To Set Up Integration with EasyPost

EasyPost is a shipping API carrier service that incorporates multiple carriers in one place. Before configuring the integration with EasyPost, your organization must have an account with the carrier service and a signed service agreement. Afterward, you must obtain the production and test API keys, which are required for the configuration of the integration in MYOB Acumatica. For details on API keys, refer to the Authentication and Key Management in the documentation of the carrier service.

To configure integration between MYOB Acumatica and EasyPost, you use the Carriers (CS207700) form. On this form, you specify a name to be used for this carrier in your system. Then you select the PX.EasyPostCarrier.EasyPostCarrier plug-in developed for this integration and enter the values for the plug-in parameters. Some parameters are used for authentication with the carrier's system, while others are used for configuring shipping settings.

Some EasyPost carriers available in MYOB Acumatica support only domestic shipping. Other carriers support both domestic and international shipping. For an international shipment, the carrier service can generate a commercial invoice and attache it to the shipment in MYOB Acumatica. A commercial invoice is a document that facilitates the customs clearance of international shipments. You need to perform the initial configuration of the commercial invoice at the carrier service. In the parameters of an EasyPost carrier in the system, you can modify additional settings of the commercial invoice for specific carriers. For more information about the commercial invoices at EasyPost, refer to the Commercial Invoice Guide.

When you create an EasyPost carrier, the system fetches the list of available service methods for this carrier. When you create a ship-via code for this carrier on the Ship via Codes (CS207500) form, you select one of these service methods. The list does not update automatically once you create a ship-via code. To obtain the latest list of service methods for your account with the carrier service, you must recreate the carrier on the Carriers (CS207700) form.

To Set Up Integration with EasyPost

1. Open the Carriers (CS207700) form and add a new record.
2. In the Carrier ID box, type an easy-to-remember name for the carrier to be integrated.
3. Provide a description for this carrier.
4. In the Plug-in (Type) box, select PX.EasyPostCarrier.EasyPostCarrier.
5. Select the Active check box.
6. In the Carrier Units box, select the measuring system used by the carrier: SI Units (Kilogram/Centimeter) or US Units (Pound/Inch). Based on the selected option, one of the following pairs of boxes is shown on the form: Kilogram and Centimeter, or Pound and Inch.
7. In the Kilogram and Centimeter boxes (or in the Pound and Inch boxes, depending on the measuring system selected for the carrier), select the units of measure defined in the system that correspond to the weight and linear units of measure used by the carrier.
   Attention: If you select a UOM other than the default weight or linear UOM, which is specified in the Weight UOM box or Linear UOM box on the Companies (CS101500) form, use the Units of Measure (CS203500) form to specify the conversion from the default weight or linear UOM of the company to the unit you have selected as the equivalent to the UOM used by the carrier.
8. In the Warehouse box, specify a particular warehouse for which the carrier's rates are applicable, or leave the box empty if the carrier’s rates are applicable for all warehouses.
9. On the Plug-in Parameters tab, do the following:
   • For the EASYPOST PRODUCTION API KEY parameter, specify the production key of your EasyPost account if you need access to the production environment of the carrier service.
   • For the EASYPOST TEST API KEY parameter, specify the test key of your EasyPost account if you need access to test mode of the carrier service.
   • For the USE TEST KEY parameter, select the check box if you want to use test mode at the carrier service. In test mode, the carrier service generates sample labels without real value. You will not be charged for those labels.
   • For the EASYPOST CARRIER parameter, specify the ID of the carrier that you are going to use at the carrier service.
   • For the LOG TRACE parameter, select the check box if you want the system to record the requests and results of the web calls in the trace log.
   • For the SHIPPER FROM parameter, select the source of information about the shipper's contact information from one of the following options:
     • Company Branch: The system takes the shipper's contact information from the branch.
     • Warehouse: The system takes the shipper's contact information from the warehouse.
   • For the CONFIRMATION parameter, select the delivery confirmation type from one of the following options:
     • None (default): No confirmation is requested.
     • No Signature: The carrier requests the delivery confirmation without a signature.
     • Signature: A non-authorized signature (from someone at the delivery address) is required for the shipment to be delivered.
     • Adult Signature: Delivery requires a signature of the addressee only, who must be 21 years of age or older.
   • For the INSURANCE parameter, select the source of the insurance from one of the following options:
     • Carrier: You buy the insurance from the carrier.
     • EasyPost: You buy the insurance from the EasyPost carrier service.
   • For the LABEL FORMAT parameter, select the format of the shipping labels provided by the carrier service (PDF, PNG, ZPL, or EPL2).
   • For the LABEL SIZE parameter, select the size of the shipping label provided by the carrier service.
   • For the INTERNATIONAL NON DELIVERY parameter, select the action performed by the carrier of the outbound shipment that cannot be delivered. You can select one of the following options:
     • Return: The carrier makes an attempt to return the package to the shipper (who may be subject to return shipping fees in this case).
     • Abandon: The carrier does not return the package to the shipper.
   • For the TERMS OF SALE parameter, select the terms of sale. These terms define the responsibilities for paying for and managing the shipment, insurance, documentation, customs clearance, and other logistical activities. You can select one of the following options:
     • CFR - Cost and Freight
     • CIP - Carriage and Insurance Paid To
     • CPT - Carriage Paid To
     • DAP - Delivered at Place
     • DAT - Delivered at Terminal
     • DDP - Delivered Duty Paid
     • DDU - Delivered Duty Un-Paid
     • EXW - Ex Works
     • FACE - Free Carrier
     • FAS - Free Alongside Ship
     • FOB - Free on Board
   • For the USE SHIPPER ID parameter, select this check box if you need the system to send a tax registration ID to the EasyPost carrier service. The carrier service inserts this ID into the commercial invoice, which it generated for international shipments.
   • For the LETTERHEAD parameter, select one of the options of the letterhead of the commercial invoice provided by the carrier service for the FedEx international shipments.
   • For the SIGNATURE parameter, select one of the signatures for the commercial invoice provided by the carrier service for the FedEx international shipments.
   • For the FULFILLER ORDER ID FIELD parameter, select a sales order field that the carrier service will add to the fulfillment order of the Amazon Marketplace Web Service.
   • For the FULFILLED ORDER ITEMID FIELD parameter, select a data field of a column on the Details tab of the Sales Orders (SO301000) form. The carrier service will add value of this column to the fulfillment order of the Amazon Marketplace Web Service.
   • For the ENDORSEMENT SERVICE parameter, select one of the available endorsement services for failed deliveries at the carrier service. You can select one of the following options:
     • No Endorsement Service
     • Address Service Required
     • Forwarding Service Required
     • Change Service Required
     • Return Service Required
     • Leave if no Response
   • For the SCANFORM TIMEOUT parameter, specify the timeout for the manifest generation for the DHL carrier at the EasyPost carrier service.
   • For the NUMBER OF SHIPMENTS PER BATCH parameter, specify the maximum number of shipments that can be displayed simultaneously on the Create Manifest (SO506000) form. This parameter applies only to the DHL carrier at the EasyPost carrier service.
   • For the INCLUDE FREIGHT PRICE parameter, select the check box if you want to include the freight price in the commercial invoice for international shipments via EasyPost UPS and USPS.
   • On the Customer Accounts tab, add all customers that have accounts with the carrier and should be billed for the shipments they receive via this carrier. For each customer you add, do the following:
     • Make sure the Active check box is selected.
     • In the Customer ID column, select the customer by its ID.
     • In the Customer Location column, select the customer location to receive shipments via the carrier.
     • In the Billing Type column, select the party, which is responsible for paying shipping costs
     • In the Carrier Billing Account column, enter the billing account of the customer or third-party company in the system of the carrier.
     • If you have selected Third-Party in the Billing Type column, in the Billing Country column, specify the country ID of the carrier's billing account.
     • If you have selected Third-Party in the Billing Type column, in the Billing Country column, specify the postal code of the carrier's billing account.
   • Click Save on the form toolbar.