Managing master data in Carrier Connect

You must initially maintain at least the following master data in Carrier Connect to ensure that your shipping processes run smoothly.

• Companies
• Carrier Connect users
• Printers
• Workstations
• Terms of delivery
• Package types (including for hazardous goods as needed)

Tips

Check whether you have the rights to maintain 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.

If your master data changes in the host system, you must sync the changes in Carrier Connect

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.

Why and how to convert terms of delivery and package types

You must use conversion lists in Carrier Connect to convert your individual codes for delivery terms, package types, and dangerous goods package types to the codes required by the service provider.

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. Simply convert “CAR” to “02”.

• For detailed information on how to perform conversions, see: Converting terms of delivery, Converting package types.

Why and how to check abbreviations for quantity units that you use in your host system

Certain abbreviations for quantity units are specified in Carrier Connect. 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 host system abbreviations for quantity units.