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Version: Current

FAQ: What do the "Remove Lines" or "Treat as Freight" settings on an item do?

These are settings found on Item records (Inventory > Items > Edit Item) that automate specific actions when a transaction line is matched to that item during Enrichment.

1. Remove Lines (remove_line_purchasing / remove_line_sales)

  • Purpose: To automatically delete specific transaction lines that are considered irrelevant for downstream processing.
  • How it Works: If this setting is turned ON for an Item, any transaction line (in the corresponding module - Purchasing or Sales) that gets matched to this Item during Enrichment will be permanently deleted from the transaction data.
  • Use Case: Automatically removing zero-value informational lines, specific fees, or other charges that consistently appear on documents but are not needed for accounting or approvals.
  • Caution: Use carefully, as the line data is deleted and cannot be easily recovered. Ensure matching logic accurately identifies only the intended lines before enabling.

2. Treat as Freight (treat_as_freight_purchasing / treat_as_freight_sales)

  • Purpose: To automatically categorise specific transaction lines (like shipping or handling charges) as landed costs rather than standard item lines.
  • How it Works: If this setting is turned ON for an Item, any transaction line (in the corresponding module) matched to this Item will have its line_type changed from the default ITEM to LANDED_COST.
  • Impact: Lines marked as LANDED_COST typically appear in a separate "Landed Costs" section in the document viewer and contribute to the header freight total instead of the subtotal. This helps separate product costs from associated delivery/handling costs for accurate accounting and ERP integration.
  • Use Case: Create specific Item records for "Freight Charge", "Shipping Fee", "Handling Fee", etc., enable this setting for them, and ensure they are correctly matched (via SKU or Alternatives) to the corresponding lines on supplier invoices.

Both settings help automate data cleanup and categorisation during the Enrichment process based on the specific items identified on transaction lines.