Transport Cost

Control shipping spend from sales planning through invoice matching, with clear estimates, statuses, and variance visibility.

❓ Introduction

The Transport Cost module lets you create and track transport costs linked to sales and purchase documents. This gives you full control over shipping costs — from order planning, through cost estimation, to matching the purchase invoice from the shipping agent.

The module is available in the following areas:

  • Sales Orders
  • Sales Quotes
  • Purchase Orders
  • Purchase Quotes
  • Posted Purchase Invoices
  • Transport Cost List

🔍 How It Works

Step 1: Creating a Transport Cost from a Document

On the Sales Order, Sales Quote, Purchase Order, or Purchase Quote page, click the Create Transport Cost action. The system:

  1. Checks that the order has no shipped lines yet (for orders)
  2. Retrieves the Shipping Agent Code and Shipping Agent Service Code from the document header
  3. If no shipping agent is assigned — opens the shipping agent service lookup
  4. Creates a new Transport Cost record with status Planned and a link to the source document
  5. Opens the transport cost card

Step 2: Transport Cost Lifecycle

Each transport cost goes through the following statuses:

Status Description
Planned Cost created, linked to a sales document. Prices taken from the shipping agent price list
Estimated Automatically set after posting a shipment from the linked sales order
Confirmed Cost confirmed — ready to match with a purchase invoice from the shipping agent
Allocated Cost matched to a purchase invoice and allocated to lines
Note

The status can only move forward. You cannot revert a cost from Estimated back to Planned.

Step 3: Transport Cost Card

On the transport cost card you see:

  • General — description, status, shipping agent code and service code
  • Costs — estimated cost, currency code, estimated cost (LCY)
  • Variance — variance amount and percentage between estimated and actual cost (visible after allocation)
  • Invoice Matching — purchase invoice no., match type and date (visible after confirmation)
  • Source Documents — list of linked sales documents (in the FactBox)

📈 Browsing Transport Costs

  1. Go to Search → type N24TC | Transport Costs.
  2. Open the N24TC | Transport Costs list.
  3. The list shows all transport costs with their statuses, estimated and actual costs, and variances.

� Estimated Cost on Value Entries

When a transport cost moves to the Estimated status, the system automatically writes the estimated transport cost to the Value Entries of the linked sales shipment lines. This means:

  • Even before the purchase invoice is matched, you can see the estimated transport cost in profitability analyses at the individual line level
  • The Estimated Transport Cost field on value entries is updated every time you change the Estimated Cost on the transport cost card
  • After matching to a purchase invoice (status Allocated), the estimated value is replaced by the actual allocation from the matching wizard
Note

The estimated cost is distributed proportionally across value entries using the same allocation method set as the default in the product setup. You can see the result on the Value Entries page — column N24TC | Estimated Transport Cost.

�🚀 How to Enable

The module does not require separate activation — the Assign Transport Cost action and the FactBox are available immediately after installing N24 Transport Costs and configuring shipping agents (see First Configuration).

📋 FactBox on Documents

On the Sales Order, Sales Quote, Purchase Order, Purchase Quote, and Posted Sales Invoice pages, a Transport Cost FactBox is visible showing:

  • Shipping Agent Code and Shipping Agent Service Code
  • Estimated Cost (LCY)
  • Total Cost (LCY) (if populated)

Click the cost value to open the transport cost card.