Enter a Service Charge for a Despatch Order

This activity has the same effect as if you Allocate Despatch Orders to a Contract Rate.

Security Note: You need the Allow the user to maintain despatch orders security right in the Contracts domain security rights group for this activity.

Activity Steps

  1. Open the Despatch Order, or view the despatch order (DO) in its Sales Contract or Purchase Contract.
  2. Select the Service Charges tab.

    Costs and service charges on this tab are in addition to any costs or service charges from the applicable set of contract terms.

  3. Select the Service Charges sub-tab.

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

  4. Right-click in the Service Charges table and select Add Service Charges from the menu.

    The Service Charges screen displays.

  5. Enter the following search criteria as required.
    • Start Date—Limit the search results to contracts with an End Date later than the specified search start date.
    • End Date—Limit the search results to contracts with a Start Date earlier than the specified search end date.
    • Contract Type—Select from Freight Contract, Service Contract and Finance Service Contract.
    • Activity—Select from the Service Activity, Freight Activity and Finance Activity list items defined in the List Editor. Only the activities for the specified Contract Type display.
    • Organisation—Provider of the service, freight or finance. Select from the organisations and companies defined on the Organisations panel of the Solution Explorer.
    • Origins—Locations to match as origins when searching for freight contract rates. Select from the locations defined on the Supply Chain panel of the Solution Explorer. Default: The first available location out of the DO's actual loading location, the DO's planned loading location, or the quota's contractual source.
    • Destinations/Locations—Destinations to match when searching for freight contract rates, or locations when searching for service contract rates. Select from the locations defined on the Supply Chain panel of the Solution Explorer. Default (freight): The first available location out of the DO's actual unloading location, the DO's planned unloading location, or the quota's contractual destination. Defaults (service): The first available location out of the DO's actual loading location, the DO's planned loading location, or the quota's contractual source; and the first available location out of the DO's actual unloading location, the DO's planned unloading location, or the quota's contractual destination.
  6. To include a text string in the search criteria:
    1. Select the method to Search By from Contract Name and Contract Rate Name.
    2. Enter the Search Text. Text searches are case-sensitive with SQL databases with a case-sensitive collation and with all Oracle databases.
  7. For service and freight contract rates, complete the following fields.
    • Preview Reference Date—Date used to determine the applicable rate period, so that rate details can be previewed and total values displayed. Select from Actual Date, Contract Term Start Date, Contract Term End Date, Despatch Order Planned Date and Specific Date.
    • Specific Date—Date used to determine the applicable service or freight contract rate period if Preview Reference Date is Specific Date.
  8. Click Search.

    Contract rates that match the search criteria and the Company (and District if defined) of the sales or purchase contract display.

    Note: If the quantity that has already been allocated to a freight or service contract is greater than the allowed quantity of the contract, the contract rate displays in red text. When selecting a service or freight contract rate, a warning with details of the allocated and allowed quantities displays if:
    • The allocated quantity is already greater than the allowed quantity.
    • The allocated quantity will be greater than the allowed quantity if the contract rate is used for this set of contract terms.
    The validation of allocated quantities is not applicable to finance contract rates.

  9. To preview the rate details of a contract rate, click the Contract Rate name in the Services table to highlight it.

    For service and freight contract rates, the rate details are based on the applicable rate period, as determined from the Preview Reference Date (and Specific Date if required).

    The summary row displays totals if all the rate details have the same rate detail basis.

    Note: If the rate period is associated with a freight contractual quantity, the quantities are validated. A warning with details of the allocated and allowed quantities displays if:
    • The allocated quantity is already greater than the allowed quantity.
    • The allocated quantity will be greater than the allowed quantity if the rate period is used for this set of contract terms.

  10. To add contract rates as service charges to the DO:
    1. Check Selected for each required contract rate in the Services table. Alternatively, right-click in the table and select Select All from the menu.
    2. Click OK.

      Note: Each service charge is created with a single contract rate. However, service charges can be updated to include multiple contract rates if required.

    3. Update the following fields for each service charge if required.
      • Contract Rates—Name of the contract rate.
      • Locations—Locations to which to limit the service charge. Select from the Origins and Destinations of a freight rate, or the Locations of a service rate.

        Important: If no locations are specified, the service charge applies to all route point locations in the despatch route. Therefore, if the route contains two route points, the value is doubled; if it has three, the value is tripled.
        Ensure that the rate calculation filters all route point locations specified in the contract, and also any locations specified at invoice level.

      • Invoice Line Effect—Effect of the service charge on the invoice line item. Select from:
        • Show On Invoice—The value of the service charge displays on the invoice but it does not affect the invoice value.
        • Hide On Invoice—The value of the service charge does not display on the invoice and does not affect the invoice value.
        • Affect Invoice Value—The value of the service charge displays on the invoice and affects the invoice value.
        • As Per Contract Term—The Service Charges Invoice Line Effect specified on the Contractual Invoice Types node of the applicable set of contract terms applies.
      • Include Demurrage—Whether to include demurrage when calculating the invoice amounts for the despatch.
      • Calculate After Payment Conditions—Whether to calculate the service charge after any payment conditions have been calculated. If checked, the service charge is applied to the invoice after any payment conditions are calculated, and therefore, the payment condition calculations do not include the service charge line item. If unchecked, the service charge is applied to the invoice before any payment conditions are calculated, and therefore, the payment condition calculations include the service charge line item. Default: Unchecked.
  11. Click Save.