Category Archives: TOP Interfacing

Setup Export From UPS WorldShip to TOP

To setup the export of shipping information from UPS WorldShip to Total Order Plus, you will need to map the V drive, Click on the link below for mapping instructions:

http://mindwarecorp.info/networking/mapping-drives-for-top/

The information is imported into the Total Order Plus invoice history file during the Order Entry End-of-Day processing. Information includes the carrier, tracking number, service type (i.e. UPS Ground), amount of shipping and the ship date. This information is available in the Find Order/Invoice Utility on the Order Entry System Menu.

Setup steps are listed below:

1.     Select Import/Export Data from WorldShip menu

2.     Select Create or edit import or export map

3.     Select Export data from WorldShip

4.     Select Export CSV

5.     Select Freight Shipment

6.     Enter TOP_IMPORT001 and select Create

7.     Add fields in the following order

Package:Reference 1

Shipment Info:Void Indicator

Shipment Info:Lead Tracking Number

Shipment Info:Service Type

Shipment Info:Total Shipment Reference Charge

Package:Reference 2

Package:Reference 3

8.     Select Define

9      Enter V:\CO001\UPS\UPS_CSV_EXPORT.csv

10   Select Save

11. Select Import/Export Data from WorldShip menu

12.  Select Automatic Export During End Of Day

13.  Select More

14.  Select TOP_IMPORT001

15.  Select EXPORT

 

Basis JDBC/ODBC Installation

Download Java JDK (Not JRE)

Note: Basis doesn’t support the latest version of Java, so version 8 must be used.

Download from:

http://www.oracle.com/technetwork/java/javase/downloads/jdk8-downloads-2133151.html

Open and run after download

Download BASIS BBj (Includes license manager and JDBC/ODBC driver)
Download from www.basis.com > Products > Downloads > BBj and Barista
Open and run
Select default folder (c:\bbj) and select Typical option
Register for a License
Enter customer name for Customer Name
Enter Mindware info for name/phone/email
Enter License
Enter information from BASIS License Registration Form

Select Register & install a license automatically
Configure the BLM to run as a WIndows Service
Startup Type: Automatic
Start the BASIS License Manager
As a Windows Service
Enter password for user
Start BBj Services
Select Finish

You may need to Allow access to the ThinClientProxyService.exe from your Firewall

Start Enterprise Manager
From Windows Start Select BASIS > BBJ > Browser EM
Double Click on PC Name on left side
User: admin
Password: admin123
Select Login

Create Database
Select Anchor icon under DATABASES to attach database
Click on Databases and Select +
Database Name: TOP_SHP### (### = TOP Company Number)
Dictionary Type: Legacy Format
Data Files: C:\TOP_DATA\CO001\
Data Dictionary: C:\TOP_DATA\SGDIR\
Select OK

Table TOP_SHP### should now display

Create Data Source (With Worldship 2014 You Must Do This From Within Worldship)
Select Start > Control Panel > Administrative Tools > Data Sources (ODBC)
Select System DSN Tab
Select Add Button
Select BBj ODBC Driver
Select Finish Button
Name: TOP_SHP###
Description: Total Order Plus Shipping – ###
Server: Name Of PC
Database: TOP_SHP###
User Name: admin
Password: admin123

Select OK

Setup TOP/UPS WorldShip Interface

Install ODBC Driver On UPS PC

The Basis ODBC or JDBC driver will need to be installed to interface with the UPS Worldship software. Below are links for both.

ODBC: http://mindwarecorp.info/top-interfacing/install-basis-odbc-driver/

JDBC: http://mindwarecorp.info/top-interfacing/basis-jdbcodbc-installation/

UPS Worldship Installation

Notes:
Where ever you see ### you will need to replace that with the TOP company number, example 001 for company 1.

Follow the UPS Worldship instructions to install the software on the UPS Worldship CD-Rom if it has not already been installed.

Map Drive on UPS PC

Notes:
It will be necessary to map the UNIX top directory to the R drive on the UPS PC.

Click on this link for how to map TOP drives.

Create Folders on UPS PC

  1. Create the following folders on the UPS PC (this can be done from the DOS prompt using the MKDIR command or by using the My Computer icon). You will need to create a CO### folder for each TOP company that is going to be interfaced with UPS.
  • C:\TOP_DATA (contains cpy_ups###.bat)
  • C:\TOP_DATA\CO### (contains top_ups.tpm)
  • C:\TOP_DATA\SGDIR (contains *.1 files)

Download UPS interface files from Mindware website

1. Go to http://mindwarecorp.info/downloads-top-shipping-interface/. Click on Save Target AS -> Click on Browse -> Save files in C:\TOP_DATA\SGDIR folder

2. Unzip the interface files in the C:\TOP_DATA\SGDIR folder

3. Copy C:\TOP_DATA\SGDIR\cpy_ups.bat to the C:\TOP_DATA\CO### folder. The contents of the file is below. You will need to do this for each TOP company.

COPY R:\CO001\OEST1 C:\TOP_DATA\CO001

Notes:
If you are using a company number besides 001, you will need to use NotePad to edit the file. Change the 001 in both places to the correct company number.

4. Copy C:\TOP_DATA\SGDIR\top_ups.tpm to the C:\TOP_DATA\CO### folder. The contents of the file is below. You will need to do this for each TOP company.

DICTIONARY=C:\TOP_DATA\SGDIR\
DATA=C:\TOP_DATA\CO001\

Notes:
If you are using a company number besides 001, you will need to use NotePad to edit the file. Change the 001 to the correct company number.

Create an Icon to Copy the Ship-To File

1. Create an icon for copy command:

Right Click on desktop -> Select New -> Select Shortcut
Use browse to select the C:\TOP_DATA\CO###\CPY_UPS.BAT file
Enter icon name: Copy TOP ### Ship-To File
Select Finish

Create UPS Map
1. Start UPS Worldship software

2. Select Import-Export > Tools

3. Select Connection Assistant

4. Select Create a new map for import -> Select Next

5. For Import Data Type select Shipment -> Select Next

6. Select By Known ODBC Source

7. Select Launch the ODBC Administrator (then follow the steps below)

  • Select System DSN Tab
  • Select Add Button
  • Select BBj ODBC Driver
  • Select Finish Button
  • Name: TOP_SHP###
  • Description: Total Order Plus Shipping – ###
  • Server: Name Of PC
  • Database: TOP_SHP###
  • User Name: admin
  • Password: admin123
  • Select OK

8. Select TOP_SHP### from ODBC Sources list > Select Next

9. Select New Map

10. Enter TOP_UPS### for New Map Name -> Select Next

11. Select Finish

12. Select OE_SHIPTO for ODBC Table

13. Select Ship To for WorldShip Fields

14. Connect the following fields, first select field from OE_SHIPTOVIEW -> From Ship To Select Connect.

OE_SHIPTO
CC_NAME
SHIPTO_ADD1
SHIPTO_ADD2
SHIPTO_ADD3
SHIPTO_CITY
SHIPTO_NAME
SHIPTO_STATE
SHIPTO_ZIP
SHIPTO_CTRY
ORDER_NO
RECV_UPS_NO

Ship To
Attention
Address 1
Address 2
Address 3
City or Town
Company or Name
State
Postal/ZIP Code
Country/Territory
Customer ID
Receiver UPS Account Number

15. Select ORDER_NO then select Define Primary Key for Import button

16. Select Package for WorldShip Fields

OE_SHIPTO Package
ORDER_NO
PO_NO
INVOICE_NO
SHPMNT_VALUE

TO Package
Reference 1
Reference 2
Reference 3
Declared Value Amount

17. Select Shipment Information for WorldShip Fields

OE_SHIPTO
SERVICE_TYPE
BILLING_OPT
NOTIFY_FLG
NOTIFY_FLG
EMAIL_ADDR

Shipment Information
Service Type
Billing Option
QVN Option
QVN Ship Notification Option
Notification Recipient 1 E-mail

18. Select Ship From for WorldShip Fields

OE_SHIPTO
RETURN_NAME
RETURN_ADD1
RETURN_ADD2
RETURN_CITY
RETURN_STATE
RETURN_ZIP
RETURN_CTRY

Ship From
Company or Name
Address 1
Address 2
City or Town
State/Province/Country
Postal/ZIP Code
Country/Territory

19. Select OK

20. Select No to batch import question

Notes:
Repeat for each company beginning with step number 2.

Setup Keyed Import

  1. Select UPS OnLine Connect
  2. Select Keyed Import
  3. Select More
  4. Select TOP_UPS### (where ### is the company number)
  5. Select Import

Using UPS With TOP ODBC Interface

  1. Double Click on Copy TOP Ship-To File icon
  2. Start UPS Worldship
  3. Select Import-Export
  4. Select Keyed Import
  5. Select TOP_UPS### (where ### is the company number, if first time select More, then select TOP_UPS###)
  6. Enter TOP Order Number (Include leading zeros) and push the Enter or Tab key (below is example of keyed import entry window)

UPS_Keyed_Import

Setting Up Service Type In TOP

  1. Enter a ? from any Order Entry Menu
  2. Select Ship Via Maintenace
  3. Enter F1 for Maintenance from display mode
  4. Enter TOP ship via code for UPS
  5. Select N to edit
  6. Enter correct UPS service type for each corresponding ship via code, see list below:
  • Next Day Air Early AM
  • Next Day Air
  • Next Day Air Saver
  • 2nd Day Air AM
  • 2nd Day Air
  • 3 Day Select
  • Ground

 

Install Basis ODBC Driver

Download ODBC Driver & BLM
Create C:\TEMP folder if not already there
For Basis ODBC 3.01 Driver: http://mindwarecorp.info/downloads-top-odbc-driver/
For Basis BLM License Manager:http://mindwarecorp.info/downloads-top-odbc-license/

Install BLM (BASIS License Manager)
Close all programs
Run C:\TEMP\blmgr11300.exe
UnZip to C:\TEMP
Run C:\TEMP\SETUP.EXE
Select English
Select Next for Welcome Window
Select Yes for Software License Agreement
Select Next for Location
Select Next for Select Program Folder Window
Select Next for Register for a BASIS License
Enter License Registration Information
Company Name:
First Name:
Last Name:
Email Address:
Phone Number:
Serial Number: (On License Registration Form)
Authorization Number: (On License Registration Form)
Select Next
Select Next for License Registration and Delivery Methods
Select OK for License Installed
Select No for installing another license
Select Finish for Installation Complete
Select OK to reboot
Uncheck the readme file option and select Finish
Select Finish for Setup Complete (system will reboot)

Install ODBC Driver
Run C:\TEMP\1467301.exe
UnZip to C:\TEMP
Run C:\TEMP\SETUP.EXE
Select English
Select Next for Welcome Window
Select Yes for Software License Agreement
Select Typical Setup and Next for Setup Type
Select Next for Select Program Folder
Close BASIS ODBC Driver 3.01 Window
Check box for Only check this box if using BASIS License Manager and select Next
Select Yes for Attention warning
Check option for Configure this application to use the BASIS License Manager and select Next
Enter name for PC in box and select Next (Start -> Settings -> Control Panel -> System -> Computer Name)
Select OK for Installation Successful
Select Finish for Installation Complete
Uncheck the readme file option and select Finish

Create TOP Configuration File

File name: /SGDIR/TOP.TPM

Sample TOP.TPM file:
; Top of config file
DICTIONARY=C:\TOP\SGDIR\
DATA=C:\TOP\CO001\
; Bottom of config file

Create Data Source

Select Start -> Settings -> Control Panel -> Administrative Tools

Select Data Sources (ODBC) Icon

Select Add

Select Basis ODBC Driver

Enter Data Source Name: TOP

Enter Data Source Description: Total Order Plus

Enter data source configuration file: drive_dir/SGDIR/TOP.TPM
(drive_dir examples, C:/TOP, /u/top, /<scosysv,port=1100>)

Notes:
If you need to setup ODBC for multiple companies, you will need to repeat the steps above beginning with Create TOP Configuration File. Use the company directory number after TOP (example top3.tpm, data source name top3) for each company you setup.

Order Shipment Info Display

The Find Order/Invoice Utility is used to display order shipment information. The utility is located on the Order Entry System Menu. Once an order is found, there are multiple search options, select the  Freight option (see example below):

OE_Ord_Find

After you select the Freight option, you will get a screen like the example below:

OE_Shp_Info

Stamps.com TOP Interface

Before setting up Stamps.com to interface with TOP, you should first setup the items below.

Setup TOP Integration

TOP Ship Via Code

To setup TOP integration only requires setting up two additional ship via parameters. The Ship Via Maintenance can be found on the O/E Options Menu.

PM – Priority Mail          Bill Option:  Packages          Service Type:  FC Mail

MA – Mail                        Bill Option:  Packages          Service Type:  FC Mail

ship_via_maint

ship_via_maint_2

Map V Drive on Shipping PC

To transfer data between the server and the shipping, you will need to Map the V drive on PC to \\192.168.1.2\TOP_IMPORT. For how to map a drive select this link.

Stamps.com Export

Run Stamps.com Export from the TOP O/E Import/Export File Menu to create the STAMPS_COM.csv file. This will be needed before continuing to the steps below.

  1. Start Stamps.com if not running
  2. Select <Manage Profile> from profile pull-down menu
  3. Select New button 
  4. Select CVS/TextFile (*.csv or *.txt)
  5. Select Next
  6. Enter TOP_SC001 for Profile Name (001 is for company 1 in TOP)
  7. Select Next
  8. Select Create a new data source
  9. Select Next
  10. Select Text/CSV File
  11. Select Next
  12. Enter V:\CO001\SC for Location
  13. Select Next
  14. Select Test Connection  ->  Select OK
  15. Select Next for Confirm Connection
  16. Select STAMPS_COM.csv for Database Table
  17. Select Auto Match button
  18. Select OK for Auto Matching Done

This should map the following fields:

Package Tab:

  • Order ID: ORDER_NUMBER
  • Order Date: ORDER_DATE
  • Package Value: PACKAGE_VALUE

Shipping Options Tab:

  • Mailpiece: MAIL_PIECE
  • Mail Class: MAIL_CLASS
  • Printed Message: PRINT_MESSAGE

Recipient Tab:

  • Full Name: FULL_NAME
  • Company: SHIPTO_COMPANY
  • Address 1: SHIPTO_ADDRESS1
  • Address 2: SHIPTO_ADDRESS2
  • City: SHIPTO_CITY
  • State: SHIPTO_STATE
  • ZIP/Postal Code: SHIPTO_ZIP
  • Country: SHIPTO_COUNTRY
  • Email: SHIPTO_EMAIL

Return Address:

  • Company: RETURN_COMPANY
  • Address 1: RETURN_ADDRESS1
  • Address 2: RETURN_ADDRESS2
  • City: RETURN_CITY
  • State: RETURN_STATE
  • ZIP/Postal Code: RETURN_ZIP

Second Step From Stamps.com

  1. Select Shipping Options Tab
  2. Select Mailpiece button   (Import and PostBack use the same table for Mailpiece)
  3. Select Maps To pull down menu
  4. Select an option (like Package)
  5. Enter the TOP Ship Via Service Type (example Priority Mail) in the New Code field
  6. Select Add
  7. Select Save after entering Mailpiece codes
  8. Select Mail Class button  (Import and PostBack use the same table for Mail Class)
  9. Select Maps To pull down menu
  10. Select an option (like Priority Mail and First Class Mail)
  11. Enter the TOP Ship Via Service Type (example Priority Mail and FC Mail) in the New Code field
  12. Select Add
  13. Select Save after entering Mail Class codes
  14. Select Next
  15. Select Same data source
  16. Select Next
  17. Map the field like below for Postback Data

mailpiece maill_class

 

 

 

 

Package Tab:

  • Order ID: ORDER_NUMBER
  • Mail Piece: POSTBACK_MAIL_PIECE
  • Mail Class: POSTBACK_MAIL_CLASS
  • Mail Date: POSTBACK_MAIL_DATE
  • Postage Amount: POSTBACK_TOTAL_COST
  • Status: POSTBACK_STAT

Third Step From Stamps.com

  1. Select Mailpiece button
  2. Select Maps To pull down menu
  3. Select an option (like Packages)
  4. Enter the description to display in TOP (example Packages) in the New Code field
  5. Select Add
  6. Select Save after entering Mailpiece codes
  7. Select Mail Class button
  8. Select Maps To pull down menu
  9. Select an option (like Priority Mail)
  10. Enter the description to display in TOP (example Priority Mail) in the New Code field
  11. Select Add
  12. Select Save after entering Mail Class codes
  13. Select Next
  14. Select Done
  15. Select Done

To use interface select TOP_SC001 profile, then enter TOP order number for Order ID field and select Get Order. Below is a screen example from Stamps.com after selecting Get Order.

Stamps_Com

Notes:

  • The Stamps.com Export must be run before new orders/invoices can be pulled up in Stamps.com.
  • When the Stamps.com Export is run, it also checks for Stamps.com shipped orders and uses that information to also update TOP.
  • The Find Order/Invoice Utility is used to display shipping information. For more info on displaying the order shipping info select this link.

You can add a printer for the labels.  See example below:

stamps.com_printer stamps.com_printer2