Customer Shipping Rule Maintenance

Menu Path: Warehouse Management $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Shipping and Delivery Logistics $Images\bluerarw.gif$ Customer Setup $Images\bluerarw.gif$ Customer Shipping Rule Maintenance

Purpose

Create, edit, or delete customer shipping rules.

Overview

Use Customer Shipping Rule Maintenance to set up rules to determine the selection of a freight carrier for orders. This generally includes details of customer requirements in their routing guide. For more information, see Shipment Carrier Selection FAQ.

Note It is important to make sure that a customer’s orders are shipped according to their routing guide, especially when shipping to mass merchants that generally issue a chargeback to their suppliers for non-compliance.

Customer shipping rules are only used to determine the shipper for a sales order if the shipper is not specified on the planned bill of lading for the order or the order.

Creating Customer Shipping Rules

To create a customer shipping rule:

Click the New button in the ribbon.
If you want to create a shipping rule for all customers, select the All Customers check box. If you want to create a shipping rule for a specific customer, enter the customer code in the Customer Code field, or click the Lookup button to select a customer code.

Note To set up a company-level default, select the All Customers check box.

If you want to create a shipping rule for all locations, select the All Locations check box. If you want to create a shipping rule for a specific location, enter the location prefix in the Prefix field, or click the Lookup button to select a location prefix.

Note To set up a company-level default, select the All Locations check box.

If you want to create a shipping rule for all ship-to addresses, select the All Ships To check box. If you want to create a shipping rule for a specific ship-to address, enter the ship-to address ID in the ID field, or click the Lookup button to select a ship-to address.

Note To set up a company-level default, select the All Ships To check box.

Enter the store number for the shipping rule in the Store Number field.
If you want to create a shipping rule for all ZIP codes, select the All Zip Codes check box. If you want to create a shipping rule for a specific range of ZIP codes, enter the first number in the range in the Begin field and the last number in the range in the End field.
Click the Lookup button for the Shipping Method field, and select the shipping method. Select either Air or Ground.
Enter the preferred Less Than Truckload (LTL) shipper for the shipping rule in the Preferred LTL Shipper field, or click the Lookup button to select the preferred LTL shipper.
Click the Lookup button for the LTL Freight Terms field, and enter the freight terms for the LTL shipper you selected in step 8.
If you do not want to create bills of lading for the LTL shipper, clear the Automatically Create BOL check box.
Enter the preferred small package carrier (SPC) shipper for the shipping rule in the Preferred SPC Shipper field, or click the Lookup button to select the preferred SPC shipper.
Click the Lookup button for the SPC Freight Terms field, and enter the freight terms for the SPC shipper you selected in step 11.
Specify whether the shipping rule includes weight and/or carton limits, as follows:

To set up a weight limit for the shipping rule, click the Lookup button for the Use Weight/Carton field, and select Weight Only.
To set up a carton limit for the shipping rule, click the Lookup button for the Use Weight/Carton field, and select Cartons Only.
To set up a weight and carton limit for the shipping rule, click the Lookup button for the Use Weight/Carton field, and select Weight or Carton.

If you are using a weight limit for the shipping rule, enter the maximum weight and unit of measurement for the shipping rule in the Weight Limit field.
If you are using a carton limit for the shipping rule, enter the maximum number of cartons for the shipping rule in the Maximum Cartons field.
Enter the freight free order amount for the shipping rule in the Freight Free Amount field.
Click the OK button in the ribbon. The customer shipping rule is created.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Customer Shipping Rule Maintenance window.
New	Click this button to create a new customer shipping rule.
Update	Click this button to edit the selected customer shipping rule.
Delete	Click this button to delete the selected customer shipping rule.
Copy	Click this button to copy the selected customer shipping rule.
OK	Click this button to accept an action. This button is only available after you click the New, Update, Delete, or Copy button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, Delete, or Copy button in the ribbon.
First	Click this button to select the first customer shipping rule.
Prev	Click this button to display the previous customer shipping rule.
Next	Click this button to display the next customer shipping rule.
Last	Click this button to display the last customer shipping rule.

Fields and Buttons

Field or Button	Description
All Customers	Select this check box to include all customers in the shipping rule.
Customer Code	Enter a customer code to include in the shipping rule, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Customers check box. Note This can be a customer, billing customer, or paying customer (for more information, see Structure and Concepts).
Name (Customer)	Enter a customer name to include in the shipping rule, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Customers check box.
All Locations	Select this check box to include all locations in the shipping rule.
Prefix	Enter the location prefix to include in the shipping rule, or click the Lookup button to select a location prefix. When you enter or select a location prefix, the location name is automatically entered in the Name (Location) field. For information on setting up location prefixes, see Location Maintenance. This field is only enabled if you clear the All Locations check box.
Name (Location)	Enter the location name to include in the shipping rule, or click the Lookup button to select a location name. When you enter or select a location name, the location prefix is automatically entered in the Prefix field. For information on setting up locations, see Location Maintenance. This field is only enabled if you clear the All Locations check box.
All Ships To	Select this check box to include all ship-to addresses for the selected customer in the shipping rule. This check box is only enabled if the All Customers check box is cleared.
Seq #	Click the Lookup button to select a ship-to address ID for the shipping rule for the selected customer. This button is only enabled if the All Ships To check box is cleared.
Name (Ship To)	Click the Lookup button to select a ship-to address name for the shipping rule for the selected customer. This button is only enabled if the All Ships To check box is cleared.
Store Number	Enter the store ID for the shipping rule. This field is only enabled if you clear the All Customers check box.
All Zip Codes	Select this check box to include all ZIP codes in the shipping rule.
Begin	Enter the first ZIP code in the range for the shipping rule. This field is only enabled if you clear the All Zip Codes check box. Note There cannot be an overlapping ZIP code range set up for the same customer, location, and ship-to address.
End	Enter the last ZIP code in the range for the shipping rule. This field is only enabled if you clear the All Zip Codes check box. Note There cannot be an overlapping ZIP code range set up for the same customer, location, and ship-to address.
Shipping Method	Click the Lookup button to select the shipping method for the shipping rule. You can select Air or Ground.

Main Tab Fields and Buttons

Field or Button	Description
Preferred LTL Shipper	Enter the preferred LTL shipper for the shipping rule, or click the Lookup button to select a preferred LTL shipper.
LTL Freight Terms	Enter the LTL freight collection terms code for the shipping rule, or click the Lookup button to select the freight collection terms code. For information on setting up freight collection terms codes, see Freight Collection Terms Maintenance. NOTE The freight collection terms code for the shipping rule is used as the default for pick demands, but does not change the freight collection terms code for orders.
Automatically Create BOL	Select this check box to automatically create bills of lading when the LTL shipper is used for the shipping rule. This check box is selected by default.
Preferred SPC Shipper	Enter the preferred SPC shipper for the shipping rule, or click the Lookup button to select a preferred SPC shipper.
SPC Freight Terms	Enter the SPC freight collection terms code for the shipping rule, or click the Lookup button to select the freight collection terms code. For information on setting up freight collection terms codes, see Freight Collection Terms Maintenance. NOTE The freight collection terms code for the shipping rule is used as the default for pick demands, but does not change the freight collection terms code for orders.
Weight Limit	Enter the weight limit for the preferred SPC shipper. This field is only enabled if Weight Only or Weight or Carton is selected in the Use Weight/Carton field. Note Weights over this limit are shipped using the preferred LTL shipper.
Maximum Cartons	Enter the maximum number of cartons/packages for the preferred SPC shipper. A carton is created by using the cartonization logic or package units of measure. For information on cartonization logic, see Cartonization FAQ. This field is only enabled if Cartons Only or Weight or Carton is selected in the Use Weight/Carton field. Note Carton counts over this limit shipped using the preferred LTL shipper.
Use Weight/Carton	Specify one of the following weight and/or carton limits for the preferred SPC shipper: Weight Only - Set a weight limit for the preferred SPC shipper. If the weight is over the limit, the preferred LTL shipper is used. Cartons Only - Set a carton limit for the preferred SPC shipper. If the carton count is over the limit, the preferred LTL shipper is used. Weight or Carton - Set a weight and carton limit for the preferred SPC shipper. If the weight or carton count is over the limit, the preferred LTL shipper is used.
Freight Free Amount	Enter the freight free order amount. This field is optional.