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OVERVIEW ..................................................................................................................... 2
SETUP ............................................................................................................................ 2
SHIPPING MODE/SERVICE LEVEL GESTMD...........................................................................................................2
CARRIER SETUP - GESBPT .......................................................................................................................................4
FUNCTIONAL ................................................................................................................. 5
SALES ORDER PROCESSING - GESSOH .....................................................................................................................5
Service Assignment Logic ................................................................................................................... 5
Carrier Assignment Logic .................................................................................................................... 5
SALES ORDER QUOTES (GESQH) .............................................................................................................................5
Overview
The freight add-on of Sage ERP provides several options for the management of the shipping service and
carrier. The majority of this functionality is based on the definition of the shipping mode/service. This
functionality has been extended significantly from the Sage standard functionality. The setup for this is
simple but the impact is significant.
When using the freight functionality specifically for parcel carriers, the shipping mode is used to denote
the carriers service. This definition replaces the traditional air, sea, land, etc. usage. When representing
a service it is important to link the service with the carrier. This linkage is part of the add-on. This
document provides examples of the setup, but it will vary based on the services that are used within your
business.
Setup
Shipping Mode/Service Level GESTMD
The shipping mode has been extended significantly to accommodate rate shopping/carrier selection. The
mode is referred to as the service. There are two types of service. The first is a generic service which
groups similar services for rate shopping or manual comparison. This is not a real carrier service and is
replaced by a specific service on the order. A specific service is a service provided by a carrier for which
you have real rates and charges (ex: UPS Ground).
You should define a code to represent all of the services you use. Motor freight is typically the only
outbound service that is not associated with a carrier (excluding generic services). The shipping
mode/service is also used for suppliers and purchasing. The extensions and functionality outlined in this
document do not apply to purchasing. You may define some general services/modes for use with
purchasing.
Note: The rate shopping tools provides an estimate of the freight charges. It is advised that you
validate the results of your setup. Periodically, you should compare the results to the actual
freight charges. The service providers often charge many additional assessorial charges that
cannot be included within the rate-shopping tool.
The following table outlines the new fields and their purpose.
Field Description Comments
Type Radio Type of carrier. Valid choices are parcel, motor freight, or
customer. This is used by the rate shopping.
Ship To PO Box Checkbox Indicates if the carrier delivers to a post office box. This
typically is not allowed. It allows for an extra validation
within order entry when assigning a service/carrier.
Unassigned Checkbox Denotes the carrier that is placed on the order when a valid
one is not returned via the rate shopping logic.
SMC3 Integration The remaining fields are used for SMC LTL carrier
selection and rate shopping.
Functional
Sales Order Processing - GESSOH
The sales order entry function has different rules when the freight add-on is active. The default logic
associated with the Freight Terms, Shipping Mode/Service and Carrier has been modified to simplify the
setup and provide additional flexibility and functionality. Details on the freight terms can be located in the
HTG Setup of Freight Revenue