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Search Optifacts User Documentation



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:


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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.

  • Press Q to Query.
  • Ensure that the tables below exist.

If the tables do 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.

                 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      ]         


 

 


Ship-To Configuration

From the Optifacts main menu:

  1. Type 3 – Editor Utilities and press enter.
  2. Type 1 – Customer Database Editor and press enter.
  3. Type 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

From the Optifacts main menu:

  1. Type 3 – Editor Utilities and press enter.
  2. Type 1 – Customer Database Editor and press enter.
  3. Type 19 – Shipping Route Code Editor and press enter.
    • Type the Route Code to print on the delivery note label and the work ticket in the “Route Code” field along with the 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:

From the Optifacts main menu:

  1. 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>






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