Lexmark Version 3.0 - Manual

13 12 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 tractorprinter) and the Shipper’s Certification en...

17 16 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 Previe...

19 18 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 1/2 x 11 inch) paper, and prints on a laser printer (inkjet an...

21 20 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 orlater) before installing UPS WorldShip ® . This manual explains how to install MASTERFORM for UPS, but you will nee...

23 22 Figure 5: Click Add to create a new data source for HAZMAT. Figure 6: Highlight Microsoft Access Driver and click Finish. Figure 4: Double-click Data Sources (ODBC) insidethe Control Panel. This will open the ODBC Data Source Administrator. Inside the ODBC Data Source Administrator, click the ...

27 26 Figure 10: Select one of your shipped materials from thedrop-down list. After confirming the first material, you can selecttwo 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 ...

31 30 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 ...

35 34 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 ...

37 36 Save the correct file to a floppy disk, writable CD-ROM, network drive, or even just to your desktop. After your reinstallation (or newinstallation on a new computer), copy the database into the new installation directory. With MASTERFORM for UPS Domestic Edition, your templates are stored in ...

41 40 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...

45 44 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.) Figure 12: Select the account number for this shipping paper and certification. When you enter an account ...

47 46 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 Bypa...

49 48 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 numberis 05, the first print of this...

51 50 Making, naming, and saving templates To Save a Template: After you have gone through the form-fill wizard step by step, created a form, you can review the Print Preview and print your document (using File > Print from the drop-down menu). Close the Print Preview screen by clicking the X or ...

55 54 After completing each screen, click Next to continue to the next step. When you arrive at the Print and Save Shipment Template screen, a Donebutton will appear in the bottom right area of the screen. The Done button completes your template and saves any changes you made. If you want to save a ...

57 56 Editing the proper shipping name (PSN) By default, MASTERFORM will not allow you to edit the proper shipping name. However, you can bypass this setting by selecting the Allow Proper Shipping Name Edits option in Setup. To select the Edit PSN option: 1. Double-click the Setup icon on the main M...

59 58 Confirming the labels required for your package When you move out of the Air or Ground Shipment screen (where the quantity, exemption numbers, and labels required are specified), MASTERFORM reminds you to double-check the labels required field with the message shown in Figure 16 below. This he...

61 60 Pre-printing forms for future use NOTE: As of version 3.0.2 of MASTERFORM for UPS Domestic Editon, Print Ahead Mode is not an option due to the integration with UPS WorldShip®. If you wish to continue using the Print Ahead Mode option until January 6, 2003, you must use MASTERFORM v3.0.1 or ea...

65 64 Writing notes inside MASTERFORM You can leave electronic notes inside MASTERFORM that are specific to a particular field. To write a note: 1. Place your cursor in the field to which the note pertains. 2. Right-click and choose Note from the pop-up menu. 3. Type your note inside the yellow note...

67 66 Entering addresses in the Address Book To access the Address Book, click the button with an open-book icon found on both the Shipper Information and Shipment Information screens. Figure 18 shows the location of the Address Book icon on the Shipper Information screen. Figure 18: Look for the op...

69 68 Import Excel or Access address data to the Address Book If you have addresses in an Excel or Access table, you can import them into the MASTERFORM Address Book database found in C:\MF_UPS\ Exchange.mdb > Tables > upsAddress. The MASTERFORM address book is controlled by the Microsoft Acce...

71 70 IMPORTANT: The upsAddress table itself should not be open when you go to import. Make sure the table is closed but highlighted, then perform the following steps: (a) Select Get External Data from the File menu. You should see two options when you select Get External Data: “Import” and “Link Ta...

75 74 Exporting addresses from the Address Book You can easily export the address data used in MASTERFORM for UPS to a new Excel file or Access database. MASTERFORM stores addresses inside the database named Exchange.mdb, which sits in the install directory (C:\MF_UPS by default). To export addresse...

77 76 The address data from MASTERFORM has now exported to a new file. After clicking Export, use My Computer or Windows Explorer to browse to the file’s location on your computer. Labelmaster Technical Support personnel will help you with importing and exporting, but cannot provide support for Micr...

79 78 Saving multiple field values MASTERFORM allows you to save or “remember” a value for an individual field. For example, if you have a standard list of names you want to appear in the Signature field, you can save them as remembered values. Then everyone who uses theprogram can select those sign...

81 80 Figure 29: Double-click an entry in the regulation list tolaunch the electronic 49 CFR in Reg-Trieve. Viewing the regulations MASTERFORM has the option of linking directly to relevant 49 CFR regulations while you are working in the program. However, in order to access the regulationinformation...

85 84 Screen 1: Shipment Template When you double-click the UPS hazmat shipping paper icon on the main MASTERFORM menu, the first screen you see is titled Shipment Template. If you are beginning a brand new shipment, click Next while the Template field reads <None>. Then select which form desi...

87 86 When you select a UPS Air or Ground service, the Transport Mode will change. Fill in the necessary information and click Next to continue. Screen 4: Proper Shipping Name When you arrive at the Proper Shipping Name (PSN) screen, you are ready to select the group of materials you plan to ship wi...

89 88 Screen 5: The Chemical Table Once you’ve opened the chemical table, you have five ways to find the item you want: 1. Type the proper shipping name (PSN) directly under Basic Description 2. Type the I.D. directly in the I.D. Number field 3. Scroll the alphabetical list of PSNs 4. Scroll the lis...

97 96 General Printing Overview MASTERFORM prints two forms: the UPS Hazardous Materials (hazmat) Shipping Paper (on tractor or laser form) and the Shipper’s Certification end-of-day log. Form 1: Hazmat Shipping Paper The hazmat shipping paper is available as an 8-part carbon form or as a single-she...

99 98 Creating a custom paper size (tractor) Creating a custom paper size is only necessary if you are using the 8-part carbon shipping paper (i.e., the tractor form type). These instructions do not apply to the Shipper’s Certification or the single-sheet Shipping Paper (laser form type). The Recomm...

103 102 Changing the printer driver Right-click on the printer icon and choose Properties from the pop-up menu. Click the New Driver button (in the Details or General tab), then select the new driver. If your dot matrix printer (for the tractor form) is one of the Lexmark or Okidata models listed be...

105 104 Changing the Emulation Mode on the printer (tractor) How do you know if you’re in the right mode? If you get a series of symbols and strange characters instead of words when you try to print, it means your printer driver and your Emulation Mode do not match. When you change printer drivers, ...

107 106 Setting the Margins To set margins, choose Page Setup from the main File menu and enter margin settings in the Margins tab. You can only get to Page Setup from the Print Preview of your form. [Margins can also be changed following the steps in the section MASTERFORM Setup .] If you are using...

109 108 Moving fields on the form: use the Nudge tool You may sometimes need to make minor adjustments to individual fields on the shipping paper to get it to print correctly. Always try to adjust your margins first, but if that doesn’t solve the problem, use the Nudge tool (see Figure 38). To acces...

113 112 Add or remove lines from the printed form You can put up to three materials on a shipping paper and if you are using the 8-part carbon form, MASTERFORM can print lines in between each material on your shipping paper for clarity. If you want lines between each material, make sure the Print Da...

117 116 Printing the certification To print the certification, double-click the Shipper’s Certification icon at the beginning of the program, select the date and the account number you want, then click the Print button. MASTERFORM compiles certification information automatically based on the hazmat ...

121 120 Troubleshooting Purge old certification records If you’ve been using MASTERFORM for a while, your archive of Shipper’s Certifications may be getting too long. You can purge some of these records by using the Purge Masterform Data function. Important! Make sure you keep printed copies of all ...

123 122 Troubleshooting Overview This chapter discusses some known issues and common problems with MASTERFORM. If you encounter an error message or problem, please go through the following checklist before contacting technical support. • Can you recreate the problem consistently? You should always s...

125 124 Printing gibberish or symbols Symptom: When printing a shipping paper, symbols print instead of words. Cause: The Emulation Mode on the printer does not match the printer driver being used. When using an Epson printer driver, the Emulation Modeon your printer must be set to Epson Mode. Resol...

127 126 Printer feeds forms up too far Symptom: The shipping paper prints correctly on the tractor form, but after printing, the printer feeds up several more inches of paper before quitting. Cause: Usually this means that you do not have a custom paper size correctly set. The UPS 8-part carbon ship...

131 130 Can’t edit the PSN (proper shipping name) You can edit the proper shipping name in the Proper Shipping Name screen, but only after you have selected the material from the chemical table. You must also select the Allow Proper Shipping Name Edits option in Setup. See Editing the Proper Shippin...

135 134 To see the shortcut path, right-click the MASTERFORM icon on your desktop and choose Properties from the pop-up menu. Click the Shortcut tab and check the path in the Target field. If the shortcut path is incorrect or if databases have been moved, you may need to reinstall MASTERFORM. See Ma...

139 138 While printing a long Certification, some pages print correctly and others come out garbled Symptom: You are printing a several-page long Shipper’s Certification end-of-day log. The first several pages are fine, but later pages start coming out garbled. Cause: This may be caused by too much ...

141 140 After deleting the MF_UPS folder, it’s a good idea to empty your Recycle Bin and reboot your computer. This ensures that the program files are permanently deleted and the hard drive space they had occupied is free to be used by something else. By default, MASTERFORM for UPS installs to the M...

143 142 Grant of License: In consideration of your subscription fee, Labelmaster Software, AN AMERICAN LABELMARK COMPANY grants to you anon-exclusive, non-transferable license to use the Software for the duration of your paid and active subscription on a SINGLE COMPUTER UNLESS INDICATED DIFFERENTLY ...

149 148 Index A Access 69 Account Number 41, 124 adding users 47, 48 Address Book 67, 69, 75 Administration 17, 47, 48 air 87, 90 Allow Proper Shipping Name Edits 43 amount 90 B Basic Description 89bubble-jet printer 97 Bypass Authorization Screen 18, 42 C changing information 57, 99, 103, 105 chang...