Program: Freight Bracket Maintenance

This program lets you create and maintain freight bracket profiles and the tiers configured against them.

Exploring

Things you can do in this program include:

  • Create and maintain freight bracket profiles, including the tier qualifier, rate type and general ledger account used for the freight uplift.

  • Define the freight bracket tiers for a profile, based on a mass or volume range.

This program is accessed from the Program List of the Syspro menu:

  • Program List > Sales Orders > Contract Pricing > Setup

The capability that marks up the selling price of stock items on a sales order to recover freight costs. Markup rates are set against Sales Order Contract Pricing for a customer, contract and stock code, and are applied based on the tier for which the order qualifies.

A user-defined template that groups the rules for a freight recovery method, for example STD-MASS or PREM-VOL. A profile defines a tier qualifier, a rate type and the general ledger account that the freight uplift posts to.

A profile cannot be deactivated or deleted while it is linked to a customer.

A band of mass or volume values, for example small, medium or large, configured against a freight bracket profile. The tier that a sales order qualifies for, based on its total mass or volume, determines which rate applies. Tiers on the same profile cannot overlap.

The tier qualifier defines whether a freight bracket profile's tiers are based on the mass or the volume of a sales order.

The rate type defines how the freight markup is calculated for a freight bracket profile: a fixed amount charged per stocking unit of measure, or a percentage of the gross line value calculated before discounts are applied.

Starting

To use this feature, the following module(s) must be installed according to the terms of your software license agreement:

  • Sales Orders

You can restrict operator access to programs by assigning them to groups and applying access control against the group (configured using the Operator Groups program).

You can restrict operator access to programs by assigning them to roles and applying access control against the role (configured using the Role Management program).

  • A freight bracket profile cannot be deactivated or deleted while it is linked to a customer.

  • Freight bracket tiers on the same profile cannot overlap.

Solving

You tried to deactivate or delete a freight bracket profile while it is still linked to a customer.

Remove the freight bracket profile from the customer, using the Customers program, before you deactivate or delete the profile.

Using

  • Columns in a listview are sometimes hidden by default. You can reinstate them using the Field Chooser option from the context-sensitive menu (displayed by right-clicking a header column header in the listview). Select and drag the required column to a position in the listview header.

  • Press Ctrl+F1 within a listview or form to view a complete list of functions available.

To create a new freight bracket pricing profile:

  • Capture the freight bracket profile code and description.

  • Select the ledger code to which the freight will be posted.

  • Select the tier qualifier (mass or volume) and rate type.

  • Add the freight bracket tiers for the profile. Give each tier a meaningful name and a From and To range, in the unit of measure set by the Tier qualifier.

  • Save the profile.

Referencing

This lets you capture a new data record.

This deletes the highlighted data record.

This saves the details you entered or changed.

Field Description

Freight bracket profile

This indicates the code for the freight bracket profile.

Description

This indicates the description of the freight bracket profile.

Ledger code

This indicates the general ledger account to which the freight bracket value will be posted.

This must be a valid code on the GenMaster table.

Tier qualifier

Indicate whether the profile's tiers are based on the mass or the volume of a sales order:

Qualifies the sales order using the total mass of the stock ordered.

Qualifies the sales order using the total volume of the stock ordered.

Rate type

Indicate how the freight markup is calculated for the profile:

A fixed value charged per stocking unit of measure ordered.

A percentage of the gross line value, calculated before discounts are applied.

Active

This indicates whether the freight bracket profile is active.

The freight bracket profile will be updated to Active in the SorFbpMaster table when it is saved against the customer.

  • This flag is not automatically updated when you add a new profile.

  • You cannot select this option as inactive while the profile is linked to a customer.

This lets you capture a new data record.

This deletes the highlighted data record.

Column Description

Tier

This indicates the name of the freight bracket tier, e.g. small, medium, large.

Ensure that you enter a meaningful 10 character tier code.

From

This indicates the lower end of the tier's range, in the unit of measure set by the Tier qualifier.

To

This indicates the upper end of the tier's range, in the unit of measure set by the Tier qualifier.

This value must be greater than the From value, and tiers on the same profile cannot overlap.