Shipping GL Accounts

You must first set up the GL accounts before you can manage the shipping GL accounts. Please refer to Manage GL Accounts for more information. Shipping accounts are needed to pay for the shipping fees.

From the Shipping GL Accounts screen, you can add, edit, or delete GL Accounts for Ship-Via Codes.

To add a new Shipping GL Account:

1. From the Shipping Setup on the Organization Unit Settings page, click Shipping GL Accounts.
   The Shipping GL Accounts page will display, as shown below.
   
   The sort order for the Shipping GL Accounts grid is: Subsystem and Financial Company followed by Ship-Via and Begin Date.
2. Click +New Account.
   The Add New Shipping Account page displays as shown below.
   
3. Select the following from the drop-down menus:
   1. Financial Company
   2. Subsystem
   3. Ship-Via
   4. Packing Slip Group By
      This field will auto-populate the value as defined in Ship Via and can be changed if necessary.
4. Enter the first three characters for the Shipping Revenue account and click the search icon.
   Alternatively, click Advanced to browse for a Shipping Revenue account.
5. Enter the first three characters for the Deferred Shipping account and click the search icon.
   Alternatively, click Advanced to browse for a Deferred Shipping account.
6. Enter the Begin Date, or click the calendar icon to browse for the Begin Date.
7. Enter the End Date, or click the calendar icon to browse for the End Date.
8. Click Save.

To edit a Shipping GL Account:

1. From the Shipping Setup on the Organization Unit Settings page, click Shipping GL Accounts.
   The Shipping GL Accounts page will display, as shown below.
   
2. Click the pencil icon beside the shipping account you want to edit. The Edit Shipping Account page displays, as shown below.
   
3. From this screen, you can edit the following fields:
   1. Shipping Revenue account
   2. Deferred Shipping account
4. Click Save.

To delete a Shipping GL Account:

1. From the Shipping Setup on the Organization Unit Settings page, click Shipping GL Accounts.
   The Shipping GL Accounts page will display, as shown below.
   
2. Click the contextual menu for the account you want to delete.
3. Click Delete.

Screen Element	Description
Financial Company	Drop-down. The financial company associated with the shipping account.
Subsystem	Drop-down. The subsystem associated with the shipping account. The accounts set up for the subsystem are defaulted during product setup.
Ship-Via	Drop-down. The shipping method used by the organization. For example, FedEx or UPS.
Packing Slip Group By	Drop-down. Packing slips are grouped by this ship-via method. This field will auto-populate the value as defined in Ship Via and can be changed if necessary.
Shipping Revenue	The revenue account associated with shipping.
Deferred Shipping	The deferred revenue account associated with shipping. If the organization does not want to defer shipping, it should be set to the shipping GL account.
Begin Date	The begin date of the shipping account.
End Date	The end date of the shipping account. This field will automatically update based on the Begin Date of the new GL Shipping Account.  If not null, this date must be greater than or equal to the begin date.