14.3. Fan Courier Integration

Fan Courier integration is available starting with v15.6, through the Rapid Purchase Delivery component. This will enable you to import receipts corresponding to customer invoices. Starting 16.05 you can also generate delivery notes, AWB numbers and order a courier pickup.

Fan Courier Interface Configuration

In the Fan Courier Interface Configuration window, located in the Sys Admin -> Courier Setup menu, enter login information required for Fan Courier integration. The following fields are available:

• Client ID - the Client ID used for the Fan Courier application.

• User Name, Password - Fan Courier application authentication data;

• Freight Carrier - freight carrier used for delivery and AWB number generation;

  • the same freight carrier cannot be used for multiple courier integrations (e.g. Cargus and Fan Courier);

Starting with v15.11, the Import Payments from Couriers process takes into account all the records in the Fan Courier Interface Configuration window, and will run for each Fan Courier account.

Import Payments from Couriers

Registering receipts corresponding to Fan Courier deliveries is done using the Import Payments from Couriers process, available in the Sys Admin -> Data-> Data Import menu. The process can be run manually or can be scheduled to run automatically. Process parameters:

• Courier Service = "Fan Courier";

• Payment Date - date when the receipts were registered by the courier. Will be used as Document Date for the receipts what will be generated;

• Doc Type for Payment - document type used for the generated payments;

• Bank Account - bank account used for Fan Courier transactions;

• E-mail Address - emails separated by ","or ";",used for process notifications;

• Days No Offset (longer in used) - generic Offset parameter is available in Scheduler;

The process will check with the Fan Courier application and will generate a receipt for each record where the date is equal with the date entered as parameter. The process will attempt to allocate the receipts to customer invoices, based on the tracking number. If no invoice is found the receipt will not be imported.

To successfully import receipts in the Fan Courier application and match them with invoices, the respective invoices must have the the AWB number entered. The business partner on the receipt is determined using the AWB number on the invoice

Generate Fan Courier AWB

Starting 16.05 you can also generate delivery notes, AWB numbers. When completing a shipment with Shipping Method = "Shipper" and Freight Carrier = Fan Courier Carrier, the Generate Fan Courier AWB button will be available.

• The freight carrier must be entered in the Freight Carrier field on the shipment and is defined in the Shipper window;

  • Note: the Freight tab located in the Shipper window does not affect the generate delivery note functionality. Details in Operating Purchase Orders;

• the generate and cancel AWB processes will be available only if the corresponding freight carrier is selected in the Fan Courier Interface Configuration window;

• the shipment business partner address must contain the region, city and postal code;

• the regions must have LocCode entered when defined in the Country Region and City window;

The Generate Fan Courier AWB process has the following parameters:

• Shipment Type - mandatory, the applicable Fan Courier service;

• Weight (kg) - mandatory , by default is the total weight of the shipped products;

• No Packages - mandatory, the number of packages or envelopes sent;

• Envelope - check when shipping envelopes;

• Shipment Payer - mandatory, the person paying for the delivery service;

• Cash on Delivery Amt - amount to be paid, applicable only for cash on delivery services;

• Cash on Delivery Payer - person expected to pay for the shipping service, applicable only for cash on delivery services;

• Declared Amount - optional, shipment amount in RON;

• Representative - opțional, by default the user who processed the shipment;

• Observations, Content, Length, Width, Height - optional, package related information;

• Ship To, Ship To Contact, Partner Location - mandatory shipment business partner information;

• Phone - mandatory, by default the ship to contact phone number;

• Fax, Email Address - optional contact information;

• Refund - used only when in addition to the cash on delivery amount, a non cash document is equired (specific documents or items);

• Cost Centre - optional, used for reporting and cost calculation purposes;

• Options - optional, only required for the open on delivery service, in which case enter 'A';

• Packing - if the open on delivery service is used, this field should contain the packing list information: use / to separate product information and | to separate products:

  • e.g.:“product1/description1/code1/piece1/amt1|product2/description2/code2/piece2/amt2” will generate a packing list for two products

• Personal Date - optional, should contain personal identification number and series if the open on delivery service is used. Use | to separate the series from the number;

  • eg: “XX|111111” will generate a packing list with the series “XX” and the number “111111”;

Notes:

• • a Fan Courier AWB will also be generated as PDF in order to be printed. The PDF document will be attached to de shipment and the AWB number will be entered automatically in the Tracking No field;

  • multiple delivery notes can be generated from a single shipment, when envelopes are sent in addition to the package;

  • the FAN Courier AWB can be canceled using the Cancel Fan Courier AWB, available on the shipment;

  • multiple AWB notes can be printed using the Retrieve Fan Courier AWB Slip process.

Order Fan Courier Pickup

Starting v16.05 you can send pickup orders to Fan Curier through the Order Fan Courier Pickup process. The process has the following parameters:

• Organization

• Freight Carrier - the Fan Courier shipper;

  • is entered on shipments in order to generate the AWB;

  • is defined in the Shipper window and must be selected in the Fan Courier Interface Configuration window;

• Representative - by default, the current SocrateCloud user;

• Phone, Email Address - mandatory contact information;

• No Packages - at least 1 package or envelope must be specified;

• Envelope - indicates whether the request is for an envelope or a package;

• Weight (kg)- mandatory package weight. For envelopes enter 1;

• Length, Width, Height (cm) - mandatory if the weigh is greater than 1;

• Pickup Time - expected pickup time;

  • the pickup order can only be entered within 09:00-19:00 weekdays and 09:00-13:00 weekends. The actual pickup time is 1 hour after the pickup order time.

• Observations - optional package information;

Note:

• due to security orders an order can only be placed once every 30 minutes for each organization;