To set up freight order grouping control

The most efficient way to set up the data that controls the way freight orders are grouped by Shipping Office and freight order lines are grouped by Planning Group is as follows:

Define shipping offices in the Shipping Offices (fmfmd0180m000) session.
Link warehouses to shipping offices in the Warehouses by Shipping Office (fmfmd0185m000) session. This step is not mandatory. For more information, refer to Group freight orders by means of shipping office matrices and/or warehouses.
Define planning groups in the Planning Groups (fmfoc0150m000) session.
Link planning groups to shipping offices in the Planning Group - Shipping Office (fmfoc1100m000) session.
Set login codes in the Users by Shipping Office and Planning Group (fmfoc1105m000) session.
Define shipping office matrix definitions in the Shipping Office Matrix Definition (fmfoc1130m000) session. This step is not mandatory. For more information, refer to Group freight orders by means of shipping office matrices and/or warehouses.
Define shipping office matrices in the Shipping Office Matrix (fmfoc1140m000) session. This step is not mandatory. For more information, refer to Group freight orders by means of shipping office matrices and/or warehouses.
Define the entities responsible for freight planning in the Internal Freight Responsibilities (tcitr2130m000) session. The shipping office linked to the responsible entities defined in this session are used in the freight order creation and freight planning process. The shipping offices are linked to the responsible entities by the shipping office matrices defined in the previous steps.
Define matrix definitions in the Plan Matrix Definitions (fmfoc1110m000) session.
Define planning group priorities by linking matrix definitions to shipping offices in the Plan Matrix Definitions by Shipping Office (fmfoc1115m000) session.
Define plan matrices in the Plan Matrix (fmfoc1120m000) session.

Group freight orders by means of shipping office matrices and/or warehouses

To group freight order headers by shipping office, you can perform the following setup:

Set up freight order matrices to determine the shipping office that must be allocated to freight orders.
Link shipping offices to warehouses
Do both

A shipping office matrix provides more criteria to select a shipping office for freight order headers than the warehouse-by-shipping-office links defined in the Warehouses by Shipping Office (fmfmd0185m000) session. For more information, refer to Shipping office matrices.

If you use both shipping office matrices and shipping offices linked to warehouses to select shipping offices, shipping offices are first allocated by means of shipping office matrices. If the shipping office matrix searches are without results, shipping offices are allocated by means of warehouse-by-shipping office links defined in the Warehouses by Shipping Office (fmfmd0185m000) session.

Note that if you use Freight in a multicompany setup, you must define shipping office matrices and shipping office matrix definitions. For freight orders used in direct deliveries, you must also use shipping office matrices to select a shipping office. For more information, refer to To use Freight Management for direct deliveries.