Set Up Shipment Methods
Shipment methods often depend on the items, the customers, and the vendors. For example, if the customer lives on an island, they can choose to have items always shipped by air or always by sea. Some customers may require next day delivery. Some may want to pick up the order. On the customer and vendor cards, you can specify what sort of delivery is desired.
You set up the description and code for each shipment method on the Shipment Methods page. For example, you can set up the code FOB, and enter Free on Board in the Description field. You can then enter the code in Shipment Method Code fields elsewhere in the system, such as on a customer card. Then when you create new orders, invoices, credit memos, and so on, the system will enter the description represented by the code. You can change it on the document as needed.
To set up a shipment method
- Choose the
icon, enter Shipment Methods, and then choose the related link. - On the Shipment Methods page, choose the New action.
- On the new line, specify a code and description for the shipment method.
Tip
Tip:
If you use Incoterms, set up shipment methods to represent the relevant Incoterms rules.
Purchase Requisition Default
When Allow Multiple Vendors is enabled on the Purchases & Payables Setup page and the Purchase Requisition Default checkbox is selected for a shipment method code on the Shipment Methods page, Sparkrock ERP sets the Shipment Method Code on the Invoice Details FastTab to the default, even if a Shipment Method Code is defined in the vendor setup. Also, when a purchase order is created from the purchase requisition, Sparkrock ERP sets the Shipment Method Code to match the purchase requisition, and any shipment method that is defined in the vendor setup is ignored.
When Allow Multiple Vendors is disabled on the Purchases & Payables Setup page and no Shipment Method Code is defined on the Vendor Card page, Sparkrock ERP sets the Shipment Method Code on the Invoice Details FastTab of a purchase requisition to the shipment method code that has the Purchase Requisition Default checkbox selected on the Shipment Methods page. If a Shipment Method Code is defined on the Vendor Card page, Sparkrock 365 sets the Shipment Method Code on the purchase requisition to that code.
Related information
Set Up Shipping Agents
Track Packages
Warehouse Management Overview
Inventory
Setting Up Warehouse Management
Assembly Management
Work with Business Central
Incoterms on iccwbo.org