Estimating Freight Charges on Sales Orders

Many times, customers want to have an estimation of what the freight charges will be on a particular order. Use the Freight Estimation utility to calculate the approximate shipping charges.

Using the Freight Estimation Parameters control maintenance record you can identify which shipping services your company allows and activate those services for freight calculation through Sales Order Entry. Then, use the Freight tab in Ship Via Maintenance to define by ship via if users are allowed to estimate freight and what the default shipping method is when estimating.

Note: Both UPS® and FedEx® have pre-defined services you can use. For a list of services, see UPS Service IDs and Descriptions and FedEx Service IDs and Descriptions in the Control Maintenance documentation. To add an additional service, use the Freight Estimation Parameters control maintenance record.

To estimate freight on a sales order:

  1. Display the sales order on which freight needs to be estimated.

  2. Click the Status tab.

  3. Use the Ship Via needed for freight estimation.

Based on your Freight Estimation Parameters the system either prompts you asking if you want to estimate freight or automatically displays the OE Freight Distribution/Estimation window. Additionally, from the Totals tab, use the Additional menu to select OE Freight Distribution/Estimation.

The Incoming and Outgoing Freight and Handling charges begin at zero.

  1. Use the Freight Estimation area to complete the following:

Field

Description

Estimated Weight (lbs)

The system populates this field with an approximate weight based on the standard weights listed for the products on the order.

You can change the approximate weight for the entire order, if needed. You can use whole numbers or integers. For example, if you estimate the order weighs 2.5 pounds, enter 2.5.

Service

The system uses the current available services and calculates the approximate shipping charge for the order and displays the rate in the Rate column for each corresponding service.

Note: You change the value in the Estimated Weight field and press Enter to recalculate the rates.

Available services are determined by the Freight Estimation Parameters control maintenance record.

Rate

  1. Use the check box column to select the rate the customer wants to use for the order.

The system populates the upper part of the screen with the corresponding charges. The system populates the calculations in the Outgoing Freight Billable or Outgoing Freight Expense fields based on the Freight field in the Header tab of the sales order.

  1. From the File menu, select Save.

  2. Exit the window and return to the order.

About Call and Response for Freight Estimation

The system sends a call to retrieve the freight information from the individual carrier select. These settings are outlined in the Freight Estimation Parameters control maintenance record.

Check the Requests

If you are not getting the response you expect, you can look at is the request/response files for each carrier:

LAST.ACTION~FEDEX.ESTIMATE.FREIGHT.REQUEST

LAST.ACTION~FEDEX.ESTIMATE.FREIGHT.RESPONSE

and

LAST.ACTION~UPS.ESTIMATE.FREIGHT.REQUEST

LAST.ACTION~UPS.ESTIMATE.FREIGHT.RESPONSE

The first of each of these from each carrier Eclipse creates. The second is the carrier’s response. It may contain more detailed error information to help you or a system administrator troubleshoot the information. These requests and responses are overwritten with each request.

Note: This request check should be done through the Eclipse Program Editor. Especially for FedEx files, which are not formatted, you should open them in the Program Editor and copy them out to an .xml readable format. We recommend contacting Eclipse Support if you are unfamiliar with the Program Editor.

Additionally, FedEx files are not formatted. We recommend

Test the Connection

Additionally, if no data is being retrieved or displayed, check the URL to make sure the web site you are trying to contact is up and running. Check the URL entered in the Freight Estimation Parameters control maintenance record to make sure you can access the site. If the site is up, you may receive an XML response running. For example:

<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/">

<soapenv:Header/>

<soapenv:Body>

<soapenv:Fault>

<faultcode>soapenv:Client</faultcode>

<faultstring>

9999: Empty web-service request, unable to determine service.

</faultstring>

<detail>

<con:fault xmlns:con="http://www.bea.com/wli/sb/context">

<con:errorCode>9999</con:errorCode>

<con:reason>

Empty web-service request, unable to determine service.

</con:reason>

</con:fault>

</detail>

</soapenv:Fault>

</soapenv:Body>

</soapenv:Envelope>

See Also:

Distributing Freight and Handling Charges

Applying Freight Charges by Box