Transfer Order functionality was added to Clever Landed Costs from Version 5.0.0 onwards. If you are using an older version this section will not be relevant to you and in order to use Clever Landed Costs with Transfer Orders you will need to upgrade to the latest version.
For a Transfer Order you simply enter the information for the Transfer Order in the normal manner. Alternatively, where the Transfer Order is related a Purchase Order, you can use the Create Landed Cost Transfer Order feature that is available on the Purchase Order screen and documented here. When created from a Purchase Order it is also possible to further update the information after the Purchase Receipt, which is especially useful to ensure that Item costs and tracking information are kept up-to-date. This is detailed below in the Update from Purchase Receipts section.
Note: it is also possible to use the Create Landed Cost Transfer Order option on the "Purchase Order" screen where you are wanting to move all Items for a Purchase Order from a Vessel location (e.g. "On the Water") to it's final destination due to the Incoterms.
Any Fixed Costs will be retrieved based on the header information (Transfer-from Code, Transfer-to Code, Shipment Method Code, Shipping Agent Code and Shipping Agent Service Code) and the Item details will be used to retrieve any Item specific Landed Costs for the Item Item Landed Cost Assignment and Incoterm Allocation setup.
As with Purchase Orders, Fixed Costs can be seen by selecting Fixed Costs from the Landed Costs menu - accessed from the Actions menu of the "Transfer Order" screen.
Fixed Costs can also be updated or removed manually from a Purchase Order as required. Furthermore, if Fixed Costs are likely to change after Release of the document (but before the document is completely handled at which point costs are posted) you can update them as required, if you have enabled the Fixed Cost Editable when Released attribute on the "Landed Cost Setup" screen.
For individual Items on the Transfer Order you can see which items have landed costs assigned to them by viewing the "Document Landed Costs" screen. You can access this screen from the Line tab, by selecting the Document Landed Costs option, as shown below. The "Document Landed Costs" will be shown for the current Item Line.
Also available on the Transfer Lines section, you can see the Base Cost (LCY), Landed Unit Cost (Base) (LCY) and the Total Landed Cost (LCY) for each Item line providing a quick overview of any associated Landed Costs. The Base Cost (LCY) is used to set the Unit Cost of the Item - something which as standard in Business Central isn't required for a Transfer Order. The Base Cost (LCY) is set from the related Purchase Order Line (if linked) or the Base Cost on the "Item Card".
Within the "Document Landed Costs" screen you are able to update the costs, allowing you to add and remove costs for existing Landed Costs.
Also available on the Transfer Line and relevant to Fixed Cost processing is the Exclude from Fixed Cost attribute, which can be set if you do not wish certain Items on the Transfer Order is attract a share of any Fixed Cost and is often relevant when empty Container space is used to procure "filler" Items.
Update from Purchase Receipts
When you have linked the Transfer Order to a Purchase Order (or created it from the Purchase Order) the following FastTab is updated with relevant information.
You are also able to update the Transfer Order based on the Items that have been confirmed as received against the Purchase Order which will include any update to costing information, quantities received and Item Tracking information.
The Update Required field will be set when a Purchase Order is received, which can be a useful trigger to ensure that you are aware of any Transfer Orders that have a related Purchase Receipt. The attribute is also added to the "Transfer Order List" so it is easy to filter to find any Transfer Orders that have associated Purchase Receipts but which have not yet been updated to reflect confirmed quantities etc.
To update the Transfer Order, simply use the Update from Purchase Receipts option that is shown below. This will in turn update the document and reset the Update Required attribute.
