Labelmaster Masterform 3.0 Скачать руководство пользователя

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User’s Guide

Version 3.0

Содержание Masterform 3.0

Страница 1: ...1 User s Guide Version 3 0 ...

Страница 2: ...Toll free 1 800 578 4955 Local 1 206 256 0889 Fax 1 206 443 0529 http www labelmaster com masterform MASTERFORM by LabelmasterTM for UPS Domestic Edition User s Guide Version 3 0 Published by Labelmaster Software Copyright 2002 American Labelmark Company ...

Страница 3: ...belmark 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 The electronic publication MASTERFORM is subject to the terms and ...

Страница 4: ...n 86 Screen 4 Proper Shipping Name 87 Screen 5 The Chemical Table 89 Support and Resources 29 Technical Support and Contact Information 31 Chemical table resources 34 Managing Templates and Addresses 36 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 Ho...

Страница 5: ...ense with MS Access 138 While printing a long Certification some pages come out garbled 139 Uninstalling MASTERFORM 140 License Agreement 142 Index 149 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 Templa...

Страница 6: ...11 10 Installation and Setup ...

Страница 7: ...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 pas...

Страница 8: ...d 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 If you are installing either the Professional or Military Edition Suite you will still have to install MASTERFORM for UPS separately Follow the ...

Страница 9: ...more info 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 ...

Страница 10: ...om using services accs hzm guide html 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 ne...

Страница 11: ... s Control Panel 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...

Страница 12: ...ce 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 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 cal...

Страница 13: ...e 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 Expo...

Страница 14: ... 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 WorldShi...

Страница 15: ...29 28 Support and Resources ...

Страница 16: ...ERFORM 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 d...

Страница 17: ... 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 Initiativ...

Страница 18: ... 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 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 you...

Страница 19: ...Click the View tab and make sure the for Hide file extensions for known file types check box is not selected 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 wher...

Страница 20: ...39 38 Getting Started Using MASTERFORM ...

Страница 21: ...p 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...

Страница 22: ...ore information REMEMBER Always click Done when you leave Setup to ensure your changes are saved 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 ...

Страница 23: ...nformation screen will require you to select an account number from this drop down list as shown in Figure 12 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...

Страница 24: ...irst 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 aga...

Страница 25: ...count 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 elect...

Страница 26: ...ers to reference 4 Click Done If any of the above four steps are not completed your template will not be saved If you click the Cancel button or the X in the top right corner of the window your template will not be saved You must give the template a name and click Done Every time you open MASTERFORM and begin filling in the screens you are essentially making a template You can save it only after a...

Страница 27: ... Then simply click the Delete Template button Deleting templates will not affect your collection of shipper s certification end of day logs You are not required to save a template however It is an option available if you would like to save your information for reuse later What is a template A template is a set of information needed to complete one form It is an electronic version of a shipping pap...

Страница 28: ...ed template by selecting the template name from the drop down list in the Shipment Template screen and clicking Next The first screen Shipment Template is where you begin a new form It is also where you can select a previously saved template for modification now If you are beginning a brand new shipment click Next while the Template name field is blank or reads None To enter a previously saved tem...

Страница 29: ...e Make sure you comply with all 49 CFR and United Parcel Service rules when editing a proper shipping name Note If you find you still cannot edit the PSN after selecting the Allow Proper Shipping Name Edits option try refreshing the Basic Description Details screen Just click Next then Back again to refresh the screen then try again See Troubleshooting Can t edit the PSN Deleting templates On the ...

Страница 30: ...s If your label descriptions are too long MASTERFORM will tell you that the field exceeds WorldShip limits You may need to abbreviate the label names in these cases Figure 16 You ll see this message every time you move out of the Air Ground Shipment screen Using an Exemption Packaging number The Exemption Packaging field is found on the Ground Air Shipment screen where your mass or capacity is ent...

Страница 31: ...rning When selected this option will disable the Shipper s Certification end of day log Shipments you complete in Print Ahead Mode will not appear on the certification you will have to manually complete a certification for them later Turning off the Labels Required field warning To prevent returned packages MASTERFORM reminds you to check the Labels Required field before leaving the Ground or Air ...

Страница 32: ...63 62 Features and Options ...

Страница 33: ...the top right corner Your text will be saved automatically MASTERFORM will place a checkmark next to the Note menu option to indicate that a note has been saved on that field To read a note 1 Place your cursor in the field to which to note pertains 2 Right click and choose Note from the pop up menu You ll notice that when a note is saved on a field the Note menu option has a checkmark next to it s...

Страница 34: ...hipment Information screens to open the address book To add a new address click Add and then enter the appropriate information in the fields Click OK to save your entry Then click Select to pull that entry into your template See Figure 19 Addresses you enter will be automatically alphabetized by company name You can search for a specific company name or browse through the addresses by clicking the...

Страница 35: ... the copy b On the copy of your address database table modify your data so that MASTERFORM can accept it rename your column headings to match those listed here exactly and delete any other columns MASTERFORM will only accept these columns For example an Excel sheet ready to be imported will be formatted as shown in Figure 20 c When your addresses are ready to be imported open the MASTERFORM databa...

Страница 36: ... then click Import This will bring you into the Access Import Wizard See Figure 23 Figure 21 Highlight the table named upsAddress before importing Figure 20 Format your address data into columns with these exact names Step 2 Import your data into the upsAddress table A table within the database named Exchange mdb controls the Address Book feature of MASTERFORM This database sits in your MASTERFORM...

Страница 37: ...s at all You will not be able to import column headings more than once so these instructions apply only to your first import d On the following screen select the option to put your data into an existing table and select upsAddress from the drop down list as shown in Figure 24 Figure 24 Import your data to the existing table named upsAddress Figure 22 Select Get External Data Import from the File m...

Страница 38: ...or 2000 2 Highlight the table upsAddress by clicking once 3 Choose Save As Export from the File menu Figure 25 Choose Save As Export from the File menu inside Microsoft Access e Click Next to continue f Confirm that the Import to Table field reads upsAddress then click Finish Access will pull your data into MASTERFORM for UPS Open MASTERFORM and make sure your address data is there If you encounte...

Страница 39: ...n you select Save As Export you will be asked how you want to save the table You could save a copy of your address data within Exchange mdb under another name but it s more likely that you ll want this information outside of Exchange In this case choose to save the table to an external file or database and click OK See Figure 26 Figure 26 Select how you want to save the table 5 Choose a location a...

Страница 40: ...ult field values You can set a default value for an individual field in the MASTERFORM wizard A default field value will automatically appear in the field even when you begin a brand new template For example if you want to prevent typos in the Emergency Telephone Number field you can enter the number once and save it as a default value Then everyone who uses the program will know exactly what numb...

Страница 41: ...reference from the list and wait for 49 CFR to launch You can also right click in the middle of any screen and choose Regulations from the right click pop up menu The regulation reference list will appear See Figure 29 Double click the reference you want from the list The electronic 49 CFR will launch Once inside the electronic 49 CFR you can browse the entire hazardous materials regulations and p...

Страница 42: ...83 82 The Form Fill Wizard Step by Step ...

Страница 43: ... reads None Then select which form design you plan to use for this shipment laser or tractor Now you can begin filling in your shipping paper If you want to use a previously saved template as a basis for this shipment choose that template name from the drop down list underneath None MASTERFORM does not come with any pre made templates You create the templates from your own shipping information Fig...

Страница 44: ...you and your company A field name in bold indicates that the field is required On this screen the Signature field is the only optional field The signature can be written in later by hand If your account number is not in the list cancel this template and enter your account number in Setup See MASTERFORM Setup for more information Screen 3 Shipment Information The Shipment Information screen is wher...

Страница 45: ... the list of ID numbers 5 Click the Lookup button and type the name Figure 33 Find the chemical you want by Basic Description or I D Number then click Select The Proper Shipping Name screen is where you can edit the PSN or add a technical name See Figure 32 You must have the Allow Proper Shipping Name Edits option selected in Setup before MASTERFORM will allow you to edit the PSN See MASTERFORM Se...

Страница 46: ...his book General Printing Overview Creating a custom paper size tractor only Screen 6 Ground or Air Shipment The Ground or Air Shipment screen is where you enter the mass capacity of the material you are shipping This screen is also where you can specify exemption packaging numbers and labels required Specify Labels Required Exemption Packaging Numbers and Subsidiary Risk You can edit the Labels R...

Страница 47: ...you type here will now appear in the drop down list underneath None back in the first screen Shipment Template Figure 36 Select the Save as Template check box name your template then click Done Changing the Emulation Mode on the printer tractor only Moving fields on the form Increasing decreasing point size of printed text Setting the margins Figure 34 Print Preview of the 8 part carbon shipping p...

Страница 48: ...95 94 Printing the Hazardous Materials Shipping Paper ...

Страница 49: ...he hazmat shipping paper it is recommended that you use two printers with MASTERFORM a dot matrix for the carbon form and a laser or inkjet printer for the Shipper s Certification If you use the new single sheet laser form a laser jet printer is recommend Inkjet and bubble jet printers are NOT recommended Labelmaster cannot support endorse or recommend any printer We have however used certain Lexm...

Страница 50: ...te a custom paper size manually through Page Setup The 4 67 length dimension is a best guess estimate You may need to go slightly shorter 4 5 or longer 5 0 to print correctly When you have created the custom paper size of 8 x 4 67 inches it is recommended that you change your printer driver to a model that can read custom paper sizes In some cases you may not be able to create a custom paper size ...

Страница 51: ...aper size not in paper size list To manually create a custom paper size Windows 95 98 1 When you are at the print preview image of your form and are ready to print choose Page Setup from the main File menu and then select the Page tab 2 Select the option Use Specific Printer 3 Click the Printer button then select the correct printer from the drop down list 4 Click the Properties button 5 Inside Pr...

Страница 52: ...in your print setup configuration and save you the trouble of changing the printer s settings for each document you print Suggested printer drivers Tractor Lexmark 2380 90x series use the Epson FX 850 Okidata 320 321x series use the Epson FX 86E Okidata 520 or 590 series use the Epson LQ 2550 Other drivers may work These are just suggestions to help you set up your printer Important This list is n...

Страница 53: ...er 1 Press ALT Setup at the same time to enter the setup menu The setup menu will print 2 Press the Micro down arrow button once The setup menu will print the Emulation op tions 3 Press the Font button once The setup menu will print the IBM Emulation option your printer Both http www lexmark com and To change to the Epson driver Go to Start Settings Printers or Settings Control Panel and double cl...

Страница 54: ... 25 These suggested margin settings were configured for HP Laser Jet 6P 6MP Standard laser printer drivers Other drivers may work this is just a suggestion to help you set up your printer 4 Press the Pitch button once The setup menu will print the Epson Emulation option 5 Press Start Stop repeatedly until the ALT light stops blinking You want to keep this menu setting with the Emulation set to Eps...

Страница 55: ...h increase the top margin by the amount it is away from the correct printing position If your information prints too low and the top margin is set to its minimum value then your printer s Top of Form TOF may not be correctly set Refer to your printer manual for help setting your top of form If your top margin is not at its minimum setting subtract the distance the information needs to move to prin...

Страница 56: ...ut using the official forms To use the Nudge tool 1 Click the New button and give a name to the settings you are about to create Then click OK If you want to save settings you must give them a name You cannot save over the default setting but you can save your own settings as your personal default 2 Move the blue highlight to the field you want to nudge by clicking the Next and Previous buttons Th...

Страница 57: ...plete the form fill wizard provide all required information and arrive at the Print Preview or Print and Save Shipment Template screen 2 If the Print Preview is not already loaded choose Print Preview from the File menu When the preview is loaded open the Nudge dialog by selecting Settings from the View menu 3 Click the New button and name the new settings you are about to create Click OK If you w...

Страница 58: ...115 114 Printing the Shipper s Certification ...

Страница 59: ...out first creating shipping papers After you print a shipping paper a message box asks if you want to save this shipment to the certification When you choose Yes MASTERFORM saves this shipment information according to the date and the UPS account number used To print a Shipper s Certification 1 Click the Shipper s Certification icon on the main MASTERFORM menu 2 Select the date of the certificatio...

Страница 60: ...t shipment will now read Yes Click Next to continue and print the certification Void Yes shipments will not appear on your printout Saving shipments to the certification MASTERFORM automatically compiles Shipper s Certification end of day logs based on the hazmat shipping papers you print each day This saves you the trouble of retyping or rewriting your daily shipment details for the log book Save...

Страница 61: ...e you keep printed copies of all your certifications for billing and record keeping purposes Once you purge these records they will be permanently deleted and you won t be able to get them back See Printing the certification if you need help reprinting your records before purging To purge old certification records 1 Select Purge Masterform Data from the View menu 2 From the list of dates select th...

Страница 62: ...Help menu to see your version number Have this number handy when you call Technical Support How did you install MASTERFORM From a CD ROM If so which one By downloading it from the Labelmaster web site If so when did you perform the download What changed Have you installed or uninstalled anything lately Has someone else been working on your computer Got a new printer Technical Support will need to ...

Страница 63: ...t Symptom When you go to print out the certification end of day log no account numbers appear in the drop down list Cause This problem occurs in the Review Packages screen of the shipper s certification wizard If there are no account numbers in the drop down list it means that no shipping papers have been printed yet You cannot print a certification before printing shipping papers because MASTERFO...

Страница 64: ...form sizes if the newly created form has margin values greater than what the printer driver has defined This can happen even if the printer is capable of handling the margins you specify Resolution Workaround Use the Epson LQ 1050 printer driver instead or make sure the width value of the paper size is 8 00 inches or below For more information on this problem visit the Microsoft Support web site h...

Страница 65: ...r icon in the Printers window 2 Follow the instructions in the Add Printer wizard Choose HP from the list of printer manufacturers and select the HP LaserJet III driver from the list 3 When done select the correct printer driver in MasterForm from clicking on the Page tab from the Page Setup screen in MasterForm Click on Use Specific Printer and click the Printer button to select your HP LaserJet ...

Страница 66: ...y MASTERFORM 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 If UPS account representatives or accounting personnel double charge you for repeating log book numbers please have them contact Labelmaster Software Technical Support We will put them in contact with management...

Страница 67: ...u will need to wait at least 48 hours after installing the WorldShip program before UPS enables the HAZMAT DG option If you continue to have problems or need more information on WorldShip contact UPS OnLine WorldShip Help at 1 888 553 1118 Symptom In UPS WorldShip the HAZMAT DG Reference list field is blank Cause After completing the form fill wizard in MASTERFORM for UPS and printing out your shi...

Страница 68: ...llowing error occurs Unexpected error occurred in subsystem link tables from db Cause MASTERFORM can t find the databases it needs to run or those databases are corrupt Resolution Workaround First make sure your MASTERFORM installation files are all in the same place This error can occur if the Masterform mdb or UPSChemical mdb files have been moved out of the installation directory or renamed Fin...

Страница 69: ...ntinue Cause This is a known issue between Microsoft Access and Hewlett Packard It sometimes occurs when you have an HP printer set as your default printer Resolution Workaround To work around this issue set any other printer to be your default even adding a new non existent printer if necessary just long enough to get into Page Setup or Configure Reports and complete your settings The default pri...

Страница 70: ...umber of records should print correctly Then go back and void the records you just printed and unvoid the ones you have not printed Now print the remaining 20 records All the shipments will still appear with the same log book number and date and you have avoided the driver problem by sending less data to the printer See the chapter Printing the Certification for instructions on using the Void func...

Страница 71: ...s unless you manually save the databases that store them beforehand If you want to save your templates and addresses you can do so by saving a copy of the appropriate database files before uninstalling MASTERFORM for UPS Domestic Edition templates are stored in the file named masterform mdb Addresses are stored in the file named Exchange mdb Both of these files will be in your installation directo...

Страница 72: ...cense set forth in this Agreement is not a sale of the Software or any copy You agree to hold the Software in confidence and to take all reasonable steps to prevent unauthorized disclosure It is also understood that the Software contains public information Public information in this Labelmaster License Agreement Below is the license agreement you confirmed when you installed MASTERFORM If you have...

Страница 73: ...N LABELMARK COMPANY WILL PROVIDE FOR BREACH OF WARRANTY YOU UNDERSTAND THAT EXCEPT FOR A 30 DAY Software AN AMERICAN LABELMARK COMPANY publication is not included under the copyright laws The public information in this Labelmaster Software AN AMERICAN LABELMARK COMPANY publication does contain proprietary formatting and information that is not public information In consideration of the subscriptio...

Страница 74: ...ABELMARK COMPANY unless Labelmaster Software AN AMERICAN LABELMARK COMPANY gives its express consent including an express waiver of the terms of this Agreement in writing signed by an officer LIMITED WARRANTY LABELMASTER SOFTWARE AN AMERICAN LABELMARK COMPANY MAKES NO WARRANTIES EXPRESS OR IMPLIED AS TO PERFORMANCE NON INFRINGMENT OF THIRD PARTY RIGHTS MERCHANT ABILITY OR FITNESS FOR ANY PARTICULA...

Страница 75: ...nter drivers 103 chemical table 34 Chemical Table screen 89 choose options 42 Clear Default 78 Code of Federal Regulations 13 Configure Reports 42 99 Contact information 31 creating a custom paper size 99 D databases 36 Date field 86 of Labelmaster Software AN AMERICAN LABELMARK COMPANY Should you have any questions concerning this Agreement please contact us in writing at Labelmaster Software Att...

Страница 76: ...g glass icon 87 margin settings 107 Microsoft Support web site 126 Military Edition Suite 15 moving fields 109 multiple field values 79 multiple UPS accounts 44 default field values 78 deleting templates 53 demo version 15 Domestic 17 dot matrix 97 E editing 57 emergency contact phone 86 Emulation Mode 105 Epson drivers 104 Epson FX 850 126 error message 123 Excel 69 Exchange mdb 70 Exemption Pack...

Страница 77: ...hortening 99 signature 86 Subsidiary Risk 90 Supervisor 48 support 31 N NAID 89 new driver 97 103 notes 65 Nudge tool 92 109 O ODBC Data Source Administrator 22 Office 2000 137 Okidata 97 103 106 online demo 31 online training 31 Options Setup 42 Other Required Information 86 P Package Label Warning 42 package reference 86 packaging provisions 89 Page Setup 107 page size 99 paper size 99 passenger...

Страница 78: ...rtation Safety Institute TSI 16 troubleshooting 121 TSI Hazmat Training program 16 U U S Department of Transportation 32 unauthorized 47 UNID 89 uninstalling 140 Unit of Measure 90 UOM 90 UPS account number 86 UPS Chemical Table 15 UPS service 86 UPS WorldShip 20 US DOT 32 user names 17 47 V view form 91 Void 119 W warning 60 weight 90 Windows 95 100 Windows NT 101 WorldShip 20 ...

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Страница 80: ...158 Published by Labelmaster Software an American Labelmark Company 2002 Second Edition 400 East Pine Street Suite 210 Seattle WA 98122 ...

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