Landed cost categories

When a user enters an estimated landed cost or an actual landed cost that's not matched to an estimate, the user selects a landed cost category. The landed cost category specifies which distribution method (Count, Value, Volume, or Weight) to use to apply the cost. Sage Intacct uses the specified cost category to proportionately apply the amount of the landed cost to the applicable inventory items in the original purchase or inventory transaction.

You can work with landed cost categories from either Inventory Control or Purchasing. Only one set of landed cost categories exist. So, regardless of how you access landed cost categories, you’re working with the same set of data.

About landed cost categories

Landed cost categories are labels that identify the distribution method for proportionately applying the amount of a landed cost—either estimated costs or actual costs—to the applicable inventory items in the original purchase transactions. You can choose a distribution method of Count, Value, Volume, or Weight.

You might set up multiple landed cost categories for the same landed cost so the landed cost can be applied using different distribution methods. For example, you might want to apply freight charges for some items based on weight and other items based on volume. In which case, you could create two landed cost categories—one named "Freight by weight" and the other named "Freight by volume".

Add a landed cost category

You can create as many landed cost categories as you want.

1. Go to Inventory Control or Purchasing > Setup > More and select Add (circle) next to Landed cost categories.
2. Enter a Category ID and Name. After the landed cost category is saved, the Category ID cannot be changed.
   Best practice: Use a descriptive Name that indicates the distribution method associated with the category. This makes it easier for users to select the appropriate landed cost category when they enter landed costs. Use a Category ID that doesn't include a description. Then, you can edit the Name as needed to accommodate future use.
   

   See some examples of names

   • Freight by count
   • Freight by volume
   • Freight by weight
   • Insurance by value
   • Customs by value
3. Select the Distribution method from the dropdown list.
4. Use the Status dropdown list to indicate whether the landed cost category is active or inactive.

5. Select Save.

View landed cost categories

1. Go to Inventory Control or Purchasing > Setup > More > Landed cost categories.

   In a multi-entity environment, if you access this page from the top level, the list includes the categories created at all entity levels.

2. Records designated as Inactive do not appear in the list by default. To view these records, select Filters at the top of the list and select Remove next to the Status filter to remove it.

3. Find the landed cost category you want to view.

4. Select More actions > View at the end of the row.

1. Go to Inventory Control or Purchasing > Setup > More > Landed cost categories.

   In a multi-entity environment, if you access this page from the top level, the list includes the categories created at all entity levels.

2. To view inactive categories, select the Include inactive checkbox.
3. If you access this page from the top level of a multi-entity shared environment, you can view categories created in all entities by selecting the Include private checkbox.

Edit a landed cost category

After a landed cost category has been used in a transaction, its distribution method cannot be changed. However, you can always change the name or status of a landed cost category.

1. Go to Inventory Control or Purchasing > Setup > More > Landed cost categories.

   The list of landed cost categories appears.

2. Find the landed cost category you want to edit.

3. Select Edit at the end of the row.

4. Make your changes.

   Distribution method is read-only and cannot be changed if the category has been used in a transaction.

5. Select Save.

1. Go to Inventory Control or Purchasing > Setup > More > Landed cost categories.

   The list of landed cost categories appears.

2. Find the required landed cost category and select Edit.

3. Make your changes.

   Distribution method is read-only and cannot be changed if the category has been used in a transaction.

4. Select Save.

Delete a landed cost category

You can delete a landed cost category only if it hasn't been used in a transaction.

1. Go to Inventory Control or Purchasing > Setup > More > Landed cost categories.

2. Find the category you want to remove.

3. Select More actions > Delete at the end of the row.

   Depending on your user preferences, Intacct might prompt you to confirm the deletion.

1. Go to Inventory Control or Purchasing > Setup > More > Landed cost categories.

2. Find the category you want to remove and select Delete at the end of the row.

   Depending on your user preferences, Intacct might prompt you to confirm the deletion.

Deactivate a landed cost category

If you no longer want to use a landed cost category and cannot delete it because it's been used in a transaction, you can deactivate it. When you edit the category and change its Status to Inactive, the category no longer appears in the category dropdown list.

Field descriptions

The following table describes each item in the Landed cost category information page:

Field	Description
Category ID	The unique identifier assigned to this landed cost category. Enter up to 30 alphanumeric characters.
Name	Name of the landed cost category. Along with the Category ID, the name appears in the Landed cost category dropdown list for users to select. Use a descriptive name that indicates the distribution method associated with the category to make it easier for the user to select. See some examples of names Freight by count Freight by volume Freight by weight Insurance by value Customs by value
Distribution method	Specifies how the amount of a landed cost is proportionately distributed to the applicable inventory items in the original purchase or inventory control transaction: Count. On the number of base units of the applicable items. Value. On the extended price of the applicable items. Volume. On the volume of the applicable items. Weight. On the weight of the applicable items. For Count, Volume, and Weight, Sage Intacct first converts the quantity of each applicable inventory item into the base unit of the item. Then, if the UOM group of the item doesn't match the distribution method, Intacct uses the value from the landed cost table for the inventory item to further calculate the distribution of the land cost. Learn more about landed cost distribution methods and calculations.
Status	The default status is Active. If you're no longer using this category and don't want it to appear in dropdown lists, you can change the landed cost category status to inactive. Select Edit at the end of the row. To view inactive categories on the list, you can select Filters and choose a field status value that equals Inactive. If you’re no longer using this category and don’t want it to appear in dropdown lists, in the column filter field select Inactive. You can still view inactive categories by selecting the Include Inactive checkbox in the Landed Cost Categories page.