Overview
The Kleinschmidt integration provides the ability to send and receive customer and Carrier Tenders with EDI Transaction processors (type of API).
The following EDI transactions are supported:
API Provider | EDI 204 Support | EDI 990 Support | EDI 214 Support | EDI 210 Support |
---|---|---|---|---|
Kleinschmidt | Inbound/Outbound | Inbound/Outbound | Inbound/Outbound | Inbound/Outbound |
Cleo | Inbound/Outbound | Inbound/Outbound | Inbound/Outbound | Inbound/Outbound |
Custom EDI | Inbound/Outbound | Inbound/Outbound | Inbound/Outbound | Inbound/Outbound |
For more specific EDI setup, see additional EDI documentation.
Setup
Enter Credentials
Enable the Kleinschmidt integration by completing the following steps.
Navigate to TMS Admin.
Select Credentials.
Select the Global Services tab.
Find Kleinschmidt in the list and open the card.
Check the Enabled checkbox.
Enter the User ID and Password 1 into the text fields.
Click the Save button when finished.
Valid credentials are required from a Kleinschmidt subscription. See examples in the table below.
User ID | Password 1 | Password 2 | Customer Number |
---|---|---|---|
Required | Required |
When using the Kleinschmidt EDI, make sure any unused EDI integrations are NOT enabled.
Remote Site Settings
Upgrading from previous versions of the TMS may have outdated information. Check that the Remote Site Settings for the Kleinschmidt integration URL are up to date.
Click the Setup gear icon in the top right corner.
From the drop-down, click Setup.
In the Quick Find Toolbar type Remote Site Settings and click the link.
From the list of remote sites find Kleinschmidt and click the Edit link.
Update the Remote Site URL to match the Service URL below:
Service URL: https://www.sub.kleinschmidt.com/
Test Service URL: https://www.sub.kleinschmidt.com/test/
TMS Admin
Configuration
See additional EDI documentation for specific settings under TMS Admin, Configuration to use EDI transactions.