Defining Shipping Information on a Subscription Product Order

After a subscription product has been added to the order, shipping information can be defined, if necessary. If the products are not shipped, then they are not invoiced and the payment stays in the Prepayment Liability account. The shipping charges displayed here are populated from the Shipping Charges Maintenance (ORD009) screen, but can be overridden for a line item on this screen.

 

The Ship Via Method is defaulted from the organization unit setup. You can change the Ship Via Method if necessary. After products are sold, they are shipped using the criteria specified here. If the products are not shipped, then they are not invoiced and the payment stays in the Prepayment Liability account. The shipping charges displayed here are populated from the Define Shipping Charge task in Product Central, but can be overridden for a line item on this screen.

Note.pngChanging the Ship-To or Bill-To Customer before a receipt has been created may result in a recalculation of the order amount, unless the product is a fundraising cash product, in which the order line price will be whatever amount is paid.

To define shipping information:

1.    Access the Step 2: Shipping Information tab.

2.    From the Shipping Address section (as highlighted below), change the shipping information, if necessary:
Shipping_Address.png

·            Click the Change Ship-To Address link to display the Address Chooser from which to select a different ship-to address for the order or create a new address.

·            Click the Change Ship-To Customer link to displays the Customer Chooser to search for and select a different ship-to customer for the order.

·            Click the Create One-Time Address link to display the Create a one-time address screen to create an address that will only be used once for this order.

3.    From the Billing Address section (as highlighted below), change the billing information, if necessary:
Billing_Address.png

·            Change Bill-To Address - displays the Address Chooser from which to select a different bill-to address for the order or create a new address.

·            Change Bill-To Customer - displays the Customer Chooser to search for and select a different bill-to customer for the order.

4.    From the Shipping Method and Cost section (as highlighted below), select the Ship Via method to apply to all lines.
Shipping_Method_and_Cost.png

Note.png The Ship Via field will be disabled until a line item is added to the order

5.    Click Advanced Shipping to display the Advanced Shipping section (as highlighted below) add more information on the line items:
Advanced_shipping.png

a.    In the Advanced Shipping table, select the Ship Via method from the drop-down in the cell for each line item.

b.    If necessary, change the Shipping Charge.

6.    Click Save.