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Creating Transport Orders

Technical Documentation » Creating Transport Orders

Transport Orders can be generated from multiple source documents. E.g. a sales order, purchase return order, transfer order, etc… The picture below visualizes the flow through the code to convert a source document into a Transport Order: To create a Transport…

General

Configuration » Setup ShipIT » General

The General tab contains information about your default account information. Also the behavior of workflows are decided in the tab. The first option is how you want to create your transport orders. Do you want them to be created when you have unposted documents or…

Additional Setup

Configuration » Additional Setup

Additional Setup In the User Setup (Click Setup and then User Setup) you can add additional nShift Transsmart credentials. The user determines which printer has to be used for example. In case a user is not in the user setup, the default credentials as saved in the…

Introduction

Introduction

ShipIT 365 This chapter provides an overview of the document and introduces you to the ShipIT 365 extension for Microsoft Dynamics 365 Business Central. For your distribution process you can work with DHL, UPS, FEDEX, TNT, PostNL, Royal Mail, Schenker, to name just…

Creating a New Transport Order

Processing data » Transport Order basics » Creating a New Transport Order

Transport orders can be created with many different source document types. When making Transport Order manually, it basically works the same for all document types. There is only one exception to this and that is the Worksheet Lines and filtering option.. Sales…

Create Transport Order From Return Order

Processing data » Transsmart working scenarios with Unposted Documents » Create Transport Order From Return Order

A Manual process is possible to create a transportorder from a return order.. This will only be applicable on Unposted Documents and without a warehouse management location. Steps for this scenario. Create a New Return sales order. Check the following fields in…

Working with the Tasklet App

Processing data » Transsmart working scenarios with Tasklet integration » Working with the Tasklet App

The ShipIT app is also compatible with the Tasklet Factory Connector. !Check the ShipIT Setup. When the Tasklet App is enabled the Setting must be to work with Unposted documents. All automation for booking an printing is executed from the tasklet …

Adding Additional References or custom fields to the Transport Orders

Customizing ShipIT 365 » Adding Additional References or custom fields to the Transport Orders

The transport order contains several additional reference fields that are by default included in the API communication with the providers. For instance, the Service Point (Ref) on the Transport Order is included in the API with the different providers. However, in…

Transport Order basics

Processing data » Transport Order basics

This section describes how to work with Transport Orders. with you desired business central process. Let’s integrate ! First we will explain some topics about the different functionalities and highlights. After this chapter we will describe some working…

Customizing ShipIT 365

Customizing ShipIT 365

If you have used our ISV solutions in the past, you might wonder why you can’t change or view our base code in our Business Central apps/extensions. There’s a very good reason for that: upgradability. We’ve noticed that opening up our base code for…

Create Transport Order from Posted Warehouse documents

Processing data » Transsmart working scenarios with Posted Documents » Create Transport Order from Posted Warehouse documents

Steps for this scenario. Create a New sales Order. Insert the requested delivery date Check the following fields in the Shippiing & Billing Fasttab*. Insert if needed or set the defaults in the customer card. Or use the carrier selection function to get the best…

Technical Release Notes

Introduction » Technical Release Notes

Version Release Date 22.10.2398.0 16-11-2023 The following issues have been resolved: nShift Ship changed the url for the api communication of their sandboxes. A type cast error could occur when empty values…

Key features

Introduction » Key features

This document is a user help, with the guide to setting up the ShipIT 365 extension for Microsoft Dynamics Business Central. It contains specific instructions on configuring the app based on the choosen provider(s). ShipIT 365 is an add-on for Microsoft Business…

Filter Templates

Processing data » Transport Order basics » Creating a New Transport Order » Transport Worksheet » Filter Templates

The Filter Templates List Page shows an overview of available Filter Templates. From here you can make new templates and create worksheet lines from source document lines, based on a selected template. Creating a new Filter Template To create a new template, click…

Automatically

Processing data » Transport Order basics » Creating a New Transport Order » Automatically

If you want automation for the creation of the transport order you can set the option in the ShipIT Setup Card . Make sure to set Base Transport Order On to Posted Documents. Next, for each document type, set the After Posting… to Auto-Create Transport…

Transport Order Card

Processing data » Transport Order basics » Transport Order Card

To open a Transport Order Card go to ShipIT and then click Transport Orders. Click on one of the records to open the card page. General No. Transport Order No. Description Source Type and No. Status Current Status of the…

Default Settings

Configuration » Setup ShipIT » Default Settings

This tab provides information about the wizard defaults that are used for the correct data fulfillment for the transport order. You can set default pick-up and delivery times of you Warehouse, default package for your shipments and default email* and cost centers* …

Easypost working scenario with Posted Documents

Processing data » Easypost working scenario with Posted Documents

With limitation you can use the Easypost provider together with the posted document settings. This means you have to do a carrier selection in the transportorder for the required service. After the carrier selection is completed the booking can proceed. Basic steps to…

User setup

Configuration » Setup nShift Ship » User setup

When using nShift Ship with multiple users and printing labels with the dropzone software you need to install Dropzone Please check the following link: Dropzone Installation nShift…

FAQ

Knowledgebase » FAQ

Frequently Asked Questions Question not listed below? Please contact support@idyn.nl. Why do I need a nShift Transsmart account? ShipIT is the connection between your BC environment and nShift Transsmart, the carrier platform provided by nShift nShift Transsmart.…

nShift Ship mappings

Configuration » Setup nShift Ship » nShift Ship mappings

nShift Ship Mappings Before being able to use ShipIT, some mapping between information in your Business Central environment and Consignor is required. The Currency -, Country/Region – and Language Mappings are synchronized automatically in the background. If…

Sendcloud working scenario with Posted Documents (shipping rules)

Processing data » Sendcloud working scenario with Posted Documents (shipping rules)

! Sendcloud is designed for easy creation of transport order from your sales order. For direct booking of the transportorder in sendcloud setup Shipping Rules for the unstamped letter With limitation you can use the sendcloud together with the posted document…

Create Transport Order From Warehouse Documents

Processing data » Transsmart working scenarios with Unposted Documents » Create Transport Order From Warehouse Documents

Steps for this scenario. Create a New sales Order. Insert the requested delivery date Check the following fields in the Shippiing & Billing Fasttab*. Insert if needed or set the defaults in the customer card. Or use the carrier selection function to get the best…

nShift Transsmart Mappings

Configuration » Setup nShift Transsmart » nShift Transsmart Mappings

nShift Transsmart Mappings Before being able to use ShipIT, some mapping between information in your Business Central environment and nShift Transsmart is required. The Currency -, Country/Region – and Language Mappings are synchronized automatically in the…

Packages

Configuration » Packages

Packages in the new multiprovider ShipIT application are no longer based on a single package line with quantities. If you have multiple packages for your shipment you will have to create additional package lines. With the creation of separate lines you will now see…

Easypost working scenario with Unposted documents

Processing data » Easypost working scenario with Unposted documents

Easypost default can help you with the creation of your transportorder direct from your sales order. With the carrier selection you select your required service and you are ready to create the transportorder Basic steps to perform when working with Unposted…

Transsmart working scenarios with Unposted Documents

Processing data » Transsmart working scenarios with Unposted Documents

Depending on the setting in the ShipIt setup it’s possible to define if you want to create your transport orders on unposted or posted documents. Do you want to create your transport orders directly from unposted sources. Set this option to Unposted…

Create Transport Order from pick activities

Processing data » Transsmart working scenarios with Posted Documents » Create Transport Order from pick activities

Steps for this scenario. Create a New sales Order. Insert the requested delivery date Check the following fields in the Shippiing & Billing Fasttab*. Insert if needed or set the defaults in the customer card. Or use the carrier selection function to get the best…

Transsmart working scenarios with Posted Documents

Processing data » Transsmart working scenarios with Posted Documents

In the last topic we did a scenario where creation of transport orders can be triggered from Unposted documents For the best possible result when working with ShipIT we recommend to always use the option Posted documents. With posted documents you are at the end of…

nShift Ship working scenarios with Posted documents

Processing data » nShift Ship working scenarios with Posted documents

You can use the nShift Ship provider together with the posted document settings. You can select your service on the Sales Quote and Sales Order - Create sales order - Enter customer - Enter requested delivery date - Enter the items - Post the shipment - If all…

License Key

Configuration » Setup ShipIT » License Key

The license key tab will show information about the used license and if the license is valid

Transport Worksheet

Processing data » Transport Order basics » Creating a New Transport Order » Transport Worksheet

Instead of creating Transport Orders directly from (un)posted documents or automatically while posting a document, it is also possible to make transport order worksheet lines based on filters. Transport Orders then can be made from these worksheet lines. In the Sales…

Sendcloud working scenario with Unposted Documents

Processing data » Sendcloud working scenario with Unposted Documents

Sendcloud is designed to have a quick working solution and create you transportorder direct from your sales order. With the carrier selection you select your required service and you are ready to create the transportorder Basic steps to perform when working with…

Knowledgebase

Knowledgebase

Installation questions ID Message/Problem Solution Environment ID_I001 I need a OnPrem Version OnPrem downloads are available in our portal, If you do not have access please contact our sales department IDYN …

Customize the calculation of Qty. to Send on source documents

Customizing ShipIT 365 » Customize the calculation of Qty. to Send on source documents

Since version 19.7.704.0 it is possible to adjust the automatic calculation of Qty. to Send on source documents. In the ShipIT solution the Qty. to Send on source documents is automatically determined as the “Qty. to ship” – “Qty. Sent” on…

nShift Ship working scenario with Unposted Documents

Processing data » nShift Ship working scenario with Unposted Documents

nShift Ship works with a simular process as the nShift Transsmart solution. The easiest way is just ceating your transportorder direct from your sales order. With the carrier selection you select your required service and you are ready to create the…

Tracking information

Processing data » Transport Order basics » Tracking information

Depending on the sales flow and the ShipIT 365 setup the tracking information is applicable on the header and lines according to underneath scheme. The options on the creation of the transport depends on the setting in Base transport order on: Open…

Setup ShipIT

Configuration » Setup ShipIT

The ShipIT Setup Page After the wizard is completed you can check the settings in the ShipIT setup page . in the Ribbon you have the following options : Update Master Data: If new configuration is deployed on the nShift Transsmart Portal you can retrieve the…

Adding freight costs to sales orders

Processing data » Transport Order basics » Adding freight costs to sales orders

You can use this function in a quote or in a sales order upfront to calculate and add the expected freightcost to the sales quote or sales order. !be aware this is a calculation of expected cost. Once the order is processed and depending on the logistics action the…

Sendcloud setup

Configuration » Setup Sendcloud » Sendcloud setup

Setup Sendcloud Sendcloud specific Setup When you click the provider * Sendcloud* via the *ShipIT *wizard you will open the Sendcloud Setup. You can enter you Sendcloud specific setup in this page. When all credentials are inserted and verified you can enable your…

Business Central On-Premises

Installation » Business Central On-Premises

If you are running the On-Premises version of Microsoft Dynamics 365 Business Central, you can install the ShipIT 365 app using Windows PowerShell and the app runtime package provided by your implementation partner. *Before installing ShipIT 365 for the first time,…

Expected surcharges on freight

Processing data » Transsmart working scenarios with Unposted Documents » Expected surcharges on freight

Depending on you nShift Transsmart contract you will have rates available for calculation of the freight cost. When using the carrier selection function this freight cost can be added to the sales line. in a lot of scenarios you can consider this freight cost being…

Logging

Configuration » Setup ShipIT » Logging

In Case of extended troubleshooting of the API Request and Response information it’s possible to enable this feature. You can log information, warning and error. DISCLAIMER: Please disable bedug-level logging after troubleshooting issues to avoid unnecessary…

Masterdata

Configuration » Setup nShift Transsmart » Masterdata

Cost Centers Configured Cost Centers in the nShift Transsmart environment will be synchronized with ShipIT. You can set a default Cost Center in the nShift Transsmart setup. If a customer has a specific cost center you can add this information in the customer…

ShipIT 365 Connector with Mobile WMS

ShipIT 365 Connector with Mobile WMS

Idyn provides the additional app on appsource to connect the WMS application from Tasklet Factory with the ShipIT365 solution When this app is installed it will integrate the use of mobile scanning devices from Tasklet Factory with creation and booking…

Logging

Processing data » Transport Order basics » Logging

DISCLAIMER: Please disable debug-level logging after troubleshooting issues to avoid unnecessary database size. ShipIT 365 will not clean this log automatically. ShipIT 365 can log JSON requests and responses from API calls to nShift Transsmart. To enable this level…

Transportorder status updates

Configuration » Setup nShift Transsmart » Transportorder status updates

Job Queue Entries When you want to automate the status update of your transportorder you can setup a job queue In the job queue entries the job queue is automatically created after installing the shipit extension. The job queue entries can be found by searching for…

Packages

Configuration » Setup nShift Ship » Packages

Packages are available per booking profile and carrier. When imported you can set the dimensions of the packages for the required lines. Be aware that a services with a package type can result in an error when the booking requires a specific package type for this…

Mapping services 2

Configuration » Setup nShift Ship » Mapping services » Mapping services 2

nShift Ship provides a subset of available services on a bookingprofile. Within ShipIT you can create additional default booking-profiles with different subsets of services. You can find the settings for this on the page of the service mappings. Just create additional…

Configuration

Configuration

This section describes the setup process for ShipIT.

Setup Easypost

Configuration » Setup Easypost

Welcome to the Easypost provider setup. this section describes how to enable the Easypost integration.

Installation Requirements

Introduction » Installation Requirements

For installation and usage in an on premise environment the following granules should be added to the Business Central license: Granule ID Name 11147650 NAV EDI Connect 11301480 Idyn App Management * *ShipIT 365 has an…

Mapping carriers

Configuration » Setup Sendcloud » Mapping carriers

For the mapping of the Carriers check the mapping in this chapter: Mapping Carrier and services

Shipping Costs

Configuration » Setup ShipIT » Shipping Costs

This topic is now part of the Freight Cost setup See Freight Surcharge

Setup nShift Transsmart

Configuration » Setup nShift Transsmart

Welcome to the nShift Transsmart provider setup. this section describes how to enable the nShift Transsmart integration.

Setup Sendcloud

Configuration » Setup Sendcloud

Welcome to the Sendcloud provider setup. this section describes how to enable the Sendcloud integration.

Setup nShift Ship

Configuration » Setup nShift Ship

Welcome to the nShift Ship provider setup. this section describes how to enable the nShift Ship integration.

Mapping carriers

Configuration » Setup Easypost » Mapping carriers

For the mapping of the Carriers check the mapping in this chapter: Mapping Carrier and services

Installation

Installation

This section describes the different versions of ShipIT and how to install them. While versions for SaaS and On-Premises are functionally the same, the installation procedure is different.

Shipping a Sales Order

Key Usage Scenario » Shipping a Sales Order

In this section, we’re going to create and ship a new sales order using the *ShipIT *transport feature. Start by selecting the Sales Order Processor role for your current user and make sure the workdate is set to today.

Tasklet Integration

ShipIT 365 Connector with Mobile WMS » Tasklet Integration

Introduction The “Tasklet Mobile WMS Pack & Ship – ShipIT 365 Connector” is an optional app provided and introduced by Tasklet Factory but recently renamed and moved to the Idyn development team In the Appsource the connector will be available in…

Mappings

Key Usage Scenario » Mappings

ShipIT requires a number of mappings between NAV and external data provided by nShift Transsmart. Country, currency and language mappings are automatically applied in the initial setup. This section describes mapping the remaining entities manually.

Customer settings

Configuration » Customer settings

A new group called ShipIT 365 has been added to the Customer Card. This group contains settings specifically for ShipIT 365. In previous versions, these settings were stored in the ShipIT 365 Customer Setup table. As of version 18.5.10168.0, they have been moved to…

Creating a New Transport Order

Key Usage Scenario » Shipping a Sales Order » Creating a New Transport Order

In this section, we’re going to create a transport order for the new sales order that was created for customer ‘10000’. On the sales order card, click the ‘Create Transport Order’ action under Process. When the transport order is created,…

Vendor settings

Configuration » Vendor settings

A new group called ShipIT 365 has been added to the Vendor Card. This group contains settings specifically for ShipIT 365. In previous versions, these settings were stored in the ShipIT 365 Vendor Setup table. As of version 18.5.10168.0, they have been moved to an…

Background booking

Processing data » Transport Order basics » Background booking

If enabled in the ShipIT Setup, booking of transport orders will be handled by the task scheduler. On the transport order card, a new section will be visible after background booking. Containing the booking date and user ID. Codeunit 11147664 (IDYS Backgr. Booking…

Specify box contents

Processing data » Transport Order basics » Specify box contents

If you want to specify which items are packed in which box you can buy and enable the additional license for use of content package. this license will allow you to set the ShipIT field ‘Link Delivery Lines with Packages’. to enabled. When enabled you will…

Packages

Configuration » Setup Sendcloud » Packages

Packages related to the sendcloud provider can only be created in Business Central. Sendcloud does not support automation on this feature. First create your packages in the sendcloud portal, When finished prepare the same package type in Business Central. How…

Create Transport Order from Posted Sales Shipments

Processing data » Transsmart working scenarios with Posted Documents » Create Transport Order from Posted Sales Shipments

Steps for this scenario. Create a New sales Order. Insert the requested delivery date Check the following fields in the Shippiing & Billing Fasttab*. Insert if needed or set the defaults in the customer card. Or use the carrier selection function to get the best…

Create Transport Order from transport Worksheet

Processing data » Transsmart working scenarios with Posted Documents » Create Transport Order from transport Worksheet

Another option for the creation of transport orders is to use the Transport Worksheet. In the ShipIT Setup the Base Transport orders *is set on *Posted documents. All after fields will be set to the option Do Nothing All posted warehouse or sales shipment lines…

Easypost setup

Configuration » Setup Easypost » Easypost setup

Easypost specific Setup When you click the provider Easypost via the *ShipIT wizard * you will open the Easypost Setup. Enter your Easypost Key which you can find on your Easypost portal to enable the provider. !When you want to setup a sandbox first retrieve your…

Shipping Agent Mappings

Configuration » Shipping Agent Mappings

Shipping Agent Mappings Shipping Agents in Business Central have to be mapped to a carrier. To do this, click External Mappings and then Shipping Agent Mappings. Make sure that for each shipping agent code (left column) you also provide a carrier code (external)…

Creating transport orders from a sales return order

Processing data » Creating transport orders from a sales return order

All 3 providers will support the sales return order flow. !Be aware that this is only supported for the creation of return labels.. The base for creation of the transport order for the sales return order is always Unposted documents. You can create your Return sales…

Shipping rules

Configuration » Setup Sendcloud » Shipping rules

Shipping Rules are created in the sendcloud portal. If you want to user shipping rules setup the following Set a Default packagetype in the Provider setup “Sendcloud” Set Apply Shipping rules in the Provider setup “Sendcloud”: Insert a…

Mapping carriers

Configuration » Setup nShift Ship » Mapping carriers

Mapping carriers If a new carrier is added on your Consignort/Ship portal this carrier must be synchronized with business central. Steps to Perform. - First setup your carrier in the nShift Ship portal (together with your nShift Ship consultant) - If ready go to your…

Shipping the New Transport Order

Key Usage Scenario » Shipping a Sales Order » Shipping the New Transport Order

In this section, we’re going to send the transport order to DHL for pick-up at location ‘MAIN’ and delivery at customer ‘10000’. Add a new line in the Packages subform. Select ‘BOX’ in the Package Type Code field. Click on…

Mapping carriers

Configuration » Setup nShift Transsmart » Mapping carriers

If a new carrier is added on your nShift Transsmart portal this carrier must be synchronized with business central. Steps to Perform. - First setup your carrier in the nShift Transsmart portal (together with your nShift Transsmart consultant) - If ready go to your…

Masterdata

Configuration » Setup nShift Ship » Masterdata

The Update Master data will synchronized the Carriers and the bookingprofiles Also there will be package Type available per booking profile. For the mapping of the Carriers and Services see the nShift Transsmart chapters : Mapping carriers Mapping services This API…

Manually from an order

Processing data » Transport Order basics » Creating a New Transport Order » Manually from an order

If you want manual control on the creation of the transport order you can set the option in the ShipIT Setup Card to unposted documents . Now you have the availability of the ShipIT Quantity fields in the sales line. On the Order Card, make sure you have at least…

Mapping services

Configuration » Setup nShift Transsmart » Mapping services

If you have a new Shipping agent/Carrier installed for your shipments, you also need services/profiles provided by your carrier for the correct shipping and pricing. When you performed the Mapping of you Carrier open the shipping agent services. For each service you…

License Key

Introduction » License Key

ShipIT 365 needs an active license key and a provider account to operate. When you install ShipIT 365 in your Microsoft Dynamics 365 Business Central production or sandbox environment, you will receive a 14-day free trial license key via email. If you haven’t…

Create Transport Order from Sales Orders

Processing data » Transsmart working scenarios with Unposted Documents » Create Transport Order from Sales Orders

Steps for this scenario. Create a New sales Order. Insert the requested delivery date Check the following fields in the Shippiing & Billing Fasttab*. Insert if needed or set the defaults in the customer card. Or use the carrier selection function to get the best…

Using box contents

Processing data » Transport Order basics » Using box contents

If all settings are active you do now have the possibility to assign content to the created boxes. *Do not set default boxes unless wanted. If a default box is assigned the delivery note lines will automatically be assigned to this box. Open the Transportorder Go to…

Combining shipments

Processing data » Transport Order basics » Creating a New Transport Order » Combining shipments

If you set the ShipIT setup “Always New Trns. Order” on false (this is by default), ShipIT 365 will combine source lines into the same open transport order when the following fields are identical. Criteria for the combining: - Shipping Agent Code -…

Packages and content

Configuration » Packages and content

If all settings are active you do now have the possibility to assign content to the created boxes. *Do not set default boxes unless wanted. If a default box is assigned the delivery note lines will automatically be assigned to this box. Open the Transportorder Go to…

nShift Ship setup

Configuration » Setup nShift Ship » nShift Ship setup

User Setup nShift Ship nShift Ship specific Setup When you click the provider nShift Ship via the *ShipIT wizard * you will open the nShift Ship Setup. Enter your nShift Ship credentials received from nShift nShift Transsmart to enable the provider. !If your…

Shipping Agent Calendars

Knowledgebase » Shipping Agent Calendars

If you are working with locations you can setup a default Calendar on the location card which will enable the calculation of non-working days of your company. When you are creating the transport Order the system will calculate the pick-up date based on the requested…