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Acumatica shipping integration with WorldShip transition to EasyPost shipping

  • January 17, 2023
  • 5 replies
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Semi-Pro II
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Help! We are updating to 2022 R2 and therefore will no longer be able to use the imbedded Acumatica shipping integration with WorldShip. We have created an EasyPost account, followed the steps in the EasyPost configuration guide and still have unresolved questions / issues which our VAR is struggling to get answered from Acumatica.

Has anyone made the transition from the Acumatica Smart Shipment integration with UPS WorldShip to the EasyPost integration? Below are our questions and the partial answers which we have received.

“End of Day”: WorldShip includes an “End of Day” function which created a consolidated scan ticket for the driver, a Daily Shipment Detail Report and triggered the emails from UPS with the tracking numbers.

  • Will WorldShip show the shipments which are confirmed in the EasyPost integration? (If so we would then be able to do End of Day in WorldShip and the three functions above would be completed.)
  • If we can’t do End of Day in WorldShip then how do we get a consolidated scan ticket and what will trigger the UPS tracking number email?  The Create Manifest process in Acumatica errors out and this is the reply regarding the issue so it doesn’t appear to be the answer.
  • When I pushed back on how to get the consolidated scan ticket for the driver I got this reply:
  • The reference links back to an article on using the API to create a form. Is this something we have to create from scratch? Is there no way setup to get the scan ticket?

Sorry for the nested questions, but I’m hoping someone else has made this transition already and can help get us the answers we need so we can proceed with the update to 2022 R2. Thanks!

Best answer by alicezyks51

We’re one month in and here’s what we’ve learned by doing:

End of Day:

  • WorldShip is NOT used with the EasyPost integration. Per UPS it would be an extra service to import our shipments into WorldShip which is unnecessary in our situation.
  • We are not providing the driver with a consolidated scan ticket. He is picking up the boxes and they are scanned into the UPS system at the hub. So far no issues with eliminating this step.
  • We created our own version of the Daily Shipment Report using the export of daily shipments from the UPS site and dropping those into an excel template.
  • UPS is NOT generating emails with the tracking numbers. Currently haven’t created a business event to do this in Acumatica as it is on the invoice pdf and customers requests have been minimal. (Many orders ship collect and the customer can therefore see the incoming shipments through their own UPS login.)

Miscellaneous:

  • Non sales shipments (ie. sending parts out for rework / subcontractor processing) are easiest done directly in our UPS account which saves the vendor addresses. (Initially we thought this would be done through EasyPost.)
  • Still a little clunky (three mouse clicks) to print the UPS labels and the high value document (insured shipments) for the driver prints on the label so it’s tiny print.

Overall the integration is working well and the freight cost via EasyPost has tied to our UPS invoices.

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5 replies

DavidEichner
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  • DavidEichner
  • Captain II
  • 372 replies
  • February 10, 2023

Can you tell us if you were using the Ref1, Ref2, Ref3, and Ref4 fields in Worldship and printing them on the shipping labels?  If so, were you able to replicate that functionality with EasyPost?

Best,

David Eichner, CPA

David Eichner, CPA - If I helped you, please *Like* my post/reply. If I provided an answer to your question, please mark it as *Best Answer*.
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Chris Hackett
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  • alicezyks51
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  • 45 replies
  • February 10, 2023

Hi David,

Yes, we were using Ref1 to print the shipment number on the label. From what we see, there is no automated mapping of Acumatica fields to the reference fields, however there are codes which can be input into reference fields on the package detail and then the data added to accomplish printing of additional info on the label.

EX. TN# SH006350 will print “Trx Ref No.: SH006350” on the label (typed TN# in Ref1 field and then copied and pasted shipment number after it)

EX2. PO# Cust123456 will print “Purchase No.: Cust123456” on the label

The full lists of codes for UPS and FedEx are in the EasyPost Configuration Guide.

In our case, doing this manually on shipments will not be a excessive time burden given the number of daily shipments and the fact we create and confirm shipments one sales order at a time. If you have a large number of shipments or batch process you may want to look into automating filling the reference fields. Maybe at some point the integration will be enhanced to allow mapping of fields. (One can hope….)

We go live over the weekend so I plan to update the topic further after we have used EasyPost for a week or so. Hope this helps.

Chris Hackett
DavidEichner
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Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • 2754 replies
  • March 20, 2023

Hi @alicezyks51  were you able to find a solution? Thank you!

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
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  • alicezyks51
  • Author
  • Semi-Pro II
  • 45 replies
  • Answer
  • March 22, 2023

We’re one month in and here’s what we’ve learned by doing:

End of Day:

  • WorldShip is NOT used with the EasyPost integration. Per UPS it would be an extra service to import our shipments into WorldShip which is unnecessary in our situation.
  • We are not providing the driver with a consolidated scan ticket. He is picking up the boxes and they are scanned into the UPS system at the hub. So far no issues with eliminating this step.
  • We created our own version of the Daily Shipment Report using the export of daily shipments from the UPS site and dropping those into an excel template.
  • UPS is NOT generating emails with the tracking numbers. Currently haven’t created a business event to do this in Acumatica as it is on the invoice pdf and customers requests have been minimal. (Many orders ship collect and the customer can therefore see the incoming shipments through their own UPS login.)

Miscellaneous:

  • Non sales shipments (ie. sending parts out for rework / subcontractor processing) are easiest done directly in our UPS account which saves the vendor addresses. (Initially we thought this would be done through EasyPost.)
  • Still a little clunky (three mouse clicks) to print the UPS labels and the high value document (insured shipments) for the driver prints on the label so it’s tiny print.

Overall the integration is working well and the freight cost via EasyPost has tied to our UPS invoices.

M
Chris Hackett
2 people like this
  • M
    maichinger
  • Chris Hackett
    Chris Hackett
Chris Hackett
Community Manager
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  • Chris Hackett
  • Acumatica Community Manager
  • 2754 replies
  • March 22, 2023

Thank you for sharing your solution with the community @alicezyks51 !

Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.

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