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 to a Purchase Order, you can use the Create Landed Cost Transfer Order feature that is available on the "Purchase Order" screen and documented in Purchase Orders. 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 its final destination due to the Incoterms.
Item Landed Costs
Item specific landed costs are only retrieved for Transfer Orders when Incoterm Allocation Enabled is set on the "Landed Cost Setup" screen. A landed cost is included when the Incoterm Allocation setup gives its "Landed Cost Type" an Incoterm Type of Transfer for the Shipment Method Code on the Transfer Order. The rates are then taken from the Item Landed Cost Assignment setup for the Transfer-to Code, using the Receipt Date as the effective date.
When the Transfer Order is linked to a Purchase Order, the Vendor No. and Country of Origin from the Purchase Order are also used, so any vendor or country of origin overrides in the rates are applied.
The landed costs for a line are deleted and retrieved again when you change the Item No., Transfer-to Code, Quantity, Unit of Measure Code or Base Cost (LCY) on the line, or the Shipment Method Code on the header.
Note: When landed costs are retrieved again, any changes you made manually on the "Document Landed Costs" screen for that line are replaced.
Fixed Costs
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). For details of how Fixed Costs are set up see Fixed Cost Assignment.
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 Transfer 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 Costs Editable When Released field on the "Landed Cost Setup" screen.
Landed Costs Actions
The following actions are available from the Landed Costs menu on the "Transfer Order" screen.
| Fixed Costs | Opens the "Document Fixed Costs" screen, where you can view or edit the Fixed Costs for the Transfer Order. |
| Post Fixed Costs | Posts the Fixed Costs for the Transfer Order based on the quantities received so far. See Receipt Cost Posting. |
| Update from Purchase Receipts | Updates the Transfer Order lines from the linked Purchase Order. This action is only available when the Purchase Order No. field is filled in. See the Update from Purchase Receipts section below. |
Transfer Order Lines
For individual Items on the Transfer Order you can see which landed costs are assigned to them by viewing the "Document Landed Costs" screen. You can access this screen from the Line menu by selecting the Document Landed Costs option, as shown below. The "Document Landed Costs" will be shown for the current Item Line.
Within the "Document Landed Costs" screen you are able to update the costs, allowing you to add and remove costs for existing Landed Costs. The fields on this screen are described in the Purchase Orders article linked above. When you add a landed cost manually to a transfer line and select a Landed Cost Type Code, the Default Cost (LCY) (Base) is filled in from the Landed Cost Type, in the same way as for a purchase line, and you can change it if required.
The following fields are added to the lines of the "Transfer Order" screen. Some are hidden by default and can be added using Personalise.
| Landed Cost Container No. | The "Landed Cost Container" for the line. Setting it also copies the container's Job No. to the line. This field is hidden by default. |
| Landed Cost Job No. | The Job No. taken from the "Landed Cost Container". This field cannot be edited and is hidden by default. |
| Exclude from Fixed Cost | When set, the line does not receive a share of any Fixed Cost. |
| Base Cost (LCY) | The base cost per base unit of measure used to calculate Duty and Percent landed costs. This is needed because a Transfer Order does not hold a unit cost as standard in Business Central. It is set from the Base Cost on the "Stockkeeping Unit Card" for the Transfer-to Code, or from the "Item Card" if the Stockkeeping Unit has no base cost. When the Transfer Order is created or updated from a Purchase Order, it is set from the purchase line instead. You can change it, and the landed costs for the line are then recalculated. Only shown when Incoterm Allocation Enabled is set. |
| Landed Unit Cost (Base) (LCY) | The total of all Document Landed Costs for the line, per base unit of measure, in local currency. Only shown when Incoterm Allocation Enabled is set. |
| Total Landed Cost (LCY) | The Quantity (Base) multiplied by the Landed Unit Cost (Base) (LCY). Only shown when Incoterm Allocation Enabled is set. |
Note: The Document Landed Costs action is only shown when Incoterm Allocation Enabled is set on the "Landed Cost Setup" screen.
Also available on the Transfer Line and relevant to Fixed Cost processing is the Exclude from Fixed Cost field, which can be set if you do not wish certain Items on the Transfer Order to attract a share of any Fixed Cost and is often relevant when empty Container space is used to procure "filler" Items.
Landed Costs FastTab
When you have linked the Transfer Order to a Purchase Order (or created it from the Purchase Order) the Landed Costs FastTab is updated with the relevant information.
| Purchase Order No. | The Purchase Order linked to this Transfer Order. You can enter it manually to link an existing Transfer Order to a Purchase Order. |
| Vendor No. | The Buy-from Vendor No. of the linked Purchase Order. This field cannot be edited. |
| Vendor Name | The name of the vendor. This field cannot be edited. |
| Country of Origin | The Buy-from Country/Region Code of the linked Purchase Order. This field cannot be edited. |
| Update Required | Set when a receipt is posted for the linked Purchase Order, to show that the Transfer Order should be updated. It is cleared when you use Update from Purchase Receipts. This field cannot be edited. |
| Fixed Cost Accrued | Set when all of the Fixed Costs for the Transfer Order have been posted to inventory. This field cannot be edited. |
| Fixed Cost Applied | Set when all of the Fixed Costs for the Transfer Order have been fully applied, meaning the actual cost has been posted to inventory. This field cannot be edited. |
Update from Purchase Receipts
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 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 Purchase Order No. and Update Required fields are also added to the "Transfer Orders" 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.
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 field.
If the Purchase Order still exists, the update:
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copies the Shipment Method Code from the Purchase Order if it has changed
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updates the Quantity and Base Cost (LCY) of the transfer line for each Item and variant on the Purchase Order, and adds a line for any Item and variant that is not yet on the Transfer Order
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sets the Quantity to zero on any transfer line that no longer matches an Item line on the Purchase Order
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replaces the item tracking and reservations on each line so that the line is shipped from the received stock, including the received lot, serial or package numbers
If the Purchase Order has been fully invoiced and deleted, the update uses the received Item Ledger Entries that still have a remaining quantity instead. The Quantity is set to the remaining received quantity, and the Base Cost (LCY) is set to the average received cost excluding landed costs.
Shipping and Receiving
When you post the shipment of a Transfer Order that is linked to a Purchase Order, the system checks the received quantities. If nothing has been received on the Purchase Order, or a transfer line has a larger outstanding quantity than has been received for that Item and variant, the shipment is stopped and you are asked to update the Transfer Order from Purchase Receipts first.
Landed costs are posted when the Transfer Order is received, not when it is shipped. When the receipt is posted, the Purchase Order No. is copied to the "Posted Transfer Receipt", and the Landed Cost Container No., Landed Cost Vehicle ID and Landed Cost Job No. are copied to the posted shipment and receipt lines. See Transfer Order Cost Posting for details of the postings.