Assigning Landed Cost Templates to Items
After setting up landed cost templates, you can create the estimated landed cost template mappings. Assign the templates to inventory or assembly items where you track landed cost.
Before adding estimated landed cost templates, review the following guidelines:
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You can associate up to 1000 templates for each item.
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Child matrix items that have not been set up with a landed cost template inherit the template from the parent matrix item.
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To maintain consistency between parent and child records, both parent and child items should have the same subsidiary.
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Alternatively, you can assign preferred templates to child matrix items that do not have the same subsidiary as the parent matrix item.
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If you want to add landed cost template mappings in bulk, see Importing Landed Cost Template Mappings.
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For guidelines on permissions, see Roles and Permissions for Estimated Landed Cost.
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To add landed cost templates to items:
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Go to Lists > Accounting > Items.
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On the Items page, click the Edit link for the item that you want to set up.
If you are going to create an item, click New Item.
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On the item record, do the following to add the templates:
In the Primary Information section, select SCM Assembly Item - Landed Cost as your custom form for assembly item records. This selection lets you use landed cost validations specific for assembly items.
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On the Purchasing/Inventory subtab, check the Track Landed Cost box.
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On the Landed Cost Templates subtab, select a template from the list in the Landed Cost Template column.
Tip:When you point to the right of the Landed Cost Template field, you can click the Open icon, to display and view the template details.
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In the Preferred column, check the box for your preferred template to set it as the default for purchase orders and standalone vendor bills.
If you use Multiple Currencies, you can add a template for each currency that is set up in your account. You can assign one preferred template per currency.
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Click Add.
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After you have assigned the landed cost templates, click Save.
In view mode, all templates that have been assigned to the item are displayed in the list, including inactive templates. In edit mode, inactive templates are displayed as blank rows. If you want to disassociate inactive templates from the item, click Remove for the specific row. You can disassociate a landed cost template from an item if it has not been used on a transaction.