Shipping method restriction

In Vendor Setup-Ordering-Purchase Order Defaults, you can use the option, Limit Ship Via, to restrict the shipping method that can be specified for a purchase order. This option is also available in Vendor Ship From Setup. The option is used in conjunction with Vendor Default Setup.

Note:  Before using this option, familiarize yourself with Vendor Default Setup.

Selecting the option enables you to restrict the Ship Via method to only those methods specified in Vendor Default Setup. Because some suppliers do not provide shipping through certain carriers, this enables you to prevent an unsupported method from being specified on a purchase order.

Workflow

Before setting this option, you must have already set up your Vendor Setup or Vendor Ship From Setup records, and set up your Vendor Default Setup records. Then, in Vendor Setup or Vendor Ship From Setup, select Limit Ship Via and save the record.

Note:  If you have set up the prerequisite records correctly, there is no reason to modify the Ship Via value at this time.

Typically, when you set up default combinations in Vendor Default Setup, you would activate the Limit Ship Via option only in the corresponding setup record. For example:

  • If your combination includes a Vendor and Ship Via, you would activate the Limit Ship Via option only in Vendor Setup.
  • If your combination includes a Vendor, Ship From, and Ship Via combination, you would activate the Limit Ship Via option in both Vendor Setup and Vendor Ship From Setup records.

During the creation of a purchase order, from all origins, a check is made by the system for whether the Limit Ship Via option is selected in either Vendor Setup or Vendor Ship From Setup.

Note:  The Vendor Default Setup settings work if you create purchase orders from all origins: Purchase Order Entry, Sales Order Entry sourcing, Purchase Demand Center Entry, or Purchase Entry Recommended Replenishment Action Report.

Validation logic

The Vendor, Ship From, and Ship Via combination is validated by the system. A valid Ship Via is one that is specified in . Generally:

Vendor Default Setup
  • If Limit Ship Via is selected [Yes], and the purchase order creation attempts to change the default Ship Via value to a non-blank value, only a Ship Via that is set up in Vendor Default Setup is permitted.
  • If Vendor DefaultLimit Ship Via is selected [Yes], and you use Lookup to select a Ship Via when creating a purchase order, then only valid Ship Via methods set up in Vendor Default Setup are displayed in the lookup.
  • During purchase order creation, if no Ship From is specified, then only Vendor Default Setup records with no Ship From specified are checked by the system.
  • During purchase order creation, if a Ship From is specified, then:
    • If at least one Vendor Default Setup record with a matching Vendor number and Ship From number exists, then only those matching records are considered to determine a valid Ship Via.
    • If no Vendor Default Setup record with a matching Vendor number and Ship From number exists, then all Vendor Default Setup records with a matching Vendor number [Ship From=0] are considered to determine a valid Ship Via.