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Table of Contents (on this page)

Table of Contents
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Introduction

:

This document provides instructions for setting up Shipping Routes.

Print

It prints the Shipping Route code and description on the XML delivery note when a job

is

gets mailed out.

Procedure

:

Coming soon.....

To

You must complete the following setup to identify the shipping route code to print

, the following setup must be completed

.

Custom Configuration

From the Optifacts main menu:

Type

Select Option 3 – Editor Utilities and press

enter

Enter.

Type

Select Option 6 – Configuration Editor and press

enter

Enter.

Type

Select Option 6 – Edit Custom Configuration and press

enter

Enter.

The Custom Configuration Editor displays.

Image Added

  • Press
Q
  • “Q” to Query.
  • Ensure that the
tables
  • table below
exist
  • exists.

If the

tables do

table does not exist

.

:

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

                 CUSTOM CONFIGURATION EDITOR                                    
        --------------------------------------------------                      
                                                                                
Calling Program:   [LAYOUT    ]                                                 
Field Name:        [USE SHIPPING ROUTES ]                                       
Enabled:           [N]                                                          
                                                                                
Character Setting:                                                              
[                                                                      ]        
Float Setting:     [              ]                                             
Integer Setting:   [           ]                                                
                                                                                
Comment:           [Use Code2 in Ship editor for Shipping Routes      ]         

 

 

Image Added

Ship-To Configuration

From the Optifacts main menu:

Type

Select Option 3 – Editor Utilities and press

enter

Enter.

Type

Select Option 1 – Customer Database Editor and press

enter

Enter.

Type

Select Option 5 – Add/Edit Ship To and press enter

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

         C U S T O M E R   D A T A B A S E   M O D I F I C A T I O N S          
                                                                                
           COMPANY      BRANCH   SALES TERRITORY  ACCOUNT      SHIP TO          
            CODE         CODE          CODE       NUMBER        CODE            
  ──────────────────────────────────────────────────────────────────────────────
             A            A             A         40             A              
  ──────────────────────────────────────────────────────────────────────────────
                            EDITING SHIP TO ADDRESS                             
                                                                                
 First Name:[DR TEST                                           ]                
 Contact   :                          Telephone:                                
 Attention :                          Country  : USA                            
 Street    : 18 RIVERSIDE AVE S                                                  
 Street    :                                                                    
 City      : SARTELL                  State/Prov:MN     Zipcode: 56377          
                                                                                
                                                                                
 Modem Flag: N                                                                  
 Stock Qty:  A     Code2: A     Courier (M-Z):  A                               

Shipping Route Configuration
  • Press Enter until you reach the Code2 field.
  • Enter the applicable shipping code.

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  • Press Enter until you see the following message:

Is this data correct (Y/N)?

  • Enter “Y” to confirm or “N” to discard the changes.

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Shipping Route Configuration

Definition: Prints the shipping route on the delivery note label and the work ticket, in the “Route Code” field.

From the Optifacts main menu:

Type

Select Option 3 – Editor Utilities and press

enter

Enter.

Type

Select Option 1 – Customer Database Editor and press

enter

Enter.

Type

Select Option 19 – Shipping Route Code Editor and press

enter

Enter.

  • Press “Q” to query
Type the Route Code to print on the delivery note label and the work ticket in the “Route Code” field along with the description
  • Enter the applicable shipping route code in the Code2 field and press Escape.

If the code does not exist:

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

------------------------------------------------------------------------------  
                    Shipping Route to Print on Delivery Note                    
                         based on Ship-To's Code2 Number                        
------------------------------------------------------------------------------  
                                                                                
     Code2 from Ship-To Editor: [A]                                             
                                                                                
                    Route Code: [LX01           ]                               
                                                                                
             Route Description: [Sartell MN                               ]      

                Entering a job:

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Entering a job

From the Optifacts main menu:

Type

Select Option 4 – Order Entry and press

enter

Enter.

  • Enter a job as
normal
  • usual with an Account’s Ship-To address that uses a defined route.
  • At Mail-
out
  • 0ut, the route code and description
will
  • is then
be
  • output into the
delivery
  • deliver_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> AnchorContactContact



To view and download these instructions as a PDF file, click on the following document image.

View file
nameShipping Routes Setup.pdf
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