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FedEx Ship Manager ® Software New Features Guide Version 3000 New Features Guide v.3000

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Page 1: FedEx Ship Manager® Software New Features Guideimages.fedex.com/us/software/pdf/FSM_NewFeatures_v3000.pdf · New Features Guide v.3000 2 Welcome . Congratulations! You are one of

FedEx Ship Manager® Software

New Features Guide Version 3000

New Features Guide v.3000

Page 2: FedEx Ship Manager® Software New Features Guideimages.fedex.com/us/software/pdf/FSM_NewFeatures_v3000.pdf · New Features Guide v.3000 2 Welcome . Congratulations! You are one of

New Features Guide v.3000 2

Welcome Congratulations! You are one of the first customers to take advantage of the newest version of FedEx Ship Manager® Software, v.3000.

As a current user, you already know how FedEx Ship Manager Software makes shipping, tracking and billing more efficient — whether you are on the shipping dock, in the administration office or in the accounting department. But no matter how your business uses FedEx Ship Manager Software, there are improvements in v.3000 that will help you process shipping more easily, quickly, and conveniently.

From enhancements to common tasks to upgrades in operating efficiencies, FedEx Ship Manager Software, v.3000 will improve your day-to-day shipping experience. Enclosed are details about the latest new features. If you have any questions or comments about the new version or need assistance, refer to the “Before You Begin” section on page 3 to contact the FedEx Help Desk.

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New Features Guide v.3000 3

Before You BeginInstalling FedEx Ship Manager Software v.3000You must be running FedEx Ship Manager Software v.2704 or higher to upgrade to v.3000. During the installation of FedEx Ship Manager Software, turn off any virus protection or firewall programs on your PC. These programs may interfere with the installation. Close all other open files and programs before installing the software.

Minimum System and Hardware Requirements • Intel® Core 2 Duo® recommended (Intel® Pentium 4, 1.7 or

higher GHz minimum)• 2 GB RAM recommended (512 MB RAM minimum)• 2 GB disk space recommended (1 GB minimum)• Desktop Versions:

o Microsoft® Windows® Vista® (Service Pack 2)o Microsoft® Windows® 7 (Service Pack 1)o Microsoft® Windows® 8o Microsoft® Windows® 8 Proo Microsoft® Windows® 8 Enterpriseo Microsoft® Windows® 8.1o Microsoft® Windows® 8.1 Proo Microsoft® Windows® 8.1 Enterpriseo Microsoft® Windows® 10o Microsoft® Windows® 10 Proo Microsoft® Windows® 10 Enterprise

• Server Versions:o Microsoft® Windows® Server 2008 (Service Pack 2)o Microsoft® Windows® Server 2008 R2 (Service Pack 1)o Microsoft® Windows® Server 2012 (Standard Edition)o Microsoft® Windows® Server 2012 R2 (Standard Edition)

• FedEx Ship Manager® Software is compatible with 32-bit and64-bit operating systems

• LAN or DSL internet access recommended*• 4XCD-ROM or higher (CD-Writer recommended for

Backup/Restore)• Microsoft® Internet Explorer® v. 8.0• Available port if you are using thermal printer• Laser and/or inkjet printer for reports and labels• Screen resolution of 1024 x 768 pixels recommended (screen

resolution of 800x600 pixels minimum)• Adobe® Reader 8.1 or higher

*FedEx Ship Manager® supports dial-up access for basic shipping functions only.

Technical Support In the U.S. and Canada, 1.877.339.2774.

Help Links Select Help Topics from the Help drop-down menu or click underlined (hyperlinked) field names.

FedEx Bulletin Board Select Service Bulletin Board from the Utilities drop-down menu to view messages from FedEx.

FedEx Website For the latest information about FedEx, click fedex.com at the top of the FedEx Ship Manager Software screen to go to the FedEx website. Then, click on any link to explore the latest features and news from FedEx.

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New Features Guide v.3000 4

Highlights

FedEx Ship Manager Additional Enhancements

Hold at FedEx Location Canada

Reclassification of Clearance Entry Fee (CEF)

Support for Windows® 10 Operating System

User Experience Enhancements for Canada

Ground Call Tag Preference

Estimated Delivery Notification

Dimensions Preference Enhancement

FedEx Ship Manager Tutorials

Enhanced Connectivity Test

Display Dimensional Weight

Link to fedex.com Online Supplies

Imperial or Metric Units for Weight/Dimensions Type

Customized End of Day (EOD) Close Report Additional

Document Types for Electronic Trade Documents

(ETD) Uploads

FedEx Ground Human Readable Barcode

Enhancement Multi-Weight Report Enhancement

Electronic Export Information (EEI) / Foreign Trade

Regulations (FTR) Exemption enhancement

Signature Options Expansion

Tax ID in Commercial Invoice

Batch Shipping and Hold File Enhancement

FedEx International Priority DirectDistribution®, FedEx

International Economy DirectDistributionSM, FedEx

International Priority DirectDistribution Freight®

Clearance Document Enhancement

FedEx Integration Assistant Enhancements

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Integration Automatic Shipping

Option to Use Stored Procedure

Auto-generate Export

Autoload Conversions

Conditions for Export

Text File Path Change Enhancement

Import Multiple Piece Shipment

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Table of Contents

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FedEx Ship Manager Software v.3000 Highlights

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FedEx Ship Manager Highlights

FedEx Ship Manager Software v.3000 Overview FedEx Ship Manager Software v.3000, with its new time-saving and effort-saving enhancements, provides you with new tools to improve your shipping experience. The speed of v.3000 is high and gives you better and effective control over your shipping process.

Hold at FedEx Location in Canada provides the Hold at FedEx Location lookup functionality to all FedEx Express locations, where this

EF)

Ground Call Tag Preference helps avoid the 2-step process of creating and uploading theGround Call tags and mitigate the risk involvedin the manual upload of the Ground Call tags.

service is available.

Reclassification of Clearance Entry Fee (Cprovides the ability to bill the CEF and

New Features Guide v.3000 5

associated taxes along with duties and taxes to the shipper, recipient or third party. The applicable Clearance Entry Fee is displayed on the shipper’s courtesy rate quote only if the shipper is the payer of duties and taxes.

Support for Windows® 10 Operating System allows migration to the latest Microsoft®

operating system.

User Experience Enhancements for Canada include an additional rate-quote option for single-piece shipping as well as access to the commodity database by both Shipment Content (Insight) and Commodity/Merchandise.

Dimensions Preference Enhancement enables you to set Dimensions as a required field within the Domestic and International shipping profiles.

FedEx Ship Manager Tutorials serve as short, self-paced learning tutorials. It explains the complex functions such as processing shipping commodities, completing Consolidated Commercial Invoice (CCI) and so on.

Enhanced Connectivity Test allows connectivity testing to additional FedEx backend systems.

Estimated Delivery Notification offers greater transparency into your shipment delivery so you can plan better.

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FedEx Ship Manager Additional Enhancements Display Dimensional Weight displays the dimensional weight for the given package and provides transparency on the weight that will get applied on your shipment or package.

Link to fedex.com Online Supplies helps you log on directly to the fedex.com Online Supplies application from the FedEx Ship Manager desktop application.

Imperial or Metric Units for Weight / Dimensions adds Pounds (LBS), Kilograms (KGS), Cubic Feet (CFT) and Cubic Meters (M3) as metric options for weight or dimensions on the less than truckload (LTL) Freight and Returns profile user interface screens.

Customized End of Day (EOD) Close Report allows you to customize the End of Day (EOD) report printing operation to specific reports and avoid unnecessary printing of all the reports.

Additional Document Types for ETD Uploads allows you to choose Microsoft®

Office 2010 Word (Docx) and Excel (Xlsx) documents as additional supported document types for Electronic Trade Documents (ETD) uploads.

FedEx Ground Human Readable Barcode on labels is now encrypted.

Multi-Weight Report Enhancement helps generate a more detailed and customized report that contains a breakdown of different surcharges, such as Multi-Weight Fuel Surcharge, Multi- Weight Goods and Services Sales Tax (GST Charge), Multi-Weight Harmonized Sales Tax (HST surcharge), and Multi-Weight Canadian Tax (PST Charge).

Commercial Invoice Font Size Update increases the font size in the commercial invoice so that the content is more legible.

Electronic Export Information (EEI)/Foreign Trade Regulations (FTR) Exemption Enhancement includes support for 2 important EEI/FTR exemption types ‘NO EEI 30.37(q)’ and ‘NO EEI 30.37(r)’.

New Features Guide v.3000

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Signature Options Expansion closes the signature delivery options gap in the FedEx Express and FedEx Ground international parcel portfolio by providing international and domestic shippers with the following signature options

No Signature Required (NSR): FedEx will not require a signature upon delivery.

Indirect Signature Required (ISR): FedEx will obtain a signature in one of three ways:1. From someone at the delivery address.2. From a neighbor, building manager orother person at the neighboring address.3. The recipient can sign a FedEx door tagauthorizing release of the package withoutanyone present.

Direct Signature Required (DSR): FedEx will obtain a signature from someone at the delivery address or reattempt delivery the following business day if no one is at the address.

Adult Signature Required (ASR): FedEx will obtain a signature from any person of the age of majority, country specific, at the delivery address.

Note: The Signature Option is located at the bottom left under the Ship tab’s Options tab, or from the Shipment information drop down’s Signature Options under Multiple Piece Shipments.

Tax ID in Commercial Invoice allows printing of additional information such as Tax ID on the Commercial Invoice for LTL Freight shipments.

Batch Shipping and Hold File Enhancement enables you to analyze failed shipments from the previous batch by including Error ID description as a new option in the Export Template dialog. You can export a list of failed shipments into an Excel file, simplifying the way the team members can communicate while analyzing and resolving errors.

FedEx International Priority DirectDistribution®, FedEx International Economy DirectDistributionSM , FedEx International Priority DirectDistribution Freight® Clearance Document Enhancement makes FedEx International Priority DirectDistribution, FedEx International Economy DirectDistribution and FedEx International Priority DirectDistribution Freight shipments compliant with Canada Border Services Agency regulations by making the commodity data available electronically and collecting additional required data. This helps you avoid penalties and facilitates continued shipping for these shipments into Canada.

New Features Guide v.3000

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FedEx® Integration Assistant Enhancements Integration Automatic Shipping provides a profile option for you to setup automatic shipping for your integration. When using this option you can select how often you want FedEx Ship Manager to check your data source for new shipment data. If available, it will automatically populate new shipment records into FedEx Ship Manager, rather than the user having to manually run the profile with each update.

Option to Use Stored Procedure When creating or editing a profile, you can now use a stored procedure to query your data and provide FedEx Integration Assistant the tables and data mappings rather than you having to manually update the data source and re-map to the FedEx Ship Manager fields within FedEx Integration Assistant when changes occur within your data source tables and fields.

Auto-generate Export simplifies the export setup process by adding the option to auto- generate a CSV/text file upon export from FedEx Ship Manager, rather than requiring data mapping or conversions. When using this option, FedEx Integration Assistant will create a comma delimited text file and send to the file selected within your database.

Autoload Conversions feature enables you to automatically load the FedEx Ship Manager conversion values during import and export. This eliminates the need to manually set each conversion value when creating and editing your import and export profiles in FedEx Integration Assistant.

Conditions for Export lets you create conditions for your data to be applied during export from FedEx Ship Manager. This currently exists for import profiles and is now available within export functionality.

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Text File Path Change provides the ability to change the path of a text file in a saved profile without deleting the existing profile data mappings and profile selections or requiring a new profile to be created.

Import Multiple-Piece Shipment The ability to import multiple-piece shipments, is currently available for single piece or single edit shipping and has now been extended to batch shipping, allowing you to import non-identical MPS shipments.