Freight

Note: QAD Service/Support Management module handles RMAs. If you do not have the SSM module, use the method discussed in this training guide.

The data that affects the freight charges is derived from three sources:

• Freight information entered in the Freight Charges Menu

The five key maintenance elements related to freight charges are described in the following pages.

Use to define charges that apply to sales quotes and orders.

• At least one freight list for each shipping company used; you may need more than one list if the shipping company supports different types of transportation

• Different currencies if your shipper delivers to other countries

• Defined lists per site if the same shipper transports from more than one warehouse or manufacturing site

Use to set up geographic areas related to a freight list:

• Zones can be related to a site by specifying a value in the Site field; if the Site field is left blank, the zone applies to all sites

• Starting and ending dates can be assigned as needed

Use to set up classes as used in calculating the freight charges defined in Freight Charges Maintenance.

Freight Class distinguishes different types of shipments requiring different charges.

• Phase in new charges if fees rise or fall after a certain date

• Use Freight Charge to indicate a flat rate per shipment as set by Freight List Maintenance

• Use Freight Charges Per UM Over Minimum to indicate a surcharge over the minimum

• Use Freight Charges Per Freight List UM to indicate a weight-based fee

Freight Terms Maintenance is not directly related to the other freight maintenance functions.

• Whether to apply freight charges to a particular order or to specify them in general for a particular customer

The different types of freight terms are defined on the following page.

By defining freight terms, you can assign your own codes and descriptions to these six types.

Valid values for Sales Returns Freight Calculation are P, N, and Z.

Note: The values determine how the system handles automatic freight charge calculations for sales order returns only. In QAD Enterprise Applications, sales order returns are shipments with negative quantities.

1 Make sure that the following trailer codes have already been set up in the system in Trailer Code Maintenance (2.19.13).


Trailer Code	Description	Trailer Account
10	Service	4690
20	Freight	4691
30	Special	4692

2 Use Freight List Maintenance (2.20.1) to set up the following freight list.


Field	Data
Freight List:	20FRT
Site:	10-300
Currency:	USD
Description:	UPS ground
Type:	Bulk
Trailer Code:	20
Unit of Measure:	KG

3 Use Freight Zone Maintenance (2.20.4) to set up the following freight zone.


Field	Data
Freight List:	20FRT
Site:	10-300
Zone:	20FRT-US
Post Start:	0000000000
Post End:	ZZZZZZZZZZ
Start Date:	blank
End Date:	blank

4 Use Freight Class Maintenance (2.20.7) to set up the following freight class.


Field	Data
Freight Class:	10-3
Description:	Ground express

5 Use Freight Charges Maintenance (2.20.10) to set up the following freight charges.


Field	Data
Freight List:	20FRT
Site:	10-300
Currency:	USD
Zone:	20FRT-US
Freight Class:	10-3
Maximum Weight:	1000
Minimum Weight:	5
Start Date:	blank
End Date:	blank
Freight Charge:	8
Freight Charge Per UM Over Min:	0.5
Freight Charge Per Fr List UM:	1

6 Use Freight Terms Maintenance (2.20.13) to set up the following freight terms.


Freight Terms	Description	Type
ADD	Freight as added	1
ALLOW	Freight as Credited	2
PREPAID	Prepaid or included	3
COLLECT	Accrued freight added	4
INCLUDE	Freight added to price	5
WILLCALL	Customer responsible	6

7 Use Freight Control (2.20.24) to set Sales Returns Freight Calculation to P so that customers are charged freight on sales returns.

8 Use Item Inventory Data Maintenance (1.4.5) to set the freight class to 10-3 for items 03021, 03022, and 03023.