Entering new master data
To ensure smooth shipping processes in Carrier Connect, begin by creating the following master data:
- Creating companies and shipping points
- Configuring Carrier Connect users and assigning roles
- Connecting printers
- Defining workstations and assigning users
- Creating terms of delivery
- Defining package types (including for hazardous goods as needed)
Converting master data with conversion lists
Conversion lists convert your company’s data to the codes needed for each carrier. In Carrier Connect, these conversion lists can apply to your terms of delivery, package types, and hazardous goods package types – depending on the requirements of the specific carrier.
Example: You use the code “CAR” for the “carton” package type. In the EDI messages you send to the carrier, this code needs to be converted to “02” as specified by the carrier and required for correct processing. So you map “CAR” to “02”.
Checking quantity unit abbreviations used in your host system
Carrier Connect uses certain abbreviations for quantity units. Check whether your host system is sending different abbreviations to Carrier Connect. If so, convert your data to that used in Carrier Connect.
For information on how to run checks and make any necessary adjustments, see: Checking and converting quantity unit abbreviations.
How do you deal with routine changes to your master data?
Any routine changes or additions you make to the master data in your host system need to be synced to Carrier Connect. One example of this is when you use new or different package types, hazardous goods package types, or terms of delivery in your host system.
Who is allowed to edit master data?
Your user rights might be restricted. Clarify internally whether your user account gives you the general right to edit master data. This requires the role of I_CLIENTADMIN or I_CAI_EDITMASTERFILEDATA.
For information on how to create users and assign them rights, see: Configuring Carrier Connect users and assigning roles.