UPS Online Interface Installation and User's Guide. Prophet 21 FASPAC 5.0

Transcription

1 UPS Online Interface Installation and User's Guide Prophet 21 FASPAC 5.0

2 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. 6/22/04 Prophet 21 Faspac Prophet 21 is a registered trademark of Prophet 21, Inc. All other trademarks and registered trademarks are the property of their respective companies. 1

3 Table of Contents Introduction...v Organization...vi Before You Begin...vi 1 Prerequisites FASPAC host server UPSPC Getting Started Install NFS Maestro Solo Configure NFS Maestro Solo Check Services Check the FASPAC Directory Map the Network Drive Set Up System Parameters in FASPAC UPS System Specifications (SYS/OPT/UPS) Warehouse Control (SYS/WCS) System Code Maintenance (SYCD) Create the Import File SetUptheUPSPC Before You Begin UPS OnLine Professional UPS OnLine Office and UPS OnLine WorldShip Define the Import Map Define the Export Map Process UPS Shipments Overview Create Replacement Download (UPSI/UPDL) OntheUPSPC Create UPS Shipments UPSEndofDay FPD/313 iii

4 TABLE OF CONTENTS InFASPAC UPS Upload Processing (UPSI/UPUP) Order Expediting (OE) Shipment History Update Process Examples Troubleshooting Appendix A....A-1 Support and Services...A-1 Scope....A-1 Installation and Configuration Assistance...A-1 Training...A-1 Support....A-2 Fees...A-2 Limitations...A-2 Appendix B...B-1 Glossary...B-1 iv FPD/313

5 Introduction This guide provides instructions for setting up and using the UPS OnLine Interface, which is the integration of one of the following UPS software package with your FASPAC system. OnLine Office OnLine WorldShip OnLine Professional The UPS software packages are shipping and tracking systems from UPS (United Parcel Service) that provide comprehensive information management for high volume shipping. The software allows you to: Customize settings to match your shipping activity Process shipments more efficiently Generate management reports Validate entries automatically Define criteria to selecting packages for tracking Easily look up UPS domestic and international rates Receive automatic software upgrades and rate information updates UPS OnLine Professional is for use with Windows 3.1 UPS OnLine Office are for use with Windows 95 or Windows 98. UPS OnLine WorldShip is for use with Windows NT. FPD/313 v

6 INTRODUCTION Organization This manual discusses the following topics: Chapter 1 Prerequisites Describes the requirements for using the UPS OnLine Interface. Chapter 2 Getting Started Describes the steps for setting up your UPS PC and FASPAC to process UPS shipments. Chapter 3 Using UPS Describes how to process UPS shipments in the UPS software and FASPAC software. Chapter 4 Examples Provides some sample scenarios of using the Update Process and Shipment Confirmation programs. Chapter 5 Troubleshooting Describes some common problems and their solutions. Appendix A Support and Services Describes our support policy for the UPS software, NFS Maestro Solo, and FASPAC software. Appendix B Glossary Lists terms used throughout this document. Before You Begin Read this section thoroughly. It describes common operating instructions used throughout this document. Italic font Bold font Courier font Courier Bold font Press Ctrl-d Indicates another chapter, section, or book. It is also used for emphasis. Indicates keys you are to press. Indicates text that appears on the screen or in a report. Indicates text you are to type. Means to hold the Ctrl key and press the key, such as d (that is, press them simultaneously). Note: Additional information pertaining to the topic being discussed. Caution! Alerts you to a situation that could cause damage to your data or system. vi FPD/313

7 1 Prerequisites You must meet the following requirements before using the UPS software with FASPAC. FASPAC host server FASPAC is version 3.4 or later. The FASPAC system is attached to an Ethernet network and the connection is operational. You know the IP address of the FASPAC host server. Write it in the space below: IP Address: UPS PC The UPS software is installed on a PC and is operational. The UPS software must be OnLine Professional version 3.1 or later, OnLine Office version 5.5 or later, or UPS OnLine WorldShip. The UPS OnLine PC is attached to an Ethernet network and can communicate with the FASPAC system. The PC has either a CD-ROM drive or access to a CD-ROM drive on the network. You have the Hummingbird NFS Maestro Solo software and the box it came in (the serial number is on the bottom of the box). The PC has 5 MB free disk space to install NFS Maestro Solo. FPD/

8 PREREQUISITES 1-2 FPD/313-02

9 2 Getting Started This chapter describes the steps for setting up and configuring the UPS OnLine Interface. They include the following: 1. Install Hummingbird s NFS Maestro Solo on the UPS PC and map a network drive to the FASPAC host server. 2. Tell FASPAC how to use the UPS OnLine Interface: a) Set up system parameters. b) Create a download file. c) Map a network drive to a directory on the FASPAC server. d) Create the import map for the FASPAC/UPS PC transfers. e) Create the export map for end of day transfers. The following pages describe these steps in more detail. FPD/

10 GETTING STARTED Install NFS Maestro Solo NFS Maestro Solo is the interface ( bridge ) between the UPS PC and FASPAC. It allows you to map the UPS directory on the FASPAC server as a network drive. Note: We can provide basic assistance for initial installation and configuration. However, detailed assistance is provided by Hummingbird Communications Ltd. Before you install Maestro, close all open Windows applications (such as Word or Excel). Then follow these steps. 1. Insert the NFS Maestro Solo CD in your CD-ROM drive and close the drive door. After several seconds, the Install Wizard runs automatically. If the Wizard does not run automatically, follow these steps: a) On your Windows desktop, double-click My Computers. b) Double-click the CD drive icon. c) Double-click msetup or msetup.exe. 2. When the installation program starts, select the NFS Maestro Solo option. 3. If you are asked for a language, select English. 4. Follow the instructions in the rest of the installation windows: a) Accept all defaults and click Next. b) Be sure to select a Typical installation. c) When you see a window similar to the following example: 2-2 FPD/313

11 INSTALL NFS MAESTRO SOLO Enter the Serial Number from the bottom of the Maestro cardboard box. Skip the Site/Volume License Number. For the Site Contact Name, enter the name of the person at your company who will be your contact with Hummingbird Communications Ltd. d) When you are asked to register now or later, select the Register Later option. If you want, you can register the software at another time. e) When asked, create a Windows shortcut. 5. Various messages are displayed as the program checks the Windows driver information database and builds a driver. 6. When the program displays a Properties window: In the Default Protection area, click the RWX check boxes for Group and Other. In the Default Links area, click Unix Compatibility and Preserve Case. The dialog box should look similar to the following example: FPD/

12 GETTING STARTED 7. When asked, restart your PC. Be sure to remove the NFS Maestro Solo CD from the CD-ROM drive. 8. After your PC restarts, a Parmset Configuration window similar to the following example displays: 9. Click Cancel. 2-4 FPD/313

13 CONFIGURE NFS MAESTRO SOLO Configure NFS Maestro Solo After you have installed Maestro, you must make sure that the configuration is set up properly between Maestro and FASPAC, and then map a network drive. Check Services First make sure the services required on the FASPAC server are running. 1. If The NFS Maestro Solo window is not open, double-click the Maestro icon. 2. In the NFS Maestro Solo window, double-click the Rpcinfo icon. The Rpcinfo (Portmapper) window displays. 3. In the Host box, type the IP address of the FASPAC host server and click Rpcinfo. The services that are running on the FASPAC server display: 4. In the Program column, check that the following services are displayed for the udp Protocol. They are necessary for Maestro to work properly. portmapper (see example on the screen above) mountd (see example on the screen above) nfs pcnfsd Note: These services may be displayed more than once. FPD/

14 GETTING STARTED 5. If all services are listed, click Cancel to close the window. Note: If one or more of these services are not listed, contact Faspac Technical Support before you continue. Check the FASPAC Directory After you have confirmed that the four services are running on the FASPAC server, check that Maestro can see the directory path where the UPS interface files will be stored on the FASPAC server. 1. In the NFS Maestro Solo window, double-click the Exports icon. The Exports window displays. 2. In the Host box, type the IP address of the FASPAC server and click Exports. The FASPAC directory that can map from the UPS PC displays: Note: If no path displays, contact Faspac Technical Support before you continue. If you have multiple data sets, the name of the data sets will be in the path (such as /u/work/dataset/upstemp). 3. If the path is correct, click Cancel. 2-6 FPD/313

15 CONFIGURE NFS MAESTRO SOLO Map the Network Drive After you have checked for the FASPAC directory, map it to a network drive. 1. In the Maestro window, double-click NFS Network Access. A NFS Network Access window similar to the following example displays. 2. Click in the Network Path box and then click Browse. 3. Select the IP address of the FASPAC server and the path to the directory you noted on the previous page. 4. In the Drive drop down list box, select a network drive letter. 5. In the Username box, type fpuser. 6. Make sure the Permanent check box is selected. 7. Click Connect. A message similar to the following example displays: Device X: linked to \\IP address\directory path If you look in Windows Explorer, you will see this path mapped to the drive letter you selected. If you get an error message instead, check that the IP address and directory path are correct. 8. Click OK. 9. Click Exit in the NFS Network Access window, and then close the Maestro window. FPD/

16 GETTING STARTED Set Up System Parameters in FASPAC Now you must tell FASPAC about the UPS software. Sign on to FASPAC using your regular sign on ID and use the following programs to enter system parameters: UPS System Specifications (SYS/OPT/UPS) Set up system parameters Warehouse Control Specifications (SYS/WCS) Set up warehouse parameters System Code Maintenance (SYCD) Set up freight codes These programs are discussed in the following pages. Note: Only those fields pertinent to UPS are discussed in this manual. For more information about each screen, refer to the FASPAC reference documentation. UPS System Specifications (SYS/OPT/UPS) Use this program to define the default system-wide parameters for the UPS interface. 1. In field 01, enter Y to download UPS orders to the UPS PC. 2. In field 02, enter the action to be taken if you manually enter an amount in the Freight Amount field on the order, and the UPS software also specifies a freight amount. The typical entry is R. A = Add the UPS amount to the amount entered manually. R = Replace the amount entered with the UPS amount. I = Ignore the UPS amount and leave what was entered manually. 2-8 FPD/313

17 SET UP SYSTEM PARAMETERS IN FASPAC 3. In field 04, enter /u/work/upstemp. This is the directory on the FASPAC system where the download file resides. 4. In field 05, enter /u/work/upstemp. This is the directory on the FASPAC system where the upload file resides. 5. Skip fields 06 and 07. They are only used in UPS Manifest. 6. In field 08, enter Y to print UPS tracking numbers on the invoices. FPD/

18 GETTING STARTED Warehouse Control (SYS/WCS) Note: If you have only one warehouse and one shipping point, skip this program. Use the third screen of this program to override the settings in UPS Parameter Maintenance (SYS/OPT/UPS). If you have multiple warehouses and shipping points, this is where you create multiple upload and download directories. 1. In the Whse field, enter the warehouse number. Then enter the following information in fields 12 to 16 for this warehouse. 2. In field 12, enter Y to download UPS orders to the UPS PC. 3. In field 13, enter the action to be taken if you manually enter an amount in the Freight Amount field on the order, and the UPS software also specifies a freight amount. The typical entry is R. A = Add the UPS amount to the amount entered manually. R = Replace the amount entered with the UPS amount. I = Ignore the UPS amount and leave what was entered manually. 4. In field 15, enter /u/work/upstemp. This is the directory on the FASPAC system where the download file resides. 5. In field 16, enter /u/work/upstemp. This is the directory on the FASPAC system where the upload file resides. 6. Repeat these steps for the next warehouse number FPD/313

19 SET UP SYSTEM PARAMETERS IN FASPAC System Code Maintenance (SYCD) Use this program to define the Freight code (FR) for the UPS interface. 1. In the RT field, enter FR for Freight. 2. In the Code field, press CMD-L and select a freight code. 3. Press Enter to accept the description. 4. Skip the Amount field. 5. In the Charge Freight field, specify whether you will charge the customer for freight. Enter Y to charge the customer for the freight amount from the UPS upload data. The program automatically enters Y in the next field (Require Freight). Shipment confirmation cannot be completed until a freight amount has been updated from the UPS system to the order. If you enter N to not charge the customer, shipment confirmation can process without freight updated from the UPS system to the order if Require Freight is N. 6. If you entered Y in the previous field, the Require Freight field is skipped. If you entered N in the previous field: Enter Y if shipment confirmation cannot be completed until a freight amount has been entered on an order. Enter N if the freight amount is not required on an order. 7. In the Create Download field, enter U to create and download a file to the UPS PC, and allow uploaded information to update an order. FPD/

20 GETTING STARTED Create the Import File The next step is to run the Create UPS Download File (UPSI/UPDL) program and create the import file (REPUPSDL.CSV) that will store data for transferring to the UPS PC. Note: The REPUPSDL.CSV file must exist before you can configure the UPS OnLine Interface. 1. From any FASPAC menu, type UPSI/UPDL and press Enter. The following screen displays. 2. Press F1 to create the REPUPSDL.CSV file. The prompt Run Report? (Y/N) displays. 3. Enter Y to run the program FPD/313

21 SET UP THE UPS PC Set Up the UPS PC After completing the initial setup in FASPAC and creating the download file (REPUPSDL.CSV), you are ready to set up the UPS Interface system. The setup process varies depending on which UPS software you are using. During the UPS End of Day process, which sends the information for the day s shipments to UPS by modem, an export batch file is created to update FASPAC. Again the process varies depending on which software you are using. Before You Begin You must have installed the UPS software supplied by UPS. You must have created the REPUPSDL.CSV file in UPSI/UPDL (in the FASPAC software). You must have access to the REPUPSDL.CSV file created in FASPAC using a mapped network drive on the UPS PC. You should be familiar with the UPS software. You are familiar with navigating in Windows. UPS OnLine Professional The UPS OnLine Professional software uses a batch update process and custom import and export templates. The Batch Processing Module is described in the UPS documentation. Note: The following activities vary greatly depending on your setup, and cannot be documented in this manual. Your UPS representative can provide assistance with creating the custom templates. First, you must create a custom template for importing data from the FASPAC REPUPSDL.CSV file to the UPS PC. REPUPSDL.CSV is a comma-delimited file with quotes around the text. Table 1 lists the information contained in the file. Use it to help in creating your template. Note: The key field for batch processing is ORDERID. FPD/

22 GETTING STARTED Table 1: Structure of the REPUPSDL.CSV File Faspac Field Name Type Max Length Description STNAME Char 35 Ship To Name STADD1 Char 35 Ship To Address STADD2 Char 35 Ship To Address Line 2 STCITY Char 30 Ship To City STZIP Char 10 Ship To Zip STCOUNTRY Char 3 Ship To Country STSTATE Char 5 Ship To State ORDERKEY Char 30 Order Number with suffix PONUM Char 30 Purchase Order Number ORDERID Num 7 Order Number without suffix This is the key field. UOLSOURCE Char 5 UPS OnLine Source Then create a custom template for exporting data from the UPS PC to FASPAC. Export all fields using a.csv file, and include headers FPD/313

23 SET UP THE UPS PC UPS OnLine Office and UPS OnLine WorldShip OnLine Office and OnLine WorldShip use ODBC (Open DataBase Connectivity) to read the REPUPSDL.CSV file using a data key. You do not have to import the data into UPS to use it; UPS can read it directly from the REPUPSDL.CSV file by using an import map that you create. Data is exported for FASPAC during the UPS End of Day process by using an export map that you create. Note: These activities vary greatly depending on your setup and cannot be documented in this manual. Your UPS representative can provide assistance with creating/defining the necessary import and export maps. Add an ODBC Driver Before you create the import and export maps, you must create the FASPAC ODBC data source that will be used by UPS. 1. From the Windows Start menu, select Settings > Control Panel. 2. Select 32 bit ODBC. A window similar to the following example displays. FPD/

24 GETTING STARTED 3. Select the User DSN tab and click Add. The Create New Data Source window displays. 4. Highlight Microsoft Text Driver and click Finish. The ODBC Text Setup dialog box displays. 5. Type FASPAC in the Data Source Name field. 6. Type a description in the Description field. 7. Clear the Use Current Directory check box and click Select Directory FPD/313

25 SET UP THE UPS PC The Select Directory dialog box displays: 8. In the Drives drop down list box, click the drive letter you mapped on page In the Folders list box, click the path to the mapped FASPAC drive. 10. Click OK to finish. The ODBC driver is added to your PC. 11. Click OK to exit the ODBC Text Setup dialog box. 12. Click OK to exit the ODBC Data Source Administrator window. 13. Close the Control Panel. Now you tell the UPS software how the FASPAC data is defined. FPD/

26 GETTING STARTED Define the Import Map Run the UPS software and define/edit the import map. Keep the following steps in mind during this process. Note: We can provide basic assistance for creating or editing the import map. However, detailed assistance is provided by UPS. 1. Select the option for keying import data from the ODBC database to the UPS software. 2. Select the FASPAC ODBC data source you set up in the previous section. 3. Map the FASPAC ODBC Table fields to the UPS software fields. 4. Set ORDERKEY as the defined key for the file. Note that a key icon displays next to the ORDERKEY field. 5. Using Table 2, connect the FASPAC fields to the UPS software fields. Table 2. Import Map Faspac Field Name Type Max Length UPS fields STNAME Char 35 Company Name STADD1 Char 35 Street Address STADD2 Char 35 Room/Floor/Address 2 STCITY Char 30 City STZIP Char 10 Zip STCOUNTRY Char 3 Country STSTATE Char 5 State ORDERKEY Char 30 Shipment Reference 1 This is the key field PONUM Char 30 Shipment Reference 2 Notes: You can map one FASPAC field to more than one UPS field. The ORDERID and UOLSOURCE fields are not used. 6. When you are finished connecting the fields, select the map you just created as your default keyed import map and then enable it FPD/313

27 SET UP THE UPS PC Define the Export Map Map the export data to a.csv file using ODBC. Keep the following steps in mind during this process. Note: We can provide basic assistance for creating or editing the export map. However, detailed assistance is provided by UPS. 1. Select the option for exporting from the UPS software to a CSV file. 2. Use the mapped FASPAC drive letter you set up on page Be sure to select the options for Overwriting the existing file and Including header row. 4. Connect the UPS software fields to the FASPAC fields in the.csv file as shown in Table 3. Caution! It is very important that you rename the columns exactly as specified in the Your CSV File column of the table. The CSV file names must be in upper case with the underscores exactly as shown. Table 3. Export Map UPS software VOID Shipment/Package Reference 1 Number of Packages Shipment ID Billing Option Total Shipper Charge Service Type Company Name Weight Tracking Number VOID CUSTOM1 Your FASPAC CSV file (header information) PACKAGE_COUNT PICKUP_ID BILLING_CODE NET_SHIPPER_CHG SERVICE_TYPE SHIPTO_NAME PACK_WEIGHT_BILL TRACKING_NO Note: The VOID field is used by UPS when a shipment is voided. FASPAC also needs to know about the voided shipments. 5. When finished, select the map you just created as your default export map and enable it at End of Day. FPD/

28 GETTING STARTED 2-20 FPD/313

29 3 Process UPS Shipments Overview This chapter describes the steps for processing UPS shipments and updating FASPAC. Note: Functions performed on the UPS PC are supported by UPS. We will help you with our interface files, however we do not support operation of the UPS software. Create shipment orders in FASPAC 1. Generate orders in Order Desk (OD). 2. As needed, run the Create UPS Download File (UPSI/UPDL) program to refresh the UPS database. This database should always be current. Process the shipments in the UPS software The REPUPSDL.CSV file is used with UPS OnLine Office or OnLine WorldShip through ODBC and keyed imports, or with UPS OnLine Professional using the imported file from the UPS Batch Processing Module. 1. Select an order from the information downloaded from FASPAC: For OnLine Office or OnLine WorldShip, use the keyed import feature. For OnLine Professional, select it from the available orders in the list in the Batch Processing Module. Do not enter the order number manually in the UPS software. FPD/

30 PROCESS UPS SHIPMENTS 2. Enter any remaining information (such as type of service and weight) needed to process the shipment. 3. Repeat steps 1 and 2 for each shipment. 4. Run the End of Day process. It transmits the shipment information to UPS and exports the data to the file that will be uploaded to FASPAC. Update FASPAC with UPS Shipments 5. Run the UPS Upload Processing (UPSI/UPUP) program to update FASPAC with the UPS shipping information. 6. After the UPS information has been updated, run Shipping Confirmation (OP/SHP/SC) to prepare the orders for invoicing. 7. Use the Order Expediting (OE) program to view the shipment history for an order, including package count, UPS charges, tracking numbers, and the date UPS picked up the shipment. 3-2 FPD/313

31 CREATE REPLACEMENT DOWNLOAD (UPSI/UPDL) Create Replacement Download (UPSI/UPDL) Run this program to refresh the information in the Batch Processing Table on the UPS PC. If you are using the UPS Batch Processing module, run this program before you create shipments on the UPS PC. If you are using UPS OnLine Office or OnLine WorldShip, run this program periodically to clean out the file. This program is the only method for cleaning the file. It deletes the file and creates a new one with any open orders. If you do not run this program on a regular basis, it will continue to grow and take up disk space. Your options in this screen are: Press F1 to create the file. Press F9 or CMD to cancel and exit the screen. Press F12 to delete this process from the answer file for an automated schedule. Refer to the Automated Processing Reference Manual in Volume 5 for information about schedules. FPD/

32 PROCESS UPS SHIPMENTS On the UPS PC Create UPS Shipments After you have refreshed the data in the REPUPSDL.CSV file by running UPDL, process shipments for the orders in the UPS software. Note: If you have difficulty running the UPS software, contact your UPS representative for instructions. For OnLine Office or OnLine WorldShip 1. When you select the Keyed Import, enter the FASPAC order number as it is printed on the pick list, including the leading zeroes, hyphen, and suffix (such as ). The UPS software will display the information from the REPUPSDL.CSV file. 2. Enter other information for the shipment (such as type of service and weight). 3. When finished, process the shipment. 4. Repeat these steps for all orders. For OnLine Professional 1. Import the information into the Batch Processing Module, discarding duplicates. 2. Using the Batch Processing Module, select the order from the list of available orders to process. To find the order quickly, you can use the order number without the hyphen, and suffix. 3. Enter other information for the shipment (such as type of service and weight). 4. When finished, process the shipment. 5. Repeat these steps for all orders. Note: The End of Day process will create an export file to be uploaded and processed by FASPAC. 3-4 FPD/313

33 ON THE UPS PC UPS End of Day After you have created all shipments for the day, run the UPS End of Day process on the UPS PC as instructed by your UPS representative. The UPS software performs the following tasks: Closes the UPS orders and sends the shipment information directly to UPS by modem. Removes previous data in the batch file and then exports the current shipment data to the export batch file. This file will be uploaded to FASPAC. Caution! Remember to run UPS Upload Processing (UPSI/UPUP) in FASPAC immediately after you run the End of Day process, especially if you run End of Day more than once a day. If you do not, you will lose the shipment information because it will be removed the next time you run End of Day. FPD/

34 PROCESS UPS SHIPMENTS In FASPAC After you have created shipments on the UPS PC, upload the UPS batch file to FASPAC. UPS Upload Processing (UPSI/UPUP) It is very important that you run this program immediately after you run the UPS End of Day process. Otherwise, you may overwrite the UPS batch file and lose the shipment information before FASPAC can process it. This program produces an exception report of items that did not process, posts the freight to the orders (based on the system parameters), and creates entries in the shipment history file. This report is printed to the Other Printer. 1. From any FASPAC menu, type UPUP and press Return. 2. In the Whse field, enter the warehouse number or press Skip for all. You can also use CMD-L (Lookup). 3. In the UPS Upload Directory field, press Return to accept the default directory. For a specific warehouse, the default comes from SYS/WCS. For all warehouses, the default comes from SYS/OPT/UPS. 4. In the UPS PC File Name field, enter the file name (such as upload.csv) that was created during the End of Day process on the UPS PC. 3-6 FPD/313

35 IN FASPAC 5. In the Print (A)ll or (E)rrors field, enter A to print all information on the log, or E to print errors only. The program runs immediately. If the UPS billing code is Prepaid, FASPAC updates the freight amount in the order based on the FR code and the type of update (A, R, or I). If the billing code is Collect or some other code, UPS or someone else is handling the freight charges and FASPAC will not update the order header. After the order is found (downloaded, not canceled, not shipped) the freight code will be tested to determine if updating is to take place. If the freight code is set to charge freight (Charge Freight field = Y), the type of update will be tested: A Add the uploaded UPS freight to any current order header freight amount. R Replace any order header freight amount with the uploaded UPS amount. I Ignore the UPS uploaded freight amount if there is any freight amount in the order header file. However, if the order header freight amount is zero, update the order header with the uploaded UPS freight amount. During the process an error audit is produced. If an error message is produced, the order header is not updated with the freight amount from the UPS upload. Audit Report Messages CUSTOM1 Must Be before NET_SHIPPER_CHG in Record Process Aborted ==> Please Correct Export Template You have mapped the CUSTOM1 and NET_SHIPPER_CHG fields in the wrong order in the Export template. No transactions were processed. Freight option set to not updated The freight code on the order is flagged N in the Update Freight field in SYS/SYCD. No updating will be done on this order. Invalid UPS pickup date UPS has changed the format of the date field, which does not match the format in FASPAC. Missing UPS Field The export file from UPS does not contain all the fields required to update FASPAC. If the field is required by FASPAC, the following message will also be displayed: All Required UPS Fields Are Not in Export File Process Aborted ==> Please Correct Export Template The Export template does not contain all the fields required to update FASPAC. No transactions were processed. FPD/

36 PROCESS UPS SHIPMENTS Pickup ID already posted The pickup ID in the upload file is already on the order-tracking file. No further processing will be done. Order canceled The order exists on the order header file but has a canceled status. This order will not be updated. Order invoiced The upload order, although not on the order header file, is on the invoice header file. The freight amount is not updated on this order. However, package tracking is updated. Order not found The order on the upload file is not in the order header or invoice header file. Order shipped This order is on the order header file with a shipped status. The order will not be updated. Order was not downloaded This order was not downloaded by Create Replacement Download (UPSI/UPDL). The order will not be processed. 3-8 FPD/313

37 IN FASPAC Order Expediting (OE) When UPS shipping information is posted from the UPS software to FASPAC, the option S-Shipment Detail displays in the header screen of this program. The Shipment Detail prompt is only displayed if shipment history information is available. 1. To display the header screen, press F5 (see Hdr) in the first OE screen. 2. In the SELECT prompt, enter S to display the Shipment History screen, discussed on the next page. FPD/

38 PROCESS UPS SHIPMENTS Shipment History This screen displays UPS information about the shipment posted from the UPS software to FASPAC. Shipment information includes UPS Pickup Number, the Pickup Date, the Freight Amount, and the UPS Tracking Number, Weight, and Freight Amounts for individual cartons. Note: The Weight and Freight Amount details per carton only appear in OnLine Professional. They do not appear in OnLine Office or OnLine WorldShip FPD/313

39 4 Update Process Examples This chapter provides examples of what happens to orders when the Update Process and Shipment Confirmation programs run with different parameters marked. Example 1a SYS/SYCD Freight code fields: AMOUNT: 1.30 CHARGE FREIGHT: N REQUIRE FREIGHT: Y CREATE DOWNLOAD: U Freight charge from UPS PC: 2.50 Orders using a Freight code will have a download file generated by Create Replacement Download (UPSI/UPDL), and can be processed by the UPS PC. The update process will post the shipping history, but will display the message Freight option set to not update and will not update the order freight amount with the $2.50 from the UPS PC. The order will be updated with a default of $1.30 from the SYCD Freight Amount field, which you can override. However, you cannot enter zero because freight is required on the order. Example 1b Same as Example 1a except for the following field: SYS/SYCD Freight code fields: REQUIRE FREIGHT: N The order will be updated with a default of $1.30 from the SYCD Freight Amount field, which you can override. In this case, you can enter zero because freight is not required on the order. FPD/

40 UPDATE PROCESS EXAMPLES Example 2a SYS/SYCD Freight code fields: AMOUNT: 1.30 CHARGE FREIGHT: Y REQUIRE FREIGHT: Y CREATE DOWNLOAD: U Freight charge from UPS PC: 2.50 PO/WAM Handling Charge: 1.50 SYS/WCS Manual Upd Action (A/R/I): A Orders using this code will have a download file generated by Create Replacement Download (UPSI/UPDL). They can be processed by the UPS PC. The update process will post the shipping history. The handling charge of $1.50 will be added to the $2.50 from the UPS PC. The resulting amount will be added to the $1.30 from the SYCD Freight Amount field, for a total amount of $5.30. After the UPS update, shipment confirmation can be completed. Example 2b Same as Example 2a except for the following field: SYS/WCS Manual Upd Action (A/R/I): R The handling charge of $1.50 will be added to the $2.50 from the UPS PC. The resulting amount will replace the $1.30 from the SYCD Freight Amount field, for a total amount of $4.00. Example 2c Same as Example 2a except for the following field: SYS/WCS Manual Upd Action (A/R/I): I The handling charge of $1.50 and the $2.50 from the UPS PC will be ignored because the $1.30 from the SYCD Freight Amount field is used as the default. Note: If the SYCD Freight Amount field is zero, the result will be the same as example 2b. 4-2 FPD/313

41 5 Troubleshooting This chapter provides solutions for some common problems you may encounter. The download process does not run properly. When creating downloads, the system code for freight must be flagged to Create Download. The order must have that code in the Freight Term field in box 2 of Order Expediting. Run System Code Maintenance (SYCD) and check the code. The same information is exported every time. In the UPS software, check the Auto End of Day settings and be sure the UPS to FASPAC option is selected (that is, there is a check mark next to it). The UPS reference number is not printing on the package labels. In the Reference section in the UPS software, make sure that Use on all packages is selected. The upload does not work. Call Faspac Customer Support. The message Missing UPS Field displays. An export field was not named correctly or at all during the export mapping process. Refer to Chapter 2 Getting Started and check all export mappings. FPD/

42 TROUBLESHOOTING 5-2 FPD/313

43 Appendix A Support and Services Scope UPS or the customer installs the UPS software product on the customer s UPS personal computer. The customer installs the NFS Maestro Solo software product on the customer s UPS personal computer. Operation is warranted for use with FASPAC, UPS software, and Microsoft Windows as specified below. Installation and Configuration Assistance Provided by UPS for the UPS software. Provided by Faspac Systems, Inc. for the FASPAC OnLine Interface, FASPAC software, and NFS Maestro Solo. Training Provided by UPS for the UPS software. Provided by Faspac Systems, Inc. for the FASPAC OnLine Interface, FASPAC software, and NFS Maestro Solo Faspac Systems, Inc. does not provide training for the UPS software or Microsoft Windows. FPD/313 A-1

44 APPENDIX A Support After initial installation and configuration, support for the FASPAC software is covered by your Faspac support contract. After initial installation and configuration, support for the UPS or NFS Maestro Solo software is provided by the respective manufacturers. Fees Assistance is provided as needed and billed on a time and expense basis. Limitations Support services do not include upgrades or new versions of operating systems that may be required for the UPS software or NFS Maestro Solo installation or operation. Future updates and enhancements of the UPS and NFS Maestro Solo software products are purchased separately. Faspac Systems, Inc. is not responsible for defects and limitations in the UPS and NFS Maestro Solo software products. Diagnosis and repair of such problems is the responsibility of the customer, UPS, and Hummingbird Communications Ltd. Implementation is warranted for use with FASPAC host systems and the UPS PC. A-2 FPD/313

45 Appendix B Glossary download Transfer of data from FASPAC to the UPS PC. export Send data from an application to an external source. export mapping To associate fields from an external source (such as FASPAC) to the fields in the UPS database. import Bring data into an application from an external source. import mapping To associate fields from the UPS database to fields in the external source (such as FASPAC). Order Desk A FASPAC program used to generate orders. procedure A series of steps required to perform an activity. RCP A FASPAC program used to transfer files between systems. Upload The transfer of data from the UPS PC to FASPAC. UPS Download A FASPAC program used to extract all orders flagged for download. UPS OnLine PC, UPS PC A personal computer (PC) running UPS software. FPD/313 B-1

46 APPENDIX B B-2 FPD/313