Master Records > Freight Code > Set Up Freight Code

To set up the freight code record, perform the following steps:

1.Access the Freight Code function from the General Maintenance group under the Maintenance menu. Click the New button to create a new freight code record.

Note: You can access the Freight Code Maintenance function in the Sales Order, Accounts Receivable or Purchase Order modules after these are activated.

2.Enter in the Freight Code field the code that you want to assign to the freight code you are creating.

3.To set up the general information about the new freight code, enter values in the following fields:

oDescription

Enter in this field a description for the carrier or type of service. You may enter a description “UPS-Overnight” or “UPS-Two Day delivery”. Note that the system will not allow you to save this record unless you enter information in the Description field.

oShort Description

Enter in this field a brief description for the carrier or type of service that can be easily recognized.

oMinimum Freight Charge

Enter in this field the minimum amount of freight charge that the system applies as a default freight amount when you unmark the Calculate Freight Charge by Weight option in the General Information page of the SO Module Setup or AR Module Setup function. Likewise, this field is disabled if you have marked the option Calculate Freight Charge by Weight in the General Information page of the SO Module Setup or AR Module Setup function.

oTaxable

Mark this checkbox if the freight charges applied with this code are subject to sales taxes.

oFreight Revenue

Enter in this field the general ledger account to which sales order or AR invoice freight charges assigned with this freight code are posted. The default value comes from the Freight Revenue field in the GL Accounts Selection Maintenance function. When you enter in this field a valid GL Account ID, the system displays the GL Account ID’s description in the adjacent field. AccountMate will not allow you to save this record if you have not entered a value in the Freight Revenue field.

oFreight Costs

Enter in this field the general ledger account to which sales order or AR invoice freight costs assigned with this freight code are posted. The default value comes from the Freight Cost field in the GL Accounts Selection Maintenance function. When you enter in this field a valid GL Account ID, the system displays the GL Account ID’s description in the adjacent field. AccountMate will not allow you to save this record if you have not entered a value in this field.

4.If you marked the Calculate Freight Charge by Weight option in the General Information page of the SO Module Setup or AR Module Setup function, the Freight Charge Setup grid is enabled in the lower section of the function screen. To set up the freight charges applicable to the shipping-weight limits, perform the following steps:

4.1. Highlight the “9,999,999,999.99” value in the Weight Not Over column of the grid; then, enter the applicable shipping-weight limit. If you want to base a freight charge on something other than shipping weight, leave the weight fields blank in this grid and in the applicable inventory item records.

4.2. In the corresponding Freight Charge field of the highlighted Weight Not Over column line, enter the freight charge applicable to shipping weights that are less than or equal to the weight on that line.

4.3. In the corresponding Freight Charge field of the highlighted Weight Not Over column line, enter the freight charge applicable to shipping weights that are less than or equal to the weight on that line.

4.4. To add new shipping-weight limit and its corresponding freight charge, click the Append row to end button the grid toolbar. Alternatively, you may also click the Insert row before current button in the grid toolbar; otherwise, click the Delete selected rows button to delete the highlighted shipping-weight limit and its corresponding freight charge in the grid.

5.To save the settings and values for this new freight code record, click the Save button in the function toolbar; otherwise, click Cancel.

Set Up Freight Code

Set Up Freight Code

See Also