Ship Via Methods

The Ship Via Method is the shipping method used on Purchase Orders and Sales Orders. Vendors, Bill-to Companies, and Ship-to Companies must be assigned a Ship Via Method, which acts as the default during order entry. Added security, any Ship Via flagged as "Approval Required" on its Fulfillment tab must be added to a Ship-to Company so that it may be considered for use on Sales Orders.

System Navigation

Purchasing > Maintenance > Ship Via Methods

Edit Ship Via Method form

Opened via the "New" or "Modify" buttons on the Ship Via Methods form, the Edit Ship Via Method form is used to enter the names and shipping details for the Ship Vias that will be used throughout the system.

General tab

Field/Flag	Description
Name	Defines the name of the Ship Via Method, which must be unique.
Contact	Defines the name of principal contact for the selected Ship Via Method.
Street, Street 2, City, State, Zip	Defines the address information of the company that handles the selected Ship Via Method.
Phone, Fax, Email	Defines the Contact's telephone number, fax, and email.
Country Code	Search field used to select a Country Code.
Vendor	Search field used to select the Vendor that will be paid for the freight in connection with freight expenses on Sales Orders.
Order Type	Dropdown menu options are: All - Default Purchase Orders Sales Orders
Active	If checked, this record is active. Only active records may be used in the system.
Default	If checked, the selected record is the default used when creating a new Bill-to Company or Vendor.
Use As Delivery Address for FedEx / UPS	This checkbox is used to toggle the usage between the Ship-To address and the Ship Via address. If checked, the shipping label and rate information will use the Ship Via address and vice versa.

DSD tab

Note: The DSD tab was added beginning in version 16.07.078, and the "DSD Inventory Location" and "DSD Inventory Sync" fields, which were previously located on the General tab, where moved to this tab.

Button/Field	Description
Default DSD Location	Defines the default DSD Location, which will appear on the DSD Route Options screen when the Ship Via Method is selected.
Default DSD Cash Account	Defines the default DSD Cash Account, which will appear on the DSD Route Options screen when the Ship Via Method is selected.
DSD Inventory Location	Defines the Location that inventory will be pulled from when using the DSD Inventory Sync option and starting a route with this Ship Via Method in the DSD application. This field is only enabled when “DSD Inventory Sync” flag is checked. Note that Inventory will be returned to this location when ending a route in the DSD application. Complete information on the process is available via the Loading Trucks page.
DSD Inventory Sync	If checked, then inventory will automatically be moved from the DSD Inventory Location defined on this form to the location type/location defined when starting a route for those sales orders that contain this Ship Via Method.

Facilities tab

Only enabled when the user has security permissions for Ship via -- edit facilities tab.

Button/Field	Description
Add	If clicked, opens the Edit Ship Via Facilities form to create a new Ship via Facility.
Modify	If clicked, opens the Edit Ship Via Facilities form to modify the selected user grid. System grids may not be modified.
Delete	If clicked, deletes the selected line.

Edit Ship Via Facilities form

Opened via the "Add" or "Modify" buttons on the Facilities tab of the Edit Ship via Method form. Designed to restrict a Ship Via to a specific Facilities and order types (sales or purchasing). Example: The "ABC Freight" Ship Via can only be used to enter sales orders in the Ohio Facility.

Order type restrictions can be set on the "General" tab of the Ship Via record, or by creating links between Ship Vias and Facilities on this tab, with the more specific Ship Via/Facility link taking precedence.

Field	Description
Ship Via	Searchbox; Disabled and populated with the ship via on the Edit Ship Via Method form.
Facility	Searchbox that only displays the facility or facilities within the specified Ship Via Method records, for the order type specified.
Order Type	Drop down menu options are:All - DefaultPurchase OrdersSales Orders

User Fields tab

Deacom allows the creation of user-defined fields that, once created, are available on various master data records such as items, Vendors, and Ship-to Companies. These fields allow companies to enter and store information outside of the fields provided in the system. User fields may be added via Tools > Maintenance > User Fields.

Fulfillment tab

Field/Flag	Description
Load Unit	Search field used to define the Unit that is used to measure the "Load Size" defined.
Load Size	Defines the load size, which may be the maximum load size if necessary, in the "Load Unit" for this method. When the value is this field is exceeded on Sales or Purchase Orders, the system will prompt the user, but not prevent saving the order. If a Vendor Cross Reference Part specifies an Incremental PO Quantity , and the Vendor's Ship Via has the "Split POs on Load Size" field checked, MRP will create PO's for a multiple of the Incremental PO quantity without exceeding the Ship Via's load size. When creating Purchase Orders in MRP, the system will compare the quantity in this field to the quantity in the "PO Quantity" field on the Item Master record(s) contained on the Purchase Order. The following checks will occur: Is the Item Master's "Split POs By" field set to "PO Quantity." Is the "Split MRP POs on Load Size" field marked as true on the Ship Via, and is the quantity in this field less than the quantity in the "PO Quantity" field. If the above conditions are met, the system will use the quantity in the "Load Size" field and not the quantity in the "PO Quantity" field. If the quantity in this field is greater than the quantity in the "PO Quantity" field, the "PO Quantity" value will be used when creating POs in MRP.
Service Provider	Pick list used in conjunction with the Fed Ex API and UPS API and the "Service Type" to define the Service Provider, if applicable. Options are: None - For customers that will not use the FedEx or UPS options. FedEx UPS (Note: when using a Ship Via Method of UPS, and shipping a sales order with freight added, the system will get the necessary freight charge from UPS an add it as a line item to the order.)
Service Type	Pick list used in conjunction with the Fed Ex API and UPS API and the "Service Provider" to define the delivery method. Service Types are required by FedEx and UPS to properly process shipments. Options vary depending on the "Service Provider" selected and include selections like Ground, Priority Overnight, Same Day, etc. This list is provided by FedEx/UPS then coded into the Fed EX API/UPS API within Deacom. The Deacom Fed Ex/UPS API sends the "Service Type" selection to FedEx and UPS respectively. Companies using the FedEx/UPS options will want to name Ship Vias based on the "Service Types" that will be used in order to keep things consistent and easier for users or order entry personnel. For the "First Overnight" and "Priority Overnight" options, the Weight input on the Package Line form has been unlocked, but is optional for processing the shipment. When a Sales Order or Master Order is created or modified, a Service Type validation check is now automatically performed to ensure that any Ship Via(s) with a FedEx Service Type attached to the order are valid for the selected Ship-To Address(es). The validation check is also performed when a Ship-To Company is created or modified, with the system checking to see if the Ship Via specified on the Order Defaults tab contains a FedEx Service Type and if the address on the Ship-to is valid for the Service Type selected. A typical example for FedEx is Next Day and Next Day Priority. Rural address often does not support AM delivery, but can use Next Day PM delivery. If the FedEx Service Type is not valid for the specified address(es), the system will display an invalid service type prompt and the Ship-To record or order may not be saved until the correct Service Type is selected. A check when using Master Orders to ensure that Ship-To records do not have two different Ship-Vias entered on different lines during order entry. In this case, the user will be alerted and and informed of which lines contain different Ship-Vias.
Carrier Code (requires EDI license)	Identifies the appropriate Standard Carrier Alpha Code (SCAC) required on all 856 and 810 outbound EDI documents.
Minimum Order	Defines the minimum amount an order must reach to be able to use the Ship Via selected.
Split On Load Size	Pick list used to determine if orders with this Ship Via selected that are created via MRP will be split based on the defined "Load Size". Options are: POs - Purchase Orders with this Ship Via selected that are created via MRP will be split based on the "Load Size" defined. ICTs - Inter Company Transfer Orders with this Ship Via selected that are created via MRP will be split based on the "Load Size" defined. All - Both Purchase Orders and Inter Company Transfer Orders with this Ship Via selected that are created via MRP will be split based on the "Load Size" defined. None - Neither Purchase Orders nor Inter Company Transfer Orders with this Ship Via selected that are created via MRP will be split based on the "Load Size" defined. Note: If the load size is less than the minimum purchasable, the PO will not be created and will prompt the user "The PO cannot be created as the order quantity would be less than the minimum purchasable amount of the Ship Via".
Packing Instructions Required	If checked, Packing Instructions are required when shipping one or more Parts flagged as "Hazardous" on their Item Master Properties tab.
Approval Required	If checked, this Ship Via Method must be added to a Ship-to Company's Authorized Ship Via Methods tab to be available for use on Sales Orders. This flag must be checked in order to add records and use the "Authorized Ship-To Companies" tab on this form.

Authorized Ship-To Companies tab

The Authorized Ship-To Companies tab allows users to authorize Ship-To Companies for this specific Ship Via Method. This in turn will add the Ship Via Method as authorized on the Authorized Ship Via Method tab on the Edit Ship-To Company form. This is used to support Direct Store Delivery functionality where the route contains a Ship Via Method which often represents a truck. Note: the "Approval Required" flag on the Fulfillment tab of the Ship Via Method must be set in order to add records to this tab.

Edit Authorized Ship-To Companies form

Field/Flag	Description
Ship-To	Selected the desired Ship-To Company
Minimum Order	Defines the minimum amount an order must reach to be able to use the Ship To selected.
Delivery Labor	Defines the amount of labor associated with the selected Ship To.
Delivery Burden	Defines the amount of burden associated with the selected Ship To.
Override Ship Via Defaults	If checked, the "Minimum Order", "Delivery Labor", and "Delivery Burden" values defined on this form are used. If not checked, the "Minimum Order", "Delivery Labor", and "Delivery Burden" values defined on the Ship Via record are used and those fields are disabled on this form.