Overview
As the Sales Order Line is added in Sales Order Entry, the Postal Code on the Ship-To Address specified on the line (which may be the header default value) will be used to access the Shipping Zone Defaults object. If a match is found, the Ship-From Inventory Site, Ship-From Location, and Address of Origination on the Sales Order Line may be set from the Shipping Zone default values.
NOTE When using Shipping Zones, this will take precedence over Ship From settings on Product Master or Customer Product, if using Shipping Zones to set Ship From Site and/or Ship From Location ID on Sales Order Lines.
Terminology
Address of Origination: The physical address from which a Shipment will be made.
Postal Code: In the US, this is also known as Zip Code.
Setup
Division Address
Navigation: Division Address
Create Division Addresses for physical locations from which Shipments may be made. Addresses used for this purpose must have an ‘Address Type’ of either “Shipping Address” or “Both”.
Division Master
Navigation: Division Master > Misc tab
Set Primary Shipping Address to the Division Address most commonly used to ship from for the given Division Master. This is the default Shipping Address unless overridden manually on the Sales Order Line or by the Shipping Zone record set for the Customer, Customer Address, or derived from the Ship-To Address Postal Code.
Shipping Zones
Navigation: Shipping Zone
Processing - Creating Shipping Zone Records
Navigate to List View and click on the ‘New Shipping Zone’ button to add a new record, or click on ‘Shipping Zone Name’ to access a record to be viewed or edited.
NOTE Once created; Shipping Zones can be set on the following, which are addressed further on in this document
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On Division Address
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On Customer Master
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On Customer Address
Header Section
Fields
Shipping Zone ID: Required user-defined value up to 30 characters in length. The value used must be unique across all Divisions and Companies (if applicable).
Country: Optional user-defined value up to 100 characters in length.
ISO Country Codes: This field contains the ISO Codes for the Country.
Description: Optional user-defined description for the Shipping Zone ID, up to 100 characters in length.
From Postal Code: This optional user-defined value (up to 10 alpha-numeric characters) can be used to start a Postal Code range. Entry can be a single character or multiple characters, with the recommendation that the To Postal Code has the same number of characters.
To Postal Code: This optional user-defined value (up to 10 alpha-numeric characters) can be used as the To Postal Code when using a Postal Code range. Entry can be a single character or multiple characters and consistent with the From Postal Code length.
NOTE There is a validation that will not allow overlapping Postal Code ranges.
Sales Division: The default Sales Division to which this record applies.
Inventory Division: The default Inventory Division to which this record applies.
Issue From Site: The Site (within the Inventory Division) from which Items will ship.
Issue From Location ID: The Site (within the Inventory Division) from which Items will ship. Should be a Location Type of On-Hand.
Address of Origination: Optional Division Address from which shipments will be made.
Set Location ID on Sales Order Line: When checked, the Location ID identified on the given Shipping Zone record will be used on Sales Order Lines for the defined Sales Division, Inventory Division, and Site when the Ship-To Address Postal Code falls within the Shipping Zone parameter criteria, or when a specific Shipping Zone is set on the Customer Master or Customer Ship-To Address (which overrides the deriving of the Shipping Zone based on Ship To Postal Code.
Set Loc ID only if Inventory Locs Exist: When 'Set Location ID on SO Line' is checked and this field is checked, it will only set the Issue From Location ID on the Sales Order Line if inventory exists in the defined Location ID for a non-serialized Stock Product.
NOTE This function does not apply to Configured Products or serialized Stock Products.
Set Address of Orig on Sales Order Line: When checked, the Address of Origination set on this record will be used as the Address of Origination on the Sales Order Header added.
Set Site on Sales Order Line: When checked, the Issue From Site identified on this record will be used on Sales Order Lines for the defined Sales Division and Inventory Division when the Ship-To Address Postal Code falls within the Shipping Zone parameter criteria.
Set Site only if Inventory Locs Exist: When 'Set Site on SO Line' is checked and this field is checked, it will only set the Issue From Site on the Sales Order Line if inventory exists in the defined Site for a non-serialized Stock Product.
Sales Account: Indicate Sales Account in this field to override its value elsewhere.
Cost of Sales Account: Indicate the Cost of Sales Account in this field to override its value elsewhere.
VAT Class: Indicates the VAT Class to be used as a default value on Sales Order Lines that carry this Shipping Zone.
NOTE This function does not apply to Configured Products or serialized Stock Products.
Override Tax Location: This field carries the Override Tax Location to be used as a default value on Sales Order Lines that carry this Shipping Zone.
NOTE The user can edit this field only when the flag 'Allow Sales Order Line Tax Loc Overrides' on System Defaults is checked.
External Address Tax Location: Indicate External Address Tax Location.
Division Detail Tab
When using Centralized Sales and shipping from multiple Inventory Divisions, Division Detail records can be added to accommodate the other Ship From Divisions.
Fields
Sales Division: The Sales Division for which this record applies. When using Centralized Sales, it needs to be the Sales Division specified in the header portion of the page.
Inventory Division: The Inventory Division from which items may ship.
Issue From Site: The Site within the Inventory Division specified from which items may ship.
Issue From Location ID: The Inventory Location ID within the Inventory Site specified from which items may ship.
Address of Origination: Division’s Address from which shipments will be made when shipping from the given Division/Site/Location ID specified.
Processing - Setting Shipping Zone on Customer Master
Navigation: Customers
Shipping Tab
Select pre-defined Shipping Zone applicable for the given Customer.
NOTE When using this method, the Postal Code is not used to derive a Shipping Zone as it is already defined for that Customer.
Shipping Zone: Optional Shipping Zone designated for this Customer, used to default the Issue From Site, Location ID, and/or Address of Origination. This record is primarily used to determine the specific Location a given Customer's orders will be shipped from.
Processing - Setting Shipping Zone on Customer Address
Navigation: Customers > Customer Address tab
Customer Address Tab
Select pre-defined Shipping Zone applicable for this Customer Address when adding a new Customer Ship-To Address or editing existing Ship To Addresses.
NOTE When using this method, the Postal Code is not used to derive a Shipping Zone as it is already defined for that Customer Ship to Address. Also, when Shipping Zone is set on the Customer Address, this takes precedence over that which may be set on the Customer Master that this Address is associated with.
Shipping Zone: Optional Shipping Zone associated with this Ship-To address. This can be used to default the Issue From Site, Location ID, and/or Address of Origination. If set here, no lookup is done based on Postal Code.
Processing - Setting Shipping Zone on Division Address (when used as Address of Origination)
Navigation: Division Address
Select pre-defined Shipping Zone applicable for this Division Address when used as an Address of Origination for shipments.
NOTE This is applicable where ‘Address Type’ = “Shipping” or “Both.”
Processing - SO Line Settings from Shipping Zone
When Shipping Zone is established for a given Customer/Customer Ship-To Address, upon the addition of a Sales Order Line, values will have defaulted for Address of Origination, Ship From Site, and Ship From Loc ID, depending on how the Shipping Zone has been set up (see optional settings under ‘Processing – Creating Shipping Zone Records’ above).
NOTE First, check for Shipping Zone setting on Customer Ship-To Address then check the Customer Master. If neither is set, the Shipping Zone is derived based on the Postal Code of the Ship-To Address for the Sales Order Line.
SEE ALSO
Sales Orders Entry - Overview
Division Address
Division Master
Customer Master
Customer Addresses Tab
Shipping Methods
Sales Order Shipper