A carrier account is an account that may be applicable for billing and shipping purposes. There are different accounts for different parties to a shipment, depending on the freight payment method. Examples include the shipper account, third-party account, and collect account.
Consider a client to be a business unit. A client is used to separate the transactions within the application, mainly from a workflow perspective. Typically, clients are based on physical location, but they may be set up based on business function, such as marketing or production. There is typically a one-to-one relationship between the client and packing location, but this relationship may be one-to-many or many-to-one, depending on the needs of the business. Your administrator decides on this relationship.
If the freight payment method is Collect, this account is used to make payment for the shipment. In this case, the shipment includes the collect account in addition to the shipper account.
An internal ID is a unique identifier assigned by the Precision content group to a set of carrier accounts. It is a five-character value consisting of a letter followed by four digits; for example, A9982. An internal ID is associated with one or more packing locations. A physical shipper location can have more than one internal ID; for example, one physical location has separate internal IDs for marketing and production business units that operate in that location.
Packing is the process of grouping together full or partial shipment item lines into their required packaging structure, according to how those items travel together within the shipment. There are outer packs and inner packs; the outermost packages are generally the level at which shipments are tracked within a carrier network.
The packing location is a logical area from which you ship packages. It is typically a physical location where the carrier picks up outgoing packages; for example, you could have packing locations for sites in London and Dublin. Packing locations can also represent business functions, in which case you have packing locations for areas such as marketing or production. The packing location is associated with the set of carrier accounts making up the internal ID. The packing location is important for EOD processing, because an EOD manifest is generated for each packing location.
Internal ID Packing Location Relationship
When you log in to PRECISION, you must choose a printing locale. This decision determines the printer to which documents are directed at the time of printing. A printing locale is usually associated with a physical area or space where one or more printers are located. The association of documents and printers with the relevant locale ensures that the printed documents are directed to the appropriate printer for that locale.
A shipment consists of goods or documents that you send to a customer. Shipments arrive in PRECISION from an external ERP or WMS system, or as a result of creating a shipment using either the Manual Shipment (MANSH) or Desktop Shipping (SHDTS) option in PRECISION. In TMS, shipments are associated with workflows. These workflows include mandatory or optional tasks to update the shipment as it moves from your packing location to its destination.
This is the carrier account that the shipper uses when creating a shipment. Every shipment must have a shipper account, regardless of the freight payment method. For UPS, this account appears within the 1Z tracking number. For FedEx, this account is associated with the FedEx meter. If a shipper chooses Prepaid as the freight payment method, then this is the carrier account that is billable for the freight. If a shipper chooses a freight payment method other than Prepaid, and if the specified carrier account for the other payment method is invalid or unavailable, then the shipper account is billed for the freight.
If the freight payment method is Third Party, this account is used to make payment for the shipment. In this case, the shipment includes the third-party account in addition to the shipper account.