The Shipment Terms frame allows you to create and maintain a list of user-defined codes that can be used to identify the types of delivery services used for parts ordered using Purchasing Contracts. Shipment Terms can also be assigned to Price Types.
Create
To create a new Shipment Term, click in the blank Code field and type in a new code. This field has a limit of ten characters.
Type in a description for the code to the right in the Description field. This field has a limit of 40 characters.
For example: STND – Standard Delivery, EXP – Express Deliver, OVR – Overnight Delivery
Once the entry is complete, click Save. The new Shipment Term will now be available for use on the Purchasing Contracts frame.
Modify
You can change the description of existing Shipment Terms. Once a code is created and saved, you will not be able to edit the Code field.
To change a description, click in the description field and type the new description over the old description. Click Save to update the record.
Delete
You can delete a Shipment Term provided it is not in use by any other tables in the system. If a Shipment Term is in use and you try to delete it, you will receive an error message.
To delete a code that is not in use, click in the row of the code you want to delete to make it active. Click the Delete button (Red X) at the top of the frame. The selected row will turn red. Click the save button.
The record will be removed from the system and will no longer be available for use.
Last Update: 06/06/2016
NOTE: To view a list of System Flags and Role Privileges that may impact this screen, hover over the screen title in M5 to display the bubble help/tooltip. At the bottom of the bubble help/tool tip, there is a Settings hyperlink. Click that hyperlink to display the list of flags and privileges.
Additional training and technical documents on this subject may be available in the Resource Files area.