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Setup Procedure For UPS Connect (Canadian Edition)

All Orders 4.X

Setup Procedure For UPS Connect (Canadian Edition)

The UPS shipping software (UPS Connect) used in Canada is slightly different than the shipping software (UPS WorldShip) used in the United States and needs to be manually configured in order to work with AllOrders. The process to setup UPS Connect for AllOrders has three parts:

Configure an ODBC Connection
Install the ODBC Map Wizard supplied on the UPS CD
Setup the field mapping using the ODBC Map Wizard

The following procedure is a step-by-step guide that has been confirmed to work correctly on Windows XP with UPS Connect 7.x and AllOrders 4.x (with server) installed.

Part 1 ? Configure an ODBC Connection

The first part is to setup an ODBC connection to the AllOrders database. This must be setup on the computer where you installed the AllOrders SQL Server.

1. Start Windows Administrative Tools (Start > Control Panel > Administrative Tools. Switch to Classic View to get a list of all Control Panel options)

2. Click on Data Sources (ODBC)

3. Click on the System DSN tab

4. Click Add?

5. Select the SQL Server driver and click Finish.

6. Enter a Name I.e., AllOrders

7. Enter a short description I.e., UPS to AllOrders DB Connection

8. Select the ALLORDERS server

9. Click Next

10. Select With SQL Server authentication using a login ID and password entered by the user.

11. Checkmark Connect to SQ: Server to obtain default settings fro the additional configuration options.

12. Enter sa as the Login ID

13. Enter sysadmin as the password

14. Click Next

15. Click Next again

16. Click Finish

17. Click on Test Data Source? If you get a message that says that the ?TESTS COMPLETED SUCCESSFULLY!?, then you are finished!

Part 2 - Install the ODBC Map Wizard

When you install UPS Connect it does not install the ODBC Mapping Wizard so you will need to manually install this from the UPS CD. (Note that the ODBC Mapping Wizard is NOT the same thing as the Mapping Utility, which does get automatically installed when you setup UPS. You need to install the ODBC Mapping Wizard separately.)

Important! The ODBC Map Wizard requires an Unlock Code from UPS. You need to contact UPS technical support to have this code generated for you. They will require your UPS Account number as this code is generated using your account number.

Locate the installer (setup.exe) on the UPS CD. It should be in a folder called ODBC Map Wizard.
Run the installer.
Start the ODBC Map Wizard
Enter the Unlock Code into the Unlock Code box.
Click on File > Save and then quit the ODBC Map Wizard and close the UPS Connect if you had it open. You have to shut down and restart both the ODBC Map Wizard and UPS Connect in order to get the code to work.

Part 3 - Setup the field mapping using the ODBC Map Wizard

Start the ODBC Map Wizard
Select the ODBC Data Source that you created in Part 1 from the ODBC Data Source drop down box
Enter select * from qryShippingAddresses in the Query 1 box
Click on the Refresh Column Data
Click on the Shipment tab
Map the Columns from the ODBC Query to the columns in the Shipment tab as follows:

? COMPANYNAME > Ship To Company Name

? ADDR1 > Ship To Address 1

? ADDR2 > Ship To Address 2

? ZIP > Ship To Postal Code

? CITY > Ship To City

? STATE > Ship To Prov/State

? COUNTRY > Ship To Country Code (See Note 1)

? CUSTOMER > Ship To Contact Name

? PHONE > Ship To Phone Number

? FAX > Ship To Fax Number

? NCREF > Shipment Reference 1

? DOC NO > Invoice Number (See Note 2)

Click on the @ Print Query tab
Select the ODBC Data Source that you created in Part 1 from the ODBC Data Source drop down box
Enter the following into the box:

UPDATE tblShippingPackages SET TRACKINGNO = %t, COST = %c WHERE NCREF = %k
Click File > Save and then exit the program

Testing Your Setup

Start UPS Connect
Enter SHIPPING- followed by a valid Ship Doc number from AllOrders. I.e.; SHIPPING-7179.
If everything is working correctly all of the data from the Ship Doc with the number you entered should be loaded into the UPS Shipping Screen.

Comments & Notes

If you are shipping outside of Canada you will need to manually enter information into the Commercial Invoice tab, as shipment details are not imported. You may want to consider generating a commercial invoice from AllOrders rather than using the Commercial invoice created by UPS. That way you will not need to re-key information into the Commercial Invoice tab in UPS Connect.

Note 1: Be sure that you enter the correct 2-letter country code in the Country field of the Customer setup screen in AllOrders. If you do not enter the proper 2-letter code the country information will not be imported into UPS Connect.

Note 2: The DOC NO is imported into the Invoice Number field so that it will show up in the Invoice Number box in the Commercial Invoice section of UPS Connect.

2/19/2007