FedEx Ship Manager

Acctivate can be integrated with the desktop version of FedEx Ship Manager.

There are two types of integrations available:

  • Sales Orders integration: A FedEx integration template can be created to import in sales orders into FedEx Ship Manager.
  • Packaging Manager integration: If you are using Acctivate's Packaging Manager, you can create a FedEx Ship Manager template to import in a Shipment and it's cartons.

You may choose to use one or both of the integration types. In both cases, shipment information will be written back to Acctivate.

The process of setting-up FedEx Ship Manager to work with Acctivate is fairly straightforward and can typically be completed in 30 minutes to one hour.

FedEx Sales Order Integration

A FedEx integration template can be created to import in sales orders into FedEx Ship Manager.

For instructions on integrating FedEx ShipManager with Acctivate's Packaging Manager, refer to the FedEx Packaging Manager Integration instructions.

Overview

Once a FedEx Ship Manager template is created, you will be able to enter an Acctivate sales order number into FedEx Ship Manager to import the order in. Once the order is imported into FedEx Ship Manager, you will enter the weight of the package and print the shipment label. FedEx will immediate write back the shipment information to the Acctivate sales order. The shipment information can be found on the Packages tab of the order.

Setup

Integrating Acctivate and FedEx properly requires creating a FedEx integration profile and configuring carrier and service information in Acctivate.

FedEx Integration

Follow each step of the setup below. Omitting a step may result in an inaccurate exchange of data.

ODBC Connection
On the workstation where FedEx Ship Manager is installed, complete the ODBC (32-bit) setup.

Create an Integration Template

  1. When you are at your shipping workstation, open your copy of the FedEx Ship Manager software.
  2. From the top drop-down menu, click Integration → FedEx Integration Assistant. The FedEx Integration Assistant window will open outside of FedEx Ship Manager.

Welcome tab

  1. On the Welcome → Introduction tab click the Continue button located near the bottom of the screen.
  2. The next screen will be the Welcome → Before You Begin tab. Read this page and then click Continue.

Begin tab

  1. On the Begin → Create tab, select the Create a New Profile radio button and click Continue.
  2. On the Begin → Integration Type window check the Both Import and Export radio button and click Continue.

Import tab

  1. On the Import → Source window, click the ODBC radio button.

  2. Scroll down in the Data Source name sub-box and click the Acctivate Data Source Name. This is the Data Source Name created when setting up the ODBC connection.

  3. Click Continue.

  4. A pop-up “error” box will tell you that you need to enter a password. Click the Login button.

    • Enter the user name: sa
    • Enter the Password: (Contact support if you need assistance) Click the Ok button.

  5. You will automatically be moved to the Import → Shipping window.

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

  7. On the Import → Lookup window. Click the After I enter a Lookup Value radio button (default). Click Continue.

  8. 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 Reference PO Number
    Package Service Type Service Type
    Package Weight Weight
    Special Services Ship Alert Recipient Email

  9. Click OK when you are finished, then click Continue.

  10. The next window is the Import → Match window. 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.

  11. Select OrdersAvailableToShip from the first Table dropdown. You will receive a popup asking you to set all unselected tables as: OrdersAvailableToShip; click Yes.

  12. Map the FedEx data to the following Fields in the Select your fields dropdown:

    Section FedEx Field Database Field Default
    Recipient: Address Address 1 ShipToAddress2
    Recipient: Address Address 2 ShipToAddress3
    Recipient: Address City ShipToCity
    Recipient: Address Company ShipToAddress1
    Recipient: Address Contact Name ContactName
    Recipient: Address Country ShipToCountry ‘US - United States’
    Recipient: Address Phone ContactPhoneNumber
    Recipient: Address Postal Code ShipToZip
    Recipient: Address State/Province ShipToState
    Package: Reference Customer Reference OrderNumber
    Package: Reference P.O. Number PO
    Package: Service Type Service Type CarrierService 1
    Package: Weight Weight ScheduledWeight
    Special Services: Ship Alert Recipient Email ContactEmailAddress
    Note

    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.

  13. Once you have matched all the fields, remain in the Import → Match window and click the Select Index button near the bottom.

  14. The Primary Index window will pop-up. Click OrderNumber from the menu to map it to Lookup dialog box (an orange line will connect the two, signifying that they have been mapped together).

  15. Click OK to close this window.

  16. Click Continue.

  17. 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.

  3. 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. This will expose sub options. Select the Set flag in existing record to indicate deleted shipment: radio button and enter a "Y" in the field next to.

  4. Click Continue.

  5. 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
    Charges - Customer Rate Handling Charge
    Package - Reference Customer Reference
    Package - Miscellaneous Declared Value
    Package - Miscellaneous Delivery Date
    Package - Miscellaneous Ship Date
    Package - Service Type Service Type
    Package - Billing Bill Transportation To
    Package - Weight Weight
    Note

    Acctivate only works with the other handling charge and we do not support any of the % handling options. If you need other handling charges added to your customer invoices then you can manually enter the amount on the ‘Release for Invoicing’ window in Acctivate. You should still map this field.

  6. Click OK when you are finished, then click Continue.

  7. 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.

  8. Select tbOrderPackagesText from the first Table dropdown. You will receive a popup asking you to set all unselected tables as: tbOrderPackagesText. Click Yes.

  9. Map the FedEx data to the following Fields in the Select your fields dropdown:

    Section FedEx Field Field
    Tracking Number Tracking Number TrackingNumber
    Charges - Customer Rates Net Charge ShippingCharge
    Charges - Customer Rates Handling Charge HandlingCharge
    Package - Reference Customer Reference OrderNumber
    Package - Reference Bill Transportation To BillingOption
    Package - Reference Declared Value DeclaredValue
    Package - Reference Delivery Date ScheduledDeliveryDate
    Package - Reference Service Type CarrierService
    Package - Reference Ship Date ShipmentDate
    Package - Reference Weight Weight
    Delete Indicator Delete Indicator Voided
    Note

    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.

  10. Once the mapping has been completed click Continue.

  11. The Export → Conversion window will automatically open. Nothing needs to be done in this window. Click Continue.

Finish tab

  1. The Finish → Summary window will open next.
  2. This page will show you the selections that you have made in your matching process.Under the Finish 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.
  3. The Finish → Instructions window is next. Click Finish.
  4. A window will pop-up reading “Would you like to save the changes…”, click Yes.
  5. Another window will pop-up reading “Enter the name of your integration profile…”, type Acctivate (make certain that there is no punctuation in the profile name and that it is unique. e.g., if you have a mapping for sales orders and for shipments, use a different name for each profile). Click Save.
  6. The FedEx Integration Assistant will close automatically.

Acctivate Configuration

Before using the FedEx Ship Manager and Acctivate to perform a shipment, a user with sys admin privileges must add FedEx as Carrier and define the FedEx carrier services inside of Acctivate.

Setup FedEx as a Carrier

  1. Login to Acctivate.
  2. Navigate to the Carrier section of the Configuration Manager.
  3. Click the Edit button and enter FedEx as a Carrier, select the Carrier Type of Overnight, enter a Description, and enter https://www.fedex.com/fedextrack/?trknbr=<t> in the URL field. Optionally, fill in the SCAC code.
  4. Make certain to check the Active box, then Save.

Setup FedEx Carrier Services

  1. Login to Acctivate.

  2. Navigate to the Carrier Service section of the Configuration Manager.

  3. Click the Edit button and add the following Carrier, Service, and Descriptions. Make certain to check the Active box.

    For versions of FedEx Ship Manager prior to v10.6.1

    Carrier Service Description
    FedEx 1 Priority Overnight
    FedEx 2 Standard Overnight
    FedEx 3 2Day
    FedEx 4 1Day Freight
    FedEx 5 2Day Freight
    FedEx 6 First Overnight
    FedEx 7 Express Saver
    FedEx 8 3Day Freight
    FedEx 92 Ground

    For versions of FedEx Ship Manager v10.6.1 and later

    Carrier Service Description
    FedEx 01 FedEx Priority Overnight
    FedEx 03 FedEx 2Day
    FedEx 05 FedEx Standard Overnight
    FedEx 06 FedEx First Overnight
    FedEx 20 FedEx Express Saver
    FedEx 70 FedEx 1Day Freight
    FedEx 80 FedEx 2Day Freight
    FedEx 83 FedEx 3Day Freight
    FedEx 90 FedEx Home Delivery
    FedEx 92 FedEx Ground
    FedEx 111 FedEx Freight (to create/print Bill of Lading)
    Note

    FedEx Ground service may be denoted as either “R” or “92” depending on the version of FedEx you are using.

Setup FedEx Billing Options

  1. Login to Acctivate.

  2. Navigate to the Carrier Billing Option section of the Configuration Manager. The following Carrier Billing Options are available for FedEx.

    Carrier Billing Option Billing Option Description Include On Invoice (Recommendation)
    FedEx 1 Bill Shipper Yes
    FedEx 2 Bill Recipient or Consignee No
    FedEx 3 Bill Third Party No

    In most cases, you'll only want to add the billing charges to the customer's invoice if you, the shipper, are being billed. If you are shipping using the recipient's account or a third party account, you typically don't want to add charges to the customer's invoice.

Setup FedEx Void Options

  1. Login to Acctivate.
  2. Navigate to the Carrier Void Option section of the Configuration Manager.
  3. Click Edit.
  4. Select FedEx as the Carrier and enter Y as the Void Option. Check the Voided and Active checkbox.
  5. Click Save.

Usage

To import orders into FedEx Ship Manager, perform the following steps:

  1. Open FedEx Ship Manager.
  2. Use the Integration menu at the top to select the Acctivate integration.
  3. Click the Clear Fields button in the lower-left corner of the screen. This will clear any shipment fields and open the Lookup Value window.
  4. In the Lookup Value window, type in the Acctivate sales order number and press OK.
  5. The Ship To information and Carrier Service will populate based on the information entered in the Acctivate sales order.
  6. Enter the Weight (or use an integrated scale).

When you print the shipping label, FedEx will write back the shipment information to Acctivate's database. This information will be visible on the Packages tab of the Enter Sales Order window.

FedEx Packaging Manager Integration

A FedEx integration template can be created to import in shipments and their cartons created using Acctivate's Packaging Manager into FedEx Ship Manager.

For instructions on importing and shipping sales orders, refer to the FedEx Sales Order Integration instructions.

Overview

Once a FedEx Ship Manager template is created, you will be able to enter an Acctivate shipment number into FedEx Ship Manager to import the the shipment and it's cartons in. Once the shipment is imported into FedEx Ship Manager, you will enter the weight of the cartons/packages and print the shipment labels. FedEx will immediate write back the shipment information to the Acctivate shipment in Packaging Manager. The shipment information can be found in the shipment window or in the Packages tab of the order.

Setup

Integrating Acctivate and FedEx properly requires creating a FedEx integration profile and configuring carrier and service information in Acctivate.

FedEx Integration

Follow each step of the setup below. Omitting a step may result in an inaccurate exchange of data.

ODBC Connection
On the workstation where FedEx Ship Manager is installed, complete the ODBC (32-bit) setup.

Create an Integration Template

  1. When you are at your shipping workstation, open your copy of the FedEx Ship Manager software.
  2. From the top drop-down menu, click Integration → FedEx Integration Assistant. The FedEx Integration Assistant window will open outside of FedEx Ship Manager.

Welcome tab

  1. On the Welcome → Introduction tab click the Continue button located near the bottom of the screen.
  2. The next screen will be the Welcome → Before You Begin tab. Read this page and then click Continue.

Begin tab

  1. On the Begin → Create tab, select the Create a New Profile radio button and click Continue.
  2. On the Begin → Integration Type window check the Both Import and Export radio button and click Continue.

Import tab

  1. On the Import → Source window, click the ODBC radio button.

  2. Scroll down in the Data Source name sub-box and click the Acctivate Data Source Name. This is the Data Source Name created when setting up the ODBC connection.

  3. Click Continue.

  4. A pop-up “error” box will tell you that you need to enter a password. Click the Login button.

    • Enter the user name: sa
    • Enter the Password: (Contact support if you need assistance) Click the Ok button.

  5. You will automatically be moved to the Import → Shipping window.

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

  7. On the Import → Lookup window. Click the After I enter a Lookup Value radio button (default). Click Continue.

  8. 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 PO Number
    Package Service Type Service Type
    Package Weight Weight
    Special Services Ship Alert Recipient Email

  9. Click OK when you are finished, then click Continue.

  10. The next window is the Import → Match window. 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.

  11. You will use the ShipmentSummary, ShipmentPack, and Orders data views to map data. 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:

    Mapping 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
    Note

    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.

  12. Once you have matched all the fields, remain in the Import → Match window and click the Select Index button near the bottom.

  13. The Primary Index window will pop-up. Perform the following links by clicking on the field name from one set of fields and then clicking on the field name of another set of fields. Lines will appear, signifying that they have been linked together.

    • Click to map GUIDShipment and  GUIDShipment from ShipmentSummary to ShipmentPack  (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.

  14. Click OK to close this window.

  15. 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.

  3. 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. This will expose sub options. Select the Set flag in existing record to indicate dleted shipment: radio button and enter a "Y" in the field next to.

  4. Click Continue.

  5. 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

  6. Click OK when you are finished, then click Continue.

  7. 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.

  8. Select tbOrderPackagesText from the Table dropdown. You will receive a popup asking you to set all unselected tables as: tbOrderPackagesText. Click Yes.

  9. Map the FedEx data to the following Fields in the Select your fields dropdown:

    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
    Note

    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.

  10. Once the mapping has been completed click Continue.

  11. The Export → Conversion window will automatically open. Nothing needs to be done in this window. Click Continue.

Finish tab

  1. The Finish → Summary window will open next.
  2. This page will show you the selections that you have made in your matching process.Under the Finish 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.
  3. The Finish → Instructions window is next. Click Finish.
  4. A window will pop-up reading “Would you like to save the changes…”, click Yes.
  5. Another window will pop-up reading “Enter the name of your integration profile…”, type AcctivateShipment (make certain that there is no punctuation in the profile name and that it is unique. e.g., if you have a mapping for sales orders and for shipments, use a different name for each profile). Click Save.
  6. The FedEx Integration Assistant will close automatically.

Acctivate Configuration

Before using the FedEx Ship Manager and Acctivate to perform a shipment, a user with sys admin privileges must add FedEx as Carrier and define the FedEx carrier services inside of Acctivate.

Setup FedEx as a Carrier

  1. Login to Acctivate.
  2. Navigate to the Carrier section of the Configuration Manager.
  3. Click the Edit button and enter FedEx as a Carrier, select the Carrier Type of Overnight, enter a Description, and enter https://www.fedex.com/fedextrack/?trknbr=<t> in the URL field. Optionally, fill in the SCAC code.
  4. Make certain to check the Active box, then Save.

Setup FedEx Carrier Services

  1. Login to Acctivate.

  2. Navigate to the Carrier Service section of the Configuration Manager.

  3. Click the Edit button and add the following Carrier, Service, and Descriptions. Make certain to check the Active box.

    For versions of FedEx Ship Manager prior to v10.6.1

    Carrier Service Description
    FedEx 1 Priority Overnight
    FedEx 2 Standard Overnight
    FedEx 3 2Day
    FedEx 4 1Day Freight
    FedEx 5 2Day Freight
    FedEx 6 First Overnight
    FedEx 7 Express Saver
    FedEx 8 3Day Freight
    FedEx 92 Ground

    For versions of FedEx Ship Manager v10.6.1 and later

    Carrier Service Description
    FedEx 01 FedEx Priority Overnight
    FedEx 03 FedEx 2Day
    FedEx 05 FedEx Standard Overnight
    FedEx 06 FedEx First Overnight
    FedEx 20 FedEx Express Saver
    FedEx 70 FedEx 1Day Freight
    FedEx 80 FedEx 2Day Freight
    FedEx 83 FedEx 3Day Freight
    FedEx 90 FedEx Home Delivery
    FedEx 92 FedEx Ground
    FedEx 111 FedEx Freight (to create/print Bill of Lading)
    Note

    FedEx Ground service may be denoted as either “R” or “92” depending on the version of FedEx you are using.

Setup FedEx Billing Options

  1. Login to Acctivate.

  2. Navigate to the Carrier Billing Option section of the Configuration Manager. The following Carrier Billing Options are available for FedEx.

    Carrier Billing Option Billing Option Description Include On Invoice (Recommendation)
    FedEx 1 Bill Shipper Yes
    FedEx 2 Bill Recipient or Consignee No
    FedEx 3 Bill Third Party No

    In most cases, you'll only want to add the billing charges to the customer's invoice if you, the shipper, are being billed. If you are shipping using the recipient's account or a third party account, you typically don't want to add charges to the customer's invoice.

Setup FedEx Void Options

  1. Login to Acctivate.
  2. Navigate to the Carrier Void Option section of the Configuration Manager.
  3. Click Edit.
  4. Select FedEx as the Carrier and enter Y as the Void Option. Check the Voided and Active checkbox.
  5. Click Save.

Usage

To import shipments into FedEx Ship Manager, perform the following steps:

  1. Open FedEx Ship Manager.
  2. Use the Integration menu at the top to select the AcctivateShipment integration (if you have an integration for sales orders and packages, be sure to choose the correct one).
  3. Click the Clear Fields button in the lower-left corner of the screen. This will clear any shipment fields and open the Lookup Value window.
  4. In the Lookup Value window, type in the Acctivate shipment number and press OK.
  5. The Ship To information and Carrier Service will populate based on the information entered in the Acctivate shipment / Packaging Manager window.
  6. Enter the Weight (or use an integrated scale) for each package imported in.

When you print the shipping labels, FedEx will write back the shipment information to Acctivate's database. This information will be visible in the shipment window of Acctivate or on the Packages tab of the Enter Sales Order window.