Condition Management
Understanding and Configuring Conditions
Conditions are critical parameters that can be configured to manage various processes within the forwarding module. The Condition Code Setup offers a robust and flexible framework for managing conditions across various entities.
You can apply the conditions to various entities such as the Customer card, Vendor card, Address card and forwarding setup.
Note
The entities that are supported can differ per field in the Condition Code Setup.
Configuring Conditions in Condition Code Setup (Forwarding)
With Condition Code Setup (Forwarding) you can configure the conditions which are supported in the forwarding module.
Tip
Use the Initialize Conditions action to setup all default conditions with the default configuration.
Note
The system has condition setup pages per modules. Learn more about TMS Condtions and WMS Condtions.
Stackable
In the field of transportation, the term stackable is to indicate if the goods/packages registered in the booking may be placed one on top of the other. The stackable condtion influences the Load meter calculation.
When you configure the stackable condition, the value will be inherited to the Good lines as the default stackable conditon.
The following entities can be used to configure the Invoice Currency Source condition:
- Customer card
- Order type card
- Forwarding Setup
Invoice Currency Source
In freight forwarding, it's often necessary to record the Line amount in one currency while issuing the invoice in another. For instance, if the freight rate is in USD, the invoice might need to be issued in the customer's default currency registerd on the customer card, for example EUR.
The Condition will needs to be configured using a Table relation with the Invoice Currency Source table:
| Code | Description |
|---|---|
| LINE | The Invoice currency will be retreived from the Revenue line. This is the standard behaviour in the system. |
| CUSTOMER | The Invoice currency will be retreived from the Customer Card. |
| LCY | The Invoice currency will be retreived from the Local Currency Code field on the General Ledger Setup. |
The following entities can be used to configure the Invoice Currency Source condition:
- Customer card
- Order type card
- Forwarding Setup
To configure a condition
Choose the
icon that opens the Tell Me feature, enter Customer, Vendor, Address or Forwarding Setup, and then choose the related link.On the card page of the entity you chose, choose the Conditions action.
Select the conditon you need to change, or create a new line.
If you create a new Line, in the Condition Code field, choose the Condition you need to configure.
Select the Value for the conditon.
The condition entry will get a default Priority. If needed you can change the Priority of the entry to give the condition a higher or lower priority.
Inheritance of Conditions
Depending on the condition field, conditions will inherit to the level of the forwarding document, Good line, Cost line or Revenue line. To see which conditions have been applied, choose the Conditions action on the Document header, the Lines FastPane, Cost Lines FastPane or Revenue Lines FastPane.
Tip
To handle exceptions, you can change the value of a condition on a forwarding document or line.
See also
Invoice Currency
Currency - Invoice Currency Source
TMS Condtions
WMS Condtions