Ship via limitations

You can use the Limit Ship Via option in these functions to restrict the shipping method for a purchase order:

  • Vendor Setup-Ordering
  • Vendor Ship From Setup-General

The Limit Ship Via option is used in conjunction with Vendor Default Setup.

Selecting the option enables you to restrict the Ship Via method to only those methods from Vendor Default Setup. Because some suppliers do not provide shipping through certain carriers, this enables you to prevent an unsupported method from being specified on a purchase order.

Workflow

Before setting this option, set up Vendor Setup, Vendor Ship From Setup, and Vendor Default Setup records. Then, in Vendor Setup or Vendor Ship From Setup, select Limit Ship Via and then save the record.

Note:  If you have set up the prerequisite records correctly, you are not required to modify the Ship Via value.

Typically, when you set up default combinations in Vendor Default Setup, you would activate the Limit Ship Via option only in the corresponding setup record. For example:

  • If your combination includes a Vendor and Ship Via, you would activate the Limit Ship Via option only in Vendor Setup.
  • If your combination includes a Vendor, Ship From, and Ship Via combination, you would activate the Limit Ship Via option in both Vendor Setup and Vendor Ship From Setup records.

During the creation of a purchase order, a check is made by the system for whether the Limit Ship Via option is selected in either Vendor Setup or Vendor Ship From Setup.

Note:  The Vendor Default Setup settings are applied when you create purchase orders from these functions:
  • Purchase Order Entry
  • Sales Order Entry sourcing
  • Purchase Demand Center Entry
  • Purchase Entry Recommended Replenishment Action Report

Validation logic

The Vendor, Ship From, and Ship Via combination is validated by the system. A valid Ship Via is one that is specified in Vendor Default Setup.

If Limit Ship Via is selected, and the purchase order creation attempts to change the default Ship Via value to a non-blank value, only a Ship Via that is set up in Vendor Default Setup is permitted.

If Limit Ship Via is selected, and you use the lookup to select a Ship Via when creating a purchase order, then only valid Ship Via methods set up in Vendor Default Setup are displayed in the lookup.

If a Ship From is not specified during purchase order creation, then only Vendor Default Setup records without a Ship From are checked by the system.

If a Ship From is specified during purchase order creation, then:

  • If at least one Vendor Default Setup record with a matching Vendor number and Ship From number exists, then only those matching records are considered to determine a valid Ship Via.
  • If a Vendor Default Setup record with a matching Vendor number and Ship From number does not exist, then all Vendor Default Setup records with a matching Vendor number are considered to determine a valid Ship Via.