Customize Interface

StarShip allows you to customize the way data is translated between financial system source documents (Orders, Customers, etc.) and the StarShip shipment entry screen. Customize Interface controls how the data in the source document is translated. It defines what information populates the shipment fields, and how the data is interpreted into accepted shipment values. This set of field maps and value translations is saved as an "Interface."

 

StarShip comes with a predefined interface called "My Interface" that installs default field mappings for financial system documents, which you can customize. You can also create multiple interfaces for use with different companies if you plan to map to fields (such as user-defined fields or shipping methods) that vary between companies. You can modify this map as described in the sections of StarShip Help.

 

The interface can be customized as follows :

 

Access to Customize Interface

To open  financial system setup, select Setup > Financial System Interface > financial system (your version). Select Customize Interface from the menu options.

 

Field Mapping

To view or change field mappings and how they are translated to shipment values, select a source document under My Interface.
 

 

On the Customize Interface dialog, click the Target Fields button in the bottom left corner. To view, change, or create a field map, select a group...
 

 

...and then select a field within the group. Information about the field appears to the right, such as it's location.
 

 

For a complete list of mappable financial system fields for the current document type, click the Look Up Fields button, indicated by a magnifying glass to the right of the Shipments or Customer Field. You can also see if the field has a value list and the actual values.
 

 

If value translations are available for the field, click the Click here to update Value Translations link, located below the Shipments or Customer Field.
 

 

In this dialog, you can translate the values from the current field to values in StarShip by making selections from the drop-down lists.
 

 

General information about how to add interfaces, and perform field mapping and value translations, is available by clicking the Help button located in the bottom left corner of any Customize Interface screen.