1. Entering Freight and Handling (Sales Orders)

To enter freight and handling charges in the document footer, choose Done in the main Order Confirmation screen.

Select the Freight $ field in the document footer to enter or update freight and handling charges for the selected order. Press F2 or to access the Freight Totals Display window.

You can enter freight and handling manually in the Freight $ field or you can import freight and handling charges from another shipping software system, such as Clippership or UPS software.

Automatic Freight Calculations and Quoted Freight: In Order Entry, Confirmation Entry and Direct Invoice Entry, FACTS provides automatic freight calculations using freight schedules or quoted freight, based on control settings in Ship Via F/M, AR Customer Maintenance and SO Static Control F/M (SOF980). Refer to the Automatic Freight Calculations and Quoted topic for details.

Ü To charge freight in SO entry programs, the Charge Freight flag in the Sales Order Static Control F/M (Sales Orders-->File Maintenances-->Infrequent File Maintenances-->SO Static Control F/M) must be selected (set to Y).

Ü If the system does not allow manual entry in this prompt, the Allow Manual Freight flag in IC Warehouse F/M may be deselected (set to N).

Quoted Freight Processing

1. Press F2 or in the Freight $ field to open the Quoted Freight Entry Dialog box.

2. During Confirmation Entry and Direct Invoice Entry, you can modify the Quoted Freight Amount and the Invoice Billed Freight Amount. The system also displays the Calculated Order Freight Amount and the Calculated Invoice Freight Amount in the Quoted Freight Entry Dialog box.

3. You can select the icon on the Quoted Freight Amount field to access the Freight Totals Display window to review and calculate freight.

Reviewing and Calculating Freight

1. Press F2 or in the Freight $ field to open the Freight Totals Display window.
   
2. In the browser the system displays the warehouse code and name, ship via and freight and handing charges.
   
3. Highlight a warehouse line and select Process Frt and the system calculates freight per warehouse based on the shipped quantity on the order document lines.
   Automatic Freight Calculation Details
   Freight will be calculated per warehouse based on the shipped quantity on the lines. This value is accumulated and stored in the Invoice Calculated Freight Amount field of the header. The system sets the Invoice Billed Freight Amount based on the "How to Default Billed Freight in Confirmation" setting in SO Static Control F/M. It will either be the Order Quoted Freight Amount (charge all on first shipment) or the Invoice Calculated Freight Amount (recalculate for every invoice). This is calculated when you click the Done button to advance to the footer in Confirmation. If you back up to the document lines and then return to the footer the field will again be set based on the How to Default Billed Freight in Confirmation" setting in SO Static Control F/M. If you changed the invoice billed freight amount manually when you first accessed on the footer you must re-enter the value. The Invoice Billed Amount cannot be greater than the Order Quoted Freight Amount. You must also change the Order Quoted Freight Amount you add document lines and then return to the footer in order to bill for those lines.
   
4. You can select Chg Frt/Hdlg to modify freight and handling charges.
   

Importing freight and handling in a Clippership attended/polling station system

This type of Clippership system uses separate stations for FACTS Confirmations and Clippership shipping.

1. Press F2 or in the Freight $ field to open the Freight Totals Display window.

Clippership automatically updates the freight amount if

• the FACTS ship via codes have been tied to Clippership carrier codes in Ship Via F/M and
  
• the Use Clippership and Transmit to Clippership flags in the Inventory Control Warehouse F/M are selected or set to Yes.
  

 If UNDEFINED appears in the Freight field, it means either

• the document has not gone through Clippership processing yet,
  
• or it has been processed, but the information has not yet reached FACTS. Make sure the Transmit to Clippership flag is selected or set to Y.
  

2.  Click OK or press Enter to accept the freight and handling amount and return to the Order Confirmation footer.

 Changing freight and handling: Choose Chg Freight.

 Enter the freight amount, and if applicable the handling amount, and press OK to return to the document footer.

Ü    The program skips directly to the handling field if the Allow Manual Freight flag is not selected (set to N) on the Main tab of Warehouse F/M (Inventory Control-->File Maintenances-->Infrequent File Maintenances-->Warehouse F/M).

 Using default handling charges: To import a default handling charge from SO Ship Via F/M, press F1 or choose the Import button.

3. Complete the footer and choose OK.

4. Indicate whether you want to print an invoice at this time or batch print it from the Invoice & Credit Memo Print program later.

Assigning freight in a Clippership single-user station system

If you perform FACTS Order Confirmation and Clippership processing from the same PC, assign freight using the following steps:

1.  Make sure Clippership is open and running in the background at the same time you are running FACTS.

2.  Tab to the Freight $ field and press F2 to open the Freight Totals window. This transfers the document information — such as customer, ship-to address, ship-via method — to Clippership.

3.  Choose Process Freight to switch to Clippership.

4. Enter the package weight for this document and make any necessary changes to the other information on the left side of the screen.

5. Click Record Package in the Clippership window to return to the FACTS Freight Totals window. The freight amount that appeared on the right side of the main Clippership screen should appear in the Freight column in the FACTS Freight Totals window.

      If you need to edit the handling fee, choose Change Freight. Enter the handling fee or press F1 to select the default handling fee for the warehouse and ship via code.

6. Choose OK (or press CR) to return to the document footer.

7. Complete the footer and choose OK.

8. Indicate whether you want to print an invoice now or wait and print it from the Invoice & Credit Memo Print program.

Assigning freight with the FACTS Shipping System

If you use the FACTS Shipping System (Sales Orders-->Shipping) you can get freight totals based on the information entered in the UPS Weight Table F/M, UPS Zone F/M and Package F/M.

These totals are only as accurate as the annual February UPS rate updates.

For carriers other than UPS, enter freight totals manually. The FACTS Shipping System is based on UPS rates.

Ü The FACTS Shipping System is not UPS approved. This means the manifests and labels cannot be used.

To assign freight totals from the FACTS Shipping System:

1. Access the footer and tab to the Freight $ field.

2. Press F2 to access the Freight Totals Display.

3. Press F3 and enter the following information:

 UPS Zone. UPS Zone codes, which are related to zip codes, are maintained in the UPS Zone F/M. The program defaults to the zone entered in the Accounts Receivable Ship-To profile for this customer.

 Com/Res. If the UPS Zone entered in the previous field is greater than 8, this field is not accessible and defaults to NA. Enter whether this delivery is a C - commercial or R - residential UPS ground delivery. UPS charges different rates for commercial and residential deliveries. Press Enter to accept the default value for this ship-to address.

 Weight: The program defaults to the next highest whole pound from the weight entered in the Inventory Control Item F/M for this item. A different weight can be entered if necessary.

 Freight: The program defaults to the freight calculation derived from the information entered in the previous three prompts. You may enter a number (+/-9999.99) if you need to override the system’s calculation.