Mapping Traverse Fields

Aptean Ship allows you to customize the way data is translated between Traverse Sales Orders and the Aptean Ship shipment. Using the field mapping feature, you can control how the data in the Sales Order is translated to Aptean Ship, allowing you to define what information populates the shipment fields, and how the data is interpreted into accepted shipment values, when necessary.

How to Access Field Mapping

To access field mapping, go to Setup > Source Interfaces > Traverse, and click the Interfaces heading.

Under My Interface > Sales Orders, click the Customize Interface button.

Then, click the Select Mappings heading.

Overview

Many fields from Traverse are mapped by default as part of the basic interface. If you want more control over how data is translated from Traverse into shipment fields, you can add fields or customize field mapping to suit your company’s needs. For any information that you want imported with the Sales Order, you can map those fields to Aptean Ship shipment fields and when applicable, set up value translations.

If you want to import a field that doesn’t have a corresponding field in Aptean Ship, you can use Aptean Ship User Definable fields and map your Traverse field to one of them. Mapping User Definable fields to Traverse fields allows you to bring in values that may not normally be imported with the Sales Order.

You can map any field in Aptean Ship, but let’s go through a few common examples.

Ship Via

Ship Via is an example of a field that is mapped by default, but which requires you to set up value translations for the most accurate results. Although the field is mapped, you now need to define what the Traverse Ship Via methods mean in Aptean Ship terms. For example, the Traverse Ship Via field value “UPSB” can be set up to translate to “UPS 2nd Day Air A.M.®” when the Sales Order is imported into Aptean Ship. When the Sales Order Ship Via is “UPSB”, the Carrier/Service fields on the Shipping screen will automatically populate with “UPS 2nd Day Air A.M.®”.

The Traverse values are populated from Ship Via key field values that are set up in Traverse in AR > Setup & Maintenance > Shipping Method Codes.

Expand Shipment > Carrier Information > Carrier – Service. For each of the Traverse Ship Via values In the Value Translations list, select the corresponding Aptean Ship Carrier – Service from the drop-down list.

Freight Terms

Freight Terms is also a default mapped field that requires you to translate Traverse values into Aptean Ship field values. It is mapped to the Aptean Ship field Billing Type under Shipment > General Information > Billing Type. The Traverse values are populated from Ship Freight Terms field values that are set up in Traverse in SHP > Setup & Maintenance > Shipping Terms.

Map a Field to a Fixed Value

Allows you to set a fixed value for the mapped shipment field. You can either type in a value or choose one of the possible shipment values from a drop-down list. If the shipment field says (Select) next to it, then the fixed value will be either selected (checked) or not.

Map a Field to a Traverse field

In this example, we’ll select a Traverse field from the Sales Order as the mapped source for the corresponding Aptean Ship field.

We’re going to use an unmapped field on the Order and add our own mapping.

In the “Maps from” field, select Traverse Field and then choose the Traverse field to map to.

Map a Field to a Traverse field with Value Translations

This example illustrates an Aptean Ship field that requires a set of possible values. Here is the Aptean Ship “FOB” field that we map to the Traverse field “Freight Terms Paid By”. You’ll see that an area for Value Translations becomes available. Click Add Value Translation.

Enter the values from Traverse and then select the Aptean Ship value that it should translate to.

Map to a User Definable field

Aptean Ship provides User Definable fields at the Item, Order, Packaging, Pallet and Shipment levels. Although it is possible to map Aptean Ship User Definable fields to different level source fields, we recommend that you only map User Definable fields to the same level fields from Traverse.

1. Create the Aptean Ship User Definable fields.
2. In Select Field Mappings, locate the User Definable field. User Definable fields are noted by a (UDEF) after the field name you created.
   
3. Select Maps from “Traverse Field” and then select the field to map to.