Shipment Charge Types

The Shipment Charge Types section, within the Operations module, lets you view, create, edit, and delete the charge types used in shipment financial management.

Each charge type can be configured for specific logistics models, transport modes, trade directions, and records.

In this guide

• View the Shipment Charge Types list
• Create a Shipment Charge Type
• Complete its details
• Define where it is active
• Configure automatic display
• Complete the configuration

General workflow

1. View or search charge types from the main list.
2. Select Create Shipment Charge Type.
3. Complete the charge details and financial settings.
4. Define the operational contexts in Active In.
5. Configure where the charge appears in Automatic Display.
6. Select Create to save it.

Shipment Charge Types List

The list displays registered charge types and their main information.

Figure 1. Shipment Charge Types list

List Information

Code

Identifies the charge type within the system.

Product

Indicates the product or concept associated with the charge type.

Modes

Indicates the transport modes in which the charge type is available.

Directions

Indicates the trade directions in which the charge type is available.

List Actions

Search

Finds charge types in the list.

Create Shipment Charge Type

Starts the registration of a new charge type.

Edit

Modifies an existing charge type's configuration.

Delete

Deletes a registered charge type.

Create Shipment Charge Type

The Create Shipment Charge Type option opens a form for registering a charge type and defining when and where it will be available.

Figure 2. Shipment Charge Type configuration

Details

Charge Group

Selects the group to which the charge belongs.

Measurement

Defines the measurement criteria used by the charge.

Container Measurement

Defines the measurement criteria associated with containers.

Accrual Type

Selects the accrual type associated with the charge.

Display Order

Defines the order in which the charge is displayed.

Active

Defines whether the charge type is enabled for use.

Description

Adds descriptive information about the charge.

Accounts Receivable

Defines whether the charge can be used as an accounts receivable concept.

Default Accounts Receivable Currency

Defines the default currency for the accounts receivable concept.

Accounts Payable

Defines whether the charge can be used as an accounts payable concept.

Active In

The Active In section defines the operational contexts in which the charge type is available.

Logistics Models

Defines the logistics models in which the charge is available.

Transport Modes

Defines the transport modes in which the charge is available.

Trade Directions

Defines the trade directions in which the charge is available.

Automatic Display

The Automatic Display section configures where the charge type appears automatically.

Figure 3. Automatic display configuration

Destinations

Selects the record types in which the charge appears automatically: Quotation, Direct, House, Master, and Consolidation.

Directions

Defines the trade directions associated with automatic display.

Actions

Create

Saves the charge type and completes its creation.

Create and Create Another

Saves the current charge type and starts a new one.

Cancel

Closes the form without creating the charge type.

Complete the Configuration

Once created, the charge type is available according to the conditions defined in its configuration.