Ship-To Settings Tab
All fields in this tab are editable for new and existing Sales Order Lines as long as said line does not have any quantity issued.
Fields
The upper portion of the ‘Ship-To Settings’ tab, above the blue line, shows the following options: Ship To Address Method, Installation Address, Line FOB, Freight Terms, Address of Origination, Line Carrier, and Ship Method. These line-level fields can be set much like their Sales Order Header level equivalencies, and when new Sales Order Lines are added, they default to the header values. Updates to the Sales Order Header values will not Update values on existing Sales Order Lines for the Sales Order Header.
Ship-To Address Method: Choose how the shipping address for this line is determined. Depending on what is selected, shipping address-related fields below the blue line will update and/or become editable; The user can make one of the following selections from this drop-down.
-
Use Header: The Sales Order Line will inherit the ship-to address from the Sales Order Header > Addresses button > Ship-To tab values.
-
Use Customer Address: When selected, a new Ship To Address field is displayed on the right side of the Ship-To Address Method field. The user can select from existing Customer Addresses flagged as Valid as a Ship-To Address (Customer Addresses Tab). Selecting an address from this dropdown will update the address-related fields in the section below the blue line.
-
Same as Another Line: The Sales Order Line will inherit the ship-to address of another line. When this option is selected, an additional drop-down is shown, Ship To Address – Alt Line, from which the user can select the Sales Order Line to inherit the ship-to address details.
NOTE When SO Shippers are created as part of the Pack step during the SO Fulfillment process, only those Sales Order Lines that share the same Shipping details can be included within the same SO Shipper. If they differ, the Sales Order Lines will be separated by multiple SO Shippers.
If the Customer for this Sales Order has Related Customers, the Select Related Customer Address button will appear at the button of this tab, giving the option to select a Ship-To address from valid Ship-To Customer Addresses belonging to these related Customers, by simply clicking on one of the addresses. Doing this will automatically set the Ship To Address Method to Line Override.
Installation Address: The Installation Address defaulted from the Sales Order Header Installation Address but is overridable at the Sales Order Line with a valid Installation Address defined for the Sales Order Customer.
VAT Class: This field contains the VAT Class to be used on the Sales Order Line, which defaults from the Product Group or Product. This field can be overridden at the Sales Order Line with a valid VAT Class where the VAT Class division matches the Sales Division of the order. See Value Added Tax (VAT) in the Sales Order Process for more information when VAT is used.
Override Tax Location: This field allows for the override of the Tax Location used to determine the tax rate for this order line. When specified it overrides the Tax Location associated with the Ship To Address for the line.
NOTE This field is visible only when the flag 'Allow Sales Order Line Tax Loc Overrides' on System Defaults is checked.
NOTE When the Sales Order Line is created with the 'Override Tax Location' as blank, then it is populated from:
-
The Shipping Zone Product Group Default (if any exists) for the Sales Order Line OR
-
The Shipping Zone Division Detail (if any exists) for the Sales Order Line OR
-
The Shipping Zone (if any exists) for the Sales Order Line OR
-
The Product Group/Product Master:
-
If the flag 'Override Tax Location Indicator' on the Product Master is checked, it is populated from the Product Group.
-
Else, it is populated from the Product Master.
IMPORTANT To use a Tax Location with 'Primary Sales Division' that differs from the Sales Division of the order as an overriding Tax Location, it is necessary for the overriding Tax Location to have a Tax Location Account. This Tax Location Account must have a 'Sales Division' that matches the Sales Division of the order.
NOTE When the 'Tax Location' is not defined on the Sales Order Header (Address button > Ship-To tab), and this 'Override Tax Location' is specified on the Sales Order Line, the system will use this specified location for the creation of the Sales Order Invoice during fulfillment processing.
For other fields displayed on the upper section of this page, see definitions on the Sales Order Header Shipping Tab. As mentioned earlier, these fields can be updated as long as the Sales Order Line does not have quantity already Issued.
Prevent Packaging of a Partial Line: When checked, partial shipments of this Sales Order Line will not be allowed - shipment must be for the total Sales Order Line quantity.
Prevent Pack of a Partial Shipment Set: When checked, partial shipments of Shipment Sets will not be allowed. When a Shipment Set is defined for a Product or Product Group, all SO Lines on a given SO for Products that share the given Shipment Set ID will not be allowed to be shipped independently or partially.
Shipment Set ID: When a Shipment Set is defined for a Product or Product Group, all Sales Order Lines on a given Sales Order for Products that share the given Shipment Set ID will not be allowed when Prevent Pack of Partial Shipment sets is checked.
Exempt from VAT: When checked, Sales Order Lines for the given Customer is exempted from VAT. This value is part of the Ship-To address details and defaults from Customer Address if it has not been overridden for the Sales Order Header. When checked, no VAT will be calculated when an SO Invoice that contains SO Shippers for this Sales Order Line is approved.
Below fields are visible when Enable Avalara Tax Calculation is active on SO Control GEO Service Tab:
Verified Tax Rate: Based on the Ship-To Address, Address of Origination, and Avalara Product Tax Code (Product Master Lead Time & Misc Tab), this is the verified tax rate returned by Avalara when either pressing the Calculate Tax button (Sales Order Header and/or Sales Order Line) or if using setting Auto-Fetch Order Line Tax (SO Control > GEO Service tab), when Sales Order Lines are added/edited.
Verified Shipping Tax: If the Sales Order Header is set to tax shipping charges (Sales Order Header Charges Tab), this is the Avalara validated tax total for the shipping charge amounts included on this Sales Order Line (Sales Order Line Charges Tab), based on the Freight/Handling/Packing Tax Code specified on SO Control > GEO Services tab. The value is updated when pressing the Calculate Tax button or if using Auto-Fetch Order Line Tax (SO Control > GEO Services tab) when Sales Order Lines are added/edited.
Verified Tax Amount: Avalara calculated Tax amount for the product on this Sales Order Line based on the Verified Tax Rate. The value is updated when pressing the Calculate Tax button or if using Auto-Fetch Order Line Tax (SO Control > GEO Services tab) when Sales Order Lines are added/edited.
Override Avalara Tax Code: This field allows for an override to the Product Avalara Tax Codes for this Sales Order Line.
NOTE If the Sales Order Header or the Sales Order Line is flagged as Tax-Exempt, the value is honored when using Avalara, and a zero tax amount should be returned when Calculating Taxes. Additional setup steps, outside of Rootstock's reach, may be required on the Avalara environment in relation to Resale Certificates.
Save Changes
Normal SO Entry UI: Once satisfied with changes for this and/or other tabs, click OK on the Sales Order Line pop-up window (which will return the view to the Sales Order Header), and click Save on the Sales Order Header to apply values/updates.
HV SO Entry UI, and/or directly on Sales Order Line UI: Simply click Save to apply values/updates.
SEE ALSO
Sales Order Header - Creation and Management
Sales Order Edit
Sales Order Line - Creation and Management
Sales Order Line Additional Section/Button
Sales Order Header Shipping Tab
