Professional Documents
Culture Documents
Table of Contents
OVERVIEW ..................................................................................................................... 2
SETUP ............................................................................................................................ 2
FREIGHT TERMS GESADI (MISCELLANEOUS TABLE 5) ............................................................................ 2
ADDON PARAMETERS - GESXAO (XFRTZONTYP, XFRTALLELE, XFRTBASIS) .................................... 3
FREIGHT ZONE DEFINITION - GESADI (MISCELLANEOUS TABLE 4109) ....................................................... 4
FREIGHT ZONE MAP - GESXCK ................................................................................................................ 4
FREIGHT SPECIALS (OPTIONAL) GESSPC & GESSPL............................................................................ 5
FREIGHT REVENUE - GESXCX ................................................................................................................. 6
FUNCTIONAL ................................................................................................................. 7
SALES ORDER PROCESSING GESSOH................................................................................................... 7
Overview
The Freight Addon (XA39) of Sage ERP provides functionality for defining standard shipping and handling
charges and applying them to a sales order. These charges are what is billed to the customer and are
not tied to the actual shipping charges. The only connection is that you typically use the actual charge
to help determine the standard charges so that you are not undercharging your customer and losing
money on shipping.
The tables provide flexibility in that you can define them by either state or zip range. This document
shows state, as it is takes less data and is easier to visualize.
Setup
The setup of freight revenue is comprised of five basic steps. The steps are as follows:
Freight Term Definition
Add-on parameter (Zone Type, Revenue Basis)
Freight Zones (Misc. table 4109)
Freight Zone Map
Freight Charges
Flexibility has been provided to allow for the definition of freight revenue tables that are global (not service
specific), based on a generic service (ex: ground delivery) or specific services (2nd Day Air). Your
business practices dictate which solution is required.
Note: Since most zones are state based, enter the state code as the starting and ending range. If
postal codes are used in place of states, enter a range to define a zone. (ex: 153 to 16000)
The example below shows the Sage X3 setup to support this type of pricing. In the example, Z4
corresponds to Zone 4 in the diagram.
The definition also requires that you define the source type (professional or residential). This option
provides additional flexibility. If you charge different rates depending on the source or catalog, you can
use this to denote the charges. For example, you can have a residential charge of $8.35 in zone 1 and a
commercial charge of $8.10.
The freight revenue examples shown in this guide are based on order value, though they may be set
based on order weight. If the Add-on parameter is set to weight, the minimum and maximum value
columns in the charge table should be entered in weight. It is suggested that your product be checked to
ensure they have valid and accurate weights if that method of calculation is used.
Functional
Sales Order Processing GESSOH
Freight revenue is evaluated when an order is created or saved. Freight charges on an order can
originate from several sources. Since there are multiple sources for freight charges, the following rules
are used to determine how they are determined.
Manual Freight Manual freight overrides any other type of freight charges. Manual freight is
entered on the Misc. tab of the sales order.
Freight Specials Freight specials can be defined by using the group pricing feature in Sage
ERP X3. When the group pricing logic finds matches, the returned value overrides the standard
freight revenue tables.
Freight Revenue Used when there is no manual freight or special on the order.
Freight revenue is dictated by the freight terms associated with the order. The logic surrounding the
freight terms has been extended, and follows the sequence below when determining the default freight
terms.
Level 1 Customer ship-to (GESBPC)
Level 2 Addon parameter (GESXAO)
As soon as a default is identified, it stops searching. Under the Add-on, freight terms is a mandatory field
since they control the behavior that directs the freight charges to the footer or the line.
Freight Charges can appear on the order in a few places. If manual freight is entered on the Misc. tab, it
is moved to an invoicing element. Freight revenue, when located, is also moved to an invoicing element.
Freight Specials are moved to the Freight field on individual sales order lines.
You should NEVER enter freight values directly into the invoicing element.
The freight, regardless of source, appears in the invoicing element. If you are using the line structure and
freight percentages, the invoicing element displays the percent.