Defining Shipping Information on a Package Product Order

After a package product has been added to the order, shipping information can be defined, if necessary. Finally, you can create a receipt.

If the products are not shipped, then they are not invoiced and the payment stays in the Prepayment Liability account. The shipping charges displayed here are populated from the Shipping Charges Maintenance (ORD009) screen, but can be overridden for a line item on this screen.

The Ship Via Method is defaulted from the organization unit setup. You can change the Ship Via Method if necessary. After products are sold, they are shipped using the criteria specified here. If the products are not shipped, then they are not invoiced and the payment stays in the Prepayment Liability account. The shipping charges displayed here are populated from the Define Shipping Charge task in Product Central, but can be overridden for a line item on this screen.

Changing the Ship-To or Bill-To Customer before a receipt has been created may result in a recalculation of the order amount, unless the product is a fundraising cash product, in which the order line price will be whatever amount is paid.

To define shipping information:

1. Access the Step 2: Shipping Information tab.

2. From the Shipping Address section (as highlighted below), change the shipping information, if necessary:

a. Click the Change Ship-To Address link to display the Address Chooser from which to select a different ship-to address for the order or create a new address.

b. Click the Change Ship-To Customer link to displays the Customer Chooser to search for and select a different ship-to customer for the order.

If the Billing Method on the Rate Structure Maintenance screen is "Ship-To", then changing the ship-to customer on the order line will result in the system recalculating the rate structure, which may result in a change to the rate structure. For example, if the new customer does NOT qualify for the "Member" rate structure, the system will change the rate structure to "List". However, if the “Member” rate structure had been manually set before the ship-to customer was changed (i.e., Order_Detail.MANUAL_RATE_OVERRIDE_FLAG = ‘Y’), if the customer is changed to a customer who doesn’t qualify for the MEMBER rate structure but only qualifies for the LIST rate structure, the system will not change the rate structure to LIST, because the MANUAL_RATE_OVERRID_FLAG = Y.

c. Click the Create One-Time Address link to display the Create a one-time address screen to create an address that will only be used once for this order.

d. As of 7.6.0, click Change/View Employer to view or change the customer's employer on the order. This is used when engagement scores for companies includes employee points rolled up to the employer company. For more information, please see Changing the Employer on an Order.

3. From the Billing Address section (as highlighted below), change the billing information, if necessary:

· Change Bill-To Address - displays the Address Chooser from which to select a different bill-to address for the order or create a new address.

· Change Bill-To Customer - displays the Customer Chooser to search for and select a different bill-to customer for the order.

4. From the Shipping Method and Cost section (as highlighted below), perform the following:

a. Select the Ship Via method to apply to all lines.

The Ship Via can only be changed if the order is "Not Fulfilled"; you cannot change the Ship Via for cancelled, shipped, or returned order lines. Changing the Ship Via may result in a recalculation of shipping charges. Make sure to only select a Ship Via that has been defined for your organization unit and GL account for the country of the selected ship-to customer.

b. As of 7.5.2, select the Warehouse to apply to all lines.

5. To apply a different ship-via, warehouse, or shipping charge for each item, perform the following:

a. Click Advanced Shipping to display the Advanced Shipping section (as highlighted below) to add shipping information for each line item:

b. In the Advanced Shipping table, select the Warehouse from which the item should ship for each line item from the cell drop-down.

c. If necessary, select the Ship Via method from the drop-down in the cell for each line item.
This will override the Ship Via selected in the Shipping Method and Cost section above.

In a multi-line order, changing the Ship Via on one line item will subsequently change the Shipping Charges on the other line items if the Shipping Calculation method is By Schedule by Price or By Weight. Make sure to only select a Ship Via that has been defined for your organization unit and GL account for the country of the selected ship-to customer.

d. If necessary, manually override shipping charge by entering a different Shipping Charge.
Alternatively, you can manually change the shipping amount on the Line Item Details screen by selecting the Add Shipping Manually checkbox and entering the Ship Amount. Either way, the system will automatically select the Add Shipping Manually checkbox on the Line Item Details screen.

6. Click Save.