In this Guide

Overview
Automated Export System
Box Size
Cut Off Times
Currency Codes
Handling Type
Customs Filing Module Integration
Configuring CFM with Parcel
Control Tower Integration
Export Integration
Export Mode of Transport Mapping
Export Messages
LTL Class
TMS Integration
Notification Service Config
Printer Map
Input Validation Expression
Shipper Defaults
Field Customization Tab
Advanced Tab
Reports Tab
Labels Tab
Proxy tab
Custom Service Provider
Tracking Module Integration
Unit of Measure (Item)
Address Validation
Rate Description
Connect Configuration (Integration Adapter)
Connect Configuration Settings
General Tab
Connect Input Tab
Non Consolidated Real Time Output Tab
Manifest Tab

Overview

In the Settings section, you can configure the following non-carrier-specific settings:

Setting	Description
Automated Export System	Enable and configure AES for Parcel carriers, such as UPS, FedEx and DHL Global.
Box Size	Add, edit, delete universal (non-carrier-specific) box types that your company uses to ship packages.
Cut Off Times	Add, edit, delete cut off time records for use by Parcel. A cut off time for a carrier tells Parcel when to begin a new shipping day for that carrier.
Currency Codes	Add, edit, delete currency codes for use when shipping international packages.
Handling Type	Add, edit, delete handling types. Handling types are the container types (such as barrel, bin, case, pallet, skid) used for LTL and TL shipments.
Customs Filing Module Integration	Enable and configure CFM with Parcel.
Control Tower Integration	Enable to configure CT FTP with Parcel.
Export Integration	Enable and configure Export Integration with Parcel.
Export Mode of Transport Mapping	Set the values that Export uses to represent the Mode of Transport for a shipment.
Export Messages	This table allows you to enter status messages to be returned by Export.
LTL Class	Add, edit, delete the National Motor Freight Classification (NMFC) Codes and a descriptions for the tariff for the NMFC Classes in the drop-down list.
Notification Service Config	Add, edit, delete e-mail notification records for use by Parcel.
Printer Map	Add, edit, delete printers for use by Parcel.
Shipper Defaults	Configure Shipper Default settings for this location.
Unit of Measure (Item)	Add, edit, delete unit of measure codes for use when shipping international packages.
Address Validation	Configure information used to validate addresses in Parcel.
Connect Configuration	Configure information if you are using the Integration Adapter (see section Connect Configuration Overview) to access Parcel.

Automated Export System

U.S. Exporters use the Automated Export System (AES) to electronically declare international exports to the U.S. Census Bureau to help compile export and trade statistics. This information is shared with other Federal agencies involved in monitoring and validating exports.
For U.S. origins (including Puerto Rico) you can enable the following Parcel carriers under a specific Location for use with AES:

UPS
FedEx
DHL Global

To enable a parcel carrier for AES:

Configure the fields on this screen according to the following table:

In this box...	Do this...
United Parcel Service	To enable a UPS carrier for AES for this location, select this check box.
Federal Express	To enable a FedEx carrier for AES for this location, select this check box.
DHL Global	To enable a DHL Global carrier for AES for this location, select this check box.

Click SAVE to save the configuration or click CANCEL to exit this screen without saving.

Box Size

Use the Box Size screen in the Settings section of a location to add, edit, generic (non-carrier-specific) box types that your company uses to ship packages.
You can use these pre-defined box types to save time while processing packages. Using box types saves time because you do not have to type in the dimensions for the box; you can select the box type on the Parcel Warehouse screen.
Note: The box type appears in the Packaging list on the Parcel tab of the Warehouse page and on Step 3 of the Desktop application.
Add a Box Type

Click ADD icon at the top of the screen. The Add Record dialog box appears.

Complete the boxes as follows:

In this box...	Do this...
Name	Type a name for the box type.
Description	Type a short description for the box type. The Description appears in the Packaging list on the Parcel tab of the Warehouse page and on Step 3 of the Desktop application.
Length	Type the length of the box type.
Width	Type the width of the box type.
Height	Type the height of the box type.
Non-Conveyable	If the box type cannot go through a conveyor system, select the check box. If the box type is conveyable or machinable, clear the check box.
Unit of Measure	Type the unit of measure used for the dimensions.

Click SAVE to save the new box type. Otherwise, click the CANCEL to cancel the new box type.

Edit a Box Type

Click EDIT icon in the left column in the row containing the record that you want to edit.
A dialog box appears. Edit the fields as needed.
Click SAVE at the bottom of the dialog box to save the changes.

Delete a Box Type

Click DELETE icon in the left column in the row containing the record that you want to delete.
A confirmation dialog box appears. Click OK to delete the record. Or click CANCEL to keep the record.

Cut Off Times

Use the Cut Off Times screen in the Settings section of a location to add, edit, delete cut off times for use by Parcel.
A cut off time for a carrier tells Parcel when to begin a new shipping day for that carrier. For example, if DHL allows you to ship until 2 AM tomorrow but still considers the ship date to be today, you can set the cut-off for DHL to be 2 AM. Parcel will then use the previous day's ship date for DHL packages processed from midnight until 2 AM.
Add a Cut Off Time Record

Click the ADD icon at the top of the screen. The Add Record dialog box appears.

Complete the boxes as follows:

In this box...	Do this...
Carrier	Type the name of the carrier that this cut off time range applies to. Type ALL if it applies to all carriers.
Service	Type the name of the carrier's service that this cut off time range applies to. Type ALL for all services.
Specific Day	If this cut off time range applies only to a specific day of the week, select that day from the list.
Specific Date	If this cut off time range applies only to a specific date, type that date in this format: yyyymmdd.
Start Time	Type the start time of this cut-off time range. Use the 24-hour format. For example, for midnight, type 0000. *Caution:* For this feature to work correctly, it is important to enter 0000 for this value and not 2400.
End Time	Type the end time of this cut-off time range. Use the 24-hour format. For example, for 2 a.m., type 0200. *Caution:* The latest value that can be used for end time is 2359 (24-hour equivalent of 11:59 p.m.)
Day Increment	Type a positive or negative number to indicate the number of days to increment the ship date to when in the cut off time range. For example, if DHL allows you to use the previous day's ship date for packages processed between midnight and 2 a.m., type -1 (a negative sign, then a 1).
New Time	Type the time to use as the ship time for packages processed within this cut off time range.

Click SAVE to save the new cut off time record. Otherwise, click CANCEL to cancel the new record.

Edit a Cut Off Time Record

Click EDIT icon in the left column in the row containing the record that you want to edit.
A dialog box appears. Edit the fields as needed.
Click SAVE at the bottom of the dialog box to save the changes.

Delete a Cut Off Time Record

Click DELETE icon in the left column in the row containing the record that you want to delete.
A confirmation dialog box appears. Click OK to delete the record. Or click CANCEL to keep the record.

Currency Codes

Use the Currency Codes screen in the Settings section of a location to add, edit, delete currency codes for use when shipping international packages.
Add a Currency Code

Click the ADD icon at at the top of the screen. The Add Record dialog box appears.

Complete the boxes as follows:

In this box...	Do this...
Currency	Type the name of the currency; for example, Canadian Dollar.
Code	Type the three-character code for the currency; for example, CAD for Canadian Dollar.

Click SAVE to save the new currency code. Otherwise, click CANCEL to cancel the new currency code.

Edit a Currency Code

Click EDIT icon in the left column in the row containing the record that you want to edit.
A dialog box appears. Edit the fields as needed.
Click SAVE at the bottom of the dialog box to save the changes.

Delete a Currency Code

Click the DELETE icon in the left column in the row containing the record that you want to delete.
A confirmation dialog box appears. Click OK to delete the record. Or click CANCEL to keep the record.

Handling Type

Use the Handling Type screen in the Settings section of a location to add, edit, delete handling types. Handling types are the container types (such as barrel, bin, case, pallet, skid) used for LTL and TL shipments.
Add a Handling Type

Click ADD icon at the top of the screen. The Add Record dialog box appears.

Complete the boxes as follows:

In this box...	Do this...
Display Group	Type the description for the Handling Type as it will appear in the Parcel user interface.
Unit	Type the three-character code for the Handling Unit; for example, PLT is the code for Pallet.
Description	Type the description of the Handling Type; for example, "Pallet" is the description for PLT. *Note:* Description appears in the LTL Packaging Type, LTL Type, and Handling Type lists on the Parcel tab of the Warehouse page.
Weight	Type the default Weight for the Handling Type if applicable. This value enables Parcel to calculate Total Weight for the shipment.

Click SAVE to save the new handling type. Otherwise, click the CANCEL to cancel the new handling type.

Edit a Handling Type

Click the EDIT icon in the left column in the row containing the record that you want to edit.
A dialog box appears. Edit the fields as needed.
Click SAVE at the bottom of the dialog box to save the changes.

Delete a Handling Type

Click DELETE icon in the left column in the row containing the record that you want to delete.
A confirmation dialog box appears. Click OK to delete the record. Or click CANCEL to keep the record.

Customs Filing Module Integration

The Customs Filing Module (CFM) functions with Parcel for export Customs filing. CFM processes international shipments originating in the United States through the Automated Export System (AES). CFM first validates the Customs data for an international shipment, and then submits this data to AES and polls for responses, returning status messages accordingly.
The CFM module operates in conjunction with Parcel as a plugin to the Orchestration Layer (OL). Thus, to use the CFM module with Parcel, you must first install the Orchestration Layer, CFM, the CFM plugin to the Orchestration Layer, and the AES application that allows you to connect to AES. (Note that each application has a separate installer; for more information, see the following general procedure and the installation guides for these applications.) Next, you must enable and configure OL under Global Settings. Finally, enable and configure CFM under the location where you want to use CFM.

Installing CFM Components

Note: Installation documentation for each component except the AESDirect VPN connection is included with your Parcel distribution, including hardware and software requirements.
Install the required CFM components in the following order.

The Orchestration Layer. This application facilitates communication between Parcel and CFM via XML. See the Orchestration Layer Installation Guide for information.
The Customs Filing Module. See the CFM Installation and Configuration Guide.
The Customs Filing Module plugin adapter. See the Customs Filing Module 1.0 Orchestration Layer Plugin Installation Guide for information.
AESDirect VPN software. This application enables transmission of Customs data to AES for processing and the return of status messages. You obtain this application and installation instructions when you set up the required account with AES. See the AESDirect Web site for more information.

Configuring CFM with Parcel

Warning: Check to ensure that you do not activate both Export and the Customs Filing Module (CFM) for the same location. You can, however, use Export for one location and CFM for a different location.
Caution: The CFM module operates in conjunction with Parcel as a plugin module to the Orchestration Layer (OL). To use the CFM module with Parcel, you must enable and configure OL under Global Settings. See the section Global Settings >Orchestration Layer Integration.
The following settings are available from the Export Integration option in the Web Admin tool left panel for each Location.

This field...	Is for this data...
Process International Shipments via CFM	Select this check box to enable processing on International shipments via the Customs Filing Module for this location. This check box is de-selected (cleared) by default.
Print Notification Type for Ship and Continue	From the drop-down list, select the notification type to be used in Ship and Continue mode for this location: None – No notification will be printed when shipment is processed. Label – Print a license plate label when processing a PSHP request for Ship and Continue.
Notification Template / Text	Type the template name to be used when generating Label or Notification Text to be printed when generating a document. Note: The Integration will default to the standard label template KX_LPLATE_LABEL if this value is not specified.
Enable Transaction Reference Generation	Select this check box to generate a sequential transaction reference string for each CFM transaction. *Caution:* You must ensure that every Transaction Reference is unique for each Parcel instance that has an AES account associated with it. You can accomplish this by specifying a unique alphanumeric reference prefix by location. (See the following row of this table.) *Notes:* This Transaction Reference forms the header for each status message returned. If you leave this check box unselected, the user must manually enter a Transaction Reference for each shipment. When you select this check box, for each shipment with CFM, Parcel automatically generates a 17-character alphanumeric string consisting of a prefix (if specified) plus a sequential number consisting of leading zeros (if required) plus the number itself; for example: CFM0000000013245.
Optional Reference Prefix	Optionally, type a prefix to prepend to CFM reference numbers.
Reference Sequence Start	Type the starting number for the sequential numeric portion of the Transaction Reference or accept the default of 1.
Reference Sequence End	Type the ending number for the sequential numeric portion of the Transaction Reference or accept the default of 9999999999.
Tenant ID	Type the Tenant ID to be used for CFM and Customs Management - AES integration.
Username	Type the Username to be used for Customs Management - AES integration.
Password	Type the Password to be used for Customs Management - AES integration.
Terminal ID	Type the Terminal ID to be used for CFM and Customs Management - AES integration.

Click SAVE to save the values entered or click CANCEL to cancel this operation.

Control Tower Integration

CT SFTP Configuration

The following settings are available from the Control Tower SFTP Configuration to transmit and receive data.

This field...	Is for this data...
Customer Code	Enter the Customer Code for which the export is configured.
Export File Upload
SFTP Server Name	Enter the SFTP server address for uploading the exported Billing and Expense Data files.
SFTP Port Number	Enter the port number of SFTP server for uploading the exported Billing and Expense Data files.
SFTP Username	Enter the user name of SFTP server for uploading the exported Billing and Expense Data files.
SFTP Password	Enter the password of SFTP server for uploading the exported Billing and Expense Data files.
SFTP connection timeout	Enter the SFTP connection timeout in seconds, Default value is 90 secs.
Transport Order Upload Folder	Enter the CT SFTP Transport order upload folder name.
Status Upload Folder	Enter the CT SFTP status upload folder name.
Status Download Folder	Enter the CT SFTP status download folder name.
Import Status File	Select this check box to enable the status import from CT. This check box is selected by default.

Click SAVE to save the values entered or click CANCEL to cancel this operation.

Export Integration

Location Configuration

The Location Configuration screens are used to enable Export Integration at the location level, as well as providing the ability to specify the Export Integration notification template for the location.

Warning: Check to ensure that you do not activate both Export and the Customs Filing Module for the same location.

These settings are available from the Export Integration option in the Web Admin tool left panel for each Location.

This field...	Is for this data...
Process International Shipments via Export	Select this check box to enable processing on International shipments via Export for this location. This check box is de-selected (cleared) by default.
Print Notification Type for Ship and Continue	From the drop-down list, select the notification type to be used in Ship and Continue mode for this location: None – No notification will be printed when shipment is processed. License Plate Label – License Plate Label will be printed when shipment is processed via Export. License Plate Document – License Plate Document will be printed when shipment is processed via Export. Carrier Label – Print a carrier label when available when processing a PSHP request for Ship and Continue. *Note:* Some carriers do not allow printing labels for a PSHP request. In this case, the carrier specific license plate label is printed.
Notification Template Text	Type the template name to be used when generating Label or Notification Text to be printed when generating a document. *Note:* The Integration will default to the standard label template KX_LPLATE_LABEL if this value is not specified.
Export Send Only	Select this check box to have the Export Integration process only send data to Export but not wait for or process any returns from Export.

Click SAVE to save the values entered or click CANCEL to cancel this operation.

Export Mode of Transport Mapping

Export uses the following values to represent the Mode of Transport for a shipment. In this way, Export Integration provides a method for linking these to each Parcel Carrier Service that supports International shipments. This screen is in editable table form but should not be modified without consulting e2open, LLC. It is intended to be used as a reference.

Field	Data Name
Carrier	Parcel Internal Carrier Code.
Service	Parcel Service Code.
Numeric Code	Export Numeric Code.
Alpha Code	Export Alpha Code.

Export Messages

Export uses two values to represent the Mode of Transport for a shipment. Export Integration provides a method for linking these to each Parcel Carrier Service that supports International shipments.
Edit the table as you would any table in the Web Admin tool. See the section Conventions .

This field...	Is for this data...
Export Status	Export Status.
Message	Display Message.

LTL Class

LTL Class is determined by the National Motor Freight Classification (NMFC) tariff. The NMFC class of your freight is used to calculate how much an LTL carrier charges for a shipment. Use the Parcel LTL Class screen to specify NMFC classes, codes, and descriptions.
Note: NMFC Classes and Codes are readily available online. The following table provides one example.

Add LTL Class

Click ADD icon at the top of the screen. The Add Record dialog box appears.

Complete the boxes as follows:

In this box...	Do this...
NMFC Code	Type the numeric NMFC code for the item; for example: 80460
Description	Type the description of the item; for example, "Steel storage cabinets, no glass, set up" (without quotation marks).
NMFC Class	From the drop-down list, select the NMFC Class of the item; for example: 150 (Steel Storage Cabinets) *Note:* There are 18 NMFC Classes listed.

Click SAVE to save the new currency code. Otherwise, click CANCEL to cancel the new currency code.

Edit an LTL Class

Click EDIT icon in the left column in the row containing the record that you want to edit.
A dialog box appears. Edit the fields as needed.
Click SAVE at the bottom of the dialog box to save the changes.

Delete an LTL Class

Click DELETE icon in the left column in the row containing the record that you want to delete.
A confirmation dialog box appears. Click OK to delete the record. Or click CANCEL to keep the record.

TMS Integration

TMS Integration FTP/File Share Details

TMS Integration enables Parcel shipping capabilities in the Transportation Management System (TMS). In this integration, TMS serves as the user interface (UI) for the Parcel system.
The TMS Integration screen is set up at the location level for entering and updating information for the FTP Server and/or File Sharing Details for the relevant manifest files and reports (CLOSE and UPLOAD).
The following settings are available in the Web Admin tool left panel under each Location.

Field	Data
File Transfer Type	Select the File Transfer Type from the drop-down list. Options are: FTP File Share *Note:* The default value for this field is FTP.
Parcel FTP Details
Server	Enter the FTP/File Share Server URL or IP address.
Port	Enter the Port Number used to connect to the FTP/File Share Server.
Username	Enter the Username used to access the FTP/File Share Server.
Password	Enter the Password used to access the FTP/File Share Server.
Close Status Destination Path	Enter the Close Status Destination Mailbox Folder Path Located on the FTP/File Share Server.
Documents Destination Path	Enter the Documents Destination Mailbox Folder Path located on the FTP/File Share server.

Click SAVE to save the values entered or click CANCEL to cancel this operation.

Notification Service Config

Use the Notification Service Config screen in the Settings section of a location to add, edit, or delete e-mail notification records for use by Parcel.
Notifications are e-mails that are automatically sent when a certain event occurs in Parcel such as the closing of a certain carrier or the uploading of a certain carrier's manifest.
This screen is meant to configure notifications in response to system-level events as opposed to shipment-level events. If you want to send an e-mail to the recipient of a shipment to notify them of when the shipment is sent, delivered, or delayed, you would do that while processing the shipment in Parcel.

Add a Notification Service Record

Click ADD icon at the top of the screen. The Add Record dialog box appears.

Complete the boxes as follows:

In this box...	Do this...
Carrier	Type the name of the carrier that this notification applies to. Type ALL if it applies to all carriers.
Service	Type the carrier's service name abbreviation that this notification applies to. Type ALL if it applies to all services.
Request	Type the code for the request (system-level event) that should trigger this notification. Requests include: SHIP - for when a package is shipped VOID - for when a shipment is voided CLOS - for when a carrier is closed UPLD - for when the end-of-day file is uploaded to the carrier. To see the complete list of request codes and descriptions, click this link: Notification Request APIs
Type Name	From the drop-down list, select the type of notification. Currently, only notification via email is supported.
Template Part 1	Type or copy and paste the filename of the template to use for the subject area of the e-mail message. Notification templates are located in the following directory: ..\Flagship\bin\DocTemplates. For instructions on creating templates, click this link: Creating Notification Templates
Template Part 2	Type or copy and paste the file name of the template to use for the body area of the e-mail message. Notification templates are located in the following directory: ..\Flagship\bin\DocTemplates. For instructions on creating templates, click this link: Creating Notification Templates
Default Email	Type the default e-mail address to which to send the email notification.
Template Type	From the drop-down list, select the type of template to use for the email message: HTML Text \|

Click SAVE to save the new record. Otherwise, click CANCEL to cancel the new record.

Edit a Notification Service Record

Click EDIT icon in the left column in the row containing the record that you want to edit.
A dialog box appears. Edit the fields as needed.
Click SAVE at the bottom of the dialog box to save the changes.

Delete a Notification Service Record

Click DELETE icon in the left column in the row containing the record that you want to delete.
A confirmation dialog box appears. Click OK to delete the record. Or click CANCEL to keep the record.

Printer Map

Use the Printer Map screen in the Settings section of a location to add, edit, or delete printers for use by Parcel. The settings on this screen override any carrier-specific settings in the carrier Shipper Defaults screens.

Client-based Printing using the Location Settings Printer Map

When you configure a printer using the Add Record or Edit Record screens under Location > Settings > Printer Map, this activates a Parcel feature called Client-based Printing. This feature configures a local printer to print from a local client (workstation) that is accessing Parcel. When you create a shipment and click Ship, the Parcel server returns the label printing information to the Parcel client in the form of a file type specific to the local printer, and the client then sends this output file directly to the local printer.

Notes:

This feature requires you to let Parcel install KPrint ActiveX. The first time you log in, you are prompted to allow Parcel to automatically install KPrint ActiveX (as well as ScaleX). KPrint is a collection of Java classes that allows the user to generate print layouts within the Standard Widget Toolkit (SWT) framework for Java. After Parcel installs KPrint ActiveX, if you have not done so, you must also configure your Internet Explorer (IE) browser to enable ActiveX controls. For information about configuring IE to allow ActiveX, see the Help topic Logging In.
To enable Client-based printing, you must also activate the Enable Dynamic Printer check box on the Advanced Tab of the Location > Shipper Defaults screen. For more information on this screen, see the section Advanced Tab .
For Hazmat printing, some parameter values have different requirements. See the Notes in the following table.

Add a Printer

Click ADD icon at the top of the screen. The Add Record dialog box appears.

Complete the boxes as follows:

In this box...	Do this...
Printer IP Address	Type the name of the computer that the Parcel application (browser-based UI/Web GUI) is installed on, like this: WORKSTATIONNAME For example: MARLSMITH4 *Note:* This configuration assumes that the location from which printing is done has network domain access to this printer.
Printer Name	Type the network name and location of the printer like this: \\SERVERNAME\PRINTERNAME For example: \\GOYALE\LEXMARK *Note:* For hazardous materials (hazmat, dangerous goods) printing, type only the share name of the printer like this: PRINTERNAME For example: LEXMARK The following cases obtain: Local document printer: \\\printer name Local label printer: printer name Network label or document printer: \\Network\printer name
Printer Port	Type the TCP/IP port number through which the printer is connected to Parcel. In TCP/IP, there is an IP address and a port (for example, 10.10.1.160, port 1200). *Notes:* If the printer is a PNG printer, then type "png" (no quotation marks, all lower case) in this field. For hazmat printing only, type the server name with no slashes; for example: GOYALE Currently, this field allows a maximum of eight characters.
Printer Type	From the drop-down list, select the type of printer you are configuring. Currently supported printers are as follows: Windows Zebra 4M Monarch Eltron Zebra LP2443 Zebra LP2844 INTERMEC-PM4i DATAMAX-4208/PRODIGY ProdigyMax E Class
Label Printer	From the drop-down list, select Yes if the printer is a label printer or No if the printer is not a label printer.
Printer IP Ext	To identify a printer that is loaded with a specific type of label or document stock (for example, FedEx Ground OP-900 LL multi-ply form for hazardous materials shipments), type the IP extension for that printer. Valid values are as follows: IATA_HAZMAT – For the IATA Shipper's Declaration for Dangerous Goods form. FEDEX_OP900 – For the FedEx Ground OP 900 LL multi-ply form for hazardous materials shipments. UPS_HAZMAT – For the UPS Laser Compatible 8-part Hazardous Materials Shipping Paper. UPS_HAZMAT_CB – For the UPS Cross Border Ground Dangerous Goods Shipping Paper. *Note:* When you select the corresponding form from the drop-down list for a carrier, if you have a printer configured with the above IP extension(s), Parcel automatically sends the form to be printed on that printer.
Profile	If you want to apply a group of settings (a profile that you previously set up) to this printer, type the profile name. You can create profiles in the printer profile table in the didb database.

Click SAVE to save the new printer configuration. Otherwise, click CANCEL to cancel the new printer configuration.

Edit a Printer

Click EDIT icon in the left column in the row containing the record that you want to edit.
A dialog box appears. Edit the fields as needed.
Click SAVE at the bottom of the dialog box to save the changes.

Delete a Printer

Click DELETE icon in the left column in the row containing the record that you want to delete.
A confirmation dialog box appears. Click OK to delete the record, or click CANCEL to keep the record.

Input Validation Expression

Use the Input Validation screen in the Settings section of a location to add, edit, delete a custom expression for validating a particular type of input data in Parcel.

Add an Input Validation Expression

Click ADD icon at the top of the screen. The Add Record dialog box appears.

Complete the boxes as follows:

In this box...	Do this...
Validation Name	Type the name of the input validation expression; for example: "isNumber" (without quotation marks).
Custom Validation Expression	Type the custom validation expression; for example: /^0-9+(\.0-9+)?$/

Click SAVE to save the new currency code. Otherwise, click CANCEL to cancel the new currency code.

Edit an Input Validation Expression

Click EDIT icon in the left column in the row containing the record that you want to edit.
A dialog box appears. Edit the fields as needed.
Click SAVE at the bottom of the dialog box to save the changes.
Note: You can also edit fields on this screen directly by clicking directly on the field. This action causes the field to be displayed in direct edit mode. Click the disk icon to save changes.

Delete an Input Validation Expression

Click DELETE icon in the left column in the row containing the record that you want to delete.
A confirmation dialog box appears. Click OK to delete the record. Or click CANCEL to keep the record.

Shipper Defaults

General Tab

Use the General tab to configure the following settings for the location.
Note: These are the default location-level settings for shipments using the Parcel UI.

Top Section

In this box...	Do this...
Add Charge	Select the check box to add the custom charge (next box) to every order (i.e., handling charge) in addition to the freight charge. If checked, the fee is applied to non-revenue orders processed in the Parcel Server as well as revenue orders.
Customer Charge	Type the fee that will be added to every order (in addition to the freight charge) if the Add Charge check box above is selected (checked). For example, if the customer charge is $4.00, type 4.00 without the currency symbol.
Business Number	Type the federal government assigned Business Number (BN) of the person or company that exports the goods or causes them to be exported. This number is printed in the B13A Canada Customs form, if entered by the Shipper.
Business Number RM	Type the federal government assigned Business Number (BN), including the six digit RM account identifier, of the person or company that exports the goods or causes them to be exported. This number is printed in the B13A Canada Customs form, if entered by the Shipper.
Place of Exit	Type the place of exit through which the goods are expected to leave Canada.
Is Exporter	Select the check box, if the responsible party is the exporter of the shipments.
Date/Currency Format (Required Field)	From the drop-down list, select the type of the date and currency format to use in the shipping application and on labels and documentation printed from the Parcel Server. The choices are: European - Date format is as follows: DD/MM/YYYY (for example: 29/07/2010 for July 29, 2010) - Currency format is as follows: X.XXX,XX € (period for thousands, comma for decimal; for example: 1.000,00 € for one thousand Euros even) United Kingdom - Date format is as follows: DD/MM/YYYY (for example: 29/07/2010 for July 29, 2010) - Currency format is as follows: £X,XXX.XX (comma for thousands, period for decimal; for example: £1,000.00 for one thousand British Pounds even) United States - Date format is as follows: MM/DD/YYYY (for example: 07/29/2010 for July 29, 2010) - Currency format is as follows: $X,XXX.XX (comma for thousands, period for decimal; for example: $1,000.00 for one thousand US dollars even)
Blind Company Name	Type the company name to print on labels and documentation for shipments processed from this location instead of the company name that appears in the Ship From box in the shipping application.
Default INTL Currency	From the drop-down list, select the default currency unit to use on the INTL tab of the Warehouse screen; for example: "Chilean Peso".
Unit of Weight (Required Field)	Select the unit of weight to use for shipments processed from this location. The choices are pounds and kilograms: LB KG
Is WMS	Select the check box if the location is running the Optum Move Warehouse Management System.
Auto Multi Piece	From the drop-down list, select Yes or No to indicate if auto multi-piece is allowed.
Unit of Measurement (Required Field)	From the drop-down list, select the unit of measure for measuring parcels. The choices are as follows: IN – inches CM – centimeters
Customer Charge Type	From the drop-down list, specify whether customer charge is to be a fixed amount or a calculated percentage.
Location Currency	From the drop-down list, select the Location Currency that you want Parcel to display on the UI, as well as to record in the System of Record (SOR) database. *Note:* The value that you set for this field is for display purposes only. No currency conversions are performed based on this setting.

Dangerous Goods Section

In this box...	Do this...
Emergency Response Contact	Type the contact in case of emergency. *Notes:* For more information on how Parcel uses this information, see the following Help topic: Carrier Compliance - Dangerous Goods (Hazmat). For Level 1 – Level 2 carriers, you can also enter emergency contact information at the item level. See the following section Global Settings >Dangerous Goods Data .
Emergency Response Phone	Type the phone number to contact in case of emergency. *Notes:* For more information on how Parcel uses this information, see the following Help topic: Carrier Compliance - Dangerous Goods (Hazmat). For Level 1 – Level 2 carriers, you can also enter emergency contact information at the item level. See the following section Global Settings >Dangerous Goods Data .
Disable ORM-D	To disable the Other Regulated Materials Domestic (ORM-D) dangerous goods/hazardous materials classification for specific types of services, select one the following options from the drop-down list: Air Ground Both *Note:* To leave ORM-D enabled, accept the default blank selection.

Click SAVE in the lower-right corner of the screen to save the settings for this location. Otherwise, click CANCEL to cancel the settings specified.

Field Customization Tab

Use the Field Customization tab to configure settings for the location.
Among the configurable fields on this tab are the following Mapping fields:

Reference One Mapping
Reference Two Mapping
Reference Three Mapping
Reference Four Mapping
Reference Five Mapping

Use these fields to specify a mapping to an API key. (The "No Mapping" option indicates that no API key is to be mapped.) The drop-down lists of values for the above Mapping fields provide the options listed in the following table:

This option...	Maps to the API key...
No Mapping	No key.
Customer Reference Number	CUSTOMERREFERENCENUMBER
Pro Number	PRONO
Sales Order Number	SALESORDERNUMBER
Purchase Order Number	PURCHASEORDERNUMBER
Contract Number	CONTRACTNO
Consignee Reference Number	CONREF
Commercial Invoice Number	COMMERCIAL_INVOICE_NUMBER

Note: The fields Reference1, Reference2, Reference3, Reference4, and Reference5 map to a completely different set of API keys than the fields Reference One, Reference Two, Reference Three, Reference Four, and Reference Five.
The following settings are configurable for the location.

In this box...	Do this...
Customer Code Alias	Type the text to replace 'Customer Code' field on the user interface.
Address 2 Alias	Type the text to replace 'Address 2' field on the user interface.
Address 3 Alias	Type the text to replace 'Address 3' field on the user interface.
Reference One Alias	Type the text to replace 'Reference1' field on the user interface.
Reference1 Default Value	Type the default value to display in the Reference1 text box.
Lock Reference1	Select 'Yes' or 'No' to indicate whether the Reference1 field is non-editable. The default value specified in Reference1 Default Value field is displayed and used while processing a shipment.
Reference1 Is mandatory	Select 'Yes' or 'No' to specify whether the Reference1 field is mandatory.
Reference One Mapping	Select a value to map to the corresponding API key (see previous table) or select "No Mapping" not to map to a key.
Reference Two Alias	Type the text to replace 'Reference2' field on the user interface.
Reference2 Default Value	Type the default value to display in the Reference2 text box.
Lock Reference2	Select 'Yes' or 'No' to indicate whether the Reference2 field is non-editable. The default value specified in Reference2 Default Value field is displayed and used while processing a shipment.
Reference2 Is mandatory	Select 'Yes' or 'No' to specify whether the Reference2 field is mandatory.
Reference Two Mapping	Select a value to map to the corresponding API key (see previous table) or select "No Mapping" not to map to a key.
Reference Three Alias	Type the text to replace 'Reference3' field on the user interface.
Reference3 Default Value	Type the default value to display in the Reference3 text box.
Lock Reference3	Select 'Yes' or 'No' to indicate whether the Reference3 field is non-editable. The default value specified in Reference3 Default Value field is displayed and used while processing a shipment.
Reference3 Is mandatory	Select 'Yes' or 'No' to specify whether the Reference3 field is mandatory.
Reference Three Mapping	Select a value to map to the corresponding API key (see previous table) or select "No Mapping" not to map to a key.
Reference Four Alias	Type the text to replace 'Reference4' field on the user interface.
Reference4 Default Value	Type the default value to display in the Reference4 text box.
Lock Reference4	Select 'Yes' or 'No' to indicate whether the Reference4 field is non-editable. The default value specified in Reference4 Default Value field is displayed and used while processing a shipment.
Reference4 Is mandatory	Select 'Yes' or 'No' to specify whether the Reference4 field is mandatory.
Reference Four Mapping	Select a value to map to the corresponding API key (see previous table) or select "No Mapping" not to map to a key.
Reference Five Alias	Type the text to replace 'Reference5' field on the user interface.
Reference5 Default Value	Type the default value to display in the Reference5 text box.
Lock Reference5	Select 'Yes' or 'No' to indicate whether the Reference5 field is non-editable. The default value specified in Reference5 Default Value field is displayed and used while processing a shipment.
Reference5 Is mandatory	Select 'Yes' or 'No' to specify whether the Reference5 field is mandatory.
Reference Five Mapping	Select a value to map to the corresponding API key (see previous table) or select "No Mapping" not to map to a key.
Cost Center Alias	Type the text to replace 'Cost Center' field on the user interface.
Cost Center Value	Type the default value to display in the Cost Center text box.
Lock Cost Center	Select 'Yes' or 'No' to indicate whether the Cost Center field is non-editable. The default value specified in Cost Center Default Value field is displayed and used while processing a shipment.
Cost Center Is mandatory	Select 'Yes' or 'No' to specify whether the Cost Center field is mandatory.
Notes Alias	Type the text to replace 'Notes' field on the user interface.
Notes Value	Type the default value to display in the Notes text box.
Lock Notes	Select 'Yes' or 'No' to indicate whether the Notes field is non-editable. The default value specified in Notes Default Value field is displayed and used while processing a shipment.
Notes Is mandatory	Select 'Yes' or 'No' to specify whether the Notes field is mandatory.
ToHold Label	From the drop-down list, select one of the following values: None – No ToHold label is printed. Parcel Level – A ToHold label is printed for each parcel in a shipment. Shipment Level – A ToHold label is printed for each shipment. *Note:* Parcel's ToHold operation does not print a shipping label. If a type of ToHold label (Parcel or Shipment) is selected for this option, Parcel does print a special scannable ToHold label containing the Shipment Number.

Click SAVE in the lower-right corner of the screen to save the settings for this location. Otherwise, click CANCEL to cancel the settings specified.

Advanced Tab

Use the Advanced tab to configure the following settings for the location:

In this box...	Do this...
Rate Shop Display Order	From the drop-down list, select a value to indicate sorting of the Rate result in increasing or decreasing order: Expensive option first Cheapest option first
Validate Special Services on Rate Shop	Select this check box to enable the validate normalized Special Services on Rate Shop. *Note:* This check box is not selected by default.
Enable Dynamic Printer	Select this check box to enable the dynamic printer usage functionality. On enabling this, the Workstation menu becomes available for setting a printer for a workstation for use with Parcel's Client-based printing feature. *Note:* This check box is not selected by default.
Weight Polling Interval	Type the number of seconds for the default interval at which Parcel polls the scale weight when the Piece Weight field on the Warehouse screen is set to automatically update the weight registered on the scale connected to Parcel; for example: 5 *Notes:* This value must be an integer. The value for Weight Polling Interval can also be entered on the My Profile > Settings > Application tab. For information on which setting takes precedence, see the following Help topic: Hierarchy of Settings.
Ship to hold on PSHP error	Select this check box to activate the following option: if a Pre-ship (PSHP) operation returns an error for a shipment, Parcel automatically processes the shipment To Hold. *Note:* This check box is not selected by default.
Add hold data to shipment	Select this check box to add data From Hold to the SHIP/PSHP message if the Shipment ID is specified. *Note:* Selecting this check box prevents a FROMHOLD call from being automatically submitted when a shipment is sent to the Parcel server using a Shipment ID (SID) key. Selecting this check box can improve performance.
Close Manifest and Upload Documents	Select 'Yes' or 'No' to indicate whether to upload carrier manifests and generate end of day files during a manifest close request.

Click SAVE in the lower-right corner of the screen to save the settings for this location. Otherwise, click CANCEL to cancel the settings specified.

Notes:

A TNT Express carrier does not print a label with PSHP requests.

The following services are not supported for PSHP/CSHP requests: - DHL Global Break Bulk Express (BBX) - FedEx COD - UPS WorldEase |

Reports Tab

Use the Shipper Defaults Reports tab to format the Jasper Reports and specify the Jasper Report Server information for the location.
Note: The following types of Jasper Reports are available by selecting Ship > Reports:

Carrier Manifests
ExpressCheque
Shipment Status
Shipment Cost Analysis
Trailer ID

For more information on Reports, see the following Help topic: Preparing for Carrier Pickup - Viewing, Printing, and Exporting Reports

Top section (report format)

In this box...	Do this...
Report Format	Accept the default selection for the file format to use for Jasper Reports. Currently only PDF format (the default selection – "Portable Document Format") is supported.
Report Requestor	Accept the default "Parcel" as the application requesting the Jasper Report.
Report Version	Accept the Default "3.5" for the Jasper Report version.

Report Server section

In this box...	Do this...
IP Address	Type the IP address of the Jasper Reports Server if different from the default: 127.0.0.1. Otherwise, accept the default.
Port	Type the Port Number of the Jasper Reports Server if different from the default: 12345. Otherwise, accept the default.
Location	Type the path name where the Jasper Reports server is located if different from the default: ..\java
Name	Type the name of the Jasper Reports server or accept the default: "Service Reporting Server"
Level	Type the level for which the Jasper Reports are to be produced: Shipment Package
Waiting Time	Type the number of seconds that Parcel should wait after submitting a report request to the Jasper Server before timing out the request.
Is Report Printed	This check box is selected (checked) by default. Deselect (uncheck) this check box if you do not want the Jasper Reports to be printed.
Is Report Debug	Select this check box if you want create the debug request and response files. *Note:* These debug files are useful in troubleshooting any problems with reports.
Debug Request Filename	Type the path where you want to store the XML tracking debug request file. You can edit the path but do not edit the file name, which is displayed in this box by default: .\request.xml
Debug Response Filename	Type the path where you want to store the XML tracking debug request file. You can edit the path but do not edit the file name, which is displayed in this box by default: .\response.xml
Signatory's Declaration Statement	Type the Commercial Invoice Signatory's Declaration Statement
Commercial Invoice Declaration Statement	Type the Commercial Invoice Declaration Statement(prints at the bottom of the main page)

Document and Forms section

Note: This is applicable only for Parcel New UI Application.

In this box...	Do this...
Hide Document Selection Pop Up After Ship	Select this checkbox to hide the document pop-up window after processing the shipment. *Note:* This check box is unselected by default.

Select Document for auto Print section

In this box...	Do this...
Commercial Invoice	Select this checkbox to auto print the Commercial Invoice to the configured printer after processing the shipment. *Note:* This check box is unselected by default. If this checkbox is unselected, then the Commercial Invoice is shown in document pop-up window after processing the shipment.
Shipper's Letter of Instruction	Select this checkbox to auto print the Shipper's Letter of Instruction to the configured printer after processing the shipment. *Note:* This check box is unselected by default. If this checkbox is unselected, then the Shipper's Letter of Instruction is shown in document pop-up window after processing the shipment.
Certificate of Origin	Select this checkbox to auto print the Certificate of Origin to the configured printer after processing the shipment. *Note:* This check box is unselected by default. If this checkbox is unselected, then the Certificate of Origin is shown in document pop-up window after processing the shipment.
USMCA Certificate	Select this checkbox to auto print the USMCA Certificate to the configured printer after processing the shipment. *Note:* This check box is unselected by default. If this checkbox is unselected, then the USMCA Certificate is shown in document pop-up window after processing the shipment.
Customs Invoice	Select this checkbox to auto print the Customs Invoice to the configured printer after processing the shipment. *Note:* This check box is unselected by default. If this checkbox is unselected, then the Customs Invoice is shown in document pop-up window after processing the shipment.
Canada Export Declaration (B13A)	Select this checkbox to auto print the Canada Export Declaration (B13A) to the configured printer after processing the shipment. *Note:* This check box is unselected by default. If this checkbox is unselected, then the Canada Export Declaration (B13A) is shown in document pop-up window after processing the shipment.

Click SAVE in the lower-right corner of the screen to save the settings for this location. Otherwise, click CANCEL to cancel the settings specified.

Labels Tab

Use the Labels tab to specify whether you want to suppress (not print) a label with the operations listed in the following table.

For this operation...	Specify this...
PSHP	To suppress label printing with Pre-ship (PSHP) operations, select (check) this check box. *Note:* This check box is cleared (not selected) by default.
CSHP Update	To suppress label printing with Confirm Ship (CSHP) Update operations, select (check) this check box. *Note:* This check box is selected by default.
CSHP Confirm	To suppress label printing with Confirm Ship (CSHP) Confirm operations, select (check) this check box. *Note:* This check box is selected by default.
TOHOLD	To suppress label printing with TOHOLD operations, select (check) this check box. *Note:* This check box is cleared (not selected) by default.

Click SAVE in the lower-right corner of the screen to save the settings for this location. Otherwise, click CANCEL to cancel the settings specified.

Notes:

A TNT Express carrier does not print a label with PSHP requests.
The following services are not supported for PSHP/CSHP requests: - FedEx COD - UPS WorldEase

Proxy tab

Parcel supports the use of proxy servers with the Parcel server. The proxy server can be any one of the following Internet Protocol types:

HTTP – Internet non-secure socket layer.
HTTPS – Internet secure socket layer (SSL).
FTP – Non-secure file transfer protocol
SFTP – Secure file transfer protocol

Fields for HTTP, HTTPS, FTP Protocols

The proxy tab is divided into four sections according to the previous proxy server types . The following server types have identical fields: HTTP, HTTPS, FTP. These are listed and described in the following table:

In this box...	Enter this information...
Address	The IP address of the proxy server. Parcel uses this address to connect to the proxy server. Optionally, you can also include the port number for the connection to the proxy server as follows: <IP_Address:Port_Number>; for example: 10.10.98.10:1080
Username	Type the username for logging in to the proxy server to be used for HTTP, HTTPS, or FTP requests.
Password	Type the password for logging in to the proxy server to be used for HTTP, HTTPS, or FTP requests.

Fields for the SFTP Protocol

The proxy tab is divided into four sections according to the previous proxy server types . The last section is for the SFTP protocol as described in the following table:

In this box...	Enter this information...
Address	The IP address of the proxy server. Parcel uses this address to connect to the proxy server. Optionally, you can also include the port number for the connection to the proxy server as follows: <IP_Address:Port_Number>; for example: 10.10.98.10:1080
Protocol Type	From the drop-down list, select one of the following protocol types: SOCKS4 SOCKS5
Username	Type the username for logging in to the proxy server to be used for SFTP requests.
Password	Type the password for logging in to the proxy server to be used for SFTP requests.

Custom Service Provider

Use the Custom Service Provider tab to enter custom service provider details in the following table.
This details are printed in the B13A Canada Customs Form.

In this box...	Enter this information...
Company/Name	Type the custom service provider company name or person's name.
Contact Name	Type the custom service provider contact name.
Address 1	Type the custom service provider street address details.
Address 2	Type any additional street address information for the custom service provider, such as suite or floor number.
Address 3	Type any additional street address information for the custom service provider, such as suite or floor number.
City	Type the custom service provider city address details.
State	Type the custom service provider state address details.
Zip	Type the custom service provider ZIP code or postal code details.
Country	Type the custom service provider country name details.
Country Code	Type the custom service provider country code details.
Phone	Type the custom service provider phone number details.

Click SAVE in the lower-right corner of the screen to save the settings for this location. Otherwise, click CANCEL to cancel the settings specified.

Tracking Module Integration

SFTP/FileShare Configuration

The following settings are available from the Tracking Module SFTP/FileShare Configuration to transmit and receive data.

This field...	Is for this data...
File Transfer Type	Select the File Transfer Type from the drop-down list. Options are: • SFTP • File Share *Note:* The default value for this field is SFTP.
SFTP Server Name	Enter the SFTP server address for uploading data to support Tracking Module Integration.
SFTP Port Number	Enter the port number of SFTP server for uploading data to support Tracking Module Integration.
SFTP Username	Enter the user name of SFTP server for uploading data to support Tracking Module Integration.
SFTP Password	Enter the password of SFTP server for uploading data to support Tracking Module Integration.
SFTP connection timeout	Enter the SFTP connection timeout in seconds. *Note:* The default value for this field is 120 secs.
Tracking Extract Upload Folder	Enter the Tracking extract data upload folder name.

Click SAVE to save the values entered or click CANCEL to cancel this operation.

Unit of Measure (Item)

Use the Unit of Measure (Item) screen in the Settings section of a location to add, edit, delete unit of measure codes for use when shipping international packages.

Add a Unit of Measure Code

Click ADD icon at the top of the screen. The Add Record dialog box appears.

Complete the boxes as follows:

In this box...	Do this...
Carrier	Type the name of the carrier that uses the unit of measure; for example, DHL. If the unit of measure is used by all carriers, type ALL.
Code	Using up to three characters, type the code for the unit of measure (UOM). For example, DZN is the code for dozen.
Description	Type a short description of the code; for example, the full name of the unit of measure, as in "square centimeters" (without quotation marks) if the UOM code is CMK.

Click SAVE to save the new code. Otherwise, click CANCEL to cancel the new code.

Edit a Unit of Measure Code

Click EDIT icon in the left column in the row containing the record that you want to edit.
A dialog box appears. Edit the fields as needed.
Click SAVE at the bottom of the dialog box to save the changes.

Delete a Unit of Measure Code

Click DELETE icon in the left column in the row containing the record that you want to delete.
A confirmation dialog box appears. Click OK to delete the record. Or click CANCEL to keep the record.

Address Validation

Use the Address Validation screen in the Settings section to configure information used to validate addresses in Parcel.
To configure Address Validation, complete the following boxes.

Top section

In this box...	Do this...
Type	From the list, select the address validation type. Valid values are as follows: CSZIP - City, State, ZIP using US Postal Service files GONE - Group One
Count	Type the number that is the default number of addresses to validate. The default is 1.
Uppercase	Select this check box to automatically convert all text that a user types into the user interface into all uppercase.

CSZip section

To configure Parcel to work with City, State, ZIP address validation, complete the CSZip section as follows:

In this box...	Do this...
Address Limit	Type the maximum number of suggested addresses that you want to be returned after address validation finds that the address is invalid.
City Char No	Type the number of characters that you want to match in the city name of the suggested results. For example, if the address you are validating is in California and the city name of the address is San Jose, you should type 5 or higher so that any suggested results will all have the city name beginning with 'San J'. If you typed 4, the suggested results would return addresses with city names that all begin with 'San ' (there are many cities in California that begin with 'San ').

Group One section

To configure Parcel to work with Group One address validation, complete the Group One section as follows:

In this box...	Do this...
Account ID	Type the Group One account ID for this location. You get this ID from Group One.
Password	Type the password for Group One. You get this from Group One.
IP Address	Type the IP address of the Group One server.
Port	Type the port number of the Group One server.
Path	Type the path to the Group One server.
Connection Timeout	Type the number of milliseconds to wait for the Group One server to respond before timing out.
Connection Type	From the list, select one of the following values for the type of connection used to communicate with the Group One server: RMI HTTP The default is HTTP.
Warning Level	Type a value indicating the percentage of confidence below which (and above the error level) a warning will be generated. Group One generates the confidence level when returning results. For example, if you type 90 for 90% (do not type the percent symbol) here and you type 80 (for 80%) for the Error Level, and Group One generates a confidence level between 80 and 90%, Parcel will correct the address but also display this warning: Low confidence about given address.
Error Level	Type a value indicating the percentage of confidence below which an error will be generated. Group One generates the confidence level when returning results. For example, if you type 80 (for 80%) for the Error Level, and Group One generates a confidence level below 80%, Parcel will consider the address to be invalid and will display this error message: Could not validate the address, confidence is too low.
Postal Code Correction	Group One returns nine-digit postal codes. Select this check box to validate only the first five digits of the postal code.
Address Logic	Specify address returned priority if multiple non-blank address lines are present or multiple address types are on the same address line. Select one of the following values from the drop-down list: Normal Match Street Match PO Box Match
Postal Code Correction	Select this check box to automatically correct the postal code when Group One detects an incorrect postal code.
Correct Flag	Select this check box to set the corrected address to the current address.
Is Residential	Select this check box if you want residential addresses to be validated.
Is DPV	Select this check box if the address check should include Delivery Point Validation.
Is APO	Select this check box if the address check should include an APO/FPO check.

Click SAVE in the lower-right corner of the screen to save the address validation settings for this location. Otherwise, click CANCEL to cancel the address validation settings for this location.

Rate Description

Use the Rate Description screen in the Settings section of a location to add, edit, delete API RATE keys and Rate Descriptions for use in the Rate popup window for shipments.
Notes:

This table is automatically populated with an extensive list of standard charges for all carriers. When the user processes a shipment, and then clicks the Rate link in the Warehouse screen message bar, the Rate popup window displays the subset of these charges applicable to the carrier and service selected for the shipment.
Rate keys are saved in the di_map table.

Add a Rate Key

Click ADD icon at the top of the screen. The Add Record dialog box appears.

Complete the boxes as follows:

In this box...	Do this...
Carrier	Type the name of the carrier that uses the rate; for example, UPS or DHL Global. If the unit of measure is used by all carriers, type ALL.
Display Order	Type a number from 0 to 7 to indicate the relative order in which the charge listed in the RateDescription field field appears in the Rate popup window displayed when the user clicks the Rate link in the Warehouse screen message bar for a shipment. Note: Charges are displayed in reverse order; for example, a charge with a value of 7 for Display Order appears higher in the list than a charge with a value of 4. Charges with the same Display Order value are displayed in the relative order in which they appear in the table.
RateDescription	Type the descriptive name of the rate; for example: "Residential Charge" (without quotation marks). This is the term for the charge that is displayed in the Rate popup window.
DiKey	Type the name of the Rate API key; for example: CHG_RESIDENTIAL

Click SAVE to save the new currency code. Otherwise, click CANCEL to cancel the new currency code.

Edit a Rate Key

Click EDIT icon in the left column in the row containing the record that you want to edit.
A dialog box appears. Edit the fields as needed.
Click SAVE at the bottom of the dialog box to save the changes.

Delete a Rate Key

Click DELETE icon in the left column in the row containing the record that you want to delete.
A confirmation dialog box appears. Click OK to delete the record. Or click CANCEL to keep the record.

Connect Configuration (Integration Adapter)

Introduction

Integration Adapter is used by Parcel to connect with the customer application for processing shipments.
The process that is used to connect Parcel with the customer application and make shipments is described below:

A shared folder is used to share the shipping information among the customer application and Parcel. This shared folder can be either on the customer server machine or the Parcel machine.
Integration Adapter as well as the customer application have Read and Write privileges on the shared folder.
The customer application saves a connect input file in the shared folder. The connect input file contains shipping information required to process the shipment by Parcel .
Integration Adapter scans the shared folder for connect input file(s) at a regular time interval. It can scan and process multiple shared folders simultaneously. However, it allows only one shared folder per Delivery Contract (DC).
The scan interval can be configured for each DC by using the General tab (see the section General Tab) of the Connect Configuration screen.
Integration Adapter uses the Domain/Login user name and password to connect to the shared folder. This is also configurable using the General tab of the Connect Configuration screen. Integration Adapter checks the connection to the shared folder at every scan interval. If the connection is severed, it tries to re-establish the connection.
After the connection is established and input file(s) are found in the shared folder, Integration Adapter initiates the processing of the input file(s). It reads and parses the shipping information records from the input file.
After processing the shipping records, the processed shipments and the status of the shipping process (success or failure) is returned in a connect output file to the shared folder.
Integration Adapter maintains a connect log file for each DC to store the information regarding the imported, exported and processed connect files.

For more information on how the Integration Adapter (Connect) works with the Parcel system, open this IData - Example.
Note: The data type for certain IA server fields is updated. The following fields in the didb.iafields table are now alphanumeric: "billtoacctnumber", "bill_to", and "to_cust_num".

Connect Configuration Settings

Connect Configuration Overview

Connect can be configured by using the Connect Configuration screen, located under Settings section of the location added (off the System > Settings > Location menu).
Parcel allows configuring one shared folder per Delivery Contract (DC). In case of multiple contract installation, Parcel maintains each contract as a separate DC.
The Connect Configuration screen contains various tabs as described in the table below:

Use this tab...	to...
General	Configure the general settings for Integration Adapter.
Connect Input	Configure the format for the connect input file.
Non Consolidated Real Time Output	Configure the format for the connect output file.
Manifest	Configure the format for the manifest file.

Disabling Connect for a particular location

The connect functionality for a particular location can be enabled/disabled by activating the Disable Connect check box on the General tab. If the check box is activated, connect functionality is not available for that location.

General Tab

The General tab of the Connect Configuration screen allows you to configure various settings that controls the working procedure of Connect for a particular DC.

Configuring General Settings

To configure the general settings, complete these steps:

In the top section check box and radio buttons, supply the information for the general settings as described in the table below:

Select this...	To...
Disable connect configuration	Disable this feature for the location under which this Connect Configuration screen is displayed. When this check box is selected, all the tabs on the Connect Configuration screen become disabled and no value is accepted.
Error in Auto mode	This setting describes the action to be taken on receiving an error during processing of a shipment record in Auto mode. Select an option from the following:

Add shipment to hold and return an error code in the Connect Output file
Return an error code in the connect output file

Under the Share Settings section supply the information for the shared folder settings as described in the table below:

In this box...	Do this...
Scan Interval (in sec)	Type the time interval (in seconds) after which Integration Adapter scans the shared folder for the connect input files.
Execute external batch	Follow these steps: Select this check box if you want Integration Adapter to execute an external batch file or other program during every scan cycle. Type the full path where the batch/program file is located.
Connect host directory	Type the full path where the shared folder is located.
Domain\Login User Name	Type the user name to access the shared folder.
Password	Type the password to access the shared folder.

Under the Purging Files section supply the information as described in the table below:

In this box...	Do this...
Purge days for Host backup shipping files	Type the number of days before which Integration Adapter deletes the backup files. *Note:* If the number of days is set to Zero (0), backup files need to be deleted manually.
Purge days for connect log files	Type the number of days before which Integration Adapter deletes the connect log files. *Note:* If the number of days is set to Zero (0), the connect log files need to be deleted manually.
Purge days for unconsolidated connect output files	Type the number of days before which Integration Adapter deletes the unconsolidated connect output files. *Note:* If the number of days is set to Zero (0), the unconsolidated connect output files need to be deleted manually.
Purge days for consolidated connect output files	Type the number of days before which Integration Adapter deletes the manifest or consolidated connect output files. *Note:* If the number of days is set to Zero (0), the manifest or consolidated connect output files need to be deleted manually.

After supplying the information for all the settings click the buttons described in the table below to take appropriate actions:

Click this button...	To...
CLEAR	Clears all the fields on all the tabs.
RESET	Restores the values of the fields on the screen on all the tabs if changes done are not saved.
SAVE	Save the settings information.

Connect Input Tab

The Connect Input tab of the Connect Configuration screen allows you to:

Disable/enable the Connect Input functionality
Configure the format for the input file as:
- - ASCII fixed length format
  - ASCII variable length format

Disabling/Enabling Connect Input Functionality

To disable the Connect Input functionality for a particular DC, select the Disable input check box. To enable it, de-select the Disable input check box.
Note: When the Connect Input functionality is disabled, all the shipments are processed through the E-Ship Server application. The shared folder is used only for providing the output and manifest files to the customer application.

Configuring Input File Format as ASCII Fixed Length

To configure the input file format as ASCII Fixed Length, complete these steps:

Supply the ASCII fixed length format details for the connect input file as described in the table below:
Note: Input file format can only be configured if Connect input is not disabled (the Disable input check box at the top of this tab is not activated).

In this box...	Do this...
File format	Select 'ASCII Fixed Length' from the drop-down list. The possible values are: ASCII Fixed Length ASCII Variable Length
Delimiter	This box is disabled if the ASCII fixed length file format is selected.
File extension	Type the extension for the connect input file. *Note:* Following extensions cannot be used: LOG BAK MAN
Skip first record	Select the check box to skip the header (first) record in the input file.
Field selection - Fixed Length	Follow these steps and specify the field information for the input file: Select the check box in the Select column respective to the field you want to include in the input file. To map the selected fields in the Connect Input file: Type the Start Position of that field in the input record. Type the Length of that field in the input record.

After specifying all the format details click the buttons described in the table below to take appropriate actions:

Click this button...	To...
CLEAR	Clears all the fields on all the tabs.
RESET	Restores the values of the fields on the screen on all the tabs if changes done are not saved.
SAVE	Save the settings information.

Configuring Input File Format as ASCII Variable Length

To configure the input file format as ASCII Variable Length, complete these steps:

Supply the ASCII variable length format details for the connect input file as described in the table below:

In this box...	Do this...
File format	Select 'ASCII Variable Length' from the drop-down list. The possible values are: ASCII Fixed Length ASCII Variable Length
Delimiter	Select the delimiter used to separate the fields. The possible values are: Tab Comma Pipe
File extension	Type the extension for the connect input file. *Note:* Following extensions cannot be used: LOG BAK MAN
Skip first record	Select the check box to skip the header (first) record in the input file.
Field selection	Follow these steps and specify the field information for the input file: From the available field list (list on the left), select the fields you want to include in the input file. Then, click >>. The fields selected are moved to the list on the right. If you want to remove some of the fields from the selected field list (list on the right), select those fields and click <<. To arrange the order of the fields as in the connect input file, follow these steps: In the list on the right, select the field you want to move upwards and click UP. You need to click UP as many times as required to move the field to the desired position. In the list on the right, select the field you want to move downwards and click DOWN. You need to click DOWN as many times as required to move the field to the desired position.

After specifying all the format details click the buttons described in the table below to take appropriate actions:

Click this button...	To...
CLEAR	Clears all the fields on all the tabs.
RESET	Restores the values of the fields on the screen on all the tabs if changes done are not saved.
SAVE	Save the settings information.

Non Consolidated Real Time Output Tab

The Non Consolidated Real Time Output tab of the Connect Configuration screen allows you to:

Disable/enable the Connect Output functionality
Configure the format for the output file as:
ASCII fixed length format
ASCII variable length format

Disabling/Enabling Connect Output Functionality

To disable the Connect Output functionality for a particular DC, select the Disable output check box. To enable it, de-select the Disable output check box.
Note: When the Connect Output functionality is disabled, the shared folder is used only for creating shipments and printing labels. Output and manifest files are not provided to the customer application.

Configuring Output File Format as ASCII Fixed Length

To configure the output file format as ASCII Fixed Length, complete these steps:

Supply the ASCII fixed length format details for the connect output file as described in the table below:

In this box...	Do this...
File format	Select 'ASCII Fixed Length' from the list. The possible values are: ASCII Fixed Length ASCII Variable Length
Delimiter	This box is disabled if the ASCII fixed length file format is selected.
File extension	Type the extension for the connect output file. *Note:* Following extensions cannot be used: LOG BAK MAN
Output piece records	Select the check box if one output record corresponding to each piece is to be added in the output file. *Note:* If the check box is unchecked, only the shipment record is added in the output file.
Field selection - Fixed Length	Follow these steps and specify the field information for the output file:

Select the check box in the Select column respective to the field you want to include in the output file.
To map the selected fields in the connect output file:
Type the Start Position of that field in the output record.
Type the Length of that field in the output record.

After specifying all the format details click the buttons described in the table below to take appropriate actions:

Click this button...	To...
CLEAR	Clears all the fields on all the tabs.
RESET	Restores the values of the fields on the screen on all the tabs if changes done are not saved.
SAVE	Save the settings information.

Configuring Output File Format as ASCII Variable Length

To configure the output file format as ASCII Variable Length, complete these steps:

Supply the ASCII variable length format details for the connect output file as described in the table below:

In this box...	Do this...
File format	Select 'ASCII Variable Length' from the list. The possible values are: ASCII Fixed Length ASCII Variable Length
Delimiter	Select the delimiter used to separate the fields. The possible values are: Tab Comma Pipe
File extension	Type the extension for the connect output file. *Note:* Following extensions cannot be used: LOG BAK MAN
Output piece records	Select the check box if one output record corresponding to each piece is to be added in the output file. *Note:* If the check box is unchecked, only the shipment record is added in the output file.
Create header record	Select the check box if header record is to be added in the output file.
Delimit text field with	Type the character which separates the text fields.
Field selection - Variable Length	Follow these steps and specify the field information for the output file: From the available field list (list on the left), select the fields you want to include in the output file. Then, click >>. The fields selected are moved to the list on the right. If you want to remove some of the fields from the selected field list (list on the right), select those fields and click <<. To arrange the order of the fields as in the connect output file, follow these steps: In the list on the right, select the field you want to move upwards and click UP. You need to click UP as many times as required to move the field to the desired position. In the list on the right, select the field you want to move downwards and click DOWN. You need to click DOWN as many times as required to move the field to the desired position.

After specifying all the format details click the button as described in the table below to take appropriate actions:

Click this button...	To...
CLEAR	Clears all the fields on all the tabs.
RESET	Restores the values of the fields on the screen on all the tabs if changes done are not saved.
SAVE	Save the settings information.

Manifest Tab

The Manifest tab of the Connect Configuration screen allows you to:

Disable/enable the Manifest Output functionality
Configure the format for the manifest file as:
ASCII fixed length format
ASCII variable length format

Disabling/Enabling Manifest Output

To disable the Manifest Output functionality for a particular DC, select the Disable manifest output check box. To enable it, de-select the Disable manifest output check box.
Note: When the Manifest Output feature is disabled, the shared folder is used only for creating shipments and printing labels. The manifest output files are not provided to the customer application.

Configuring Manifest File Format as ASCII Fixed Length

To configure the manifest file format as ASCII Fixed Length, complete these steps:

Supply the ASCII fixed length format details for the manifest file as described in the table below:
Note: Manifest file format can only be configured if the manifest output is not disabled.

In this box...	Do this...
File format	Select 'ASCII Fixed Length' from the list. The possible values are: ASCII Fixed Length ASCII Variable Length
Delimiter	This box is disabled if the ASCII fixed length file format is selected.
File extension	Type the extension for the connect output file. *Note:* The only extension supported for the manifest file is 'MAN'.
Output piece records	Select the check box if one manifest output record corresponding to each piece is to be added in the manifest file. *Note:* If the check box is unchecked, only the shipment record is added in the manifest file.
Field selection - Fixed Length	To specify the field information for the manifest file, follow these steps: Select the check box in the Select column respective to the field you want to include in the manifest file. To map the selected fields in the manifest file: Type the Start Position of that field in the manifest record. Type the Length of that field in the manifest record.

After specifying all the format details click the buttons described in the table below to take appropriate actions:

Click this button...	To...
CLEAR	Clears all the fields on all the tabs.
RESET	Restores the values of the fields on the screen on all the tabs if changes done are not saved.
SAVE	Save the settings information.

Configuring Manifest File Format as ASCII Variable Length

To configure the manifest file format as ASCII Variable Length, complete these steps:

Specify the ASCII variable length format details for the manifest file as described in the table below:

In this box...	Do this...
File format	Select 'ASCII Variable Length' from the list. The possible values are: ASCII Fixed Length ASCII Variable Length
Delimiter	Select the delimiter used to separate the fields. The possible values are: Tab Comma Pipe
File extension	Type the extension for the connect output file. *Note:* The only extension supported for the manifest file is 'MAN'.
Output piece records	Select the check box if one manifest output record corresponding to each piece is to be added in the manifest file. *Note:* If the check box is unchecked, only the shipment record is added in the manifest file.
Create header record	Select the check box if header record is to be created in the manifest file.
Delimit text field with	Type the character which separates the text fields.
Field selection - Variable Length	Specify the field information for the manifest file.

From the available field list (list on the left), select the fields you want to include in the manifest file. Then, click >>.
The fields selected are moved to the list on the right.
If you want to remove some of the fields from the selected field list (list on the right), select those fields and click <<.
To arrange the order of the fields as in the manifest file, follow these steps:
In the list on the right, select the field you want to move upwards and click UP. You need to click UP as many times as required to move the field to the desired position.
In the list on the right, select the field you want to move downwards and click DOWN. You need to click DOWN as many times as required to move the field to the desired position.

After specifying all the format details click the buttons described in the table below to take appropriate actions:

Click this button...	To...
CLEAR	Clears all the fields on all the tabs.
RESET	Restores the values of the fields on the screen on all the tabs if changes done are not saved.
SAVE	Save the settings information.