Hands on: Define Ship Via Codes

The Ship Via Codes screen is used to maintain information about your company’s shipping options, as well as each carrier your company uses to ship goods. Each ship via code denotes a possible method by which your company ships goods to customers.

This screen has slightly different options for the ship via codes associated with non-‐integrated carriers and those associated with integrated carriers. For each non-‐integrated carrier whose services your company uses or for shipping options your company provides, you use this screen to specify freight rates for shipments of different weights and volumes.

Field Description

Ship Via The unique code associated with the non-‐integrated carrier; a method of the integrated carrier; or a shipping option of your company. An alphanumeric string of up to 15 characters may be used.

Description A description of the shipping service or option. An alphanumeric string of up to 30 characters may be used.

External Plug-‐in If a plug-‐in is used to provide integration with the carrier for this ship via code, you select this check box. You can then specify the integrated carrier, its service method, and other options in the Details tab, which displays slightly different elements depending on whether or not the box is checked.

DETAILS TAB

Calendar The calendar associated with the carrier. A calendar reflects the carrier’s work hours and the days when the carrier ships goods.

Carrier The carrier associated with the ship via code. This element is available only for codes that use an external plug-‐in.

Calculation Method The method used to calculate freight charges, per the rate breakdown specified in the Freight Rates tab. (This element appears only if the External Plug-‐in check box is cleared—that is, if the ship via code is defined for a non-‐

integrated carrier.) The following options are available:

• “Per Unit”: The rates are specified as rates per weight unit.

• “Net”: The rates are specified as flat rates.

Base Rate The flat-‐rate charge to be added to the freight amount, which is calculated per the Freight Rates tab. This element appears only if the External Plug-‐in check box is cleared.

Field Description

Common Carrier A check box that indicates whether the carrier is a common carrier. Because common carriers deliver goods from a company branch to the customer location, this check box determines which set of taxes is applied to the invoice.

If the check box is selected, the taxes from the customer tax zone are applied.

If the check box is cleared, the taxes from the tax zone associated with the selling branch are applied.

Tax Category The tax category to be applied to the freight amount when goods are shipped with this ship via code

Freight Sales

Account The General Ledger account of the income type that is used to record the freight charges to be paid to your company

Freight Sales Sub. The corresponding subaccount Freight Expense

Account The General Ledger account of the expense type to be used to record the freight charges to be paid to the carrier

Freight Expense

Sub. The corresponding subaccount

FREIGHT RATES

Weight The minimum weight to which the rate may be applied Volume The minimum volume to which the rate may be applied

Zone ID The shipping zone to which the goods with the specified weight and volume are shipped

Rate The flat rate or rate per weight unit, depending on the calculation method (“Net” or “Per Unit”) selected in the Details tab. The freight amount is calculated as follows:

• With the “Net” option selected, the freight amount equals this value for the shipment.

• With the “Per Unit” option selected, the freight amount equals this value multiplied by the shipment weight.

PACKAGES TAB

Box ID The identifier of the box used by the carrier under this ship via code Description A description of the type of box

Box Weight The weight of a box of this type

Max. Weight The maximum weight a box of this type can hold Weight UOM The unit of measure used for the weight

Max Volume The maximum volume a box of this type can hold Volume UOM The unit of measure used for the volume

Length The length of a box of this type Width The width of a box of this type Height The height of a box of this type

1. Open the Ship Via Codes form (screen ID CS207500): Distribution > Sales Orders > Configuration

> Setup > Ship Via Codes

2. Click the “+” button on the toolbar.

3. Create a new ship via code with the following values:

Screen Section Field Value

Summary Ship Via FEDEXON

Summary Description FedEx First Overnight

Summary External Plug-‐in {unchecked}

Details tab Calendar {blank}

Details tab Calculation Method Per Unit

Details tab Base Rate {accept default}

Details tab Common Carrier {checked}

Details tab Tax Category {blank}

Details tab Freight Sales Account 575000

Details tab Freight Sales Sub. 00-‐00-‐00-‐00-‐000

Details tab Freight Expense Account 655000

Details tab Freight Expense Sub. 00-‐00-‐00-‐00-‐000 Click the “+” button on the Freight Rates tab toolbar.

Freight Rates tab Weight 0.00

Freight Rates tab Volume 0.00