Lexmark Labelmaster User Manual

User’s Guide

Version 3.0

MASTERFORM by

Labelmaster

for UPS Domestic Edition

User’s Guide

Version 3.0

Published by Labelmaster Software

400 East Pine Street, Suite 210

Seattle, WA 98122

Toll free: 1-800-578-4955

Local: 1-206-256-0889

Fax: 1-206-443-0529

http://www.labelmaster.com/masterform

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The electronic publication “MASTERFORM” is subject to the terms and conditions of the License Agreement for Labelmaster Software, an American Labelmark Company, products. It is sold with the understanding that the publisher is not engaged in rendering legal, accounting, or other professional services.

Contents

It is the user’s responsibility to determine the applicability of the regulatory information included with this program and to comply with all legal requirements, regulations, laws, and codes. The user should seek the services of a professional person for any needed assistance.

UPSTM is a registered trademark of United Parcel Service. UPS OnLine® WorldShip® is a registered trademark of

United Parcel Service. REG-TrieveTM is a registered trademark of American

Labelmark Company. MASTERFORM by LabelmasterTM is a registered trademark

of American Labelmark Company. WindowsTM is a registered trademark of Microsoft

Corporation. PentiumTM is a registered trademark of Intel Corporation. LexmarkTM is a registered trademark of Lexmark

International. OkidataTM is a registered trademark of Oki America, Inc.

MASTERFORM User’s Guide

Author: Rachel Jackman

Editor: Linda Gwilym

Second Edition, June 2002

Installation and Setup ............. 11

Introduction to MASTERFORM .........................13

Installing MASTERFORM for UPS

Domestic Edition ...........................................14

Download New UPS Chemical Table feature ...15

Professional and Military Edition Suites........15

Installing 49 CFR regulations and

TSI Hazmat Training ......................................16

Structure of MASTERFORM .............................17

Domestic or International?..............................17

What’s my name & password? .........................17

Where to install MASTERFORM ........................18

New shipping paper design for laser printers .....19

Where to get forms .......................................19

Sending your MASTERFORM shipments to

UPS OnLine® WorldShip ® ...............................20

Step 1: Install the software ......................21

Step 2: Set up the DSN connection ............21

Step 3: Send hazmat shipping paper data

to WorldShip® .........................................26

Step 4: Specify a hazmat package

in WorldShip® ..........................................26

American Labelmark Company

5 4

Support and Resources ............ 29

Technical Support and Contact Information ......31

Chemical table resources ...............................34

Managing Templates and Addresses .................36

Turning off the Labels Required field warning.....60

Pre-printing forms for future use .....................61

Features and Options .............. 63

Writing notes inside MASTERFORM...................65

Getting Started Using

MASTERFORM......................... 39

MASTERFORM Setup ......................................41

Setup Accounts .......................................41

Configure Reports ....................................42

Choose Options .......................................42

Shipping under multiple accounts ....................44

Security: Defining user names and passwords ...47

How log book numbers work ...........................49

Making, naming, and saving templates .............51

What is a template? .................................52

When should I use templates? ...................52

What should I name my template?.............52

How do I reenter a saved template? ..........53

How do I delete a template? .....................53

Working with templates ..................................54

Deleting templates ........................................56

Editing the proper shipping name (PSN)............57

Entering addresses in the Address Book ...........67

Import Excel or Access address data to

the Address Book ..........................................69

Step 1: Prepare your data ........................69

Step 2: Import your data into the

upsAddress table .....................................70

Exporting addresses from the Address Book ......75

Setting default field values.............................78

Saving multiple field values.............................79

Viewing the regulations ..................................80

The Form-Fill Wizard

Step by Step .......................... 83

Screen 1: Shipment Template .........................85

Screen 2: Shipper Information ........................86

Screen 3: Shipment Information ......................86

Screen 4: Proper Shipping Name .....................87

Using an Exemption Packaging number .............58

Confirming the labels required for

your package ...............................................59

Screen 5: The Chemical Table .........................89

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Screen 6: Ground or Air Shipment....................90

Specify Labels Required, Exemption

Packaging Numbers, and Subsidiary Risk .....90

Quantity and Unit of Measure Limitations....90

Add up to three materials .........................91

Screen 7: Print Preview .................................91

Screen 8: Print and Save Shipment Template....93

Printing the Shipper’s

Certification ......................... 115

Printing the certification............................... 117

Saving shipments to the certification.............118

Removing mistakes or duplicates ...................119

Purge old certification records ...................... 120

Printing the Hazardous

Materials Shipping Paper ......... 95

General Printing Overview...............................97

Installing a printer .........................................98

Creating a custom paper size (tractor) ............99

Changing the printer driver ...........................103

Changing the Emulation Mode on the printer

(tractor) ............................................... 105

Setting the Margins ..................................... 107

If you are using the tractor form ............ 107

If you are using the laser form ................ 107

If your information prints too high ........... 107

If your information prints too low ............107

If your information prints too far

to the left…........................................... 107

If your information prints too far

to the right ...........................................108

Moving fields on the form: the Nudge tool ...... 109

Increase or decrease the size of printed text.. 112

Troubleshooting.................... 121

Troubleshooting Overview ............................ 123

Account number not in the

drop-down list ....................................... 124

Printing gibberish or symbols ...................125

Custom paper size not in paper size list....126

Printer feeds forms up too far ................. 127

Shipper’s Certification prints on 2 pages ...127

Printer prints blank pages ....................... 128

Laser forms are not lining up properly ......129

Log book numbers are repeating.............. 130

Text you entered isn’t an item on the list .. 131

Can’t edit the PSN .................................. 131

In WorldShip®, HAZMAT/DG is grayed out..132

In WorldShip®, HAZMAT/DG is blank..........133

Unexpected error occured in subsystem... 134

Run Time Error 9 in Configure Reports......136

Do you want to convert or enable

the database? ....................................... 137

You do not have a license with MS Access .. 138 While printing a long Certification,

some pages come out garbled ................ 139

Uninstalling MASTERFORM ............................ 140

License Agreement ...................................... 142

Add or remove lines from the printed form ...... 113

Index......................................................... 149

9 8

Installation and Setup

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Introduction to MASTERFORM

MASTERFORM for UPS is a “smart” form-filling wizard created to help you ship hazardous materials (hazmat) with United Parcel Service (UPS). It prints two forms: the UPS Hazardous Materials Shipping Paper (on laser or tractor printer) and the Shipper’s Certification end-of-day log.

It also saves your shipment information as templates that you can use again and again. MASTERFORM uses a chemical table provided by UPS and will not allow you to ship outside of UPS restrictions. This helps ensure that you always ship safely within UPS and DOT hazmat guidelines.

The UPS chemical table is based on the HM 215-D table published in the Code of Federal Regulations Title 49 Department of Transportation.

General features:

• Saves shipment information as reusable templates

• Automatically generates the end-of-day log

• Optional password protection controls access to shipment information

• Tracks hazmat training schedules of shippers to help ensure compliance

• Tracks shipments under multiple UPS account numbers

• Prevents errors by checking shipments against UPS limitations

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• Provides chemical table data directly from UPS, updated throughout the length of your license

• Make printing easier by allowing the movement of individual fields in any direction

• Allows proper shipping name edits for flexibility and accuracy

• Reminds shippers to check the Labels Required field to prevent returned packages

Installing MASTERFORM for

Figure 1: Click UPS Domestic on the QuickStart menu to begin the installation.

UPS Domestic Edition

1. To begin installation of MASTERFORM for UPS, place the CD in your CD-ROM drive. The main QuickStart menu will appear.

2. Click Install MASTERFORM Formpacks. (To launch the QuickStart menu manually, doubleclick Setup.exe in the root of the CD.)

3. Click the UPS Domestic button under Install a MASTERFORM Formpack (see Figure 1). The MASTERFORM Installation Wizard will launch.

4. Follow the instructions on your screen and enter your serial number when prompted. (If

you are installing a demo version, type the word “Demo” as your serial number. Note: The demo version will not allow you to print.)

5. Let the Installation Wizard copy all necessary files, then click Finish when prompted.

Download New UPS Chemical Table feature

If you already have a previous version of MASTERFORM for UPS installed, you can click Download New UPS Chemical Table on the main installation menu to install only the updated chemical table (this will NOT install the full MASTERFORM program). This step is not necessary if you are installing a new or updated version of MASTERFORM for UPS. However, as UPS will require WorldShip-compatible software effective January 6, 2003, we recommend that you update now to MASTERFORM 3.0 to comply rather than waiting for the deadline.

Professional and Military Edition Suites If you are installing either the Professional or

Military Edition Suite, you will still have to install

MASTERFORM for UPS separately. Follow the instructions in Installing MASTERFORM for UPS Domestic Edition.

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Installing 49 CFR regulations and TSI Hazmat Training

You have the option of installing a free hazmat training program from the Transportation Safety Institute (TSI). The Q&A format links to the relevant text of 49 CFR so you can immediately check your answers against the regulations.

To install this program, return to the QuickStart menu and click Install Regulations and HAZMAT Training. Use the same serial number you used to install MASTERFORM.

When the installation is complete, open the training program by clicking Start > Programs > Masterform Regulations > TSI Hazmat Training.

Structure of MASTERFORM

Step 1. Enter Setup Information Step 2. Complete a Shipping Paper

Screen 1: Shipment Template Screen 2: Shipper Information Screen 3: Shipment Information Screen 4: Proper Shipping Name Screen 5: The Chemical Table Screen 6: Ground or Air Shipment Screen 7: Print Preview Screen 8: Print/Save Shipment Template

Step 3. Print the Shipping Paper Step 4. Print the Shipper’s Certification

Domestic or International?

The program previously known as MASTERFORM

for UPS is now called MASTERFORM for UPS Domestic Edition. The name change is to distinguish this program from the International Edition that fills out the Shipper’s Declaration for

Dangerous Goods form for international air shipments. Call Labelmaster for more info.

Figure 2: The TSI Hazmat Training program links directly to the text of 49 CFR so you can check your answers.

What’s my name & password?

When you first attempt to use MASTERFORM after installing, you will be asked for a name and password. The default name and password is “ADMIN.” Type ADMIN in both the name and password fields, then click Next to continue.

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If you want to add your own personalized name and password, press the TAB key at this point instead of clicking Next. This will open the password list. See Security: Defining user names and passwords for more information.

NOTE: In MASTERFORM v3.0.2 and later, the Security Authorization Screen is turned off by default when you intially install.

If you wish to activate the authorization screen for security purposes, enter Setup from the main window and uncheck the box for Bypass Authorization Screen. Click Done to exit and save your settings. Enabling the authorization screen will prompt the user for a name and password when using MASTERFORM.

Warning! When the authorization screen is disabled, all users will have full access to your shipment information.

Where to install MASTERFORM

During installation, you will be asked to confirm the installation directory. The default directory is C:\MF_UPS. The installation wizard will create a folder named MF_UPS and put all MASTERFORM program files in it.

You can change this, if necessary, by clicking the Browse button that appears on the directory confirmation screen. You may need to install to a different drive that has more available disk space, for example. Unless you need to change the installation location for some reason, it is recommended that you install to the default, C:\MF_UPS.

New shipping paper design for laser printers

United Parcel Service has released a new form design for the hazmat shipping paper. The new design fits all eight required copies of the form on a single sheet of standard letter size (8 inch) paper, and prints on a laser printer (inkjet and bubble jet printers are NOT recommend).

Using the new laser form is optional, so MASTERFORM lets you choose a design at the beginning of the template wizard. Choose Laser if you’re using the new form; choose Tractor if you’re using the original 8-part carbon form.

Labelmaster does not print or distribute any United Parcel Service forms.

1/2

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Where to get forms

MASTERFORM for UPS prints on United Parcel Service Hazardous Materials Shipping Paper tractor form #02111408 4/98 W and laser form #02111412 02/02 W. UPS provides these forms to contracted hazardous materials shippers. Labelmaster does not design, create or distribute these forms.

For more information, contact the United Parcel Service Hazardous Materials Support Center at 1-800-554-9964 or consult the UPS Guide for Shipping Ground and Air Hazardous Materials. More information is available online at:

http://www.ups.com/using/services/accs/hzm-guide.html

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Sending your MASTERFORM shipments to UPS OnLine WorldShip

MASTERFORM for UPS is now integrated with United Parcel Service’s WorldShip® software so that you can instantly send your hazmat shipping paper data directly to WorldShip®. You must have MASTERFORM and WorldShip® installed on the same computer, and you must make sure your System DSN connection is set up properly.

Main integration steps:

1. Install both UPS WorldShip for UPS (version 3.0 or later).

2. Ensure your System DSN connection is set up properly.

3. Create and print hazmat shipping papers with MASTERFORM for UPS.

4. Indicate hazmat shipments in WorldShip® on the Options tab of the Shipping screen.

Every time you print a hazmat shipping paper, MASTERFORM automatically sends all the information about your hazardous materials directly to WorldShip®. You don’t have to do anything differently.

and MASTERFORM

Purging WorldShip® hazmat entries will not affect your templates or certification records in MASTERFORM.

Step 1: Install the software

You must install MASTERFORM for UPS (v3.0 or later) before installing UPS WorldShip®. This manual explains how to install MASTERFORM for UPS, but you will need to contact United Parcel Service for help installing the WorldShip® program. Labelmaster cannot distribute or provide technical support for the WorldShip® program.

Step 2: Set up the System DSN connection

The MASTERFORM installation will attempt to set up the DSN connection automatically. After installing MASTERFORM for UPS, you will see a new checkbox option named HAZMAT/DG in the Options tab of WorldShip® (see Figure 10).

If this option is disabled (grayed out), or if you get an error message when you try to select it, you may need to set up your System DSN connection manually.

The only difference you will see is that each day when you open MASTERFORM to begin shipping, the program will ask if you want to purge the records you sent to WorldShip® the day before. If you are finished processing your hazmat shipments through WorldShip®, you can go ahead and purge the records.

To manually set up the System DSN connection:

1. Click Start > Settings > Control Panel to open your computer’s Control Panel.

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2. In the Control Panel window, double-click Data Sources (ODBC) as shown in Figure 4. (In Windows 2000 and XP this can be found one level deeper in a folder called Administrative Tools.)

Figure 5: Click Add to create a new data source for HAZMAT.

Figure 4: Double-click Data Sources (ODBC) inside the Control Panel.

This will open the ODBC Data Source Administrator. Inside the ODBC Data Source Administrator, click the System DSN tab (see Figure 5).

3. Click Add... as shown in Figure 5.

4. In the Create New Data Source window, highlight Microsoft Access Driver (*.mdb) and click Finish as shown in Figure 6.

Figure 6: Highlight Microsoft Access Driver and click Finish.

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5. In the ODBC Microsoft Access Setup, type HAZMAT as the Data Source Name. This must be in all capital letters, exactly as shown here. You can enter a description if you like, such as “My UPS WorldShip Connection.” (See Figure 7.)

6. Under Database, click Select to specify which database will be the data source.

Browse to your C:\ drive to find the UPSExport folder. Inside the UPSExport folder you will find the file ExportWS.mdb. This file is your data source and it is installed by MASTERFORM. (See Figure 8.)

Figure 8: Find the ExportWS.mdb file, highlight it by clicking once, then click OK.

7. After you select the ExportWS.mdb file and click OK, you should now see “HAZMAT” listed on the System DSN tab of the ODBC Data Source Administrator. You can now click OK as shown in Figure 9 to exit. Your DSN connection is ready to go.

Figure 7: Enter HAZMAT as the Data Source Name, then click Select to specify a database source file.

Figure 9: Confirm that HAZMAT is now listed, then click OK.

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Step 3: Send hazmat shipping paper data to WorldShip

In Step 2 you established a connection between MASTERFORM and WorldShip®. WorldShip® is now ready to receive your MASTERFORM for UPS hazmat shipping paper data. Every time you print a shipping paper in MASTERFORM, the material information is sent automatically to WorldShip®.

Step 4: Specify a hazmat package in WorldShip

After completing shipping papers and sending your shipment data to WorldShip® simply by printing, open WorldShip® and click the Options tab on the Shipping screen.

To specify a hazmat package in WorldShip®:

1. On the Options tab, select the HAZMAT/DG check box.

2. Click the drop-down arrow on the box directly underneath HAZMAT/DG Reference 1 to choose from a list of your shipped materials. (See Figure 10.)

You can put up to three materials on a shipment. When you select your first material from the list, WorldShip® will show you the material details for you to confirm.

Figure 10: Select one of your shipped materials from the drop-down list.

After confirming the first material, you can select two more materials from the drop-down boxes underneath HAZMAT/DG Reference 2 and HAZMAT/DG Reference 3.

To return to the detailed HAZMAT/DG Record of any material, click the Details button found next to each drop-down box.

Deleting HAZMAT/DG records:

When you next open MASTERFORM, you will see a message asking if you would like to purge the hazmat entries you sent to WorldShip® the day before. If you are finished processing those shipments, you can purge them from WorldShip

by chosing Yes when this message appears.

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Support and Resources

29 28

Technical Support and Contact Information

This manual contains a chapter called Troubleshooting that may have the answer to your question. Review the topics under Troubleshooting and our support web site for quick answers. If you need to call or e-mail Labelmaster Technical Support, please be prepared to reference the product name and version number you are using. The version number can be found on the main MASTERFORM menu when you first open the program.

By Phone

You can call toll-free: 1-888-SERVIN-U (1-888-737-8468) or 1-800-578-4955 between 8 am and 5 pm Pacific Time if you need immediate help.

Via E-mail

You can e-mail questions or comments to techsupport@labelmaster.com. We make every effort to respond immediately, or at least within one business day.

Online Info

FAQs, tech support bulletins, notices, fixes, downloads, and other helpful information are always available at:

http://www.labelmaster.com/techsupport http://www.labelmaster.com/masterform

Online MASTERFORM Demo

http://www.labelmaster.com/masterform/ups/files/ MasteForm.ppt

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Other Contacts:

Lexmark printer support: http://www.lexmark.com or 1-800-LEXMARK

Okidata printer support: http://www.okidata.com or 1-800-OKIDATA

UPS hazmat hotline: 1-800-554-9964 UPS OnLine WorldShip help: 1-888-553-1118 UPS hazmat guidelines: http://www.ups.com/

using/services/accs/hzm-guide.html MASTERFORM home page:

http://www.labelmaster.com/masterform Office of Hazardous Materials Safety:

http://www.text-trieve.com/dotrspa ...or... http://hazmat.dot.gov

DOT Contact:

U.S. Department of Transportation Research and Special Programs Administration Office of Hazardous Materials Initiatives and Training (DHM-50) Washington, DC 20590-0001 http://www.rspa.dot.gov

1-800-HMR-4922 (1-800-467-4922) or 202-366-4488

Labelmaster Software

400 East Pine Street, Suite 210 Seattle, WA 98122 1-800-578-4955 http://www.labelmaster.com/software

Labelmaster

5724 North Pulaski Road Chicago, IL 60646 1-800-621-5808 http://www.labelmaster.com

Hardware Recommendations

Windows 95, 98, NT, 2000, ME (32MB), XP. Minimum 486 processor, Pentium processor recommended. CD-ROM drive required. 64MB hard disk space Color monitor VGA or better (256 colors recommended)

MASTERFORM is published by Labelmaster Software. Labelmaster personnel cannot provide regulatory or legal advice. Please consult the Code of Federal Regulations Title 49 and the UPS Guide for Shipping Ground and Air Hazardous Materials for more detailed information whenever you ship hazardous materials.

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Chemical table resources

If you have a problem with the chemical table data in MASTERFORM, we will make every effort to correct the issue and send you a new table immediately.

MASTERFORM for UPS uses chemical table data supplied by United Parcel Service. The table in your MASTERFORM should match whatever table was most recently published by UPS; however, there may be occasions where UPS publishes changes immediately after a MASTERFORM update, rendering the software inaccurate. You can find the latest UPS table online at:

http://www.ups.com/using/services/accs/hazmat/ table_downloads.html

Sometimes discrepancies occur because we must reformat the table for use within a software application. You might therefore see inaccurate data or experience incorrect restrictions while using MASTERFORM. If this happens, call 1-800-578-4955 for assistance.

Labelmaster Software is committed to helping you ship hazmat safely. In most instances, we can make chemical table changes on the fly and send you a corrected table the same day. In these cases, you will be able to continue shipping after copying a single file into your MASTERFORM program directory.

Remember:

• We cannot alter any data in a way that would violate UPS or 49 CFR rules.

• Make sure you select the entry with the correct packing group from the table. There is an entry for each packing group and, in many cases, an entry for each variation on the proper shipping name.

• You can edit the Proper Shipping Name (at your own risk) by selecting the Allow Proper Shipping Name Edits option in Setup.

• You can put additional information in the Technical Name or Other Required Information fields.

• The Labels Required field is editable. You can add or delete information as necessary. If no labels are required, make sure this field reads “None.”

• You can enable the Exemption Packaging field by selecting the Exemption Packaging option in Setup. This way you can use an exemption number on your shipping paper even when the UPS table says that an exemption is not required (and the field is grayed out).

• You can override quantity limitations and modify units of measure on Ground shipments. You will see a warning message if the quantity you enter exceeds what is listed in the table, but you will be allowed to continue. To modify the unit of measure (UOM), select an existing UOM from the list, then type over it.

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Managing Templates and Addresses

To keep your template and address book data safe through repeated updates, you should familiarize yourself with the databases that store this information. Template and address databases are found inside your MASTERFORM installation directory.

You must know where MASTERFORM is installed if you want to work with these databases. If you aren’t sure, search your computer for the file name “masterform.mdb.” The location of this file should be your installation directory.

You will not be able to open your template database directly; security has been applied to avoid renaming or modification errors. You can, however, e-mail the file to Labelmaster Technical Support for help. For example, you may find the database has become corrupted and needs to be repaired.

Save the correct file to a floppy disk, writable CD-ROM, network drive, or even just to your desktop. After your reinstallation (or new installation on a new computer), copy the database into the new installation directory.

With MASTERFORM for UPS Domestic Edition, your templates are stored in the file named masterform.mdb. Search your computer for this file name, or browse to the default installation directory, C:\MF_UPS.

Addresses

With MASTERFORM for UPS Domestic Edition, your addresses are stored in the file named UPSAddress.mdb. Search your computer for this file name, or browse to the installation directory (default is C:\MF_UPS). If you have Microsoft Access, you can import or export from the address database. See Import Excel or Access

address data to the Address Book and Exporting addresses from the Address Book for more

information.

Templates

If you are simply installing an update CD over an existing program, MASTERFORM will detect your templates and ask if you want to save them. Just say Yes if you do. However, uninstalling or deleting the installation folder will permanently delete your templates as well. You must save the appropriate database outside of the installation directory in order to keep templates safe during a reinstall or to move them to a new computer.

File Extensions

If you are looking for these databases and can’t see the file extension “.mdb”, you do not have your view of file extensions turned on. This is simply a Windows option. To turn on your view of file extensions, simply open My Computer and choose Folder Options from the View menu. Click the View tab and make sure the for Hide file extensions for known file types check box is not selected.

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Getting Started Using

MASTERFORM

39 38

MASTERFORM Setup

MASTERFORM needs to know your UPS account number, log book number, and option preferences before you begin shipping. Click the Setup icon on the MASTERFORM main menu to set up this information. Figure 11 shows the Setup screen.

Figure 11: Inside Setup you can enter UPS account information, choose options, and configure reports.

SETUP ACCOUNTS

1. In the Account column, enter your UPS account number. MASTERFORM can save shipment information for multiple account numbers; simply enter all the account numbers you use in Setup and then select the appropriate number for each shipment from the account number drop-down list when you’re filling out the shipping paper.

41 40

2) In the Log # column, enter your UPS log book number. Each UPS account number must have a unique corresponding log book number. These numbers are assigned to you by Labelmaster Software. If you need a number, call 1-800-578-4955.

3) The Sequence # column can be left alone. See How log book numbers work.

CONFIGURE REPORTS

Click the document buttons to specify a printer and paper size for each. Be sure to click the Recommend button for each. This will default to the settings recommended by Labelmaster. See General Printing Overview for more instructions.

Save template by default

We recommend that you always leave this option enabled (checked). This option selects the Save as Template check box in the last screen of the form-fill wizard. When checked, it protects you from accidentally exiting MASTERFORM without saving your shipment as a template by prompting you for a template name.

Allow Proper Shipping Name edits

This option should be used with caution. When selected, it allows you to change a material’s proper shipping name. You then run the risk of making a mistake and violating UPS or DOT regulations. Please use with caution!

CHOOSE OPTIONS Bypass Authorization Screen

This option controls access to the name and password screen. If security is not an issue for you, choose this option to avoid having to enter a name and password each time you use MASTERFORM. This option is checked by default in MASTERFORM v3.0.2 or later.

Package Label Warning

This option controls the warning message the appears whenever you leave the Ground/Air Shipment screen (where mass/capacity and labels required are entered). When this option is selected, the warning will appear to remind you to double-check the Labels Required field.

This option will be enabled by default when you install MASTERFORM. If you want to turn the warning message off, deselect (uncheck) the Package Label Warning check box.

Exemption Packaging

This option allows you to enable the Exemption Packaging field found on the Ground/Air Shipment screen where your mass/capacity is entered. If the field is grayed out, it is because no exemption number is required by UPS. If you select this option, it allows you to override the UPS table information and enter an exemption number anyway.

Also included in Masterform v3.0.1 or earlier: Print Ahead Mode

When selected, this option allows you to leave certain fields blank so that you can fill them in later by hand.

NOTE: As of January 6, 2003, this option can no longer be used. See p. 61 for more information.

REMEMBER! Always click Done when you leave Setup to ensure your changes are saved.

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Shipping under multiple accounts

MASTERFORM can organize shipping papers and certifications under multiple UPS accounts. Enter all the UPS account numbers you use, with their corresponding log numbers, into Setup.

The Setup list of account numbers ties Shipping Papers to Certifications so that you can ship under multiple accounts. The sequence number increments automatically, so you can leave it as zero to begin with.

See Figure 11 on page 41 for an example of how multiple account numbers are entered into Setup.

When you enter an account number in Setup, it becomes available in the UPS Account Number drop-down list. When creating your shipping paper, the Shipper Information screen will require you to select an account number from this drop-down list as shown in Figure 12.

Figure 12: Select the account number for this shipping paper and certification.

When you go to print your certification, you will need to specify the account number again so that MASTERFORM knows which set of shipping papers to pull information from. (See Figure 13.)

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Figure 13: When you’re ready to print the shipper’s certification, specify the appropriate account number in the Review Packages screen.

Security: Defining user names and passwords

MASTERFORM can store an unlimited number of user names and their corresponding passwords. Password protection helps keep unauthorized personnel from using MASTERFORM to ship hazmat.

To add users to the list:

1. Make sure that you do not have the Bypass Authorization Screen option selected in Setup.

You must be able to view the Authorization screen.

2. On the main opening menu of MASTERFORM, Click the first or third icon to view the Authorization screen.

3. Type ADMIN in both the name and password fields.

4. Press the TAB key on your keyboard (do not click Next). Pressing the TAB key will open up the list of user names and passwords. Do not type over the ADMIN or USER example log-ins. (See Figure 14.)

5. Put your cursor in the first blank line under Name and type the new user name there. Press the TAB key again to move your cursor over to the Password field, then type in the password that will be associated with that Name.

47 46

6. Select the check box under Supervisor if you want this user to have access to this Name and Password list.

Anyone with Supervisor status will be able to enter this list by pressing the TAB key. Those without Supervisor status will be forced into the next screen and will not be allowed to view the Name and Password list.

Figure 14: Enter names and passwords of users in the Authorization screen.

How log book numbers work

The log book number is the number by which UPS organizes your shipping bill. This number, along with the Sequence number, appears only on the Shipper’s Certification. For example, if your log book number is 123456 and your sequence number is 05, the first print of this certification will have 12345605-0 in the top left corner.

Each UPS account number must have a unique corresponding log book number. Log book numbers are assigned by your software provider. If you need a number, call Labelmaster Software at 1-800-578-4955.

If you are shipping under multiple UPS account numbers, you must have a different log book number for each account number. When you are setting up MASTERFORM for the first time, enter your UPS account numbers and log numbers, but leave the sequence number field at zero (0). The sequence number will increment automatically for each day that you print a certification. The sequence number can be manually adjusted in Setup if necessary.

Why are my log book numbers repeating?

An electronic log book is 50 “pages” long, as counted by the sequence number. Every MASTERFORM for UPS customer receives two electronic log books for a total of 100 sequential pages. When your log book reaches a sequence of 100, the sequence number will reset itself back to one (1).

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