Shipment Module

10.10 Overview

pc/MRP’s new shipping module integrates pc/MRP with UPS’s OnLine WorldShip 8.0 software.  Users will no longer have to re-enter the customer addressees into UPS.

Users can also select ‘BOL’ from the Carrier Type dropdown list and create a Bill of Lading shipping document.

Note on Option 89:   If set to automatically generate a Shipment record for an invoice, there must be a ‘shippable’ partnumber on one of the invoice’s line items.    Otherwise NO shipment record will be created.    Parts are checked as shippable on the Inventory part’s Miscellaneous tab; which then carries to the Sales Order line item and then to the Invoice on the Delivery tabs.

10.10.1 Step 1 Select an invoice to create a shipment record.

If a shipment record already exists for the selected invoice, a message will display informing you of that fact.,

The easiest way to create a new Shipment record is to press the ellipsis button and then select an invoice from the scroll window that appears.

10.10.2 Step 2 Verify the data.

All invoice shipping information is automatically filled in for you.

If you are interfacing with UPS WorldShip OnLine version 8.0, you must select ‘UPS’ for the Carrier Type.

Only parts checked as ‘Shippable’ on the Invoice’s Delivery tab will be listed in the scroll window. If no items on the invoice are shippable, an informational message will appear stating that there are no shippable items for the invoice and a shipping document cannot be created.

Note: Parts are checked as shippable on the Inventory part’s ‘Miscellaneous’ tab.

If Freight ‘Collect’ or ‘Bill to 3^rd Party’ is selected as a billing option, you will have to enter the customer’s UPS number after interfacing with the UPS online software.

All items must be checked (default) for the correct weight to be calculated for the shipment. This is NOT to include or not include a line item for a shipment. It is assumed that the all invoice line items are shipped on this document. You will not be able to partially ship an invoice and expect to ship the rest later. Create multiple invoices if you plan on splitting shipments.

Finish the data entry by pressing the ‘OK’ button to save the record.

10.10.3 Step 3 Go to the UPS WorldShip OnLine interface.

UPS WorldShip OnLine version 8.0 should already be installed upon you computer or a shortcut to the program should be available as shown above. If installed and no icon is on your desktop, check within the Start, All Programs, United Parcel Service (UPS), and select UPS WorldShip.

Section 15.17 and 15.18 of the pc/MRP manual will help you set up your UPS WorldShip interface.

10.10.4 Step 4 Select the pc/MRP import mapper

When the UPS WorldShip starts, select the menu item “UPS OnLine Connect”, then “Keyed Import”, and lastly, “pcMRPUPS814A”. The suffix of 814A means that pc/MRPs UPS interface works with pc/MRP versions 8.14A and higher.

10.10.5 Step 5 Enter the invoice number to ship.

After the UPS WorldShip software connects to the UPS website, the Enter import key input box will appear.

Note: Please be patient as it takes time for the UPS software to connect to pc/MRP’s Shipment Module.

Enter the Invoice number of the Shipment record you previously created and press the ‘Enter’ key. Do NOT press the Close button at this time. When you are finished creating all the UPS documents to ship, then you can simply exit UPS WorldShip or press the Close button and then exit UPS WorldShip.

10.10.6 Step 6 Verify the shipment data.

Verify the data automatically filled in by UPS WorldShip.

Please note several items are not required. The Customer ID and UPS Account Number are examples. Required data label fields are usually in a blue color and normal fields are in black.

If you have chosen ‘Freight Collect’ as a billing option, the UPS Account Number would be a blue color and you would have to enter the customer’s UPS number in this field. Your UPS number will stay in the ‘Shipper’ field.

Press ‘Process Shipment’ to complete the process and print the shipment document.