Difference between revisions of "ITrack/Pro/UPS and FedEx Integration"

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pwalker at ups dot com
pwalker at ups dot com


=Using Invoice Number=
=Using Quote Number=
This has been rolled out on the AU so everyone should already have this view:
This has been rolled out on the AU so everyone should already have this view:
<source lang="mysql">
<source lang="mysql">
CREATE VIEW `v_invoice_shipping_address` AS
CREATE VIEW `v_invoice_shipping_address` AS  
(
(
SELECT invoicenum AS OrderNumber, IF(shipcompany = '', shipname, shipcompany) AS `Name`, shipstreet AS Address,  
SELECT `quote`.`invoicenum` AS OrderNumber, IF(`quote`.`shipcompany` = '', `quote`.`shipname`, `quote`.`shipcompany`) AS `Name`, `quote`.`shipstreet` AS Address,  
shipcity AS City, shipstate AS State, shipzip AS PostalCode  
`quote`.`shipcity` AS City, `quote`.`shipstate` AS State, `quote`.`shipzip` AS PostalCode, `quote`.`shipphone` AS PhoneNumber, `customer`.`email` AS Email
FROM `invoice`  
FROM `quote`
WHERE document = 'Invoice'
JOIN `customer` ON `quote`.`customernum` = `customer`.`customernum`
WHERE `document` != 'VOID'
);
);
</source>
</source>
=Using Quote Number=
 
Some users will want the integration to use the quote number so they can get the calculated shipping cost in the quote before they convert it to an invoice. If they decide they want that instead, they will no longer be able to use the invoice number from UPS.
=Using Invoice Number=
Some users may want the integration to use the invoice number. If so, they will no longer be able to use the quote number from within UPS.
<source lang="mysql">
<source lang="mysql">
DROP VIEW `v_invoice_shipping_address`;
DROP VIEW `v_invoice_shipping_address`;
CREATE VIEW `v_invoice_shipping_address` AS  
CREATE VIEW `v_invoice_shipping_address` AS  
(
(
SELECT invoicenum AS OrderNumber, IF(shipcompany = '', shipname, shipcompany) AS `Name`, shipstreet AS Address,  
SELECT `invoice`.`invoicenum` AS OrderNumber, IF(`invoice`.`shipcompany` = '', `invoice`.`shipname`, `invoice`.`shipcompany`) AS `Name`, `invoice`.`shipstreet` AS Address,  
shipcity AS City, shipstate AS State, shipzip AS PostalCode  
`invoice`.`shipcity` AS City, `invoice`.`shipstate` AS State, `invoice`.`shipzip` AS PostalCode, `invoice`.`shipphone` AS PhoneNumber, `customer`.`email` AS Email
FROM `quote`
FROM `invoice`
WHERE `document` != 'VOID'
JOIN `customer` ON `invoice`.`customernum` = `customer`.`customernum`
WHERE document = 'Invoice'
);
);
</source>
</source>

Revision as of 11:47, 23 March 2010

Contact UPS

If a user requests UPS integration you will most likely need to contact this UPS rep to setup things on the UPS Worldship side:

Paul Walker
UPS Customer Solutions
Solutions Engagement Supervisor
Telephone (904)994-2971
pwalker at ups dot com

Using Quote Number

This has been rolled out on the AU so everyone should already have this view:

CREATE VIEW `v_invoice_shipping_address` AS 
(
	SELECT `quote`.`invoicenum` AS OrderNumber, IF(`quote`.`shipcompany` = '', `quote`.`shipname`, `quote`.`shipcompany`) AS `Name`, `quote`.`shipstreet` AS Address, 
	`quote`.`shipcity` AS City, `quote`.`shipstate` AS State, `quote`.`shipzip` AS PostalCode, `quote`.`shipphone` AS PhoneNumber, `customer`.`email` AS Email
	FROM `quote`
	JOIN `customer` ON `quote`.`customernum` = `customer`.`customernum`
	WHERE `document` != 'VOID'
);

Using Invoice Number

Some users may want the integration to use the invoice number. If so, they will no longer be able to use the quote number from within UPS.

DROP VIEW `v_invoice_shipping_address`;
CREATE VIEW `v_invoice_shipping_address` AS 
(
	SELECT `invoice`.`invoicenum` AS OrderNumber, IF(`invoice`.`shipcompany` = '', `invoice`.`shipname`, `invoice`.`shipcompany`) AS `Name`, `invoice`.`shipstreet` AS Address, 
	`invoice`.`shipcity` AS City, `invoice`.`shipstate` AS State, `invoice`.`shipzip` AS PostalCode, `invoice`.`shipphone` AS PhoneNumber, `customer`.`email` AS Email
	FROM `invoice` 
	JOIN `customer` ON `invoice`.`customernum` = `customer`.`customernum`
	WHERE document = 'Invoice'
);

In UPS

Go to Import/Export Data at the top menu > Keyed Import > <import name given> The user will then be able to enter in the invoice #(by default) and the customer shipping will automatically be pulled into UPS.