Shipping methods

Create a shipping method

1. In the Navigation pane, highlight the Purchasing > Setup > Shipping Methods folder.
2. Click . The New Shipping Method window opens.

   

3. Enter a unique Name for the shipping method.
4. Enter a Description of the shipping method.
5. In the Web Address field, enter the primary URL for the shipping company. The web address is displayed as a hyperlink. To open the page in your default browser, press Ctrl+click on the hyperlink.

6. In the Tracking Address field, enter the URL for the website that is used to access tracking information for the shipping company followed by an appropriate query string and culminating with the <TrackingNumber> variable. The <TrackingNumber> variable pulls in the tracking number entered on the purchase order.

   Example

   The tracking address for FedEx would be "http://www.fedex.com/tracking?tracknumbers=<TrackingNumber>".

   The tracking number is displayed on the purchase order as a hyperlink.

   

7. Save the new shipping method.

Purpose

The Shipping Methods Listing provides a list of the shipping methods defined in Purchasing.

Content

For each shipping method included on the report, the listing shows:

• description
• web address
• tracking address.

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 > Shipping Methods folder.
2. Start the report set-up wizard.
   • To report on all or a filtered subset of shipping methods:
     1. Right-click the Shipping Methods folder and select Select and Report > Shipping Methods Listing from the shortcut menu.
     2. On the Selection tab, define any filters to apply to the data.

        

   • To report on specifically selected shipping methods:
     1. In the HD view, select the shipping methods to include on the report. You can use Ctrl and/or Shift selection to select multiple records.
     2. Click .
   • To report on a particular shipping method from the Shipping Method window:
     1. In the HD view, locate and double-click the shipping method to report on. The Shipping Method window opens with the shipping method 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:

• Shipping methods