Transmit to FedEx & UPS via NRG

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.

NRG

NRG is a Multi-Carrier Shipping software built in FileMaker for UPS, FedEx, USPS and LTL Freight. NRG allows automation of shipping and rate retrieval to the user at the time of order. NRG also provides visibility to shipment statuses within the aACE and other FileMaker based systems. 

Get Rates and the Shipping Cost Field

The user can select a UPS or FedEx Courier Service and Save the Shipment in a Pending State without Transmitting to NRG. By doing this, a Get Rates icon appears next to the Shipping Cost field. Clicking this icon will populate the Shipping Cost field with the rate appropriate to the Courier Service, Package Type, Dimensions (in) and Weight (lbs) fields.

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The Get Rates icon only works for NRG-related shipping (FedEx and UPS). But, the cost field can be manually entered for all Courier types. Quote Freight shipments can be recorded in this way. If the Pricing logic for that carrier is based off cost, this field will NEED to be populated for accurate pricing to be relayed to the Order.

 The Get Rate Icon is presently broken and non-functional.

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Transmit a Shipment to NRG

NRG is activated for an aACE Shipment when a UPS or FedEx Courier Service is selected and the Shipment is "Transmitted" to NRG. Transmitting a Shipment to NRG will generate a shipping record in NRG to be actually sent to the UPS and FedEx systems by the Shipping Department. Labels can also be generated from NRG.

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 Marking a Shipment "Shipped" will lock all fields in the Shipment. It is important to get all fields populated before marking a Shipment Shipped.

When Saving a Shipment, a pop-up window appears asking if you wish to Transmit the shipment? If ready to send to the Shipping Dept to action, click Transmit. If not ready, clicking Cancel will save the Shipment in a Pending State.

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Upon Transmitting, the Shipment is added to a queue that is processed via an Automation Schedule set up in aACE. A screenshot of a messageAI-generated content may be incorrect.

aACE will reflect the Transmitted status only after the “Transmit Shipments” process runs. While testing the dev system, this can be run by clicking the Run link and selecting Local in the pop-up window.

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Shipment Status and Tracking Status

Once a Shipment is Transmitted, an NRG icon appears, the Shipment Status changes to TRANSMITTED, and the Tracking Status changes to "Transmitted".

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 The List View displays the Status and Tracking Status.

Accessing the Transmitted NRG record

Clicking the NRG icon will open a new window displaying the related NRG record. The Record shows the Shipment number and related Order number.

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If characteristics of the Shipment have changed, the NRG record may be edited, but edits in NRG will NOT transfer back to aACE. 

 

The Get Rates button will re-calculate rates for different courier options.

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The Sender information is connected to the Dept at the bottom of the aACE Shipment Window. 

The options in this drop-down list are designated Type= Shipping in the offices Module> Departments Tab. The Sender Name in NRG is the Team Member assigned as Traffic Manager for that Department.

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Example 1: When the Building 200 Shipping Dept is assigned, NRG Sender looks like this.

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 Example 2: When the Building 25 Shipping Dept is assigned, NRG Sender looks like this.

  

The NRG Ship Button will lock in the Cost and Tracking Number for the Shipment.

Validations occur in NRG to ensure necessary information is populated. 

Note the below error. “Your Packaging” is not a valid entry for the Package Type field when using FedEx.

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Clicking on the field will display the valid options. The aACE Courier Package Types should mirror those in NRG to avoid errors. These can be edited in the System preferences Module>Shipping Setup window.

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When all fields are valid and the Ship button is selected, the Status for the NRG record becomes “Shipped”, and trcking and cost information is visible in the yellow highlighted area.

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aACE will reflect these new values only after the “Update Shipments from Integrated Shipping” process runs. While testing the dev system, this can be run by clicking the Run link and selecting Local in the pop-up window.

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Once the Schedule runs, the aACE Shipment will display the Tracking # and Ship Cost. The Invoice field is also populated based on preset calculations on the Cost field.

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aACE Fields and Corresponding NRG Fields

All other relevant information from the aACE Shipment populates the new NRG record.

Once the NRG shipment is Shipped, the aACE Shipment is marked Shipped, the Tracking Status is blanked, the Courier Tracking # and Ship Date are populated.

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 See the FedEx and UPS Integration article for more information on navigating the NRG window.