Freight Charge Management

This chapter describes the way freights and freight charges are managed in TRASER DMS 365. This chapter is divided into the following sections:

Setting up Shipping Agents

To set up an automatic mapping of freight information in documents, such as the shipping agent, you must first set up shipping agents in the system. Please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Shipping Agents.
  • The page Shipping Agents is displayed.
  • To set up a new entry, click on New in the menu bar.
  • Complete the columns according to the table below.
Column Description
Code Enter the code for the shipping agent here.
Name Enter a name for the shipping agent here.
Package Tracking URL Enter the URL for the package tracking website, if available.
  • Your entries will be saved automatically.

You have successfully created a new shipping agent. The next section describes how to set up shipping agent services for a shipping agent, which can later be used to set up the automatic freight charge mapping in documents.

Setting up Shipping Agent Services

To set up shipping agent services for a shipping agent, please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Shipping Agents.
  • The page Shipping Agents is displayed.
  • To set up a shipping agent service for a shipping agent, click on an existing shipping agent and then on Shipping Agent > Shipping Agent Services in the menu bar.
  • The page Shipping Agent Services is displayed.
  • Complete the columns according to the table below.
Column Description
Code Enter a code for the shipping agent service here.
Description Enter a description for the shipping agent service.
Shipping Time Enter the period between the shipment of items from the warehouse and delivery.
Base Calendar Code Enter a code for the base calendar to be used for shipment planning here.
Customized Calendar Shows if the base calendar is a customized calendar.
Freight Resource Enter a resource that will be used for the automatic calculation of freight charges in sales quotes and sales orders. To use a resource as a freight resource, you need to activate the toggle switch Freight Charge on the Resource card. You can find the page Resources via the Quick Search (ALT+Q).
Freight Charge Enter the amount of the freight charges that will be automatically added in sales quotes and orders.
  • Your entries will be saved automatically.

You have successfully set up the shipping agent service for a shipping agent. The following section describes how to set up the automatic mapping of freight information, including freight charges, in documents.

Automatic Mapping of Freight Information in Documents

You have the option to add certain information regarding delivery as well as freight charges to service order types in TRASER DMS 365. If one of these service order types is added to a document, the added information will automatically be transferred to the document. This feature is available for the following documents:

Sales Quote
Sales Order

To set up automatic mapping of freight information in documents, please proceed as follows:

  • Use the quick search (ALT+Q) in TRASER DMS 365 to find the page Freight Charge Mappings.
  • The page Freight Charge Mappings is displayed.
  • To set up a new entry, click on New in the menu bar.
  • Complete the columns according to the table below.
Column Description
Service Order Type Select the service order type to map the freight information to.
Shipping Agent Select the shipping agent you would like to link to the service order type.
Shipping Agent Service Select the shipping agent service you would like to link to the service order type.
Shipment Method Select the shipping method you would like to link to the service order type.
  • Your entries will be saved automatically.

You have successfully mapped freight information to a service order type. If you select this service order type in the documents listed above, the freight information will be added automatically. If you have selected a Shipping Agent Service with freight charges, a new resource will be added to the document on release showing the freight charge you have added to the shipping type.