A freight carrier is a commercial company that transports shipments to and from customers, suppliers, and internal organizations. You must set up each carrier's information as a party in Oracle Shipping Execution before shipping goods; you should assign a carrier to each delivery. You also must associate a general ledger account with each carrier to collect associated costs.
Before you set up the carriers:
Collect general information about each carrier
Determine the types of services that your carriers offer and that you use
To define a freight carrier:
To define a freight carrier:Navigate to the Carriers window.
Enter the Name and Short Name for the carrier.
Enable the Active check box and Generic check box, if applicable.
Note: You can only define one generic carrier. The generic carrier is used to quote transit times based on a mode of transportation and service level when the final carrier is not yet assigned. See: Defining a Generic Freight Carrier.
Optionally, enter the standard carrier alpha code (SCAC).
Within the Services tab, select the Service Level for this carrier.
Examples of service level include: next day air, ground, and next day air early AM.
Select the Mode (of transportation) for the carrier.
After you enter each service level and mode combination, Oracle Shipping Execution assigns a ship method and displays it in the Ship Method field. The format of the generated ship method is <carrier short name>-<transportation mode>-<service level>, for example, Truck-LTL-Ground.
Note: You can change the name of the generated Ship Method after it has been generated as long as it is unique.
Optionally, enter Service Times.
Certain carriers offer services with time estimates or guarantees. Record this information in the Service Times fields and then use it later for reference when deciding which of this carrier's many services to use for a certain delivery.
Note: Assemble the times so that both of them are in the same unit of time. Enter the best case time in Service Times Min, enter the worst case time in Service Times Max, and select the unit of time of both of them in Service Times Period.
Select Enable if you will be assigning this ship method to organizations and to deliveries in Oracle Shipping Execution.
Select Web Enable if you will be assigning this ship method in Oracle iStore.
Save your work.
Click Define Service Levels if you need to define a new Service Level that is not identified.
The Oracle Shipping: Carrier Service Levels Lookup window displays the carrier service levels lookups.
Select any line and the New icon on the toolbar.
Enter a unique Code for your lookup.
Enter a Meaning and Description for your lookup code.
Optionally, enter a Tag number.
The From Effective Date will default to the current date.
You can modify this field to another future date if needed.
Optionally, enter a To Effective Date that will disable your lookup.
Verify that the Enabled check box is selected.
Save your work and return to the Carriers window, Services tab.
From the Services tab, click Details to view, update, or define the service level attributes specific to your carrier.
Note: If the value is set differently at the carrier and service levels, then service level values take precedence. The carrier level attributes will take precedence only if something is undefined (blank/null) at the service level.
The General tab displays the following:
Service Time UOM
Service Min Time
Service Max Time
Web Enabled
Note: You must enable the service level in the Carrier Service Levels Lookup window when you define the service level. You cannot enable it from within the Service Attributes window.
Navigate to the Rating tab.
Within the UOMs region, the following fields are displayed:
Weight
Volume
Time
Distance
Dimension
Within the TL Rating Attributes region, the following fields are displayed:
Surcharge Level
See AlsoService Provider ManagerUnit Rate Basis
Distance Calculation
Max Out of Route%
First Load Discount
Free Deadhead Distance
Rate Variant
Min Distance
Min Time
Click Organization Assignments.
Select Assigned to assign the ship method to the organization(s) that use it.
You can assign the ship method to more than one organization.
Note: If you want to assign the ship method to all of your organizations, click Assign All to have all organizations' Assigned field selected. If you want to begin again with your assignments, click Unassign All to have all organizations' Assigned field cleared.
Click Done.
Save your work.
To define and edit carrier address/site:
From the Carriers window, select the Addresses/Sites tab.
The information on the Addresses/Sites tab pertains to contacts at the local carrier site, such as a dispatch center. Existing addresses and contacts will be displayed if they exist. You can edit an existing site using the Edit button, or you can create a new Address/Site by clicking New.
Click New to create a site or Edit to edit an existing site, depending on your business needs.
Note: This documentation covers the details of creating a new carrier address/site. To edit an existing address/site, you edit the fields that require an update.
Select the Country from the list of values.
Enter a unique Site Number.
Enter the Address, City, State, County, Postal Code, and Province as required.
Select the Contacts tab.
The information on the Contacts tab pertains to contacts at the local carrier site, such as a dispatch center.
Optionally, enter a contact Number.
Enter the Last Name, First Name, Title, Job Title, and Email Address as needed.
Select the Active check box to indicate whether or not the contact is a current employee.
Under Contact Telephones, enter the Country Code, Area Code, Telephone Number, Extension, and Type as needed.
Note: Contacts cannot be deleted.
Save your work.
To enter distribution accounts, return to the Carriers window, place your cursor in the Name field and, from the Tools menu, select Distribution Accounts.
For each organization to which the carrier is assigned, enter the Distribution Account.
If the Inactive After field displays a date, then it is the date that the carrier became inactive in the organization (the Organization Assignments form, Active checkbox is cleared).
Save your work and close the Distribution window.
To define carrier contacts:
From the Carriers window, select the Contacts tab.
Enter the contact information for the carrier's centralized corporate contracts, such as, sales representative, pricing manager, and customer service rep.
Mark the current contact as Active, mark the current telephone numbers of each contact as Active, and select one telephone number for each contact as the Primary.
To define carrier classifications:
From the Carriers window, select the Classification tab.
Select the class Category that the carrier belongs to.
Save your work.
To define a generic carrier:
Navigate to the Carriers window.
Enter the Name of the generic carrier.
Note: A generic carrier cannot be an existing carrier. You must define a new carrier to be the generic carrier.
Enter a Short Name for the generic carrier.
Select the Active check box.
Select the Generic check box.
Note: Each organization can have only one generic carrier. If a generic carrier has already been defined for your organization, an error will display notifying you that a generic carrier has been defined.
Note: The Services tab is the only tab that is active for a generic carrier.
Enter a Service Level.
Enter a Mode.
Save your work.
