Setting up additional carrier and freight data

To support corporate- and warehouse-level freight programs that use portions of the Electronic Data Interchange (EDI) TD5 additional carrier details segment, you must set up values for the Ship Via, Freight Terms, and Frt Bill Account fields. You can also set up default settings for vendors and vendor warehouses.

Use these instructions to set up the data:

  1. Ship Via codes define the carriers and freight methods. Ship Via codes and descriptions are created in SA Table Code Value Setup. The first three characters of the four-character code should identify the carrier; the fourth character should indicate the freight method. For example, the Ship Via code for UPS with next day service might be defined as UPSN.
  2. Freight Terms codes define freight billing methods which indicate who is paying the freight bill. Freight Terms codes and descriptions are created in SA Table Code Value Setup. You can use International Commercial Terms (Incoterms), or you can create and define your own freight terms. For example, ‘cod’ could represent freight collect, or ‘dist’ could represent distributor. To indicate that you are paying the freight bill for a freight term, click Distributor in the Bill Account Code field. Otherwise, leave blank.
  3. Optionally, you can set up Ship Via and Freight Terms default settings for a vendor in Vendor Setup or a warehouse in Vendor Ship From Setup. The default values for these fields update the same fields on a purchase order, but they can be changed.
  4. Freight billing accounts are set up for your company, or warehouse(s), and a freight carrier in SA Freight Bill Account Setup. The freight carrier specified in Freight Billing Account window is validated against the Ship Via codes in SA Table Code Value Setup. If you are setting up a billing account for a warehouse, the warehouse is validated against Product Warehouse Description Setup.

    The Freight Terms and Freight Billing Account fields are required for corporate- and warehouse-level freight programs that use portions of the Electronic Data Interchange (EDI) TD5 additional carrier details segment. Otherwise, the Freight Terms and Freight Billing Account settings are optional.

    When creating a purchase order in Purchase Order Entry, the Freight Billing Account field might update based on the Ship Via and Freight Terms codes. You can change each of these settings. If changing the Ship Via or Freight Terms settings causes the freight bill account to change, click Yes to accept the change, or No to keep the existing freight bill account number. If you click Yes, you can specify any freight bill account number in the Freight Billing Account field. The account does not have to be set up in SA Freight Bill Account Setup.

    You can also change the Ship Via, Freight Terms, and Freight Billing Account settings on a purchase order in Purchase Demand Center Entry. The fields are in the Shipping Information section on the Header view of a selected report.

Related topics