UPS WorldShip and other Freight Software

EvoERP Help System Overview
1

UPS WorldShip and other Freight Software

First, make sure ODBC data sources are configured properly as described here.

Files and Fields

To pass shipping information to the freight carrier software you will need to query the BKARINV table in the appropriate company. To pass the tracking info back to Evo-ERP you will need to create a record in the ISSOBOX table. UPS WorldShip only supports creating records, not editing existing records.

Sending Data To the Freight Software

Query BKARINV where BKAR_INV_RTS='Y' to process a batch of released orders or have a user enter a Sales Order Number to find a specific record using BKAR_INV_SONUM to process a single entry.

Pull the following fields in to the freight carrier software:

  • BKAR_INV_SONUM Sales Order Number (Numeric 6)
  • BKAR_INV_SHPCOD Ship to Customer Code (Alpha 10)
  • BKAR_INV_SHPNME Ship to Customer Name (Alpha 30)
  • BKAR_INV_SHPA1 Ship to Address Line 1 (Alpha 30)
  • BKAR_INV_SHPA2_1 Ship to Address Line 2 (Alpha 30)
  • BKAR_INV_SHPA2_2 Ship to Address Line 3 (Alpha 30)
  • BKAR_INV_SHPCTY Ship to City (Alpha 26)
  • BKAR_INV_SHPST Ship to State (Alpha 2)
  • BKAR_INV_SHPZIP Ship to Zip/Postal Code (Alpha 10)
  • BKAR_INV_SHPCNT Ship to Country (Alpha 30)
  • BKAR_INV_SHPVIA Shipping Method (Alpha 15) (Make sure you have defined Shipping Methods using SM-Q and have the default set for Control Ship Via Codes set to Y or R so there is a control of the syntax of Shipping Method if you are going to use the Shipping Method field instead of manually prompting the user.)

Writing Back to Evo-ERP

Create a record in ISSOBOX with the following:

  • ISSO_BOX_SONUM Sales Order Number (Numeric 6)
  • ISSO_BOX_FRGHT Freight Charge (Numeric 10.2)
  • ISSO_BOX_TRACK Tracking Number (Alpha 40)
About the System Overview category
2

Just an FYI, we also use BKARCUST:BKAR_EMAIL_1 to send the customer email notifications directly from UPS Worldship using Quantum View Notify which gives them a direct link to track the shipment as soon as you do End of Day. Of course, this means that you need to have the email address that should get notifications in that particular field.

3

Assuming a Single SO process, is there a required order or status of the SO for this to happen? Or does is not matter as long as it happens before the SO is Invoiced?

Our normal process is:

  • Release SO (main page)
  • Enter package details in UPS (using Import Map on SO #), get cost, print label
  • Go back to SO-E second page, enter the Freight amount
  • Print Pack Slip
  • Process CC charges with SO-Hook program (which charges the SO total including Freight)
  • Print Invoices

I am envisioning using this process:

  • Enter package details in UPS (using Import Map on SO #, with pass-back to ISSOBOX), print label
  • Release SO (freight and tracking will already be entered on second page)
  • Print PL, etc

Is this right?

4

Two things I’ve learned.

  1. This is a Batch-Only process. Which is a bit of a pain for us, but surmountable.
  2. HOWEVER, it appears that it can only be run on “completed” shipments, meaning that you must run End of Day first.

Unless I didn’t do something right - I tried to run the export and it said there were 0 shipments (I had selected “today” as the date to export).