Delivery Charges for TTLP

The Delivery Charge customization automatically adds delivery charges to OE Orders based on the customer group and order total. If the order total is less than the minimum order for the customer group, a charge is added.

Environment Setup

The customization requires that the following Optional Fields be configured:

  • Field Name: MINORDER

    • Type: Amount

    • Connect To: Customer Group

  • Field Name: DELCHRGITEM

    • Type: Text

    • Length: 6

    • Description: Delivery Miscellaneous Charge

    • Connect To: Customer Group

  • Field Name: DELCHRGOVER

    • Type: Yes/No

    • Default: No

    • Description: Delivery Charge Override

    • Connect To: Order Header

The customization requires that the DELCHRGITEM contains the name of an existing Miscellaneous Charge with entries in the correct currencies.

The customization is designed to run on Sage 2018 - 2020 and requires Extender PU7.12+.

Installation

The customization is installed using Customization Manager. A video of the Customization Manager installation can be found below.

Start by downloading and installing the latest release:

  1. Download the latest release from the Customization Manager homepage.

  2. Install it by opening Sage 300, logging in as ADMIN, and navigating to Extender –> Setup.

  3. Open the Modules screen.

  4. Click Install Module and select the EXPIP.poplar.vi file downloaded in step 1.

  5. Once the install completes, close the Modules screen and restart the Sage Desktop.

Configure your API key so that you can see your private customizations:

  1. Log in as ADMIN and navigate to Extender –> Setup.

  2. Open the Custom Table Editor.

  3. Select the Extender Customization Manager table and click Load.

  4. Input your API key and click Save.

  5. Close the Custom Table Editor.

Install the poplar_delcharge customization:

  1. From Entender –> Setup open the Customization Manager screen.

  2. The first time the screen opens, it attempts to apply security updates to the underlying Python installation. It will attempt to apply the updates in place, and if it cannot, will download and install an upgrade package. This may take up to two minutes to complete, during which time Sage may appear unresponsive.

  3. The Customization Manager screen will open. Select the poplar_delcharge customization and click Install.

  4. A message will be displayed indicating whether the installation was successful. If so, close the Customization Manager screen. If not, contact the developer.

  5. The customization is now fully installed but the Sage Desktop must be restarted for Extender to register the updates to the Screens and Views. Restart the Sage desktop.

Configuration

All configuration is performed using Optional Fields. To enable the customization for a customer group set the MINORDER and DELCHRGITEM optional fields for the group.

Verify that the DELCHRGITEM Optional Field points to the name of a valid Miscellaneous Charge with entries in the correct currency.

Once the optional fields are configured, the customization will start applying delivery charges for all customers in the group without any further intervention.

The DELCHRGOVER Optional Field on the Order Header can be used to disable all Delivery Charge automation for an Order. To disable the customization for an Order, set the optional field to Yes (Override Enabled). This allows the user to adjust or remove the Delivery Charge without the customization intervening.

Demo

The video below demonstrates the configuration and use of the customization. It goes through the following cases:

  • Installing the customization using Customization Manager.

  • Creating the required Optional Field configuration.

  • Creating the Miscellaneous Charge DELSM for small customers in both CAD and USD.

  • Assigning the Optional Fields to the Custom Groups and order Header.

  • Configuring the Minimum Order 1000.00 and Delivery Charge Item DELSM optional fields for the RTL customer group.

  • The automatic addition of a delivery charge to an order.

  • The automatic removal of the delivery charge when the order total exceeds the minimum order.

  • The automatic reset of a delivery charge that has been edited.

  • Override automation by setting the Delivery Charge Override optional field on the order header.