Freight Map and Freight Price List—Exercises

Basic Data Setup

Setup Delivery Terms to Calculate Freight

Purpose: The purpose of this exercise is to setup delivery terms to trigger the calculation of the freight automatically.

Windows:
Delivery Terms

  1. Open the Delivery Terms window. 
  2. Create a new record.
  3. In the Delivery Terms ID field, enter up to three alphanumeric characters for the ID.
  4. In the Delivery Terms Description field, enter the description.
  5. Select the check box in the Calculate Freight Charges column.
  6. Save.

General Exercise for Delivery Terms.

Enter the Part Catalog Weight, Volume and Freight Information

Purpose: The purpose of this exercise is to enter weight, volume and freight information on the part.

Windows:
Part
Sales Part
Non-Inventory Sales Part (category goods)
Package Part

  1. Search for the specific part in the Part window
  2. Enter a value in the weight and volume fields accompanied by a unit of measure.
  3. Open the Sales Part Data tab and enter here the package alternatively the pallet freight information.
  4. If this freight information should be defined per site, open the Sales Part window and query for your part.
  5. Open the Freight Information tab and enter the site's specific package alternatively pallet freight details.

General Exercise for Setting Up Part Catalog.

Enter Sales Charge Group of Category Freight

Purpose: The purpose of this exercise is to enter a charge group that will include charges for freight calculations.

Windows:
Sales Basic Data

  1. Open the Sales Basic Data window.
  2. Click the Sales Charge Groups tab.
  3. Create a new record.
  4. Enter the charge group identity and the description.
  5. In the Charge Category list, select Freight.
  6. Save.

General Exercise for Sales Charge Groups.

Enter Sales Charge Type Connected to a Freight Charge Group

Purpose: The purpose of this exercise is to enter a sales charge that will be used later on to calculate the freight on the customer order.

Windows:
Sales Charge Type

  1. Open the Sales Charge Type window, and then create a new record.
  2. Enter the short code in the Charge Type field.
  3. Enter the description of the charge type.
  4. Specify site and charge group by using the List of Values or enter the proper short code in the corresponding fields. Choose a group with the category as Freight.
  5. In the Sales U/M field, enter the unit of measure to be used in the charge lines: choose the weight or the volume unit of measure used for defining weight and volume in your site.
  6. If the charge is per unit, select the Unit Charge check box.
  7. If the charge is a fixed amount, do not select the Unit Charge check box.
  8. Save when completed.

General Exercise for Sales Charge Types.

Main Exercises

Define Freight Map and Zones

Purpose: The purpose of this exercise is define the freight map used in your site, with the different zones that will be used for calculating the freight to your customers' delivery address.

Windows:
Freight Map

  1. Open the Freight Map window and click New.
  2. Enter appropriate values for freight map ID and freight map description.
  3. Enter manually or select from the List of Values the required ship via code.
  4. Enter the default site as Owning Site.
  5. Click the General tab and then click on the top table.
  6. Click New to create a new zone.
  7. Enter an appropriate zone ID and a description.
  8. Select a base country for the zone from the List of Values.
  9. Select a value in the Zone Defined By area, from the given options.
  10. Repeat steps 6-9 until all zones have been entered and save when completed.
  11. Select the appropriate zone from the top table.
  12. Click in the bottom table and click New to create a new zone detail.    
  13. For zones that have Zone Defined By value as Country, State, County or City, select an appropriate Discrete Value from the List of Values.

Note: The values in the List of Values depends on the value selected as the Zone Defined By column in the top table.

  1. For zones that have the Zone Defined By value as Zip Code, specify an appropriate zip code range by entering values on the From and To fields.
  2. Repeat steps 11-14 until all zone definition details have been entered and save when completed.

Classify the Supply Chain Transport Relations into Different Zones

Purpose: This exercise will show you how to assign freight zones to supply chain matrix records. The required assigning can be performed, for all records, specified sites or specified ship via codes.

Windows:
Assign Freight Zones
Site to Customer Supply Chain Parameters

  1. Open the Assign Freight Zones dialog box. 
  2. To assign freight zones for a site belonging to a specific site cluster, specify the required site cluster ID. The root node will automatically appear as the site cluster node ID. This can be changed if required.
  3. To assign freight zones for a specific site, specify the required site.
  4. By specifying a supplier, freight zone will be applied to that supplier only.
  5. To assign freight zones for a specific ship via code, enter the required ship via code.
  6. Click OK after the necessary criteria are specified.
  7. Open the Site to Customer Supply Chain Parameters window and see the results.
  8. If you want to assign a freight zone manually, select a freight map ID from the List of Values. Then select an appropriate zone ID also from the List of Values.
  9. Save your entry.

Note: This is an optional activity. If freight information is not assigned to supply chain relations then the relevant freight map and zone will be found and assigned according to the delivery address and ship via code of the sales quotations, customer orders and shipments.

Enter Freight Price List for Unit Based Charges

Purpose: The purpose of this exercise is to learn how enter and define the freight prices list, where the rates for freight will be set.

Windows:
Freight Price List

  1. Open the Freight Price List window and click New.
  2. Enter an appropriate short code as a freight price list number and enter an appropriate description.
  3. Select the required ship via code form the List of Values and the freight map ID connected to the shop via code will be displayed.
  4. Select the required charge type from the List of Values.
  5. Select if the freight calculation should be based on weight or volume by selecting the appropriate option for the Freight Basis.
  6. Save, when completed.
  7. Click on the Charges tab and then click on New.
  8. Select the required zone ID from the List of Values.
  9. Specify a value as the minimum quantity (for weight or volume, depending on what the price list is based on).
  10. Enter a date to specify from when this charge line will be valid.
  11. Specify the charge rate to be used in freight calculations.
  12. Repeat steps 7-11, until all charge lines have been entered.
  13. Save when done
  14. Right click on the header and then click Activate.