New features added, version 7.5.1
When using the Clippership Interface and Connectship / WorldEase Interface features of NDS, third party account set up for shipping vendors assigned to ship via codes prevent freight charges from being charged to the customer in sales order entry or the vendor in the return to vendor transactions. Instead, the charge is sent the third party account.
For customers, the third party accounts are assigned in program CMMM, Customer Master Maintenance. For vendors, the third party accounts are set up in program VESM, Third Party Vendor Maintenance, and assigned to vendors in program VEMM, Vendor Master Maintenance.
* In program SPSF, Ship Via Code Maintenance, assign shipping vendors to ship via codes.
* In program CMMM, Customer Master Maintenance, you can assign third party accounts to the customer by ship to code and either ship via group or ship via code. The customer can have multiple accounts assigned, but only one account per ship via code or ship via group. Set the default setting for the Use 3rd Party Billing flag. When a sales order is entered for the customer, ship to code, and ship via code or ship via group, the account number is written to the 3rd Party Billing field on the Order Codes screen.
* If the Use 3rd Party Billing flag is set to off for the sales order, freight charges will be charged to the customer on the Summary screen.
* If a third party account is used for sales orders, the Use 3rd Party Billing flag in program CMMM, Customer Master Maintenance, determines the default setting of the Use 3rd Party Billing flag on the sales order. If the Use 3rd Party Billing flag is set to on for the sales order, no freight charges will be charged to the customer.
* In program SPSF, Ship Via Code Maintenance, assign shipping vendors to ship via codes.
* In program VESM, Third Party Vendor Maintenance, set up the third party accounts for vendors and either a ship via group or a ship via code. The default third party account in this program is used if the vendor does not have an overriding account entered in program VEMM, Vendor Master Maintenance, for their ship via code.
* In program VEMM, Vendor Master Maintenance, assign third party accounts to non-shipping vendors. If an entry is made in the 3rd Party Acct field in this program, that account will be used as the shipping account for the vendor for return to vendor transactions entered in program RTVM, Return to Vendor Maintenance. Only those accounts authorized for the shipping vendor and ship via code in program VESM, Third Party Vendor Maintenance, can be assigned to the non-shipping vendor.
* In program RTVM, Return to Vendor Maintenance, when entering a return to vendor transaction for a vendor, set the Vendor Pays Frt flag to on to use the third party account for the vendor to pay the freight.
The following set up must be completed.
Authorize third party accounts for vendors. When assigning accounts to vendors, only those accounts authorized here for the vendor can be assigned.
Assign vendors to ship via codes. When a ship via code is used on an order, this is the vendor that will ship the order.
Assign third party accounts to customers and ship to codes for each ship via code or ship via group. Set the Use 3rd Party Billing flag to the desired setting.
Assign third party accounts to vendors. Only those accounts authorized for the shipping vendor and ship via code in program VESM, Third Party Vendor Maintenance, can be assigned to the vendor.
Enter sales orders for the customer. Maintain the Ship Via code and Use 3rd Party Billing flag on the Order Codes screen.
Maintain the Ship Via code and Use 3rd Party Billing flag on the Order Codes screen. Ship sales orders using the Shipping Interface feature.
Enter return to vendor transactions for the vendor. Set the Vendor Pays Frt flag to on for third party shipping accounts to be used.
For Customers:
When the Clippership or Connectship / WorldEase program updates the sales order for the freight charges, if the system finds a 3rd Party Billing account assigned to the sales order and the Use 3rd Party Billing flag set to on, the freight charges will not be charged to the customer. If there is no 3rd Party Billing account and/or the Use 3rd Party Billing flag is set to off, freight charges will be charged.
Freight charges will be recorded on the Maintain Containers screen of program OESC, Shipping Confirmation or program ARIE, One Step Invoice Entry, but will not be charged to the customer on the Summary screen.
For Vendors:
When the Clippership or Connectship / WorldEase program updates the return to vendor transaction for the freight charges, if the system finds a 3rd Party Billing account assigned to the transaction and the Vendor Pays Frt flag set to on, the freight charges will be charged to the third party account.