You are working in the purchase department and have already learned how to add indirect costs like freight charges to a purchase order and how to add extra indirect costs to a purchase order. The next step is to learn how to set them up, so indirect costs like sea freight, insurance, or customs are added to your purchase orders automatically. Instead of entering these charges manually each time, you can set them up once in master data, so they are filled in based on the shipment method.
Let’s take a look at how you can set this up!
Open Shipment Methods.
Press + New in the top menu.
Enter SEAFREIGHT in the fields Code and Description.
Select the created Shipment Method and press Home > Purchase Elements.
Add a new line and choose SEAFREIGHT in Element Code.
This code was created in a previous HowTo. Therefore, the fields Element Description, Cost Type, Element Account No., and Element Charge Type are filled automatically based on that Element Code.
Open the drop-down menu of the field Element Apply-to and choose Only Selected.
Click Selected Vendors in the top menu.
Enter the Vendor No. of the suppliers for which the Purchase Elements should be applied automatically.
Confirm the changes in the Purchase Calculate Apply to Vendors list by clicking Close.
Back on the Purchase Calculate Default Elements page, enter the Value, e.g. 5, when the price per volume is fixed at 5.
Create a new Purchase Order for a Vendor you entered in step 9 to test the setup.
On the General FastTab, fill in the mandatory fields, including the created Shipment Method Code: SEAFREIGHT.
On the Lines FastTab, add at least one Item line with a Quantity.
In the top menu, click Prepare>Purchase Elements.
Purchase Calculate Document Elements is already filled for Seafreight because of the setup you created earlier. On the Item line, back in the Purchase Order, the Unit Cost Calculated (LCY) is also calculated automatically.
After this setup, indirect costs are added to purchase orders automatically. This saves time, reduces manual work, and helps make sure your purchase costs are complete and consistent.
