Creating a New Ship Via

In Ship Vias (SU09), you can create a new record from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new Ship Via, the Create button displays on both of these pages in iTopia.

  • Note: The ability to create a new Ship Via in iTopia is controlled by the permissions assigned to the resource within the role. Specifically, the Ship Vias (SU09) resource assigned to your role must include the 'Create' operation.

Creating a new Ship Via:

  1. On the Ship Vias (SU09) view, from either the Search Criteria/Grid page or the Details page, click on Create.

  2. The Ship Via/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup a Company number. Enter the number of the current company in which you are working. This is a mandatory field.

    • Enter the new Ship Via Code which can be a maximum of 3 alpha numeric characters in length. Note: If you enter a Company/Ship Via Code combination that already exists and click the Continue button, the record will open in edit mode.

    When all of the information is entered, click Continue to continue creating the new Ship Via.

  3. The Ship Via (SU09)-Detail page opens for the new Ship Via Code record.

    • Enter a Description for the Ship Via Code. The Description can be a maximum of 15 alpha numeric characters in length.

      • The Ship Via Description prints on Sales Orders and Invoices.

    • Enter the full Name name of the Ship Via code. The Name can be a maximum of 30 alpha numeric characters in length.

    • Enter the Address 1 for the Ship Via. The Address 1 can be a maximum of 30 alpha numeric characters in length.

    • Enter the Address 2 for the Ship Via. The Address 2 can be a maximum of 30 alpha numeric characters in length.

    • Enter the Address 3 for the Ship Via. The Address 3 can be a maximum of 30 alpha numeric characters in length.

    • Enter the Postal/Zip Code for the Ship Via. The Postal/Zip Code can be a maximum of 10 alpha numeric characters in length.

    • If TMS with Packing Station is set up in PointForce Enterprise (PFE), the following fields display the TMS information from PFE:

      • TMS Gateway - this field is maintained in PFE Ship Vias (SU09). When TMS with Packing Station is set up in PFE, this field is set to 1-Tecsys TMS. If TMS with Packing Station is not set up, this field is set to 0-None. You cannot modify this field.

      • TMS Service Code - this field is maintained in PFE SU09/Ship Vias. This field is only populated when TMS with Packing Station is set up in PFE. You cannot modify this field.

      • COD Required - this field is maintained in PFE SU09/Ship Vias. This field is used when TMS with Packing Station is set up in PFE. Valid values are: 'Yes' and 'No'. You cannot modify this field.

    For details on the information required in every field, please see the field descriptions outlined in the Ship Via (SU09) topic.

  4. When all of the information is entered, you can click Submit or Save:

    • When you click Save, all of your changes are saved and you remain on the Ship Via (SU0918)-Details page.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Continue, Save or Submit action buttons will be discarded.

    • When you click Submit, all of your changes are saved and you are returned to the Create page where you can enter another new Ship Via Code or modify an existing record.

 
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