Breadcrumbs

Using Estimated Additional Cost Templates

To reduce manual entry of the estimated costs lines, you can create templates.

Templates can be based on the following criteria:

  • Sell-to Customer No.

  • Ship-to Code

  • Ship-to Country/Region Code

  • Shipment Method Code

  • Shipping Facility Code

Set Up

Before creating the templates, define a number series for them:

  1. Go to Wisefish Setup Base

  2. Fill in Estim. Add. Cost Template Nos.

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Once a number series is defined, the easiest way to set up a new template is to use the information already entered in a Delivery/Receipt Agreement to create a template.

To do this:

  • Fill in the Delivery/Receipt Agreement with the desired criteria above (you do not need to use all fields).

  • Go to the Estimated Additional Cost page and enter the item charges and costs.

  • Click on "Save to Item Charge Template"

The system will save the relevant values and sales data as a template.

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Viewing and Updating Templates

To see templates matching your current agreement criteria, click Select Item Charges Template. The list will automatically filter based on the Delivery/Receipt Agreement you are working on.

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To view all templates (for both sales and purchase) and update costs when they change, search for Estimated Additional Cost Template List in the search bar.

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Apply Cost Template to Cost lines

Once templates are set up, users can apply them in two ways when the Estimated Cost page is opened from the Agreements:

  1. Get Item Charges Templates - When applied, the system will retrieve the template and automatically populate the lines based on the matching criteria.

  2. Select Item Charges Template - If multiple templates match the criteria, the action will display a list of available templates, allowing the user to choose the appropriate one.

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💡 Users can also enable system suggestions for templates when the Estimated Additional Cost page is open. To activate this feature:

  1. Go to Wisefish Setup Configuration.

  2. Enable Suggestion Active for Estimated Additional Cost Template in a Receipt/Delivery Agreement.

When enabled the system attempts to suggest an estimated additional cost template when opening the registration of an estimated additional cost without entries, based the a agreement.

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