All-in pricing
All-in pricing allows you to consolidate multiple revenue lines into a single revenue line with a unified price. This feature is useful when you want to present customers with a simplified pricing structure that combines multiple services into one all-inclusive price.
When you create an all-in line, the system calculates the total amount from all linked revenue lines and sets this as the unit price of the all-in line. The linked lines remain visible in the document but are connected to the all-in line, ensuring price consistency and accurate invoicing.
Set up a service for all-in pricing
Before you can create all-in lines, you need to configure at least one service as an all-in service.
- Choose the Lightbulb icon that opens the Tell Me feature, enter FMS Service, and then choose the related link.
- Open the service card that you want to use as the all-in service.
- Turn on the All-In Service toggle.
The service is now configured as an all-in service and can be used when creating all-in lines.
Block services from all-in pricing
If you want to prevent a service from being included in all-in pricing, you can block it:
- Open the service card.
- Turn on the Blocked for All-In toggle.
Note
A service cannot be both an All-In Service and Blocked for All-In. These settings are mutually exclusive.
Create an all-in revenue line
To consolidate multiple revenue lines into a single all-in line:
- Open a forwarding document (Shipment or Quotation Option).
- Go to the Revenue Lines page.
- Select the revenue lines that you want to include in the all-in pricing.
- Choose the Create All-In Line action.
The system validates the selected lines and creates a new revenue line with the type Revenue (All-in). The unit price of this line is automatically calculated as the sum of all linked revenue line amounts.
Requirements for creating an all-in line
Before creating an all-in line, ensure that:
- The document doesn't already contain an all-in line. Only one all-in line can exist per document.
- At least one of the selected revenue lines uses a service marked as All-In Service.
- All selected revenue lines must have the same invoice currency code. The system validates this requirement and displays an error if lines have different invoice currencies.
If these requirements aren't met, you receive an error message explaining what needs to be corrected.
Understand all-in line behavior
Price calculation
The unit price of the all-in line is calculated as the sum of all linked revenue line amounts, converted to the invoice currency. When you modify the unit price of the all-in line, the system automatically adjusts the line amount of the All-In Service line to maintain the correct total.
Linked lines
Revenue lines linked to an all-in line are identified by the Related to All-In Line No. field. These lines remain visible in the document and are processed together with the all-in line during invoicing and reporting.
Posting date synchronization
The posting date of all linked revenue lines must match the posting date of the all-in line. When you change the posting date on an all-in line, the system automatically updates the posting dates of all linked lines.
Modify all-in lines
The behavior when modifying all-in lines differs depending on whether you're working with a quotation option or a shipment document.
Change the all-in price on quotation options
On quotation option documents, when you modify the unit price of an all-in line, the system:
- Calculates the total amount of all linked lines except the All-In Service line.
- Determines the difference between the new all-in line amount and the total of other linked lines.
- Adjusts the All-In Service line amount to match this difference.
- Calculates the Line Discount Amount and Line Discount % on the All-In Service line.
The discount is calculated as the difference between the maximum line amount (Quantity × Unit Price) and the actual line amount. This discount represents the amount that the All-In Service line is reduced to accommodate the all-in pricing.
Example:
If the All-In Service line has a quantity of 1, a unit price of 1000, but the calculated line amount is 750, then:
- Line Discount Amount = 1000 - 750 = 250
- Line Discount % = (250 / 1000) × 100 = 25%
Change the all-in price on shipments
On shipment documents, the all-in pricing behaves differently:
- The Unit Price and Line Amount of the All-In Service line automatically adjust when the revenues are recalculated.
- Changes occur when:
- The number of containers changes in the booking (affecting quantities on linked lines).
- A different currency factor is applied in the shipment (affecting line amounts in invoice currency).
- Any other modification affects the amounts of linked revenue lines.
When these changes occur, the system:
- Recalculates the quantities and total amount of all linked lines.
- Updates the all-in line unit price to match the new total.
- Adjusts the All-In Service line's unit price and line amount accordingly.
Note
The discount calculation with percentage and amount that applies on quotation options doesn't apply on shipments. Instead, the unit price itself is adjusted directly.
Modify linked lines
When you modify a revenue line that is linked to an all-in line:
- The system automatically recalculates the all-in line price.
- The All-In Service line amount is adjusted to maintain the correct total.
- On quotation options, the discount percentage and amount are recalculated.
- On shipments, the unit price and line amount are adjusted directly.
Delete an all-in line
When you delete an all-in line in a quotation option:
- All linked revenue lines are automatically unlinked.
- The Related to All-In Line No. field is cleared on all previously linked lines.
- If the deleted all-in line used the same service as one of the linked lines, the line discount amount on that service line is reset to zero.
Quotation options and all-in pricing
Quotation options serve as the pricing template for related documents. The all-in price must be established on the quotation option document.
Price management on quotation options
When working with quotation options:
- Create the all-in line on the quotation option document to establish the base pricing.
- Modify the all-in price on the quotation option to adjust pricing. The system calculates discount percentage and amount on the All-In Service line.
- Changes to the all-in price on the quotation option can be propagated to linked documents based on your contract strategy settings.
Price consistency requirements
- When a shipment is linked to a quotation option, changes to the all-in price must be made on the quotation option document, not on the linked shipment.
- If you try to change the all-in price on a document that is linked to a quotation option, you receive an error directing you to make the change on the quotation option instead.
This ensures price consistency between quotation options and their related documents. The quotation option maintains the negotiated all-in price, while shipments reflect the actual quantities and currency factors.
Display all-in lines on outputs
When you generate outputs such as quotations, notices, or invoices, the system displays all-in pricing in a simplified format. Only the all-in line itself is shown to customers, while the individual linked revenue lines remain hidden.
On quotations and notices
When printing or exporting quotations and notices:
- Only the all-in line is displayed with its consolidated unit price and line amount.
- Individual linked revenue lines are excluded from the output, even though they remain visible in the document for internal reference.
- The all-in line shows the All-In Service description and the total amount of all linked services.
This provides customers with a clean, simplified view of pricing without showing the detailed breakdown of individual services.
Example:
If you have an all-in line that consolidates Ocean Freight, Documentation, and Handling services, the quotation shows only one line with the total all-in price, rather than three separate lines.
On sales invoices
When creating sales invoices from documents with all-in pricing, there are two aspects to consider: the invoice lines themselves and how they appear on the invoice output.
Invoice lines (data structure)
When transferring revenue lines to a sales invoice:
- All linked revenue lines are transferred to the invoice, not the all-in line itself.
- The all-in line (Revenue (All-in) type) isn't transferred to the invoice.
Important
When invoicing all-in lines, all linked lines must be added to the invoice together. You can't partially invoice an all-in price - either all linked lines are invoiced, or none of them are. If any linked line isn't ready for invoicing, the system displays an error message: "Not every all-in revenue line is invoicable. Please ensure all related lines are ready for invoicing before proceeding."
Invoice output (report display)
When printing or viewing the sales invoice:
- The invoice report displays the all-in line with its consolidated unit price and line amount.
- The all-in line replaces the All-In Service line in the invoice output.
- Individual linked revenue lines aren't shown separately on the printed invoice.
- Customers see a simplified, consolidated view with one line showing the all-in price.
This design allows the system to maintain detailed line-level data for accounting and reporting purposes while presenting customers with a clean, consolidated invoice format.
Restrictions on invoice lines from all-in pricing
Once sales invoice lines are created from all-in pricing revenue lines:
- Individual invoice lines can't be modified or deleted separately if they're part of an all-in price structure.
- Changes to invoice lines that originated from all-in pricing must be made on the source document (shipment or quotation option), not on the invoice itself.
- To modify or remove lines, you must make changes to the all-in pricing on the source document and then create a new invoice.
This ensures data integrity and maintains the relationship between the all-in pricing structure and the invoiced amounts.
Internal vs. external view
It's important to understand the difference between the internal document view and external outputs:
- Internal view: In the Revenue Lines page, you can see both the all-in line and all linked revenue lines. This allows you to manage pricing, make adjustments, and see the detailed breakdown.
- External view: In customer-facing outputs (quotations, notices, invoices), only the all-in line is shown, presenting a simplified pricing structure.
This design provides flexibility for internal management while presenting a clean, professional appearance to customers.