Overview

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• Program Class Setup
  • To assign to the Sales Program for categorical purposes.
• Item Setup
  • Specifically, an Item to code freight as that will display on the invoice for On Invoice charges/discounts.
• Item Set Setup
  • To assign to the On Invoice program, making all items on this item set eligible for the program to be applied when sold on a Sales Order transaction that is being sold to a customer address at a site with a carrier all also assigned to the program.
• Address Set Setup
  • To assign to the On Invoice program, making the addresses on the assigned Address Sets eligible for the program to be applied to any items sold to them from a site with a carrier that are all also assigned to the program.
• UOM Setup
  • To assign the UOM for any freight rate set to a calculation of $/UOM.
• Site Setup
  • To assign to the On Invoice program, making the sites eligible for the program to be applied to any items sold from them that are also assigned to the program with a carrier that is all also assigned to the program.
• Carrier Setup
  • To assign to the On Invoice program, making the carriers eligible for the program to be applied to any items sold via them that are also assigned to the program from a site that is all also assigned to the program.

Optional Prerequisites

• Set the ‘Enable Real Time Transaction Integration’ Sales Order preference to ‘Yes’Integration setup
  • Setting the Host system integration for SO Invoice and Settlements to immediate or timed.

Understanding the Data Flow

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The program item will integrate to the host system the same as the other line items on the invoice, so long as the ‘Enable Real Time Transaction Integration’ Sales Order preference SO Invoice integration is set to ‘Yes’immediate or timed.