Sales Shipping Feedback Entry - Shipping Details - Header field descriptions

Fields are presented in alphabetical order by section.

Billing and Shipping Address

Bill To

The name, street address, city, state, and zip or postal code for the order. This information is display-only.

Ship To

The name, street address, city, state, zip or postal code, and country to which the order is to be shipped. You can edit the address but not the ship to name. Changes apply only to this order. Customer Setup and Customer Ship To Setup records are not changed.

For Counter Sales (CS) orders for miscellaneous customers, specify the correct ship to name and address. This is for your own protection. If you do not specify the correct information and the customer returns all or part of the order, you have no way to verify it is the correct customer. Because all miscellaneous customers are listed under 999999999999, specifying the ship to name and address is the only method of individual identification. Three address lines are allowed but not required. If you require only one line, specify it on the first line. The address prints on all pick tickets, acknowledgments, and invoices. If you change the ship to address, the sales order is validated against Product Restrictions Setup records to prevent restricted products from being sold to an unauthorized customer. Unless a restricted product on a sales order line is already overridden or sent to lost business, each line is re-validated against the restriction records to determine if the products can be sent to that address. If a product restriction applies to the order, an error message is displayed and the order cannot ship until the restricted product is removed or the restriction is overridden in Sales Order Entry.

Address Override: The Address Override setting is part of the Address Validation feature that ensures the address is valid for taxing. The Address Override setting is selected from the Address Validation pop-up. The pop-up window is automatically displayed from the tax-related address sections of this function if there are errors or differences. The Address Validation pop-up shows the current address side-by-side with the suggested third-party address. Third-party address is available with AvaTax and Vertex Cloud. From the pop-up window, you can update the address. You can also select the Address Override option. This override accommodates a General Delivery address, which overrides the default behavior of the third-party's calculation. For example, AvaTax instead makes the tax calculation from the General Delivery address and avoids an error. This is beneficial when the address is not in the United States Postal Service (USPS) database yet, such as with new construction.

Shipping Information

# Packages

Use with the Package ID in Sales Order Inquiry-Totals. If you are interfacing with a third-party shipping application, this field is updated by that application. Orders may have several line items and multiple packages. Use for internal tracking to ensure that all packages are accounted for before the order is shipped. If an order is processed in the Shipping Interface and you must adjust the order, it can be unshipped from the shipping application or Sales Entry Shipping Feedback Entry. The manifest and packages remain intact.

Approve

The approval status of the order is displayed in this field. If the value is something other than y, the order is on hold and cannot be further processed until the hold(s) is removed.

The Approval field functions differently depending on whether you use legacy hold codes or operational hold codes. Your ability to process hold codes depends on your operator security. If you use legacy hold codes, the value in this field can be y or a valid hold code. If you use operational hold codes, the value in this field is either y or n. You cannot edit this field directly. Operational hold codes are released on the Operational Hold Code Approval page, which is accessed by clicking the right arrow if present. The value in this field changes to y after the last operational hold code is released.

If you approve an order (take the order off hold), the sales order is validated against Product Restrictions Setup records to prevent restricted products from being sold to an unauthorized customer. Unless a restricted product on a sales order line is already overridden or sent to lost business, each line is validated against the restriction records to determine if the products can be sold to the customer. The ship to address and the ship date are also validated. If a product restriction applies to the order, an error message is displayed. Restricted product errors must be addressed in Sales Order Entry.

Country

The value in the Country field defaults from the Customer Setup or Customer Ship To Setup record at the time the sales order is initiated. You should retain the default, unless you have changed the Ship To address in the Billing and Shipping Address section on this window. In that case, the Country values must match.

Instructions

The shipping instructions automatically come from the Sales Order Entry header and are defined by the user. They should be related to special instructions needed to ship the order to the customer. This field can be used for other user-defined purposes. The shipping instructions print on all pick tickets.

Package ID

User-defined field that can be used for internal tracking of a package's contents and value. Each package can have a unique identification number assigned to it. View the package ID information on Sales Order Inquiry-Totals.

Pick Initials

Displays the initials of the person responsible for picking the products from the shelf.

Require Invoice Verification

Field is visible when Use Invoice Verification is enabled in SA Administrator Options-Documents-Sales Orders-Processing. Invoice processing is prevented for any sales order where the Require Invoice Verification field is set to Yes. A Yes value indicates that an operator must review the invoice and change the field to No before the sales order can be invoiced. Care should be taken when selecting Yes, as a delayed invoice results in delayed payment to you. The default value for this field is No.

This field cannot be updated by any external BODs or API programs that create or modify sales orders.

Route

Displays the route/day/stop for this order specified on the Sales Order Entry header. If necessary, update the information in this field to change the truck delivery for this order.

Ship Date

Ship on the Sales Shipping Feedback Entry window. If you click The date the order is to be shipped to the customer. The shipped date initially defaults to the current date when you select an order and click Unship, the date is cleared. If it is blank, the date is updated from Sales Entry Invoice Processing Report. This field is required if the order is in Stage 3 (Shipped) or greater. If you are interfacing to a third-party shipping application, the ship date automatically comes from the application.

Ship Via

Displays the carrier used to ship the packages.

Staging Area

Indicates to the warehouse personnel where to store the order as it is being prepared for shipment. The staging areas include aisles, racks, shelves, bins, floor sections, dock areas, and so on. Generally, a staging area is used for Ship Complete and Tag & Hold orders. The staging area prints on all pick tickets.

Addons

Addon Amount

The addon amount specified for this addon in SA Order Entry Addon Setup. The amount can be an amount or a percentage, depending on theAddon Type setting in SA Order Entry Addon Setup. If it is a percent, the value is multiplied against the line item total to yield the addon amount. A product surcharge is always displayed as an amount, not a percent. The Addon Amount can be overridden by expanding the addon in the grid. However, if you do override the existing value, the addon is not recalculated if you change any of the line items on the order.

Addon Description

The description specified for this addon in SA Order Entry Addon Setup. The Addon Description can be overridden by expanding the addon in the grid.

Addon Type

The addon type specified for this addon in SA Order Entry Addon Setup for the Addon Amount. The type is either Amount or Percentage. If it is a percent, the value is multiplied against the line item total to yield the addon amount. The Addon Type can be overridden by expanding the addon in the grid.

Bill Direct Purchase Order Addons

If you have elected to automatically pass on purchase order (PO) addon charges for freight and handling to sales orders for Direct Order Purchase Orders (DO PO) that are tied to a sales order, this is the amount of the PO addon passed back to the sales order. When Backorder Fill is run as part of the receiving process, addons are passed back to the sales order(s) if the option Bill Direct PO Addons has been selected on the sales order. This option is selected based upon the system-wide setting, Bill Direct PO Addons To Sales Orders, in SA Administrator Options-Documents-Sales Orders-Back Orders, and is controlled even further on the customer or ship to record.

COD Addon Amount

The addon amount applied to the order as a COD Addon. The COD addon amount is defined in Customer Cash on Delivery Addon Setup and is applied to the order during Sales Order Entry.

If the Calculate COD Addon in Standard Shipping option is selected in SA Administrator Options-Documents-Sales Orders-Processing, the COD amount is calculated by Distribution SX.e, stored in the OEEH table, and displayed here.

Inbound Freight Required

This option is selected by default if the customer's Freight In/Out option is selected in Customer Setup-Ordering.

Outbound Freight Required

This option is selected by default if the customer's Freight In/Out option is selected in Customer Setup-Ordering.

Update Freight Charges from Parcel Management

This option is selected if the External Shipping Override option was selected for the order in Sales Order Entry-Taxes & Totals-Addons To waive charges for customers that usually get charged freight, uncheck this option.

Totals

# of Lines

Total number of line items on the order.

Cube

Total cube dimensions of all items on the order.

DATC

The DATC amount defaults from the sales order when the DATC Product Charge method is Customer Charge in Customer Setup-Ordering.

Order

Total order amount.

Quantity Ordered

Total quantity ordered.

Shipped

Total shipped items.

Weight

Total weight of all items on the order.

Freight Rate Shop

Customer #

The value in this field defaults from the customer specified at the time the sales order is initiated.

Freight Rates

In this grid, any applicable freight rates for a Ship Via are displayed.

Message

If one or more of your products does not have a weight record, and the Freight Free option is not selected in Product Warehouse Product Setup-General, a message is displayed so you are aware the weight-freight calculation is not based on all products: Warning Product With No Weight (8078) Lines: # of lines.

Order #

The order number of the selected order.

Order Weight

Calculated based on the sum of the weights of ordered line items. Do not change this value unless you are sure of the weight. If the product’s Freight Free option is selected in Product Warehouse Product Setup-General-Freight, the product is excluded from the calculations in Freight Rate Shop. For a stock product, the weight is set up in Product Setup-General. For a nonstock product, the weight is set up in Product Catalog Setup-General. If one or more of your products does not have a weight record, and the Freight Free option is not selected, a message is displayed so you are aware the weight-freight calculation is not based on all products: Warning Product With No Weight (8078) Lines: # of lines.

Recalculate

Optionally, you can modify the Order Weight or Ship Weight. Do not change these values unless you are sure of the weight. If you changed the values in the Order Weight and Ship Weight fields, click Recalculate to recalculate the Order Freight or Ship Freight values listed for the Ship Via records in the grid.

Select

In the Freight Rates grid, selection check boxes are available with the Ship Via records listed. You can select a Ship Via Type different from the one noted in the current Ship Via field on the sales order. By default, the records are sorted from lowest rate to highest rate. When a record is selected, the Select button is enabled. Click Select to apply the selected ship via and freight rate to your order. Your change is reflected in the current Ship Via in the basic order information. Save any updates to the value in the Addon section in Sales Shipping Feedback Entry-Header and, also update the order.

Ship Via

Shows the carrier used to ship the packages.

Ship Weight

Calculated based on the sum of the weights of shippable line items; that is, what you can ship versus what was ordered. For example, part of the quantity may need to be backordered, thus the backordered quantity weight is not calculated. Do not change this value unless you are sure of the weight.

If the product’s Freight Free option is selected in Product Warehouse Product Setup-General, the product is excluded from the calculations in Freight Rate Shop. For a stock product, the weight is set up in Product Setup-General. For a nonstock product, the weight is set up in Product Catalog Setup-General. If one or more of your products does not have a weight record, and the Freight Free option is not selected, a message is displayed so you are aware the weight-freight calculation is not based on all products: Warning Product With No Weight (8078) Lines: # of lines.

Warehouse

The value in this field defaults from the warehouse specified at the time the sales order is initiated.

Zip

The value in this field defaults from the customer specified at the time the sales order is initiated.