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Use this form to specify the terms of delivery used by the company accounts, customers, and vendors. The terms of delivery specify the conditions for an item's transfer from seller to buyer; terms of delivery are used on sales orders and purchases orders. International terms are used, for example, FOB (freight on board), CIF (carriage, insurance, and freight), and so on.

You can specify the terms of terms of delivery that are used in the following circumstances:

  • Setting the conditions for change in ownership of the transferred goods from seller to buyer.

  • Specifying the location of taxation.

(USA) In countries/regions such as the United States, where tax is charged according to the tax regulations governing the recipient, you can include information about the location of taxation in the terms of delivery. Tax is determined based on the tax laws applicable in the state/county of the delivery address.

Note Note

The terms of delivery can be specified for each customer in the form, for each vendor in the form, when entering sales and purchase orders, or when entering sales and purchase invoices.

Tasks that use this form

Navigating the form

The following links and tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview tab

Create, view, and edit a list of terms of delivery.

General tab

View and edit details of the selected terms of delivery.

Enter freight charge information for the selected terms of delivery. This information is used when transferring information from shipping carrier software to sales order invoices.

Buttons

Tab

Description

Create and edit language texts for the selected terms of delivery.

Create and edit external codes for the selected terms of delivery.

Fields

Field

Description

Type a short code that specifies the terms of delivery. If you use the international standard codes for terms of delivery, your terms of delivery does not have to be translated into other languages.

Type the full name of the term of delivery. To find a specific term of delivery, use the name as a search name. The search name appears on printed forms such as sales orders and customer invoices.

Select the address where the goods change ownership. This address is used for taxation purposes.

Code that is used for reporting to the authorities.

Select how to calculate the Intrastat miscellaneous charge amount. The option that you select determines how the information in the fields in the form are used.

Note Note

(ITA) This field is available only if the configuration key for Italy is selected.

Select the types of freight charges to move from the shipping carrier software to miscellaneous charges for the selected delivery terms:

  • – The customer is not charged for freight.

  • – The customer is not charged for freight on the invoice. A third-party account number is required for collect shipments, and both a third-party account and third-party address are required for third-party billing.

  • – The customer is charged only for basic freight charges from the shipping carrier software.

  • – The customer is charged only for additional charges from the shipping carrier software that are indicated as ancillary or handling.

  • – The customer is charged for all charges from the shipping carrier software.

This field is available only when the configuration key is selected.

If selected, shipping charges are waived if the invoice amount exceeds a certain amount.

If the check box is selected, enter the minimum sales invoice amount to waive shipping charges for. This is the sales amount before taxes, freight, and miscellaneous charges.