Use these fields to create and maintain ship via codes.
1. Warehouse
Specify the warehouse code for which the ship via is valid.
2. Ship Via
Specify up to 15 characters. If you specify a code the system doesn’t recognize, the program will ask if you want to create it. Search existing codes by pressing F2 or clicking the Search icon.
If your system has been upgraded from an earlier version of FACTS, the upgrade conversion creates a database of ship via codes from the entries that existed in the system prior to the upgrade.
It is advised that you create a ship via code for each carrier service level, rather than one code for each carrier company. For example, create a separate code for UPS Next Day Air and UPS 2nd Day Air, as well as Fedex Priority Overnight, Fedex Standard Overnight, etc. This will help you track freight costs more accurately.
3. Description
Create a description up to 30 characters long to help better identify the ship via code.
4. Freight G/L#
Initially, this field defaults to the General Ledger set in the SO to GL Posting Table; however, you can post freight and handling charges to another GL# that exists in the system. Press F2 or click the Search icon to search the available account numbers.
5. Active
Initially, this check box defaults to selected. Set this flag to unselected if a carrier code cannot be used for a temporary amount of time, but the code still needs to be kept on record. For example, if a carrier goes on strike for several months, the code can be set to inactive so that users entering orders don’t mistakenly select this carrier’s code and delay the order.
6. Handling Charge
A default handling charge can be entered in this field. This charge appears in the freight totals display in the footers of Order Entry, Confirmation, Direct Invoice Entry and Counter Sales Entry.
10. Allow On Web
Use the Allow On Web check box to designate any ship via's that should be presented when people place orders in eStorefront.
Note: You should only check this for one of the warehouse - i.e. if you checked Allow on Web for "UPS" in warehouse 01, it is not necessary to also check it for "UPS" in warehouse 02. In Customer F/M, there is a default ship via. For any customer who will be placing orders on the web, their default ship via record must be flagged as "Allow on Web". Failure to do this will cause the customer number not to be accepted on the web.
Note that only one warehouse/ship via combination needs to be designated as Allow on Web for each company. This allows all warehouse access the ship via from the eStoreFront application.
11. Freight Schedule
Specify the freight schedule id for the Ship Via.
Note: You can leave this field blank if you do not want to have the system calculate freight for the ship via. The system disables this field if the ship via is set to UPS.
12. Include Direct Ship
Indicate whether to include direct ship lines when freight charges are calculated. This field defaults to selected. The system disables this field if the ship via is set to use Clippership.
1. Use Clippership
This flag indicates that the FACTS ship via code selected ties into the Clippership shipping software.
If Clippership is not installed on your system, make sure this flag is deselected, for all ship via codes.
Also, if the selected ship via code is associated with your company’s own delivery service, deselect this flag.
Note: If the UPS-only version of the Clippership package is installed on your system, make sure that you only flag the UPS ship via codes to Use Clippership. If full version of Clippership is installed on your system, all codes handled by the software can be set to Y (see the Clippership documentation for the list of carriers supported by that software).
Note that unless you select this check box the other fields on this screen are unavailable.
2. Clippership Carrier Code
Specify the carrier code used to designate the Clippership application.
If you set the Use Clippership check box to selected for the selected ship via code, you must link it to a Clippership carrier code.
A carrier code represents a single carrier service, such as Fedex Next Day Priority or UPS Ground. You will need to look up the carrier codes at a Clippership station (see the documentation concerning carrier code searches in the Clippership documentation).
If a carrier code is not entered and the Use Clippership is set to Y, then features such as real-time freight calculations and rate shopping will not be available.
If you mistakenly specify the wrong code, freight totals will not be accurate and the wrong carrier will appear in the system.
3. Commercial or Residential
Select whether the carrier code is C-Commercial, R-Residential, or B-Both.
Certain carriers, such as UPS, provide services specifically for residential deliveries. A flat fee is often added for such deliveries. If the Use Clippership flag is set to Y, you can designate whether the ship via code is associated with a commercial delivery service, a residential delivery service or both.
4. Rate Shop
If the Use Clippership flag is set to Y, you can designate the ship via you are entering as a rate shop code. These codes represent groups of carrier services, such as Delivery By Next Morning, Delivery By Next Afternoon, 2nd Day Air, etc.
Rate shops are created and maintained in the Clippership program. They are also another reason why separate ship via codes should be created for different levels of carrier services.
When a rate shop code is entered in a ship via field, Clippership reviews all the carriers that offer the rate shop’s service and determines which of the carriers can deliver the order at the best price. If a certain carrier offers Next Day Delivery by 10 a.m., but not to Alaska where your order is being shipped, then Clippership excludes that carrier as an option.
The End Result: Information entered into the Terms Code Order Setup program determines which payment methods appear in the ending routines of counter sales, invoice, service order and credit memo documents. "Cash" and "Terms" appear by default.
See Also
For more detailed information on file maintenance programs, consult the following topics.