charge as a percent of the delivery value is available only for internal freight calculation in order entry.
Arbitration Plan Use the arbitration plan for freight and transportation to define which freight rule is selected and applied to the delivery ID. If more than one freight rule matches the delivery values, the first rule, prioritized based on the arbitration plan, is applied to the delivery.
Pages Used to Set Up the PeopleSoft Internal Freight Calculator
Page Name Definition Name Navigation Usage
Inventory Definition -Business Unit Options:
Shipping Options
BUS_UNIT_INV2 Set Up Financials/Supply Chain, Business Unit Related, Inventory, Inventory plan and the freight charge method to be used for this inventory business unit for calculating PeopleSoft internal freight charges.
Order Groups ORD_GROUP Set Up Financials/Supply
Chain, Product Related, Order Management Foundation, Order Groups
(optional) Define the freight charge method for the order group level.
General Information - Sold To
Options CUST_SOLDTO_OPT Customers, Customer
Information, General Information
Select the Sold To Option tab.
Define the freight charge method for the customer.
Buying Agreements - Header
Terms SCON_HDR_TRMS Order Management, Buying
Agreements, Create/Update Buying Agreement Select Terms in the Header menu field on the Buying Agreement Form page.
(optional) Define the Freight Charge Method field for a buying agreement.
Arbitration Plan TRFT_RULE_CD Set Up Financials/Supply
Chain, Common Definitions, Shipping and Receiving, sequence in which the system searches for and applies freight charges to a delivery.
The arbitration plan is entered into the Freight Arbitration Plan field on the Inventory Definition - Business Unit Options: Shipping Options page and is used for internal freight calculations for sales orders.
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Page Name Definition Name Navigation Usage
Freight Formulas TRFT_FRT_BREAK Set Up Financials/Supply Chain, Common Definitions, Shipping and Receiving, Freight and Transportation, Rule Entry
Click the Define Freight button.
Using the freight charge method, enter the freight charges to be applied to a delivery. Freight formulas are defined within a freight rule.
Freight rules are applied to a sales order delivery based on the arbitration plan and the freight charge method used.
Chapter 5
Using Delivery Management and Freight Calculations
Understanding Delivery Management and Freight Calculations
The delivery management and freight calculation features in PeopleSoft Inventory and PeopleSoft Order Management enable you to group demand lines for shipment and apply freight charges. The freight feature applies only to sales orders and quotes from PeopleSoft Order Management. Delivery IDs are required for the freight calculation feature.
Using the Delivery Management Workbench
The Delivery Management Workbench enables you to:
• Create deliveries.
• Change or maintain existing deliveries.
• Assign demand lines, shipping containers and packages to the deliveries.
• Shop for freight and manifest the deliveries.
You can use the Delivery Management Workbench with the third-party freight providers or the PeopleSoft internal freight calculation.
The Delivery Management Workbench component includes the following main pages:
• The Workbench Navigation Menu is the first page displayed in the workbench. From this page you can access the main pages of the workbench.
• The Deliveries page enables you to select one or more deliveries based on various search criteria.
You can perform delivery and freight actions on one or more deliveries at once. You can consolidate deliveries or calculate freight for multiple selected deliveries, or you can choose a single delivery to perform freight calculation.
• The Demand / Container Activities page enables you to add or remove items from a delivery. Assign demand lines or shipping containers to an existing delivery or create a new delivery to hold them. You can also remove demand lines and shipping containers from a delivery and consolidate deliveries.
• The Manage Delivery page enables you to maintain one individual delivery. You can modify the delivery fields, view the demand lines and shipping containers that are currently assigned to the delivery, add or remove demand lines and shipping containers, consolidate deliveries, and do freight processing.
Using Delivery Management and Freight Calculations Chapter 5
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• The Packages page enables you to view existing packages that are part of a delivery or enter new packages. This page is accessed from the Manage Delivery page.
The Delivery Management Workbench can be accessed by:
• Selecting the Delivery Workbench link on the Shipping/Issues component in PeopleSoft Inventory.
• Navigating directly to the Delivery Management Workbench using the PeopleSoft menu (Inventory, Fulfill Stock Orders, Delivery Management Workbench).
Pages Used for the Delivery Management Workbench
Page Name Definition Name Navigation Usage
Delivery Management Workbench- Workbench Navigation Menu
IN_DLV_WKBNCH_MENU • Inventory, Fulfill Stock Orders, Delivery Management Workbench
• Click the Return to Menu link at the top of any page in the Delivery Management Workbench.
• Inventory, Fulfill Stock Orders, Shipping, Shipping/Issues, Order Summary. Select the Delivery Workbench link before a Ship ID has been assigned.
Use this page to access the three main pages of the Delivery Management
Workbench-Deliveries IN_DLV_DELIVERIES • Inventory, Fulfill Stock Orders, Delivery
• Inventory, Fulfill Stock Orders, Shipping,
Select one or more deliveries based on various search criteria. You can perform delivery and freight actions on one or more deliveries at once. You can consolidate deliveries or calculate freight for multiple selected deliveries, or you can choose a single delivery to perform freight calculation.