Vantage 8.03 - Freight Payment Terms - Procedural Question

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1
We combined the freight payment terms with the FOB. There were a lot fewer records to duplicate and some payment terms lend themselves to only one FOB anyway.

--- In vantage@yahoogroups.com, "Judy Havlik" <judyh001@...> wrote:
>
> I'm curious how others are handling freight payment terms on sales orders; i.e. where/how do you enter the shipping payment terms data?
>
> For example:
>
> FOB = Our dock
> Ship Via = UPS Ground
>
> Freight payment in the above example could be Prepay & Add, Prepaid, Bill 3rd Party, or Collect (using the customer's account number).
>
> In 6.1 we use the Ship Via to show UPSGround/Collect, for example. If there are multiple ship to addresses on the order, they might show a different "Ship Via" with different payment terms.
>
> Further, each customer generally has a default that appears on the order at time of entry from the data in the Customer Table.
>
> Any information you can share regarding how you handle this would be helpful.
>
> Sincerely,
> Judy Havlik
> Plitek, L.L.C.
>
2
I'm curious how others are handling freight payment terms on sales orders; i.e. where/how do you enter the shipping payment terms data?

For example:

FOB = Our dock
Ship Via = UPS Ground

Freight payment in the above example could be Prepay & Add, Prepaid, Bill 3rd Party, or Collect (using the customer's account number).

In 6.1 we use the Ship Via to show UPSGround/Collect, for example. If there are multiple ship to addresses on the order, they might show a different "Ship Via" with different payment terms.

Further, each customer generally has a default that appears on the order at time of entry from the data in the Customer Table.

Any information you can share regarding how you handle this would be helpful.

Sincerely,
Judy Havlik
Plitek, L.L.C.
3
In customer shipment entry, on the manifest info, billing tab you can select your payment options such as UPS Collect. Vantage has predefined options. Hope this answers your question. Don't forget to customize your packing slip to print this field if you're using a customer one now. Otherwise the standard packing slip displays the billing information you select.

--- In vantage@yahoogroups.com, "Judy Havlik" <judyh001@...> wrote:
>
> I'm curious how others are handling freight payment terms on sales orders; i.e. where/how do you enter the shipping payment terms data?
>
> For example:
>
> FOB = Our dock
> Ship Via = UPS Ground
>
> Freight payment in the above example could be Prepay & Add, Prepaid, Bill 3rd Party, or Collect (using the customer's account number).
>
> In 6.1 we use the Ship Via to show UPSGround/Collect, for example. If there are multiple ship to addresses on the order, they might show a different "Ship Via" with different payment terms.
>
> Further, each customer generally has a default that appears on the order at time of entry from the data in the Customer Table.
>
> Any information you can share regarding how you handle this would be helpful.
>
> Sincerely,
> Judy Havlik
> Plitek, L.L.C.
>
4
Dear Jennifer....

Thanks so much for your response. Are you saying it's up to the shipping department to decide who is paying for freight? How would they know that...how does Order Entry communicate this to them so they know?

Sincerely,
Judy Havlik

--- In vantage@yahoogroups.com, "smithjennifer79" <jsmith@...> wrote:
>
> In customer shipment entry, on the manifest info, billing tab you can select your payment options such as UPS Collect. Vantage has predefined options. Hope this answers your question. Don't forget to customize your packing slip to print this field if you're using a customer one now. Otherwise the standard packing slip displays the billing information you select.
>
> --- In vantage@yahoogroups.com, "Judy Havlik" <judyh001@> wrote:
> >
> > I'm curious how others are handling freight payment terms on sales orders; i.e. where/how do you enter the shipping payment terms data?
> >
> > For example:
> >
> > FOB = Our dock
> > Ship Via = UPS Ground
> >
> > Freight payment in the above example could be Prepay & Add, Prepaid, Bill 3rd Party, or Collect (using the customer's account number).
> >
> > In 6.1 we use the Ship Via to show UPSGround/Collect, for example. If there are multiple ship to addresses on the order, they might show a different "Ship Via" with different payment terms.
> >
> > Further, each customer generally has a default that appears on the order at time of entry from the data in the Customer Table.
> >
> > Any information you can share regarding how you handle this would be helpful.
> >
> > Sincerely,
> > Judy Havlik
> > Plitek, L.L.C.
> >
>
5
No, the packer would default to whatever the sales order is set to, however it could be overridden at time of shipment if necessary.
Set up two (2) ship via's; one for UPS Ground and one for UPS Ground Collect. This way it prints on the packer and the Ship Via can be selected at time of order entry, changed prior to shipment at order entry or changed at time of shipment in the packer.

Charlie Smith
Smith Business Services / 2W Technologies LLC
www.vistaconsultant.com/ www.2WTech.com




From: Judy Havlik
Sent: Tue 3/17/2009 12:39 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Vantage 8.03 - Freight Payment Terms - Procedural Question


Dear Jennifer....

Thanks so much for your response. Are you saying it's up to the shipping department to decide who is paying for freight? How would they know that...how does Order Entry communicate this to them so they know?

Sincerely,
Judy Havlik

--- In vantage@yahoogroups.com, "smithjennifer79" <jsmith@...> wrote:
>
> In customer shipment entry, on the manifest info, billing tab you can select your payment options such as UPS Collect. Vantage has predefined options. Hope this answers your question. Don't forget to customize your packing slip to print this field if you're using a customer one now. Otherwise the standard packing slip displays the billing information you select.
>
> --- In vantage@yahoogroups.com, "Judy Havlik" <judyh001@> wrote:
> >
> > I'm curious how others are handling freight payment terms on sales orders; i.e. where/how do you enter the shipping payment terms data?
> >
> > For example:
> >
> > FOB = Our dock
> > Ship Via = UPS Ground
> >
> > Freight payment in the above example could be Prepay & Add, Prepaid, Bill 3rd Party, or Collect (using the customer's account number).
> >
> > In 6.1 we use the Ship Via to show UPSGround/Collect, for example. If there are multiple ship to addresses on the order, they might show a different "Ship Via" with different payment terms.
> >
> > Further, each customer generally has a default that appears on the order at time of entry from the data in the Customer Table.
> >
> > Any information you can share regarding how you handle this would be helpful.
> >
> > Sincerely,
> > Judy Havlik
> > Plitek, L.L.C.
> >
>





[Non-text portions of this message have been removed]
6
Thanks so much for your response, Charlie. That sounds like what we're doing in 6.1. Our Ship Via Table for UPS currently shows UPS Ground PPD-Add, UPS Ground PPD, UPS Ground Collect, and UPS Ground 3rd Party. This field then prints on the order acknowledgement and throughout Vantage documents so that everyone knows who is paying for freight. Shipping then knows if they need a customer account number or if we're paying freight or adding it to the invoice.

I thought, perhaps, 8.03 had a separate field for freight payment. We ended up with so many choices in our Ship Via Table in 6.1...for 2nd Day, Next Day, Fed Ex, every Truck Line, plus they each needed PPD/Add, PPD, Collect, 3rd Party, etc. We probably have 40 different carriers and then we need a separate Ship Via record for each one so we can communicate how freight is to be paid. Our shipments are generally customer routed and they choose their carrier and how they want to pay for freight, which can change from order to order. It sounds like we'll need to keep our 160 Ship Via records in the Table.

Sincerely,
Judy Havlik

--- In vantage@yahoogroups.com, CharlieSmith <CSmith@...> wrote:
>
> No, the packer would default to whatever the sales order is set to, however it could be overridden at time of shipment if necessary.
> Set up two (2) ship via's; one for UPS Ground and one for UPS Ground Collect. This way it prints on the packer and the Ship Via can be selected at time of order entry, changed prior to shipment at order entry or changed at time of shipment in the packer.
>
> Charlie Smith
> Smith Business Services / 2W Technologies LLC
> www.vistaconsultant.com/ www.2WTech.com
>
>
>
>
> From: Judy Havlik
> Sent: Tue 3/17/2009 12:39 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Vantage 8.03 - Freight Payment Terms - Procedural Question
>
>
> Dear Jennifer....
>
> Thanks so much for your response. Are you saying it's up to the shipping department to decide who is paying for freight? How would they know that...how does Order Entry communicate this to them so they know?
>
> Sincerely,
> Judy Havlik
>
> --- In vantage@yahoogroups.com, "smithjennifer79" <jsmith@> wrote:
> >
> > In customer shipment entry, on the manifest info, billing tab you can select your payment options such as UPS Collect. Vantage has predefined options. Hope this answers your question. Don't forget to customize your packing slip to print this field if you're using a customer one now. Otherwise the standard packing slip displays the billing information you select.
> >
> > --- In vantage@yahoogroups.com, "Judy Havlik" <judyh001@> wrote:
> > >
> > > I'm curious how others are handling freight payment terms on sales orders; i.e. where/how do you enter the shipping payment terms data?
> > >
> > > For example:
> > >
> > > FOB = Our dock
> > > Ship Via = UPS Ground
> > >
> > > Freight payment in the above example could be Prepay & Add, Prepaid, Bill 3rd Party, or Collect (using the customer's account number).
> > >
> > > In 6.1 we use the Ship Via to show UPSGround/Collect, for example. If there are multiple ship to addresses on the order, they might show a different "Ship Via" with different payment terms.
> > >
> > > Further, each customer generally has a default that appears on the order at time of entry from the data in the Customer Table.
> > >
> > > Any information you can share regarding how you handle this would be helpful.
> > >
> > > Sincerely,
> > > Judy Havlik
> > > Plitek, L.L.C.
> > >
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>
7
Hi Judy,

> Thanks so much for your response. Are you saying it's up to the shipping
> department to decide who is paying for freight? How would they know
> that...how does Order Entry communicate this to them so they know?

You can set freight billing options at the Customer level. The Sales Order
will default to the Customer settings but you can override it there. You
another chance to override it at shipment time.

We're doing what Jennifer suggested. We modified our Sales Order
Acknowledgments and Packing Slips to display the Freight Terms.

Mark W.
8
The other alternative would be to add a checkbox as a customization to the sales order, packer and invoice to indicate it is a collect item. You would then be able to modify the packing slip, order ack and invoice to handle the indicator as well as the other supporting reports. As I type this though, it sounds like a pain in the rump to do.

Charlie Smith
Smith Business Services / 2W Technologies LLC
www.vistaconsultant.com/ www.2WTech.com




From: Judy Havlik
Sent: Tue 3/17/2009 1:28 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Vantage 8.03 - Freight Payment Terms - Procedural Question


Thanks so much for your response, Charlie. That sounds like what we're doing in 6.1. Our Ship Via Table for UPS currently shows UPS Ground PPD-Add, UPS Ground PPD, UPS Ground Collect, and UPS Ground 3rd Party. This field then prints on the order acknowledgement and throughout Vantage documents so that everyone knows who is paying for freight. Shipping then knows if they need a customer account number or if we're paying freight or adding it to the invoice.

I thought, perhaps, 8.03 had a separate field for freight payment. We ended up with so many choices in our Ship Via Table in 6.1...for 2nd Day, Next Day, Fed Ex, every Truck Line, plus they each needed PPD/Add, PPD, Collect, 3rd Party, etc. We probably have 40 different carriers and then we need a separate Ship Via record for each one so we can communicate how freight is to be paid. Our shipments are generally customer routed and they choose their carrier and how they want to pay for freight, which can change from order to order. It sounds like we'll need to keep our 160 Ship Via records in the Table.

Sincerely,
Judy Havlik

--- In vantage@yahoogroups.com, CharlieSmith <CSmith@...> wrote:
>
> No, the packer would default to whatever the sales order is set to, however it could be overridden at time of shipment if necessary.
> Set up two (2) ship via's; one for UPS Ground and one for UPS Ground Collect. This way it prints on the packer and the Ship Via can be selected at time of order entry, changed prior to shipment at order entry or changed at time of shipment in the packer.
>
> Charlie Smith
> Smith Business Services / 2W Technologies LLC
> www.vistaconsultant.com/ www.2WTech.com
>
>
>
>
> From: Judy Havlik
> Sent: Tue 3/17/2009 12:39 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Vantage 8.03 - Freight Payment Terms - Procedural Question
>
>
> Dear Jennifer....
>
> Thanks so much for your response. Are you saying it's up to the shipping department to decide who is paying for freight? How would they know that...how does Order Entry communicate this to them so they know?
>
> Sincerely,
> Judy Havlik
>
> --- In vantage@yahoogroups.com, "smithjennifer79" <jsmith@> wrote:
> >
> > In customer shipment entry, on the manifest info, billing tab you can select your payment options such as UPS Collect. Vantage has predefined options. Hope this answers your question. Don't forget to customize your packing slip to print this field if you're using a customer one now. Otherwise the standard packing slip displays the billing information you select.
> >
> > --- In vantage@yahoogroups.com, "Judy Havlik" <judyh001@> wrote:
> > >
> > > I'm curious how others are handling freight payment terms on sales orders; i.e. where/how do you enter the shipping payment terms data?
> > >
> > > For example:
> > >
> > > FOB = Our dock
> > > Ship Via = UPS Ground
> > >
> > > Freight payment in the above example could be Prepay & Add, Prepaid, Bill 3rd Party, or Collect (using the customer's account number).
> > >
> > > In 6.1 we use the Ship Via to show UPSGround/Collect, for example. If there are multiple ship to addresses on the order, they might show a different "Ship Via" with different payment terms.
> > >
> > > Further, each customer generally has a default that appears on the order at time of entry from the data in the Customer Table.
> > >
> > > Any information you can share regarding how you handle this would be helpful.
> > >
> > > Sincerely,
> > > Judy Havlik
> > > Plitek, L.L.C.
> > >
> >
>
>
>
>
>
> [Non-text portions of this message have been removed]
>





[Non-text portions of this message have been removed]