Shipping Fees

As a IT Manager
I want to configure Shipping Manager to automatically add a shipping fee line to a sales order when the waybill is sent
So that the freight cost charged by the broker is immediately reflected on the sales order without manual intervention

Setup:

1. Go to Shipping Manager Setup.
2. Enable Calculate and Assign Shipping Fee.
3. Ensure at least one Shipping Fee Price record exists for the relevant country/package type/agent combination.
4. When a waybill for a sales order is set to Ready to Send, the system looks up the matching price record and adds a line with the fee item and calculated amount to the sales order.

As a IT Manager
I want to define a specific shipping fee for shipments to Germany using a specific box type with DHL Express
So that the correct fee is automatically applied for this common shipping scenario

Setup:

1. Go to Shipping Fee Prices and choose New.
2. Set Country Code to DE (Germany).
3. Set Currency Code to EUR (or leave blank if using the company currency).
4. Set Package Type to the relevant packaging type (e.g., BOX-S).
5. Set Shipping Agent to DHL and Shipping Agent Service to EXPRESS.
6. Set Shipping Fee Item to the item representing the DHL Express fee (must be a Service or Non-Inventory item).
7. Enter the Unit Price (e.g., 25.00 EUR).
8. Save. When a waybill with these characteristics is set to Ready to Send, this price is applied.

As a IT Manager
I want to configure a shipping fee price record to pull the price from the item card rather than entering a fixed price
So that I only need to maintain the freight price in one place (the item card) and it is automatically used by Shipping Manager

Setup:

1. Go to Shipping Fee Prices and open or create the relevant record.
2. Enable Use Price from Item.
3. Ensure the Unit Price field is 0 (the field validates that it cannot have a value when this option is enabled).
4. Set the item's price on the Item Card using Business Central's standard pricing functionality.
5. When the shipping fee is calculated, the price is taken from the item card rather than the Shipping Fee Prices record.

As a Accounting Manager
I want to define a freight surcharge as a percentage of the order value for a specific item category shipped to a given country
So that freight costs scale proportionally with order value for heavy or bulky product categories

Setup:

1. Go to Sales Special Freight Fees and choose New.
2. Set Type to Freight.
3. Set Item Category Code to the relevant category (e.g., HEAVY-GOODS).
4. Set Country Code to the destination country.
5. Enter the Freight Percentage (e.g., 5 for 5%).
6. Save. When a sales order includes items from this category for this country, the freight surcharge is calculated as a percentage of the line amounts.

As a Accounting Manager
I want to define a flat handling fee for all shipments to a specific country
So that a fixed charge is always applied for orders going to that destination, regardless of order size

Setup:

1. Go to Sales Special Freight Fees and choose New.
2. Set Type to Fee.
3. Leave Item Category Code and Item No. blank (applies to all items/categories).
4. Set Country Code to the target country.
5. Enter the Fee Amount (e.g., 10.00).
6. Set the Fee Currency Code if the fee is in a currency other than the company currency.
7. Save.

Note: Fee Amount can only be entered when Type is Fee. For Type Freight, only Freight Percentage is applicable.

As a IT Manager
I want to configure how Special Freight Fees are determined — by order origin, by customer, or by a combination
So that freight rates reflect the correct pricing agreement for each customer segment or order channel

Setup:

1. Go to Shipping Manager Setup.
2. Set Use Special Freight inherited from:
   • Order Origin — freight rules are looked up based on the Order Origin code on the sales order.
   • Sell-to Customer — freight rules are looked up based on the customer's settings.
   • Customer-Order Origin — looks up by customer first, then falls back to order origin if no customer-specific rule exists.
3. Ensure the corresponding setup (Order Origins or customer freight settings) is configured with the relevant Special Freight Fee associations.

As a Accountant
I want to configure the G/L accounts used when freight and fee lines are posted on sales orders
So that shipping revenue is posted to the correct accounts in the general ledger

Setup:

1. Go to Shipping Manager Setup.
2. Set Freight Acc. No. to the G/L account for freight revenue (used for Freight-type special freight fees).
3. Set Fee Acc. No. to the G/L account for fee revenue (used for Fee-type special freight fees).
4. These accounts are used when the special freight fee lines are posted as part of the sales invoice.

As a IT Manager
I want to associate freight information with a Master Data Information code
So that freight data from item master data is automatically included in the freight calculation via the MDI app

Setup:

1. Ensure the Master Data Information app is installed and active.
2. Go to Shipping Manager Setup.
3. Set Information Code (the Freight MasterData Inf. Code field) to the MDI information code that holds the freight-related data on items or customers.
4. Shipping Manager will use this information code to retrieve freight values from MDI when calculating special freight fees.

Note: This field is only relevant if you use the Master Data Information app in combination with Shipping Manager's special freight functionality.