Step-by-Step Instructions:

1. Follow the steps 1 – 3 of the Add a New Capacity Provider Account guide.

2. Please leave the following fields blank. These fields will auto-populate after step #12 in this guide is complete via p44’s credentials webhook with TForce.

   • Access Token

   • Refresh Token

      

3. Fill out the following fields:

   • Account Number. This should be the same account number used for your UPS Account.

   • Bill To Address Information.

   • Payment Terms.

   • Direction.

   • Check boxes to enable API override of payment terms and API override of direction, if these apply to you.

4. Click SAVE in the top right corner of the page.
5. Search for the TFIN account group you just created, and click on the pencil icon to edit.
6. In the top right corner, select SIGN UP if you need to create a new account with TForce OR LOGIN if you already have an exiting account with TForce.
7. The SIGN UP link will direct you to Tforce’s Sign Up page. Here, you will create a new account specific to sharing data with project44. Follow the prompts to create an account.
8. The LOGIN link will direct you to Tforce's Login page. Enter your existing user name and password to get started.
9. After signing up, click Get started!
10. Re-enter the password you just created into the Microsoft form.
11. Click Next to approve the first set of permissions to start sharing data.
12. Click Accept to approve the second set of permissions to share data.
13. Once you have accepted the second permissions, you will receive an enrollment complete prompt confirming you are all set to share data with project44.

NOTE: If your account does not use Tforce APIs for 90+ days, your account will move to inactive. If this occurs, navigate to the capacity provider page in Movement. Select Log In in the top right corner. You will be required to enter your username and password created above to re-activate your account.

Video Walkthrough of Steps: