Setting Up Freight Integration

After you correctly install your third-party freight (carrier) application, perform these steps from within the PeopleSoft CRM application to set up freight integration:

1. Follow the instructions that are provided in the PeopleSoft CRM Installation Guide to properly configure your system.

2. Set up the freight calculation integration.

3. Add a freight calculation vendor to the business unit definition.

4. Test the freight calculation integration.

5. Define your carriers.

6. (optional) Construct tracking numbers.

PeopleSoft CRM integrates with ConnectShip to calculate freight charges. The freight calculation integration transfers the to address, carrier, and combined product weights data to ConnectShip.

To set up the freight calculation integration:

1. Activate the following application messages: RATE_REQUEST, RATE_REQUEST_XFRM, and RATE_RESPONSE.

2. Confirm that the ALLPAGES permission list has full permission to the FREIGHT channel.

   Select select PeopleTools, then select Security, then select Permissions & Roles, then select Permission Lists and open the ALLPAGES permission list. Select the Message Monitor tab and look for an entry for FREIGHT. If not found, add a new entry for the FREIGHT channel, and grant it full access.

3. Activate the FREIGHT channel through the Message Monitor, on the Channels tab.

4. Activate the OutSync node transaction on the node, PSFT_XOUTBND, for the RATE_REQUEST transaction.

   Select select PeopleTools, then select Integration Broker, then select Node Definitions.

5. Activate the OutSync node transaction on the node, PSFT_XOUTBND, for the RATE_REQUEST_XFRM transaction.

   Note: This transaction uses an HTTPTARGET override connector and allows you to specify the URL to connect to Progistics.

   Replace the URL on the RATE_REQUEST_XFRM node transaction with your ConnectShip Progistics server URL, which uses the following format: http://<machine>/Progistics/XML_Processor/Server/XMLProcDLL.asp.

   If you are not using port 80 on the ConnectShip Progistics server, indicate the port in this URL: <machine>:8080

6. Select select PeopleTools, then select Integration Broker, then select Relationships and activate the RATE_REQUEST relationship.

   On the Trans Modifier tab, select Edit and activate the RATE_REQUEST modifier.

When you test the integration, use UPS Ground as the carrier.

To test the freight calculation integration:

1. Open the Order Capture Business Unit definition in PeopleSoft CRM for the business unit that you set up.

   Select select Set Up CRM, then select Business Unit Related, then select Order Capture Definition.

2. Click the Test Freight Calculation button.

   If an amount other than zero appears, you are set up correctly. If zero appears, check the display message to determine what is not correctly set up.

See Order Capture Definition - Internal Page.

Use the Carriers page (CARRIER) to define carriers for integration with Order Capture.

Image: Carriers page

This example illustrates the fields and controls on the Carriers page.

An order may consist of multiple shipments and, consequently, of multiple tracking numbers. Order Capture and Order Capture Self Service support the construction of a single tracking link, which displays all shipments at once.

To construct a tracking link:

1. Point the URL identifier to a URL definition.

   This is the static (unchanging) portion of the carrier's tracking URL.

2. If there is more than one shipment to track, ensure that the first message catalog entry message number is appended to the URL.

   Parameter %1 within the message is replaced by the package number (for example, 1 for the first package, 2 for the second package). The shipment's tracking number replaces Parameter %2. If only one shipment is being tracked, this message is not used in constructing the URL.

3. For the last package, append the second message catalog entry to the URL using the same parameter replacement rules as the first message number.