Shipper Selection Rule Maintenance

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

Purpose

Define how a shipper is automatically selected for a sales order.

Overview

Use Shipper Selection Rule Maintenance to create a shipper weight table based on a shipping location. These rules are to be used in conjunction with the shipper shipping zone table (set up in Shipper Zone Maintenance) and the shipper rate table (set up in Shipper Rate Maintenance).

The purpose of the shipper selection rules table is to predetermine the best shipping method based on the total shipping weight and the shipping warehouse location. It also provides default routes based on the shipping warehouse/weight combination.

Note The only time that these rules are used is when the shipper ID on the sales order is left blank. The assumption, when blank, is that you want the system to select the best shipper based on these rules.

For more information, see Freight Maintenance Overview.

Creating Shipper Selection Rules

To create a shipper selection rule:

Enter a location prefix or name in the Location Prefix or Name field.
Click the New button in the ribbon.
Enter the beginning ZIP code, ending ZIP code, upper weight limit, and shipper ID that corresponds to the specified weight limit.
Click the OK button in the ribbon to save the shipper selection rule. The shipper selection rule is created, and displays in the Shipper Selection Rules grid.

Example For location 01, New Jersey, the following are set up:

Shipper	Beginning ZIP Code	Ending ZIP Code	Upper Weight Limit
UPS Ground	00000	99999	100 lbs.
Yellow Freight	00000	50000	400 lbs.
Roadway	50001	99999	700 lbs.

This suggests, if your order’s total weight is between 0 and 100 lbs. and is being delivered to ZIP codes between 00000-99999, use UPS. If it is greater than 100 lbs. and up to 400 lbs. and is being delivered to ZIP codes between 00000-50000, use Yellow Freight. If it is greater than 100 lbs. and up to 700 lbs. and is being delivered to ZIP codes between 50001-99999, use Roadway.

Updating and Deleting Shipper Rules

To update or delete a shipper selection rule:

Enter a location prefix or name in the Location Prefix or Name field.
Select a shipper selection rule in the Shipper Selection Rules grid.
Click the Update or Delete button in the ribbon.
If you are updating, make changes to the shipper selection rule.
Click the OK button in the ribbon to save or delete the shipper selection rule. The update or deletion is completed.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Shipper Selection Rule Maintenance window.
New	Click this button to create a new shipper selection rule.
Update	Click this button to update the selected shipper selection rule.
Delete	Click this button to delete the selected shipper selection rule.
OK	Click this button to accept an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available after you click the New, Update, or Delete button in the ribbon.
First	Click this button to display shipper selection rules for the first location.
Prev	Click this button to display shipper selection rules for the previous location.
Next	Click this button to display shipper selection rules for the next location.
Last	Click this button to display shipper selection rules for the last location.

Fields and Buttons

Field or Button	Description
Location Prefix	Enter the location prefix of the warehouse shipping location for the shipper selection rule, or click the Lookup button to select a location prefix. If your company maintains more than one shipping location, you must define shipper ID's and upper weight limits for each location.
Name	Enter the location name of the warehouse shipping location for the shipper selection rule, or click the Lookup button to select a location name. If your company maintains more than one shipping location, you must define shipper ID's and upper weight limits for each location.

Main Tab Fields and Buttons

Field or Button	Description
Beginning ZIP	Enter the first ZIP code in a range of ZIP codes for the shipper selection rule.
Ending ZIP	Enter the last ZIP code in a range of ZIP codes for the shipper selection rule.
Upper Weight Limit	Enter the upper weight limit for use for the shipper ID. Note This is the maximum weight that the selected carrier will accept for shipments within the postal code range. This data can be obtained from the common carriers and shippers that your company uses.
Shipper ID	Enter a shipper ID for the shipper selection rule, or click the Lookup button to select a shipper ID. For information on setting up shipper ID's, see Shipper Maintenance.
Shipper Selection Rules	This grid displays all existing shipper selection rules for the selected location. Double-click a shipper selection rule to display Shipper Zone Maintenance, which allows you to view, create, edit, and delete shipper zones for the selected location.