Enter Costs for a Despatch Order

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

Activity Steps

1. Open the Despatch Order, or view the despatch order in its Sales Contract or Purchase Contract.
2. Select the Service Charges tab.
3. Select the Costs sub-tab.

   Note: All applicable cost and service charge rate details for the despatch order display on this tab. See Display of Costs and Service Charges.

   If there are budgeted costs applicable to the despatch order, the Budgeted Costs table displays. The budgeted costs in this table are read-only, and may be from:

   • The Service Charges node of the contract terms
   • Budgeted costs entered in the Contract Term Overrides tab of the despatch order
4. Perform one of the following steps:
   1. To add a cost from a cost template, right-click in the Service Costs table and select Add [Cost Type] » [Cost Template Category] » [Cost Template] from the menu.
   2. To add a new cost, right-click in the Service Costs table and select Add [Cost Type] » New from the menu.

   Note: Costs can also be copied and pasted. See Costs and Service Charges. A setting on the Options screen can simplify overriding of contractual cost rate details in despatch orders. See Specify Sales and Marketing Settings.

5. Update the Provider for each cost. Select from the organisations and companies defined on the Organisations panel of the Solution Explorer. For finance service costs, the provider must have their Organisation Role set to Banks.

   Note: The provider is required before the rate details can be updated.

6. Update the Activity for each cost. Select from the Service Activity, Freight Activity and Finance Activity list items defined in the List Editor.

   Note: Finance costs are only applicable to purchase despatch orders, not sales.

7. To add a rate detail to a cost, right-click the cost and select Add To Same Cost from the menu.
8. Update the following fields as required for each rate detail.
   • Name
   • Rate Detail Basis
   • Value
   • Currency
   • UOM
   • Duration
   • Time Basis
   • Use Calculation
   • Calc Expression
   • Type
   • Invoice Scope
   • Pro Rata Option
   • Rate Decimals
   • Loan Amount
   • Interest Rate Series
   • Interest Basis
   • Bank Fee

   Note:

   • See Cost Templates for descriptions of these fields.
   • The Pro Rata Option is only editable for costs in a despatch.
   • For Mirror Cost, see Reinvoice Costs and Service Charges for a Despatch Order.
9. To add a tax to a cost, right-click the cost and select Add Tax To Cost » [Tax Category] » [Tax] from the menu.
10. To override exchange rates from the applicable exchange rate source, see Enter Fixed Exchange Rates.
11. To delete a rate detail, right-click the rate detail name and select Delete from the menu.

    If the cost only has one rate detail, the whole cost is deleted.

12. Click Save.