cps and mail order manager setup

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Copyright Notice: Copyright © 1983-2014 Harvey Software, Inc. All rights reserved. No part of this publication may be reproduced without the prior written consent of Harvey Software, Inc. Trademarks: The Harvey logo is a registered trademark of Harvey Software, Inc. Microsoft, Microsoft Windows, Microsoft Windows 7, Microsoft Windows 8, and Windows XP are trademarks of Microsoft Corporation. UPS®, UPS brand mark, UPS Ready®, UNITED PARCEL SERVICE® and the Color Brown are registered trademarks of United Parcel Service of America, Inc. All Rights Reserved. FedEx is a registered trademark of the FedEx Corporation. United States Postal Service and USPS are registered trademarks of the United States Postal Service. DYMO Endicia, a Newell Rubbermaid brand. Spee-Dee is a registered trademark of Spee-Dee Delivery Service. Multichannel Order Manager is a registered trademark of Dydacomp. Masterform is a service mark of Labelmaster. Use: This product is subject to the terms of the CPS End User Agreement. Harvey Software, Inc. is a privately owned Florida corporation and is in no way associated with UPS, FedEx, United States Postal Service, Dydacomp, DYMO Endicia, Labelmaster, and/or Spee-Dee Delivery Service.


cps™

Setup

Setup Guide

CPS to Multichannel Order Manager (M.O.M.)

Table of Contents Introduction ............................................................................................................................................................ 4

How to Set Up the CPS to M.O.M. Interface ........................................................................................................... 6

Writing back shipping costs from CPS to M.O.M. ................................................................................................. 12

Daily Parcel Processing with M.O.M. .................................................................................................................... 13

Batch Processing of M.O.M. Packages in CPS...................................................................................................... 15

Printing M.O.M. Greeting Fields on Labels ........................................................................................................... 17

CPS to M.O.M. Interface Server ............................................................................................................................ 17

M.O.M. - Environment Variables ...................................................................................................................... 18

CUSTIDPROMPT ........................................................................................................................................... 18

carNOMOMDV ................................................................................................................................................ 18

MOMDESCRIPTION ..................................................................................................................................... 18

MOMEXTRAFLD1 – MOMEXTRACPSFLD1 ............................................................................................ 18



MOMFIXBOXCODE ....................................................................................................................................... 18

MOMGREETING1 through MOMGREETING6 ......................................................................................... 18

MOMLOG ........................................................................................................................................................ 18

MOMORD_TOTAL ......................................................................................................................................... 18

NOCUSTLOOKUP ......................................................................................................................................... 18

NOHISTLOOKUP ........................................................................................................................................... 19

NOMOMAUTOORDER ................................................................................................................................. 19

NOMOMXLUSI ............................................................................................................................................... 19

USINO… .......................................................................................................................................................... 19

USIPARTONLY .............................................................................................................................................. 20

USIWEIGHTLOOKUP ................................................................................................................................... 20

Setting Up Multiple Warehouses in CPS ............................................................................................................... 21


CPS to Multichannel Order Manager (M.O.M.) Setup Guide

Introduction

CPS expands the ways that M.O.M users can save on shipping when using UPS, FedEx or the United States Postal Service®. Whether looking for “best rate” shopping using your company’s rates with the carriers or shipping with a service that is not directly supported by M.O.M., CPS opens the best ways to ship domestic and international packages to M.O.M. users. CPS works with the M.O.M. Universal Shipping Interface (USI). Data is transferred from M.O.M. to CPS and back from CPS to M.O.M. using a shipping data exchange table called Boxshare that is setup by M.O.M. M.O.M. shipping data can be processed in CPS Daily Entry using one package at a time or using the “batch” mode. The CPS supported versions of M.O.M. are: 3.xx; 4.xx (or higher); the USI for version 5 / 6 / 7; and XL (SQL). This guide assumes that you have already installed CPS using the CPS Setup Guide. It also assumes that you have M.O.M. up and running using the U.S.I. for Harvey Software where appropriate. These settings in Windows 7 must be set as follows. 1) User Account Control Settings Make sure the Windows User Account Control Settings are set to Never Notify. If this is not set, Windows 7 blocks files that CPS needs for installation and for daily use.

2) User Account Rights/Permissions Make sure the user account rights on the shipping computer (not just on the network, if that applies) are set as an Administrator with the ablility to read/write/modify all files in all directories on the local hard drive. This must be the account that will be used when operating CPS to ship packages.


3) Security/Firewall/Virus Protection Make sure your Firewall/Virus Protection or Security program has not blocked or quarantined any files on the shipping station. If you see programs that are blocked or quarantined, contact Harvey Software to see if the files are needed for the CPS program. The following screens show samples of these settings:


How to Set Up the CPS to M.O.M. Interface The CPS to M.O.M. Interface allows the transfer of data from the Multichannel Order Manager program (from Dydacomp®) to and from CPS using Open Database Connectivity (ODBC). The Universal Shipping Interface is an add-on module available from Dydacomp. After you have installed and set up your M.O.M. system for the Universal Shipping Interface, you can easily set up the CPS interface to read and write back to M.O.M. using USI. The first step is establishing the file links using External Link in CPS, which is an extension of Windows ODBC. 1) From the Windows taskbar, select Start>Programs>CPS for Windows>External Link Setup. The External Link Setup dialog will open. 2) Select the CPS to M.O.M. Interface radio button and select OK to open the CPS to M.O.M. Interface Setup dialog.

3) Select the 4.xx (or Higher) for M.O.M. versions 4 and 5 without the Universal Shipping Interface (USI); for version 4 or 5 with USI, select the Universal Shipping Interface (M.O.M. 5) radio button; for version 6 or 7 with USI, select the Universal Shipping Interface (M.O.M. 6 / 7 / 8) radio button; select M.O.M. XL if you are running that version of M.O.M. (Note: XL may require a user id and password to access the SQL server) 4) Select how you will look up address information:

By an Order Number from BOXSHARE table (USI and XL versions)

By a Box ID from the BOXSHARE table (USI and XL versions)

By an order number from CMS table (version 4 or 5 without USI)

By Customer ID from the CUST table (version 4 or 5 without USI)

By Alternate Customer ID from the CUST table (version 4 or 5 without USI)

By Box ID from the BOX table (version 4 or 5 without USI) The Disable Look Up option is used to temporarily disable the CPS to M.O.M. Interface without changing any other settings. This option is used if you ever want to ship parcels without pulling in data from M.O.M. and writing data back. When you de-select this option, all original settings return.


5) Enable Data Write Back to M.O.M. is automatically enabled for USI and XL. For version 4 and 5 (without USI), you must have the Automatic Shipping Calculation Module installed and select either Order Number from CMS table or Box ID from Box Table.

6) Next, select the Run ODBC Administrator to configure the M.O.M. Data Source. The ODBC Data Source Administrator dialog opens.

7) Select Add to add a new data source. The Create New Data Source dialog will appear.


8) Select a data source driver. For XL, this would be a SQL driver. For M.O.M. 6/7/8, no data source setup is needed, just the path to the M.O.M. data files – proceed to step 10). For In this example for XL/SQL, we are setting up to use a SQL table. Select the Finish button.

9) The Create a New Data Source to SQL Server dialog will open. If you are using only one data source from M.O.M., enter MOM in the Data Source Name field. If you are using multiple M.O.M. companies, the name must be MOM001 through MOM999. Enter the name in all UPPER CASE letters. In the Description field, enter a descriptive name for the data source. If you are using multiple companies, the description should be a company identifier since this is displayed in a list available in Daily Entry. For Server, select the SQL server that will be used. Select Next >.

On the next screen, select the choices that are correct for your SQL Server installation, then click Next >.

NOTE: If you are using SQL Server authentication when you are using a MOM SQL product, you must also use the option "Connect to SQL Server to obtain default settings for the additional configuration options" and add the MOM Admin account to login to the server. This MOM Admin account login must also be entered in External Link User ID/ Password along with choosing M.O.M XL initially (see step 5 on page 7).


Continue with the selections for your SQL Server settings on the next two Create a New Data Source to SQL Server setup screens.

Click Finish. Next, test the data source.

When the connection is successful, you have finished your selections for your SQL Server setup. Click OK to close. Then close the ODBC administrator.


Next, if your SQL server does not accept the Windows User ID for this computer as a user ID for the SQL Server, click User ID / Password to enter a SQL Server specific User ID and Password. Click OK to save the User ID / Password. Then click OK to close the CPS to M.O.M. Interface Setup. If the data source connection is correct, the following message box will be displayed:

Click OK and the CPS to M.O.M. Interface Setup screen will close. 10) If using M.O.M. 6/7/8, there is no ODBC connection needed. The path to the M.O.M. files must be entered.

Browse to the path to the M.O.M. files, select the path, then click OK to choose the path. Then click OK on the CPS to M.O.M. Interface Setup to save and close, or continue to setup Carrier Code Translations in Step 11).


11) Back on the Interface Setup dialog, the Carrier Code Translation is another feature that must be set up.

A M.O.M. carrier code designates a carrier and a level of service. CPS uses a combination of carrier code and SmartZone to indicate the same information. Therefore, when setting up the interface in CPS, a table must be maintained to translate the carrier codes that M.O.M.uses into CPS carrier/SmartZone combinations. When the M.O.M./CPS module is installed, a default list of M.O.M. carriers is available and displays on the Carrier Code Translation dialog. Select the Add button to add a new code. The Add M.O.M. to CPS Translation dialog displays. Enter information in the following fields: M.O.M. Code Enter the carrier code from M.O.M. in this field. Carrier Select the carrier code from the list box of carriers set up in CPS. Smart Zone Enter the corresponding Smart Zone for the carrier service. Refer to the lists of SmartZones in the CPS Help. Select OK when finished to return to the Carrier Code Translations dialog. These codes can be changed or deleted at any time. Select a code and use the Edit or Delete button.


Writing back shipping costs from CPS to M.O.M.

With USI or XL, you have the option of writing back either CPS calculated Shipping Charges or Costs to M.O.M. Charges are the fees charged to you by the carrier; costs are the fees you charge your customers including any mark-ups or handling fees. Select the applicable radio button. NOTE- This selection will change the shipping costs recorded in M.O.M. Be sure you want the shipping charges calculated by M.O.M. changed before you make any selection other than NONE.

You have now successfully configured the CPS to M.O.M. Interface.


Daily Parcel Processing with M.O.M. 1) From the Windows taskbar, select Start>Programs>CPS for Windows>Daily Entry. The Today tab opens in the Find Parcels mode. If you are processing from more than one company, from the menu bar, select the File>MOM>Select Active Company to display a list of M.O.M. companies defined to CPS.

2) If you have more than one, scroll to select the one to process and select OK.

You are now ready to enter packages. You have two options. You can select the packages/shipments to process individually or you can ship using batch processing. 3) Next, select F10 - Add to add a parcel.


4) The Invoice dialog displays. Invoice numbers are used to identify parcel records. An automatically incremented number is entered by CPS if it was set up to do so during installation. If no invoice number appears, enter one now and press Enter or click OK.

5) The cursor is positioned in the Department field. This is an optional field. Select the department name, if applicable. Press Enter to move to the next field. In the Box ID field, enter a Box ID, press Enter and the parcel data for that Box ID will be pulled into Daily Entry and populate the fields. Or, press F-3 MOM Orders to display a list of orders.

6) Select an order and a list of boxes in that order is displayed. Select the box to ship and select the Ship button to complete the shipping process in CPS.

After all parcels have been shipped in CPS, follow the processing steps in M.O.M. to complete writing the CPS shipping data to the M.O.M. data tables.


Batch Processing of M.O.M. Packages in CPS Batch processing of M.O.M. orders is available for users of XL or 4.xx (or higher) with the Universal Shipping Interface for single station CPS installations. Batch processing of M.O.M. orders is available only on the Master Station with multiple CPS station installations, not on the Workstations. Processing in M.O.M. Before Batch Processing in CPS Before order data can be processed in CPS, it must be marked for processing in M.O.M.

1. From the M.O.M. menu, select Order>Process Orders>Batch Order Processing to open the Order Processing - Stage Selection dialog.

2. Check the box for Stage # 2 - Packing Slips.

3. Select the Process button at the bottom of the screen.

4. Close the Order Processing screen.

5. Proceed to CPS Daily Entry for batch order processing.

Batch Processing M.O.M. Orders in CPS 1) In Daily Entry Find mode, select File>MOM>Batch Process from the menu to display the Process Orders from Boxshare dialog:


2) Select the orders to process and click the Process button at the bottom of the dialog. The orders are processed and shipped in CPS.

3) To print the labels for these orders, select F5-Labels in Daily Entry Find Mode. On the screen that displays, you can opt to print labels for individual or all processed packages.

After all parcels have been shipped in CPS, follow the processing steps in M.O.M. to complete writing the CPS shipping data to the M.O.M. data tables.


Printing M.O.M. Greeting Fields on Labels

Using the 8” thermal address labels, there is room to print six lines, using M.O.M. Greeting fields, data from the fields in the CPS file, your own personalized greeting, or a combination of all of these. To set this up involves creating and setting environment variables in CPS Tools.

The environment variables that are used for your own personalized text are LBLREF1TITLE through LBLREF6TITLE.

The environment variables that are used to capture M.O.M. Greetings are @MOM1DATA through @MOM6DATA.

The environment variables that are used with CPS fields are @REF1DATA through @REF6DATA.

The following is an example of how you might set M.O.M. greeting fields on a label:

LBLREF1TITLE set to Thanks! From the folks who ship you LBLREF2TITLE set to our famous @REF2DATA set to DESC_GOODS @MOM4DATA set to GREETING1 @MOM5DATA set to GREETING2 @MOM6DATA set to GREETING3

Note that in this example there is both personalized text and a field inserted from the CPS file on line 2. There is also no line 3. That will print as a blank line.

CPS to M.O.M. Interface Server

This screen displays minimized in the Windows system tray whenever there are read/write operations happening between CPS and M.O.M. Maximize this screen to monitor the data exchange and link status between the two programs. Select Close to close this window.


M.O.M. - Environment Variables If you are using the Universal Shipping Interface, there are specific environment variables which can be set in CPS. CUSTIDPROMPT This variable stores the field prompt for the Customer ID field in Daily Entry for M.O.M. users. If you are using box ID as a record lookup, Box/Customer ID is stored here and displays on the Daily Entry screen. If you are using order number lookup, Order/Customer ID is stored here and displayed. carNOMOMDV If this variable exists and is set to YES, the declared value of a package will NOT be pulled in from MOM USI. Substitute the 3-character CPS carrier designation for car. For example: To not pull in the declared value for UPS packages, create the environment variable UPSNOMOMDV and set it to YES. MOMDESCRIPTION Use this environment variable to bring the active DSN description (from the M.O.M. ODBC setup) into the package record to use in processing. For example, set this variable to DEPARTMENT. If the active DSN description is AA Company, then AA Company will be placed into the Department field for that shipment. MOMEXTRAFLD1 – MOMEXTRACPSFLD1 MOMEXTRAFLD2 – MOMEXTRACPSFLD2 MOMEXTRAFLD3 – MOMEXTRACPSFLD3 Use these as a pair to read the data in the field in the MOM boxshare table pointed to by MOMEXTRAFLD1 into the CPS field pointed to by MOMEXTRACPSFLD1. There are also MOMEXTRAFLD2 and MOMEXTRAFLD3 with the MOMEXTRACPSFLD# counterpart. This works for both ODBC and also the vfpOLE (MOM 6) code. MOMFIXBOXCODE If characters at the beginning of the data mapped from MOM to the CPS CUSTID need to be removed, set this variable to the characters that should be removed. MOMGREETING1 through MOMGREETING6 M.O.M. Greeting fields may be captured into available CPS fields via environment variables for printing. These greeting fields are available in M.O.M. These field names may be added in CPS as environment variables corresponding to these fields. At setup, CPS automatically sets the following variables: MOMGREETING1 is set to SP_NOTE. MOMGREETING2 is set to MCM_FIELD2. You can override the defaults by changing the variables to the greetings you wish to capture. Refer to the topic Environment Variables for information about adding and changing these variables. To print the M.O.M. Greeting fields on your address labels, refer to the topic Printing M.O.M. Greetings on Labels. MOMLOG When this variable is present and set to YES, a log file is created that contains all of the ODBC transactions between CPS and MOM. The name of the file is MOM.LOG and can be found in the \CPSW directory. MOMORD_TOTAL You can also import the data from the ORD_TOTAL field in the M.O.M. box database to any CPS field. Add the MOMORD_TOTAL environment variable and set it to any CPS field you want to import the data to. NOCUSTLOOKUP SET THIS TO PREVENT NON-M.O.M. DATA FROM BEING LOOKED UP When this variable is set to YES, it prevents searching for customer data in the Customer file after the entry of the Customer ID field during parcel data entry.


NOHISTLOOKUP SET THIS TO PREVENT NON-M.O.M. DATA FROM BEING LOOKED UP When this variable is set to YES, it prevents searching for customer data in the History file after the entry of the Customer ID field during parcel data entry. NOMOMAUTOORDER If this variable exists and is set to YES, the M.O.M. Order screen will not redisplay for all of the remaining parcels in a multi-piece shipment after one of them is shipped. NOMOMXLUSI If present and set to YES, M.O.M. XL runs without the features of USI USINO… These variables allow you to exclude certain CPS fields from write back to M.O.M. if you are using USI. You need to add the variable and set it to YES to stop the field from being written back to M.O.M. The following is a list of the variables and the CPS fields they correspond to. Example: To not write back the NAME field, create USINONAME and set it to YES.

CPS Field Environment Variable

ACCNO3RD USINOACCNO3RD

ACTUAL_WT USINOACTUAL_WT

ADDITION USINOADDITION

ADDR3RD USINOADDR3RD

ADDRESS USINOADDRESS

AOD USINOAOD

CALLTAG USINOCALLTAG

CITY USINOCITY

CITY3RD USINOCITY3RD

COD_AMOUNT USINOCOD_AMOUNT

COD_TYPE USINOCOD_TYPE

COUNTRY USINOCOUNTRY

CTRY3RD USINOCTRY3RD

DIM_HEIGHT USINODIM_HEIGHT

DIM_LENGTH USINODIM_LENGTH

DIM_WIDTH USINODIM_WIDTH

EMAIL USINOEMAIL

ITEM_ID USINOITEM_ID

LINE_2 USINOLINE_2

MANIF_DATE USINOMANIF_DATE

METHODPMT USINOMETHODPMT

NAME USINONAME

NAME3RD USINONAME3RD

OVERSIZE USINOOVERSIZE

PHONE USINOPHONE

SHIPPED USINOSHIPPED

STATE USINOSTATE


STATE3RD USINOSTATE3RD

T_CHARGES USINOT_CHARGES

T_COST USINOT_COST

TRACKER USINOTRACKER

TYPE USINOTYPE

VALUE USINOVALUE

ZIP USINOZIP

ZIP3RD USINOZIP3RD

ZONE USINOZONE

USIPARTONLY Create this variable and set it to YES to allow M.O.M. to pass shipment part indicators to CPS. In Daily Entry, enter the box id/order # plus the shipment part indicator in the customer id field to display only the packages in that part of the shipment. This shipment part indicator is stored in the Inpart field in the box.dbf file in M.O.M. USIWEIGHTLOOKUP If this environment variable is present and set to NO, the weight will not be imported from the boxshare database. This environment variable is only available for users with the Universal Shipping Interface.


Setting Up Multiple Warehouses in CPS This feature is available when using the USI or M.O.M. XL. If multiple warehouses have been set up in M.O.M. you need to set up these warehouses in CPS using different UPS or USP shipper numbers for each warehouse. 1) The first step is to set up a custom carrier in CPS for each warehouse. To create a custom carrier, select the Carrier - F3 button from the toolbar in Tools (Start>Programs>CPS for Windows>Tools). The Carrier Information dialog opens. 2) On the Carrier tab, select the Create A Carrier button. The Create A Carrier dialog is displayed.

3) Enter the name of the carrier to create in the Enter New Carrier Name field. It must be three characters in length. Check the box next to Carrier is Like UPS or Carrier is Like USP to indicate that the new carrier will use the same rates and labels as UPS or USP. Add a meaningful description of the carrier in the Carrier Description field as it will appear in the selection list on the Service Selection dialog in Daily Entry. Select OK when finished. The Carrier Information dialog returns, and the new carrier appears in the Carrier field list box. Note: If you update rates or make any zone changes for UPS or USP, these changes should also be made for any carriers created ‘like UPS’ or ‘like USP’. To update the rates for a carrier ‘like UPS’ or ‘like USP’,

Select the Create a Carrier button on the Carrier tab.

Key in the name of the carrier being updated and select OK.

A prompt displays to update this carrier. Select Yes and the tables are updated to correspond to UPS.


4) To continue setting up warehouses- From the Windows taskbar, select Start>Programs>CPS for Windows>External Link Setup. Select the CPS to M.O.M. Interface and select OK. On the CPS to M.O.M. Interface Setup dialog, select the Warehouse ID Translation button to display the Warehouse ID Translation dialog. Select Add to display the Add Warehouse ID Translation dialog.

5) Enter the 6-character Warehouse ID from M.O.M. Use the list box to select a carrier code that has been previously set up in CPS (step 1). Select OK. Repeat this process for each warehouse you are setting up in CPS.

cps and mail order manager setup

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