Handling fees
Summarize
Summary of Handling fees
ServiceNow administrators can configure handling fees to be automatically added to purchase requests based on specific conditions. These conditions can involve any field on the Purchase Request table. Handling fees ensure that additional costs related to processing or logistics are appropriately accounted for in procurement.
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Handling Fees Configuration
- If multiple handling fee conditions are met, only the fee with the lowest rank applies.
- Procurement Administrators use the Pricing table to define handling fee amounts, which can be either fixed prices or percentages of the total purchase request amount.
- When a handling fee is applied, a new purchase line is created with the product type "handling fee," visible in the My Purchases tab as a read-only entry.
Shipping Method Configuration and Usage
- Administrators can create shipping methods and associate them with specific suppliers and delivery locations.
- During checkout, shoppers are prompted to select a shipping method if one is defined for the supplier and delivery location; this is mandatory during full checkout on the Delivery Date page.
- Shipping methods apply only to product type goods and include details about the carrier, applicable suppliers, and delivery countries.
- If no delivery countries are specified for a supplier, the shipping method applies to all countries.
- Shipping methods are stored at multiple levels: cart line, purchase line, purchase requisition, purchase order, and purchase order lines.
- Shipping methods are used as one of the criteria for grouping purchase requisitions, helping to organize procurement by supplier, business owner, blanket requisition, and shipping method.
Practical Benefits for Customers
This functionality enables ServiceNow customers to accurately calculate additional costs and logistics options within the procurement process, ensuring transparency and control over purchase expenses. It also streamlines checkout by guiding users to select valid shipping methods tied to suppliers and delivery locations, improving order accuracy and fulfillment efficiency.
As an administrator, you can configure the conditions of a purchase request, which when met, adds a handling fee to that purchase request. Any field on the Purchase Request table can be used as part of the conditions to determine if a handling fee is to be applied for a purchase.
If multiple handling fees are generated based on the configurable conditions, the handling fee with the lowest rank is applied. A Procurement Administrator can leverage the Pricing table to apply handling fee pricing. In the Pricing table, handling fees can be set as a fixed price or as a percentage-based price. When percentage-based pricing is not applied, the handling fee line amount is a percentage of the total amount of all the lines on the purchase request.
If there is a handling fee rule associated with a purchase requisition, a new purchase line is created with product type as handling fee. You can also view the details of this view-only handling fee purchase line from the My purchases tab.
Shipping method
As an administrator, you can create shipping methods and associate them with various suppliers and delivery locations. If a shipping method is defined by the admin for a specific supplier and a specific delivery location, it is prompted to the shopper during checkout. When multiple shipping methods are available, the user can select any one for the purchase. Shipping method is only applicable for product type goods. Shipping method records store the details of the carrier, the applicable suppliers, and the valid delivery location countries for those suppliers. If no countries are defined for a supplier to deliver, the shipper delivers to all countries.
- If the supplier in a given shipping method is listed in that shipping method's Supplier field.
- If the delivery location country in a given shipping method is listed in the Supplier delivers to field.
Shipping method is stored in each cart line and purchase line. It is also stored on each purchase requisition generated during full checkout, and is referenced in the purchase order and purchase order lines.
Shipping method is one of the criteria for grouping purchase requisitions, along with supplier, business owner, and blanket requisition. All purchase lines with the same shipping method are grouped together.