This guide is intended for Duggal Visual Solutions general users specifically. Information herein may contain customizations and particulars specific to the Duggal aACE system. Click this link for the General aACE Software aACE 5 Knowledge Base.
There are three ways to import shipments into aACE: Import Packing Lists, Import Outgoing Shipments [inactive: do not use], and Duplicate to Import - the method described below .
The Duplicate to Import process allows you to import multiple shipment addresses that will share a pre-configured packing list. The import process follows the same three step process as for other areas of aACE.
Duplicate to Import
Validations for Shipment Declared Value
A distribution list of addresses can be imported into an aACE Order by using a related Shipment’s Duplicate to Import Action.
Create a Set-Up Shipment
First, create a Shipment from the Order (If using an address from the distribution list, remember to remove it from the subsequent import list, else you will have a duplicate. If not using an address from the distribution list for the original/set-up Shipment, remember to delete the original shipment after the import.)
Packing List Methods
The Shipment’s Packing List can be populated as detailed here.
There are two methods in how to set up aACE Shipment Packing Lists.
1. Assign the Actual Line Items that are in the package.
2. Assign a single “consolidation” line item (see the code DIST for example used below) to the Packing List and enter override values (representing the values of the entire shipment to be taxed) in the Prod Value, Install Value, and Pack Value fields.
It is important that this dummy line should first be in the Order. Adding an item code directly into the Shipment's Packing List and entering a Prod Value will break the connection to the Order required for proper tax calculations. Upon Save, an error will appear and the Prod Value will be zeroed out.
Once the "consolidation" line item is added and the value fields are overwritten, tax calculations will use these "override" values rather than the sum of the Packing List Line Item Values. Note: overwritten values display in italics.
In the below example, we are anticipating 5 different deliveries.In the first, we only add the WF item to the Packing List and assign Qty=3. In the Prod Value field, we add 1/5 of the BNYRETPP items' values. In the Install Value field, we enter 1/5 of the $500, and in the Pack Value field, we enter 1/5 of the $75. This equally distributes the total value of $13,325 across five shipments once we duplicate to Import the other 4 addresses.
Regardless which Packing List method used, we need to populate the Shipment’s other fields. Fill in the Courier Service and other relevant Shipment Info fields. Be sure to clear the Shipped To Contact field.
Duplicate to Import
Once the Shipment is populated and saved, go to the Actions drop down menu and select Duplicate to Import.
(You may also select Duplicate Shipment to duplicate a single shipment once. Note you will need to re-enter/confirm the Value fields if you use Duplicate Shipment.)
In the pop-up Message window, select Step 1 to download the template.
Populate the template and save the file.
Fields to be populated in the template are:
Shipment Title
Shipping Addr Company Name
Shipping Addr Contact
Shipping Addr Line 1
Shipping Addr Line 2
Shipping Addr Line 3
Shipping Addr City
Shipping Addr State
Shipping Addr Postal Code
Shipping Addr Country
Shipping Phone
Notify By Email
Notification Email
Package IDs
Ref 01
Ref 02
Declared Value
Shipping Cost
Installation Value
Packing Value (*currently missing)Next, go back to the Actions drop down menu in the Shipment and select Duplicate to Import again.
In the pop-up Message window, select Step 3 this time to import the address file.
In the Import Field Mapping window, check Don’t import first record (contains field names)
Select Arrange By: Matching Names
Review that Fields are matched.
Click OK.
If no validation problems are discovered, a successful message window will appear.
If validation errors are encountered, an error message appears with an option to ignore and Import anyway, or to Review.
Clicking review will download another file to the user’s desktop with an error column at the far right detailing the validation issue.
Shipments List Views
Upon successful import, the Shipments will populate the window.
Note: the Shipment Address, Title, and Value can be imported. All other fields are duplicated from the original or cleared.
If the original set-up shipment uses an address from the imported distribution list, remember to remove it from the import list, else you will have a duplicate created.
If not using an address from the distribution list, remember to delete the original shipment after the import.
After importing the distribution list, Shipments may be deleted while they are in a Pending status. Once Shipped, they need to be Voided instead.
Validations for Shipment Declared Value
The user must be careful in using the Declared Value field. Upon marking a Shipment “Shipped”, a validation occurs that checks if the total value assigned to the Shipments is greater than the sum of values of the underlying Order’s Line Items.
Also, if values are assigned to Shipped Shipments, the Order’s Line Item value Subtotal will not be allowed to be reduced below the Total Shipped Shipment value.
