UPS MANIFEST UPLOAD DOCUMENTATION UPDATES

Transcription

1 UPS MANIFEST UPLOAD DOCUMENTATION UPDATES Date Description Where Changed 6/2/03 Replaced the UPS On-Line Setup Instructions section with the new UPS Import File section. This section describes how the import file should be created for importing freight charge information from the UPS manifest system to Prophet 21 shipments. Installation chapter, in the UPS Import File section (page 7)

2 ANIFEST PLOAD

3 The documentation in this publication is provided pursuant to a Sales and Licensing Contract for the Prophet 21 System entered into by and between Prophet 21 and the Purchaser to whom this documentation is provided ( License Agreement ). In addition, the licensed software to which this documentation refers may be supported in accordance with a customer support agreement by and between the same parties ( Support Agreement ). All warranties, conditions of use, transfer restrictions, and other provisions in the License Agreement or Support Agreement which are applicable to Licensed Software, are applicable to this publication. In addition, this publication may include inadvertent technical inaccuracies or typographical errors for which Prophet 21 is not responsible. Changes may be periodically made to this publication; these changes will be incorporated in new editions of the publication. Any questions about the material contained in the publication should be addressed to the Prophet 21 Customer Support Department at Nothing in this statement amends or extends the terms of your agreement with Prophet 21 including any warranties that may be included in our products. Warranties for such agreements are set forth in your agreement with Prophet 21. Improvements and/or changes to the Licensed Software described in this publication may be made by Prophet 21 at any time without notice. 6/2/03 The Prophet 21 System is a registered trademark, and Prophet 21 and ScratchPad are trademarks of Prophet 21. All other trademarks and registered trademarks are the property of their respective companies. iii

4 Table of Contents 1 INSTALLATION 5 Requirements 5 Installation Instructions 5 UPS Import File 7 2 USING THE SOFTWARE 8 SHIP-EDIT 8 Upload UPS Manifest Information 9 INVOICE 11 Appendix: Transferring the UPS File to the RS/ Using the AIX Dosread Command 12 Using JSB FTP Transfer 12 iv

5 NSTALLATION REQUIREMENTS Acclaim C or A or higher UPS Manifest Upload Select Software UPS On-Line Professional INSTALLATION INSTRUCTIONS The PKG-INSTALL module is designed to allow you to install any Prophet 21 Optional or Select Software via a serial number, instead of using a separate tape to install the feature. Before proceeding with these instructions, be sure to Stop the system. Run a Verify and the Job MISMATCH. For more information on these commands, refer to your Prophet 21 Operator s Manual. Turn all units offline. For more information on turning your units offline, refer to the Operator s Manual Make a total copy of your system. For more information on creating a total copy, refer to the Operator s Manual. After the total copy is made, keep the system stopped and turn all units online. For more information on turning your units online, refer to the Operator s Manual. At Utility Command, press [Esc] to go to the Job prompt. Press [Enter] to log into the system and get to a Job prompt or jump to box. 1. To install the Optional or Select Software, you need the shipping paper sent to you by Prophet 21. This shipping paper contains a serial number which will be used in a later step. 5

6 1 INSTALLATION 2. Type PKG-INSTALL at the job prompt or jump to box to display the following screen: PKG-INSTALL This program will allow you to pre-install an optional package or direct catalog feature. All that is required is the serial number, which is located on your shipping paper. Please enter serial#: 3. Enter the serial number that appears on the shipping paper sent by Prophet 21, and press [Enter]. 4. If an incorrect serial number is entered, the following message appears: ** Invalid Serial Number! ** Retype the serial number from your shipping paper or contact the Prophet 21 Inside Sales Department for assistance. 5. If the correct serial number is entered, the following screen appears: ** Pre-Install Complete! ** Do you wish to run INSTALL now? (Y N) 6. To continue the installation of the Optional or Select Software, type Y and then press [Enter]. The Optional or Select Software installation screen will appear. To suspend the installation of the Optional or Select Software, type N and then press [Enter]. When you are ready to resume the installation, type INSTALL at the job prompt or jump to box and press [Enter]. The Optional or Select Software installation screen will appear. Installing: DC UPS MANIFEST UPLOAD MM/DD/YY ** No activity profile questions needed. ** ** File or jobstream changes are needed for this feature. ** When installation is complete, LIB-UPDATE will automatically run. Proceed? (Y N): 6

7 1 INSTALLATION Enter a "Y" to Proceed, "N" otherwise. If you choose to proceed, the Optional or Select Software is installed. When the installation is complete, LIB-UPDATE runs automatically to create files UPSSTD and UPSSTX. 7. When the installation has been successfully completed, remember to activate all terminals by entering GO at the Utility Command prompt. UPS IMPORT FILE You must create a file with the following format and fields on your UPS system. This file enables you to import freight charge information from the UPS manifest system to Prophet 21 shipments. If you need assistance in creating the file, contact your UPS software support representative. The file should have comma-separated fields and a double quote text delimiter. Fields need to appear in the following order: Shipment # Customer Total UPS Charge Handling Charge Hundred Weight Charge Void Indicator Tracking # Per package freight charge Shipment date (of format mm/dd/yy) 7

8 SING THE OFTWARE Import UPS Manifest information directly into your Prophet 21 system. The UPS MANIFEST UPLOAD Select Software provides the ability to upload freight charges from the UPS manifest system onto shipments in the Prophet 21 system. Once the freight is associated with a shipment, that shipment is automatically confirmed. SHIP-EDIT The UPS Upload option allows you to upload freight charges from the UPS manifest system onto shipments in the Prophet 21 system. The following screen displays when this option is selected. 8

9 2 USING THE SOFTWARE UPLOAD UPS MANIFEST INFORMATION UPLOAD UPS MANIFEST INFORMATION UPS Data file : /tmp/xxxxxxx Check for bins? (Y N) X Proceed? (Y N): X Processing UPS data records processed 160 shipments updated w/ freight and confirmed 3 shipments updated w/ freight, but not confirmed 1 shipments were already confirmed 0 shipments were already invoiced 0 shipments were not found Processing complete, press any key to continue. You are prompted for the UPS Data file. This is the AIX file from which the UPS manifest information is to be uploaded. If you choose to Check for Bins, the system will check to see whether multiple bins are associated with any items on the shipments. During processing, the records in the UPS file are read. The reference number field in the UPS data is compared to the Prophet 21 shipment numbers. Note: The reference number field in the UPS manifest system must contain the digit Prophet 21 shipment number. The first 7-8 digits should represent the order number and the last 4 digits of the reference number should indicate the number of the shipment. No dashes should be used. Shipments found in the UPS file will be processed regardless of their shipping branch. If a shipment is found which is not associated with the current ship branch, that shipment will still be processed. If the shipment is not found on the Prophet 21 system, the record is skipped. If the shipment is found, the freight charge for the shipment is calculated by adding the published package charges, published COD charges, and miscellaneous charges fields in the UPS data. If a hundred weight charge is found in a record, the hundred weight charge is added to the freight and no other freight charges will be added to that shipment for other packages related to that shipment. The total freight is then added to whatever is already in the freight field for that shipment. Once the total freight is associated with a shipment, that shipment is automatically confirmed. The freight type on the shipment will remain untouched. If the shipment is found, and multiple bins are associated with any items on the shipment, then the system will not automatically confirm the shipment. The freight charge for the shipment will be calculated. Note: If any items on the shipment require lot number, serial number, or bin number posting, then the system will not automatically confirm the shipment. 9

10 2 USING THE SOFTWARE As the records are processed, a report is produced automatically to indicate which shipments were affected by the upload. Included are the shipment number and customer code, the record number in the UPS data file, the freight charge placed on each, the UPS tracking number, and whether or not the shipment was confirmed during the process. Various messages indicate the outcome of each record update. Message will appear if FREIGHT ADDED AND SHIPMENT CONFIRMED FREIGHT ADDED SHIPMENT NOT CONFIRMED FREIGHT ADDED PREVIOUSLY CONFIRMED UNPOSTED LOT NUMBERS UNPOSTED SERIAL NUMBERS UNPOSTED BIN NUMBERS MULT BINS CANNOT CONFIRM a confirmed shipment is found and freight is added to it. an unconfirmed shipment is found, but cannot be confirmed because of an unposted lot, serial, or bin number. a previously confirmed shipment is found. Freight is added normally. the shipment contains an item with unposted lot, serial, or bin numbers. Shipments of this type will appear twice on the report. Once with this message and secondly with the message FREIGHT ADDED SHIPMENT NOT CONFIRMED. the shipment contains an item with multiple bins. The freight charge is calculated, but shipment cannot be confirmed. INVALID SHIPMENT # the shipment number on the record is not 11 or 12 characters long. SHIPMENT NOT FOUND the shipment cannot be found in the system. ORDER HEADER 1 MISSING ORDER HEADER 2 MISSING CONFIRM SEQUENCE # ERROR ERROR CONFIRMING SHIP HEADER ERROR ADDING TO CONFIRM REGISTER the order associated with the shipment cannot be found. the system could not generate a unique confirmation sequence number for the shipment the system cannot properly update the freight and/or confirm the shipment. an entry cannot be made to the ship confirmation register. If this message appears, the shipment should still have updated, but will only lack an entry on the register. Any records with the void indicator set to 1 are skipped. That is, the freight charge is set to 0 (zero) dollars and the shipment is confirmed. IMPORTANT! It is your responsibility to make sure the UPS data is placed in an AIX file and accessible by the Prophet 21 system. The file layout the Prophet 21 system will be reading is the layout provided for in the export files for UPS MaxiShip v3.14. The system will disregard any fields in the UPS data file if they were not specifically referenced in the above documentation. 10

11 2 USING THE SOFTWARE INVOICE All associated tracking numbers print beneath the last item on the invoice. 11

12 2 USING THE SOFTWARE APPENDIX: TRANSFERRING THE UPS FILE TO THE RS/6000 USING THE AIX DOSREAD COMMAND UPS file information on 3.5" disks can be loaded directly into the RS/6000 using the AIX command dosread. 1. Insert the diskette into the RS/ " disk drive. 2. Log into AIX as "root". Note that the AIX prompt for the "root" user is pound sign (#). 3. Use the dosdir command to obtain a list of files on the diskette. # dosdir 4. Use the pwd command to see your "present working directory". # pwd 5. Change to the tmp directory, where the UPS file will be created. # cd /tmp Note: When assigning the source data file in the SHIP-EDIT module, be sure to use the correct AIX directory. 6. Use the dosread command to copy the data file on the diskette to the specified file name in the tmp directory. (This will be the file you will enter when asked for the AIX filename when using the software.) # dosread <source file name> <destination file name> The "source file name" represents the data file on the diskette. The "destination file name" represents the AIX file that will be created or updated in the /tmp directory. For example: # dosread history.txt /tmp/history.txt The command is case-sensitive. Upper and lower case letters must be used when entering the source and destination file names. 7. Use the ls command to verify that the file was created in the /tmp directory # ls USING JSB FTP TRANSFER UPS file information on 3.5" disks can be transferred to the RS/6000 via a FTP transfer using your PC. (The best situation would be for your PC to be connected to the RS/6000 via a network.) To do this, use the following steps. 1. In Windows, select the MultiView Desktop icon. From within the desktop, locate the icon labeled file transfer. Double click to begin. 12

13 2 USING THE SOFTWARE 2. Select File from the menu bar. Choose Transfer. When you are prompted to select a node, choose your current business system and click OK. If you are prompted for a password, enter it. The File Transfer menu screen displays as follows: 3. On the left side of the screen (Local), select the drive identifier for your 3.5" disk drive. Select the UPS directory. You should see a list of files at the top of the column. Click the file to be transferred. 4. Once the file has been highlighted, select a remote directory into which you want to copy the file. 5. Under directories (on the Remote side of the screen), highlight, then double click with your mouse on the /. Using your mouse, arrow down until you find the tmp folder. Again, highlight it and double click. 13

14 2 USING THE SOFTWARE 6. Now that you have your directories and files selected, click on >> to transfer the files from the left (Local) to the right (Remote). During the transfer, a screen similar to the following appears: 7. After the file transfer is complete, a screen similar to the following appears: Filenames appear here when the transfer is complete. 8. Click Done to close the application. 14