How do I ensure prepayment in Scope?

A shipment containing a partner with payment term COD can be created and saved but further actions will be blocked until the required waiver has been granted.

A Cash on Delivery (COD) payment term in Scope ensures that payment, either partial or in full, is received before creating e.g. a transport order or customs order for a shipment. If this payment term is available in the accounting settings of the legal entity you are working in, you can assign it to any of your Debtors via Master Data-> Partner.

On the role Debtor the fields Payment Target and Payment Target Duties can be set to this payment term. If a shipment is created using such a partner it will be marked as in need of prepayment before the user can take actions that might involve costs such as making arrangements for transport and customs requirements.

Only users that have the required permission can grant a waiver to shipments that have been blocked due to the payment term COD. Scope will keep historical records of a COD block being applied on a shipment and of a COD block being lifted from a shipment, as part of the Events of the shipment.