Alternate ship via overview and set up

Set up

By default, the alternate ship via functionality is not enabled. Select Use Alternate Ship Via option in the SA Administrator Options-Documents-Sales Orders-Entry Settings screen to enable this functionality. Then, select Enable Alternate Ship Via option in Product Warehouse Description Setup to activate this functionality.

When enabled, you need to specify setup data in these screens before activating:

• Warehouse Description Setup-Other: Use to activate the functionality
• Sales Freight Rate Setup: Use to set up the functionality
• Sales Freight Zone Setup: Use to set up the functionality
• SA Table Code Value Setup: Use to set up ship via and optionally alternate ship via group

Locking and unlocking ship via

Select Ship Via Locked option in the Customer Ship To Setup and/or Customer Setup screens to enable or disable the Ship Via field in Sale Order Entry screen. If you lock the ship via, then the ship via as defined in the setup screens must be used. If you select this option, then these effects follow:

• The Ship Via field in the Sales Order Entry screen’s is disabled. You cannot select a ship via different from the one which is defaulted from either Customer Ship To Setup or Customer Setup screens.
• The Alternate Ship Via list is not displayed in the Sales Order Entry screen as validation of the order’s ship via is not performed.
• The Lock icon is displayed adjacent to the Ship Via field in the Customer Setup screen .

You must use Personalize to display this field and the lock icon, which are hidden and unselected by default.

If Ship Via field has value in both the Customer Setup and Customer Ship To Setup screens, then the value in the Ship Via field in the Customer Ship To Setup screen takes precedence.

Order Freight Rate Setup-Excel import

Data set up in the Sales Freight Rate Setup screen may be done manually. Optionally, records can be imported using one or more Excel spreadsheets.

Ensure that these columns are available in each spreadsheet:

• Warehouse: Required column. Blank is allowed. Must exist in Product Warehouse Description Setup.
• Ship Via: Required column. Ship via must exist in SA Table Code Value Setup.
• Zone: Required column. Blank is not allowed. If the Use Alternate Ship Via option is enabled in SA Administrator Options-Documents-Sales Orders-Entry Settings screen, then you can specify blank.
• Over Maximum Rate: Specify a value greater than zero.
• Fallback Ship Via: Ensure that the value exists in SA Table Code Value Setup-Ship Via screen.
• Display in Order Entry: If the value begins with a 'y' or 't', then the value is considered true, otherwise false.
• Validate Against Zip Code: If the value begins with a 'y' or 't, then the value is considered true, otherwise false.
• Alternate Ship Via Group: Ensure that Alternate Ship Via Group exists in the SA Table Code Value Setup.
• Weight Limit: A pipe (|) delimited list of the weights to be loaded into the Freight Rate grid.
• Freight Rate: A pipe (|) delimited list of the freights to be loaded into the Freight Rate grid.

Sale Freight Zone Setup-Excel import

Data set up in the Sales Freight Zone Setup screen may be done manually. Optionally, records can be imported using one or more Excel spreadsheets.

Ensure that these columns are available in each spreadsheet:

• Warehouse: Required column. Blank is allowed. Warehouse must exist in Product Warehouse Description Setup.
• Ship Via: Required column. Ship via must exist in SA Table Code Value Setup screen.
• Beginning Zip Code: Required column.
• Ending Zip Code: Required column. The value must be logically greater than the value in the Beginning Zip Code field.
• Zone: Required column. Blank is not allowed. If the Use Alternate Ship Via option is enabled in SA Administrator Options-Documents-Sales Orders-Entry Settings screen, then you can specify blank and the filed is no longer a mandatory field.
• All Zip Codes: If the value begins with a 'y' or 't', then the value is considered true, otherwise false. The Beginning Zip Code and Ending Zip Code fields are to be set to ALL.
• Zip Code Begins With: If the value begins with a 'y' or 't', the value is considered true, otherwise false. The Beginning Zip Code and Ending Zip Code fields must match. This option is disabled if All Zip Codes check box is selected.

Using alternate ship via and freight rate in Product Warehouse Description Setup

You can use the alternate ship via functionality and freight rate functionality separately or together in a warehouse. To use only alternate ship via for a specific warehouse, you can disable freight rate for that warehouse. Use these options in Product Warehouse Description Setup as per your business requirements:

• Enable Alternate Ship Via
• Enable Freight Rate

Enabling alternate ship via in TWL

To validate and view the alternate ship via in TWL, ensure this setup:

• Enable Alternate Ship Via option in the SA Administrator Options-Documents-Sales Orders-Entry Settings screen.
• Enable Alternate Ship Via option in the Product Warehouse Description Setup-Other screen.

TWL Outbound - Order Drop Manager

To enable alternate ship via functionality, you must set up the desired ship via(s) as carrier(s) in the TWL Outbound-Shipping-Carrier Master screen, even if they are already set up in SA Table Code Value Setup for Ship Via. You can update the Carrier field only when one row is selected in the grid.

TWL RF

If you specify an invalid carrier, then a message regarding invalid carrier is displayed in these screens:

• 6) Packing, 8) Carrier Change
• 7) Shipping, 4) Carrier Change

eCommerce Orders through API sxapioefullordermntv6

Alternate ship via validation is carried out for all order types using this API. Invalid ship vias are determined based on warehouse and shipping zip code of the inbound order API as filtered against matching alternate ship via records created in Sales Freight Rate Setup and Sales Freight Zone Setup. Invalid ship vias are replaced with the value in the Review Ship Via field in Product Warehouse Description Setup-Other screen.

Alternate Ship Via Group ship via found in an inbound order API are evaluated. If a valid Sales Freight Rate Setup record that has that alternate ship via group is found and is validated against any Sales Freight Zone Setup records, then that Sales Freight Rate Setup record’s ship via is assigned, replacing the inbound API’s alternate ship via group. If an inbound alternate ship via group cannot pass validation, then the value in the Review Ship Via field in the Product Warehouse Description Setup screen is assigned.