System

System Menu - Overview

Use the pages under the System menu to configure the various aspects of your Parcel system from carriers to mobile PCs or hand held devices.

System Menu Item

Description

User Accounts

Configure user names, roles, groups, and modules and establish the user interface pages and locations that each user name can access.

Settings

Configure carriers and update location information as well as other information such as Rate Shop keys and LTL classes. You can also define printers and load data files with which to validate addresses.

Scheduler

Set up database and server tasks that will run automatically.

Other

Configure System News and information to be displayed on the Welcome page.

Items Database

Configure commonly shipped items for easy access during shipment.

Refresh Application

During non-shipping or low-volume shipping, you can use the Refresh command to re-load data that is cached on the Parcel (after you have made changes in the Parcel Configuration or in the System menu of this shipping application).

Registration

Register new Parcel installations.

User Accounts

Overview

To access the User Accounts area, click the System menu, then select User Accounts.
The User Accounts area includes the following pages:

Page

Purpose

Users

Add, update, and delete user names and assign roles and locations to each user name.

Roles

Add, update, and delete user roles and assign groups to each role.

Groups

Add, update, and delete user groups and assign user interface pages or modules to each group.

Modules

Add, update, and delete modules and assign application features to each module.

When you first set up your Parcel application, it might make sense to configure the User Accounts pages in this order:

  1. In the Modules page, create modules and assign features to each module by selecting features from a base module.

  2. In the Groups page, create the groups and assign user interface pages or modules to each group.

  3. In the Roles page, create roles and assign groups to each role. This establishes the user interface pages or modules that the role can access.

  4. In the Users page, create user names and assign a role to each user name. This establishes the user interface pages or modules the user name can access. Also on the User Names page, you assign which locations the user name can access.

Note: Parcel includes the following default user roles: application administrator (ead), enterprise administrator (eed), application user (usr), and Default hold shipment user (toh).

Users

Use the Users page (off the System menu) to add, update, and delete user names and assign a role and locations to each user name.
Caution: After you add a new user, you must log in as that user, and then create and save a default profile for the user.
To add, view, or update a user name, do the following:

  1. To add a user name or search for a specific user name, complete one or both of the following boxes. Or simply click [SEARCH] to view a list of all user names.

    In this box...

    Do this...

    User Name

    Type the user name that you want to add or search for. Leave blank to search for all user names.

    User Role

    To search for all user names with the same role, type the role and leave the user name box blank.

  2. Click one of the following buttons:

    Click this button...

    To...

    SEARCH

    Search for user names.

    ADD

    Add the user name you typed in the user name box.

  3. If you clicked SEARCH, the search results page appears. Otherwise, if you clicked ADD, continue with Step 5.
    In the search results, locate the user name you want to view, update, or delete:
    You can sort the results by clicking the column labels.
    If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.

  4. Select the user name that you want to view, update, or delete by clicking the radio button in the far-left column of that row. Then, click one of the following buttons:

    Click this button...

    To...

    ADD

    Add a new user name if it does not already exist and you searched for all user names in Step 1.

    VIEW

    View the selected user name's information or update the password or role and assign locations.

    DELETE

    Delete the selected user name.

    CANCEL

    Return to the previous page to conduct a new search.

  5. If you are adding a new user name or want to update a user name's information, complete or edit the following boxes:

    In this box...

    Do this...

    Username

    Type the new user name.

    Password

    Type the new password.

    Note

    • The password must be at least sixteen (16) characters in length.

    • The maximum length of the password is thirty-two (32) characters.

    • The password should include at least one uppercase letter, one number, and one special character.

    • The password is case-sensitive.

    Confirm Password

    Type the new password again.

    First Name

    Type the new first name of the person who will use the user name.

    Last Name

    Type the new last name of the person who will use the user name.

    User Role

    Select the role for the user name. Only one role can be assigned to each user name. Each role has a group or groups assigned to it and each group is a collection of user interface pages or modules. When you assign groups to roles, and then assign roles to user names, you are establishing the user interface pages or modules that the role, and therefore, the user name has access to.
    You can create roles on the Roles page and you can create groups on the Groups page.

    User Status

    To activate the user name, click the Active check box.
    To disable the user name, clear the check box. This means that the user name will not be able to log in to the user interface.

    Language

    Select the language in which the user can access the application.

    Available DCs/Assigned DCs

    Select the locations (distribution centers) to which the user name can have access by selecting the DC in the Available DCs box on the left and then clicking the right arrow to move it to the Assigned DCs box on the right.
    To remove DCs that are assigned, click the DC in the Assigned DCs box and click the left arrow to move the DC back to the Available DCs box.
    To select more than one DC at a time, press the Ctrl key while clicking the DCs.

  6. Once you have completing adding or editing the information for the user name, click SAVE or UPDATE to save the information to the database. Or you can use one of the following buttons:

    Click this button...

    To...

    DELETE

    Delete the user name.

    CLEAR

    Clear the page of the information you entered and start over if you were adding a new user name.

    CANCEL

    Return to the previous page.

Roles

Use the Roles page (off the System menu) to add, update, and delete roles and assign groups to each role.
To add, view, or update a role, do the following:

  1. To add a role or search for a specific role, complete one or both of the following boxes. Or simply click SEARCH to view a list of all roles.

    In this box...

    Do this...

    User Role

    Type the user role that you want to add or search for. Leave blank to search for all roles.

    Role Description

    Type the role description that you want to add or search for. Leave blank to search for all roles.

  2. Click one of the following buttons:

    Click this button...

    To...

    SEARCH

    Search for roles.

    ADD

    Add the role or role description you typed in the box.

  3. If you clicked SEARCH, the search results page appears. Otherwise, if you clicked ADD, continue with Step 5.
    In the search results, locate the role you want to view, update, or delete:
    You can sort the results by clicking the column labels.
    If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.

  4. Select the role that you want to view, update, or delete by clicking the radio button in the far-left column of that row. Then, click one of the following buttons:

    Click this button...

    To...

    ADD

    Add a new role if it does not already exist and you searched for all roles in Step 1.

    VIEW

    View or update the selected role's information or assign groups.

    DELETE

    Delete the selected role.

    CANCEL

    Return to the previous page to conduct a new search.

  5. If you are adding a new role or want to update a role's information, complete or edit the following boxes:

    In this box...

    Do this...

    Role Name

    Type the new role name.

    Role Description

    Type the new role description.

    Comments

    Type any comments about the role.

    Role Status

    To activate the role, click the Active check box.
    To disable the role, clear the check box. This means that any user name with this role will not be able to log in to the user interface.

    Available Groups/Assigned Groups

    Assign groups to the role by selecting the group in the Available Groups box on the left and then clicking the right arrow to move it to the Assigned Groups box on the right.
    To remove groups that are assigned, click the group in the Assigned Groups box and click the left arrow to move the group back to the Available Groups box.
    To select more than one group at a time, press the Ctrl key while clicking the groups.
    A group is a collection of user interface pages or modules. When you assign a group to a role, you are establishing which user interface pages or modules that role can access. You assign user interface pages or modules to groups on the Groups page.

    Once you have completing adding or editing the information for the role, click SAVE or UPDATE to save the information to the database. Or you can use one of the following buttons:

Click this button...

To...

DELETE

Delete the role.

CLEAR

Clear the page of the information you entered and start over if you were adding a new role.

CANCEL

Return to the previous page.

Groups

Use the Groups page (off the System menu) to add, update, and delete groups and assign user interface pages or modules to each group.
To add, view, or update a group, do the following:

  1. To add a group or search for a specific group, complete one or both of the following boxes. Or simply click SEARCH to view a list of all group.

    In this box...

    Do this...

    Group Name

    Type the group name that you want to add or search for. Leave blank to search for all groups.

    Group Description

    Type the group description that you want to add or search for. Leave blank to search for all groups.

  2. Click one of the following buttons:

    Click this button...

    To...

    SEARCH

    Search for groups.

    ADD

    Add the group or group description you typed in the box.

  3. If you clicked SEARCH, the search results page appears. Otherwise, if you clicked ADD, continue with Step 5.
    In the search results, locate the group you want to view, update, or delete:
    You can sort the results by clicking the column labels.
    If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.

  4. Select the group that you want to view, update, or delete by clicking the radio button in the far-left column of that row. Then, click one of the following buttons:

    Click this button...

    To...

    ADD

    Add a new group if it does not already exist and you searched for all groups in Step 1.

    VIEW

    View or update the selected group's information or assign user interface pages or modules.

    DELETE

    Delete the selected group.

    CANCEL

    Return to the previous page to conduct a new search.

  5. If you are adding a new group or want to update a group's information, complete or edit the following boxes:

    In this box...

    Do this...

    Group Name

    Type the new group name.

    Group Description

    Type the new group description.

    Group Status

    To activate the group, clear the Inactive check box.
    To disable the group, click the Inactive check box. This means that any role with this group will not be able to access the user interface pages or modules assigned to this group.

    Copy From Group

    To copy the information from an existing group and then modify it for the new group, select the group whose information you want to copy and start creating the new group with.

    Denied Modules/Assigned Modules

    Assign modules to the group by selecting the module in the Denied Modules box on the left and then clicking the right arrow to move it to the Assigned Modules box on the right.
    To remove modules that are assigned, click the module in the Assigned Modules box and click the left arrow to move the module back to the Denied Modules box.
    To select more than one module at a time, press the Ctrl key while clicking the modules.
    Click this link for a description of the modules: Module List.
    A module is a collection of user interface pages and/or functionality. When you assign a module to a group and then assign a group or groups to a role, you are establishing which user interface pages and functions that role can access. You assign groups to roles on the Roles page. You then assign a role to each user name on the User Names page.

  6. Once you have completing adding or editing the information for the group, click SAVE or UPDATE to save the information to the database. Or you can use one of the following buttons:

    Click this button...

    To...

    DELETE

    Delete the group.

    CLEAR

    Clear the page of the information you entered and start over if you were adding a new group.

    CANCEL

    Return to the previous page.

Modules

Use the Modules page (off the System menu) to add, update, and delete modules and assign features of a base module to each module.
To add, view, or update a module, do the following:

  1. To add a module or search for a specific module, complete one or both of the following boxes. Or simply click SEARCH to view a list of all modules.

    In this box...

    Do this...

    Module Name

    Type the module name that you want to add or search for. Leave blank to search for all modules.

    Module Description

    Type the module description that you want to add or search for. Leave blank to search for all modules.

  2. Click one of the following buttons:

    Click this button...

    To...

    SEARCH

    Search for modules.

    ADD

    Add the module or module description you typed in the box.

  3. If you clicked SEARCH, the search results page appears. Otherwise, if you clicked ADD, continue with Step 5.
    In the search results, locate the module you want to view, update, or delete:
    You can sort the results by clicking the column labels.
    If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.

  4. Select the module that you want to view, update, or delete by clicking the radio button in the far-left column of that row. Then, click one of the following buttons:

    Click this button...

    To...

    ADD

    Add a new module if it does not already exist and you searched for all modules in Step 1.

    VIEW

    View or update the selected module's information or assign selected features from the list of available features.

    DELETE

    Delete the selected module.

    CANCEL

    Return to the previous page to conduct a new search.

  5. If you are adding a new group or want to update a module's information, complete or edit the following boxes:

    In this box...

    Do this...

    Module Name

    Type the new module name.

    Module Description

    Type the new module description.

    Module Status

    To activate the module, clear the Inactive check box.
    To disable the module, click the Inactive check box. This means that those groups where this module is assigned will not be able to access the features assigned to this module.

    Select Base Module

    To copy the features from an existing module, select the module whose information you want to copy and start creating the new module with.

    Base Module Features/Assigned Features

    Assign features to the module by selecting the features in the Available Features box on the left and then clicking the right arrow to move it to the Assigned Features box on the right.
    To remove features that are assigned, click the features in the Assigned Features box and click the left arrow to move the feature back to the Available Features box.
    To select more than one feature at a time, press the Ctrl key while clicking the features.
    Click this link for a list of base modules: Base Module List
    A module is a collection of user interface pages and/or functionality. When you assign a module to a group and then assign a group or groups to a role, you are establishing which user interface pages and functions that role can access. You assign modules to groups on the Groups page and assign groups to roles on the Roles page. You then assign a role to each user name on the User Names page.

  6. Once you have completing adding or editing the information for the module, click SAVE or UPDATE to save the information to the database. Or you can use one of the following buttons:

    Click this button...

    To...

    DELETE

    Delete the module.

    CLEAR

    Clear the page of the information you entered and start over if you were adding a new module.

    CANCEL

    Return to the previous page.

Settings

Overview

In the Settings area, you can configure carriers and update location information as well as other information such as Rate Shop keys and LTL classes. You can also define printers and load data files with which to validate addresses.
To access the Settings area, click the System menu, then select Settings.
The Settings area includes the following pages:

Page

Purpose

Locations

Configure carriers and update location information including the address, tariff name, unit of measure and currency, and time zone among other information.

Vendor ID Mapping

Update the vendor number (account number) and display order of carrier services.

Handling Units

Define Handling Units for LTL carriers. While processing an LTL shipment on the Warehouse page, a user selects the LTL Class, then the associated Handling item description is automatically populated on the page.

LTL Class Defaults

Define NMFC codes for LTL carriers. While processing an LTL shipment on the Warehouse page, a user selects the LTL Class, then the associated NMFC item description is automatically populated on the page.

Address Validations

Configure information for use in validating addresses.

Locations

Use the Locations page (off the System menu) to access the configuration screens for your locations and carriers.

Vendor ID Mapping

Use the Vendor ID Mapping page (off the System menu) to update the vendor number (account number) and display order of carrier services.
To update vendor information, do the following:

  1. To search for a specific carrier or carrier and service, complete the applicable boxes. Or simply click SEARCH to view a list of all carriers and services.

    In this box...

    Do this...

    Carrier

    Type the carrier that you want to search for or leave blank to search for all carriers.

    Service

    Type the service that you want to search for or leave blank to search for all services.

  2. Click SEARCH.

  3. The search results page appears.
    In the search results, locate the carrier and service you want to view or update:
    You can sort the results by clicking the column labels.
    If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.

  4. Select the carrier and service that you want to view or update by clicking the radio button in the far-left column of that row. Then click VIEW. Or click CANCEL to return to the previous page.

  5. If you want to update vendor information, edit the Vendor No and/or Display Priority boxes.

    Box

    Description

    Carrier

    The carrier name. You cannot edit the carrier name.

    Service

    The carrier's service name. You cannot edit the carrier's service name. To view the list of services that belong to each carrier, see the carrier's supported services Help topic in this User's Guide.

    Vendor No

    The vendor number (account number) assigned to the carrier and service combination. Edit it as needed.

    Display Priority

    The location of this service name within the service list on all applicable user interface pages in the application.


  6. Once you have completing editing the information, click UPDATE to save the information to the database. Or you can click CANCEL to return to the previous page

Handling Units

Use the Handling Units screen in the Settings section of a location to add, edit, delete handling units. Handling Units are the container types (such as bag, box, etc. ) used for LTL and TL shipments.
To add, view, or update an handling units, do the following:

  1. To add an Handling Unit or search for a specific Handling Unit, complete one or both of the following boxes. Or simply click SEARCH to view a list of all Handling Units.

    In this box...

    Do this...

    Unit Type

    Type the Handling Unit Type that you want to add or search for. Leave blank to search for all Unit Types.

    Unit Description

    Type the Handling Unit Description that you want to search for. Leave blank to search for all Unit Description.

  2. Click one of the following buttons:

    Click this button...

    To...

    SEARCH

    Search for Handling Unit.

    ADD

    Add the Handling Unit you typed in the Unit Type box.

    Note: Only Handling Unit that you have added using this screen are returned in the list when you click SEARCH.

  3. If you clicked SEARCH\], the search results page appears. Otherwise, if you clicked ADD, continue with Step 5.
    In the search results, locate the Handling Unit you want to view, update, or delete:
    You can sort the results by clicking the column labels.
    If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.

  4. Select the Handling Unit that you want to view, update, or delete by clicking the radio button in the far-left column of that row. Then, click one of the following buttons:

    Click this button...

    To...

    ADD

    Add a new Handling Unit if it does not already exist and you searched for all Handling Unit in Step 1.

    VIEW

    View the selected Handling Unit's information or update the description and/or associated LTL class.

    DELETE

    Delete the selected Handling Unit.

    CANCEL

    Return to the previous page to conduct a new search.

  5. If you are adding a new Handling Unit or want to update an Handling Unit's information, complete or edit the following boxes:

    In this box...

    Do this...

    Unit Type

    Type the three-character code for the Handling Unit; for example, BAG is the code for Bag.

    Unit Description

    Type the description of the Handling Unit; for example, "Bag" is the description for BAG.
    Note: Description appears in the LTL Packaging Type, LTL Type, and Handling Units lists on the Parcel tab of the Warehouse page.

    Unit Weight

    Type the default Weight for the Handling Unit if applicable. This value enables Parcel to calculate Total Weight for the shipment.

  6. Once you have completing adding or editing the information for the Handling Units, click SAVE or UPDATE to save the information to the database. Or you can use one of the following buttons:

    Click this button...

    To...

    DELETE

    Delete the Handling Units.

    CLEAR

    Clear the page of the information you entered and start over if you were adding a new Handling Units.

    CANCEL

    Return to the previous page.

LTL Class Defaults

Use the LTL Class Defaults page (off the System menu) to add, update, and delete NMFC codes for LTL carriers. You assign an LTL class to an NMFC code. While processing an LTL shipment on the Warehouse page, a user selects the LTL Class, then the associated NMFC item description is automatically populated on the page.
To add, view, or update an NMFC code, do the following:

  1. To add an NMFC code or search for a specific NMFC code, complete one or both of the following boxes. Or simply click SEARCH to view a list of all NMFC codes.

    In this box...

    Do this...

    NMFC Code

    Type the NMFC code that you want to add or search for. Leave blank to search for all NMFC codes.

    NMFC Description

    To search for all NMFC codes, leave this box blank.
    Or if you are adding a new NFMC code, type a description for it. The description should describe the items that would be shipped.
    This is what appears in the NMFC Item list on the Warehouse page.

  2. Click one of the following buttons:

    Click this button...

    To...

    SEARCH

    Search for NMFC codes.

    ADD

    Add the NMFC code you typed in the NMFC Code box.

    Note: Only NMFC Codes that you have added using this screen are returned in the list when you click SEARCH.

  3. If you clicked SEARCH], the search results page appears. Otherwise, if you clicked ADD, continue with Step 5.
    In the search results, locate the NMFC code you want to view, update, or delete:

    • You can sort the results by clicking the column labels.

    • If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.

  4. Select the NMFC code that you want to view, update, or delete by clicking the radio button in the far-left column of that row. Then, click one of the following buttons:

    Click this button...

    To...

    ADD

    Add a new NMFC code if it does not already exist and you searched for all NMFC codes in Step 1.

    VIEW

    View the selected NMFC code's information or update the description and/or associated LTL class.

    DELETE

    Delete the selected NMFC code.

    CANCEL

    Return to the previous page to conduct a new search.

  5. If you are adding a new NMFC code or want to update an NMFC code's information, complete or edit the following boxes:

    In this box...

    Do this...

    NMFC Code

    If you are adding a new NMFC code, type a short identifier for it.

    NMFC Description

    Type a new description for the items that would be shipped. This is what appears in the NMFC Item list on the Warehouse page.

    NMFC Class

    Select the NMFC class that defines the set of rates to use when shipping the items defined in the NMFC Description box.

  6. Once you have completing adding or editing the information for the NMFC code, click SAVE or UPDATE to save the information to the database. Or you can use one of the following buttons:

    Click this button...

    To...

    DELETE

    Delete the NMFC code.

    CLEAR

    Clear the page of the information you entered and start over if you were adding a new NMFC code.

    CANCEL

    Return to the previous page.

Address Validations

Use the Address Validations page (off the System menu) to configure information used to validate addresses in Parcel.
To add, view, or update address validation information, do the following:

  1. To add ZIP Code/city combinations or search for a specific ZIP Code/city combinations, complete one or both of the following boxes. Or simply click SEARCH to view a list of all addresses.

    In this box...

    Do this...

    Search ZIP Code

    Type the ZIP Code you want to search for or add. Leave blank to view all ZIP Codes.

    Search City

    Type the city you want to search for or add. Leave blank to view all cities.

  2. Click one of the following buttons:

    Click this button...

    To...

    SEARCH

    Search for ZIP Code/city combinations.

    ADD

    Add the ZIP Code/city combination you typed.

  3. If you clicked SEARCH\], the search results page appears. Otherwise, if you clicked ADD, continue with Step 5.
    In the search results, locate the ZIP Code/city combination you want to view, update, or delete:

      • You can sort the results by clicking the column labels.

      • If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.

  4. Select the ZIP Code/city combination that you want to view, update, or delete by clicking the radio button in the far-left column of that row. Then, click one of the following buttons:

    Click this button...

    To...

    ADD

    Add a new ZIP Code/city combination if it does not already exist and you searched for all combinations in Step 1.

    VIEW

    View the selected ZIP Code/city combination or update it.

    DELETE

    Delete the selected ZIP Code/city combination.

    CANCEL

    Return to the previous page to conduct a new search.

  5. If you are adding a new ZIP Code/city combination or want to update a ZIP Code/city combination's information, complete or edit the following boxes:

    In this box...

    Do this...

    ZIP Code

    Type the five-digit postal ZIP Code.

    ZIP Code Type

    Type the letter identifying the type of ZIP Code:
    M - Military (APO/FPO)
    P - Post Office Box
    S - Standard ZIP Code
    U - Used for large businesses or buildings

    City

    Type the city name that the ZIP Code belongs to.

    City Type

    Type the letter identifying the city type:
    A - Alternate city name used by the U.S. Postal Service
    D - Default city name - preferred name used by the U.S. Postal Service
    N - name not used or recommended by the U.S. Postal Service, is a name used by locals to describe a section of a town or city.

    County

    Type the country name (or parish name) where the ZIP Code resides.
    Not applicable to Military ZIP Codes.

    County Fips

    Type the five-digit Federal Information Processing Standard number that defines the county, parish, or region with the state.
    Not applicable to Military ZIP Codes.

    State

    Type the full name of the state or province.

    State Code

    Type the two-letter abbreviation for the state or province.

    State Fips

    Type the two-digit Federal Information Processing Standard number that identifies the state or province.

    Country

    Type the two-character country code.

    MSA

    Type the four-digit Metro Service Area number that this ZIP Code belongs to.
    Metro Service Area is a group of ZIP Codes in the same geographic region. Most rural ZIP Codes do not have an MSA code.

    Area Code

    Type the area code used to dial a phone or fax number in this ZIP Code.
    Not applicable to Military ZIP Codes.

    Time Zone

    Type the time zone to which the this ZIP Code belongs.
    Not applicable to Military ZIP Codes.

    GMT Offset

    Type the difference in hours and minutes from Greenwich Mean Time to the time zone for this ZIP Code.
    For example, type -05:00 for the Eastern Time (US & Canada) time zone which is five hours behind Greenwich Mean Time.

    DST

    Indicate whether this ZIP Code obeys Daylight Savings time changes. Type Y for yes, or N for No.

    Latitude

    Type the latitude, in degrees, of the center (centroid) of the ZIP Code.
    Not applicable to Military ZIP Codes.

    Longitude

    Type the longitude, in degrees, of the center (centroid) of the ZIP Code.
    Not applicable to Military ZIP Codes.

  6. Once you have completing adding or editing the information for the ZIP Code/city combination, click SAVE or UPDATE to save the information to the database. Or you can use one of the following buttons:

    Click this button...

    To...

    DELETE

    Delete the ZIP Code/city combination.

    CLEAR

    Clear the page of the information you entered and start over if you were adding a new ZIP Code/city combination.

    CANCEL

    Return to the previous page.

Scheduler

Overview

Use the Scheduler to set times for the system to run tasks such as closing a carrier or backing up the database.
To access the Scheduler area, click the System menu, then select Scheduler.
The Scheduler area includes the following screens:

Page

Purpose

Today's Task

View or update tasks scheduled to run today.

Task History

View tasks that have already run or attempted to run.

Future Tasks

View or update tasks scheduled to run in the future.

Task

  • Add, update, and delete tasks or view all tasks that have been entered.

  • Schedule a specific task like a Track task .


Note: Most Scheduler functions can be performed only on the Server machine where Parcel is installed.

Installing and Starting the Scheduler Service

If the error "Failed to connect Scheduler Service" appears when you try to use the Scheduler in the System menu, you first need to make sure the Scheduler Service is started.
To start the Scheduler Service

  1. Open the Control Panel (On Windows 2000, click the Start) in the lower left-hand corner of your screen, and then select Settings > Control Panel).

  2. Double-click Administrative Tools.

  3. Double-click Services to display the list of Windows services.

  4. Look for Kewill Scheduler Service.

    • If this service appears in the Windows Services list and its Status is Stopped, right click on Kewill Scheduler Service, and then, from the popup menu, select Start to manually start the service.

    • If this service does not appear in the list, carry out the following steps to install the Kewill Scheduler Service.

To install the Scheduler Service

  1. Open the Widows Command Prompt.

  2. Change the directory to the Parcel bin directory.
    For example, at the > prompt, type the following command: cd C:\Program Files\Kewill\Flagship\bin

  3. Press Enter.

  4. At the \bin prompt, type the following command: schedsvc -install

  5. Press Enter, and then carry out the previous procedure for starting the Scheduler Service.

Today's Task

Use the Today's Task screen (off the System menu) to view tasks scheduled to run today.
Note: You cannot edit tasks from the Today's Tasks screen.
To view today's task

  1. From the System menu, select Scheduler > Today's Task to display the Today's Task screen.

  2. Tasks scheduled to run today appear on the Today's Task screen. Locate the task that you want to view or update as follows:

    • Sort the tasks by clicking the column labels.

    • If there are more results than can fit on the page, use the right arrow to view the next pages. Use the left arrow to return to previous pages.

The following columns contain information about the tasks scheduled to run on the current date:

This column...

Contains the following information...

Task Name

The name of the task as entered in the Task Name field on the Manage Tasks screen when the task was created.

Time

The time that the task is scheduled to run in 24-hour notation; for example, for 5:00 PM: 17:00:00

Status

An graphic indicator that the task has one of the following statuses:

  • Expired ( images/download/attachments/290513176/worddav8780ee7b0f521bc60c2663ef7fa662eb.png ) – The current date is later than the End Date specified for the task.

  • Active ( images/download/attachments/290513176/worddavf661493d119fe8daad3506ed3bf48564.png ) – The task status is Active.

  • Inactive ( images/download/attachments/290513176/worddav043bcc40474e9498d1f1405b90284a18.png ) – The task status is Inactive.

Message

Current information about the task; for example: "Task is Scheduled."

Task History

Use the Task History page (off the System menu) to view tasks that have already run or attempted to run.
Note: You cannot edit tasks from the Task History screen.
To view tasks that have already run

  1. Click the System menu, select Scheduler, then Task History.

  2. Complete some or all of the following boxes to search for tasks:

    In this box...

    Do this...

    Task Name

    Type the name of the tasks you want to view.

    Task Type

    From the list, select the task type that you want to view.

    Task Status

    From the list, select the task status that you want to view (those that have failed, or those that have succeeded).

    Task Time

    Type the execution time of the tasks that you want to view (scheduled as per the time zone of the location).
    Use the following format: HH:MM:SS where HH is the two-digit hour based on 24 hours, MM is the minutes past the hour, and SS is the seconds past the minute.
    For example, if the tasks begins at 5:35pm, type 17:35:00. You do not have to type the colons, they appear automatically as you type the digits.

    Task Start On

    Click the calendar icon and select the date the task was scheduled to begin or type the date in this format:
    MM/DD/YYYY where MM is the two-digit month, DD is the two-digit day, and YYYY is the four-digit year.

    Task Ends On

    Click the calendar icon and select the date the task was scheduled to end or type the date in this format:
    MM/DD/YYYY where MM is the two-digit month, DD is the two-digit day, and YYYY is the four-digit year.

    Note: To view all tasks that have run or attempted to run, leave the fields on this screen blank and click SEARCH.

  3. Click SEARCH.

  4. In the search results, locate the task you want to view:
    You can sort the results by clicking the column labels.
    If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.

  5. View the Message column for an explanation of the result when the task was executed; for example: "Task successfully executed."

  6. Click BACK TO SEARCH to return to the Task History screen.

Future Tasks

Use the Future Tasks page (off the System menu) to view or update tasks scheduled to run in the future, as per the time zone of the location.
Note: You cannot edit tasks from the Future Tasks screen.
To view or update future tasks, do the following:

  1. Click the System menu, select Scheduler > Future Tasks to display the Future Tasks screen.

  2. Complete the following boxes to search for future tasks that are scheduled to run between two dates (start date and end date) or click SEARCH\] to search for all future tasks:

    In this box...

    Do this...

    Task Start Date

    Click the calendar icon and select the date the task is scheduled to begin or type the date in the following format:
    MM/DD/YYYY where MM is the two-digit month, DD is the two-digit day, and YYYY is the four-digit year.

    Task End Date

    Click the calendar icon and select the date the task is scheduled to end or type the date in the following format:
    MM/DD/YYYY where MM is the two-digit month, DD is the two-digit day, and YYYY is the four-digit year.

  3. Click the SEARCH to search for tasks scheduled within the date range you entered.

    • Sort the tasks by clicking the column labels.

    • If there are more results than can fit on the page, use the right arrow buttons to view the next pages. Use the left arrow buttons to return to previous pages.

The following columns contain information about the tasks scheduled to run on the current date:

This column...

Contains the following information...

ID

A number that generally indicates the order in which a task was created on the current Parcel system; for example, the ID for the second task created would be 2.

Task Name

The name of the task as entered in the Task Name field on the Manage Tasks screen when the task was created.

Scheduled Date

The date on which the task is scheduled to run.

Time

The time that the task is scheduled to run on the Scheduled Date in 24-hour notation; for example, for 5:00 PM: 17:00:00

Active

An graphic indicator that the task status is Active or Inactive:

  • Active ( images/download/attachments/290513176/worddavf661493d119fe8daad3506ed3bf48564.png )

  • Inactive ( images/download/attachments/290513176/worddav043bcc40474e9498d1f1405b90284a18.png )

Note: The same task appears multiple times in the list if it is scheduled to run on multiple dates and/or at multiple times; that is, a particular task has one entry in the list for each date and time it is scheduled to run.

Click BACK TO SEARCH to return to the Future Task Search screen.

Task

Task are supported for:

  • Creating

  • Updating

  • Viewing

Creating, Updating, and Viewing Tasks

Use the Task page (off the System menu) to add, update, and delete tasks or view all tasks that have been entered for the location that the user is currently logged into.
Caution: If you are adding a task that requires specifying an output file and location (database type task or track type task), you must run the Scheduler on the same computer as the DIServer.
To add, view, or update a task, do the following:

  1. To access the Manage Tasks screen:

    • To add a new task or search for an existing task – From the System menu, select Scheduler > Task to display the Manage Tasks screen.

    • To update or modify an existing task – Select the task from any of the following lists, click [VIEW] to display the Manage Tasks screen with the parameters for the selected task, and then modify the values as desired:
      - Today's Task
      - Task History
      - Future Tasks

  2. To add a task or search for a specific task, complete the required combination of the following boxes. To view a list of all tasks, leave the boxes blank and click the SEARCH.

    In this box...

    Do this...

    Task Name

    Type the task name that you want to add or search for.

    Task Type

    To search for or add a task of a specific type, select the type from the list.

    Task Status

    To search for or add a task of a specific status, select the status from the list.

    Frequency

    For searching tasks
    To search for tasks of a specific frequency, enter the frequency by selecting the mathematical qualifier in the list and typing a value in the box on the right.

    Operator

    Meaning

    =

    Equal to

    !=

    Not equal to

    >

    Greater than

    <

    Less than

    >=

    Greater than or equal to

    <=

    Less than or equal to


    Examples:

    • To search for tasks that run every day, select = and type a 1.

    • To search for tasks that do not run every five days, select != and type 5.

    • To search for tasks that run less often than every day, select > and type 1.

    • To search for tasks that run more often than every five days, select < and type 5.

    • To search for tasks that run every three days or less often, select >= and type 3.

    • To search for tasks that run every two days or every day, select <= and type 2.


    For adding tasks
    Leave this field blank until after you click [ADD], and then enter the number of times per day you want the task to run; for example: 5

    Execution Time

    To add a task or search for a specific task, type the time at which the task begins. Parcel considers the time zone of the location (i.e., configured in the location settings) while adding / executing the tasks.
    Use the following format: HH:MM:SS where HH is the two-digit hour based on 24 hours, MM is the minutes past the hour, and SS is the seconds past the minute.
    For example, if the tasks begins at 5:35pm, type 17:35:00.
    Note: You do not have to type the colons, they appear automatically as you type the digits.

    Task Start On

    To add a task or search for a specific task, click the calendar and select the date the task begins.

    Task Ends On

    To add a task or search for a specific task, click the calendar and select the date the task ends.

  3. Click one of the following buttons:

    Click this button...

    To...

    SEARCH

    Search for tasks.

    ADD

    Add the task whose information you typed in the boxes.

  4. If you clicked SEARCH, the search results page appears. Otherwise, if you clicked ADD, go to Step 5.
    In the search results, locate the task you want to view, update, or delete:

    • You can sort the results by clicking the column labels.

    • If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.

    • To update or modify a task in the search list, select the task, and then click [UPDATE] to display the task on the Manage Task screen with the existing values.

      Notes:

      • To add a new task, you first need to fill in all the fields on the initial Manage Tasks screen (see step 5), and then click [ADD]. This action displays additional fields for the specific task that you selected from the Task Type drop-down list.

      • To update an existing task, change the parameters described in the tables in steps 5-6 to the desired values.

  5. Select the task that you want to view, update, or delete by clicking the radio in the far-left column of that row. Then, click one of the following buttons.

    Click this button...

    To...

    ADD

    Click [ADD] to partially "clone" the task and save under another name with updated values if desired.

    VIEW

    View all the selected task's information and/or update the information.

    Note: Clicking [VIEW] displays a populated Manage Tasks screen that allows you modify the values (see step 1) for the selected task, and then update the task by clicking [UPDATE]. You can also delete the task by clicking [DELETE] or return to the list of tasks by clicking [CANCEL].

    DELETE

    Delete the selected task.

    CANCEL

    Return to the previous page to conduct a new search.


  6. If you are adding a new task or want to update a task's information, complete or edit the following boxes.

    In this box...

    Do this...

    Task Name

    Type a name for the task.

    Task Type

    From the drop-down list, select one of the following task types:


    • DIServer Task - Schedule a Close, Upload, or Rate Update for shipments made with a specific carrier.

    • Database Task - Schedule a query on the Parcel database.

    • Track Task - Schedule batch tracking of shipments made with a specific carrier and service.
      Notes:

        • When you click [ADD], some of the additional fields that Parcel displays depend on the task type you
          select. See step 6.

        • Parcel supports batch tracking for the following carriers only:
          - FedEx
          - UPS
          - USPS

    Task Status

    From the list, select the task status: Active or Suspended

    Frequency

    Type the x value in this formula for how often the task should run: Once every x days.
    For example, if the task should run once every day, type 1. If the task should run once every three days, type 3.
    To configure a task to run more than once in a day, use the Run After box.

    Execution Time

    Type the time at which the task should begin. Parcel considers the time zone of the location (i.e, configured in the location settings) while adding / executing the tasks.
    Use the following format: HH:MM:SS where HH is the two-digit hour based on 24 hours, MM is the minutes past the hour, and SS is the seconds past the minute.
    For example, if the tasks begins at 5:35pm, type 17:35:00. You do not have to type the colons, they appear automatically as you type the digits.

    Task Start On

    Use the calendar icon to select the date on which the task should begin.

    Task Ends On

    Use the calendar icon to select the date on which the task should end.


  7. If you are adding a new task, click ADD\] to display the following additional fields depending on the task type* you selected in the previous step.

    In this box...

    Do this...

    Depends On Task

    From the list, select the task on which the new tasks depends. The task that you select in this field must be executed before the new task will execute.

    Note: This field appears for all task types after you click [ADD].

    Run After

    If you want a task to run more than once in a day, type the amount of time after the execution time that the task should run again.
    For example, if the execution time is 21:00:00 (9pm), and you want the task to run again at 21:30:00 (9:30pm), type 00:30:00 in this box. This causes the task to run every half an hour after the Execution Time.

    Note: This field appears for all task types after you click [ADD].

    Day of Week

    From the drop-down list, select the day of week:

    • Sunday

    • Monday

    • Tuesday

    • Wednesday

    • Thursday

    • Friday

    • Saturday

    Command*

    This field appears if this is a DIServer task. Select the operation from the following list:

    • Close

    • Upload

    • Rate Update

    For Carrier*

    This field appears if this is a DIServer task or Track task. From the drop-down list, select the carrier for which the operation is to be performed.
    For example, if you selected Close in the Command list, select the carrier that you want to close with this task.

    Day Offset

    This field appears if this is a DIServer task and Command type Close and Upload only. Parcel considers the SHIPDATE in the CLOS / UPLD API and allows the users to configure ship date with an offset of +/- 7 days from the current date.
    Note: The default current date: '0'.

    For Service*

    This field appears if this is a DIServer or Track task. From the drop-down list, select the specified carrier's service for which you want the operation to be performed or select "All Services" to have the operation performed for every service.


  8. Once you have completed adding or editing the information for the task, click SAVE\] or UPDATE\] (depending on whether you are saving a new task or updating an existing task) to save the information to the database. Or you can use one of the following buttons:

    Click this button...

    To...

    DELETE

    Delete an existing task.

    CLEAR

    Clear the page of the information you entered and start over if you were adding a new task.

    CANCEL

    Return to the previous page.

Scheduling Batch Tracking

You can use the Scheduler to track shipments by carrier and service ("batch" or "bulk" tracking). To do so, create a Track task for batch tracking in the Scheduler and specify a location for the output file containing the tracking information as described in the following procedure.
Notes:

  • This type of batch tracking by carrier and service using the Scheduler is also called "bulk tracking" and should not be confused with batch shipping.

  • To set up tracking for FedEx and UPS shipments, you need to create accounts on the respective tracking servers of these carriers.

  • You must be running the Parcel client on the same computer as the Parcel server in order to specify a local directory for the output file (see step 13).

  • Parcel supports batch tracking for the following carriers only:
    - FexEx
    - UPS
    - USPS

  • As a prerequisite for batch tracking with UPS shipments, you need to set up a UPS Quantum View® account and include information about this account in your UPS carrier configuration. You can set up batch tracking for UPS through the Scheduler but this process works differently from batch tracking with the other supported carriers.

To create and schedule a batch tracking task

  1. From the System menu, select Scheduler > Task to display the Scheduler screen.

  2. On the Scheduler screen, in the Task Name field, enter a name for the batch tracking task; for example: FDX Batch1.
    Note: This field allows a maximum of 20 characters.

  3. From the Task Type drop-down list, select Track Task.

  4. Click ADD\] to display the additional fields for specifying the batch tracking task.

  5. In the Frequency field, type the frequency with which you want the task to run; for example, if you want the task to run every day, type 1, every two days, type 2, etc
    Note: This is a required field.

  6. In the Task Starts On field, type in the date in the form mm/dd/yyyy (for example: 08/06/2009) on which you want to start the batch tracking task or click Calender icon and select a date.

  7. From the Task Status drop-down list, select one of the following values:

    • Active – If you want the task to currently run at the specified time.

    • Suspended – If you simply want to create and save the task and add it to the list of available tasks for use at some later time.

  8. In the Execution Time field, type the time at which you want the task to run in the following form:
    hh.mm.ss using the 24-hour system for "hh"; for example, if you enter 20.00.00, the task will run at 8:00 PM in the time zone specified for the location.
    Note: Type in the six digits (including a leading zeros if appropriate). Parcel automatically inserts colons as time-unit dividers.

  9. In the Task Ends On field, type in the final date in the form mm/dd/yyyy (for example: 08/13/2009) after which you want the batch tracking task to stop running or click Calender icon and select a date.

  10. In the Depends On Task field, if you want this task to run after another task completes, select the task from the drop-down list.

  11. In the Run After field, if you want the batch tracking task to run multiple times, type the time interval for it to run in the form hh:mm:ss.
    Note: This field is not required. e2open, LLC. strongly recommends that you leave this field blank for track tasks.

  12. From the For Carrier drop-down list, select the configured carrier display name for which you want to batch track shipments.

  13. From the For Service drop-down list, select the carrier Service for which you want to batch track shipments.

  14. In the *Location* field, type the local path name and filename where you want Parcel to store the output with the batch tracking information or click Browse\] and select a file.
    Caution: This file must be located in a folder on the Parcel server.

  15. Click [SAVE] to save the task; click [CANCEL] to cancel out of the dialog or click [CLEAR] to clear the fields of values.
    Note: Purolator Rate Update through scheduler can use either Import Directory or Download Files From FTP/SFTP from shipper defaults for successful transaction.

Multi Mode Report Task History

Use the Multi Mode Report Track History page (off the System menu) to view the shipment data task details that are sent to TMSDR.
Note: You cannot edit tasks from the Multi Mode Report Task History screen.
To view multi mode report tasks

  1. Click the System menu, select Scheduler > Multi Mode Report Task History to display the Multi-Mode Report Task History screen.

  2. Complete the following boxes to search for tasks:

    In this box...

    Do this...

    From Date

    Click the calendar icon to select the start date or type in this format:
    MM/DD/YYYY where MM is the two-digit month, DD is the two-digit day, and YYYY is the four-digit year.

    To Date

    Click the calendar icon to select the end date or type in this format:
    MM/DD/YYYY where MM is the two-digit month, DD is the two-digit day, and YYYY is the four-digit year.

  3. Click SEARCH.

  4. In the search results, locate the task you want to view.

If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.

The following columns contain information about the Multi mode data tasks details displayed in the grid:

This column...

Contains the following information...

Start Time

The start time of the task is scheduled in date and time format: yyyy-mm-dd hh:mm:ss.

End Time

The end time of the task is scheduled in date and time format: yyyy-mm-dd hh:mm:ss.

Task Result

Result of the task, such as Failed or Succeeded.

Task Result Details

Information about the task; for example: "Task successfully executed"

Click CLEAR to clear the boxes to begin a new search.

Other

Overview

In the Other area on the System menu, you can configure system news and information to be displayed on the Welcome page.
To access the Other menu options, click the System menu, select Other, and then select an option as described below.
The Other menu includes the following options and screens:

Page

Purpose

System News

Configure news bulletins to be displayed in the News & Events section of the Welcome page .

System Details

Configure information items to be displayed in the System Information section of the Welcome page.

Welcome Messages

Edit and/or add to the available Welcome Messages for display in the Welcome section of the Welcome screen.

System News

Use the System News page (off the System menu) to add, update, and delete news bulletins to be displayed in the News & Events section of the Welcome page. Each news bulletin is displayed as a separate bullet in that section.
To add, view, or update news bulletins, do the following:

  1. To add a news bulletin or search for a specific news bulletin, complete one or both of the following boxes. Or simply click SEARCH to view a list of all news bulletins.

    In this box...

    Do this...

    Subject

    Type the subject of the news bulletin that you want to add or search for. Leave blank to search for all news bulletins.
    The subject appears as the first line of text for the news bulletin in the News & Events section of the Welcome page.

    Author

    Type the author of the news bulletin that you want to add or search for. Leave blank to search for all news bulletins.

  2. Click one of the following buttons:

    Click this button...

    To...

    SEARCH

    Search for news bulletins.

    ADD

    Add the news bulletin whose subject you just typed.

  3. If you clicked SEARCH\], the search results page appears. Otherwise, if you clicked Add, continue with Step 5.

    In the search results, locate the news bulletin you want to view, update, or delete:

    • You can sort the results by clicking the column labels.

    • If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.

  4. Select the news bulletin that you want to view, update, or delete by clicking the radio button in the far-left column of that row. Then, click one of the following buttons:

    Click this button...

    To...

    ADD

    Add a new news bulletin if it does not already exist and you searched for all news bulletins in Step 1.

    VIEW

    View the selected news bulletin's information or update it.

    DELETE

    Delete the selected news bulletin.

    CANCEL

    Return to the previous page to conduct a new search.

  5. If you are adding a new news bulletin or want to update a news bulletin's information, complete or edit the following boxes:

    In this box...

    Do this...

    Subject

    Type the subject of the news bulletin.
    The subject appears as the first line of text for the news bulletin in the News & Events section of the Welcome page.

    Details

    Type the text of the news bulletin to appear below the subject line.

    Time to Show

    Click the calendar to select a date and time to begin displaying the news bulletin. The current date and time appears by default.


  6. Once you have completing adding or editing the information for the news bulletin, click [SAVE] or [UPDATE] to save the information to the database. Or you can use one of the following buttons:

    Click this button...

    To...

    DELETE

    Delete the news bulletin.

    CLEAR

    Clear the page of the information you entered and start over if you were adding a new news bulletin.

    CANCEL

    Return to the previous page.

System Details

Use the System Details page (off the System menu) to add, update, and delete information items to be displayed in the System Information section of the Welcome page. Each information item is displayed as a separate bullet in that section.
To add, view, or update system information items, do the following:

  1. To add an information item or search for a specific information item, complete one or both of the following boxes. Or simply click SEARCH to view a list of all information items.

    In this box...

    Do this...

    Subject

    Type the subject of the information item that you want to add or search for. Leave blank to search for all information items.
    The subject appears as the first line of text for the information item in the System Information section of the Welcome page.

    Author

    Type the author of the information item that you want to add or search for. Leave blank to search for all information items.

  2. Click one of the following buttons:

    Click this button...

    To...

    SEARCH

    Search for information items.

    ADD

    Add the information item whose subject you just typed.

  3. If you clicked SEARCH, the search results page appears. Otherwise, if you clicked ADD, continue with Step 5.

    In the search results, locate the information item you want to view, update, or delete:

    • You can sort the results by clicking the column labels.

    • If there are more results than can fit on the page, use the right arrow to view the next pages. Then use the left arrow to go back to the previous pages.

  4. Select the information item that you want to view, update, or delete by clicking the radio button in the far-left column of that row. Then, click one of the following buttons:

    Click this button...

    To...

    ADD

    Add a new information item if it does not already exist and you searched for all information items in Step 1.

    VIEW

    View the selected information item's information or update it.

    DELETE

    Delete the selected information item.

    CANCEL

    Return to the previous page to conduct a new search.

  5. If you are adding a new information item or want to update an information item's information, complete or edit the following boxes:

    In this box...

    Do this...

    Location

    If you are adding an information item, select the location that the information item will be displayed for.

    Subject

    Type the subject of the information item.
    The subject appears as the first line of text for the information item in the System Information section of the Welcome page.

    Details

    Type the text of the information item to appear below the subject line.

    Time to Show

    Click the calendar to select a date and time to begin displaying the information item. The current date and time appears by default.

  6. Once you have completing adding or editing the information for the information item, click SAVE or UPDATE to save the information item to the database. Or you can use one of the following buttons:

    Click this button...

    To...

    DELETE

    Delete the information item.

    CLEAR

    Clear the page of the information you entered and start over if you were adding a new information item.

    CANCEL

    Return to the previous page.

Welcome Messages

You can edit/add/view and delete the message in the Welcome section of the Welcome screen.
To add, view, or edit and delete the welcome message, do the following:

  1. From the System menu, select Other > Welcome Messages.
    Parcel displays the Welcome Messages screen.

  2. Click SEARCH to display a list of currently available Welcome Messages and click the radio button next to the Message that you want to display.

  3. To create a new Welcome Message, specify values for the following fields:
    If you are adding a new welcome messages or want to update an welcome message's, complete or edit the following boxes:

    In this box...

    Do this...

    Welcome Message

    Type the text of the Welcome message that you want to appear in the Welcome section of the Welcome page.

    Author

    Optionally, type the name of the Welcome Message author.


  4. Click ADD\] to add the Welcome Message to the list of available messages.

    In this box...

    Do this...

    Location

    If you are adding an welcome message, select the location that the welcome message will be displayed for.

    WelcomeMessage

    Type the welcome message to display in the Welcome section of the Welcome screen.

  5. Once you have completing adding or editing the welcome message, click SAVE or UPDATE to save the welcome message to the database. Or you can use one of the following buttons:

    Click this button...

    To...

    DELETE

    Delete the welcome message.

    CLEAR

    Clear the page of the welcome message you entered and start over if you were adding a new welcome message.

    CANCEL

    Return to the previous page.

Items Database

Add/Search an Item

You can add and store items for easily specifying items during shipment.
To add an item, do the following:

  1. Under the Item Entry section, in the right pane, specify the item details.

  2. Click SAVE to store item in the database. Or, click CLEAR to clear the boxes.

To search/update/delete an item, do the following:

  1. Click on the Search tab.

  2. In *Search keyword* text box, enter the Item or harmonized code and click SEARCH. If you search without providing a keyword, then the search result grid gets populated with all items.

  3. To view the item details, click on Item Code hyperlink of that record in the search result to populate Item Entry fields.

  4. To update the item details, modify the details and then click UPDATE.

  5. To delete this displayed item, click DELETE. Or, to delete all the items listed in the search result, click DELETE ALL.

Export/Import Items

You can import and export item details in the form of a CSV file that confirms to the standard application format.
To import item details, do the following:

  1. Click the Export and Import tab.

  2. Click Browse to select the CSV file containing item details for importing.

  3. Select My File has a header or index at the first row checkbox, if you want to show header or index at the first row in the items details.

  4. Click IMPORT. A message containing import status (success or failure) along with the count of messages imported appears.

To export item details, do the following:

  1. Click the Export and Import tab.

  2. Click EXPORT. You are prompted to save the exported file either to the default save path, if selected, or to a different location on the computer.

  3. Click SAVE to save the file. Success or failure message and count of records exported is displayed on the screen.

Refresh Application

If you change any information in the System menu of this shipping application, Parcel caches this information. When you select System > Refresh Application, Parcel writes the cached data to the appropriate database. Typically, you use the Refresh command after you make a configuration change using the Configuration (Web Admin) Tool.

When you click [Refresh]n, a message appears that this should only be done during off-shipping hours (when shipping is not being done or islow-volume) because the Refresh command locks down shipping (see the following Warning.)

Warning: When you make most configuration changes using the Web Admin tool, Parcel automatically performs a system Refresh. Thus you need to use extreme caution when making configuration changes resulting in a system refresh. Do not make configuration changes using the Web Admin tool during the shipping process. Make all configuration changes during off-hours when Parcel shipping functionality is not in use. This is because (as stated above) a system refresh locks down shipping. (With automatic Refresh, no Warning message appears.)

Registration

The Registration screen allows you to Register Parcel.

Registering Parcel
Parcel needs to be registered in order to start the interaction required for shipping, applying updates, uploading manifests, and batch tracking.
To register a Parcel installation, complete these steps:

  1. Specify the system information as described in the table below:

    In this box...

    Do this...

    New Customer

    Select this checkbox, if you are new customer.

    Serial Number

    It is non-editable field.

    Customer Name

    Type the customer name of the customer. This is a mandatory field.

    Customer Code

    Type the customer code if you already have one otherwise, leave it blank.

    Prefix

    Type the prefix details of the customer. This is a mandatory field.

    Country

    Type the country name of the customer. This is a mandatory field.

    Attention To

    Type the attention to details of the customer.

    Address 1

    Type the address 1 details of the customer. This is a mandatory field.

    Address 2

    Type the address 2 details of the customer.

    Address 3

    Type the address 3 details of the customer.

    City

    Type the city details of the customer. This is a mandatory field.

    Postal Code/Zip

    Type the postal code/zip details of the customer. This is a mandatory field.

    System Type

    Select the required system type the customer want to implement (Test/Production) from drop-down list. This is a mandatory field and cannot be changed after the product is registered.

  2. Click REGISTER to register a Parcel. This button is available on the Registration screen only when Parcel is not registered after installation.