calculated and displayed per CDO.
- Invoice Together unchecked:
- Only the CDOs can be selected for invoicing. Individual or multiple CDOs can be selected.
- The invoice line items are calculated and displayed per CDO.
Some contract terms may be overridden on the APDO or on the CDOs. Note the logic that applies when overriding:
- Quotation pricing—See Override Contractual Quotation Pricing for a Despatch Order.
- Assay rules—See Override Contractual Assay Rules for a Despatch Order.
- Contract charges—See Add a Contract Charge to a Despatch Order.
- Costs and service charges—See Override Contractual Costs and Service Charges for a Despatch Order
- Demurrage/despatch conditions—See Override Demurrage/Despatch Conditions for a Despatch Order.
- Invoice fields—See Override Invoice Fields for a Despatch Order.