Pacejet

NETSUITE UPGRADE: 1 of 4. Prepare, Verify, and Document

Overview

THIS ARTICLE IS ONLY FOR CUSTOMERS USING THE BUNDLE "PACEJET SHIPPING FOR NETSUITE" THAT HAVE SUITESCRIPT 2.0 SCRIPTS ENABLED.
Most Pacejet customers are currently using Pacejet's SuiteScripts 1.0 scripts, and the information provided below does not apply to that environment.
If you are unsure, please contact your Pacejet Representative.


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If you are upgrading from SuiteScript version 1.0 (sometimes referred to as the "Open Connector") of the Pacejet API bundle for NetSuite, follow the steps below. After completing this upgrade, you will be using the new Pacejet scripts that use NetSuite’s SuiteScript 2.0 scripts.

Coordinate With Your Pacejet Implementation Specialist:
As you begin the process of configuring the Pacejet API bundle for NetSuite, you must first coordinate with your Pacejet Implementation Specialist. Please schedule this meeting before continuing with the steps below.


Prepare the Prerequisites

  • You must have a Pacejet Portal that is already connected and working with your NetSuite ERP.

  • You must have Pacejet Shipping for NetSuite 20.x available.

  • All required Carrier Classes of Service are configured in Pacejet.

  • Shipping Items and Subsidiaries must be added and configured in NetSuite.

  • You are currently working with a Pacejet Implementation Specialist as you will be providing them with information to complete the upgrade. During the implementation, a Pacejet implementation specialist will need to run a script with information that you will provide.


Verify That the Bundle Update Is Available

Before continuing, verify that the bundle update is available before pursuing the remaining steps in this procedure.

These steps are just for verification, do not install the bundle at this stage.

  1. In NetSuite, select Customization, SuiteBundler, Search & Install Bundles, List.
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  2. Locate Pacejet Shipping for NetSuite.
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  3. If the current bundle version doesn’t appear when hovering over the Update notification (see example), follow the directions below:
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    • Hover over the green gear and select Update.
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    • Verify that the New Version field displays the most current bundle version available.
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      IMPORTANT! do not sELECT uPDATE bUNDLE AT THIS POINT.


Export and Save the CCoS/Xref Settings Before Running the Implementation Script

Be sure to export and save a backup of your CCoS/Xref Settings as an archive of your current settings. Follow the steps below to learn how.

  1. In Pacejet, go to Tools, Bulk Import/Export, Bulk Export.

  2. Click the Plus sign, plus.png. The New Export screen appears.
    ExportScreen.png

  3. Enter the desired Export Name (Description is optional).

  4. Check the Generate New Map checkbox and assign the desired name to the mapping.

  5. Select CarrierClassofServices from the API dropdown menu.
    The API Version is selected automatically.

  6. Select the Export checkbox at the top of the window, which selects all the boxes in the column.

  7. Click Save. You return to the Bulk Export Screen.

  8. Check the box next to Export and click the Export button.
    CheckAndExport.png
    A message appears at the top of the screen.
    exportmsg.png

  9. When the download is ready, click the Cloud icon to download and store the file for safekeeping.
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Document the Existing Settings

The following steps are for your convenience. All of these settings will still be available in the 1.0 scripts.

Capture your current settings by taking screenshots of existing Pacejet scripts – Paste these settings into a document for setting up the new bundle as you will be using them in upcoming steps.

  1. Go to Customization, Scripting, Script Deployments.
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    For each of the scripts above, select View (open in new tab), then select Parameters.
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Some scripts may not have a Parameters menu. There is no need to take screen shots of settings that have no parameters.

  1. Go back to the Script Deployments list, expand Filters and select 1.0 from the API VERSION menu.
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  2. For the following scripts, select from the menu and take screenshots for the following as you will be using them as a reference when running the rest of your upgrade.

    • Pacejet Estimate Integration

    • Pacejet Item Fulfillment Integration

    • Pacejet Purchase Order Integration

    • Pacejet REST Integration

    • Pacejet Sales Order Integration


Now that you have successfully documented your settings, you can run the bundle update for Pacejet Shipping for NetSuite 20.x. See the link below.

NEXT: NetSuite Upgrade: 2 of 4. Run the Bundle Update