Estimated Landed Cost Setup Requirements

• Prerequisites for Estimated Landed Cost

• Installing the Supply Chain Management SuiteApp

• Enabling Estimated Landed Cost

• Roles and Permissions for Estimated Landed Cost

Prerequisites for Estimated Landed Cost

To enable features and set preferences:

1. Go to Setup > Company > Setup Tasks > Enable Features.

2. On the Items & Inventory tab, check the Landed Cost box, and then save.

For more information, see Enabling Features.

Installing the Supply Chain Management SuiteApp

Install the Supply Chain Management SuiteApp with the following details:

• Bundle Name: Supply Chain Management

• Bundle Id: 47193

For more information, see Installing Supply Chain Management.

Enabling Estimated Landed Cost

After the Supply Chain Management SuiteApp has been installed, you must enable the Estimated Landed Cost feature.

Important:

Access to the Supply Chain Preferences page is supported only for users with Administrator roles.

To enable estimated landed cost:

1. Go to Transactions > Management > Supply Chain Management.

2. On the Supply Chain Management page, click the Preferences link.

3. On the Supply Chain Preferences page, click Edit.

4. On the Features subtab, check the Estimated Landed Cost box.

5. Click Save.

When you use this feature, you must also set up the roles records of those who want to use estimated landed cost.

Roles and Permissions for Estimated Landed Cost

To enable estimated landed cost for all roles:

1. Go to Setup > Users/Roles > Manage Roles.

2. On the role record, check the Enable Estimated Landed Cost box:

   By default, the prebuilt custom forms and records for Estimated Landed Cost are enabled for the following standard roles:

   • CEO and CFO

   • Accountant and Accountant (Reviewer)

   • Warehouse Manager

3. To enable other roles to use estimated landed cost, set up the required permissions and forms:

   • On the Permissions subtab:

     Subtab	Record	Level
     Setup	Set Up Company	View
     Custom Record	Landed Cost Template	Full
     Custom Record	Landed Cost Template Detail	Full
     Custom Record	Landed Cost Template Mapping	Full

     Note:

     When setting up the Estimated Landed Cost permissions, consider those roles who perform tasks involving purchase orders, item receipts, and standalone vendor bills.

     Standard or custom roles based on the Buyer, A/P Clerk, and Warehouse Manager can add or edit items on these transactions. This might automatically update their landed cost estimates. To avoid errors in estimated landed cost calculations and when submitting transactions, you must update their role records. Check the Enable Estimated Landed Cost box and then assign the permissions.

   • On the Forms subtab:

     Subtab	Type	Form Name	Enabled
     Custom Record	Landed Cost Template	SCM Landed Cost Template Form	Yes
     Custom Record	Landed Cost Template	Standard Landed Cost Template Form	Yes
     Custom Record	Landed Cost Template Detail	Standard Landed Cost Template Detail Form	Yes
     Custom Record	Landed Cost Template Mapping	Standard Landed Cost Template Mapping Form	Yes
     Item	Group/Kit/Assembly	SCM Assembly Item - Landed Cost	Yes

     Note:

     To use the validations when setting up estimated landed cost for assembly items, enable the SCM Assembly Item - Landed Cost form.

     For more information, see Assigning Landed Cost Templates to Items.

Related Topics

Setting up Estimated Landed Cost

Estimated Landed Cost Management

Estimated Landed Cost

General Notices