Shipping Charge Calculation Methods
StreamV currently supports the following methods for applying shipping charges (billing freight to the customer) during order completion.
The methods described in this section apply to invoices that are generated by the order completion program, and to invoices that are generated during vendor shipment processing. Shipping charges may not be added during order completion when you are processing a type L or “Loaner” order. Completing a loaner order does not generate a billable invoice to the customer, so the system does not allow the entry of a shipping charge when this order type is processed.
The Shipping Charge Calculation Methods supported by StreamV Include.
No Charge – If the sales order being invoiced has shipping or via terms that indicate that freight is not charged to the customer (the charge shipping flag in the via terms is set to N), the system will not automatically apply any shipping charges to the shipment being processed.
Fixed Amount Charged Against First Shipment – If a shipping amount is specified in a sales order, and the order is being shipped against for the first time, the system will default the shipping amount from the order into the invoice for the shipment, and it will update the amount of shipping charged against the order. Subsequent shipments for the same order will not default a shipping amount into the invoices, and the system will block the operator from adding additional shipping charges to invoices processed after the first shipment against the order.
Actual Shipping Charges – If a shipping amount is not specified in the order being invoiced, and the via terms on the order indicate that freight should be charged to the customer (Viaterms charge fee is set to Y), the system will either automatically calculate and apply the appropriate shipping charges to the invoice (using third party integrated shipping software such as Shiprush), or it will allow the operator to specify the shipping charges to be used for the shipment (this handles situations like LTL carriers, in-house or local delivery, and other non-automated situations). When actual shipping charges are being used, the system also allows you to specify a markup percentage for each freight method, and a minimum shipping charge. The markup percentage and the minimum shipping charge are both applied to each shipment that is processed against the order. When actual shipping charges are being used for an order, the system also allows the operator to edit or modify the charges calculated by the system.
Future Enhancement – Future versions of StreamV will support specifying the shipping method and shipping charges to be used for each line item for each sales order. This allows the system to support multiple shipping methods for an order (to handle situations where a large item needs to be shipped via truck freight, and the smaller items on an order need to be shipped via UPS or another method), and to enhance the ability of the system to determine how freight should be allocated to the invoices for a sales order when partial shipments are processed against the order.
Please Note: Shipping Charges can be applied to all types of DI and OI invoices. Shipping Charges cannot be applied to type OS or DS invoices (Shippers or Loaners), as these invoice types are not actually billed to the customer receiving the shipment (they are closed as they are created and they are not posted to the general ledger by the sales posting programs). You may add shipping charges to the invoices that you create from the Pending records that are created by type OS or DS invoices.
Each of the above currently supported methods for applying shipping charges during order completion are described in more detail in the following sections.
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No Charge