Requirements for “Automated” ZenKraft Shipments
- Carriers require sizes to be in inches and weights in pounds.
- Shipments must be “containerized” in order for ZenKraft to properly process (Rootstock Containers: ZenKraft “package”) “automated” shipping.
- ZenKraft Shipmate Apps for Salesforce for FedEx, UPS and/or USPS must be installed to process “automated” shipments.
- Customer must have active accounts with carriers and referenced in Shipmate Preferences by Carrier.
Org Configuration for “Automated” ZenKraft Shipment
Installation Step -> Customer Responsibility
After installing ZenKraft Shipmate packages for FedEx, UPS and/or USPS, ZenKraft’s Bulk Shipping feature must be enabled.
- To enable Bulk Shipping, please install package ZenKraft Shipmate - Bulk Shipping
Deployment Steps -> Rootstock Technical Support Responsibility
Rootstock’s interface to ZenKraft is comprised of packaged and non-packaged code. The following deployment steps are required once the ERP package is installed in a customer org.
- Deploy non-packaged code which is located in the sfdev_ZenKraft Beanstalk repository.
- Enable field-level security for System Administrator profile.
- Objects:
- FedEx Shipment
- UPS Shipment
- USPS Shipment
- Fields:
- Sales Order Shipping Container Header
- Shipper Header
- Run scripts to add Custom Address Mapping records.
- ZenKraft_AddressMappingSetup_FedEx.txt
- ZenKraft_AddressMappingSetup_UPS.txt
- ZenKraft_AddressMappingSetup_USPS.txt
User Setup (Rootstock) for “Automated” ZenKraft Shipments
- Shipmate Preferences (ZenKraft)
Navigation
All Tabs > FedEx Shipmate Preferences and/or
All Tabs > UPS Shipmate Preferences and/or
All Tabs > USPS Shipmate Preferences
Action: Fill out completely. This is where FedEx, UPS or USPS account numbers are entered.
NOTE “Shipmate Preferences” are not a Rootstock function – they are ZenKraft objects.
- System Default (SYDEFAULT)
Navigation: System Defaults
Action: Set ‘ZenKraft Active’ to checked (TRUE)
- Division Address (SYDIVADDR)
Navigation: Division Master
Action: Where Address Type is set to Shipping Address or Both, be sure Address (Street, City, Zip/Postal Code, State Province and Country) are valid. Also need to set Phone and Contact Email. If there is no existing Division Address, it will need to be created.
NOTE This Division Address should be the one specified on Division Master > Misc tab > Primary Shipping Address.
- Carriers (SYCARRIER)
Navigation: Carrier
Action: Add or modify Carriers, setting ‘Official XXXX Carrier Code’ (where XXXX: FedEx, UPS and/or USPS).
NOTE A given Carrier can only be the “official” Carrier for one “service” (FedEx, UPS or USPS) and only one Carrier can be identified as such.
- Ship Method Type Code (SYSHIPVIATYPE)
Navigation: Shipping Methods
Action: Create or modify Shipping Methods for each Service Type
NOTE The ‘Shipping Method’ description must match the Service Type description used by given Carrier. Below is a list of Service Types by Carrier:
FedEx
Domestic: FedEx First Overnight
Domestic: FedEx Priority Overnight
Domestic: FedEx Standard Overnight
Domestic: FedEx 2Day
Domestic: FedEx 2Day A.M.
Domestic: FedEx Express Saver
Domestic: FedEx Ground
Domestic: FedEx Home Delivery
Domestic: FedEx SmartPost
UPS
Domestic: UPS Next Day Air Early A.M.
Domestic: UPS Next Day Air
Domestic: UPS Next Day Air Saver
Domestic: UPS 2nd Day Air A.M.
Domestic: UPS 2nd Day Air
Domestic: UPS 3 Day Select
Domestic: UPS Ground
USPS
Domestic: Express
Domestic: Priority
- Shipping Method By Carrier (Object: SOCARRIERVIA)
Navigation: Carriers > Shipment Methods for Carrier tab
Action: Associate Ship Method with Carrier. Each “official” carrier must have at least one ‘Shipping Method by Carrier’, and will likely have several, one for each “Service Type” – Ground, Next Day Air, 2 Day Air, etc.
NOTE Only Shipping Methods with the Service Type descriptions above should be associated with ZenKraft “official” carriers to avoid inadvertent failures when processing through ZenKraft.
7. Customer Master
Navigation: Customers > Customer Address tab – Ship-To Addresses
Action: Ensure that Ship-To Addresses associated with Customer has a complete and valid address (invalid addresses will be rejected by Carrier downstream) and that Telephone is set (although not required by UI – this is a ZenKraft requirement).
Under Customer Address tab, click on Edit (under Action column) and verify/adjust any address that has ‘As Ship to’ checked.
Navigation: Customer Master > Shipping tab
(Optional)
Action: Set Freight Terms value. Freight Term records can be flagged as Use Customer's Carrier Account.
- If flagged to use Customer's Carrier Account, the Zenkraft Shipment Payment Type will be set as Recipient, and use the Customer's Carrier Account as the Billing Account Number.
- If not set to use the Customer's Carrier Account, Zenkraft Shipment Payment Type will be set as Sender, and use the Carrier Account Number from the Shipmate Preference.
- The User Customer's Carrier Account setting can be overriden on SO Header > Shipping tab and/or SO Shipper > Shipping tab.
Action: Set a Carrier, which will be the defaulted Carrier when a SO Header is created for this Customer Master.
Navigation: Customer Master > Carriers by Customer tab > New Carriers by Customer
(Optional)
Action: Create or Update Customer/Carrier relationship by setting the Customer's Carrier Account Number. When a SO Header is created for this Customer Master/Carrier, the specific Carrier Account Number will be set on SO Header > Shipping tab. This would be of interest when Use Customer's Carrier Account is active.
-
Container Types (SOCONTYPE)
Navigation: Container Type
Action: Create containers, defining dimensions (in inches) and tare weight.
Fields
Height: Height in ‘Dimension UOM’ units.
Width: Width in ‘Dimension UOM’ units.
Length: Length in ‘Dimension UOM’ units.
Dimension UOM: Unit of Measure in which height, width and length dimensions are expressed.
Tare Weight: The weight (in pounds) of the container when empty.
Capacity: Capacity in ‘Capacity UOM’ units.
Capacity UOM: Unit of Measure in which capacity is expressed.
-
Products (SOPROD)
Navigation: Products > Product Attributes tab
Action: Establish weights and dimensions (if applicable) for Products.
Fields
Weight: Weight (in pounds) of the given Product.
Height: Height in ‘Dimension UOM’ units.
Width: Width in ‘Dimension UOM’ units.
Length: Length in ‘Dimension UOM’ units.
Dimension UOM: Unit of Measure in which height, width and length dimensions are expressed. Should be IN (Inches).
Navigation: Products > Order Processing tab
Action: Establish default values for Container Type and Qty. Per. This will be used in order to Automatically create Containers on SO Shippers.
Fields
Default Container Type: Optional Container Type used for this Product. When set, this is the Container Type that will be defaulted when creating Shipping Containers for shipments containing this Product.
Default Qty Per Container: Based on the Container Type (optionally) defined for this Product, this denotes the quantity of this Product, when packaged, that will fit in the Container defined.
Once the integration setup is completed, automated Zenkraft Shipments can be created simply by pressing 1-button with our Zenkraft integration from Rootstock SO Shippers. See details on:
Zenkraft Automated Shipments Processing
SEE ALSO
