Summary

Cyrious Control integrates with FedEx Ship Manager so that shipping address information may be automatically retrieved and tracking and cost information can be fed back into Control during the closeout process.

*NOTE:* This article describes how to configure the FedEx Ship Manager using UDFs and not the Order Shipping Tab. Go to setting_up_fedex_shipmanager_integration_shipping_tab to configure FedEx Ship Manager with the Order Shipping Tab.

Setting up the Server to work with FedEx Ship Manager

Create User Defined Fields in Control to store the FedEx information

  • FedEx Tracking Number : Text Field, Edit Box, Not Required.
  • FedEx Package Weight : Number Field, Not Required.
  • FedEx Actual Price: Number Field, Not Required.
  • FedEx List Price : Number Field, Not Required.
  • FedEx Shipment Date : Text Field, Not Required.
  • FedEx Service Type: Text Field, Drop-Down Values, Not Required. Enter the values below in the drop-down box.
Priority Overnight
Standard Overnight
2 Day
First Overnight
Express Saver
Ground
Ground Home
1 Day Freight
2 Day Freight
3 Day Freight
International Priority Overnight
International First overnight
International Economy
International Priority Freight
International Economy Freight
  • FedEx Package Type: Text Field, Drop-down list, Not Required. Enter the values below in the drop-down box.
Your Packaging
FedEx Pak
FedEx Box
FedEx Tube
FedEx Envelope
FedEx 10kg Box
FedEx 25kg Box
  • Restart Control (so the UDFs are actually created in the database).

Preparing Control SQL Database.

  1. Log into SSLIP.
  2. Open Database Browser and go to Advanced tab.
  3. Copy text into SQL window from ShipperInfoTable and Execute.
  4. Copy text into SQL window from FedExShippingLogTable and Execute.
  5. Copy text into SQL window from CreateTableIndex and Execute.
  6. Copy text into SQL window from CreateTrigger and Execute.

Create a "Shipper" User in SQL with limited rights

  1. Run SQL Server's Management Studio application and log into SQL Server.
  2. Expand Security folder then right-click Logins and click New Login.
  3. Login Name will be shipper.
  4. Select SQL Server Authentication.
  5. Password will be autoshipper.
  6. Uncheck “Enforce Password Policy”.
  7. Select “Server Roles” on left hand list.
  8. Select ALL checkboxes on right side.
  9. Click OK and close Management Studio.

Setting up the client (Shipper's) machine

Create an ODBC connection.

  1. Open Control panel in Windows and go to Administrative Tools.
  2. Open Data Sources(ODBC).
  3. Click on System DSN tab.
  4. Click Add and select SQL Server entry from list.(Bottom of list)
  5. Name Data Source ControlSQL.
  6. Server value will be \
  7. Click Next.
  8. Choose “With SQL Server authentication…” option.
  9. Click “Client Configuration” button.
  10. Select TCP/IP and uncheck “Dynamically Determine Port” option.
  11. Set Port Number to 1433.
  12. Click OK.
  13. Login ID should be shipper.
  14. Password will be autoshipper.
  15. Click Next.
  16. Select “Change the default database to:” option to StoreData.
  17. Click Next and click Finish.
  18. Test the data source and verify that you are able to connect to the server.
  19. Click OK to close ODBC Administator.
  20. NOTE: If you are using Windows x64 edition then the ODBC connection you created will likely not appear in FedEx. This is because FedEx ShipManager uses a 32-bit ODBC connection and by default when you create an ODBC connection in 64-bit windows it is only available to 64-bit applications. If you encounter this problem you need to create a 32-bit ODBC connection by going to C:\Windows\SysWOW64\odbcad32.EXE. Create your connection under this ODBC configuration utility and then it will be available for use within FedEx.

Setup FedEx Ship Manager software for Integration.

  1. Go to the Integration menu and select FedEx Integration Assistant.
  2. Select Continue on the Introduction and Before You Begin screens.
  3. Select the option “Both Import and Export” and click OK.
  4. Select ODBC (Open Database Connectivity Data Source Name)
  5. Choose ControlSQL from the Data Source list.
  6. Select Login from the pop up window that appears.
  7. Username will be shipper. Password will be FedExUPS!14 going forward ( formerly autoshipper ). Click OK.
  8. Select Yes for all options shown.
  9. Choose the first option for “After I enter a lookup value”.
  10. Select Recipient and choose:
    • Address1
    • City
    • Contact Name
    • Postal Code
    • Address2
    • Company
    • Country
    • Phone
    • State/Province
    • Account Number
    • ID
  11. Click OK.
  12. Select the drop down menu for the “Select your table” drop down list and choose the ShipperInfo table.
  13. Select the “Don't Show” option and click Yes on the popup window.
  14. Associate fields using the following: (after first field is associated, you will receive a pop up box. Select “Don't Show” and click OK)
    • Address 1 : StreetAddress1
    • Address 2 : StreetAddress2
    • City : City
    • Company : CompanyName
    • Contact Name : ContactFullName
    • Country : Country
    • Phone : PhoneNumber
    • Postal Code : PostalCode
    • State/Province : State
    • Account Number : AccountID
    • ID : OrderNumber
  15. Click on “Select Index” button, click OrderNumber, and click OK.
  16. Click Continue and Continue again.
  17. Choose ControlSQL again from the Data Source list.
  18. Select the two options:
    • Each time a shipment is completed
    • Insert a new record
  19. Click Continue.
  20. Select Tracking Number and choose:
    • Tracking Number
  21. Click OK
  22. Select Charges and choose:
    • Net Charge (Under Customer Rates and List Rates)
  23. Click OK
  24. Select Package and choose:
    • Delivery Date
    • Package Type
    • Ship Date
    • Weight
    • Declared Value
    • Delivery Instructions
    • Service Type
  25. Click OK
  26. Select Recipient and choose:
    • ID
  27. Click OK and Continue.
  28. From the drop down table list, select FedExShippingLog.
  29. Select “Don't Show” option and click All Categories on the pop up window that appears.
  30. Associate fields using the following:
    • Tracking Number : TrackingNumber
    • Net Charge(Customer) : ActualPrice
    • Net Charge(List) : ListPrice
    • Declared Value : DeclaredValue
    • Delivery Date : DeliveryDate
    • Delivery Instructions : DeliveryInstructions
    • Package Type : PackageType
    • Service Type : ServiceType
    • Ship Date : ShipDate
    • Weight : Weight
    • ID : OrderNumber
  31. Click Continue through the next couple of screens then click Finish.
  32. Select Yes and Save the name as MyProfile.

Using FedEx Ship Manager to process Control Orders

Typically whenever a Profile is setup in FedEx, it will automatically load the profile whenever FedEx Ship Manager starts and you will see the input box for to type in the Order Number you wish to ship.

  1. Type the Order Number into the Lookup Value box and click OK.
  2. Process shipment in FedEx like a normal package.
  3. Once the package is Shipped, open Control and look into the UDF's of that Order for shipping information for that package.

Links

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