Set up document calculations for cost template lines

Grower Return  •  Article  •  8/27/2025  • 

You can configure a cost template to calculate additional costs, such as packaging or transportation, on a document or document line level for settlements with the Accounting Method field value set to Account Sale or Pooling on the Settlement page. These document costs do not affect the settlement amount calculation and are posted only as item charge lines when a purchase invoice is created from the settlement. For more information, see Manage document costs.

To set up document calculations for a cost template line, follow these steps:

  1. On the Cost Template page, select a cost template line with the Cost Application Method field value set to Calculation. For more information, see Set up cost calculation templates.

  2. On the action bar, select Calculation.

    The Cost Template Line Document Calculations page opens.

  3. Enter the required information in the following fields:

    FieldDescription
    Assign-to TypeSelect whether the system must assign the cost to a specific vendor or all vendors. The available options are: Vendor and All Vendors.
    Assign-to No.Select the specific vendor to whom the system must assign the cost. This field is editable only when the Assign-to Type field value is set to Vendor.
    Product TypeSelect if the system must assign the cost to all items, a specific item, or an item category. The available options are: All Items, Item, and Item Category.
    Product No.Select the specific item or item category to which the system must assign the cost. This field is editable only when the Product Type field value is set to Item or Item Category.
    Global Lot AttributesSelect the global lot attributes (1 to 8) as required.
    Calculation TypeSelect whether the system must calculate the cost based on percentage or amount per purchase unit. The available options are: Percentage and Amount per Purchase Unit. For more information, see Understand document cost calculation.
    Calculation ValueEnter the value the system must use to calculate the cost based on the selection made in the Calculation Type field value. For more information, see Understand document cost calculation.

  4. On the action bar, select Exclusions to define item and vendor exclusions on the Filter Page page.

  5. On the action bar, select Lot Attribute Filter page to define lot attribute exclusions on the Lot Attribute Filter page.


    The system does not apply the document cost to a settlement line if any one lot falls under the exclusions defined.

    The document calculation for the cost template line is set up.