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FREIGHT MANAGEMENT INTERFACE

Table of Contents

FREIGHT MANAGEMENT INTERFACE ........................................................................ 1

SECTION I- ..............INTERFACING WITH ZIP CODE TABLES ........................................................... 3 OVERVIEW- ..........WORKING WITH CITY, STATE AND ZIP TABLES .............................................. 3 CNTRYM- .............COUNTRY CODE TABLE ..................................................................................... 4 FMCNTRY- ...........COUNTRY CODE TABLE ..................................................................................... 5 STATEM- ..............STATE CODE TABLE ............................................................................................ 6 ZIPM- ....................ZIP CODE TABLE .................................................................................................. 7

SECTION II- .............INTERFACING WITH CARRIERS ........................................................................ 9 OVERVIEW- ..........WORKING WITH UPS, FEDEX, DHL CARRIER SYSTEMS ................................ 9 FLOW- ..................INTEGRATED SYSTEM OPERATION FLOW .................................................... 11 CFPM- ..................CUSTOMER FREIGHT PAYMENT INFORMATION ........................................... 12 FMCM- ..................FREIGHT MANAGEMENT CARRIER MASTER MAINTENANCE ...................... 14 FMI– .....................FREIGHT MANAGEMENT INTERFACE ............................................................. 17 FMIC– ...................FREIGHT MANAGEMENT INTERFACE CONTROL .......................................... 20 FMIR- ....................FREIGHT MANAGEMENT INTERFACE REPORT ............................................. 22 FPM- .....................FREIGHT PAYMENT METHOD .......................................................................... 24 SHIPFM ................FREIGHT TRACKING MAINTENANCE .............................................................. 26 SSFMI- ..................FREIGHT MANAGEMENT INTERFACE ............................................................. 27

Processing SWOG shipments - (Ship With Other Goods) ............................................................... 29 SVC- .....................SHIP VIA CODE MAINTENANCE ....................................................................... 31

SECTION III- .............USING THE FREIGHT ESTIMATOR .................................................................. 34 OVERVIEW- ..........OVERVIEW OF THE FREIGHT ESTIMATOR` ................................................... 34 FMSVM- ................FREIGHT MANAGEMENT SERVICE MAINTENANCE ...................................... 35 FMRM- ..................FREIGHT MANAGEMENT RATES MAINTENANCE .......................................... 37 FMCM- ..................FREIGHT MANAGEMENT CARRIER MASTER MAINTENANCE ...................... 39 FMFE- ...................FREIGHT ESTIMATE .......................................................................................... 41 FMCCM- ...............FREIGHT MANAGEMENT CHARGE CODES MAINTENANCE ......................... 42 FMLOAD ...............UPLOAD UPS DATA ........................................................................................... 43 FMSCM .................SERVICE CHARGES MAINTENANCE ............................................................... 44 FMSHM .................SHIPPER MAINTENANCE .................................................................................. 45 FMSVXM ...............SHIP VIA/SERVICE CROSS REFERENCE MAINTENANCE ............................ 47 FMZM ...................ZONES MAINTENANCE ..................................................................................... 48 FMZR ....................ZONES REPORT ................................................................................................. 49

Next Generation® Freight Management Interface

Release NGS-6.40 FMI - 2

Proprietary Notice This manual contains information which is proprietary to Munics Information Systems, Inc. and all rights are reserved. No part of this manual or its contents may be used or reproduced by any means without the express written permission of Munics Information Systems, Inc. Disclaimer of Warranty The material contained herein is subject to change without notice. Munics Information Systems, Inc. makes no warranty, express, implied or by description, regarding the information set forth herein. Munics Information Systems, Inc. does not guarantee, warrant or make any representation regarding the use of, or the results of the use of, the programs in terms of correctness, accuracy, reliability, currency or otherwise, and the purchaser relies on the programs and the results solely at his/her own risk. NEXT GENERATION® is a registered trademark of Munics Information Systems, Inc. Copyright 1987-2006 Munics Information Systems, Inc.



SECTION I- INTERFACING WITH ZIP CODE TABLES OVERVIEW- WORKING WITH CITY, STATE AND ZIP TABLES INTERFACING WITH ZIP CODE TABLES With the installation of your Next Generation Software system, you received a pre-loaded valid zip code table, a valid country table, and a valid state table for your use. These tables will help prevent errors that could occur during the shipment of goods. Carriers will penalize the shipping company with fines when the city, state, and zip code is inconsistent. This table will help minimize your errors and keep your files in sync with the U.S. Postal Service to avoid those costly fines. Once these tables are loaded onto your system, and the proper ACF options are turned on, you can begin taking advantage of this feature. The zip code table includes various information about the Postal Code, such as: City, State, Country (US), Preferred Indicator, Sort Group (if multiple entities exist for a zip code, the preferred will appear before the approved and before the not approved), Full City (up to 30 characters), City Abbreviation (up to 13 characters if full city exceeds 13 characters), and a few more internal fields. These tables are normally loaded during the upgrade to a new release. For the Zip Code Table, the ASCII file will be provided for the product ZIPList5 Max™ from www.zipinfo.com. If you want an update of the file more frequently, you can get a subscription through zipinfo.com and use the import option of the ZIPM program. The following logic applies to programs PM/CM/STM/VM/VRTM/QUOTE/ORDER/SHIP/BILL. When adding records, the system will prompt the zip code prior to the city, state and country (must have ACF option sys003 and/or sys003a set to a "1" to activate this feature). If no records are found, the user will be alerted to this but will be able to continue. If a single record is found for the zip code entered, the system will replace the city, state and country based on the zip code automatically. If multiple records are found (i.e. multiple cities are found with the same zip code), a window will appear allowing the user to select one of the records. The system will always verify whether the city/state/postal code combination is valid prior to the user accepting the record. If there is not a matching record, the following message will be displayed: "City/State/Postal Code Combination is Invalid - Press <Return>". There is a report in the ZIPM program (Exception View Format) that will assist you with synchronizing the data within several of the files on the system. This report will select records from the specified maintenance tables below where the city, state, zip code and country combination does not exist in the zip code table and allow you to make any necessary changes. • Customer Master Table (CM). • Ship To Table (STM). • Prospect Master Table (PM). • Vendor Master Table (VM) – main address plus remit to address. • Vendor Remit To Table (VRTM). Note that country will be used in the above exception selection based on ACF option sys009 being set to 1. If the ACF option is set to 0, the country will not be validated.

http://www.zipinfo.com/�



CNTRYM- COUNTRY CODE TABLE Introduction The country table contains valid country codes as maintained by the US Postal Service. The table name is "country" and contains the country id, the country description, an alias and two flags. The first flag "SELECTION" controls whether or not to show the country in the control "G" look list. The second flag "Validate" controls whether or not that the postal code should be validated in the zipc table using the Alias country ID. Procedure From the menu, enter "CNTRYM":

COUNTRY CODE Enter the Country code id COUNTRY DESCRIPTION

Enter the Country description

SELECTION If this field is set to 'Y' this country id will appear in the ctrl g country selection window. Programs that currently use this feature are PM, CM, STM, VM, VRTM, QUOTE, ORDER, SHIP, BILL.

VALIDATE If this field is set to 'Y' it will indicate that the postal code should be validated in the zipc table using the Alias country id. This feature would only be active in the following programs: PM, CM, STM, VM, VRTM, QUOTE, ORDER, SHIP, BILL.

ALIAS This field contains the country id that should be used when accessing the zipc table for postal code validation. Example: If "U.S.A." is in the country id, and if the alias is 'US' Then "US" will be used to validate the postal code.



FMCNTRY- COUNTRY CODE TABLE Introduction This maintenance program will relate any country code set up in the Next Generation™ System, to the country code that the shipping carrier maintains as their standard country code. The table has both the Next Generation™ country code and the carrier's country code. For example, if FEDEX uses the country code of CA for CANADA, you could still maintain CANADA in the country field in the CM table (Customer Master Table). All you would need to do is create a record in this table for FEDEX and in the "Our Country Code" field enter CANADA and in the "Carrier Country Code" field, enter CA. Procedure From the menu, enter "FMCNTRY":

CARRIER Enter a valid Carrier ID or use the drop down window for lookup. Carrier codes are

maintained in the FMCM program OUR COUNTRY CODE

Enter the Country Code maintained in the Next Generation system.

CARRIER COUNTRY CODE

Enter the Country Code this carrier maintains.



STATEM- STATE CODE TABLE Introduction The state table contains valid state codes as maintained by the U.S. Postal Service. The table name is "state" and contains the state id, the state description and the country where the state is located. Procedure From the menu, enter "STATEM":

COUNTRY CODE Enter the Country id or use the drop down window to lookup . STATE CODE Enter the state code. STATE DESCRIPTION

Enter the state code description



ZIPM- ZIP CODE TABLE Introduction

The Postal Code / City Maintenance program contains valid zip codes as maintained by the U.S. Postal Service. The table name is "zipc.

Procedure From the menu, enter "ZIPM"

POSTAL CODE CITY

If using any shipping system, validation is performed on this field. "N. City" must be entered as North City, "E City" must be entered as East City, etc.

STATE/PROVINCE Enter Postal State Code COUNTRY Enter Country PREFERRED Enter (P)referred, (A)pproved or (N)ot Approved. SORT GROUP 0 = preferred, 1 = approved, 9 = not approved CITY FULL Enter Full City Name CITY UPPER System maintains, display only. CITY ABBR 1 Enter City Abbreviation 1 CITY ABBR 2 Enter City Abbreviation 2 ZIP CODE TYPE Enter Zip Code Type values are 'P', 'U', 'M' or blank AREA CODE Enter Area Code COUNTRY FIPS CODE

Enter County FIPS Code

COUNTY Enter County Name TIME ZONE Enter Time Zone DST Enter Daylight Savings time flag LATITUDE Enter Latitude LONGITUDE Enter Longitude MSA Enter Metropolitan Statistical Area Code PMSA Enter Primary Metropolitan Statistical Area Code MARKET AREA Enter Market Area Code



IMPORT FLAG Display field only 'Y' = imported 'N' = not imported



SECTION II- INTERFACING WITH CARRIERS OVERVIEW- WORKING WITH UPS, FEDEX, DHL CARRIER SYSTEMS Munics Information Systems, Inc. offers two solutions to distributors who are looking to automate the freight processing for their business. The options that are available include: 1.Option one is an interface to a third party package such as the Clippership system provided by Evcor Distribution Plus or the Pitney Bowes System. These systems use a "screen scraper" concept and is designed to support multiple shippers and has the ability to handle "rate shopping" for the user. This system is a real time update of the freight costs back to our system. 2.The Second Option is for clients who wish to use a particular CARRIER's system (such as UPS, DHL, FedEx, etc.) for a majority of their shipments. Information is passed between the CARRIER's system and the Next Generation™ system on an order by order basis. The order information sent to the Carrier's system includes customer name and address, order number, etc. The information received from the CARRIER's system includes the tracking number, shipment weights, freight costs, etc. All manifest reporting is done under the CARRIER's system. The e-mailing of shipping confirmations can be accommodated if email address are captured in the Next Generation™ database. There are two methods of maintaining the e-mail shipping confirmation address. They may be built ahead of time by entering them into your system via a maintenance program or they can be entered during the entry of an order when speaking to your customer on the phone. The addresses, once entered, are then automatically sent to the CARRIER's system when you finish entering the order. Address can be stored permanently or they may be overridden on an order-by-order basis. When the CARRIER's PC system transmits the manifest to CARRIERS's mainframe, (usually at the end of the day), their program will read the e-mail address and automatically alert your customers of incoming shipments by sending them an E-mail Ship Notification. Other important fields have also been added to the data base, such as the customer's CARRIERS account number and third party billing account numbers which automatically get passed along to WorldShip. : •Acquire the CARRIER's system directly from them. This includes: a. Stand alone PC b. PC software. •Install a dedicated phone line for use with the CARRIER's system. This phone line is used by the CARRIER's PC system to upload shipping and manifest information to their mainframe computers. •Network card and applicable network software for the CARRIER's hardware. This network card is used to connect the PC to the Next Generation™. Server in a network environment. The CARRIER will generally supplies the network card. NOTE: The clients must have their own internal LAN to make this connection. •Network card for the Next Generation Server, if needed. •Cabling from the CARRIER's system to the Next Generation server or via the client's hub. •Installation of the CARRIER's hardware to the Next Generation hardware or via the client's hub by a certified network administrator. •A copy for each PC of IBM Informix ODBC client



Munics Responsibilities •Installation of the Informix ODBC client software (InformixODBC 2.81 TC3) •Supply and install visual basic script (mis_ups.vbs, mis_fedex..vbs). The script is called in when the UPS button is click. It is used to activate and populate the carriers import window with the order reference number.

•Supply and install the FTP server on the PC. The FTP Server is what transfers the data between the Munics' database and the carriers shipping software.



FLOW- INTEGRATED SYSTEM OPERATION FLOW At the start of each day do the following 1. On the Carrier's System (i.e. UPS, FedEx, DHL), power on the computer if it isn't already turned

on. After the computer has "booted", and Windows completes loading, double click on the ICON that has been set up for the Carrier's software. For UPS Worldship, click on the OnLine Connect, point to Keyed Import, then click on NextGen CSV Import.

2. On the Next Generation system, double click on the Munics ICON. Log in as ups, ups1, etc. for

UPS, fedex, fedex1, etc. for FedEx and dhl, dhl1, etc. for DHL. Enter the password. Then call up the program "SSFMI" or "SHIP".

Note: The following will run either out of the "SHIP" confirmation program or as a Stand alone system using the "SSFMI" program. During the day do the following for each order 1. On the Next Generation system, using "SHIP" or "SSFMI", scan or enter the order number that is

being shipped and hit the escape key. If in SSFMI, you will be entering a U for (U)pdate, if in SHIP you will be entering an "A" for (A)dd. If in the SHIP program, you will enter the information as you normally do, then "SSFMI" will be called automatically and bring you to the prompt for the number of packages in this shipment. Enter the number of packages and hit the "Enter" key then hit the "F12" key which will automatically switch you from the Next Generation system to the Carrier's shipping system.

2. On the Carrier's System (i.e. UPS, FedEx, DHL), verify the ship to name and address. Make any

changes as needed. Click the options folder as required. Verify the declared value. Verify the COD amount if applicable. Make changes as needed. Click the shipping folder. When done, hit 'F10'. Apply the shipping labels to the boxes. Switch back to Nextgen with Alt Tab. (Hold the Alt key down; hit the Tab key)

3. On the Next Generation system, enter 'S' to save the data. Repeat the above process for each

order you are shipping. Voiding a shipment 1. On the Carrier's System (i.e. UPS, FedEx, DHL), void the package(s) . 2. On the Next Generation system, run the program "SSFMI". Scan or enter the order number. Hit

the escape (Esc) key. Enter 'R' at 'Enter (U)pdate, (R)emove Shipment, …' Enter 'S' to select each tracking number or 'A' to select all tracking numbers. Enter 'R' to remove the selected tracking numbers.



CFPM- CUSTOMER FREIGHT PAYMENT INFORMATION Introduction This program is used to maintain or view the customer's freight collect or third party carrier account numbers; the carrier account number is used when the customer or a third party gets billed for the freight charges of a shipment. Procedure From the menu, enter "CFPM":

SOLD TO Enter a valid customer id or use the drop down window to lookup SHIP TO Enter a valid ship to id or use the drop down window to lookup

An entry of "ALL" in this field will serve as a default record for this customer. The system will use this record if there is not an exact match of customer and shipto id.

CARRIER Enter a valid carrier id or use the drop down window to lookup Carrier Id's are maintained in the FMCM program

RECEIVER ACCT # Enter the receiver account ACCT # Enter the 3rd Party account # NAME 3rd Party Name ADDR1 – ADDR 3 3rd Party Local Address



POSTAL 3rd Party Zip code CITY 3rd Party City name STATE 3rd Party State CNTRY 3rd Party Country ATTN 3rd Party Attention PHONE 3rd Party Phone # FAX 3rd Party Fax #



FMCM- FREIGHT MANAGEMENT CARRIER MASTER MAINTENANCE Introduction This program is used to maintain basic carrier information. For systems that maintain tracking numbers from various carriers, and have internet access, this is the table that stores the URL where the carrier keeps their detailed tracking information. The ship via code can be linked to this table via the carrier id field, which in turn has the carrier's URL defined in the "Tracking URL" field. When the user clicks on the tracking number within the Next Generation system, the program uses this field to retrieve the tracking information from the proper carrier. Procedure From the menu, enter "FMCM"

Fields that may be entered: CARRIER ID Enter the unique Carrier ID.

An example of the carrier ID would be "UPS" for United Parcel Service.

NAME Description of the Carrier ID.

ADDRESS 1,2,3 Address for the Carrier ID.

CITY City where the Carrier is located.



STATE State where the Carrier is located.

POSTAL CODE Zip Code where the Carrier is located.

COUNTRY Country where the Carrier is located.

ATTENTION Attention to Name for the Carrier ID.

PHONE 1,2 Phone number for the Carrier ID.

FAX 1,2 Fax number for the Carrier ID.

INTERFACE Will indicate if we interface with this carrier.

TYPE Valid types are: 1 UPS 2 FedEx 3 DHL 4 USPS

UNIT FOR DIMENSIONS

Example: Enter "IN" to indicate inches. Enter "CM" to indicate centimeters.

UNIT FOR WEIGHT

Example: Enter "LB" to indicate pounds. Enter "KG" for kilograms.

TRACKING URL To set up the tacking feature, you must first associate a ship via code with a carrier code by using the SVC program (carrier field). Then in the FMCM (Freight Management Carrier Master Maintenance Table) program, using that same carrier code, you must maintain the carriers URL and the entire string that needs to be passed. Within the string, where the tracking number or pro number would normally go, you will need to replace that with a variable called $1. The programs that retrieve the tracking information will then read the invoice reference number, check in the shipfm table for valid records, get the carrier and the tracking or pro number from that table, then replace the $1 variable with the actual tracking or pro number and retrieve the information from the carriers website. NOTE: If no carrier exists in the FMCM table, or if the URL field is blank for the three original carriers, UPS, FEDEX or DHL, the program will still use the hard coded logic. Some Examples of the LTL carriers URL that may be set up in the FMCM program are: A. Duie Pyle www.aduiepyle.com/pyleco/PublicDocs/LTLTrackingResults.asp?Pro=$1 NewPenn www.newpenn.com/npweb/tracking.txt/process?p_input_typ=1&p_trak_1=$1 Roadway www.quiktrak.roadway.com/cgi-bin/quiktrak?type=0&pro0=$1 Overnight ltl.upsfreight.com/tracking/ShipTrack.aspx?ProNbr=$1



United States Postal Service (USPS) trkcnfrm1.smi.usps.com/PTSInternetWeb/InterLabelInquiry.do?strOrigTrackNum=$1



FMI– FREIGHT MANAGEMENT INTERFACE Introduction: The purpose of the freight management interface program is to provide the ability to pass data between the Next Generation Software and the UPS Worldship System. This program would be used by customers who prefer a batch transfer of orders between the two systems. Procedure: From the menu enter "FMI

Selection 1: The user would normally run this option on demand, every few hours or as needed. This process will send order header information (order#, ship to name, & address.) for all orders that are in picking to the UPS Worldship system. The user may optionally select records to download by division, branch, or order #. Acf option sys009 controls how the country code is to be selected and printed on the forms. The upload / download file and directory information for all selections is controlled by the entries in the FMIC record. The user may override any of the default settings.



Selection 2: The user would select option 2 when a batch of records from the Next Generation Software does not transfer over to the UPS Worldship system. Select the file you wish to re-send and then click on the "OK" button.



Selection 3: This option will upload information (tracking #'s, freight charges) from the UPS Worldship system to the Next Generation Software. This process is usually set up in a miscron to run in the evening unattended.

Selection 4: The user may use this option to re-download orders that were previously rejected by the shipping system. Some typical errors may be an invalid city, state or zip code. The user may choose to select records by Division, Branch and Order Number.



FMIC– FREIGHT MANAGEMENT INTERFACE CONTROL Introduction: Each user that will be utilizing the Freight Management Interface needs to be set up in FMIC. In no records exist in this table, the SSFMI and FMI programs will read the values in acf FMI024 for the method and acf FMI036 for the software. Procedure: From the menu enter 'FMIC

USER ID Enter the user id DIVISION Default division for this user (used by FMI) BRANCH Default Branch for this user (used by FMI) PC TCP / IP ADDRESS

Network address of the UPS Online Professional PC

FTP USER User ID of the FTP server on the UPS Worldship PC FTP PASSWORD Password for the FTP server on the UPS Worldship PC CARRIER ID Enter Carrier ID or ctrl g to lookup UNIX DOWNLOAD FILE & DIRECTORY

File name and directory of the files on the Next Generation System

WINDOWS UPLOAD FILE & DIRECTORY

File name and directory of the files on the Next Generation System

UNIX UPLOAD FILE & DIRECTORY

File name and directory of the files on the UPS Worldship System

WINDOWS File name and directory of the files on the UPS Worldship System



DOWNLOAD FILE & DIRECTORY METHOD SSFMI interface method:

This specifies the interface method. 0 - Use screen scraping. Don't populate the 'fmi' table. Clippership will access the shipping data via screen scraping. Clippership will paste shipping data into the same screen. 1 - Use ODBC. NextGen will populate the 'fmi' table. UPS will use ODBC to pull the shipping data from the 'fmi' table into the UPS shipping system. UPS will insert a row into the 'shipf' table, for each package shipped, using ODBC. Each row will contain the freight charge, weight, and tracking number. 2 - Future Use 3 - Use a CSV file for export to UPS. Use a CSV file for import from UPS. NextGen will populate the 'fmi' table and will create an export CSV file. UPS will import the CSV file data into the UPS shipping system. UPS OnLine WorldShip will export a CSV file. NextGen will insert a row into the 'shipf' table for each package shipped, using the CSV file exported by UPS OnLine WorldShip. Each row will contain the freight charge, weight, and tracking number. NOTE: If for some reason, records do not exist, the programs will use acf option FMI024 to determine which method to use.

SOFTWARE 1 - Kewill ClipperShip/Pitney Bowes 2 - FedEx Cafe 3 - UPS OnLine WorldShip 4 - DHL Airborne NOTE: If for some reason, records do not exist, the programs will use acf option FMI036 to determine which software to use.



FMIR- FREIGHT MANAGEMENT INTERFACE REPORT Introduction: The Freight Management Interface Report will display information on records processed through the freight management interface system. Procedure: From the menu enter "FMIR" The user may enter specific selection criteria to report on, or hit esc to select all.



Print Option 1 will print all shipments Print Option 2 will only print records where a discrepancy exists between the Next Generation Software and the UPS Worldship system Sort Options: Select the method in which you want the output sorted. 1. Order Number 2. Invoice Number. Report Option 1 Summary Report: This report will display information on records processed through the freight management interface. Report Options 2 and 3 are useful for researching a particular order. Report Option 2 Detail Report 1 will display the same information as Report option 1 in addition to the tracking #, COD Amount, and the COD charge. Report Option 3 Detail Report 2 will display the same information as Report options 1 & 2 in addition to Name, Address, City/State/Zip that was provided by the NextGeneration System, and the actual location of where the package was shipped based upon the UPS Worldship.



FPM- FREIGHT PAYMENT METHOD Introduction The purpose of the Freight Payment Method Codes program is to establish and maintain codes to be associated with methods of freight payment. Procedure From the menu, enter "FPM":

The following fields must be entered: FREIGHT PAYMENT METHOD CODE

This field may contain up to 4 characters.

FREIGHT PAYMENT METHOD DESCRIPTION

The method of payment to be associated with the code number. This field may contain up to 20 characters. Example: Collect, Prepaid

CARRIER BILLING OPTION

Enter the exact description expected by the carrier. (Airborne, FedEx, or UPS)

RECEIVER ACCOUNT REQUIRED

Enter "Y" if the receiver account is required for this code.

THIRD PARTY BILLING Enter "Y" if this code pertains to third party billing

UPDATE FREIGHT CHARGES

UPDATE FREIGHT CHARGES Valid entries for Update Freight Charges are: 0 - Set the freight charge to zero. 1 - Update the freight charge;



use the handling specified by acf's fmi038 & fmi043. 2 - Allow user to manually enter the freight charge. 3 - Update the freight charge; use the handling % and minimum $ specified in SVC.

AVAILABLE FOR WEB TRANSACTION

Enter "Y" if this code can be selected in the WSP e-commerce software.

Enter "X" if this code can be selected in the B2B or WSP

e-commerce software. Enter "N" if this code should not be selected.



SHIPFM FREIGHT TRACKING MAINTENANCE Introduction: The purpose of the Freight Tracking Maintenance is to allow the manual entry of tracking numbers in the shipf table including invoices created out of the Repair Order module. Although tracking numbers normally come automatically from the carrier shipping system interface modules, the user may utilize this program to manually enter them. Procedure: From the menu, enter "SHIPFM"

Any field from Carrier ID to Package Weight may be entered when in ADD mode. Both the Carrier ID and Service ID fields have the option for selecting records. NOTE: The carrier in this shipf table is defaulted to the carrier in the shipvia table, based on the shipvia in the (orderb, shipb, invoiceb, etc.) if the carrier in the shipvia table is not null. The reason for this is that it is necessary, since we use the carrier to decide which website to access to display the tracking number history.



SSFMI- FREIGHT MANAGEMENT INTERFACE Introduction: The purpose of the freight management interface program is to provide the ability to pass data between the Next Generation Software and either the UPS Worldship System, Evcor Clippership or the Federal Express system. This module is used in conjunction with our standard ORDER, SHIP or BILL programs. Shipping related information is passed to either of these systems. Actual weight, costs, tracking related information is passed back to the Next Generation system. This program would be used by customers who prefer a "real time" transfer of orders between the two systems. Procedure: Depending upon the individual customer's needs, the SSFMI program can be automatically invoked from the standard ORDER, SHIP or BILL programs. When the user presses the "S" key from one of these programs the SSFMI program is called. When the "S" key is pressed from ORDER, BILL or SHIP, this screen is displayed.

The operator would enter the number of packages to be shipped, then click on the "UPS" button. At this point the operator would then go to the carrier shipping system. The operator would use those systems to perform all of the actual shipping functions.



When the operator completes the shipping functions, they then return back to the SSFMI program to finalize the transaction on the Next Generation system.

The operator optionally presses the "R" key to refresh the screen. The system updates the freight, weight and tracking number fields from the carrier shipping system. The operator then presses the "S" key to save the information. The system now reverts back to the summary screen of the SHIP program. The operator completes the transaction as they normally would. ACF options fmi030 is used to set how COD amount will be entered on to the Sales Order. ACF option fmi051 and fmi052 will populate the shipment notification memo columns with a fixed description of 150 characters. ACF option fmi050 controls where the "ship from" information comes from. ACF option fmi056 controls the positioning of the cursor when acf option fm1024 = 1 and fmi031=1.



Processing SWOG shipments - (Ship With Other Goods) SWOG allows multiple orders to be shipped in the same package. The user needs to tell the program which secondary orders are going to be shipped with the primary order. The shipf rows for the primary order are propagated to the secondary orders. To begin associating secondary orders with the primary order, click on the SWOG button. This window is available from the standalone SSFMI or when called from the SHIP or BILL programs. A window will appear allow you to begin entering the secondary orders and click the OK button when finished. A lookup button is available. Orders will be rejected under the following conditions: Reject the order if it is the primary order. Reject the order if it is not in the orderb table. Reject the order if the sold to ID and ship to ID for the secondary order doesn't match the sold to ID and ship to ID for the primary order. To begin entering the secondary orders and associating them with the primary order, click on the SWOG button.



Enter the secondary orders and click the OK button when done.



SVC- SHIP VIA CODE MAINTENANCE Introduction The purpose of the Ship Via Code Maintenance Program is to establish and maintain shipping codes to be associated with methods of shipping. The user can easily enter a shipping code, rather than typing a shipping company name, when creating an order or an invoice. If you are using the EDI interface module, prior to allowing the removal of a ship via code, the program will verify that the ship via code does not exist in the EDI Ship Via Table. If a record exists, the program will display the message; "Unable to remove Ship Via; records exist for ship via in EDI Ship Via Table"; followed by a prompt that will ask the user to press the <Enter> key to continue. Procedure From the menu, enter "SVC":

The following fields may be entered: SHIP VIA CODE

Enter the unique code to be associated with a shipping company. The code may contain up to 4 characters.

SHIP VIA DESCRIPTION

Enter the name of the shipping company. This field may contain up to 20 characters.

CARRIER This field works in conjunction with the Freight Management Carrier Master



File (FMCM), to capture information about the carrier and tracking numbers that are written out to the shipfm table. You must enter a valid carrier in this field. To set up the tracking feature, you must first associate a ship via code with a carrier code by using the sVC program (carrier field). Then in the FMCM (Freight Management Carrier Master Maintenance Table) program, using that same carrier code, you must maintain that carrier's URL and the entire string that needs to be passed. Within the string, where the tracking number or pro number would normally go, you will need to replace that with a variable called $1. The programs that retrieve the tracking information will then read the invoice reference number, check in the shipfm table for valid records, get the carrier and the tracking or pro number from that table, then replace the $1 variable with the actual tracking or pro number and retrieve the information from the carrier's website. NOTE: If no carrier exists in the FMCM table, or if the URL field is blank for the three original carriers, UPS, FEDEX or DHL, the program will still use the hard coded logic. Some examples of the LTL carriers' URL that may be set up in the FMCM program are: A. Duie Pyle www.aduiepyle.com/pyleco/PublicDocs/LTLTrackingResults.asp?Pro=$1 NewPenn www.newpenn.com/npweb/tracking.txt/process?p_input_typ=1&p_trak_1=$1 Roadway www.quiktrak.roadway.com/cgi-bin/quiktrak?type=0&pro0=$1 Overnight ltl.upsfreight.com/tracking/ShipTrack.aspx?ProNbr=$1 United States Postal Service (USPS) trkcnfrm1.smi.usps.com/PTSInternetWeb/InterLabelInquiry.do?strOrigTrackNum=$1

CARRIER SERVICE TYPE

Enter the service description that will be sent to the carrier's software.

INTERFACE Enter "Y" if this ship via code will interface to a carrier's software. .

HANDLING % Enter a % of the freight charge to calculate a handling amount

MINIMUM $ Enter a minimum$ amount that would be charged Example: Freight charge is $5.00. Handling percent is 10.00%. Minimum charge is $6.00. Freight with handing is $5.50. Freight charge should be $6.00.

VALIDATE CHARGE

Enter "Y" if the freight charge associated with this ship via code should be validated after it has been received from a carrier's software.



WEB FLAG Enter "Y" if this ship via code can be selected in the e-commerce software.



SECTION III- USING THE FREIGHT ESTIMATOR OVERVIEW- OVERVIEW OF THE FREIGHT ESTIMATOR` The purpose of the Freight Estimate (FMFE) program is to provide the user with an estimate of the total freight charges for a transaction; note that this is an estimate and not the actual freight charge. Normally, the estimate is provided during the summary phase of order entry, based on the Freight Estimator program being executed as a subroutine. Periodically, UPS rate tables may be loaded into the Next Generation System from UPS to provide the program with the proper rate information to use. When executed from Order Entry, prior to the summary screen being displayed for the order being processed, the Freight Estimate screen will appear. The system will display the shipper id and shipper postal code and the destination postal code, city and state (based on the order's ship to name and address), the carrier id and service id (based on the order's ship via code), the total shipment weight and value for the order (based on the quantity ordered, item weights and the value of the order). The user can indicate whether the shipment will be COD and whether COD will be calculated on each package as well as override the Shipper ID, number of cartons, weight, etc. Once the entry is completed, the estimator will return the shipping charges. While this program provides a quick means to estimating the freight charge, this estimate may vary from the actual freight charge. THERE IS NO INTERFACE TO CARRIERS WITH THIS ESTIMATOR SYSTEM. SEE SECTION II IF YOU DESIRE TO HAVE AUTOMATIC INTERFACING OCCUR.



FMSVM- FREIGHT MANAGEMENT SERVICE MAINTENANCE Introduction This program maintains the services by carrier for the freight estimator. Procedure From the menu, enter "FMSVM":

CARRIER ID Enter a valid Carrier ID or use the drop down window for a lookup

Carrier ID's are maintained in the FMCM program. SERVICE ID Enter a valid Service ID or use the drop down window for a lookup

Service ID's are maintained in the FMSVM program. EFFECTIVE DATE Enter the Date from which this Service Description is Effective SERVICE DESCRIPTION

Enter the description for Service ID.

ZONE METHOD Enter the Method by which the Zone is determined for Service ID. The different codes are as follow: '1' - By Shipper's Zip Code '2' - By Destination State and City Codes '3' - By Destination State Code '4' - By Shipper state and Destination Zip Code

FREIGHT RULE Enter the Freight Rule Code. The different codes are as follows: '1' - By Weight '2' - By Volume '3' - By Size

GROUND SAVER The different codes are as follows: 'Y' - Ground Saver applicable



'N' - Ground Saver not applicable MANIFEST TYPE The different values are as follows:

'1' - Standard or Ground Saver '2' – Hundredweight

HAZARDOUS MATL. 'Y' - Hazardous Materials allowed 'N' - Hazardous Materials prohibited

MODE OF TRANSPORT

Enter the Mode of transport. The different codes are as follows: '1' - By Ground '2' - By Air

DIMENSIONAL WT. 'Y' - Dimensional Weight check applicable 'N' - Dimensional Weight check not applicable

DISCOUNT CODE Enter the Discount Code. The different codes are as follows: '1' - Flat amount '2' - Unit rate

DISCOUNT RATE Enter the Discount rate. Valid range is 0 to 100.0 RESIDENTIAL DELV.

Valid values are 'Y' and 'N'

GROUNDTRAC Valid values are 'Y' and 'N' MAX. PERMISSIBLE WEIGHT

Enter the Maximum permissible weight per package. Valid range is 0 - 99999.99

MAX PERMISSIBILE LENGTH

Enter the Maximum permissible length per package. Valid range is 0 - 99999.99

MAX PREMISSIBILE SIZE

Enter the Maximum permissible size per package. Valid range is 0 - 99999.99

OVERSIZE PACKAGE SIZE

Enter the Package Oversize over which a package is categorized as oversize and attracts a minimum charge based on a defined weight. Valid range is 0 - 99999.99

WT. FOR OVERSIZE PACKAGE SIZE

Enter the Weight assumed for charging an oversize package. Valid range is 0 - 99999.99

MAX DECLARED VALUE

Enter the Maximum declared Value of any single package. Valid range is 0 - 99999.99

DECL VALUE WITH NO CHARGE

Enter the Declared Value beyond which additional charge is payable. Valid range is 0 - 99999.99

DECLARED VALUE INCREMENT

Enter the Increments of Declared Value which incur additional charge. Valid range is 0 - 99999.99

DECLARED VALUE INCREMENT CHARGE

Enter the Charge for Declared Value Increment. Valid range is 0 - 99999.99

MIN. TOTAL AGGREGATE WT.

Enter the Minimum total aggregate weight. Valid range is 0 - 99999.99

MIN. AVERAGE PACKAGE WT.

Enter the Minimum average weight per package. Valid range is 0 - 99999.99

FUEL SURCHARGE Enter the Fuel Surcharge. Valid range is 0 - 99999.99



FMRM- FREIGHT MANAGEMENT RATES MAINTENANCE Introduction This program maintains the rates by carrier by service by zone for the freight estimator. Procedure From the menu, enter "FMRM":

CARRIER ID Enter a valid Carrier ID or use the drop down window for a lookup

Carrier ID's are maintained in the FMCM program. SERVICE ID Enter a valid Service ID or use the drop down window for a lookup

Service ID's are maintained in the FMSVM program. ZONE CODE Enter Zone Code which identifies the Zone.

This field cannot accept null values Zones are maintained in the FMZM program. WEIGHT UNIT This field is maintained in the FMCM program RATE EFFECTIVE DATE

Enter the Starting Date from which the Rates become Effective. From this Date, these rates will be considered Effective until new Rates are entered with a later Effective Date.

TIER Enter Tier of the Shipper. Tiers are assigned to shippers by the carrier.

RATE UNIT Enter Rate Unit which identifies the unit in which rate is expressed. Example: Enter "LB" if rate unit is per pound.

CONV. FACTOR Enter Conversion Factor between Rate Unit and the unit in which Weight



is expressed for this Carrier. Example: If the rate unit is hundredweight and the unit in which rates are stored is LB, then enter .01 as the conversion factor.

MIN. CHRG/SHIPMENT

Enter the Minimum Charge per Shipment

PACK TYPE Enter Package Type LETTER=1, PAK=2, PACKAGE=3 RATE TYPE Enter Rate Type Code which must be 1 - for Fixed Amount

2 - for Rate per Unit. WEIGHT LIMIT Enter Upper Limit of Weight RATE Enter Freight Rate.



FMCM- FREIGHT MANAGEMENT CARRIER MASTER MAINTENANCE Introduction This program is used to maintain basic carrier information. The type and tracking URL fields direct the software programs to the carrier's website, when the tracking number is clicked. Procedure From the menu, enter "FMCM":

CARRIER ID Enter the unique Carrier ID.

An example of the carrier ID would be "UPS" for United Parcel Service. NAME Description of the Carrier ID. ADDRESS 1,2,3 Address for the Carrier ID. CITY City where the Carrier is located. STATE State where the Carrier is located. POSTAL CODE Zip Code where the Carrier is located. COUNTRY Country where the Carrier is located. ATTENTION Attention to Name for the Carrier ID. PHONE 1,2 Phone number for the Carrier ID. FAX 1,2 Fax number for the Carrier ID. INTERFACE Will indicate if we interface with this carrier. TYPE Valid types are:

1 UPS



2 FedEx 3 DHL 4 USPS

UNIT FOR DIMENSIONS

Example: Enter "IN" to indicate inches. Enter "CM" to indicate centimeters.

UNIT FOR WEIGHT Example: Enter "LB" to indicate pounds. Tracking URL The URL for the carrier's package tracking page

Example: www.quiktrak.roadway.com/cgi-bin/quiktrak?type=0&pro0=$1 is the package tracking website for Roadway Expess.

NOTE: To set up the tracking feature, you must first associate a ship via code with a carrier code by using the SVC program (carrier field). Then in the FMCM (Freight Management Carrier Master Maintenance Table) program, using that same carrier code, you must maintain the carriers URL and the entire string that needs to be passed. Within the string, where the tracking number or pro number would normally go, you will need to replace that with a variable called $1. The programs that retrieve the tracking information will then read the invoice reference number, check in the shipfm table for valid records, get the carrier and the tracking or pro number from that table, then replace the $1 variable with the actual tracking or pro number and retrieve the information from the carriers website. NOTE: If no carrier exists in the FMCM table, or if the URL field is blank for the three original carriers, UPS, FEDEX or DHL, the program will still use the hard coded logic. Some Examples of the LTL carriers URL that may be set up in the FMCM program are: A. Duie Pyle www.aduiepyle.com/pyleco/PublicDocs/LTLTrackingResults.asp?Pro=$1 NewPenn www.newpenn.com/npweb/tracking.txt/process?p_input_typ=1&p_trak_1=$1 Roadway www.quiktrak.roadway.com/cgi-bin/quiktrak?type=0&pro0=$1 Overnight ltl.upsfreight.com/tracking/ShipTrack.aspx?ProNbr=$1 United States Postal Service (USPS) trkcnfrm1.smi.usps.com/PTSInternetWeb/InterLabelInquiry.do?strOrigTrackNum=$1



FMFE- FREIGHT ESTIMATE Introduction The purpose of the Freight Estimate program is to provide the user with a quick estimate of the total freight charges for a shipment. This can occur during Order entry or if you want to Query on an Order, simply call up the program and enter the Order number. Procedure From the menu Enter "FMFE"



FMCCM- FREIGHT MANAGEMENT CHARGE CODES MAINTENANCE Introduction Charge Codes are used to uniquely identify the various types of special charges payable to the Carrier for Special Services. Procedure From the menu, enter "FMCCM":

CHARGE CODE Enter a unique Charge Code CHARGE DESCRIPTION

Description of the Charge code.



FMLOAD UPLOAD UPS DATA Introduction UPS revises their rates yearly. They post the data onto their website about one month before the rates become effective. Munics can download the data from the UPS website and format it so it can be easily loaded into NextGen. FMLOAD is the program that is used to load the data formatted by Munics. Procedure From the menu, enter "FMLOAD":

DATA DIRECTORY Is where the system administrator loads the files that we can furnish SHIP FROM ZIP CODE LIST

Zip code of each branch that is used for shipping

EFFECTIVE DATE Enter the date that the UPS zones and rates take effect on.



FMSCM SERVICE CHARGES MAINTENANCE Introduction This program maintains the charges for additional services. It is most frequently used for the COD charge for COD shipments. Procedure From the menu, enter "FMSCM":

CARRIER ID Enter the Carrier ID or use the drop down window to lookup SERVICE ID Enter the Service ID or use the drop down window to lookup EFF DATE Enter the date this rate takes effect CHARGE CODE Enter the CHARGE CODE that identifies the additional service.

These codes are maintained in the FMCCM program CHARGE DESCRIPTION

This field is maintained by the FMCCM entry.

CHARGE TYPE Enter the CHARGE TYPE for this charge code. Valid CHARGE TYPES are 1 and 2. 1 is for absolute amount. 2 is for rate per unit.

CHARGE AMOUNT Enter the AMOUNT for the corresponding charge code.



FMSHM SHIPPER MAINTENANCE Introduction This program maintains basic information about the shipper. There is usually a one to one correspondence between the shipper and the branch. Procedure From the menu, enter "FMSHM":

SHIPPER ID Enter a unique shipper id. BRANCH Enter a valid Branch Code for this Shipper.

Branches are maintained using program BRM. When you enter a Branch Code, the program will automatically display the Name and Address details from the Branch.

NAME Enter the name of the Shipper. ADDRESS 1 – 3 Enter the address of the Shipper. CITY Enter the city of the Shipper. STATE Enter the state of the Shipper. POSTAL Enter the zip code of the Shipper. Country Enter the country of the Shipper



ATTENTION Enter Shipper's Attention to Name. PHONE # Enter Shippers phone #. FAX # Enter Shippers fax # ADDRESS OVERRIDE IND.

Address Override : While the Shipper's Name and Address Details default to the Branch, the user is free to Override this and change the Name and Address details for this Shipper. When the user overrides the displayed details and modifies them, the program will set the Address Override Indicator to 'Y'.



FMSVXM SHIP VIA/SERVICE CROSS REFERENCE MAINTENANCE Introduction This program maps the ship via code to the carrier and service. Procedure From the menu, enter "FMSVXM":

SHIP VIA CODE Enter the Ship via code or use the drop down window to lookup. CARRIER ID Enter the carrier id or use the drop down window to lookup. STANDARD SERVICE ID

Enter the Standard Service id or use the drop down window to lookup.

HUNDREDWEIGHT SERVICE ID

Enter the Hundredweight Service id or use the drop down window to lookup.



FMZM ZONES MAINTENANCE Introduction This program maintains the zones by carrier by service for the freight estimator. Procedure From the menu, enter "FMZM":

CARRIER ID Enter Carrier id or use the drop down window to lookup. SERVICE ID Enter Service id or use the drop down window to lookup. EFF DATE Enter the effective date SHIPPER POSTAL FROM / TO

Enter Shipper Postal Code Range Start and end Values

SHIPPER STATE Enter the Shipper state code DESTINATION COUNTRY

Enter the Country

STATE Enter the State. CITY DESTINATION POSTAL CODE FROM / TO

Enter the destination postal code start and end values.

ZONE CODE Enter the Zone code.



FMZR ZONES REPORT Introduction This program provides a report of the zones by carrier by service for the freight estimator. Procedure From the menu, enter "FMZR":

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