Adding a UCM Carrier to Parcel

After you deploy a UCM carrier from within the UCM application, the carrier appears in the Carrier drop-down list on the Add Carrier screen in Parcel. You can then add the UCM carrier to a location just as you would any other carrier in Parcel. See Carrier Configuration > How to Add a Carrier.

When you add a new UCM carrier account (Add Carrier > Carrier > <UCM_Carrier_Name>), Parcel displays the screen to enter the UCM carrier account number and code. On this screen, you also select the UCM services with which you will ship packages from the location under which you are adding this UCM carrier.
Warning: Before adding any UCM carriers to Parcel, you need to configure the UCM entry in the settings table of the Parcel didb database. See the section "Deploying a Preconfigured Carrier" in the Parcel Installation Guide.
Caution: After a UCM carrier is deployed to Parcel, you must Refresh the Parcel application before adding this carrier to a location. See the following Help topic: Refresh Application. Otherwise, Parcel returns an error message when you try to add the carrier.
Notes:

• To set up a UCM carrier in Parcel, you must be a Parcel user with an Application Administrator or Enterprise Administrator role. See the following topic: User Management.

• Depending on how the UCM carrier definition is set up, UCM carrier configuration is similar to that for any other Parcel carrier. See the following section: UCM Administration .

Configuring a UCM Carrier

You configure a UCM carrier just as you would any other carrier in Parcel.
To configure the UCM carrier account number and services, complete these steps...

1. In the Account Number field, type the carrier account number for this location.

2. In Carrier Code field, type a name for the carrier as you want it to appear on the Web Admin (Configuration) Tool screens and on the shipping screens in Parcel. For example, if you are setting up more than one UCM account for this location, you might want to label these UCMCAR-1, UCMCAR-2, etc.

3. In the Services section, select the carrier services that you will use to ship packages from this location by selecting the service or services from the list of available services.
   Note: The list of service names varies depending on how your UCM carrier definition is configured. The list of service names shows all the services that are defined for this carrier in UCM.

4. Click ADD to move the selected service from the left-hand column to the right-hand column. To select and move all of the services at once, click ADD ALL.
   
   You can also use the Move Up and Move Down (up arrow and down arrow) on the right to change the order of the services in the list of following services. Services appear in the configured order on the Services drop-down list on the Warehouse screen.

5. When you are done configuring this page, click SAVE in the lower-right corner of the page to save the settings. Otherwise, click the CANCEL to cancel the settings.

To continue configuring UCM, see the section UCM Carrier Administration.

Redeployment Requirements

Redeployment Requirements

The following changes to UCM objects require redeployment:

UCM Carrier Administration

Import Custom Data

You can import rates, routes, and zones in UCM. However, these types of data entered in UCM do not appear in the tables on Parcel configuration screens when you add an instance of this UCM carrier to a Parcel location. If you do not import or otherwise add this data into Parcel directly, Parcel uses the corresponding data set up in UCM. However, if you do add or import data for geographic codes, transit days, holidays, rates, routes, and zones into Parcel directly so that they appear in screen tables, then Parcel uses the data in the tables and not the data set up with the carrier definition in UCM. Additionally, whenever you import new data from a data file, old data is deleted and replaced by the new data. See the following Help topic: Import Custom Data.

Manage UI Elements

You can use the Manage UI Elements screen to add individual default values to a UI administrative element including an effective date, and import values with effective dates, as well as edit or delete these values. See the Help topics under "Managing UI Elements."

Shipper Defaults and Sequence Data

Geographic Codes

You can use the Geographic Codes screen to add, edit, and delete values for Geographic Codes associated with a UCM carrier. See the following procedure.
Note: Geographic codes can be added when defining a UCM carrier, and these geographic codes can be used when the carrier is added to a Parcel location. However, geographic codes included in a UCM carrier definition are not displayed on the Geographic Codes screen in the Parcel Web Admin tool.

To add a geographic code....

1. In the Parcel Web Admin tool under the UCM carrier, click the Geographic Code link to display the Add Geographic Code screen, and then click plus to display the screen for adding a geographic code:

2. Enter values for the following fields:

   In this field...	Do this...
   Geocode	Enter the geographic code; for example, METFRADEU for Metropolitan Frankfurt, Germany.
   Description	Enter the geographic code description; for example: "Metropolitan Frankfurt, Germany" (without quotation marks).
   Country	From the drop-list, select the country for which the geographic code applies; for example: Germany
   Region	Enter the state, province, or other region containing the postal code range; for example: Hesse Note: Use the form that is applicable to Parcel for this UCM carrier. This may be a state/province code or the state, province, or other region spelled out.
   City	Enter the name of the city; for example: Frankfurt or Frankfurt am Mein. Note: Use the form that is applicable to Parcel for this UCM carrier. It is important that this entry be spelled in exactly the form that Parcel recognizes.
   Postal Low	Enter the lowest postal code for the area included in the geographic code; for example: 60001
   Postal High	Enter the highest postal code for the area included in the geographic code; for example: 60599

3. Click Save Changes to save your changes or click x to exit the screen without saving.

To edit, delete, or filter geographic codes...

• To edit a row of geographic code data, select the row, and then click the pencil to display the editing screen. Fields are identical to the Add Geographic Code screen show in the previous illustration. Make any required changes, and then click Save Changes to save your changes or click Cancel to exit the screen without saving.

• To delete a row of geographic code data, select the row, and then click the Delete

  

  . Note that no confirm dialog is displayed and there is no undo for this operation.

• To filter a list of geographic codes, enter a filter criterion in the row with the filter

  

  , and then click the filter

  

  . For example, to filter by date, enter or select the date to filter by, and then click the filter

  

  .

Transit Days and Holidays

In a UCM carrier, the screens that enable you to add transit days and holidays allow you to configure how weekends and holidays are managed with time in transit calculations.
Notes:

• When you import a time in transit file or a holiday file, the data in this file appears in the table on the corresponding screen.

• For information on how the time in transit flags (Saturday Delivery, Add Weekend Transit, Allow Delivery, Add Transit) on the Transit Days and Holidays screens behave, see the following table: Carrier Configuration > How TinT options are calculated.

Add Holidays

To add a holiday with transit time option for a carrier service...

1. Click the Holidays link under a carrier that supports this option, and then click the plus to display the Add Record screen for entering transit days for services and Geographic codes:

   

2. Enter the following values:

   1. From the Service drop-down list, select the service for which you want to specify a holiday or leave the default All Services.

   2. From the Country drop-down list, select the country for which you want to specify a holiday or leave the default All Countries.

   3. In the Region field, optionally enter the state, province, or equivalent region within the selected country (or leave blank if you selected All Countries for the previous value).

   4. In the Description field, optionally enter a description of the holiday.

   5. In the Date field, select the month, date, and year from these respective drop-down lists or click the calendar

      

      and select a date.

   6. If delivery on this holiday is allowed for this service and country, select the Allow Delivery check box.

   7. To add one day to the delivery date if the holiday is not counted as a transit day, select the Add Transit check box.

3. Click Save Changes to add this record to the table on the Holidays screen or click x to exit without saving.

Edit, Delete, or Filter Transit Days or Holidays

• To edit a row of UCM carrier transit days or holidays data, select the row with the data, and then click the pencil to display the editing screen. Fields are identical to the Add screens show in the previous illustrations. Make any required changes, and then click Save Changes to save your changes or click Cancel to exit the screen without saving.

• To delete a row of transit days or holidays data, select the row, and then click the Delete

  

  . Note that no confirm dialog is displayed and there is no undo for this operation.

• To filter a list of transit days or holidays, enter a filter criterion in the row with the filter

  

  , and then click the filter

  

  . For example, to filter by date, enter or select the date to filter by, and then click the filter

  

  .

Managing Custom Rates, Routes, and Zones

Managing Custom Routes

To manage custom routes...

1. In the Parcel Web Admin tool under the UCM carrier, click the Manage Custom Routes link to display the Manage Custom Routes screen:
   
   

2. Under the Services bar, select a Service to manage routes for from the drop-down list. This selection displays any existing routes that were added for this service in Parcel by using this screen or importing a data file.

3. Carry out the following tasks:

   • To add a row of route data, click the plus

     

     to display a blank row. Click the calendar

     

     to specify an Effective Date for the route or enter a date in the form YYYY/MM/DD, and then enter the remaining data for the route. (See the following Help topic: Route and Zone File Formats .)

   • To delete a row of route data, select the row, and then click the Delete

     

     . (Note that no confirm dialog is displayed and there is no undo for this operation.)

   • To filter a list of routes, enter a filter criterion in the row with the filter

     

     , and then click the filter

     

     . For example, to filter by date, enter or select the date to filter by, and then click the filter

     

     .

4. Click Save Changes to save your changes or click Cancel Changes to revert to the original values.

Rate File Formats

The following file formats are current supported for import of Rate information. This list will be expanded as the need arises for other formats.
Note: The rate file itself does not include Effective Date. You specify Effective Date for all rates in the file when importing the file in the Rate Import dialog.

Flat Rate based rating

This type of rate file is used with the Flat Rated rating method. The file must be Comma Separated format (CSV) and contain the following columns headers on the first row:
zone,weight,rate
Note that the zone column does need to be included (as a leading comma) even if you do not use zones with this rating method.
Note: This file format is identical to the format for weight-based rating. See the section "Weight based rating" for an example.

Freight Class based Rating

This type of rating is used with freight carriers (LTL and TL) using freight-class rating based on weight breaks. You define the weight range and corresponding rate in the Rates and Weight Break tables.
A freight-class based rate file has a Comma Separated format (CSV) and contains the following columns headers on the first row:
zone,weight,rate,freight_class,mincharge
Note: The zone and mincharge (minimum charge) columns are optional. The following example includes zone and mincharge.

Volume based rating

This type of rate file is used with the Flat Rated rating method. The file must be Comma Separated format (CSV) and the column names must be formatted as follows:
zone,weight,rate
Note that the zone column does need to be included (as a leading comma) even if you do not use zones with this rating method.
Note: This file format is identical to the format for weight-based rating. See the following section for an example.

Route and Zone File Formats

The following sections describe route and zone file formats with examples.

Importing Custom Data

You can import rates, routes, and zones using the Import Custom Data screen.
Note: For the formats of each type of data file, see the following Help topics:

• Carrier Configuration > Rate File Formats

• Carrier Configuration > Route and Zone File Formats

To import custom data...

1. In the Parcel Web Admin tool under the UCM carrier, click the Import Custom Data link to display the Import Custom Data screen:
   
   

2. Click the calendar

   

   and specify an effective data for the rates, routes, or zones that you are importing.

3. From the Import Type drop-down list, select one of the following types of objects, together with its associated UCM carrier service, for which you are importing a file with values:

   • Rate

   • Route

   • Zone

4. Click Browse to open the Windows Choose File to Upload dialog, then select the effective date file to import and click Open.

5. On the UI Elements Import dialog, click Import to import the file. Parcel now displays this data on the appropriate "Manage" screen for the selected service. See the following Help topic: [ Adding Rates, Routes, and Zones|Carrier Configuration0#Manage_Custom_Rates] .

Managing UI Elements

Editing an Existing Value

To edit a default value for a UI administrative element

1. On the Edit UI Element Values screen, click the filter

   

   to activate the data row(s) for editing.

2. Double click the row with the value you want to edit to make the fields editable.

3. Carry out one or a combination of the following tasks:

   • To change the Effective Date for the value, click the calendar

     

     , and then select the new date.

   • To change the value, type in the new value.

   • If desired, update the comment.
     Note: If the data type is Checkbox, a checkbox is displayed in the Value column. You can select or clear (deselect) this check box to indicate the default value.

4. Click Save Changes to save your changes.

Creating a Value

To create a new default value with an effective date

1. On the Edit UI Element Values screen, click Create to display a blank row.

2. Carry out the following tasks:

   • To enter the Effective Date for the value, click the calendar

     

     , and then select the date. (This field is required.)

   • Type in the value. (This field is required.)

   • If desired, include a comment. (This field can be left blank).

3. Click Save Changes to save your changes.

Deleting a Value

To delete a value

1. On the Edit UI Element Values screen, click the filter

   

   to activate the data row(s).

2. Select the row with the value you want to delete, and then click Delete.

3. Click Save Changes to save your changes.