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Where else can we define the shipping rule ?

  • November 20, 2024
  • 2 replies
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besides the customers screen , sales order screen (shipping tab and also line detail) and shipment screen (line detail) , where else the shipping rule is defined?

Best answer by Laura03

Hello,

In addition to the list you provided,

Shipping Rule may be added to Customer Classes, from there it defaults to new Customers.

Each Customer Location may have its own Shipping Rule.

Branches have Shipping Rule option on Delivery Settings tab.

Acumatica may update the Shipping Rule of a Sales Order based on user’s actions.  From Help:   When using Cancel Remainder shipping rule, if you reopen a sales order line for which at least one shipment has been performed, the system changes the shipping rule to Back-Order Allowed.

Laura

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2 replies

Laura03
Captain II
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  • Captain II
  • Answer
  • November 20, 2024

Hello,

In addition to the list you provided,

Shipping Rule may be added to Customer Classes, from there it defaults to new Customers.

Each Customer Location may have its own Shipping Rule.

Branches have Shipping Rule option on Delivery Settings tab.

Acumatica may update the Shipping Rule of a Sales Order based on user’s actions.  From Help:   When using Cancel Remainder shipping rule, if you reopen a sales order line for which at least one shipment has been performed, the system changes the shipping rule to Back-Order Allowed.

Laura

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vanessaafonso02
Acumatica Employee
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Adding to Laura’s response:
Here are the help document on Shipping Rules & Shipping Rule combinations that have really helped me:

https://help.acumatica.com/(W(5))/Help?ScreenId=ShowWiki&pageid=8417895d-76aa-4d98-a80c-4f27f57cea59

https://help.acumatica.com/(W(6))/Help?ScreenId=ShowWiki&pageid=ebbe444b-5214-48e9-9db8-a27da4e1732d

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