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Revenova Integration

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Overview

Details and process flow for Integration to the Revenova TMS, transportation management package. 

Application

From the Sales Order entry, Rootstock provides an option to call out to Revenova to get Freight Pricing for which first, the order is containerized, and second, the creation of 'Load' in Revenova occurs, from where Rootstock retrieves the Freight Cost and places it on SO Header.

From the SO Shipper, Rootstock provides an option to call out to Revenova to create the 'Load' using real containers in order to retrieve Freight Cost from the Revenova Load, which will be placed in the Shipper Header.

Both Revenova and Zenkraft may coexist in a Rootstock customer org. Rootstock differentiates which app is in play by a designation on the Carrier associated with the Order Header.

Prerequisites

1. Install Revenova TMS Salesforce Package
 
Licenses for the package should be assigned to desired users.

2. System Configuration
 
Check field Revenova Interface Active. Please contact Rootstock Support for this setup requirement.

3. Carrier Code
 
Those carriers to be use by the Revenova integration should have the flag Official Revenova Carrier Code checked. This field is only visible when Revenova Interface Active is active on System Configuration.

User-added image  NOTE  Fields labeled as Official {xxx} Carrier Code are mutually exclusive (checking one unchecks the others). Only one of them can be checked at a given time for a given Carrier Code.

4. Site Master > Address tab

Field SF Account for Site Address should have a value. This is required by Revenova to create Loads. If left mpty, and error will be thrown upon user attempt to generate a Revenova Load. This field is only visible when Revenova Interface Active is active on System Configuration.
 
5. Container Type

Fields

Handling Unit (Optional):  Reference handling unit for this Container Type. Value is transmitted to Revenova Line Item 'Handling Units' field

Packaging Unit (Optional):  Reference packaging unit for this Container Type. Value is transmitted to Revenova Line Item 'Packing Units' field

User-added image  NOTE  Values for Handling and Packaging Unit fields are contained on global picklist value set named 'Freight Units', listed below:
Bags, Bales, Barrels, Baskets, Bins, Bottles, Boxes, Bundles, Canisters, Carboys, Cartons, Cases, Coils, Containers, Crates, Cylinders, Drums, Kegs, Other, Packages, Pallets, Pieces, 
Reels, Rolls, Skids, Spools, Tanks, Trays, Truckloads, Tubes, Unit, Vats.

Capacity UOM:  This value defines the Capacity UOM for this Container Type. It is populated from UOM Master. Value transmitted to Revenova Line Item

Weight Units field. The actual weight value for the Load will be derived from the net weight on the SO Package (when initiated from SO Header) or SO Container (when initiated from SO Shipper), which is calculated using the SO Line weight if not empty, or the Product Master's Weight associated with the SO Line when empty on given SO Line (SO Line > Additional > Inventory Settings tab).

Height:  This value defines the Height for this Container Type. It cannot be less than zero.

Length: This value defines the Length for this Container Type. It cannot be less than zero.

Width:  This value defines the Width for this Container Type. It cannot be less than zero.

Dimension UOM:  Unit of measure on this field will be used to calculate the Linear Feet, value transmitted to Revenova Line Item Linear Feet field. If the UOM Code is not set to 'FT', 'M', 'IN' or 'CM', Linear Feet will be calculated as zero. Otherwise, the calculation will be as below, depending on chosen UOM.
 
  • Feet (FT): 2 ( Height + Width) + Length
  • Meters (M): (2 * ( Height + Width) + Length) * 3.280839895013123
  • Inches (IN): (2 * ( Height + Width) + Length) * 0.08333333333333333
  • Centimeters (CM): (2 * ( Height + Width) + Length ) * 0.03280839895013123
Processing

User can access the Revenova integration from either SO Header, SO Shipper or both

Processing > SO Header
 
Navigation
 
 
Sales Order Header > Advanced section > Shipping tab

Action
 
Calculate Freight Changes button launches the Revenova Load creation and updates SO Header with calculated freight and Load ID reference. Only visible if Carrier on SO Header is flagged as Official Revenova Carrier Code. 
 
When the button is pressed:
 
  • Creates SO Packages for those SO Header Lines with Products that have a Default Container.
  • Creates Revenova Load for SO Packages creates previously
  • Revenova Load Location #1 (origination) is set to the SF Account for Site Address from the Issue From Site on the first first SO Line of the Sales Order
  • Sets Sales Order Header > Advance section > Charges >  Freight Amount field to value calculated from the Revenova Load
  • Populates Load ID field with Revenova Load just created.
The resulting Revenova Load is created with below settings:
 
  • Load Status set to Unassigned (which is the default)
  • Load Sales Status set to Pending (which is the default)
  • Load Mode left empty (it is a lookup to Revenova ‘Mode’ object – and will be set by Workflow)
User-added image  IMPORTANT  Unlike Freight Call Integrations with UPS/FedEx (See details on Freight Pricing Callout from SO Entry), where we get a price for each SO Package created, with Revenova Integration we get just one price for the Load, and set the fetched freight amount to Sales Order Header > Advance section > Charges >  Freight Amount field. If field Sum Freight from Lines is checked, the Revenova processing will uncheck it.

User-added image  NOTE  If the button is pressed and there is already a set of SO Packages and a Revenova Load ID reference, SO Packages will be deleted and re-generated and Load ID value will be overriden with most recently created one.
 
Field Load ID is always display only and presented as a hyperlink to the Revenova Load, populated after Calculate Freight Charges button is pressed. This field is only visible when Revenova Interface Active is active on System Configuration.
 
Processing > SO Shipper (AKA Shipper Header)
 
 
Navigation
 
 
SO Shipper

Action

Generate SO Containers for the SO Shipper.

On the main page, Create Revenova Load button only visible if Carrier on the Shipper Header is flagged as Official Revenova Carrier Code. 
This button is disabled if there is already a Revenova Load ID for this SO Shipper or if it has no SO Containers linked to it.

When the button is pressed:
 
  • Creates Revenova Load for existing SO Containers
  • Revenova Load Location #1 (origination) is set to the SF Account for Site Address from the Issue From Site on the first first SO Line of the Sales Order
  • Sets Shipper Header > Additional section > Charges >  Freight Amount field to value calculated from the Revenova Load
  • Populates Load ID field with Revenova Load just created.
The resulting Revenova Load is created with below settings:
 
  • Load Status set to ‘Unassigned’ (which is the default)
  • Load Sales Status set to ‘Won’
  • Load Mode left empty (it is a lookup to Revenova ‘Mode’ object – and will be set by Workflow)
User-added image  NOTE Similarly to when processed from SO Header, where we get a price for each SO Container created, with Revenova Integration we get just one price for the Load, and set the fetched freight amount to Sales Order Header > Advance section > Charges >  Freight Amount field. If field Sum Freight from Lines is checked on Shipper Header, the Revenova processing will uncheck it.
 
Load ID:  Field is always display only and presented as a hyperlink to the Revenova Load, populated after Calculate Freight Charges button is pressed This field is only visible when Revenova Interface Active is active on System Configuration.


SEE ALSO
Settings
Revenova Integration
Revenova-Integration
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