Process Shipments Automatically

Use this method of batch processing to automatically process a group of marked imported shipments immediately following a batch import or when the imported shipments appear in the Shipment History window.

Notes:

Prerequisite: Create an import map. See Use the Connection Assistant.
If Future Date Processing is on, UPS WorldShip may change the Saturday Collection shipment option for some shipments during batch processing to show the availability of this option for the active collection date (on the title bar). All processed shipments appear under the active collection date in the Shipment History window.
For a list of the minimum required fields for automatic batch processing, see Automatic Batch Processing Minimum Required Fields.

To process shipments immediately after a batch import:

On the Import-Export tab, select Batch Import. The Batch Import Data window appears.
Select the map name with a Shipment map type.
Click the down arrow in the Shipper Number box and select a shipper number.

Note: If a shipper number is already mapped in the map selected in step 2, the Shipper Number box and the Delete Existing Records Before Import check box are inactive.

Click the down arrow in the Default Unique Shipment Identifier box and select the appropriate Unique Shipment Identifier (USI) and target ready date.

Note: This box is shown only for Trade Direct shippers.

Select the Process Shipments Automatically After Import check box.

Note: This check box is shown only for Trade Direct shippers.

Select the Fail Shipments when Duties and Taxes are not Available check box to indicate that shipments should not be processed when duties and taxes are not available.
Select the Process Shipments when Upload My Forms is not Successful check box to indicate if you want UPS WorldShip to process imported shipments whose user-created forms cannot be uploaded for any reason.

Tip: This check box appears only if you have a contract to upload forms.
Click the Next button. If you are importing international packages and have not yet accepted the Terms and Conditions, a message appears. If you are not importing international packages or you have accepted the Terms and Conditions, skip to step 7.
Click the Yes button. The Terms and Conditions window appears.
Review the Terms and Conditions and click the Accept button. The Import/Export Preview window appears.
Review the Import/Export Preview window to determine the number of shipments that are being processed and click the Next button. The Automatic Processing Progress window appears.

Note: The Fail Shipments when Duties and Taxes are not Available and the Process Shipments when Upload My Forms is not Successful check boxes may be selected and not available based on your entry in the Batch Import Data window (see steps 6 and 7).
Review the Automatic Processing Progress window to determine the number of shipments that have been successful, have failed or have been skipped. A shipment remains under Imported Shipments and is skipped if:

You do not accept the Terms and Conditions agreement.
The shipment contains a Customer ID associated with an address different from the one in the address book.

When you are finished:

Click the View Log button to review information on any failed shipments and then click the Close button.

Tip: Click the Stop button and then the View Log button at any time during processing (click the Process button to resume), or click the View Log button after processing is complete.
Click the Close button to close the Automatic Processing Progress window.

If any shipments remain under In-Error in the Shipment History window, process these shipments manually. See Process Shipments Manually.

To process shipments under Imported Shipments or Deferred Shipments in the Shipment History window:

Under Imported or Deferred Shipments, select each shipment to process automatically and press the F4 key to mark the shipment. The $image\FileIcon.gif$ , $image\ShipperIcon.gif$ , and $image\ShipIcon.gif$ icons change to $image\MarkkFile.gif$ , $image\MarkShipper.gif$ , and $image\MarkShip.gif$ , respectively.
On the Home tab, select Marked Activities and then Process Shipments Automatically. A confirmation message appears.
Click the OK button. The Automatic Processing Progress window appears.
Review the Automatic Processing Progress window to determine the number of shipments to be processed.
If you are importing international packages and have not yet accepted the Terms and Conditions, click the Review Terms and Conditions button. The Terms and Conditions window appears.
Select the Accept Terms and Conditions check box.

Tip: If you do not select this check box, the marked international shipments are processed and then listed as Skipped.
Click the Process button.
Review the Automatic Processing Progress window to determine how many imported shipments have been successful, have failed or have been skipped. A shipment remains under Imported Shipments and is skipped if:

You do not accept the Terms and Conditions agreement.
The shipment contains a Customer ID associated with an address that differs from the one in the address book.

Select the View Log button if any shipments have failed. When you are finished viewing the log, click the Close button.
If shipments remain under In-Error in the Shipment History window, process these shipments manually. See Process Shipments Manually.