How do I send customer shipping account numbers from Acctivate to UPS or Fedex?
Info on how to send over the customer account numbers from Acctivate to an integrated shipping software.
The Customer Shipping Account Number, the standard account number for shipping, can be entered in Acctivate and sent to UPS, FedEx, or Pacejet automatically using the Shipping Workstation Interface add-on module.
It is strongly recommended that the shipping account number be stored in Reference 2 of the Customer window in Acctivate. This field can be mapped to UPS WorldShip and FedEx Ship Manager; it is automatically mapped to Descartes Pacejet.
When a sales order is created, the customer account number will automatically populate its respective field in the Sales Order window.
The customer account number will then be available to send to the UPS or FedEx Shipping Workstations after proper mapping. Refer to your current UPS or FedEx mapping and add the following additional fields for UPS or FedEx.
Mapping to UPS WorldShip:- Select either Reference 2 (field used in Acctivate) under the ODBC Table – OrdersAvailableToShip.
- Select the Receiver UPS Account Number under the WorldShip field – Ship To.
- Click the Connect button to map the two fields together.
- Select ‘OrdersAvailableToShip’ from the Table dropdown under Recipient – Account Number.
- Select either Reference 2 (field used in Acctivate) from the Field dropdown.
Descartes Pacejet: Acctivate's integration with Pacejet will automatically send the contents of the Sales Order's Reference 2 field as the customer shipping account number. Refer to the Pacejet Integration Docs for more information.
For detailed instructions on mapping refer to the Acctivate Shipping Workstation Installation Guide.