Rules that put Cost Element charges on sales order lines without anyone typing them: this customer, in this currency, from this site, on these delivery terms, gets freight at 2%.
- Where
- Accounts Receivable › Cost Element › Auto Cost Elements
- Who uses it
- Implementation consultant
- When
- At setup
What it is for
When a line is added to a sales order or a sales order journal (see Sales Order and Sales Order Journal), the system looks here for a matching rule and adds its cost elements to the line. Only rules with Apply On set to lines are used for this.
Every field in plain words
| Field | What it means | What to put |
|---|
| Apply On | Whether the rule is for the whole document or for lines | Pick lines for the automatic sales line charges. A header rule hides the item columns |
Parameters grid (the rule)
| Column | What it means |
|---|
| Base Model, Base Model Value | Who the rule is for: one customer, or a customer cost element group (and the vendor equivalents for purchasing) |
| Item Model No, Item Model Value | Which items: one item, an item cost element group, an item variant, or a sales or procurement category |
| HS Code | The customs code |
| Currency | Required match: the order's currency |
| Delivery Term | Empty for any term, or one term |
| Site | Empty for any site, or one site |
| Cannot Delete | The added charge cannot be removed from the line |
| Cost Elements | Opens the charges this rule adds |
Cost Elements (opened from a rule line)
| Column | What it means |
|---|
| Cost Element, Name | The charge |
| Allocation Base, Allocation Value | How much |
| Currency | The charge's currency |
| Value Drive From, Value Drive From Percentage | Taken from the cost element; the percentage can be changed |
| Tax Zone, Tax Group | Tax on the charge |
| Line Text | Text printed with the charge |
What it is connected to
If something looks wrong
- "Apply On can not be empty" / "Apply On already exists". One record per Apply On value.
- No charge appears on the order line. The order's currency, site or delivery term does not match a rule, or the customer has no cost element group and is not named on a rule.