ACTIVANT TURNS. UPS WorldShip Integration. Version 3000

Transcription

1 ACTIVANT TURNS UPS WorldShip Integration Version 3000

2 This manual contains reference information about software products from Activant Solutions Inc. The software described in this manual and the manual itself are furnished under the terms and conditions of a license agreement. The software consists of software options that are separately licensed. It is against the law to copy the software on any medium, or to enable any software options, except as specifically permitted under the license agreement. In addition, no part of this manual may be copied or transmitted in any form or by any means without the prior written permission of Activant Solutions Inc. From time to time, Activant makes changes to its software products. Therefore, information in this manual is subject to change, and the illustrations and screens that appear in the manual may differ somewhat from the version of the software provided to you. Created by: Yardley Technical Communication 2006, Activant Solutions Inc. All rights reserved. Activant and the Activant logo are registered trademarks and Activant Prophet 21 is a trademark of Activant Solutions Inc. All other company or product names are the trademarks or registered trademarks of their respective companies. Activant Solutions Inc Southfront Road Livermore, CA Version 3000 Publication Date:

3 Table of Contents 1 INTRODUCTION 4 Overview 4 Features Setup Requirements 5 Program ZSU, System Set Up 5 Program SVM, Ship Via Maintenance 5 Program CM, Customer Maintenance 5 Program QADSVIA, Validate Ship Via Fields 5 Processing Modifications 5 Program EXPFRT, Export Open Order Data 6 Program GETFRT, Import Freight Information 8 Miscellaneous Modifications 9 Program OS, Order Status 9 Program OI, Order Inquiry 9 Program RP, Invoice Printing 9 Program JSP, Job Stream Processor 9 Program SVL, Ship Via Listing 9 Example of UPS' Schema.ini for the Import File 10 Example of UPS' Schema.ini for the Export File 11 iii

4 1 INTRODUCTION OVERVIEW The Turns system has two separate modules to provide interfacing capabilities to the UPS Worldship shipping system. The GiveFreight module will extract Turns order data so that Worldship can import that data to create shipping labels. The GetFreight module allows the Turns system to import order number, date shipped, freight cost, weight, and tracking number information from Worldship directly into Turns Open Order data so that operators can easily and quickly answer shipment inquiries. FEATURES GiveFreight creates an export text file that is automatically moved to your export directory. Worldship can then use its ODBC tools or other means to retrieve the customer shipping information when an order number is entered into Worldship. GiveFreight can be set to automatically run at a user-specified time interval using the AIX cron utility, or set to run manually from the Turns menu. GiveFreight skips orders with the following status: Incomplete (two-step) Incomplete (one-step) Invoiced Invoiced and back order-generated EOD update in process Cancelled Future GetFreight can be run from the Turns menu or by the Job Stream Processor. 4

5 SETUP REQUIREMENTS The PC that will be running UPS Worldship needs to access the import and export folders on the UNIX or SCO system through the network. PROGRAM ZSU, SYSTEM SET UP Added option to print shipping activity on invoice after order comments. PROGRAM SVM, SHIP VIA MAINTENANCE All valid shipping methods need to be setup and reported to UPS so that the shipping methods can be mapped to the Worldship system. PROGRAM CM, CUSTOMER MAINTENANCE If any shipping methods have been defined in Ship Via Maintenance then the Ship Via field for both Customer and Ship-To will be validated against the Ship Via file. PROGRAM QADSVIA, VALIDATE SHIP VIA FIELDS This program checks that all Open Order, Customer, and Ship-To Ship Via fields are valid and logs any that are invalid. PROCESSING MODIFICATIONS Program OE, Order Entry Program RE, One-Step Invoicing Program OM, Order Maintenance Program OC, Order Confirmation 5

6 If any shipping methods have been defined in Ship Via Maintenance and you maintain the Ship Via field, it will be validated against the Ship Via file. Added the option to display, manually enter, and/or maintain shipping activity by selecting the (F)REIGHT option from the totals screen. PROGRAM EXPFRT, EXPORT OPEN ORDER DATA This program creates a text file that is exported to a shipping manifest system. The manifest system only uses this file as an inquiry file to retrieve the customer shipping information when an Order Number is entered into the manifest system. This file is not used to update any files on the TURNS system. The program will skip orders with the following status: Incomplete (Two-Step) Incomplete (One-Step) Invoiced Invoiced & Backorder Generated EOD Update in Process Cancelled Future The program will be set up to automatically run every ten minutes using the AIX cron utility, but it can also be manually run from the TURNS menu or from a jobstream. The following prompt will appear: REDEFINE EXPORT TEXTFILE LAYOUT? (Y/N) If you do not create the export text file layout, the following suggested layout will be used: Field Description Position Field Type Order Number Characters Customer ID Characters Ship-To ID Characters Ship-To Name Characters Ship-To Address # Characters Ship-To Address # Characters Ship-To City Characters Ship-To State Characters 6

7 Ship-To Zipcode Characters Ship-To Country Characters Ship-To Attention Characters Ship-To Phone # Characters Ship Via Characters If you redefine the export text file layout, the following fields can be written to the export text file: Order # Customer Memo #2 Bill-To # Warehouse Customer Memo #3 Bill-To Name Customer P/O # Ship-To # Bill-To Address #1 Ship Via Ship-To Name Bill-To Address #2 Customer # Ship-To Address #1 Bill-To City Customer Name Ship-To Address #2 Bill-To State Customer Address #1 Ship-To City Bill-To Zipcode Customer Address #2 Ship-To State Bill-To Attention Customer City Ship-To Zipcode Bill-To Phone # Customer State Ship-To Attention Bill-To Fax # Customer Zipcode Ship-To Phone # Bill-To Customer Attention Ship-To Fax # Bill-To Memo #1 Customer Phone # Ship-To Bill-To Memo #2 Customer Fax # Ship-To Memo #1 Bill-To Memo #3 7

8 Customer Ship-To Memo #2 Customer Memo #1 Ship-To Memo #3 Note: The export text file is automatically moved to the company s export directory and it will be the customer s and/or UPS responsibility to import this data into the Worldship system. PROGRAM GETFRT, IMPORT FREIGHT INFORMATION This program is used to update the Turns Open Order data with the shipping information. It is manually run from the Turns menu or by the Job Stream Processor. It reads a fixed length, fixed position ASCII text file imported from the UPS Worldship system. The text file needs to include the following information for each package: Field Description Field Type Order Number 09 Characters Tracking Number 25 Characters Shipped Via 12 Characters Date Shipped 08 Characters (yyyymmdd) Weight 10 Numeric (per package #######.##) Shipping Charges 10 Numeric (per package #######.##) Additional Handling Chrg 10 Numeric (per package #######.##) Void Indicator Flag 01 Character (Y/N) Hundred Weight Flag 01 Character (Y/N) Shipment ID 20 Characters Number of Packages 10 Numeric (per shipment #######.##) Total Shipping Charges 10 Numeric (per shipment #######.##) Note: It will be the customer s and/or UPS responsibility to write this data from the Worldship system to the company s import directory. 8

9 MISCELLANEOUS MODIFICATIONS PROGRAM OS, ORDER STATUS Added display of shipping activity PROGRAM OI, ORDER INQUIRY Added display of shipping activity Invoice Reprint - Added print of shipping activity based on ZSU flag PROGRAM RP, INVOICE PRINTING Added print of shipping activity based on ZSU flag PROGRAM JSP, JOB STREAM PROCESSOR Added GETFRT and EXPFRT to the jobstream Note: GETFRT should be added to the End of Day Jobstream before the invoices are printed. PROGRAM SVL, SHIP VIA LISTING This program lists shipping methods that exist in the system. This listing needs to be given to UPS so that the shipping methods can be mapped to the Worldship system. 9

10 EXAMPLE OF UPS' SCHEMA.INI FOR THE IMPORT FILE [UPSEXP.txt]^M ColNameHeader=False^M Format=FixedLength^M MaxScanRows=0^M CharacterSet=OEM^M Col1=ORDERNUMBER Char Width 25^M Col2=TRACKINGNUMBER Char Width 25^M Col3=DATESHIPPED Char Width 25^M Col4=WEIGHT Char Width 10^M Col5=TOTAL_SHIPPING_CHARGE Char Width 10^M Col6=ADDITIONAL_HANDL_CHRG Char Width 10^M Col7=VOID_INDICATOR Char Width 1^M Col8=HUNDREDWEIGHT Char Width 1^M Col9=SHIPMENTID Char Width 20^M Col10=NUMBER_OF_PKGS Char Width 10^M Col11=TOTAL_SHIPPING_CHRG Char Width 10^M Col12=SHIP_VIA Char Width 15^M 10

11 EXAMPLE OF UPS' SCHEMA.INI FOR THE EXPORT FILE [EXPFRT.txt]^M ColNameHeader=False^M Format=FixedLength^M MaxScanRows=0^M CharacterSet=OEM^M Col1=ORDERNO Char Width 9^M Col2=CUSTID Char Width 8^M Col3=SHIPID Char Width 8^M Col4=SHIPTONAME Char Width 25^M Col5=ADDRESS1 Char Width 25^M Col6=ADDRESS2 Char Width 25^M Col7=CITY Char Width 15^M Col8=STATE Char Width 2^M Col9=ZIPCODE Char Width 9^M Col10=COUNTRY Char Width 3^M Col11=ATTENTION Char Width 20^M Col12=PHONE Char Width 19^M Col13=SHIPVIA Char Width 12^M 11