Configure Tolling for a Sales or Purchase Contract

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

Activity Steps

Open the Sales Contract or Purchase Contract.
Expand the required set of contract terms.
If the contract is based on analyte pricing:
1. Expand the Payable Analytes node.
2. Select the node for the payable analyte.
Select the Tolling Details node.
Set the Toll Option to Toll Account. With this option, the invoice only includes charges related to the analyte, that is, the revenue is not included in the invoice total. For example, the customer sends copper concentrate (25% Cu, 5% Ag, 2% Au, and so on) to a refinery where it is processed to extract the copper, silver and gold. The gold is deposited to the specified toll account owned by the customer, so the customer is only charged for the refining and treatment.
Important: Do not specify returns in the Toll Return table with this toll option.
Select the Toll Account to credit or debit with invoice-based toll transactions for the payable analyte. Select from the toll accounts defined on the Toll Accounts screen and that match the payable analyte, organisation and district in the contract.
Set the Available Date; that is, the date the tolled analyte is to be available in the toll account. Select from:
- Fixed—A selected date.
- Predefined—Predefined functions based on a time period are dependent on despatch or other dates. See Expression Editor Functions - Quotation Period Category for descriptions. For example:
  - MAMA: M1 months after the month of arrival + M2 months
  - MOS: M1 months after the month of shipment + M2 months
- Calculated—Complex calculations can be entered and tested using the Expression Editor.
Click Save.