Setting up the FedEx Shipping Workstation Installation for EDI/Packaging Manager.

Configuring FedEx Ship Manager to Import data from Acctivate using pre-built template files:

1. Make certain that you complete the ODBC setup before you begin the FedEx integration process. The ODBC name must be titled AcctivateODBC
2. Download the Fedex Templates here FEDEX
3. If you are using the EDI/Packaging Manager setup, use the file named AcctivateEDI
4. Open File explorer and go to the following path 
   C:\ProgramData\FedEx\Integration\Profiles
5. Save the "AcctivateEDI" named file in this directory.
6. Close and Open FedEx Ship Manager. From the top drop-down menu, click Integration.  The Acctivate template should appear on the drop down, select it.
   
7. Click Clear Fields in the left corner and a small window reading Lookup Value will appear.
8.  Enter an order number from Acctivate and check to ensure it imports correctly.
   

Manually Configuring FedEx Ship Manager to Import data from Acctivate:

1. First, make certain that you have completed the ODBC setup (This must be completed before you begin the FedEx integration process.)
2. Next, you must be logged into your shipping workstation, launch the FedEx Ship Manager software.
   
3. From the top drop-down menu, click Integration > FedEx Integration Assistant. (If this is selection is grayed out and not available you must contact FedEx) 
   
4. The FedEx Integration Assistant window will open outside of FedEx Ship Manager.
   Please note that the Integration Assistant window is organized in a tab format.
   Click the Continue button located near the bottom of the screen.
   
5. The next screen will be the Welcome > Before You Begin (tab) screen.
   Read this page and then click Continue.
6. On the Begin > Create window, select the Create a New Profile radio button.
   
7. On the Begin > Integration Type window select the option for Both Import and Export.
   
    
   Click Continue.
8. On the Import > Source window, click the ODBC radio button
   

   In the Data Source name sub-box and select the Acctivate DSN name. (This is the DSN company name that you just created)

   

   Click Continue.

9. You will then receive a pop-up “error message” select the “Login” button.
   

   Then enter the user name: sa
    
   Password: (Contact support if you need assistance)

   

   (if you originally installed Acctivate 6.3 or later)
    
   The password may have been changed during the installation or configuration of SQL Server. If these settings do not work, please contact your database or network administrator to gain access to this database.
    
   Click the OK button.

10. You will automatically be moved to the Import > Shipping window.
    

    Select Single Edit (furthest right option) on the horizontal image/radio button.  Click Continue.

11. Next, you will see the Import > Lookup window. Click the After I enter a Lookup Value radio button (default). Click Continue.
    
12. The Import > Information window is next. Select the All Fields link from the bottom of the list. A small pop-up window with a header reading All Fields will appear.
    

    The following boxes should be checked in this window.

    Section	Check Box
    Recipient Address	Address 1
    Recipient Address	Address 2
    Recipient Address	City
    Recipient Address	Company
    Recipient Address	Contact Name
    Recipient Address	Country
    Recipient Address	Phone
    Recipient Address	Postal Code
    Recipient Address	State/Province
    Package Reference	Customer Reference
    Package Miscellaneous	P.O. Number
    Package Service Type	Service Type
    Package Weight	Weight
    Special Services Ship Alert	Recipient Email

    Click OK when you are finished, then click Continue.
     
    If you are NOT using the Acctivate Add-on module for Package Manager or EDI Manager, please refer to the Non EDI Shipping Workstation Interface Installation Guide.

13. The next tab is the Import > Match section.  This window allows you to match FedEx Ship Manager fields to fields in your data source.
     
    This is the most critical step in the “mapping” or “matching” process, as you connect these fields together. (your screen may differ slightly)

    

    You will use the ‘ShipmentSummary‘, ‘ShipmentPack‘ and ‘Orders‘ to map the following fields.
     
    Switch the table by selecting it from TABLE dropdown.
     
    Then Drag the Acctivate field  into the blank space beside the FedEx field to map them:

    For QuickBooks users:

    Section	Acctivate Table	Acctivate Field	FedEx Field	Default
    Recipient: Address	ShipmentSummary	ShipToAddress2	Address 1
    Recipient: Address	ShipmentSummary	ShipToAddress3	Address 2
    Recipient: Address	ShipmentSummary	ShipToCity	City
    Recipient: Address	ShipmentSummary	ShipToAddress1	Company
    Recipient: Address	ShipmentSummary	ContactName	Contact Name
    Recipient: Address	ShipmentSummary	ShipToCountry	Country	‘US – United States’
    Recipient: Address	ShipmentSummary	ContactPhoneNumber	Phone
    Recipient: Address	ShipmentSummary	ShipToZip	Postal Code
    Recipient: Address	ShipmentSummary	ShipToState	State/Province
    Package:  Misc	ShipmentPack	PackageID	Customer Reference
    Package:  Misc	ShipmentSummary	PackagingCode	Package Type
    Package:  Misc	ShipmentPack	PO	PO Number
    Package:  Misc	ShipmentSummary	CarrierService	Service Type
    Package:  Misc	ShipmentSummary	ShipmentNumber	Shipment ID
    Package:  Misc	ShipmentPack	Weight	Weight	1 *
    Special Services:  Ship Alert	Orders	ContactEmailAddress	Recipient Email	(OPTIONAL)

    For CYMA users:

    Section	Acctivate Field	FedEx Field	Default
    Recipient: Address	ShipToAddress1	Address 1
    Recipient: Address	ShipToAddress2	Address 2
    Recipient: Address	ShipToCity	City
    Recipient: Address	ShipToDescription	Company
    Recipient: Address	ContactName	Contact Name
    Recipient: Address	ShipToCountry	Country	‘US – United States’
    Recipient: Address	ContactPhoneNumber	Phone
    Recipient: Address	ShipToZip	Postal Code
    Recipient: Address	ShipToState	State/Province
    Package:  Misc	OrderNumber	Customer Reference
    Package:  Misc	CarrierService	Service Type
    Package:  Misc	PackagedWeight	Weight	1*
    Special Services:  Ship Alert	ContactEmailAddress	Recipient Email

    * There is a known issue in FedEx with saving the defaults for Carrier Service, Package Type and Bill To if you do not have a default value for Weight also mapped.

14. Once you have matched all the fields, remain in the Import > Match window and click the Select Index button near the bottom.
    
15. The Primary Index window will pop-up.
    

    Click to map GUIDShipment and  GUIDShipment from ShipmentSummary to ShipmentPack  (*PLEASE NOTE: You may be required to map ShipmentNumber to ShipmentNumber, due to a known bug in the FedEx Software not allowing GUIDShipment to be linked with GUIDShipment)
     
    Click to map GUIDOrder and GUIDOrder from Orders to ShipmentPack
     
    Click to map ShipmentNumber from ShipmentSummary and Lookup Dialog Box  (lines will appear, signifying that they have been mapped together).
     
    Click OK.
     
    Click Continue.

16. The Import > Conversion window will automatically open. Nothing needs to be done in this window. Click Continue.

Configuring FedEx Ship Manager to Export data to Acctivate

1. The Export > Destination window will be displayed next. Scroll down and select the ACCTivate DSN company name that you created and used in the first procedure. Click Continue.
   
2. The Export > Method window is displayed next.

   Under the question, “When do you want to export to your data source?” select Each time a shipment is completed. Check the option to ‘Also Export each time a package is deleted’. Under the second question, “How do you want to update your data source?” select Insert a new record.

   

   Click Continue.

3. The next window is the Export > Information window. Select the All Fields link from the bottom of the list. A small pop-up window with a header reading All Fields will appear.

   

   The following boxes should be checked off in this window.

   Section	Check Box
   Tracking Number	Tracking Number
   Charges – Customer Rate	Net Charge
   Package – Reference	Customer Reference
   Package – Miscellaneous	Declared Value
   Package – Miscellaneous	Delivery Date
   Package – Service Type	Service Type
   Package – Miscellaneous	Ship Date
   Package – Billing	Bill Transportation To
   Package – Weight	Weight
   Sender – Miscellaneous	Account Number

   Click OK when you are finished, then click Continue.

4. The next window is the Export > Match window. This window allows you to match the export fields from FedEx Ship Manager fields to fields in your data source. Select ‘tbOrderPackagesText’ from the TABLE dropdown.

   

   You will receive a popup asking you to set all unselected tables as: tbOrderPackagesText. Click YES.
    
   Then Drag the Acctivate field  into the blank space beside the FedEx field to map them:

   Section	Acctivate Field	FedEx Field
   Tracking Number	TrackingNumber	Tracking Number
   Charges – Customer Rates	ShippingCharge	Net Charge
   Package – Miscellaneous	PackageID	Customer Reference
   Package – Miscellaneous	DeclaredValue	Declared Value
   Package – Miscellaneous	ScheduledDeliveryDate	Delivery Date
   Package – Miscellaneous	CarrierService	Service Type
   Package – Miscellaneous	ShipmentDate	Ship Date
   Package – Miscellaneous	Weight	Weight
   Recipient – Miscellaneous	AccountNumber	Account Number

   If you receive the pop-up message when mapping order number to PO Number, ignore it. It is only for informational purposes and will not affect your mapping.

   
5. Once the mapping has been completed click Continue.
6. The Export > Conversion window will automatically open. Nothing needs to be done in this window. Click Continue.
7. The Finish > Summary window will open next.
    
   This page will show you the selections that you have made in your matching process.
    
   Under the export summary section, review all of the information to make certain that the export matches have the table set to tbOrderPackagesText.
    
   After you have thoroughly reviewed this page, click Continue.
8. The Finish > Instructions window is next.
    
   Click Finish.
9. A window will pop-up reading “Would you like to save the changes…”
   
   Click Yes.
10. Another window will pop-up reading “Enter the name of your integration profile…”
    
    Type ACCTivate
     
    Make certain that there is no punctuation in the above name. Click Save.
11. The FedEx Integration Assistant will close automatically.

In Acctivate Configuration Manager, verify the Carrier Service Setup

Before using the FedEx Ship Manager and Acctivate to perform a shipment, you mush define the FedEx carrier services inside of Acctivate.

1. To do this, an authorized user must add these carrier services in the Acctivate Configuration Manager (File > Configuration Manager).
    
   If you are using an older version of FedEx (prior V10.6.1)

   

   For newer versions of FedEx (v10.6.1 or higher from the FedEx Ship Manager Guide)

   
   If FedEx is not already defined as a carrier then double-click the Sales Order folder and select Carrier.
    
   The Carrier section of the Configuration Management window will open.

2. Click the Edit button and enter FedEx as a Carrier. Make certain to check the Active box.
    
   Click the Save button.
3. Next, open the Carrier Service section of the Configuration Management window.
    
   Click the Edit button and add the carrier services (in the table below).
   
   

   Note: Make certain that FedEx is selected in the Carrier column and that the Active box is checked.
    
   The new carrier services will appear in the Service type field of Ship Manager (as shown to the below).

   

   Before importing sales orders into the Ship Manager these need to be saved with the new carrier service codes.

Daily Use

1. Open FedEx Ship Manager.
    
   On the top drop-down menu click Integration > Acctivate.
2. Click the Clear Fields button in the lower-left corner of the screen.
3. A small window reading Lookup Value will appear.
   

   Enter the Acctivate Shipment number. Click OK.

   • Shipping Workstation Integration
   • Creating ODBC Connection
   • Updating ODBC to use Live Database