Danfoss Imports/Exports

This article covers customizations for Danfoss.

IDS will receive shipments via the Danfoss FTPS server.

Once the shipments have been imported into IDS
(please note IDS polls once every 10 minutes for new shipments).

Step 1

A Danfoss employee will do the following.

1. In the IDS PC Client.

2. Logged in with Company/Account Name: DAN

3. They will go to the “Window” dropdown.

4. Select “Invoicing & Reports”

5. Select “Custom Reports” from the list on the left hand side of the screen.

6. In the “Report Type” dropdown, they will select “DAN General Trip Report”
   

   

7. They will then set:

   1. “Report Format” to “CSV”

   2. “From” to the date of the shipments. Under most circumstances, this will be the current date.

   3. From Status “New”

   4. To Status “Dispatched”
      

      

   5. They will then “Create Report”

   6. The file will then download through their computer’s browser. Example, Chrome, Firefox, etc.

8. They will then import this file into Circut.

Step 2

A Danfoss employee(s) will login into the IDS 2 App under Company/Account “DAN”

They will then claim scan. For more details on Claim Scan, please see this article: Claims

This will update the shipments to a status of “Picked Up” and send the API notifications off as such.

Step 3

As shipments are delivered or undelivered in Circut a Danfoss employee will do the following.

1. In the IDS 1 PC Client

2. Logged in as Company/Account: DAN.

3. They will do to the “Help” dropdown

4. They will select “Danfoss Upload Delivery/Redelivery”

5. Which will launch the following pop up.
   

   

6. They will then:

   1. click “Select File”

   2. They will then navigate to and open they Circut file.

   3. They will then select:

      1. “Delivered” for shipments that have been delivered.

      2. “Redelivery” for shipments that didnt get delivered.

   4. They will then select “Import”

   5. For shipments that were set to:

      1. “Delivered”, they will now show in IDS as delivered/verified

      2. “Redelivered”, they will now show in IDS as active and will be accessible on the Dispatch Screen for the dispatcher to manually dispatch another attempt.

Please Note.

The file to be imported, must be the following format as provide to IDS.