pcMRP Integration with UPS WorldShip

15.18 Overview

A slideshow of this module is available at:

http://www.pcmrp.com/mrp101/upspcmrpupsmappingfile.htm

Please note the following:

You have already created your ODBC connection to pc/MRP (see section 15.17).

UPS WorldShip version 8.0 or above is installed on your computer or accessible via the LAN.

The pcMRPUPS814A.dat file must be copied to the \UPS\UOWS\ImpExp\Shipment directory of your UPS software.

The number ‘814A’ on the dat file supplied by Software Arts, Inc. refers to the minimum version of pc/MRP supported by the UPS interface.

15.18.1 Step 1 Modify the Shipuser.ini file of UPS.

Windows ‘.ini’ files are normally associated with Windows Notepad. The configuration for this is located in Windows Explorer, Tools, Folder Options. Scroll down to the ‘.ini’ extension and you should see Notepad in the Opens with: area. If not, and it is not a different text reader, change to a text reader like Microsoft Notepad.

Now note the two changes that must be present to interface with pc/MRP.

The ‘enabledKeyedImport=1’ and

 the ‘activeImportMap=’.  (\UPS\UOWS\ImpExp\Shipment -directory of your UPS software)

Save this file and continue to Step 2.

15.18.2 Step 2 Set up the pc/MRP Interface to UPS WorldShip.

Run pc/MRP and navigate to the Configuration, Settings & Utilities menu.

You must have modify rights to the Configuration menu in a multi-user environment with the Optional Password module. See your pc/MRP administrator if you need and do not have the rights to the Configuration menu.

15.18.3 Step 3 Modify the Shipment Module Settings.

Scroll down to Option 89, Shipment module settings.

Manual Generation allows you to create an Invoice record without a shipment record. You will have to create the  Shipment record at a time for the Invoice.

Automatic Generation  will create a Shipment record immediately after the Invoice record.

NOTE: No Shipment record will be created if there are no line items marked as Shippable. A shippable line item will have a check in the Shippable item checkbox on the line item’s Delivery tab of the Invoice. The Shippable item’s checkbox is automatically carried forward from the Inventory item’s Miscellaneous tab’s Shippable item checkbox, to the Sales Order, and then to the Invoice.

You can also open or not open the Shipment record for editing automatically.

Enter your company’s UPS number in the space provided.

Pressing OK saves the settings.

15.18.4 Step 4 Save the changes to the Shipment module settings.

Changes are noted in red text and you MUST click on Save to save your changes. At this time, you can also choose to Cancel and exit the menu or Revert the Option changes to it’s original values and change the option again.

Exit or minimize pc/MRP and continue to step 5 to set up the UPS WorldShip options.

15.18.5 Step 5 Navigate to your UPS WorldShip program

Double-click on the UPS WorldShip icon, or navigate to the UPS WorldShip program via the Start menu of your desktop and run the UPS WorldShip program.

15.18.6 Step 6 Set up the UPS WorldShip System Preferences.

Select Tools and System Preferences and follow the setup instructions starting in Step 7.

15.18.7 Step 7 The UPS WorldShip System Preferences screen.

Select the Miscellaneous tab an ensure the Address Options for Always Update Address Book is not checked.

Click the OK button.

15.18.8 Step 8 Set the required fields in UPS WorldShip.

Select the Tools, Required Field Set Editor, as you will be verifying fields in the next screen.

15.18.9 Step 9 Required Field Set Editor.

UPS WorldShip requires the ‘Ship To Customer ID’ field NOT listed in the ‘Optional Fields Now Required’ listbox on the right side of the screen.

Click the ‘Save’ button to save the changes and exit the Editor screen.

15.18.10 Step 10 UPS Set Up is Finished, Click ‘Exit’.