Ship via Codes

Form ID: (CS207500)

You use this form to maintain information about each carrier your company uses for shipping goods and about your company's own shipping options. A ship via code denotes a possible method your company uses to ship goods to customers.

For some carriers providing shipping services nationally (such as FedEx, or UPS), you can configure integration between MYOB Acumatica and the carrier by using specially developed plug-ins, with integration details specified on the Carriers (CS207700) form. Generally, these carriers provide multiple service methods—such as FedEx First Overnight, FedEx 2Day, FedEx Express Saver (three business days), and FedEx SmartPost, or UPS Ground with Freight Pricing, UPS 2nd Day Air A.M., UPS Next Day, and UPS SurePost—each of which has associated rates and promised time frames for delivery. By using this form, you create a separate ship via code for each service method to be used by your company (carrier service methods are clearly indicated by their names). The service methods that require signature confirmation are also supported. For more information, see Integration with Carriers.

This form has slightly different options for ship via codes associated with non-integrated and integrated carriers. For each non-integrated carrier whose services are used by your company or for shipping options provided by your company, you specify freight rates for shipments of different weights and volumes on this form.

Form Toolbar

The form toolbar includes only standard buttons. For the list of standard buttons, see Form Toolbar and More Menu.

Summary Area

You use this area to define a new ship via code or to select an existing shipping service by its code to view or edit its details.

Element Description
Ship Via The unique code associated with the non-integrated carrier, the method of the integrated carrier, or the shipping option of your company. You can use an alphanumeric string of up to 15 characters.
Description A description of this shipping service or option. You can use an alphanumeric string of up to 30 characters.
External Plug-In

A check box that you select if a plug-in is used to provide integration with the carrier for this ship via code. If it is selected, you can specify the integrated carrier, its service method, and other options on the Details tab, which has slightly different elements depending on whether you select this check box.

This check box is available only if the Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form.

Details Tab

This tab contains elements that vary based on whether the carrier is integrated—that is, depending on whether the External Plug-In check box in the Summary area is selected. On this tab, you can specify whether this code stands for a common carrier or one of your company's shipping options. You can also select the General Ledger accounts to be used to record the charges applied when goods are shipped under this code.

Element Description
Calendar The calendar associated with the carrier. A calendar reflects the carrier's work hours and the days when the carrier ships the goods.
Calculation Method The method used to calculate freight charges, by using the rate breakdown specified on the Freight Rates tab. The following options are available:
  • Per Unit: The rates are specified as rates per weight unit.
  • Net: The rates are specified as flat rates.
  • Manual: The freight amount is specified manually for each sales order in the Freight Cost box on the Totals tab of the Sales Orders (SO301000) form.

This box appears only if the External Plug-In check box is cleared or does not appear on the form—that is, if this ship via code has been defined for a non-integrated carrier.

Carrier The carrier associated with this ship via code.

This box is available only if the External Plug-In check box is available on this form and selected.

Service Method

The carrier method to be used by your company under this ship via code. Each integrated carrier has its own list of available methods. Method names in MYOB Acumatica clearly indicate the methods of the respective carriers.

This box is available only if the External Plug-In check box is available on this form and selected.

Base Rate

The flat-rate charge to be added to the freight amount, which is calculated as specified on the Freight Rates tab.

This box appears only if the External Plug-In check box is cleared or does not appear on this form.

Common Carrier

A check box that indicates which set of taxes applies to the invoice when the taxes are calculated via external tax provider. If the check box is selected, the system applies the taxes associated with the ship-to address specified for the sales order or shipment. If the check box is cleared, the system applies the taxes associated with the warehouse address (for stock items) and with the ship-to address (for non-stock items and drop-shipments). For more information, see Tax Application in Sales Documents.

If integration with external tax providers is not used, the check box does not affect tax processing.

Calculate Freight on Returns

A check box that indicates (if selected) that for each shipment with this ship via code and the Receipt operation, the system calculates the applicable freight charges and applies them to the invoice prepared for the shipment. If the check box is cleared, the system does not calculate freight charges for these shipments.

This box is available only if the External Plug-In check box is cleared for the ship via code.

Note: The system uses this setting for only a shipment of the Receipt operation (meaning that the shipment is generated from a return order for items to be returned to inventory). To define whether the system calculates freight charges for the shipments of the Issue operation associated with orders of a particular order type, select or clear the Calculate Freight check box for the order type on the General tab of the Order Types (SO201000) form.
Confirmation for Each Box Is Required

A check box that indicates (if selected) that confirmation for each box used for shipment is required to confirm the whole shipment.

This check box appears only if the External Plug-In check box is available on this form and selected.

At Least One Package Is Required

A check box that indicates (if selected) that at least one package is required to ship under this code.

This check box appears only if the External Plug-In option is available on this form and selected.

Generate Return Label Automatically

A check box that indicates (if selected) that if a shipment with this ship via code is being processed, the labels for the items to be returned are automatically generated.

The system will automatically generate labels for shipments with the Issue operation (items are sold, but a customer may need the labels if they want to return the items). For shipments with the Receipt operation, you need to click the Get Return Labels command on the Shipments (SO302000) form to get return labels.

Tax Category

The tax category to be applied to the freight amount when goods are shipped with this code.

For details, see Freight Calculation.

Freight Sales Account The General Ledger account of the Income type that is used to record the freight charges to be paid to the company. This account is associated with the ship via code and is used as one of the sources for the Use Freight Account From rule on the Order Types (SO201000) form.
Freight Sales Sub.

The freight sales subaccount associated with the ship via code is used as one of the sources for generating the freight sales subaccount according to the rule specified in the Combine Freight Sub. from box on the Order Types (SO201000) form.

This box is available if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

Freight Expense Account

The general ledger account of the Expense type to be used to record the freight amounts to be paid to the carrier.

This account is not updated by the freight cost amounts from the sales orders shipped by the carrier.

The freight amounts from purchase order lines of the Freight type on the Purchase Orders (PO301000) form are posted to this account on release of an AP bill created for this purchase order. When a line of the Freight type is added on the Details tab of the Purchase Orders (PO301000) form, the system copies the freight expense account from the ship via code of the vendor location selected in the purchase order.

Freight Expense Sub.

The freight expense subaccount associated with the ship via code.

This box is available if the Subaccounts feature is enabled on the Enable/Disable Features (CS100000) form.

Freight Rates Tab

The tab, which appears for only non-integrated carriers and your own company's shipping options, provides information about how the rates depend on the weight (and optionally volume) of goods to be shipped by the carrier. Rate break points are indicated by shipment weight, with volume specifying an additional restriction, if needed. Rates are flat or per weight unit, depending on the Calculation Method value on the Details tab. For details about the calculation of freight cost, see Freight Calculation.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Weight The minimum weight to which the rate may be applied.
Volume The minimum volume to which the rate may be applied.
Zone The shipping zone to which the goods with the specified weight and volume are shipped.
Rate

The flat rate or rate per weight unit, depending on the option (Net or Per Unit) selected in the Calculation Method box on the Details tab. The number of decimal places for freight rates is defined by the value in the Price/Cost Decimal Places box on the Branches (CS102000) form.

The freight amount is calculated as follows:

  • With the Net option selected, the freight amount equals this value for the shipment.
  • With the Per Unit option selected, the freight amount equals this value multiplied by the shipment weight.

Packages Tab

The tab holds information about packages—that is, boxes—used with this ship via code. You can define boxes on the Boxes (CS207600) form.

In MYOB Acumatica, you can specify carrier packaging information for all carriers. You can configure the system in such a way that the users can select boxes for shipments manually; alternatively, if the Automatic Packaging feature is included in your license, the system automatically suggests the optimal set of boxes for each order and then for each shipment. If your system is integrated with one or more carriers and the Shipping Carrier Integration feature is enabled on the Enable/Disable Features (CS100000) form, the system can evaluate for each carrier the shipping costs for each box based on up-to-date rates, and print carrier labels and tracking numbers. For more information, see Automatic Packaging for Integrated Carriers.

The table toolbar includes only standard buttons. For the list of standard buttons, see Table Toolbar.

Column Description
Box ID The identifier of the box accepted by the carrier under this ship via code.
Description The description of the box.
Box Weight The weight of an empty box, which may include the weight of any packaging material used to pack items inside the box.
Max. Weight The maximum weight of items that can fit into the box.
Weight UOM

The unit of measure for the weight of the box and the items in the box.

This box is read-only. The box displays the value specified in the Weight UOM box on the Company Details tab of the Companies (CS101500) form.

Max. Volume

The maximum volume of items that can fit into a box of the type.

Volume UOM

The unit of measure for the volume of the box.

This box is read-only. The box displays the value specified in the Volume UOM box on the Company Details tab of the Companies (CS101500) form.

Length The length of a box of the type; along with width and height defines the three-dimensional shape of the box. Linear dimensions of boxes are measured in the UOM that belongs to the measurement system used by the carrier as specified in the Carrier Unit of Weight box on the Carriers (CS207700) form. If the carrier uses SI Units (Kilogram), the UOM is centimeter; if the carrier uses US Units (Pound), the UOM is inch.
Width The width of a box of the type; along with length and height, it defines the three-dimensional shape of the box.
Height The height of a box of the type; along with width and length, it defines the three-dimensional shape of the box.

Advanced Fulfillment Tab

This tab provides advanced settings for processing shipments, including the validation of packed items and the capability to process shipments via the Smart Shipment tool if you process shipments on the Pick, Pack, and Ship (SO302020) form.

Column Description
Validate Packed Quantities on Shipment Confirmation

A check box that indicates (if selected) that the system checks whether all items in a shipment have been packed when you confirm a shipment with this ship via code on the Shipments (SO302000) form. The confirmation of a shipment is not possible if there are lines with items that are not fully packed—that is, the shipment contains items that have not been added to a box on the Packages tab of the Shipments form.

Use External Shipping Application

A check box that indicates (if selected) that a shipment with this ship via code can be processed to completion by using an external application provided by the FedEx or UPS carrier services if you process the shipment on the Pick, Pack, and Ship (SO302020) form.

Note: The Smart Shipment tool, which allows the use of the FedEx and UPS applications, is not supported starting from MYOB Acumatica 2022 R2. For more details, see the Knowledge Base article.
Shipping Application

The list of external applications that can be used to process the shipment. You can select any of the following options:

  • UPS WorldShip: You select this option to use the UPS WorldShip application.

    For more information on the UPS WorldShip application, see UPS WorldShip® for High-Volume Shipping.

  • FedEx Ship Manager: You select this option to use the FedEx Ship Manager application.

    For more information on the FedEx Ship Manager application, see FedEx Ship Manager®.

This box is available only if the Use External Shipping Application check box is selected on this form.