Creating Ship Vias

Use the Ship Via Maintenance screen to create ship vias and assign a method for determining the tax jurisdiction and other codes to each one.

Ship via codes are a primary part of determining the correct tax jurisdiction to be used for a sales order and the default order status if no customer order status is found in customer maintenance.

To create a ship via:

From the Files menu, select Ship Via to display the Ship Via Maintenance screen.
In the ShipVia/New field, type the word new and press Enter.
At the prompt, type the name of the ship via, up to 15 characters, and press Enter.
In the Short Name field, type a meaningful abbreviation of the ship via name, up to four characters, and press Enter. This short name displays on the following screens:
Order Entry Status
Invoice Preview Queue
Fleet Scheduling Maintenance

In the Tax Code field, enter a tax jurisdiction method to be used by the system when determining the tax jurisdiction associated with this ship via.

If you create a new ship via record, you must populate this field.

The system provides the following methods:

Tax Jurisdiction Method	Uses the tax jurisdiction of the zip code of the...
SHIPTO	ship-to address of the order.
BRANCH	shipping branch.
BRANCH.PRC	pricing branch.
BRSHIPTO	shipping branch when the ship-to’s state matches the shipping branch’s state. Otherwise, it uses the tax jurisdiction of the zip code of the ship-to address of the order.
PBRSHIPTO	pricing branch when the ship-to’s state matches the pricing branch’s state. Otherwise, it uses the tax jurisdiction of the zip code of the ship-to address of the order.
Geocode	specific tax jurisdiction code, or geocode, if your company uses the Eclipse National Sales Tax Database companion product, that will always be used for this ship via code.

In the Default Status field, enter the default order status to be used for this ship via. This order status may also be used by Eclipse as a backorder status. Press F10 to display a list of status codes and select one.
In the Freight Allowed field, specify whether orders using this ship via are exempt from freight charges. This is also known as freight allowed. This field is required.

Y – Does not charge freight on any order using this ship via.
N – Charges freight on any order using this ship via.

In the Ignore Cash Req field, enter one of the following to determine whether an order using this ship via allows the system to ignore the cash requirement when the order is for a COD customer.

Cash requirements are defined on the Credit Control Parameters screen. For more information, see Defining Payment Terms and Credit Control Parameters.

Y – Does not prompt for cash from a COD customer order using this ship via.
N – Prompts for cash from a COD customer order using this ship via.

Note: If you leave this field blank, the system processes this information as if you had entered N.

P – Does not prompt for cash when order generation is processed if cash is required on the order. Instead, after the user confirms the final status of the order on the Warehouse Picking Confirmation screen, the system displays the SOE Totals screen and prompts the user for cash at that time.

Note: Does not prompt for cash only when a Pick Up Now order generation exists on the order.

In the Process Status field, indicate whether a Pick Up Now order becomes an invoice (I) or a temporary ship ticket (T), when you press Esc to process the order.

Code	Status	Description
I	Invoice	The value of the shipment is added to accounts receivable when the product is shipped.
T	Shipping Ticket	The value of a shipment is added to "Unbilled A/R" until it is actually received by the customer. Then someone changes the status to I and the value moves to A/R.

In the Print Status field, enter the default print status to be assigned to an order using the designated ship via. If left blank, the system uses the default print status assigned to the order status, as defined in the Order Status Print Status Defaults control maintenance record.

Invoices can be assigned a print status shown in the table below. This print status is assigned to the order generation when a shipping ticket is printed and the order is processed.

Code	Status	Description
N	No Print	Invoices do not print. This is the status assigned after an invoice is initially printed by the Print Invoices program.
P	Detailed Invoice Preview Report	The invoice is selected for and included in the Detailed Invoice Preview Report. This is a typical print status setting for an invoice.
Q	Invoice Preview Queue	The invoice is selected by the Invoice Preview Queue, if that program is used before the Detailed Invoice Preview Report. At the Invoice Preview Queue, the print status of the invoice can be changed to “P” if you want the invoice to be included in the Detailed Invoice Preview Report.
B	Batch Print	The invoice is available to the Print Invoices batch program.
M	Flag to be Placed on Manifest	The order can be placed on a shipping manifest. Once the invoice has been placed on a manifest, the print status remains an “M” until the shipping manifest is closed. Once the shipping manifest is closed, Eclipse checks the Print Status Override on Manifest Close control maintenance record for the associated branch to see if the print status should then be overridden. If no override is specified, when the shipping manifest is closed, the print status is reset to the default print status that was assigned to the invoice transaction type in the Order Status Print Status Defaults control maintenance record.

In the Pick Priority field, enter the priority number you want to assign to the order next to that order's ship via code. Zero or a blank field is the highest priority. The information in this field determines the order in which the system lists pick tickets on the Pick Select screen. For more information, see Assigning Pick Priority.
In the Branch Demand Override field, enter the branch or branches to which you want to transfer demand.

Note: We recommend that before using this field that you set the Assign Demand Forecast To Price/Ship Branch Or By Zip Code control maintenance record.

Use the hot keys as needed, to assign additional information to the selected ship via.

Hot Key	Function
Freight	Assign automatic freight and handling charges as a flat rate and/or a fixed percentage of the order total to the ship via.
Delivery Info	Define route delivery information for the ship via.
Associate Vehicle	Associate the ship via with a specific piece of equipment, such as a truck, for which you are tracking expenses and calculating profitability.
SOE UD Docs	Identify user-defined shipping documents to be printed for every shipment that uses the ship via.
Addl	Enter additional information related to the designated ship via. For more information, see Assigning Additional Information to Ship Vias.
Cred Card	Set a default upcharge for the ship via, to ensure that the amount of pre-authorized funds is enough to cover the amount for goods and any potential freight and handling.
Status	Assign order in-process statuses to the ship via. We recommend that you assign the statuses in the expected order of progression. These statuses are defined using the RF Valid Order In-Process Statuses control maintenance record.
Delete	Delete the currently displayed ship via.
WOE Desc	Enter an alternate description for the designated ship via to be used in Web Order Entry. If filled in, this WOE description will be used to identify the ship via, instead of the ship via code shown on the Ship Via Maintenance screen, in the Ship Via field on the Shipping Information page in Web Order Entry. When an order is submitted from Web Order Entry, the ship via code entered on the Ship Via Maintenance screen will be stored in the ledger record rather than the WOE Description.
Hold Code	Press F10 and select a hold code to have the system stop a satellite shipment. A hold code is a user-defined code you can apply to identify a ship via as being on hold, disputed, or in some way questionable. You can also set up a hold code to mark it in a significant way that is useful for your company. You create hold codes using the Valid Customer Invoice Status Codes control maintenance record. For more information, see Shipping Sales Orders Directly from Other Branches. When you create a hold code, the system applies the code whenever a satellite shipment is made.

When you are finished creating the ship via, press Esc to save the record.