Ship Via product restrictions now supported

You can now identify specific Ship Via requirements for a product and place sales orders on hold when those requirements are not met. Failure to comply with shipping or special handling requirements, such as carrier type or refrigeration, could lead to regulatory fines, or your customers could receive spoiled products. This enhancement can help ensure that your shipment requirements are consistently and reliably met.

Use these new features to restrict products to specific Ship Via parameters:

  • Product Shipping Restriction Setup
  • Special Handling tab in Product Setup
  • Shipment Type selection in SA Table Code Value Setup-Ship Via

Use the new Product Shipping Restriction Setup function to set up Ship Via restrictions by product, product line, or product category. These restriction records can apply to sales orders or warehouse transfers with a specific Ship Via selection.

In addition, you can select special handling restrictions for a product with the new Special Handling tab in Product Setup. The special handling codes on this tab are set up in the new Special Handling table in SA Table Code Value Setup. These special handling restrictions can be used to define product characteristics that affect packaging and shipment requirements. For example, you may create a Special Handling code that specifies a dry ice packaging requirement.

You can also identify the shipment types allowed for a Ship Via with the new Shipment Type field in the Ship Via table in SA Table Code Value Setup.

Product shipping restriction validation

New validation logic associated with this enhancement is used in Sales Order Entry, Sales Shipping Feedback Entry, Transfer Entry, and Transfer Shipping Entry. If a shipment restriction record or special handling record applies to the product, then the shipment-related settings from the sales order or warehouse transfer order are validated against those records. When an invalid shipment is found on a sales order, the order is placed on hold using the hold code specified in SA Administrator Options-Products-Product Restrictions. External shipping application integrations do not validate against the product shipment restriction records.

Feature activation

Enable this enhancement in SA Administrator Options-Products-Product Restrictions. Select the Products, Product Line, Product Category, and Special Handling options to enable the related product shipping restrictions. Specify a value in the Hold Code field to be applied to the order when an active shipping restriction is found.

Operator access to the new Product Shipping Restriction Setup screen is determined by standard functional security in SA Operator Setup.