Terms of delivery (form)

Artikkel
05/05/2014

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Setup > Distribution > Terms of delivery.

–or–

Click Procurement and sourcing > Setup > Distribution > Terms of delivery.

Use this form to specify the terms of delivery that are 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 delivery terms include FOB (freight on board) and CIF (carriage, insurance, and freight).

You can specify the terms of delivery in the following circumstances:

When you set the conditions for change in ownership of the transferred products from seller to buyer.
When you specify the location of taxation.

In some countries or regions, tax is charged according to the tax regulations that govern the recipient. In these cases, 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 or county of the delivery address.

Note

The terms of delivery can be specified as follows:

For each customer in the Customers form
For each vendor in the Vendors form
When you enter sales and purchase orders
When you enter sales and vendor invoices

Tasks that use this form

Set up shipping carriers

Navigating the form

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

The tabs and controls that were added to this form for the Transportation management features in Microsoft Dynamics AX 2012 R3 are not described in this topic. For information about these features, see Transportation management.

Tabs

Tab	Description
General	View and edit the sales tax address and Intrastat codes of the selected terms of delivery.
Setup	Enter information about freight charges for the selected version of terms of delivery. This information is used when information is transferred from shipping carrier software to sales order invoices.

Buttons

Tab	Description
Translations	Create and edit different language versions for the selected terms of delivery. Note If you use the international standard codes for terms of delivery, your terms of delivery do not have to be translated into other languages.
External codes	Create and edit external codes for the selected terms of delivery.

Fields

Field	Description
Delivery terms	Type a short code that specifies the terms of delivery.
Description	Enter the full description of the current term of delivery. This description appears on printed forms such as sales orders and customer invoices.
Sales tax address	Select the address where the products change ownership. This address is used for taxation purposes.
Intrastat code	Enter the code that is used for reporting to the authorities.
Charges	Select how to calculate the Intrastat charge amount. The option that you select determines how the information in the Charges fields in the Intrastat form is used. Note (ITA) This control is available only to legal entities whose primary address is in Italy.
Freight charge terms	Select the types of freight charges to move from the shipping carrier software to the charges for the selected delivery terms: Not applicable – The customer is not charged for freight. N/A - third party/collect – 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 a third-party address are required for third-party billing. Core – The customer is charged only for basic freight charges from the shipping carrier software. Ancillary and handling – The customer is charged only for charges from the shipping carrier software that are designated as ancillary or handling. Core, ancillary, and handling – The customer is charged for all charges from the shipping carrier software. Note This field is available only when the Shipping carrier configuration key is selected.
Apply free minimum	If this check box is selected, shipping charges are waived if the invoice amount exceeds a certain amount.
Free minimum	If the Apply free minimum check box is selected, enter the minimum invoice amount to waive shipping charges for. This is the sales amount before taxes, freight, and charges.

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