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Setting Up Shipping Information

You can set up shipping information in the following ways:

• Modify the lists of values used to select shipping information.
• Set up shipping charges using a number of factors, including the weight of the product, the shipping method, the shipping carrier, and the ship to and ship from location.
• Set up preferred carrier and shipping method for an account.

When end users create quotes or orders:

• They are able to select the options that you set up in the lists of values.
• The shipping charges that you set up are displayed for each line item and for the quote or order as a whole.
• The preferred carrier and shipping method for the account appear as the default carrier and shipping method.

This task is a step in Roadmap for Setting Up Order Management.

Modifying Lists of Values for Shipping

You can modify the following lists of values that are used to select shipping information:

• Carriers. This field specifies what carrier is used to deliver items in an order. Without configuration, the available carriers include Airborne, DHL, Emery, Federal Express, UPS, US Mail. Make sure the list of values contains the carriers you want to use. In the Administration - Data screen, List of Values view, carriers are listed in records where the Type field has the value FS_CARRIER.
• Shipping methods. The Shipping Method field is used primarily to identify how quickly the shipment will occur, and how long delivery will take. The shipping method impacts the shipment charges. Without configuration, the available methods are Next Day, 2 Day Service, and Ground. You can add other methods by adding them in the list of values. For example, you might want Air, Train, or Ship as a method. In the Administration - Data screen, List of Values view, shipping methods are listed in records where the Type field has the value CARRIER_PRIORITY.
• Shipping terms. The Shipping Terms field is used to specify the relationship between payment and shipping. Without configuration, the available shipping terms are Due, FOB, TBD, No charge. You can add other terms by adding them in the list of values list. In the Administration - Data screen, List of Values view, shipping terms are listed in records where the Type field has the value FREIGHT_TERMS.
• Shipment freight calculation. The result of the shipment freight calculation shows in an order in the Shipping Charges field, in Line Items Totals form. Shipping is calculated at the line level, and is then rolled up for all line items and displayed in the Totals form.

For more information about changing lists of values, see Siebel Applications Administration Guide.

Setting Up Shipping Charges

To set up shipping charges, first you define shipping zones, and then you define the charges for each zone. A shipping zone includes both a ship-from location and a ship-to location.

These shipping charges apply to employee applications. For information about setting up shipping charges for Siebel eSales, see Siebel eSales Administration Guide.

To set up shipping charges

1. Navigate to the Administration - Order Management screen, and then the Shipping view.
2. In the Shipping Zone list, add a new record and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Ship Carrier	Select a carrier.
   Ship Method	Select a shipping method.
   Ship From Minimum	Enter the smallest number of the range of postal codes where the ship-from addresses of this zone are located.
   Ship From Maximum	Enter the largest number of the range of postal codes where the ship-from addresses of this zone are located.
   Ship From Country	Select the country where the ship-from addresses of this zone are located.
   Ship To Minimum	Enter the smallest number of the range of postal codes where the ship-to addresses of this zone are located.
   Ship To Maximum	Enter the largest number of the range of postal codes where the ship-to addresses of this zone are located.
   Ship To Country	Select the country where the ship-to addresses of this zone are located.
   Shipping Zone	Enter the code for this shipping zone.

3. Add a new record to Shipping Rate list for each shipping charge for this zone, and complete the necessary fields. Some fields are described in the following table.

   Field	Comments
   Ship Carrier	Select a carrier.
   Ship Method	Select a shipping method.
   Shipping Zone	Enter the code for this shipping zone.
   Minimum Weight	Enter the minimum weight for this charge.
   Maximum Weight	Enter the maximum weight for this charge.
   Cost	Enter the cost for shipping products of this weight range in this zone.

Setting Up Default Carriers for Accounts

If you set up the preferred carrier for an account, then this carrier appears as a default when users create quotes and orders for this account.

To set up the default carrier for an account

1. Navigate to the Accounts screen, and then the Accounts List view.
2. In the Accounts list, click the name of the desired account.
3. Click the More Info view tab.
4. In the More Info form, complete the necessary field, described in the following table.

   Field	Comments
   Preferred Carrier	Select the default carrier for this account.