Carriers

Purpose: Use the Carriers screen to work with carriers for order shipments. A carrier is required for all sales orders and purchase orders.

CWSerenade or CWDirect integration: Carriers in Locate that correspond to CWSerenade or CWDirect ship vias must have codes identical to the CWSerenade or CWDirect ship via codes. The ship via code in CWSerenade or CWDirect is a 7-position numeric field.

In this topic:

• Carrier creation and vendor assignment

• Carrier creation and sales order assignment

• Options at this screen

• Fields at this screen

How to display this screen: Select Carriers from the Home Screen or from the Systems Menu.

Note: Only users with Carriers authority can display this screen. See the Role Wizard for more information.

Carrier creation and vendor assignment

Assign to vendors: When you click Save at the New Carrier window to create a carrier, a window prompts you to add the carrier as a valid shipper for all vendors in your organization.

If you click Yes to add the carrier to all vendors and:

• the carrier is flagged as active, Locate sets the assigned field for each new record in the vendor_carrier table to Y. The carrier is displayed at the Carriers tab of the New Vendor and Edit Vendor screen, and the Assigned flag is selected.

• the carrier is not flagged as active, Locate sets the assigned field for each new record in the vendor_carrier table to N. The carrier is displayed at the Carriers tab of the New Vendor and Edit Vendor screen, and the Assigned flag is unselected.

If you do not click Yes to add the carrier to all vendors, Locate sets the assigned field for each new record in the vendor_carrier table to N. The carrier is not displayed at the Carriers tab of the New Vendor and Edit Vendor screen unless you flag the carrier as active.

Note: Flagging a carrier as inactive does not prevent you from assigning the carrier to a purchase order through the CreateDSOrder message, and will not prevent the vendor from generating a pack slip using an inactive carrier; however, the vendor will not be able to confirm shipment with an inactive carrier when using the Purchase Order Shipping screen. The vendor can confirm a shipment using an inactive carrier through the shipment upload.

You can use the Carriers tab at the Edit Vendor screen to change the carrier assignments for a vendor. Also, if you change the carrier’s Active setting:

• if the carrier was previously inactive and you activate the vendor, the carrier becomes eligible to ship packages for vendors it is assigned to.

• if the carrier was previously active and you change the carrier to inactive, the carrier is no longer eligible to ship packages for vendors it is assigned to.

Creating a carrier through rate shopping with ADSI: If your vendors use the Integrated Shipping screen to confirm shipments, and the shipment specifies a rate shopping service code (carrier code), it is possible that ADSI might return a service code that is not currently a valid carrier in Locate. In this situation, Locate automatically creates the carrier code, but does not assign the new carrier to the vendor. See Integrated Shipping Setup, Troubleshooting, and Mapping: Supplier Direct Fulfillment for background.

Carrier creation and sales order assignment

Creating a carrier through the SubmitOrder message: If the carrier specified in the submit order message for a delivery, retail pickup, or ship-to-store order does not already exist, it is assigned to the order and created automatically using the ship_via as the carrier Code and the ship_via_description as the carrier Description. The new carrier is flagged as Active, but no other settings are selected. The new carrier is not automatically assigned to any existing vendors, but is eligible to be automatically assigned when you create new vendors.

Default carriers:

• Delivery, retail pickup, and ship-to-store orders: A Default Carrier is required at the Preferences screen for your organization. This is the carrier that Locate assigns to orders that do not have a ship via specified in the submit order message.

• Pickup orders: The default PICKUP carrier is created automatically for your organization, and assigned to all pickup orders. The default PICKUP carrier:

• has a Code of PICKUP

• has a default Description of In Store Pick Up, but you can change it

• is automatically assigned to all pickup orders

• cannot be deleted or have any of its default settings changed, except for description

Locate does not assign these default carriers to vendors.

If the carrier in the submit order message exists but is not currently flagged as active, Locate changes the setting back to active.

Using a carrier in Store Connect: The carrier on a delivery order is displayed on Store Connect screens and prints on the pick list pull sheet and packing slip; however, the store associate cannot confirm a shipment using a carrier unless both the Display in Store Connect and Active flags are currently selected.

Options at this screen

Option	Procedure
create a new carrier	1. Optionally, select a different organization from the Organization drop-down box. See Data Hierarchy for more information on how locations are assigned to organizations. Note: You must complete the Preferences screen for an organization before you can select it. 2. Optionally, enter a new Code and Description. If you do not enter them here, you can enter them at the New Carrier window. 3. Click NEW to advance to the New Carrier window. See that window for more information.
search for a carrier	The organization associated with your Default Shipping System is selected by default, and the first 50 carriers in that organization are displayed. Use any combination of the fields at the top of the screen and click SEARCH to restrict the search results to matching carriers: • Optionally, select a different organization from the Organization drop-down box to restrict your results to that organization. Note: You can also select a blank organization to remove this field from your selection criteria. • Optionally, enter a full or partial carrier code in the Carrier Code field to restrict your results to carriers whose codes start with your entry. • Optionally, enter a full or partial carrier name in the Description field to restrict your results to carriers whose names contain your entry. • Optionally, select a setting of Yes or No from the Active field to restrict your results to carriers matching the selected status. • Click SEARCH.
select a carrier for review or maintenance	Click the edit icon () to advance to the Edit Carrier window, where you can update the carrier.
delete a carrier	Select the delete icon () next to a carrier to delete the carrier from Locate. You can delete a carrier only if the carrier is not assigned to any existing orders or purchase orders, and you cannot delete the default PICKUP carrier.

Fields at this screen

Field	Description
Search/new fields:
Organization	See organization. Required to create a new carrier. Defaults from the organization associated with the Default Shipping System from your user profile, but you can override this default. Note: You must complete the Preferences screen for an organization before you can select it.
Code	The code identifying a carrier. Your entry can be up to 10 positions; however, carriers used in the integration with CWSerenade or CWDirect must be numeric and no more than 7 positions, and must match the corresponding numeric ship via code in CWSerenade or CWDirect. Required to create a new carrier. Enter a full or partial code and click SEARCH to display carriers whose codes start with your entry.
Description	The description of the carrier. Your entry can be up to 35 positions. Required to create a new carrier. Enter a full or partial description and click SEARCH to display carriers whose descriptions contain your entry. Creating a carrier through the CreateDSOrder message: If the CreateDSOrder message that creates a new purchase order specifies a carrier code that does not already exist in Locate, the carrier is created automatically. The carrier is automatically assigned to all existing vendors as an active carrier, and all flags are unselected, with the exception of the Active flag. The carrier description is set to Auto Created 99, where 99 is the carrier code passed in the CreateDSOrder message. Creating a carrier through the Submit Order message: If the Submit Order message that creates a retail pickup, delivery, or ship-to-store order specifies a ship_via that does not already exist in Locate, the carrier is created automatically. The carrier is not automatically assigned to any vendors, although it is eligible to be automatically assigned to any new vendors. The carrier is created with all flags unselected, with the exception of the Active flag. If no ship_via_description is specified in the Submit Order message, the carrier description is set to Auto Created 99, where 99 is the ship_via from the message. If the ship via description passed in the Submit Order message exceeds 35 positions, it is truncated.
Active	See Active, below, for a discussion.
Results fields:
Organization	See organization.
Code	The code identifying a carrier. Up to 10 positions.
Description	The description of the carrier. A description such as Auto Created 15, where 15 is the carrier code, indicates that the carrier was created automatically through the CreateDSOrder or Submit Order message.
Tracking # Required	Selected if the vendor or store associate must provide a tracking number for each manual shipment using this carrier; otherwise, the tracking number is optional for manual shipping.
Weight Required	Selected if the vendor must provide the shipping weight for each shipment using this carrier; otherwise, the shipping weight is optional. Not used in Store Connect.
Rate Required	Selected if the vendor must provide the shipping rate for each shipment using this carrier; otherwise, the shipping rate is optional. Not used in Store Connect.
Active	Indicates whether: • the carrier is visible at the Carrier tab of the New Vendor or Edit Vendor screens • the vendor can confirm shipment of purchase orders using this carrier in the Vendor Portal • the store associate can confirm shipment of a delivery order using this carrier in Store Connect if the Display in Store Connect flag is also selected Note: • Purchase orders: Flagging a carrier as inactive does not prevent you from assigning the carrier to a purchase order through the CreateDSOrder message, and will not prevent the vendor from generating a pack slip using an inactive vendor; however, the vendor will not be able to confirm shipment with an inactive vendor when using the Purchase Order Shipping screen. The vendor can confirm a shipment using an inactive carrier through the shipment upload. • Reset to Active when used on a new order: When Locate creates a new sales order using an existing carrier that is not currently flagged as active, it resets this flag to active for the carrier. • Store Connect: Flagging a carrier as inactive does not prevent the carrier from being displayed in Store Connect, but the associate cannot confirm shipment of a delivery order using the carrier. Both the Active and Display in Store Connect flags must currently be selected for the carrier to be eligible for shipment through Store Connect. • Default PICKUP carrier: You cannot flag the default PICKUP carrier for Store Connect as inactive.
Edit	Select the edit icon () next to a carrier to advance to the Edit Carrier window.
Delete	Select the delete icon () next to a carrier to delete the carrier from Locate. You can delete a carrier only if the carrier is not assigned to any existing orders or purchase orders, and is not the default PICKUP carrier.

________________________________