Purchase Einrichtung

Ports

Here you can manage the information regarding the loading and unloading ports. They are used in the procurement and sales documents. The list can be edited as desired.

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In ports, you can set up the following options:

Field Explanation
Code Specifies the code for the port of delivery (port of loading/unloading).
Description Specifies a description for the port of delivery (port of loading/unloading).

Countries and regions

All countries necessary for addressing are managed in the overview of countries and regions. Here you can find out all about the specific settings regarding countries and regions. In addition to the country-specific address formats and country and region codes, reporting-relevant information such as Intrastat codes and ISO codes can also be maintained.

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In countries/regions, you can set up the following options:

Field Explanation
Code Specifies which code the country/region uses.
Name Specifies the name of the country/region.
ISO code Specifies a two-letter country code defined in ISO 3166-1.
ISO numeric code Specifies a three-digit code number defined in ISO 3166-1.
Address format Specifies the format of the address that appears on external documents.
Contact Address Format Specifies where in a mailing address the name of the contact person should appear.
Federal Region Specifies the name of the federal region.
EU country/region code Specifies the EU code for each business partner's country/region.
Intrastatcode Specifies the INTRASTAT code for the country or region of the respective business partner.
VAT scheme Indicates the national authority that issued the VAT ID No. for the country/region required to send the electronic receipt.
Reference size Specifies whether reference sizes are used.

Delivery Term

All agreements relevant to trade and movement of goods are managed in the terms of delivery. These are used to control the receipts in both procurement and sales. In sales, it is also controlled whether freight/transport costs are passed on to the invoice recipient.

(It's the same list that can be found in Sale Facilities .)

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The following setup options are available to you in terms of delivery:

Field Explanation
Code Specifies a code for the delivery term.
Description Specifies a description of the delivery term.
Calculate Freight Specifies whether the freight is charged.

Transport

The list of modes of transport manages the cross-border means of transport for the transport of goods. These are used in both procurement and sales. In addition to notifying goods on different transport routes, they are also used to report intrastat data. The codes are usually clearly defined by the respective registration office (e.g. Federal Statistical Office).

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The following setup options are available for transport types:

Field Explanation
Code Sequential number specified by the registration office.
Description Specifies the type of transport.

Postman

All relevant service providers for the delivery and delivery of goods are managed in the delivery companies. Each delivery person is uniquely described by a code and a name. In addition, a tracking URL can be stored for standardized service providers with parcel tracking. For each delivery person, there can be a number of services in the form of so-called delivery service modes of transport. These correspond to common services such as Standard, Express, Over Night, etc.

In addition to procurement, delivery staff also play an important role in the internal transit of goods (stock transfers) and the delivery of customers in sales. In sales, additional resources for calculating freight costs and an interface format for connecting web services (e.g. for printing shipping labels) can be linked to the delivery staff.

(This is the same list that can be found in the menu item Sales Furnishings .)

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The following setup options are available to you in Deliverer:

Field Explanation
Code Sets a delivery code.
Name Specifies a description/name of the delivery person.
Paketverfolgungs-URL Specifies the URL for the delivery person's parcel tracking system. To allow users to track specific packages, add %1 to the URL. When users track a package, %1 is replaced with the tracking number. Example, "http://www.providername.com/track?awb=%1".
Resource No. Specifies the resource number for calculating freight costs.
Interface type Specifies the interface type for connecting delivery labels.

Delivery person Transport type

Several delivery modes can be defined for each delivery person. These primarily determine the selected transport service in more detail.

Information regarding the selected holiday calendar and the transport time can be stored.

Depending on the type of interface at the delivery person, further settings may have to be specified here with regard to the respective web service. These include, among other things, specific product codes and extensions of the service providers. See Deliverer Label Setup.

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Field Explanation
Delivery code Code of the associated delivery person
Code Transport type code
Description Description of the transport time
Transport time Estimated duration of transport
Basecalendarcode Definition of a calendar for date calculation
Hanging/flat-packed goods Indication of whether the shipment is suitable for hanging or flat-packed goods
Shipping is free Marking whether the shipment should be free and without charge
Our customer no. Deposit of your own customer number. at the shipping service provider
Frachtpapiere Marking whether freight documents are necessary
Fur Paper Formular Definition of the corresponding form for the freight documents
DPD sticker Marking as DPD label
Country/Region Code Associated country/region code
Port of Destination Code Assigned port of unloading
Port of Departure Code Assigned loading port
DL Proponent Code DHL product code according to DHL interface
DHL partial delivery allowed Setting for DHL as to whether partial deliveries are allowed
DHL multi-parcel shipment Marking of the DHL service as a multi-parcel shipment
DHL Participation DHL Participant Code
DHL Go Green Labeling of the service for climate-neutral shipping
DHL Shipping Confirmation Marking whether a shipping confirmation should be sent
DHL return enclosed Indication of whether a separate return label should be included
DHL Export Dokument Marking of the service as an export document
DHL Undeliverable Message Marking whether a bounce message should be sent
DHL transport insurance Marking whether transport insurance is available
Transport insurance amount Definition of the amount of transport insurance
UPS Multi-Parcel Shipment Marking the UPS service as a multi-parcel shipment
UPS Service Code UPS Service Code according to UPS interface
UPS Return Shipment Labeling of UPS return shipments
UPS Return Shipment Code Definition of UPS Retourendienst Codes
DPD Ship. Service Marking of the DPD Service Code
PCH ServiceGroupID Marking of the ServiceGroupID of Swiss Post
PCH Basic Service Code Marking of the Basic Service Code of Swiss Post
PCH Return Delivery Marking whether return delivery is required for Post Switzerland

Deliverer Label Setup

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