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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 http://customer.p21.com.
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.
Table of Contents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . v
Organization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vi
1 Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
FASPAC host server . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
UPS PC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1
2 Getting Started . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-1
Install NFS Maestro Solo . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2
Configure NFS Maestro Solo . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
Check Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5
Check the FASPAC Directory . . . . . . . . . . . . . . . . . . . . . . . 2-6
Map the Network Drive . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7
Set Up System Parameters in FASPAC . . . . . . . . . . . . . . . . . . . . 2-8
UPS System Specifications (SYS/OPT/UPS) . . . . . . . . . . . . . . . 2-8
Warehouse Control (SYS/WCS) . . . . . . . . . . . . . . . . . . . . . 2-10
System Code Maintenance (SYCD) . . . . . . . . . . . . . . . . . . . 2-11
Create the Import File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12
Set Up the UPS PC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13
Before You Begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13
UPS OnLine Professional . . . . . . . . . . . . . . . . . . . . . . . . . 2-13
UPS OnLine Office and UPS OnLine WorldShip . . . . . . . . . . . . 2-15
Define the Import Map . . . . . . . . . . . . . . . . . . . . . . . . . . 2-18
Define the Export Map . . . . . . . . . . . . . . . . . . . . . . . . . . 2-19
3 Process UPS Shipments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1
Create Replacement Download (UPSI/UPDL) . . . . . . . . . . . . . . . . . 3-3
On the UPS PC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
Create UPS Shipments . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4
UPS End of Day . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-5
FPD/313 iii
In FASPAC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6
UPS Upload Processing (UPSI/UPUP) . . . . . . . . . . . . . . . . . . 3-6
Order Expediting (OE) . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-9
Shipment History . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-10
4 Update Process Examples . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-1
5 Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1
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
TABLE OF CONTENTS
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
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 Indicates another chapter, section, or book. It is also
used for emphasis.
Bold font Indicates keys you are to press.
Courier font Indicates text that appears on the screen or in a
report.
Courier Bold font Indicates text you are to type.
Press Ctrl-d 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
INTRODUCTION
1Prerequisites
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/313 1-1
2Getting Started
This chapter describes the steps for setting up and configuring the UPS OnLine
Interface. They include the following:
1.1. Install Hummingbird’s NFS Maestro Solo on the UPS PC and map a
network drive to the FASPAC host server.
2.2. 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/313 2-1
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.
1.1. 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.
2.2. When the installation program starts, select the NFS Maestro Solo
option.
3.3. If you are asked for a language, select English.
4.4. 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
GETTING STARTED
• 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.
5.5. Various messages are displayed as the program checks the Windows
driver information database and builds a driver.
6.6. 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/313 2-3
INSTALL NFS MAESTRO SOLO
7.7. When asked, restart your PC. Be sure to remove the NFS Maestro Solo
CD from the CD-ROM drive.
8.8. After your PC restarts, a Parmset Configuration window similar to the
following example displays:
9.9. Click Cancel.
2-4 FPD/313
GETTING STARTED
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.
1.1. If The NFS Maestro Solo window is not open, double-click the Maestro
icon.
2.2. In the NFS Maestro Solo window, double-click the Rpcinfo icon.
The Rpcinfo (Portmapper) window displays.
3.3. 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:
4.4. 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/313 2-5
CONFIGURE NFS MAESTRO SOLO
5.5. 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.
1.1. In the NFS Maestro Solo window, double-click the Exports icon.
The Exports window displays.
2.2. 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).
3.3. If the path is correct, click Cancel.
2-6 FPD/313
GETTING STARTED
Map the Network Drive
After you have checked for the FASPAC directory, map it to a network drive.
1.1. In the Maestro window, double-click NFS Network Access.
A NFS Network Access window similar to the following example
displays.
2.2. Click in the Network Path box and then click Browse.
3.3. Select the IP address of the FASPAC server and the path to the directory
you noted on the previous page.
4.4. In the Drive drop down list box, select a network drive letter.
5.5. In the Username box, type fpuser.
6.6. Make sure the Permanent check box is selected.
7.7. 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.
8.8. Click OK.
9.9. Click Exit in the NFS Network Access window, and then close the
Maestro window.
FPD/313 2-7
CONFIGURE NFS MAESTRO SOLO
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.
1.1. In field 01, enter Y to download UPS orders to the UPS PC.
2.2. 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
GETTING STARTED
3.3. In field 04, enter /u/work/upstemp. This is the directory on the
FASPAC system where the download file resides.
4.4. In field 05, enter /u/work/upstemp. This is the directory on the
FASPAC system where the upload file resides.
5.5. Skip fields 06 and 07. They are only used in UPS Manifest.
6.6. In field 08, enter Y to print UPS tracking numbers on the invoices.
FPD/313 2-9
SET UP SYSTEM PARAMETERS IN FASPAC
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.
1.1. In the Whse field, enter the warehouse number. Then enter the following
information in fields 12 to 16 for this warehouse.
2.2. In field 12, enter Y to download UPS orders to the UPS PC.
3.3. 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.
4.4. In field 15, enter /u/work/upstemp. This is the directory on the
FASPAC system where the download file resides.
5.5. In field 16, enter /u/work/upstemp. This is the directory on the
FASPAC system where the upload file resides.
6.6. Repeat these steps for the next warehouse number.
2-10 FPD/313
GETTING STARTED
System Code Maintenance (SYCD)
Use this program to define the Freight code (FR) for the UPS interface.
1.1. In the RT field, enter FR for Freight.
2.2. In the Code field, press CMD-L and select a freight code.
3.3. Press Enter to accept the description.
4.4. Skip the Amount field.
5.5. 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.
6.6. 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.
7.7. 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/313 2-11
SET UP SYSTEM PARAMETERS IN FASPAC
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.
1.1. From any FASPAC menu, type UPSI/UPDL and press Enter.
The following screen displays.
2.2. Press F1 to create the REPUPSDL.CSV file.
The prompt “Run Report? (Y/N)” displays.
3.3. Enter Y to run the program.
2-12 FPD/313
GETTING STARTED
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/313 2-13
SET UP THE UPS PC
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.
2-14 FPD/313
GETTING STARTED
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.
1.1. From the Windows Start menu, select Settings > Control Panel.
2.2. Select 32 bit ODBC.
A window similar to the following example displays.
FPD/313 2-15
SET UP THE UPS PC
3.3. Select the User DSN tab and click Add.
The Create New Data Source window displays.
4.4. Highlight Microsoft Text Driver and click Finish.
The ODBC Text Setup dialog box displays.
5.5. Type FASPAC in the Data Source Name field.
6.6. Type a description in the Description field.
7.7. Clear the Use Current Directory check box and click Select Directory.
2-16 FPD/313
GETTING STARTED
The Select Directory dialog box displays:
8.8. In the Drives drop down list box, click the drive letter you mapped on
page 2-7.
9.9. In the Folders list box, click the path to the mapped FASPAC drive.
10.10. Click OK to finish. The ODBC driver is added to your PC.
11.11. Click OK to exit the ODBC Text Setup dialog box.
12.12. Click OK to exit the ODBC Data Source Administrator window.
13.13. Close the Control Panel.
Now you tell the UPS software how the FASPAC data is defined.
FPD/313 2-17
SET UP THE UPS PC
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.
1.1. Select the option for keying import data from the ODBC database to the
UPS software.
2.2. Select the FASPAC ODBC data source you set up in the previous
section.
3.3. Map the FASPAC ODBC Table fields to the UPS software fields.
4.4. Set ORDERKEY as the defined key for the file. Note that a key icon
displays next to the ORDERKEY field.
5.5. 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.
6.6. When you are finished connecting the fields, select the map you just
created as your default keyed import map and then enable it.
2-18 FPD/313
GETTING STARTED
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.
1.1. Select the option for exporting from the UPS software to a CSV file.
2.2. Use the mapped FASPAC drive letter you set up on page 2-7.
3.3. Be sure to select the options for Overwriting the existing file and
Including header row.
4.4. 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 Your FASPAC CSV file
(header information)
VOID VOID
Shipment/Package Reference 1 CUSTOM1
Number of Packages PACKAGE_COUNT
Shipment ID PICKUP_ID
Billing Option BILLING_CODE
Total Shipper Charge NET_SHIPPER_CHG
Service Type SERVICE_TYPE
Company Name SHIPTO_NAME
Weight PACK_WEIGHT_BILL
Tracking Number TRACKING_NO
Note: The VOID field is used by UPS when a shipment is voided.
FASPAC also needs to know about the voided shipments.
5.5. When finished, select the map you just created as your default export
map and enable it at End of Day.
FPD/313 2-19
SET UP THE UPS PC
3Process UPS Shipments
This chapter describes the steps for processing UPS shipments and updating
FASPAC.
Overview
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
1.1. Generate orders in Order Desk (OD).
2.2. 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.
1.1. 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/313 3-1
2.2. Enter any remaining information (such as type of service and weight)
needed to process the shipment.
3.3. Repeat steps 1 and 2 for each shipment.
4.4. 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
5.5. Run the UPS Upload Processing (UPSI/UPUP) program to update
FASPAC with the UPS shipping information.
6.6. After the UPS information has been updated, run Shipping Confirmation
(OP/SHP/SC) to prepare the orders for invoicing.
7.7. 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
PROCESS UPS SHIPMENTS
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/313 3-3
CREATE REPLACEMENT DOWNLOAD (UPSI/UPDL)
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
1.1. 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 000018-00).
The UPS software will display the information from the
REPUPSDL.CSV file.
2.2. Enter other information for the shipment (such as type of service and
weight).
3.3. When finished, process the shipment.
4.4. Repeat these steps for all orders.
For OnLine Professional
1.1. Import the information into the Batch Processing Module, discarding
duplicates.
2.2. 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.
3.3. Enter other information for the shipment (such as type of service and
weight).
4.4. When finished, process the shipment.
5.5. 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
PROCESS UPS SHIPMENTS
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/313 3-5
ON THE UPS PC
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.
1.1. From any FASPAC menu, type UPUP and press Return.
2.2. In the Whse field, enter the warehouse number or press Skip for all. You
can also use CMD-L (Lookup).
3.3. 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.
4.4. 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
PROCESS UPS SHIPMENTS
5.5. 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 RecordProcess 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 FileProcess Aborted ==> Please Correct Export Template
The Export template does not contain all the fields required to update
FASPAC. No transactions were processed.
FPD/313 3-7
IN FASPAC
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
PROCESS UPS SHIPMENTS
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.
1.1. To display the header screen, press F5 (see Hdr) in the first OE screen.
2.2. In the SELECT prompt, enter S to display the Shipment History screen,
discussed on the next page.
FPD/313 3-9
IN FASPAC
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.
3-10 FPD/313
PROCESS UPS SHIPMENTS
4Update 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/313 4-1
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
UPDATE PROCESS EXAMPLES
5Troubleshooting
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/313 5-1
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
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
APPENDIX A
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
Recommended