Create a Fixed Quantity Toll Return 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

1. Open the Sales Contract or Purchase Contract.
2. Expand the required set of contract terms.
3. If the contract is based on analyte pricing:
   1. Expand the Payable Analytes node.
   2. Select the node for the payable analyte.
4. Select the Tolling Details node.
5. Set the Toll Option to None. With this option, the fixed quantity toll returns are specified in the Toll Return table. Any further payable content is invoiced as usual. If the quantities specified in the Toll Return table are greater than the payable content, the invoice displays a negative value.
6. Create fixed quantity toll returns as required:
   1. Right-click in the Toll Return table and select New from the menu.
   2. Complete the following fields as required.
      • Organisation—Select from the organisations and companies defined on the Organisations panel of the Solution Explorer.
      • Source Toll Account—Toll account that will have its balance reduced by the Toll Return Quantity. Select from the toll accounts defined on the Toll Accounts screen and that match the selected Organisation.
      • Destination Toll Account—Toll account that will have its balance increased by the Toll Return Quantity. Select from the toll accounts defined on the Toll Accounts screen and that match the selected Organisation.
      • Toll Return Quantity—Quantity of tolled material that is returned, in the specified unit of measure.
      • UOM—Unit of measure for the toll return quantity. Select from the Mass units defined in the Unit Conversion Editor.
      • Transaction Date—Transaction date for the toll return.
7. Click Save.