Traverse Shipping Setup

Some set up within Traverse is required prior to using the Shipping Interface solution. Make sure you have set up the integration profiles in UPS WorldShip or FedEx Ship Manager.

System Manager Business Rules

  1. Open the Business Rules function from the System Manager, Company Setup menu.
  2. Set the SM business rule for Allow Web Features to 'Yes' if you want the View Map button (see Company Information ‐ Defaults Tab for more information) and the Online Shipment Tracking function to be available.

NOTE: You must have Internet access to use these features. If you don’t have Internet access or prefer that your users not access these features, do not select 'Yes'.

Accounts Receivable Shipping Method Codes

Use the AR Shipping Method Codes function to set up the tracking web sites for your UPS and FedEx tracking numbers.

Open the Shipping Method Codes function from the Accounts Receivable Setup and Maintenance menu.

  1. Click the New Record button on the toolbar. A blank record appears at the bottom of the list.
  2. Enter a new shipping method code.
  3. Enter the code description. The description appears in the Ship Via field on the Transactions, Recurring Entries, and Ship‐To Addresses screens and prints on invoices and credit memos.
  4. Check the Online Tracking box if you want this shipping method code to be searchable to the web when a shipment number is entered into the Ship‐To tab on Sales Orders.
  5. Enter the Path used to access the associated shipper’s Internet tracking website.
    • For UPS copy and paste this URL:

      http://wwwapps.ups.com/WebTracking/processInputRequest?HTMLVersion=5.0&sort_ by=status&tracknums_displayed=5&TypeOfInquiryNumber=T&loc=en_US&AgreeToTer msAndConditions=yes&InquiryNumber1=?

    • For FedEx copy and paste this URL:

      http://www.fedex.com/Tracking?action=track&tracknumbers=

  6. In the Additional1 and Additional2 boxes, enter search variables. These search variables define how the shipper’s website is built to display the tracking information. Use the website to enter a site to locate, then examine the resulting URL to identify the variables used by that site. You should not change these variables unless the website changes how it builds pages.
  7. Enter a Holding Character, if necessary. The holding character is the special character used as a placeholder.
  8. To test the mapping program, click Test at the right of the screen. Enter a Tracking Number into the field on the window that appears and click the Test button. Traverse uses this information, combined with the shipment tracking number you enter in the sales order, to automatically open the shipping company’s website to track order shipments when you use the SO Order View function on the Sales Order Interactive View menu. You must add the Shipment Number to the view using the Column Chooser.
  9. If Service Code is not in the grid, add it using the Column Chooser. For each appropriate shipping method, pick the matching service code. These codes correspond to the service type values that UPS and FedEx use to differentiate between Ground, 2nd Day, Air, etc.

TESTING THE INTERFACE WITH UPS WORLDSHIP® OR FEDEX SHIP MANAGER®

Make sure you have set up the integration profile in UPS WorldShip or FedEx Ship Manager.

  1. In Traverse, create a new sales order, setting the freight terms to the desired selection.
  2. Print the Picking List of a new order.
  3. Switch to UPS WorldShip® or FedEx Ship Manager®.
  4. In the Enter Import Key: or Lookup dialog box, type the full Sales Order number, including leading zeros (you can copy and paste the order number from Sales Order). Press enter on your keyboard (or click OK). This should pull in the ship-to address information for that sales order.
  5. Process the shipment as normal.
  6. After the label prints, switch back to Traverse and in Sales Order entry, select the order you just processed. Click Update and click the Import Shipping button on the toolbar.
  7. Verify the information on the new Shipping Details tab and in the Totals tab. If 'A' was selected for Freight Terms, the freight will show up in both sections, along with another custom field, Freight Cost, that will keep up with the freight charges regardless of whether you charge the customer or not.
  8. If all was successful, delete the sales order in Traverse and void the order in UPS WorldShip® or FedEx Ship Manager®.
  9. Congratulations! You are now ready to process shipments with Traverse integration!