Working with Item Ship Via Overrides
Item ship via overrides are the shippers that can be used to deliver an item to its destination.
Each shipper that qualifies as an item ship via override is defined in the Item Ship Via Override file for the item.
• If the shipper qualifies as a ship via override for the item, the shipper can be used to deliver the item to its destination.
• If the shipper does not qualify as a ship via override for the item, the shipper cannot be used to deliver the item to its destination.
Note: If records do not exist in the Item Ship Via Override file for an item, any valid, qualifying shipper in the Ship Via file can be used to deliver the item to its destination.
In this topic:
• Item Ship Via Override Logic
• Select Ship Via for Override Screen
When you add an item to an order the system looks at the Item Ship Via Override file to determine if the ship via on the order header is an eligible shipper for the item; if the ship via on the order header is not an eligible shipper for the item, the system displays a Ship Via Overrides for Item Window, requesting you to select an eligible shipper for the item on the order line. The system assigns the eligible shipper to the item on the order line; however, the system does not override the existing shipper on the order header.
Example: You enter an order containing items with records in the Item Ship Via Override file.
Ship via on order header: 3 |
||
Item |
Ship via override |
Results |
AB1010 |
ship vias 1 and 2 |
When you add item AB1010 to the order, the Ship Via Overrides for Item window displays where you must select an eligible shipper (1 or 2) for the item before adding the order line to the order. |
BC2020 |
ship vias 1 and 3 |
When you add item BC2020 to the order, the system does not assign a ship via to the order line and instead uses the default ship via on the order header (ship via 3) as the shipper. |
CD3030 |
ship vias 1 and 2 |
When you add item CD3030 to the order, the Ship Via Overrides for Item window displays where you must select an eligible shipper (1 or 2) for the item before adding the order line to the order. |
DE4040 |
no ship via overrides defined |
When you add item DE4040 to the order, the system does not assign a ship via to the order line and instead uses the ship via on the order header (ship via 3) as the shipper. |
When does the item ship via override take place? The system evaluates the shipper assigned to ship the item to its destination in the following places.
Function |
Validation Takes Place When |
Order entry and maintenance |
You press Enter to add the item to the order. You press Enter to accept any changes you made to the order line at the Work with Order Line Screen (Changing/Adding an Item). You press F9 or F19 to accept the order if the order is eligible for other ship via overrides or you have changed the ship via on the order header since adding the item to the order. Note: The system does not evaluate the ship via for items on a customer membership. However, if you go into order maintenance for that customer membership, the system will then evaluate the ship via for the items on the order. |
Business-to-business order entry |
You press Enter at the Work with Items to Distribute Screen to distribute an item on the order to a range of ship to customers and you also define a ship via override. You press Enter to accept any changes you made to the distribution range at the Change Distribution Range Screen if a ship via override is defined. You submit the B2B_GEN batch job to process the order. While the system verifies any ship via overrides you define when you distribute the items on the order, if you have not defined a ship via override during distribution, the order line uses the ship via defined on the order header or the ship via override defined for a ship to range. The B2B_GEN batch job verifies that the ship via on the order header or the ship via override for the ship to customer is a valid shipper for the item. If the shipper is not eligible to ship the item, the B2B_GEN batch job places the order in an error status and prints the error Ship Via invalid for Item on the Business to Business Order Error Listing. You will need to correct the order in batch order entry. See Correcting Business to Business Order Errors. |
Batch order entry |
You press Enter to add the item to the order. You press Enter to accept any changes you made to the order line at the Work with Order Line screen. You press F9 or F19 to accept the order if the order is eligible for other ship via overrides or you have changed the ship via on the order header since adding the item to the order. You press F12 to edit the order batch. If a ship via assigned to an item on the order is not eligible to ship the item, the batch order is placed in an error status and the error Ship Via invalid for Item prints on the Phone Errors Report. |
E-Commerce order entry and maintenance processing |
The E-Commerce Order Processing job or E-Commerce Order Maintenance job processes the e-commerce order. If the ship via for an item on the e-commerce order is not eligible to ship the item, the order is placed in an error status and must be corrected in batch order entry. See E-Commerce Order Creation. |
Phone order interface processing |
You load the phone orders into the system. If the ship via for an item on a phone order interface order is not eligible to ship the item, the order is placed in an error status and the error Ship Via invalid for Item prints on the Phone Errors Report. |
Generic order processing |
The Order Processor job processes the incoming order. If the ship via for an item on the incoming order is not eligible to ship the item, the order is placed in an error status and must be corrected in batch order entry. See Generic Order Interface (Order API). |
What items are evaluated? The system evaluates every item added to an order to determine if records exist in the Item Ship Via Override file for the item, regardless of whether the item is backordered, soldout, added as a free gift, etc.
If the ship via assigned to the item is not eligible, the system displays the Ship Via Overrides for Item Window, requiring you to select an eligible shipper.
Note: If you use the Process Substitute Items Screen to replace an open, unreserved item on the order with another item, the system does not validate that the ship via on the order is eligible to ship the new item; you must go into order maintenance to validate the shipper assigned to the new item.
What if you override the ship via on the order header? If you override the ship via on the order header, the system reevaluates each order line whose Ship via field is blank to determine if the new ship via on the order header is eligible to ship the item. If the new ship via on the order header is not eligible, the system displays the Ship Via Overrides for Item Window for each item that cannot ship using the ship via on the order header, requiring you to select an eligible ship via for the item on the order line.
What if the item qualifies for more than one item ship via override? Each ship via that qualifies as an eligible shipper for the item displays in the Ship Via Overrides for Item Window, where you can select which shipper you wish to use to deliver the item to its destination. Any ship via that does not have a record in the Item Ship Via Override file for the item, does not display in the Ship Via Overrides for Item window.
What if you override the ship via on the order line? If you override the ship via on the order line, the system verifies that the ship via you define is eligible for the item, based on the records in the Item Ship Via Override file for the item. If the ship via you define does not exist in the Item Ship Via Override file for the item, the Ship Via Overrides for Item Window displays, requiring you to select an eligible ship via.
Valid SCF/Ship Via required: In order for the item ship via override to apply to an order line, the override ship via must already be set up with the SCF on the order shipping address as a valid SCF/ship via combination. If the SCF/ship via is not valid combination, the item ship via override will not apply to the order.
Downloading item ship via overrides to e-commerce: When you download items using the Downloading E-Commerce Offer Files (EOFR) menu option, if an item being downloaded has records in the Item Ship Via Override file, the system also downloads the item ship via override records to the EC Item Ship Via Override Download file.
Additionally, when you run the ECITMCH periodic function (program name ECX0178) to extract item changes to the EC Item file and SKU changes to the EC SKU file, the system extracts items whose item ship via overrides have been updated since the last time the item was downloaded to e-commerce and also creates records in the EC Item Ship Via Override Download file.
Note: The setting of the Download to e-commerce field defined for a ship via in the Ship Via file controls whether the ship via is eligible to download to e-commerce using the SCF/Ship Via download program; however, this field does not control the downloading of item ship via overrides.
Prompting on ship via: If records exist in the Item Ship Via Override file for an item, when you prompt on the Ship via field for an item, the system displays only those shippers that are eligible to ship the item. If you enter a ship via for an item that is not an item ship via override an error message displays: Invalid ship via for item. If item ship via overrides do not exist for the item, you can define any valid ship via code in this field.
Are there other ship via overrides that might apply to the order? There are several other ways you can apply a ship via override to an order; however, item ship via overrides take precedence over any other ship via override. See Ship Via Override Hierarchy to review a table listing the hierarchy in which the overrides take place.
Ship Via Overrides |
|
File |
How does this override relate to the item ship via override? |
State Shipping Matrix |
If the Use State Shipping Matrix (B12) system control value is set to Y and the source code on the order header uses a line-level freight method, the system updates the ship via on the order line to the preferred ship via defined for the ship-to state combination. However, if the state shipping matrix ship via override is not a valid shipper for the item on the order line, the system will not default the state shipping matrix ship via to the order line and instead use the ship via from the order header. If the ship via from the order header is not a valid shipper for the item on the order line, the system displays the Ship Via Overrides for Item Window for the item on the order line, requiring you to select a valid shipper. |
Item |
If you define a ship via code in the Ship via field for an item, the system defaults this ship via code to the order line. However, if records exist in the Item Ship Via Override file for the item, the system requires you to enter an eligible shipper in the Ship via field for the item. This way, only an eligible shipper defaults as the ship via code on the order line. |
Promotion |
If an order, or shipping address on an order, qualifies for a promotion containing a ship via override, the system changes the ship via on the order header when you press F9 or F19 to accept the order. However, if the ship via override defined for the promotion is not a valid shipper for each item on the order that does not already have a ship via override defined, the system will not apply the ship via override from the promotion to the order. See Working with Promotion Values (WPRO) for more information on defining a ship via override for a promotion. |
Zip/Ship Via |
If the ship via on the order header allows auto-assignment of carrier (the ship via’s Allow auto assignment field is selected) and a default ship via is defined for the postal code on the order, the system changes the ship via for the ship to customer to the default ship via defined for the postal code. However, if the zip ship via override is not a valid shipper for each item on the order that does not already have a ship via defined for the order line, the system will still default the zip ship via override to the order header, but will display the Ship Via Overrides for Item Window for each item that requires a valid ship via, based on the Item Ship Via Override file. |
Best Way Ship Via |
If records exist in the Best Way Ship Via file with a Type of O, the Alternate Shipping Charges by Via Window displays during the order, offering a choice of ship vias to apply to the order. However, if the best way ship via override is not a valid shipper for each item on the order that does not already have a ship via defined for the order line, the system will still default the best way ship via override to the order header, but will display the Ship Via Overrides for Item Window for each item that requires a valid ship via, based on the Item Ship Via Override file. |
Offer Ship Via |
If an order, or shipping address on an order, qualifies for an offer ship via override, the system changes the ship via on the order header when you press F9 or F19 to accept the order. However, if the offer ship via override is not a valid shipper for each item on an order line whose Ship via field is blank, the system will not apply the offer ship via override to the order. If you add an item after the offer ship via override has been assigned to the order and the offer ship via override is not eligible for that item, the system displays the Ship Via Overrides for Item Window, requiring you to select an eligible shipper for the item. |
SCF Ship Via |
If a Preferred ship via is defined for the SCF and the Allow auto assignment field for the ship via is selected, the system updates the Ship via on the order header to the preferred ship via. However, if the SCF ship via override is not a valid shipper for each item on the order that does not already have a ship via defined for the order line, the system will still default the SCF ship via override to the order header, but will display the Ship Via Overrides for Item Window for each item that requires a valid ship via, based on the Item Ship Via Override file. |
B2B Override |
During business-to-business order entry each order line will ship using the shipper defined on the order header unless: • you define a ship via override for a ship to distribution at the Work with Items to Distribute screen or Change B2B Distribution Range screen. If you define a ship via override for a ship to distribution, the system verifies that the ship via is eligible to ship the item. • you define a ship via override for a ship to range at the Work with B2B Overrides screen. The system verifies that the ship via defined on the order header or the ship via defined for a ship to range is a valid shipper for the assigned items once you accept the order and submit the B2B_GEN batch job. If the shipper is not eligible to ship an item on the order, the order is placed in an error status and the error Ship Via invalid for Item prints on the Order Error Listing. You will need to correct the error in batch order entry. See Working with Business to Business Order Entry Overrides. |
Item ship via overrides during pick slip generation: If the ship via for the pick slip is not a valid shipper for the item, based on the Item Ship Via Override file, the system continues to print the pick slip.
Additionally, if you:
• perform Best Way Shipping during pick slip generation and the best way shipper selected is not a valid shipper for all of the items on the pick slip, the system continues to print the pick slip using the best way shipper.
• define a ship via override during pick slip generation and the ship via override is not a valid shipper for all of the items on the pick slip, the system continues to print the pick slip using the ship via override.
Select Ship Via for Override Screen
Use this screen to review the ship via overrides eligible for an item. You can select which ship vias can be used to ship the item to its destination. All ship vias defined in the Ship Via file display on this screen.
The Selected field indicates if the shipper qualifies as a ship via override for the item. When you first advance to this screen, all ship vias are unselected.
• If the Selected field is Y, the shipper qualifies as a ship via override for the item and can be used to deliver the item to its destination. The system creates a record in the Item Ship Via Override file for the item and ship via combination.
• If the Selected field is blank, the shipper does not qualify as a ship via override for the item and cannot be used to deliver the item to its destination.
• If the Selected field is blank for all ship vias that display on the screen, you have not defined any ship via overrides for the item and all shippers are eligible to deliver the item to its destination.
How to display this screen: Enter 32 next to an item at the Work with Items screen and press Enter.
INR1806 DISPLAY Select Ship Via for Override 4/08/03 8:12:08 ALL KAB Co.
Item : 2003ITEM 2003 ITEM DESCRIPTION
Opt Code Description Via Sel Pty
Type options, press Enter. 1=Select 4=Deselect
1 UPS GROUND 5 2 PARCEL POST 9 3 FEDERAL EXPRESS 9 4 UPS SECOND DAY 9 5 IPCS OVERSIZED SHIPPER 5 6 IPCS EXPRESS 5 7 IPCS STANDARD 5 8 IPCS ECONOMY 5 +
F3=Exit F7=Select All F8=Toggle All/Selected F12=Cancel F21=Print list |
Field |
Description |
Item |
The code and description of the item for which you wish to define ship via overrides. Item code: Alphanumeric, 12 positions; display-only. Item description: Alphanumeric, 30 positions; display-only. |
Code |
The code for a shipper you can select as a ship via override for the item. Ship via codes are defined in and validated against the Ship Via file. Numeric, 2 positions; optional. |
Description |
A description of the shipper. Alphanumeric, 30 positions; optional. |
Via pty (Ship via priority) |
A value assigned to the shipper that controls how the system allocates inventory to backorders or reserves inventory during Batch Reservation. Valid values are 0 - 9, where 0 is the lowest priority and 9 is the highest priority. Numeric, 1 position; display-only. |
Sel (Selected?) |
Indicates if the shipper qualifies as a ship via override for the item. Y = The shipper qualifies as a ship via override for the item; you can use this shipper to deliver the item to its destination. blank = The shipper does not qualify as a ship via override for the item; you cannot use this shipper to deliver the item to its destination. Note: If this field is blank for all ship vias that display on this screen, you have not defined any ship via overrides for the item and all shippers are eligible to deliver the item to its destination. Alphanumeric, 1 position; display-only. |
Screen Option |
Procedure |
Select a shipper as a ship via override for the item; selected shippers can be used to deliver the item to its destination |
Enter 1 next to the shipper and press Enter. The system updates the Selected field to Y, indicating the shipper qualifies as a ship via override for the item. |
Deselect a shipper as a ship via override for the item; unselected shippers cannot be used to deliver the item to its destination |
Enter 4 next to the shipper and press Enter. The system updates the Selected field to blank, indicating the shipper does not qualify as a ship via override for the item. |
Select all shippers as ship via overrides for the item; any shipper can be used to deliver the item to its destination |
Press F7. The system updates the Selected field to Y for all shippers, indicating all shippers qualify as a ship via override for the item. Note: The system creates a record in the Item Ship Via Override file for each ship via/item combination. |
Toggle to view all shippers or only view shippers that qualify as ship via overrides for the item |
Press F8. When you first advance to the screen, all shippers display. |
| Working with Freight Exempt Items (WFEI) | Contents | SCVs | Search | Glossary | Reports | Solutions | XML | Index | Working with Item Coordinate Types (WICT) |
ME03_12 CWDirect 18.0.x 2018 OTN