Example 2 – Store the freight billing in the Customer record

In this example, we will show you how to store the freight billing information in the Customer record, designating the Customer User 1 and Customer User 2 (user-definable) fields to hold this information. The information, UPS Account Number and the freight billing type, is normally stored in the customer record and can be used for all orders to that customer.

Note: These fields cannot be used for other purposes in order for this example to be valid. 

1. In the ShipGear Exchange window, click the Customize Interface button.

2. Select a document from the interface. In this example, we will work with Sales Orders.

3. Map UPS Account.

1. • Select the Ship To input field group.
     
     
     
     

   • Select the UPS Account field.
     
     
     
     
     

   • Under Source, select your ERP interface.

   • In the Order Field drop-down list, select a field in your source document where you will store the UPS account number. Usually this is in a user-definable field associated with the customer. Here we’ve mapped to the "Custom Field 1" field in our ERP interface.
     

4. Map Domestic Billing:

1. • Select the Service input field group.
     
     
     
     

   • Select the Domestic Billing Option field.
     
     
     
     
     

   • Under Source, select your ERP interface.

   • In the Sales Orders Field drop-down list, select a field in your source document where you will store the billing terms. Usually this is in a user-definable field associated with the customer. Here we’ve mapped to the "Customer User 2" field in our ERP interface.
     
     
     
     

5. Perform Value Translations. ShipGear doesn’t have a list of possible values for the field you selected, so you need to provide them.

1. • Select "Click here to update Value Translations."
     
     
     
     

   • Click "Update "Your Field" Values."
     
     
     
     

   • In the Value List, type any values that might be entered for the field you selected.
     When using this field to store the billing type, for example, you might enter the following values: PRE, CON, COL, 3RD. Press Enter to separate entries.
     
     
     
     

   • Click OK.

   • Define what each value that you just entered translates to as a billing type in the Domestic Billing Option field by selecting a value from the drop-down list. For example, for the field you selected you might map the values: "PRE" to "Prepaid", "CON" to "Consignee", "COL" to "Collect", and "3RD" to "3rd Party".
     
     
     
     
     

6. Click OK again to exit Value Translations. Then, click Apply.

7. Test the results using Test Interface.

Note: ShipGear has access to the custom or user-definable fields for all documents in your ERP interface.