Assigning Ship Vias to Branches

Ship vias are the methods used to move product from the warehouse to the customer. Before you can assign a ship via to any order, you must create a file containing the ship vias that your company uses. Your system is installed with a set of ship vias defined.

Use the Ship Via Maintenance program to define the additional ship vias required for each branch of your company. Once defined, ship vias have many interrelated uses in Eclipse. By assigning a ship via to a branch you can do the following:

• Determine if a ship via requires a routing ticket for deliveries.

• Search for a ship via.

• Assign all ship vias to a branch at once.

• Set up auto scheduling overrides.

• Change the branch tax jurisdiction method.

• Set up a pick ticket printer location.

To assign a ship via to a branch:

1. From the Maintenance > Branch menu, select Branch to display the Branch Maintenance window.

2. In the Branch field, enter the branch name to display the branch record.

3. Select Maintenance > Ship Via Branch Overrides to display the Ship Via Branch Overrides dialog box.

4. In the Ship Via column, enter the ship vias to assign to this branch.

5. In the Tax Jurisdiction Method column, enter the tax jurisdiction method for the system to use when determining the tax jurisdiction associated with this ship via.

6. In the Pick Ticket Print Location column, select the printer location for each branch where the Automatic Shipping Ticket Printing program or the Batch Transfer program prints pick tickets. This setting overrides the setting in the Default Printer Location For Branchcontrol maintenance record.

7. In the Auto Scheduling column, select one of the following to set the automatic scheduling of tickets that are manually added to the manifest:

8. On - Enables the auto scheduler, so when you add a ticket to the manifest, the system calculates the delivery time and stop number for the ticket.

9. Off - Disables auto scheduler, so all delivery scheduling must be done manually. When you add a ticket to the manifest, the system adds the ticket where the cursor is positioned on the manifest and creates a new stop if the ship-to address does not match that of the prior order on the manifest.

This setting overrides the Auto Schedule setting on the Shipping Manifest Queue (Warehouse Management > Warehouse Queues).

• Default - The auto scheduler uses the setting on the Shipping Manifest Queue (Warehouse Management > Warehouse Queues).

8. In the Routing Ticket column, if the ship ticket requires a routing ticket for deliveries, check the box.

9. In the Pick Priority column, enter a number from 0 to 99 to assign a priority to each ship via. Zero is the highest priority, and 99 is the lowest priority. If you leave any ship via unselected, this ship via is considered the highest priority.

If two or more ship vias have the same pick priority, blank or otherwise, the system determines the ship via priority by the setting on the RF Pick Selection Sortcontrol maintenance record.

The Ship Via Pick Priority Maintenance dialog box in Warehouse Maintenance and this field work together. If you enter a value for a ship via on one dialog box, it overrides the value for the same ship via on the other dialog box.

10. The Override Freight and Ship Via Override columns work together:

11. If this branch's ship via can have a freight override, then the Override Freight column is checked.

12. If this branch's ship via can have a freight override, the Override Value field displays Yes.

Enter the override status of the ship via for this customer at this branch if you set the Override Customer Freight Out Exempt field on the Ship Via Maintenance window (Maintenance > Ship Via) to B, and you activate the Override Freight field here. See Overriding Customer Freight Exempt for a Branch for more information.

11. Select Additional > Branch Ship Via Additional Data to display the Branch Ship Via Additional Data window. Use this window to do the following:

• Assign RF criteria to specific ship vias and assign statuses to ship vias at a branch.

  To...	Do the following...
  specify a staging location	Enter the default location where the ship via is staged in the Staging Location field.
  combine all full orders across multiple zones into one pick.	check the Combine All Zones in RF Pick Select check box.
  hold all manifests from the picking queue until they are manually released.	Select the Hold RF Picking Until Released check box. If left unselected, the system sends all picks to the picking queue as soon as they are released from sales or transfer order entry.
  enable fleet routing for this ship via and branch.	Select the Use in Fleet Routing check box.
  assign statuses to ship vias at a branch.	In the Order Inprocess Status Selection area, enter the ship via status for the ship via. Ship via statuses defined here override the ship via set up in Ship Via Maintenance. List the statuses in order of progression, for example, PRINTED, PICKING, STAGING, and MANIFEST. Each branch can have its own ship via priority. For example, branches 1 through 6 use statuses PRINTED, PICKING, STAGING, and MANIFEST, but branch 5 requires a PACKING step between STAGING and MANIFEST. For branch 5, enter PACKING in the appropriate order.
  prevent users from closing orders after they are staged in RF.	Select the Prevent Close During Staging check box. If a user is assigned the RF.LOAD.OVRDauthorization key, they can override this setting and close orders after staging.
  print a document when you close an RF order from the Warehouse In Process Queues:	Select one of the following types of documents in the Document to Print on RF Order Closefield: N - None T - Pick Ticket O - Ship Ticket F - Routing Ticket
  use carton packing at your branch	Select Use Order Packing/Verification check box. Then use the remaining fields to indicate how to handle cartons: Carton Staging Location - Enter the location you want to use for staging cartons at this branch. Carton Loading Print Option - Select when to print the ship ticket for the carton. You can choose not to print a ship ticket, print it when the carton is loaded, or for a manifest. Validate Carton Loading Manifest Sequence - Select if you want the system to validate carton loading for cartons at this branch.
  override customer freight exempt for a branch	See Overriding Customer Freight Exempt for a Branch.
  set a default status after packing in the review queue	Enter the status you want to use in the Review Queue Status After Pack Complete field.

• Setup delivery schedules for sales order entry.

12. Save your changes and exit the dialog box.

See Also:

Creating Branch Records

Ship Via Maintenance Overview

Overriding Customer Freight Exempt for a Branch