Limit the Applicability of a Charge

Security Note: For a contract charge template, you need the Allow the user to maintain contract charge templates security right in the Contracts domain security rights group for this activity. For a contract charge or payable analyte charge in a set of contract terms, you need the Allow contract maintenance security right in the Contracts domain security rights group for this activity.

Activity Steps

1. Open the contract charge or payable analyte charge in the Contract Charge Templates, Sales Contract or Purchase Contract.
2. Complete the following fields in the Conditions field group as required.
   • Products—If you specify products, the charge is only calculated for despatch orders with those products. This condition is mainly used when the price calculation is not being calculated based on the payable analyte. Example: The contract product may be copper concentrate, but a payable percentage could be applied to any gold in the material. Select from the products and brands defined on the Material panel of the Solution Explorer.
   • Contract Products to Use—Determines how the Products (if specified) are interpreted as a filter for the charge. Select from:
   • Use Nominated or Actual (default)
   • Use Nominated and Actual
   • Use Nominated Only
   • Use Actual Only
   • Use Reclassification—The charge is only applicable to despatch orders on a despatch with a reclassified product set to one of the selected Products of the charge. See Reclassify Products for a Despatch.
   • Use Quality—The charge is only applicable to despatch orders with Quality in the despatch order details set to one of the selected Products of the charge. See Edit Despatch Order Details.
   • Destinations—If you specify locations, the charge is only calculated for those locations in the despatch route. Select from the 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.
   • Destinations to Use—Determines how the Destinations (if specified) are interpreted as a filter for the charge. Select from:
   • Use Nominated or Actual (default)
   • Use Nominated and Actual
   • Use Nominated Only
   • Use Actual Only
   • Invoice Types—If you specify invoice types, the charge is only applicable to those invoice types. Select from the invoice types defined on the Invoice Types screen.
   • Delivery Terms—If you specify delivery terms, the charge is calculated only for despatch orders with those delivery terms. Select from the delivery terms defined in the Delivery Term Editor.
   • Optional Method—Determines how the charge will be included in the invoice. Not applicable to a payable percentage. Select from:
   • Mandatory—The charge will automatically be included in the invoice.
   • Optional: Off by default—The charge may be included in the invoice; however, will need to be selected manually at invoice creation.
   • Optional: On by default—The charge will be included in the invoice; however, may be deselected manually at invoice creation.
3. For an umpiring charge in a set of contract terms, complete the following fields if required.
   • Umpires—Select from the organisations and companies defined on the Organisations panel of the Solution Explorer and that have the Organisation Role of Umpires.
   • Analytes—Select from the analytes defined on the Quality panel of the Solution Explorer.
4. Click Save.