UPS WorldShip - Revision history

Russ horton: /* CMSPackagesExport */

2019-09-10T20:22:54Z

CMSPackagesExport

← Older revision		Revision as of 20:22, 10 September 2019
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	*Package::Reference 1 <-> EXTERNAL_SHIPPING::PACKAGENUMBER		*Package::Reference 1 <-> EXTERNAL_SHIPPING::PACKAGENUMBER
	*Ship To::Residential Indicator <-> EXTERNAL_SHIPPING::RDI		*Ship To::Residential Indicator <-> EXTERNAL_SHIPPING::RDI
	**Note that Worldship tries to write an Y/N for this value where CMS is expecting a 1/0 so you must use the translation option in Worldship ~~per this video - http://screencast~~.~~com/t/fqUd3IZXIqC~~		**Note that Worldship tries to write an Y/N for this value where CMS is expecting a 1/0 so you must use the translation option in Worldship.

	=Setting up UPS Auto Import XML=		=Setting up UPS Auto Import XML=

	For information on this please visit http://wiki.newhavensoftware.com/index.php/UPS_Shipping_XML		For information on this please visit http://wiki.newhavensoftware.com/index.php/UPS_Shipping_XML

Russ horton: /* Setup */

2019-02-07T00:51:47Z

Setup

← Older revision		Revision as of 00:51, 7 February 2019
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	The following is a list of instructions for first-time setup of Worldship with CMS.		The following is a list of instructions for first-time setup of Worldship with CMS.

	# Copy the following pair of files from your CMS network drive to your C:\UPS\WSTD\~~ImpExp~~\~~Shipping~~ directory:		# Copy the following pair of files from your CMS network drive to your c:\ProgramData\UPS\WSTD\IMPEXP\Shipment\ directory:
	#* CMSPackages.dat		#* CMSPackages.dat
	#* CMSPackagesExport.dat		#* CMSPackagesExport.dat

Russ horton at 23:16, 16 December 2013

2013-12-16T23:16:57Z

← Older revision		Revision as of 23:16, 16 December 2013
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	*Package::Package Reference Charge <-> EXTERNAL_SHIPPING::COST		*Package::Package Reference Charge <-> EXTERNAL_SHIPPING::COST
	*Package::Reference 1 <-> EXTERNAL_SHIPPING::PACKAGENUMBER		*Package::Reference 1 <-> EXTERNAL_SHIPPING::PACKAGENUMBER
			*Ship To::Residential Indicator <-> EXTERNAL_SHIPPING::RDI
			**Note that Worldship tries to write an Y/N for this value where CMS is expecting a 1/0 so you must use the translation option in Worldship per this video - http://screencast.com/t/fqUd3IZXIqC

	=Setting up UPS Auto Import XML=		=Setting up UPS Auto Import XML=

	For information on this please visit http://wiki.newhavensoftware.com/index.php/UPS_Shipping_XML		For information on this please visit http://wiki.newhavensoftware.com/index.php/UPS_Shipping_XML

Russ horton at 17:27, 19 December 2012

2012-12-19T17:27:22Z

← Older revision		Revision as of 17:27, 19 December 2012
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	# Create a new DSN record in the ODBC Data Source Administrator that will allow the CMS System to communicate directly with UPS WorldShip. This is found by clicking the Windows Start button, then Settings, Control Panel, Administrative Tools, and then Data Sources (ODBC).		# Create a new DSN record in the ODBC Data Source Administrator that will allow the CMS System to communicate directly with UPS WorldShip. This is found by clicking the Windows Start button, then Settings, Control Panel, Administrative Tools, and then Data Sources (ODBC).
	#* Once opened, select the System DSN tab, and then click the Add button.		#* Once opened, select the System DSN tab, and then click the Add button.
	#* Select Adaptive Server Anywhere 8.0, and then select Finish.		#* Select Adaptive Server Anywhere 12.0, and then select Finish.
	#* On the ODBC tab, enter '''CMSPackages''' for the Data source name, paying close attention to this CASE SENSITIVE name. It is important that this DSN be named exactly as it must match up with an existing UPS WorldShip map.		#* On the ODBC tab, enter '''CMSPackages''' for the Data source name, paying close attention to this CASE SENSITIVE name. It is important that this DSN be named exactly as it must match up with an existing UPS WorldShip map.
	#* On the Login tab, enter '''cmsuser''' for the User ID and Password. The Password field will display only asterisks.		#* On the Login tab, enter '''cmsuser''' for the User ID and Password. The Password field will display only asterisks.

Russ horton: /* Keyed Import Method */

2012-05-24T22:34:21Z

Keyed Import Method

← Older revision		Revision as of 22:34, 24 May 2012
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	To import from a given CMS database, simply click Import/Export Data->Keyed Import->''<mapping_name>'' (if you haven't imported from a given company before, you'll need to select Other... and pick the mapping from the resulting popup.		To import from a given CMS database, simply click Import/Export Data->Keyed Import->''<mapping_name>'' (if you haven't imported from a given company before, you'll need to select Other... and pick the mapping from the resulting popup.

			===Field Mappings===
			====CMSPackagesExport====
			Field mappings used by Worldship to write back shipped package data to CMS's External_Shipping table.

			*Shipment Information::Service Type <-> EXTERNAL_SHIPPING::UPS_SHIPMETHOD
			*Package::Weight <-> EXTERNAL_SHIPPING::WEIGHT
			*Package::Tracking Number <-> EXTERNAL_SHIPPING::TRACKING_NUMBER
			*Package::Package Reference Charge <-> EXTERNAL_SHIPPING::COST
			*Package::Reference 1 <-> EXTERNAL_SHIPPING::PACKAGENUMBER

	=Setting up UPS Auto Import XML=		=Setting up UPS Auto Import XML=

	For information on this please visit http://wiki.newhavensoftware.com/index.php/UPS_Shipping_XML		For information on this please visit http://wiki.newhavensoftware.com/index.php/UPS_Shipping_XML

Russ horton: /* Overview */

2011-01-10T19:41:43Z

Overview

← Older revision		Revision as of 19:41, 10 January 2011
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	*Keyed Import method - The most commonly used. This connects Worldship to your CMS database so you can type or scan in a CMS package number in Worldship and it will retrieve the necessary package information from your CMS database. CMS can either pass the weight of the package to Worldship, you can have an electronic scale attached, or you can key in the weight into Worldship. For fast and accurate shipping we recommend using with an electronic scale. (Be sure to discuss with your UPS rep if you need a scale or any other hardware for shipping since they have technology allowances for most UPS shippers where they will pay for or provide a certain amount of hardware.)		*Keyed Import method - The most commonly used. This connects Worldship to your CMS database so you can type or scan in a CMS package number in Worldship and it will retrieve the necessary package information from your CMS database. CMS can either pass the weight of the package to Worldship, you can have an electronic scale attached, or you can key in the weight into Worldship. For fast and accurate shipping we recommend using with an electronic scale. (Be sure to discuss with your UPS rep if you need a scale or any other hardware for shipping since they have technology allowances for most UPS shippers where they will pay for or provide a certain amount of hardware.)

	*XML Integration method - Our newest and most efficient integration. All shipping is done from the Manifest screen in CMS in a similar keyed import style as above. With this integration method CMS is able to "push" the package information to Worldship and tell it to print a label. This integration is identical to the Endicia integration for USPS shipping so your shipping staff has only one program and procedure to learn. The XML integration handles multiple package shipments much more efficiently as well.		*XML Integration method - Our newest and most efficient integration. All shipping is done from the Manifest screen in CMS in a similar keyed import style as above. With this integration method CMS is able to "push" the package information to Worldship and tell it to print a label. This integration is identical to the Endicia integration for USPS shipping so your shipping staff has only one program and procedure to learn. The XML integration handles multiple package shipments much more efficiently as well.
	*Export - This was the earliest version of integration and ~~for most companies~~ is ~~not a good choice any~~ longer. This method ~~requires~~ adding packages to the manifest and then exporting them in a batch to Worldship. Worldship can then print those labels in a batch as they are imported or one by one in a keyed import style. This style requires matching labels to packages after printing instead of immediately printing an individual label as the package is handled.
			*Export - This was the earliest version of integration and is no longer supported as of version 7.0. This method required adding packages to the manifest and then exporting them in a batch to Worldship. Worldship can then print those labels in a batch as they are imported or one by one in a keyed import style. This style requires matching labels to packages after printing instead of immediately printing an individual label as the package is handled. This option is available only up to CMS version 6.0.3.

	=Keyed Import Method=		=Keyed Import Method=

Russ horton: /* Overview */

2010-12-28T17:25:27Z

Overview

← Older revision		Revision as of 17:25, 28 December 2010
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	When shipping via UPS you have several options available to automated the transfer of package information from CMS to UPS. Using one of these integration options will streamline your shipping procedures and keep your shipping staff from having to type in any address or package information. This article will describe the available methods and how to configure CMS and Worldship for that integration.		When shipping via UPS you have several options available to automated the transfer of package information from CMS to UPS. Using one of these integration options will streamline your shipping procedures and keep your shipping staff from having to type in any address or package information. This article will describe the available methods and how to configure CMS and Worldship for that integration.

	#Keyed Import method - The most commonly used. This connects Worldship to your CMS database so you can type or scan in a CMS package number in Worldship and it will retrieve the necessary package information from your CMS database. CMS can either pass the weight of the package to Worldship, you can have an electronic scale attached, or you can key in the weight into Worldship. For fast and accurate shipping we recommend using with an electronic scale. (Be sure to discuss with your UPS rep if you need a scale or any other hardware for shipping since they have technology allowances for most UPS shippers where they will pay for or provide a certain amount of hardware.)		*Keyed Import method - The most commonly used. This connects Worldship to your CMS database so you can type or scan in a CMS package number in Worldship and it will retrieve the necessary package information from your CMS database. CMS can either pass the weight of the package to Worldship, you can have an electronic scale attached, or you can key in the weight into Worldship. For fast and accurate shipping we recommend using with an electronic scale. (Be sure to discuss with your UPS rep if you need a scale or any other hardware for shipping since they have technology allowances for most UPS shippers where they will pay for or provide a certain amount of hardware.)
			*XML Integration method - Our newest and most efficient integration. All shipping is done from the Manifest screen in CMS in a similar keyed import style as above. With this integration method CMS is able to "push" the package information to Worldship and tell it to print a label. This integration is identical to the Endicia integration for USPS shipping so your shipping staff has only one program and procedure to learn. The XML integration handles multiple package shipments much more efficiently as well.
	#XML Integration method - Our newest and most efficient integration. All shipping is done from the Manifest screen in CMS in a similar keyed import style as above. With this integration method CMS is able to "push" the package information to Worldship and tell it to print a label. This integration is identical to the Endicia integration for USPS shipping so your shipping staff has only one program and procedure to learn. The XML integration handles multiple package shipments much more efficiently as well.		*Export - This was the earliest version of integration and for most companies is not a good choice any longer. This method requires adding packages to the manifest and then exporting them in a batch to Worldship. Worldship can then print those labels in a batch as they are imported or one by one in a keyed import style. This style requires matching labels to packages after printing instead of immediately printing an individual label as the package is handled.

	#Export - This was the earliest version of integration and for most companies is not a good choice any longer. This method requires adding packages to the manifest and then exporting them in a batch to Worldship. Worldship can then print those labels in a batch as they are imported or one by one in a keyed import style. This style requires matching labels to packages after printing instead of immediately printing an individual label as the package is handled.

	=Keyed Import Method=		=Keyed Import Method=

Russ horton at 17:25, 28 December 2010

2010-12-28T17:25:06Z

← Older revision		Revision as of 17:25, 28 December 2010
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	==~~== Setup and Integration~~ of UPS ~~WorldShip Shipping with~~ CMS ~~====~~		=Overview=
			When shipping via UPS you have several options available to automated the transfer of package information from CMS to UPS. Using one of these integration options will streamline your shipping procedures and keep your shipping staff from having to type in any address or package information. This article will describe the available methods and how to configure CMS and Worldship for that integration.

			#Keyed Import method - The most commonly used. This connects Worldship to your CMS database so you can type or scan in a CMS package number in Worldship and it will retrieve the necessary package information from your CMS database. CMS can either pass the weight of the package to Worldship, you can have an electronic scale attached, or you can key in the weight into Worldship. For fast and accurate shipping we recommend using with an electronic scale. (Be sure to discuss with your UPS rep if you need a scale or any other hardware for shipping since they have technology allowances for most UPS shippers where they will pay for or provide a certain amount of hardware.)

			#XML Integration method - Our newest and most efficient integration. All shipping is done from the Manifest screen in CMS in a similar keyed import style as above. With this integration method CMS is able to "push" the package information to Worldship and tell it to print a label. This integration is identical to the Endicia integration for USPS shipping so your shipping staff has only one program and procedure to learn. The XML integration handles multiple package shipments much more efficiently as well.

			#Export - This was the earliest version of integration and for most companies is not a good choice any longer. This method requires adding packages to the manifest and then exporting them in a batch to Worldship. Worldship can then print those labels in a batch as they are imported or one by one in a keyed import style. This style requires matching labels to packages after printing instead of immediately printing an individual label as the package is handled.

			=Keyed Import Method=
			==Setup==
	The following is a list of instructions for first-time setup of Worldship with CMS.		The following is a list of instructions for first-time setup of Worldship with CMS.

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	# Click Import/Export Data->Keyed Import, and select CMSPackages (if it's on the list). If it is not, then select More, and choose it from the resulting popup.		# Click Import/Export Data->Keyed Import, and select CMSPackages (if it's on the list). If it is not, then select More, and choose it from the resulting popup.

	=== Setting up multiple CMS companies/databases in WorldShip ===		== Setting up multiple CMS companies/databases in WorldShip ==
	# Follow the steps above to create the ODBC connections for CMSPackages and CMSPackagesExport.		# Follow the steps above to create the ODBC connections for CMSPackages and CMSPackagesExport.
	# Create one of each ODBC connection to each CMS database that will be exporting to & importing from WorldShip. '''Remember that these names will be case-sensitive!'''		# Create one of each ODBC connection to each CMS database that will be exporting to & importing from WorldShip. '''Remember that these names will be case-sensitive!'''
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	To import from a given CMS database, simply click Import/Export Data->Keyed Import->''<mapping_name>'' (if you haven't imported from a given company before, you'll need to select Other... and pick the mapping from the resulting popup.		To import from a given CMS database, simply click Import/Export Data->Keyed Import->''<mapping_name>'' (if you haven't imported from a given company before, you'll need to select Other... and pick the mapping from the resulting popup.

	=== Setting up UPS Auto Import XML ===		=Setting up UPS Auto Import XML=

	For information on this please visit http://wiki.newhavensoftware.com/index.php/UPS_Shipping_XML		For information on this please visit http://wiki.newhavensoftware.com/index.php/UPS_Shipping_XML

Luke steinmetzer at 16:19, 28 December 2010

2010-12-28T16:19:32Z

← Older revision		Revision as of 16:19, 28 December 2010
Line 41:		Line 41:

	To import from a given CMS database, simply click Import/Export Data->Keyed Import->''<mapping_name>'' (if you haven't imported from a given company before, you'll need to select Other... and pick the mapping from the resulting popup.		To import from a given CMS database, simply click Import/Export Data->Keyed Import->''<mapping_name>'' (if you haven't imported from a given company before, you'll need to select Other... and pick the mapping from the resulting popup.

			=== Setting up UPS Auto Import XML ===

			For information on this please visit http://wiki.newhavensoftware.com/index.php/UPS_Shipping_XML

Mike snyder: /* Setup and Integration of UPS WorldShip Shipping with CMS */

2010-01-04T19:53:53Z

Setup and Integration of UPS WorldShip Shipping with CMS

← Older revision		Revision as of 19:53, 4 January 2010
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	#* Select Adaptive Server Anywhere 8.0, and then select Finish.		#* Select Adaptive Server Anywhere 8.0, and then select Finish.
	#* On the ODBC tab, enter '''CMSPackages''' for the Data source name, paying close attention to this CASE SENSITIVE name. It is important that this DSN be named exactly as it must match up with an existing UPS WorldShip map.		#* On the ODBC tab, enter '''CMSPackages''' for the Data source name, paying close attention to this CASE SENSITIVE name. It is important that this DSN be named exactly as it must match up with an existing UPS WorldShip map.
	#* On the Login tab, enter '''cmsuser''' for the User ID and Password. The Password field will display on asterisks.		#* On the Login tab, enter '''cmsuser''' for the User ID and Password. The Password field will display only asterisks.
	#* On the Database tab, the Server name is the CMS Sybase Server Name, not the server’s Windows name. The default name is '''NHSDataServer'''. The Database name is the CMS database, which is usually your company name.		#* On the Database tab, the Server name is the CMS Sybase Server Name, not the server’s Windows name. The default name is '''NHSDataServer'''. The Database name is the CMS database, which is usually your company name.
	#* Select OK.		#* Select OK.