This guide is intended for Duggal Visual Solutions general users specifically. Information herein may contain customizations and particulars specific to the Duggal aACE system. Click this link for the General aACE Software aACE 5 Knowledge Base.
Create New Shipment
You cannot create an Outgoing Shipment record directly from the Shipments module. Only Inventory Incoming and Transfer types of Shipments can be created using the New button. All outgoing Shipments must be related to an Order.
To create a Shipment, in the Order module, go to the Management tab. Select the Shipping subtab.
In the upper left corner of the Shipments list, click the [+] icon. You have two options. Select either Ship To Customer or Ship To [Blank To].
A new Shipment window appears.
If you selected Ship To Customer, the new Shipment is auto-populated with the address information set in the Order's Ship To area, including the Order's Ship To Company and Contact.
If you selected Ship To [Blank To], all fields in the new Shipment, with the exception of the Order number, are blank.
The Shipped To Address
The ShippedTo address may be viewed and edited by clicking into the Address field. In Edit mode all fields are completely editable.
Also, the Company’s Shipping Address Location List can be selected from in the Addresses drop down. [See Creating Company Locations]
Packing List
The Packing List is initially empty. Click on the red magnifying glass icon to display the Order Items Selector.
Here you can see the available Order Items. Click on each to add them to the Packing List's "Selected order Items".
NOTE: Shipping Line Items from the order cannot be put into a Shipment record. The costs associated to the Shipmnet should be managed using the Ship Cost and SugShipPrice fields. See The Shipping Cost Field section below.
Once selected, the Ship quantity can be entered.
When all desired items are selected, click Save. The Packing List portal will be populated.
Additional editing of quantities can be done within the portal.
Also, undesired Line Items can be removed by clicking the [x] on the far right of the Line.
Courier Selection
Select the desired Courier Service. [See Courier Service Setup for more on Courier Services]
If FedEx or UPS Courier Service is selected, the NRG icon appears once the record is Saved. Clicking on the NRG icon will open the related NRG window.
NRG Connection Testing can only be done in the Dev Server instance. The TRIAL server does not have an active NRG connection.
[See NRG Integration for more on FedEx and UPS systems integration]
[See Transmitting to NRG for more on creating and managing FedEx and UPS shipments]
Setting the desired Shipping Dept at the bottom of the window will place the Shipment record in the correct department’s queue.
The Shipping Cost Field
The Shipping Cost field will be populated by the NRG FedEx/UPS engine, if the Shipment is transmitted to NRG. For other couriers, a quoted freight shipment for example, the Cost field may be populated manually. Based on how the Courier Service was set up, [See Courier Service Setup for more on Courier Services], the price of the Shipment that is to be charged to the customer is populated in the "SugShipPrice" (suggested shipping price) field as:
- A % Mark-up on the Cost field (ex. FedEd and UPS)
- A % Margin on the Cost field (not currently in use)
- A set Fixed Price, regardless the entry in the Cost field (ex. Duggal Trucks and Vans)
The Order's Management Tab
The Shipping Tab View
The Price ("Invoice") and Cost are displayed per Shipment in the Order’s Shipment List.
The Overview Tab View
In the Management tab> Overview subtab, the user can view the Line Item Quantities Shipped as well as the Values Shipped.
The Shipment Value Fields
By default, the Prod Value (Production Item Value) will equal the quantity in the packing list multiplied by the order's line item unit price, but the value can be overwritten. When overwritten, the number appears in italics. Packing and Installation activity may have different tax treatment, so their values are summed separately from "production item" values. These valus also may be overridden.
By overriding a Value field, the value of the Shipment that is used as the base for tax calculations is changed from the default of a sum of the Packing Slip Line Item Values, to the new value.
This feature can be used for more complicated distributions that are difficult to accurately break apart from the way an Order's Line Items were written. The user can assign a single line item for the packing List and populate the Value field, even if several line items are actually shipped.
Shipment effects on Tax Calculations
Shipment records are used to to determine sales tax liability. But they are not the only determinant of rates and amounts. The article Sales Tax Scenarios details different Order and Shipping Scenarios having different effects on the Sales Tax calculation.
