Creating Ship Vias

Use the Ship Via Maintenance window to create ship vias and assign a method for determining the tax jurisdiction and other codes to each one. Before you can assign a ship via to any order, you must create a file containing the ship vias that your company uses.

Note: If you create a new ship via and you use Ship Via Overrides, you must add the new ship via to the overrides list.

To create a ship via:

From the Maintenance menu, select Ship Via to display the Ship Via Maintenance window.
In the Ship Via field, type either the name of the ship via or New and click New Ship Via.
At the prompt, enter the name of the ship via, up to 15 letters, and click OK.
In the Short Name field, enter a meaningful abbreviation, up to four characters, of the ship via name. The system displays this name in the Sales Order Entry Status tab, the Invoice Preview Queue, and in Fleet Scheduling Maintenance.

In the Default Status field, enter the default order status to be used for this ship via, or select from a list of status codes.

In the Ignore Cash Required field, specify whether an order using this ship via allows the system to ignore the cash requirement when the order is for a COD customer, as defined on the Customer Maintenance/Credit Control Parameters window.

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 Tracking Sales and Transfer Orders through the Warehouse window, the system displays the SOE Totals window 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 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 printer status assigned to the order status, as defined in the Order Status Print Status Defaultscontrol maintenance record.

Invoices can be assigned any of the print status show 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 Closecontrol 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 Defaultscontrol 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 window. 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 Codecontrol maintenance record.

Use the Exclude From field to specify from which of the three windows the Ship Via code should be hidden from selection lists. You can choose to exclude it from SOE, POE, and TOE. You can choose more than one by using the multi-selection icon.
In the Freight Allowed check box, indicate whether orders using this ship via are exempt from freight charges. This is also known as freight allowed. This field is required.

Select the check box - Does not charge freight on any order using this ship via.
Do not select the check box - Charges freight on any order using this ship via.

In the Tax Jurisdiction area, select a tax jurisdiction method to use 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...
Ship-To	ship-to address of the order.
Shipping Branch	shipping branch.
Pricing Branch	pricing branch.
Branch Ship-To	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.
Pricing Branch Ship-To	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.
Tax Code	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. Note: If you select this option, you must enter a geocode number in the Tax Jurisdiction field.

Use the Avalara Freight Code field to enter the Avalara-assigned freight code for this ship via.

This field is only available if you are using the Avalara for Eclipse companion product. For more information about Avalara tax calculations, see Avalara for Eclipse or contact your Eclipse inside salesperson.

Use the Advance Delivery Settings to define additional delivery parameters.
Save your changes and exit the window.

More Options for the Ship Via Maintenance Window

The Ship Via Maintenance window also offers these options:

To...	Select this option...
assign automatic freight and handling charges as a flat rate and/or a fixed percentage of the order total to the ship via	Freight tab
set up prompting for or automatic estimating of freight charges on an order	Freight tab
add surcharge information, either in fixed amounts or percentages to the ship via	Surcharge tab
associate the ship via with a specific piece of equipment, such as a truck, for which you are tracking expenses and calculating profitability	Additional Information tab > Associate Equipment ID field
identify user-defined shipping documents to be printed for every shipment that uses the ship via	Additional Information tab > SOE User defined Documents field
assign order in-process statuses to the ship via	Additional Information tab > Order Inprocess Statuses
enter an alternate description for the designated ship via to be used in Web Order Entry	Additional Information tab > WOE Description field
determine the number of days to add to an order's lead time days when this ship via is used for delivery	Additional Information tab > Lead Time Days field
indicate whether to disable RF (radio frequency) functionality for this ship via	Additional Information tab > Disable RF check box
indicate whether to send any ship tickets to the Open Order Status Review Queue	Additional Information tab > Place Orders On Review check box
define route delivery information for the ship via	Additional Information tab > Delivery Info area
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	Additional Information tab > Credit Card Information area
delete the currently displayed ship via	File > Delete