EQD Shipping UPS and FedEx Integration

This document provides detailed instructions for setting up and using shipping interfaces with UPS and FedEx, including exporting and importing shipment data and accessing tracking information.

1. Shipping Interface Definition

The warehouse exports the daily shipments’ outbound freight costs and tracking numbers from UPS WorldShip or FedEx Shipping Manager in CSV format to a designated folder on the Distributor’s network.
That file is imported into e-Quantum, updating the cost and/or tracking for the day’s releases and purchase orders which have shipped from the warehouse.
Importing the tracking numbers can also trigger shipping notices which contain the tracking numbers.
Clicking the tracking number within the release or Purchase Order or Shipping Notice connects to the UPS or FedEx website to track the shipment.

2. UPS Set Up

In your network or in Q2000, create a folder which will receive the daily export
Log in to UPS WorldShip
Select “Import/Export Data” > select “Create/Edit Map” > check the “Export Data for Worldship” box
Check the “Export CSV” box
In the drop-down menu, select “Shipment”
Enter a name for the export file (ie; e-Quantum UPS Export) > select “Create”
From the “Shipment Information” tab select the following fields individually.
- Double click the heading to sort the fields alphabetically
- Select the field > select “Add” > continue with selections
  - Billing Option rename: ShipmentInformationBillingInformation
  - Collection Date rename: ShipmentInformationPickupDate’
  - Number of Packages rename: ShipmentInformationNumberofPackages
  - Total Shipment Negotiated Charge rename: ShipmentInformationTotalShipmentCharge
  - Shipper Number rename: ‘ShipmentInformationShipperNumber’.
  - Total Shipper Negotiated Charge rename: ShipmentInformationTotalSh

3. - From the ‘Package’ tab add the following fields

Double click the heading to sort the fields alphabetically
- Package Reference Charge rename: PackagePackageCharge
- Reference 1 rename: PackageReference1
- Reference 2 rename: PackageReference 2
- Tracking Number rename: PackageTrackingNumber
- Void Indicator rename: PackageVoidIndicator
Highlight each selected field > rename EXACTLY as listed above
Check the ‘Overwrite Existing File’ box.
Check the ‘Include Header Row’ box.
Select ‘Define CSV File Name’ > enter file name (UPS Export, for example)
Select “Browse” > select the network folder location in which the file will be saved
Select “OK” > select “OK” > Exit
Select “Export” > Select “End of Day” > select “More” > select the export map that was just created > Save
- The export will occur automatically when the warehouse completes the “End of Day” function

4. We recommend exporting a range of days immediately after set-up to verify export map is correct.

Select “Batch Export”
Select the new export map
Select a range of dates
Select “Next” > lists number of available transactions
Select “Next” > creates a log > select “Save” > export completes
Follow instructions “Procedure to Import UPS or FedEx Data into e-Quantum”, page 4

5. FedEx Set Up

In your network, or in Q2000, create a folder which will receive the daily export
Log into FedEx Ship Manager
Select “Databases”
Select “Templates”
Select “Add”
Enter the Template ID – eg; “e-Quantum Export”
Enter the Description – eg; “e-Quantum Export”
From the Type drop down list select “Export”
From the Database drop down list select “Shipment”
In the File Name field enter a name for the export file – eg; “e-Quantum Daily Shipments”
Check the ‘Column Headers on 1st line’ box
Select Fields and add
- Gross Charge
- Net Charge (this is optional and is used if the ‘Gross Charge’ is not defined)
- References
  - Release: e-Quantum release number (Purchase Order number or Warehouse Release number).
  - Purchase Order: PO number & item ID, separated by a comma
- Shipment Date
- Tracking #
Check the ‘Export at Express close’ (to automatically export the file)
Check the ‘Export at Ground close’ (to automatically export the file)

6. Click OK

We recommend exporting a range of days immediately after set-up to verify export map is correct.

Select Databases
Select File Maintenance
Select Export
Select the Template name
Select “Browse” map where you want the file to go
Select a date range and hit export
Follow instructions “Procedure to Import UPS or FedEx Data into e-Quantum”, page 4

7. Procedure to Import the UPS or FedEx data into e-Quantum

Q-Send > Shipping > Import Tracking/Freight
Select UPS or FedEx
Click the box containing 3 dots > browse to the location of the export file
Select the “Freight” box to import cost
- Tracking numbers import automatically
Select the “Trigger Shipping Notices” if sending shipping notices to clients
Select “Begin Import”
When complete, the import log displays each of the document numbers, tracking number, cost (if selected) with the result (found, duplicate skipped, or not found)
- The log can printed by selecting “Print/Save Log”

8. Accessing Tracking Number Information

The tracking box contains a bar code image and the word “Track”
In any document containing the tracking number:
- Select the “Track” icon > Highlight the tracking number > select “Track” > carrier’s website opens for tracking

9. Location of tracking information in e-Quantum Documents

Purchase order
- PO heading > upper right corner
- PO line item > lower right corner next to “Save”
Warehouse Release
- Release heading > upper right corner
- Bottom of the “Item” tab, next to “Exp”
Order History
- Enter the client and the item > select Invoice History or Purchase Order History or Release History > select “Display History”
- Highlight the document line > select “Tracking #’s”
Q-Net Order
- Purchase Orders and/or warehouse releases originating from Q-Net export the tracking numbers to the applicable Q-Net site
- Tracking numbers are listed in the Order Tracking Reports
- Selecting the tracking number within the report opens the carrier’s tacking website