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Presentation transcript:

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 1 Most carriers utilize spreadsheets to maintain their rates and many distribute to customers in spreadsheet form. Hence WISL has taken advantage of this reality to facilitate the process of getting carrier rates into internal FAIS format. The FAIS Shipping Interface module provides for importing of rates from a spreadsheet. Left Click to Continue FAIS Rates Import

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 2 Left Click to Continue A carrier provided spreadsheet always includes the rates in a logical format for ease of visual understanding. However a computer program requires even more rigourous formatting to facilitate automatic processing. Hence WISL has specified a detailed format that is necessary for input to the automated import process. The facilities of the spreadsheet processor(often Excel) may be utilized to re-format the carrier spreadsheet. FAIS Rates Import Tutorial

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 3 Left Click to Continue Using only the commonly used features of Excel the carrier spreadsheet has been converted into the format required for the import program with all non-rates data removed. The spreadsheet is then saved as a tab delimited file. FAIS Rates Import Tutorial

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 4 Left Click to Continue FAIS Rates Import Tutorial The supplementary menu includes the conversion facility as well as other system house-keeping utilities.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 5 Left Click to Continue FAIS Rates Import Tutorial Menu action 11 is selected.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 6 Left Click to Continue FAIS Rates Import Tutorial “A” for addition of a quote is specified.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 7 Left Click to Continue FAIS Rates Import Tutorial The effective date and expiry date if any must then be specified.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 8 Left Click to Continue FAIS Rates Import Tutorial Confirmation that the quote is to be added is specified.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 9 Left Click to Continue FAIS Rates Import Tutorial The Miscellaneous Data screen is presented to prompt for additional biographic data on the quote. In this case the Multiple O&D(Origins & Destinations) indicator is set to “Y” and the point reference indicator is set to “B”.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 10 Left Click to Continue FAIS Rates Import Tutorial The file name of the tab delimited text file created from the converted carrier spreadsheet is entered here.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 11 Left Click to Continue FAIS Rates Import Tutorial Quotes with incremental rates(usually courier) are handled differently by the conversion routine. This example is an LTL quote so “N” is the response.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 12 Left Click to Continue FAIS Rates Import Tutorial The quote type must be specified. In this case the default(Per hundred weight) is accepted.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 13 Left Click to Continue FAIS Rates Import Tutorial The number of the quote and the numbers of the generated sections are displayed upon completion of the conversion.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 14 Left Click to Continue FAIS Rates Import Tutorial The number of the quote and the numbers of the generated sections are displayed upon completion of the conversion.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 15 Left Click to Continue FAIS Rates Import Tutorial In the comments section of each generated section is a list of points that could not be automatically converted. This is usually a result of differences in spelling by the carrier and the spelling of the point in the FAIS data base.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 16 Left Click to Continue FAIS Rates Import Tutorial The maintain string conversions menu action is selected to establish a conversion relationship between the imported spelling of a point and the FAIS spelling.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 17 Left Click to Continue FAIS Rates Import Tutorial The string conversion facility is utilized for several fields imported to the FAIS data base so the field name is prompted.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 18 Left Click to Continue FAIS Rates Import Tutorial In this case “CITY” is the selected field name.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 19 Left Click to Continue FAIS Rates Import Tutorial The routine verifies that the “Translated Value” is on the FAIS city data base.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 20 Left Click to Continue FAIS Rates Import Tutorial When all of the discrepancies in city points have been resolved the previously converted quote is deleted and the spreadsheet file is re-converted with the string conversions automatically replacing the carrier’s spellings.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 21 Left Click to Continue FAIS Rates Import Tutorial Before re-importing the rate quote the previously imported quote is deleted by invoking the “DRQ” menu action.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 22 Left Click to Continue FAIS Rates Import Tutorial Entering “Y” to the verification prompt results in the deletion of the previously imported rate quote..

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 23 Left Click to Continue FAIS Rates Import Tutorial The report of unresolved city points no longer contains those that were modified by string conversion.

||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||| WISL |||||||||||| 24 The End For Further Information, contact Waterloo Information Systems Limited 33 Dupont Street East Waterloo Ontario N2J 2G8 (519) Left Click to Exit To Restart the Demo, type “1”, or Double-click and Hold for 2 Seconds