Access Privileges
The Access tab on Employee card lets you limit access to specific tools and privileges.
• Export - needed to export from searches and reports
• Terms - needed to change customer or vendor terms or credit
• Update - needed to use Update in searches to change multiple entries
• Delete - needed to use Delete in searches to delete multiple entries
• Profit - needed to view Profit tab on transactions
• History - needed to view History tab on cards
• Category - needed to view Category tab on transactions
• Duplicate - needed to use Duplicate in searches to duplicate multiple entries
• Status - needed to change Status on transactions
• Inactive - needed to change Inactive status of Customer, Items, etc.
These features apply throughout Big Business. (3103)
To assign privileges and access to differentfFeatures in Big Business, first turn OFF the All Access setting:
1. Open the Employee Card
2. Go to the Access tab
3. Click to uncheck All Access
You can then turn ON access to Tools by:
• Selecting a Toolbar - Customer, Vendor, Item,...
• Selecting a Tool - Customer Card, Customer Search, Quote,...
You can also turn ON Privileges such as:
• Export - needed to export from searches and reports
• Terms - needed to change customer or vendor terms or credit
• Update - needed to use Update in searches to change multiple entries
• Delete - needed to use Delete in searches to delete multiple entries
• Profit - needed to view Profit tab on transactions
• History - needed to view History tab on cards
• Category - needed to view Category tab on transactions
• Duplicate - needed to use Duplicate in searches to duplicate multiple entries
• Status - needed to change Status on transactions
Click OK to Save changes to the Employee Card and OK the dialog, that changes do not take effect until the user signs in again.
Entering Customer Information
Entering Customer Information (3149)
After you have entered information about your company and your financial setup, you can enter information about your customers.
There are three ways to enter customer information:
• You can choose to enter customer information later, when you begin using Big Business. Use this option if your business is new or you have no customers with open balances.
• You can import information from a text file exported from another program. Use this option if you’re changing over from an accounting or contact management program. You can import many different items of information, including names, addresses, terms, and the current balance.
• You can type in the information. If you type in customer information, you can enter the company name, the first and last name of your main contact, the credit limit, and the current balance.
Entering Vendor Information
Entering Vendor Information (3150)
After you have entered information about your company and your financial setup, you can enter information about your vendors (companies you buy from).
There are three ways to enter vendor information:
• You can choose to enter vendor information later, when you begin using
Big Business. Use this option if your business is new or you have no vendors with open balances.
• You can import information from a text file exported from another program. Use this option if you’re changing over from an accounting or contact management program. You can import many different items of information, including names, addresses, terms, and the current balance.
• You can type in the information. If you type in vendor information, you can
enter the company name, the first and last name of your main contact, and your current balance.
Entering Item Information
Entering Item Information (3151)
After you have entered information about your company and your financial setup, you can enter information about items. (In Big Business, an item is anything that you buy, sell, or keep in inventory.)
There are three ways to enter item information:
• You can choose to enter item information later, when you begin using Big Business. Use this option if your business is new or you don’t have any items that you track in inventory.
• You can import information from a text file exported from another program. Use this option if you’re changing over from an accounting program or other software. You can import many different kinds of information including item code, description, price, cost, and quantity.
• You can type in the information. If you type in item information, you can enter the item code, description, quantity, cost, and price.
Finishing the Setup Process
Finishing the Setup Process (3152)
When all five of the buttons in the Set Up Checklist window are marked with green checks to indicate that you have finished entering data, you are almost finished setting up Big Business. All you have to do is click the OK/Continue button in the Set Up Checklist window.
Remember Last
Remember Last is being Retired. It is not compatible with dynamic windows.
Big Business includes a feature to remember window position and sizing. Big Business windows can be resized vertically to display more detail. New windows are automatically sized and positioned by default. By choosing the Remember Last you can have your windows arranged and sized differently and have those settings remembered.
The Solution explains these settings. (5741)
Big Business automatically tiles new windows so they are stacked but offset downward and to the right so that you can see the window(s) behind. If you choose a Default Window Size, new windows are automatically sized to fit the screen size chosen and auto-tiling of five or more windows.
You can choose the Windows setting Remember Last--in the Notes Prefs--to have each tool window rember its sizing and postion. You may want Invoices to be very long and Bills to be very short (on screen). Or you may want to arrange a search window on the left and display window on the right (screen size permitting).
To enable Remember Last Window Position:
1. Sign-in as the user you want to change settings for (e.g. yourself).
2. Go to the Notes toolbar, the the Notes Prefs
3. Under the Windows pulldown, choose Remember Last.
4. Click OK to save the Prefs.
Test by opening a window, such as Invoice, dragging it to a new location, and closing. Re-open the same window and it should open in the same location.
You can override the last window position by holding the Shift key. Hold the Shift key while opening a window to have it open in the center of the screen.
This preference is specific to the User and the computer. Turning on Rember Last for yourself will not affect other users. Window postions are saved on the workstation, so will be different for different computers you use, which may have different screen sizes.
To turn off Remember Last, choose the Auto-Tile setting in the Windows pulldown in the Notes Prefs.
Chapter 52 Currencies
This feature is part of the Multi-Currency Add-On, which is an additional module for Big Business that supports transactions in foreign currencies.
This Solution provides an introduction to the Multi-Currency Add On. (5931)
The Multi-Currency Add-On tracks purchases and payables in foreign currencies. If this module is well-received it will likely be extended to cover other foreign currency operations. It employs a dual-account approach, creating foreign currency accounts with matching exchange accounts, which combined, represent the full value of the account in native currency financials. Costs for items purchased are tracked in foreign currency and automatically received into inventory in native currency. Payments are posted to native currency accounts using current exchange rates and automatically posting gain or loss due to currency fluctuation. The foreign cost of items purchased can be saved for automatic insertion on new purchases.
You are welcome to test this functionality with your real data. As with most entries in Big Business, you can delete any entries created, in reverse order, and disable the feature if it does not meet your needs. Alternatively, you can test this fuctionality in a Demo File by following the instructions for Registering. This function is not enabled by default as it is outside the needs of most users.
Shipping: Creating a System DSN
This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server.
This Solution describes Creating a System DSN for use with UPS Worldship. (5959)
1. Click Start, Settings, Control Panel.
2. In Windows XP, click Perfomance and Maintenance.
3. Double-click Data Sources (ODBC).
4. Click on the System DSN tab. Click Add.
5. Select ODBC Driver for 4D Server and click Finish.
6. Type a name (BB) in the Data Source Name field.
7. For Network Path, type "TCP/IP:" followed by the IP Address of the server.
8. Enter the User Name and Password you assigned to the ODBC Server.
9. Click Test Data Source to test the connection.
10. Click OK to save the ODBC Driver setup.
11. Click OK to save changes to the ODBC Data Source Administrator.
Shipping: UPS Create Import/Export Map
UPS WorldShip can use ODBC to get addresses from Big Business and put back Tracking.
This Solution describes creating an Import or Export Map. (5960)
After enabling ODBC for Big Business and creating a System DSN for the UPS workstation, in WorldShip create a new Map:
1. Import/Export Data menu, Create/Edit Map
2. Select Create a New Map for Import and click Next.
3. Select Address for Import Data Types and Ship To for Address Books and click Next.
4. Select By Known ODBC Source and choose the System DSN created previously (BB) in ODBC Sources.
5. Enter the user name for ID and the password for Password and click Next.
6. Select New Map and enter a name (bb_addresses) for New Map Name and click Next.
7. Click Finish to proceed to the Connection Editor.
8. Select a Big Business table on the left like CUST for the Customer table, VEN for Vendors, or CONTACT for Contacts.
9. Highlight a Field on the left, like Code, for Customer Code.
10. Highlight a Field on the right, like Customer ID.
11. Click Connect to link them, and repeat from Step 9, as pictured.
12. Click on the Code - Customer ID entry and click Define Key.
13. Click OK to save.
14. Click Yes to proceed with a Batch Import and select available options to overwrite, cull duplicates, and so on.
You can repeat the import at a future time by choosing Batch Import... from the UPS Online Connect menu and choosing the named import (bb_addresses) and duplicate checking options you want for updating.
Shipping: UPS: Importing to Shipments
This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server.
This Solution describes Importing to UPS Worldship Shipments. (5961)
The Shipping Add-On is an additional module that enables ODBC access to data in Big Business Server. This Solution describes using the ODBC capabilities of UPS WorldShip to retrieve addresses directly from Big Business Server and import them into a new Shipment. Once this import is set up, it can be used as a Keyed Import to automatically fill in address information on a new Shipment.
The prerequisites for this import are enabling the ODBC Server in Big Business Server, and creating a System DSN as described in earlier entries.
Creating the Import Map in UPS WorldShip:
1. In the Import/Export Data menu, choose Create/Edit Map.
The Create or Edit an Import or Export Map appears.
2. Under New Map, select Import from ODBC Database.
3. For the type of data to import choose Shipment.
4. Enter a Name and click Create.
4. Select the ODBC Source choosing the System DSN created previously .
5. Enter user ID and password for Password and click Next.
6. Select New Map and enter a name (bb_shipments) for New Map Name and click Next.
7. Click Finish to proceed to the Connection Editor.
8. Select a Big Business table on the left like CUST for the Customer table, VEN for Vendors, or CONTACT for Contacts.
9. Select the Worldship Fields to display on the right, such as Ship To.
10. Highlight a Field on the left, like Code, for Customer Code.
11. Highlight a Field on the right, like Customer ID.
12. Click Connect to link them, and repeat from Step 9, as pictured.
13. Click on the Code - Customer ID entry and click Define Key.
14. Click OK to save.
15. Click No to skip the Batch Import.
You can now use this import as a Keyed Import. Go to the UPS OnLine Connect menu, choose Keyed Import and choose More... Highlight the new import (bb_shipment) and click Import. The Enter Import Key window will appear and you can enter a Customer Code (the selection when clicking Define Key in Step 12, above) and UPS will automatically fill in the shipment information with current data from Big Business Server.
Shipping: UPS Worldship Preferences
This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server.
This Solution describes using the UPS WorldShip Preferences to disable the option to Update Address Book so it does not conflict with importing Shipment data from Big Business Server. (5969)
If Update Address Book is checked for every Shipment in WorldShip, a second Shipment to the same Customer ID may generate an alert:
This Customer ID already exists with a different Company or Name. Would you like to enter a new Customer ID for this address?
When using the Shipping Add-On to import Shipment information from Big Business Server, it may be preferable to turn off the Preference to Always Update Address Book. If Update Address Book is checked for each Shipment this can cause a conflict when a repeat recipient is selected, displaying the Alert:
"This Customer ID already exists with a different Company of Name. Would you like to enter a new Customer ID for this address?"
See the other entries in this documentation for information on importing Address instead of Shipments if you want to update the UPS Address Book.
To Turn Off the Always Update Address Book Preference in WorldShip:
1. Select System Preferences from the Tools menu
2. Select the Miscellaneous tab
3. Uncheck Always Update Address Book
4. Click OK to Save changes in the System Preferences Editor
New Shipments will now start with the Update Address Book checkbox unchecked.
Shipping: Registering
This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server.
This Solution describes Registering the Shipping Add-On, permanently or in Trial Mode, with your existing data file or the Demo Data File. (5972)
The first step in connecting to Big Business Server from an ODBC-capable program is Registering. This process includes assigning a Name and Password that protect your data from unauthorized access.
To Register the ODBC Add-On:
1. Go to the Maintenance toolbar, to the Company Card, and click the Upgrade button.
2. Click the ODBC button and the Registration dialog, pictured, will open.
3. Enter a Name and Password to protect your data from unauthorized access.
4. Contact Big Business Support for a Registration Code for your data file.
5. Enter the Registration code received, or, 198, for the Demo File.
6. Click Continue.
7. Click OK on the Confirmation dialog
8. Click OK to Save the Company Card.
9. Quit and restart Big Business Server.
You can assign a new Name and Password by repeating this process.
You can unregister and disable ODBC access by repeating the procedure and entering zero (0) for the Registration. Trial Mode can be enabled one time only.
Read-Only Searches
Read-Only Searches allow an employee to open and view search results, but not edit.
If you give Access to Customer and Customer Search an employee can edit customers. If you give Access to Customer Search they cannot open the Customer card to view, unless you turn on Read-Only Searches, then, they can then view the Customer card.
Go to Employee Pref and check Read-Only Searches. Then, give Access to a Search but not the tool itself, so give access to Customer Search but not Customer tool itself.
Shipping: Load Addresses
This feature is for use with the Shipping Add-On that enables shipping programs like UPS WorldShip or FedEx Ship Manager to read addresses from Big Business and write back shipment information like Tracking numbers.
Big Business 9.9 updates Ship Info posted to Orders to also display on Invoices.
This Solution describes the Load Addresses preference. (5985)
When using the Shipping Add-On to import shipment information from Big Business Server, it simplifies the import and streamlines the workflow to have the recipient's address and contact information copied into the Sales Order, where it can be read along with the other details of the order.
Load Addresses adds discrete fields for the shipping information (e.g. City, State, Zip) to the Sales Order and automatically fills them in from the selected Customer Card or when choosing an alternate Ship To address, from the chosen Contact Card. New dialogs for choosing a Ship To address allow you to create New or Edit Contact Cards linked to the selected Customer.
Load Addresses also adds an additional tab to the Sales Order that displays Shipment Information (e.g. Tracking Number, Charges, etc.) posted from the shipping program back to Big Business Server, and provides the shipping information fields for entering an address directly.
To Enable the Load Addresses functions:
1. Go to the Customer toolbar.
2. Open the Customer Prefs.
3. Click the Load Addresses checkbox.
4. Save the Customer Prefs by clicking OK.
Shipping: Contact Entry
This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server.
This Solution describes using the Load Addresses option that is designed for integration with a shipping solution such as UPS WorldShip. (5986)
When using the Shipping Add-On to import shipment information from Big Business Server, it simplifies the import and streamlines the workflow to have the recipient's address and contact information copied into the Sales Order, where it can be read along with the other details of the order.
Load Addresses changes the selection dialog displayed when you click the Other button to select another Ship To address from Additional Contacts.
Features of the Load Addresses Contacts dialog:
1. Maintain an unlimited number of Contacts for a Customer and sort them by clicking any column header.
2. Add New Contacts that are linked to the Customer by clicking the New button.
3. Edit an existing Contact by clicking once to select it, then clicking the Edit button.
4. Select a Contact and load the shipping information by double-clicking or selecting and clicking OK.
5. Keep the current selection by clicking Cancel.
The shipping information from the Customer Card is not listed a choice in Contacts. You can revert to the shipping information on the Customer Card by re-selecting the Customer Name on the order, or by creating a New Contact, which automatically copies the Customer shipping information, if you want to use additional fields such as Shipping Attn and Shipping Addr3/Dept..
Shipping: Address Entry
This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server.
This Solution describes using the Load Addresses option that is designed for integration with a shipping solution such as UPS WorldShip. (5987)
When using the Shipping Add-On to import shipment information from Big Business Server, it simplifies the import and streamlines the workflow to have the recipient's address and contact information added into the Sales Order, where it can be read along with the other details of the order.
Load Addresses adds an additional tab to the Sales Order where you can enter the shipping information for the order so it can be read by the shipping system.
Features of the Sales Order UPS tab:
1. Enter shipping information in discrete fields (e.g. City, State, and Zip).
2. Automatic completion of the Ship To text for printed output, plus a Copy Above button to update the Ship To text.
3. Additional fields for Phones, Email, Attention, and Address3 which can be read by the shipping system.
Use this option when you are entering shipping information for a single order that you do not need to save for future orders. To save shipping information use the Other button on the Ship To field to create a New Contact.
Shipping: Shipment Information
This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server.
This Solution describes using the Load Addresses option that is designed for integration with a shipping solution such as UPS WorldShip and added in Big Business 5.1.0. (5988)
When using the Shipping Add-On to import shipment information from Big Business Server, you can also have the shipping system automatically update the Sales Order with Shipment Infomation.
Load Addresses adds an additional tab to the Sales Order where you can view the Shipment Information posted by the shipping system.
Shipment Informaton options:
1. Automatic Date and Time posted.
2. Description for describing the shipment with any selection of data (e.g. Service Level, ETD, etc.).
3. Tracking Number entry
4. Replace Other Charges, so Invoicing will automatically use the latest charge
5. Add Other Charges, so the order reflects cummulative shipping charges.
6. Add Printed or Private Comments to the Sales Order with any selection of shipment data (e.g. Tracking Number, Charges, ETD, etc.).
With a few minutes of setup, UPS WorldShip can be set to automatically update Big Business Server with Shipment Infomation that carries onto an Invoice or is easily referenced when needed.
Introduction to the Shipping Add-On
The Shipping Add-On is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server. (5989)
Big Business Server supports ODBC requests using a custom Driver that runs on Windows workstations. ODBC is Microsoft's Open DataBase Connectivity that is supported in progams such Access, Excel, and more. Using the ODBC Driver another program can retrieve data from Big Business Server for Mac OS X or Windows.
Get data from Big Business Server into your Windows programs:
• get live inventory information for an online store automatically
• get data for analysis in a spreadsheet or database automatically
• get address and shipment information to process shipments automatically
With ODBC and UPS, you can:
• tell Big Business to Load Addresses into the Sales Order
• tell UPS WorldShip to look up the Sales Order and get the shipping information
• tell UPS WorldShip to update the Sales Order with the tracking number, charges, and any comments, when the shipment is complete
The ODBC Add-On is a complete solution, including: the Driver, setup support, and help identifying the data you want to retrieve.
Writing data back to Big Business Server is supported only in select circumstances, such as the popular need to record shipping charges and tracking numbers.
Shipping: UPS: Exporting Shipments
This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or UPS WorldShip, to retrieve data from Big Business Server.
This Solution describes exporting UPS Worldship Shipments to update a Sales Order in Big Business with Tracking Number, Shipping Charges, and so on. (6066)
The Shipping Add-On is an additional module that enables ODBC access to data in Big Business Server. This Solution describes using the ODBC capabilities of UPS WorldShip to Export Shipment Information to Big Business Server. Once this export is created, it can be set to automatically update Big Business as each new Shipment is processed.
The prerequisites for this import are enabling the ODBC Server in Big Business Server, and creating a System DSN as described in earlier entries.
Creating the Export Map:
1. Select Connection Assistant on the UPS Online Connect menu.
2. Select Create a New Map for Export and click Next.
3. Select Shipment for Export Data Types and click Next.
4. Select By Known ODBC Source and choose the System DSN created previously (BB) in ODBC Sources.
5. Enter the user name for ID and the password for Password and click Next.
6. Select New Map and enter a name (bb_shipments) for New Map Name and click Next.
7. Click Finish to proceed to the Connection Editor.
8. In the upper right pulldown, select SHIPINFO
9. Select the Worldship Fields to display on the left, such as Package
10. Highlight a Field on the left, like Reference1, where you have entered your Sales Order Number
11. Highlight a Field on the right, like SO_Number
12. Click Connect to link them, and repeat from Step 9, as pictured.
13. Click OK to save.
14. Click No to skip the Batch Import.
You can now use this export automatically. Go to the UPS OnLine Connect menu, choose Automatic Export After Processing Shipment and choose More... Highlight the new export (bb_shipments) and click Export. When you click Process Shipment data will automatically be exported to Big Business Server. Alternatively, you can set up an Export for End of Day, which is the next menu item in the UPS Online Connect menu.
Shipping: FedEx, Step 1: Data Source
This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or FedEx Ship Manager, to retrieve data from Big Business Server.
This Solution describes connecting from FedEx Ship Manager. (6067)
The Shipping Add-On is an additional module that enables ODBC access to data in Big Business Server. This Solution describes using the ODBC capabilities of FedExShip Manager to retrieve data from Big Business Server.
The prerequisites for this import are Registering the ODBC Add-On in Big Business Client, and creating a System DSN as described in earlier entries.
Using the Integration Assistant to choose a Data Source:
1. Select FedEx Integration Assistant in the Integration menu.
2. Follow the prompts to create a new Profile
3. Specify Import or Export or Both as appropriate.
4. Select ODBC and choose the System DSN created previously (BB).
5. On the connection error dialog click Login.
6. Enter the User Name and Password and you assigned when Registering the ODBC Add-On.
Shipping: FedEx, Step 2: Import Shipping
This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or FedEx Ship Manager, to retrieve data from Big Business Server.
This Solution describes connecting from FedEx Ship Manager. (6068)
The Shipping Add-On is an additional module that enables ODBC access to data in Big Business Server. This Solution describes using the ODBC capabilities of FedExShip Manager to retrieve data from Big Business Server.
This step follows Step 1: Data Source, as described in an earlier entry.
To Import data from the Sales Order in Big Business:
1. Choose Yes for the question, Do you use a unique name or code to look up each package.
2. Choose Yes for the question, Do you need to edit shipping information before printing the label.
Single Edit should be automatically selected based on the answers above.
3. On the Lookup screen, use the default, After I enter a lookup value.
4. On the Information screen you can specify the target fields you want to use in FedEx Ship Manager, so choose at least the Recipient Address fields (address, city, state,...) and a place to put the Sales Order Number such as Package, Customer Reference.
Shipping: FedEx, Step 3: Import Matching
This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or FedEx Ship Manager, to retrieve data from Big Business Server.
This Solution describes connecting from FedEx Ship Manager. (6069)
The Shipping Add-On is an additional module that enables ODBC access to data in Big Business Server. This Solution describes using the ODBC capabilities of FedExShip Manager to retrieve data from Big Business Server.
This step follows Step 2: Import Shipping, an earlier entry.
To Import data from the Sales Order in Big Business:
1. Choose SO in the first pulldown in the Table column.
2. OK the dialog to fill in SO on the remaining rows.
3. Choose the appropriate SO field in the pulldown in the Field column for each row.
When complete you will click the Select Index button at the bottom for the next step.
Shipping: FedEx, Step 4: Import Index
This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or FedEx Ship Manager, to retrieve data from Big Business Server.
This Solution describes connecting from FedEx Ship Manager. (6069)
The Shipping Add-On is an additional module that enables ODBC access to data in Big Business Server. This Solution describes using the ODBC capabilities of FedExShip Manager to retrieve data from Big Business Server.
This step follows Step 3: Import Matching, an earlier entry.
To Import data from the Sales Order in Big Business:
1. Click the Select Index button on the Import Matching screen.
2. Highlight the SONo entry.
3. Click OK.
4. Continue to the next screen, Conversion, and click Save
5. Continue to review the Summary and Instructions, where you can scroll down to find a Printable Version button.
6. Click Finish.
Shipping: FedEx, Step 2: Export Method
This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or FedEx Ship Manager, to retrieve data from Big Business Server.
This Solution describes connecting from FedEx Ship Manager. (6068)
The Shipping Add-On is an additional module that enables ODBC access to data in Big Business Server. This Solution describes using the ODBC capabilities of FedExShip Manager to send data to Big Business Server.
This step follows Step 1: Data Source, as described in an earlier entry.
To Export data to the Sales Order in Big Business:
1. Choose the default, Insert a new record.
2. Continue to the Information screen and select the information you want to export, such as:
• Tracking Number
• Package: Customer Reference, or whereever you stored the Sales Order Number
• Charges or other fields of interest
Shipping: FedEx, Step 3: Export Matching
This feature is part of the Shipping Add-On, which is an additional module that enables ODBC-capable programs, such as Excel or FedEx Ship Manager, to retrieve data from Big Business Server.
This Solution describes connecting from FedEx Ship Manager. (6069)
The Shipping Add-On is an additional module that enables ODBC access to data in Big Business Server. This Solution describes using the ODBC capabilities of FedExShip Manager to send data to Big Business Server.
This step follows Step 2: Export Method, an earlier entry.
To Export data to the Sales Order in Big Business:
1. Choose SHIPINFO in the first pulldown in the Table column.
2. Map Tracking Number to SHIPINFO: ShipmentID
3. Click the radio button and Duplicate to map the same entry to another field
4. Map Package: Customer Reference, or wherever you stored the Sales Order Number, to SHIPINFO: SO_Number