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Introduction

This document provides instructions for setting up Shipping Routes. Print the Shipping Route code and description on the XML delivery note when a job is mailed out.

Procedure

To identify the shipping route code to print, the following setup must be completed.

Custom Configuration

From the Optifacts main menu:

Type 3 – Editor Utilities and press enter.

Type 6 – Configuration Editor and press enter.

Type 6 – Edit Custom Configuration and press enter.

The Custom Configuration Editor displays.

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• Press Q to Query.
• Ensure that the table below exists.

If the table does not exist:

• Type A to add a new record.
• Enter all the information as per the example (s) below.
• Press Escape to save the data.
• Type E to exit.

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Ship-To Configuration

the XML Statement to use cost as the price on Bulk Stock Orders

Procedure

For bulk orders entered through 6 Stock Pricing, if the account has the Main Pricing List Name in the ar_xml table, menu 3 - 1 - 13, (field ca_base_plan) as “COST,” we will use the item’s cost as the price and not run through commercial pricing. Assign any commercial codes or descriptions through the Retail Transfer Commercial Code Mapping (ret_lens_mst).

From the Optifacts main menu:

Type 3 – Editor Utilities and press enter.

Type 1 – - Customer Database Editor Editor  and press enter.

Type 5 – Add/Edit Ship To 13 - Configure Stmt/Faktura and press enter

Shipping Route Codes are assigned by the Code2 field for a customer Account Ship To address.

• Press enter until you reach the Code2 field.
• Type the applicable shipping code.

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• Press enter until you see the following message:

Is this data correct (Y/N)?

• Type Y to confirm or N to discard the changes.

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Shipping Route Configuration

Definition: To print on the delivery note label and the work ticket in the “Route Code” field.

From the Optifacts main menu:

Type 3 – Editor Utilities and press enter.

Type 1 – Customer Database Editor and press enter.

Type 19 – Shipping Route Code Editor and press enter.

• Press Q to query
• Type the applicable shipping route code in the Code2 field and press escape.

If the code does not exist:

• Type A to add an entry.
• Type the applicable code in the Code2 from ship-to-editor field.
• Type the Route Code along with the Route Description to print on the delivery note label.

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Entering a job

From the Optifacts main menu:

Type 4 – Order Entry and press enter.

• Enter a job as normal with an Account’s Ship-To address that uses a defined route.
• At Mail-out, the route code and description will then be output into the delivery_note.xml file for the job in the /delivery_note/shipping_label/route_info/route_code and/delivery_note/shipping_label/route_info/route_desc tags:

<route_info>

          <route_code>LX01           </route_code>

          <route_desc>Lisboa Sul     </route_desc>

</route_info>

.

• Enter "COST" into the Main Pricing List Name field.
• Press Escape to save the data.
• Press "E" to exit the screen.

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