Installing external components
On the Lanham
& Associates, Inc. demo CD is an installation folder
"D:\Install\Install EShip External Components." This folder contains
several other folders with pieces of the
installation. In each folder is a
"readme.txt" file explaining what to do in this step.
4.1 Scales Communication OCX
4.2 Communicate with FedEx
"1
Internet Explorer and Service Packs".
"2
Virtual Java Machine".
"3
FedEx Server API"
"4.2
FedEx 6.80.003 Communication OCX"
"5
Edit config.ini"
"7 Reboot
System"
4.3 Sending E-Mails
"E-Mail Sending OCX".
4.4 Printing reports with barcodes.
Note: Online
help is available for all Attain version of E-Ship. The Online Help is placed
on
our FTP-Site and can be downloaded directly from
E-Ship Setup or E.D.I. Setup.
Setting up data in E-Ship
To make the
installation of E-ship simpler a Tool Box has been created. The toolbox will
handle a lot of the data setup
and modifying of the data in the customers database. The
toolbox consists of some objects in the range 70700
to 70749.
The setup
toolbox will only setup one location. If additional locations have to be setup
it
will have to be done after
running the toolbox. Trying to setup multiple locations at one
time will cause data to be wrong in the Packing
Station table.
Running the SE Tool
Box
Run the Form "70706 SE Toolbox Menu".
To setup E-Ship select the E-Ship Standard Setup
menu item.
Create default
Shipping Data
This function
creates the Shipping Setup, Packing Station and other basic tables for EShip. It
also creates some demo data that is nice to use as templates when customizing
the setup later. It will be asked if
the Bill of Lading granule 14000780 has been purchased. This is to enable the application in E-Ship.
Import UPS Data
When this
function is selected you will be asked to select or create the shipping agent used for UPS shipments. When that
is done the Dataport to import the rates will be opened.
The UPS rates
can be downloading. In this Dataport a filter is required on the From State
field. This will allow a correct clean-up of old rates when importing. If the
filter is not added the import will delete all UPS rates in the database.
Create UPS Tagless
COD Option Page
To send tagless
COD’s in UPS the Tagless COD field on the E-Ship Agent Services UPS
Option Page must always be set.
This can also be used for setting international Terms of Sale and other required fields.
Create UPS Shipping
Agent Account
This will show
the UPS Shipping Agent Account. The UPS Account number should be entered and
the additional information on all the tabs reviewed.
Many of the fields default to
values that probably will have to be changed for the way the Company is doing their business.
On the Functions button it is
possible to open the UPS website with the information about the current Fuel Surcharge.
The Manifest tab contains some fields
with information from Lanham & Associates, Inc. about the Book and Page No. and
the password for the upload web-site. The field Manifest Version should normally
be set to the last option.
The last tab is for the Shipping
Bill Information. This is intended for creating a shipping bill invoice directly from the imported UPS bill.
Import FedEx Data
The workflow
will take you through selecting what Shipping Agent is used for FedEx.The import of FedEx data is very
simple and the file " FedEx All SHIP3.20.40.txt" can be found on the Lanham &
Associates, Inc. Demo CD in the D:\Install\SE Toolbox\DemoData folder.
Create FedEx Shipping
Agent Account
The FedEx Shipping
Agent Account form is opened and the information for the FedEx account should be filled in.
It is very
important to set the Test Status to Live. Otherwise the packages will be
shipped
on the test server and FedEx will
not consider the information as real shipments. The last tab is for the
Shipping Bill Reconciliation where the vendor information can be entered.
Register FedEx
Account
Before this step
is run all the Internet Explorer, Java, FedEx and OCX components must
be installed. It means step 1, 2,
3, 4.2, 4.3, 4.4, 5 and 7 must be completed.
The FedEx
Registration form is opened and the FedEx account should be selected. This
should fill in the required
information. This address is where the shipments originated. FedEx uses the
combination of FedEx Registration and Account No. to rate the package.
When the registration has been
submitted the response will be something similar to this.
Import Airborne Data
Before selecting
this menu item the rate files from Airborne should be downloaded. Go to
DOS prompt and type:
ftp ecportal.airborne.com
You will be prompted for :
Remote ID:
Password:
Once you have signed on type
prompt, this will turn prompting off then type mget *.
All of the files will be
downloaded.
Select the Import Airborne Data
menu item.The list of Shipping Agents will be shown.
Create or select the Shipping
Agent that is used for airborne. After that the files that were downloaded from Airborne will be
imported one at a time. The files have names with a specific beginning. When opening
the Dataport the expected filename will be displayed as a message. The Dataport should run fast none
of them are taking over 1 minute. Some of the files may not exist depending on the
services used. The last file SRIDDUx.xxxx will only exist if the At Home service is
used.
Create Airborne
Shipping Agent
To create the
Airborne Shipping Agent Account go to the Shipping & Receiving Menu, Setup, Airborne, Airborne
Shipping Agent Account. Choose Account, Trading Partner IDs.
Highlight the account number then
go to Functions, Create Shipping Agent Account.
Go to the Airborne Shipping Agent
Account card that was created and fill in the Upload User ID and Upload Password.
Go to the Misc. Charges tab and
fill in any miscellaneous charges that apply to your system.
Import Labels
If the Granule
14000790 Label Formatter has been purchased the demo labels can be imported
from the Lanham & Associates, Inc. Demo CD.
Create Default E-Mail
Setup
This will create a default setup
for E-Mail. If the Granule 14000820 E-Mail has not been purchased this should
not be run since it will enable features that will give permission errors later.
Import E-Mails
If the Granule
14000820 E-Mail has been purchased the demo e-mails can be imported from the Lanham & Associates,
Inc. Demo CD.
Set Pack
Field on Sales Orders
The
field "Pack" must be set before an item or resource is considered for
packing. If the
field is not set it
will not be possible to pack anything from the order. This field will normally be set when
a sales line with the type item is inserted or a resource line with the field
"Pack" on the resource is set.
Modify
Country Codes
On
the "Country" table some fields are added that are used for
controlling international
shipping. To make it
easier to set the fields correctly this menu item is added. If the "Code" and
the "Name" are identical to the name in standard Navision the other country codes will be set
automatically.
If
the country codes are not standard a list of the ISO Country Code can be found
here.
http://www.unece.org/cefact/rec/rec03/rec03_1996_96trd201.pdf
Before anything can
be shipped to a country the 2 digit country code must be filled out. This can also be used
to disallow shipping to certain countries with some carriers.
Create User Roles
(E-Ship, E-Mail and E-Receive)
This will create
User Roles for the different user type in E-Ship. Following groups are
created.
Group ID Name
EMAIL-RECEIVERS Required for
E-Mail List Entry
EMAIL-SETUP Required for setting
up E-Mail
ESHIP-ALL Required for all user
ESHIP-PACK-ENTRY Required for
packing in E-Ship
ESHIP-PACK-POST Posting packages
in E-Ship
ESHIP-REC-ENTRY Required for
receive in E-Ship
ESHIP-REC-POST Posting receives
in E-Ship
ESHIP-SETUP Required for setting
up E-Ship
ESHIP-SUPER Super user EDI,
E-Ship, E-Mail
To be able to
lookup data from E-Ship all users are required to have the E-SHIP-ALL
User Role. After the User Role
has been created it will be possible to automatically add the Role to all users, by
answering yes to the question.
Create Default
Receiving Data
If the Granule
14000850 E-Receive has been purchased then E-Receive can be setup using this
menu item.
Setting up additional
data
After the basic setup it will be required to customize the installation to the customers need.
Shipping Setup
Pack Detail Required
Scanning Preferences
Quantity and Rateshop
defaults
Zero Value Package
Value
FedEx API Version
Shipping Agent
Default E-Ship Agent
Services
Freight Charge
Accounts
Pack Detail Required
Markup
E-Ship Agent Service
Rate Shop
Rate Shop Bill of
Lading
Override Markup
UPS Hundred Weight
Min./Max.
Default Shipping
Agent Service (Attain Only)
Packing Station
Default Package
Description
Packing/Posting
Preferences
Printer Types
Scale Code
Allowed Commands
Phone No. to use If
Blank
Scale Interface
Change baud rate,
parity, data bits and other setting.
The menu item Scale,
Get Scale Weight (F9) can be used for testing the settings.
Packing Rule
Additional rules
required for other partners.
Pack Detail Required
Labels and UCC128
settings
Bill of Lading
requirement
Standard Option Setup
Allow easy scanning
of Oversized, dimensions and other package properties.
Override values in
the package.
Possible to add lines
to package.
Can add a whole set
of commands to on command.
E-Ship Tracking Code
Serial and Lot number
requirement
Expiry and Warning
Date
Transfer to Sales
Order/Purchase Order
Company Information
COD Return Address
Payment Terms
COD and COD Cashiers
Check
User Setup
Packing Station
Receive Station
UPS Export Codes
Mapping
COM/LPT ports on Citrix
To
make it easier to map a COM-port on Citrix two menu items have been added in
the
setup menu. These
will run the required command "net use COM1 \\Client\COM1:".
This only works with
Citrix. Windows 2000 Terminal Server are not supporting COM-port mapping.
The
printer port is not mapped with Windows 2000 Terminal Server directly. This is causing problems
using the label printers. It is recommended to use Citrix where the LPT-port will be
mapped directly through Citrix.
Using a printer
connected with USB with E-Ship
1: Install the
printer driver and print a test page.
2: Share the printer
as “ESHIP”
3: use following
command “net use LPT2: \\%ComputerName%\ESHIP /persistent:Yes”.
Setting up FedEx on
Citrix
When installing
the FedEx interface with a Citrix server there is some permission problem with users not being
Administrator starting to appear in the later version. To fix this problem the following
can be done. The FEDEXAPICLIENT.DLL needs to be in the Navision/client
directory and it needs to give full permissions to two files "YATT.LOG" in the
system32 directory and "CLIENT.LOG" in the winnt directory.
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