Freight terms

Create freight terms

1. In the Navigation pane, highlight the Purchasing > Setup > Freight Terms folder.
2. Click . The New Freight Terms window opens.

   

3. Enter a unique Name for the freight terms.
4. Enter a Description of the freight terms.
5. In the FOB field, indicate where the responsibility for goods is transferred. You can enter a generic term such as "Shipping Point", "Origin", or "Destination" or you can derive a specific location using location variables. The following variables are available in this field:

   Variable	Description
   <VendorCity>	ActivityHD replaces this variable with the city of the vendor location that is selected as the default on the order.
   <VendorState>	ActivityHD replaces this variable with the state of the vendor location that is selected as the default on the order.
   <VendorZip>	ActivityHD replaces this variable with the Zip of the vendor location that is selected as the default on the order.
   <ShippingCity>	ActivityHD replaces this variable with the city from the shipping address specified on the purchase order.
   <ShippingState>	ActivityHD replaces this variable with the state from the shipping address specified on the purchase order.
   <ShippingZip>	ActivityHD replaces this variable with the Zip from the shipping address specified on the purchase order.

   Example

   If the value in the FOB field is <VendorCity>, <VendorState> and the vendor order address is 123 Main Street, Dallas, TX 75201, then the derived FOB for the purchase order would be Dallas, TX.

6. In the Shipping Method field, select the default shipping method for the freight terms. The shipping method can be overridden on the purchase order.
7. Save the new freight terms.

Purpose

The Freight Terms Listing provides a list of freight terms defined in Purchasing.

Content

For each freight terms code included on the report, the listing shows:

• description
• FOB
• shipping method.

In addition, you can include one or more of the following:

• timestamps
• memos
• custom fields.

The following total appears on the report:

• record count.

Print the report

1. In the Navigation pane, highlight the Purchasing > Setup > Freight Terms folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of freight terms:
     1. Right-click the Freight Terms folder and select Select and Report > Freight Terms Listing from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected freight terms:
     1. In the HD view, select the freight terms to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click .
   • To report on a particular freight terms code from the Freight Terms window:
     1. In the HD view, locate and double-click the freight terms code to report on. The Freight Terms window opens with the freight terms code loaded.
     2. Click .
3. Select the Options tab.

   

4. To include a section at the end of the report with the report settings used to produce the report, leave the Include Report Options checkbox marked. To produce the report without this information, clear the checkbox.
5. Mark the checkbox(es) for the additional information to include:
   • Timestamps
   • Memos
   • Custom Fields (only visible if custom fields are set up)
6. Select the Output tab.
7. In the Design field, look up and select the report design to use.
In the toolbar, click the icon for the type of output you want:
• - Provides access to two preview options.
  • Preview - Click the icon or click the drop-down arrow and select Preview from the drop-down menu to view the report in the Crystal Reports viewer.
  • Preview to PDF - Click the drop-down arrow next to the icon and select Preview to PDF to view the report in the PDF reader.
• - Opens the Print dialog so that you can select and configure a printer and then print a paper copy of the report.
• - Opens the Report Email dialog so that you can address and compose an email that the report will be attached to. For best results, ensure your email client is running before you attempt to send a report via email.
• - Opens the Export Report dialog so that you can save the report to a file. File types include Crystal Reports (.rpt), PDF (.pdf), Microsoft Excel (.xls), Microsoft Word (.doc), rich text (.rtf), and XML (.xml).

Data extensions

The following data extension is available for the report:

• Freight terms