Plex data sources to grant

Plex data sources to grant

Which Plex data sources shipping reads and writes, how to check your grants, and what Plex dry run holds back.

Shipping reads your shippers, containers, freight terms and customer accounts straight from Plex through Plex data sources. It writes tracking, freight and master units back the same way. Plex must grant each data source to the DataMagik integration user for your PCN. A data source that is mapped but not granted shows up only on the first real shipment, unless you check first.

Check Plex access

Press Check Plex access on the setup wizard's Plex access step, or on the Overview under Shipping setup. The check asks Plex whether this site's integration login can use each data source shipping reads. Each read is called once with values that match nothing, so no real record is touched. Writes are never called.

The result is headed Plex access at site (PCN number). A tile for each group, Parcel, Packaging and International, says how many required reads are granted. The table below lists every data source with its Data source number, what it is Needed for, its Type (Read or Write), its Status and What Plex said.

The result of Check Plex access, with every required read granted.

What each status means

• Granted: Plex answered. If the reason reads Plex answered and refused a test value, so the grant is in place., Plex rejected the check's dummy value, which still proves the grant.
• Denied: Plex refused access. The row says Ask your Plex administrator to grant data source number to the DataMagik integration user for PCN number. Grant it in Plex, then check again.
• Error: Plex answered with an error that says nothing about the grant, or Plex did not answer in time. Run the check again. If it repeats, What Plex said shows Plex's message.
• Not called: a write. Writes are checked on their first use, so test them with Plex dry run on.
• Disabled: switched off in your shipping setup and never used.

When every required read is granted, the result says Every required read is granted. Optional data sources never hold this up, but a denied one is still listed.

Required for parcel

Every parcel shipment needs these.

Plex data source	Number	Type	What shipping uses it for
Shipper_Form_Get	2068	Read	The shipper: addresses, carrier, freight terms
Shipper_Lines_Get3	22015	Read	The shipper's lines
Shipper_Containers_Get	12023	Read	The containers on a shipper line
Shipper_Details_Get	17126	Read	Every container on the shipper in one call
Shipper_Key_Get	20168	Read	A scanned or typed shipper number
Visual_Shipping_Status_Get	22379	Read	The list of open and shipped shippers
Buildings_Get	167	Read	The ship-from address
Freight_Terms_Get	2170	Read	The freight terms and who pays
Integrated_Shipping_Providers_Get	16341	Read	The carriers set up in Plex for your PCN
Customer_Address_Integrated_Shipping_Provider_Account_Get	16494	Read	The customer's carrier account, for collect and third-party billing
Shipper_Freight_Update	20945	Write	Writes the tracking number and freight to the shipper
Integrated_Shipping_Tracking_No_Add	47193	Write	Writes tracking to each package
Integrated_Shipping_Tracking_No_Delete	47236	Write	Clears package tracking when a label is voided

Required for packaging

Needed to read container and overpack types and weights, and to build and change overpacks in Plex.

Plex data source	Number	Type	What shipping uses it for
Container_Types_Get	46	Read	Container types
Master_Unit_Types_Get	717	Read	Overpack (master unit) types: dimensions and tare
Container_Types_Get_Full	2361	Read	Container type dimensions
Container_Type_Get	8209	Read	Re-reads a container type before booking
Container_Get3	9121	Read	One container by its serial
Master_Unit_Info_Get	18881	Read	One overpack's type, tare and location
Control_Panel_Container_Update	12199	Write	A box's container type and weight
Logistics_Master_Unit_Build	20522	Write	Builds a new overpack
Master_Unit_Update	13066	Write	Changes an overpack's type

Required for international

Needed when you ship across a border. The commercial invoice, part names and country codes below under Optional make customs data more complete.

Plex data source	Number	Type	What shipping uses it for
Releases_Get	5565	Read	Order, release and price, for the declared value

Optional

Shipping works without these, but each one adds something. Grant the ones you need.

Plex data source	Number	Type	What it adds
Shipper_Form_Commercial_Invoice_Get	10389	Read	Incoterms, currency and tax IDs from the commercial invoice. Without it, the profile's incoterm and currency are used.
Parts_Get_All	142	Read	The part name for the customs description. Without it, the packing list's or release's part name is used.
Country_Codes_Get	18908	Read	Country codes. Without it, common country names are still recognized.
Shipper_From_Container_Get	230933	Read	Scanning a container finds its shipper. Without it, a container scan cannot find the shipper.
Trucks_Picker_Get	1154	Read	The truck list on the workstation
Master_Unit_Containers_Get_By_Key	11190	Read	What is on an overpack
Master_Units_Picker_Get	5737	Read	A scanned overpack number
Master_Unit_Part_Get	231126	Read	An overpack's current type and tare in one call
Shipper_Master_Unit_Tare_Get	3062	Read	Combined tare weight. Without it, tare is worked out from the types.
Integrated_Shipping_Account_Get	16468	Read	The customer account's postal code and country, for collect and third-party labels
Customer_Address_Integrated_Shipping_Provider_Accounts_Get	16495	Read	All carrier accounts for a ship-to address
Integrated_Shipping_Service_Types_Get	16349	Read	Plex's service types, including its LTL flag
Carrier_Integrated_Shipping_Services_Picker_Get	2174	Read	A carrier's Plex services, for the service map
Integrated_Shipping_Bill_To_Types_Get	16364	Read	Plex's bill-to codes
Carriers_Get	334	Read	Carriers with their SCAC
Shipper_Packing_List_Lines_Get	14140	Read	Part names, HS codes and origin for customs
Shipper_Deliveries_Detail_Get	230865	Read	Line prices for the customs value
Part_Attribute_By_Name_Get	9635	Read	HS code and origin kept as part attributes
Order_Line_Get	4381	Read	Listed so the check reports its grant
Harmonized_Tariff_Codes_Get	2994	Read	HS code validation, off unless you ask for it
Container_Type_Update	2360	Write	Saves container type dimensions into Plex instead of only in DataMagik
Master_Unit_Type_Update	11583	Write	Saves overpack type dimensions into Plex
Container_Type_Add	2358	Write	Adds a container type
Master_Unit_Type_Add	11581	Write	Adds an overpack type
Container_Update_Simple	6423	Write	Container type and weights
Container_Attributes_Modify	7774	Write	Container weights and physical attributes
Master_Unit_Remove	11083	Write	Takes a box off an overpack

Truck_Get (8740) and Truck_Update (8733) show as Disabled. They are used only when a profile writes the carrier to the Plex truck.

Plex dry run

The check only proves the reads. Writes are proved by a test shipment. While a site's Plex dry run is on, every write is skipped and the transaction log records what would have been written:

• the tracking number and freight on the shipper,
• the tracking number on each package,
• overpacks built, retyped or changed,
• box types and weights.

Reads still happen, and labels are still bought and printed. Keep dry run on until a test shipment shows the writes you expect in the Transaction log. Then turn it off on the setup wizard's Go live step, or under Sites and buildings. Turning it off asks you to confirm.

Plex limits rows: each Plex data source returns a limited number of rows. If the shipper's containers or the list of open shippers come back cut off, shipping stops rather than ship, weigh or list less than is there. See Troubleshooting.