Introduction

This document describes the Overhead Matrix functionality and how to set it up.

Scenarios

The functionality covers the following scenarios:

• Different freight percentages based on the country of origin and transportation method.
• Fixed customs percentages or based on customs tariff codes on the item cards. 

Prerequisites

There are no prerequisites for this functionality.

Walk through

Follow the instructions below to use the functionality in a very optimal way.

1. Start by searching for the "Overhead Matrix". This page is also available directly on the purchase order.
2. Setup lines based on the country of origin, transport method and destination location. These 3 fields are the key value. Transport method can be left blank, if the values apply to all different transport methods.
3. Enter "Freight %".
4. Select a "Customs Method" based on the table below.
5. Done.

When adding a new item on the purchase order, the "Overhead Matrix" is evaluated and "Indirect Cost %" on the purchase order line is assigned the calculated overhead value. If no overhead matrix exists for that scenario, the standard "Indirect Cost %" from the item card is used.